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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,697
shares
|
$756,384
0.12% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
10,696
shares
|
$756,314
0.05% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
10,686
shares
|
$755,607
0.87% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
10,683
shares
|
$755,394
0.04% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
10,682
shares
|
$755,324
0.12% of portfolio
|
Q4 2017
Reduced 20.22%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
10,680
shares
|
$755,182
0.28% of portfolio
|
Q2 2025
Added 110.69%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
10,679
shares
|
$755,112
0.11% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
10,644
shares
|
$752,637
0.08% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
10,638
shares
|
$752,212
0.25% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
10,635
shares
|
$752,000
0.24% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
10,635
shares
|
$752,000
0.14% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,612
shares
|
$750,374
0.14% of portfolio
|
Q2 2025
Added 35.56%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
10,611
shares
|
$750,303
0.07% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
10,609
shares
|
$750,162
0.06% of portfolio
|
Q2 2025
Reduced 16.03%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,597
shares
|
$749,313
0.1% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
10,551
shares
|
$746,061
0.05% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
10,542
shares
|
$745,424
0.11% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
10,542
shares
|
$745,424
0.06% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
10,514
shares
|
$743,444
0.06% of portfolio
|
Q2 2025
Added 121.44%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
10,508
shares
|
$743,020
0.02% of portfolio
|
Q2 2025
Reduced 40.17%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
10,485
shares
|
$741,394
0.44% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
10,480
shares
|
$741,040
0.41% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,451
shares
|
$738,990
0.11% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,447
shares
|
$738,707
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,441
shares
|
$738,283
0.09% of portfolio
|
Q2 2025
Added 0.55%
|