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 3,777 institutions that hold shares in the stock, with a total of 3.07 Billion shares, which have been reported (via 13F filing form) to have a value of $217 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
7,692
shares
|
$543,670
0.25% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
7,678
shares
|
$542,681
0.2% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
7,673
shares
|
$542,327
0.07% of portfolio
|
Q3 2025
Added 6.42%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
7,668
shares
|
$541,974
0.23% of portfolio
|
Q4 2025
Reduced 3.16%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
7,663
shares
|
$541,620
0.11% of portfolio
|
Q4 2025
Added 7.45%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 09, 2025 Q3 2025 |
7,649
shares
|
$540,631
0.12% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
7,648
shares
|
$540,560
0.09% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
7,632
shares
|
$539,429
0.4% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
7,616
shares
|
$538,298
0.04% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
7,612
shares
|
$538,016
0.24% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
7,600
shares
|
$537,168
0.11% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
7,597
shares
|
$536,955
0.17% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
7,592
shares
|
$536,602
0.21% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
7,584
shares
|
$536,037
0.13% of portfolio
|
Q2 2023
Added 111.61%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
7,572
shares
|
$535,188
0.06% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
7,567
shares
|
$534,835
0.05% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
7,563
shares
|
$534,552
0.67% of portfolio
|
Q1 2024
Added 7.51%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
7,562
shares
|
$534,482
0.39% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
7,560
shares
|
$534,340
0.19% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
7,555
shares
|
$533,987
0.06% of portfolio
|
Q3 2025
Added 28.99%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,544
shares
|
$533,209
0.17% of portfolio
|
Q1 2024
Added 1.29%
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
7,539
shares
|
$532,856
0.17% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
7,537
shares
|
$532,715
0.02% of portfolio
|
Q4 2025
Added 9.6%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
7,536
shares
|
$532,644
0.09% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
7,527
shares
|
$532,008
0.09% of portfolio
|
Q3 2025
Added 40.9%
|
|