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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,173
shares
|
$648,622
0.08% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
9,160
shares
|
$647,703
0.17% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
9,160
shares
|
$647,703
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
9,157
shares
|
$647,491
0.23% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
9,144
shares
|
$646,572
0.12% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
9,132
shares
|
$645,723
0.22% of portfolio
|
Q2 2025
Added 199.9%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
9,105
shares
|
$643,814
0.39% of portfolio
|
Q1 2023
Reduced 61.55%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,095
shares
|
$643,107
0.04% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
9,087
shares
|
$642,541
0.09% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
9,079
shares
|
$641,976
0.46% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
9,063
shares
|
$640,844
0.14% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
9,061
shares
|
$640,703
0.04% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
9,055
shares
|
$640,279
0.35% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
9,047
shares
|
$639,713
0.29% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jul 17, 2025 Q2 2025 |
9,046
shares
|
$639,642
0.29% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
9,044
shares
|
$639,501
0.23% of portfolio
|
Q2 2025
Reduced 20.11%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,043
shares
|
$639,430
0.09% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
9,028
shares
|
$638,369
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
8,987
shares
|
$635,470
0.05% of portfolio
|
Q2 2025
Reduced 94.07%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,981
shares
|
$635,046
0.38% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
8,970
shares
|
$634,268
0.51% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
8,969
shares
|
$634,197
0.24% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
8,968
shares
|
$634,127
0.07% of portfolio
|
Q2 2025
Added 74.95%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
8,953
shares
|
$633,066
0.41% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
8,948
shares
|
$632,713
0.29% of portfolio
|
Q2 2025
Reduced 1.41%
|