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 |
|---|---|---|---|---|---|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
9,523
shares
|
$673,371
0.53% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
9,496
shares
|
$671,462
0.08% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Aug 14, 2025 Q2 2025 |
9,493
shares
|
$671,250
0.47% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
9,469
shares
|
$669,552
0.15% of portfolio
|
Q2 2025
Added 103.37%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
9,457
shares
|
$668,704
0.43% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
9,456
shares
|
$668,633
0.55% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
9,417
shares
|
$665,876
0.09% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
9,415
shares
|
$665,734
0.48% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
9,382
shares
|
$663,401
0.42% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
9,371
shares
|
$662,623
0.28% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
9,370
shares
|
$662,552
0.38% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
9,358
shares
|
$661,704
0.13% of portfolio
|
Q2 2025
Reduced 31.32%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
9,354
shares
|
$661,421
0.09% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
9,351
shares
|
$661,209
0.06% of portfolio
|
Q1 2022
Added 8.09%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
9,350
shares
|
$661,138
0.13% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,349
shares
|
$661,067
0.13% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
9,348
shares
|
$660,997
0.07% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
9,341
shares
|
$660,502
0.41% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
9,297
shares
|
$657,390
0.15% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
9,284
shares
|
$656,471
0.14% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
9,233
shares
|
$652,865
0.33% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
9,229
shares
|
$652,582
0.11% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
9,213
shares
|
$651,451
0.18% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
9,213
shares
|
$651,451
0.21% of portfolio
|
Q2 2025
Added 52.33%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
9,210
shares
|
$651,239
0.27% of portfolio
|
Q2 2025
Reduced 0.9%
|