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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
8,648
shares
|
$611,500
0.06% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
8,640
shares
|
$610,934
0.06% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,635
shares
|
$610,580
0.01% of portfolio
|
Q2 2025
Reduced 19.77%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
8,629
shares
|
$610,156
0.24% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
8,621
shares
|
$609,590
0.02% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
8,615
shares
|
$609,166
0.19% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
8,606
shares
|
$608,530
0.19% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
8,605
shares
|
$608,459
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
8,591
shares
|
$607,469
0.05% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
8,578
shares
|
$606,550
0.07% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
8,547
shares
|
$604,358
0.02% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
8,540
shares
|
$603,863
0.42% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
8,475
shares
|
$599,267
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
8,465
shares
|
$598,560
0.17% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
8,463
shares
|
$598,418
0.33% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
8,461
shares
|
$598,277
0.19% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
8,455
shares
|
$597,853
0.1% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
8,447
shares
|
$597,287
0.44% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
8,422
shares
|
$595,519
0.82% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
8,418
shares
|
$595,236
0.12% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
8,415
shares
|
$595,024
0.28% of portfolio
|
Q2 2025
Reduced 46.5%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
8,402
shares
|
$594,105
0.07% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
8,400
shares
|
$593,964
0.07% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
8,400
shares
|
$593,964
0.18% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,381
shares
|
$592,620
0.26% of portfolio
|
Q1 2023
Added 91.83%
|