Institutional Ownership Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO). We have compiled data on the 3,799 institutions that hold shares in the stock, with a total of 3.14 Billion shares, which have been reported (via 13F filing form) to have a value of $222 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
11,608
shares
|
$820,801
0.86% of portfolio
|
Q3 2022
Reduced 0.88%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
11,584
shares
|
$819,104
0.18% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
11,584
shares
|
$819,104
0.16% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
11,573
shares
|
$818,326
0.39% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,561
shares
|
$817,478
0.03% of portfolio
|
Q2 2025
Reduced 31.79%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
11,545
shares
|
$816,346
0.2% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
11,530
shares
|
$815,286
0.51% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
11,528
shares
|
$815,144
0.01% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
11,528
shares
|
$815,144
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
11,523
shares
|
$814,791
0.23% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
11,521
shares
|
$814,649
0.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
11,516
shares
|
$814,296
0.05% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
11,487
shares
|
$812,245
0.04% of portfolio
|
Q2 2025
Added 74.89%
|
|
|
Geometric Wealth Advisors
|
Aug 06, 2025 Q2 2025 |
11,471
shares
|
$811,114
0.13% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
11,446
shares
|
$809,346
1.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
11,420
shares
|
$807,508
0.9% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
11,387
shares
|
$805,174
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
11,372
shares
|
$804,114
0.26% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
11,355
shares
|
$802,912
0.15% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,334
shares
|
$801,427
0.19% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,327
shares
|
$800,932
0.13% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
11,317
shares
|
$800,225
0.32% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,287
shares
|
$798,103
0.08% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Aug 01, 2025 Q2 2025 |
11,283
shares
|
$797,820
0.5% of portfolio
|
Q2 2025
Reduced 36.57%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
11,265
shares
|
$796,548
0.06% of portfolio
|
Q2 2025
Reduced 5.59%
|