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 |
|---|---|---|---|---|---|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
11,265
shares
|
$796,548
0.55% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
11,254
shares
|
$795,770
0.38% of portfolio
|
Q1 2023
Reduced 8.81%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
11,247
shares
|
$795,275
0.02% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
11,234
shares
|
$794,356
0.23% of portfolio
|
Q2 2025
Reduced 32.73%
|
|
|
Sawgrass Asset Management LLC
|
Aug 08, 2025 Q2 2025 |
11,229
shares
|
$794,002
0.09% of portfolio
|
Q2 2025
Added 73.1%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
11,228
shares
|
$793,931
0.25% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
11,226
shares
|
$793,790
0.08% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
11,218
shares
|
$793,224
0.06% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
11,218
shares
|
$793,224
0.23% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
11,206
shares
|
$792,376
0.05% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
11,205
shares
|
$792,305
0.12% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
11,204
shares
|
$792,234
0.04% of portfolio
|
Q2 2025
Reduced 80.1%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
11,199
shares
|
$791,881
0.16% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
11,178
shares
|
$790,396
0.3% of portfolio
|
Q2 2025
Added 7.53%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
11,155
shares
|
$788,770
0.17% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
11,136
shares
|
$787,426
0.27% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
11,128
shares
|
$786,860
0.6% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
11,122
shares
|
$786,436
0.22% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
11,121
shares
|
$786,365
0.09% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
11,121
shares
|
$786,365
0.15% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Alken Asset Management Ltd.
|
Jul 09, 2025 Q2 2025 |
11,100
shares
|
$784,880
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
11,099
shares
|
$784,810
0.19% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
11,074
shares
|
$783,042
0.39% of portfolio
|
Q2 2025
Reduced 11.41%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
11,062
shares
|
$782,194
0.74% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
11,041
shares
|
$780,709
0.2% of portfolio
|
Q2 2025
Added 0.56%
|