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 3,793 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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
8,374
shares
|
$592,125
0.12% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jul 25, 2025 Q2 2025 |
8,365
shares
|
$591,489
0.33% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
8,360
shares
|
$591,135
0.12% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
8,350
shares
|
$590,428
0.6% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
8,343
shares
|
$589,933
0.16% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
8,340
shares
|
$589,721
0.28% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
8,340
shares
|
$589,721
0.05% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
8,329
shares
|
$588,943
0.09% of portfolio
|
Q2 2025
Added 113.29%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
8,325
shares
|
$588,660
0.24% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,323
shares
|
$588,519
0.21% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
8,303
shares
|
$587,105
0.07% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
8,300
shares
|
$586,893
0.18% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
8,287
shares
|
$585,973
0.1% of portfolio
|
Q2 2025
Added 99.98%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
8,286
shares
|
$585,903
0.15% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Goldstream Capital Management LTD
|
Aug 14, 2025 Q2 2025 |
8,276
shares
|
$585,195
0.2% of portfolio
|
Q4 2024
Reduced 55.5%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
8,265
shares
|
$584,418
0.47% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
8,264
shares
|
$584,347
0.89% of portfolio
|
Q1 2025
Reduced 24.53%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
8,242
shares
|
$582,791
0.09% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,234
shares
|
$582,226
0.17% of portfolio
|
Q1 2025
Reduced 12.93%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
8,225
shares
|
$581,589
0.36% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
8,208
shares
|
$580,387
0.22% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
8,199
shares
|
$579,751
0.35% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
8,175
shares
|
$578,054
0.19% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
8,170
shares
|
$577,700
0.05% of portfolio
|
Q4 2024
Reduced 15.51%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
8,121
shares
|
$574,235
0.47% of portfolio
|
Q2 2025
Added 0.11%
|