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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,813
shares
|
$693,877
0.0% of portfolio
|
Q2 2025
Added 23.39%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
9,790
shares
|
$692,250
0.32% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
9,790
shares
|
$692,250
0.03% of portfolio
|
Q2 2025
Added 42.9%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
9,786
shares
|
$691,968
0.14% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
9,780
shares
|
$691,543
0.18% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
9,772
shares
|
$690,978
0.28% of portfolio
|
Q2 2025
Reduced 48.33%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
9,769
shares
|
$690,765
0.12% of portfolio
|
Q1 2024
Added 32.07%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
9,750
shares
|
$689,422
0.01% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,744
shares
|
$688,998
0.03% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
9,727
shares
|
$687,796
0.29% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
9,714
shares
|
$686,876
0.2% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
9,693
shares
|
$685,392
0.13% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
9,666
shares
|
$683,482
0.01% of portfolio
|
Q2 2025
Added 19.61%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
9,651
shares
|
$682,422
0.16% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
9,649
shares
|
$682,280
0.49% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
9,649
shares
|
$682,280
0.08% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
9,627
shares
|
$680,725
0.31% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
9,615
shares
|
$679,876
0.43% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
9,602
shares
|
$678,957
0.43% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
9,600
shares
|
$678,815
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
9,589
shares
|
$678,038
0.04% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
9,571
shares
|
$676,765
0.09% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,569
shares
|
$676,623
0.1% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
9,566
shares
|
$676,411
0.11% of portfolio
|
Q2 2025
Added 86.73%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
9,552
shares
|
$675,421
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|