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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,165
shares
|
$506,422
0.14% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
7,162
shares
|
$506,210
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 27, 2025 Q3 2025 |
7,157
shares
|
$505,856
0.1% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
7,155
shares
|
$505,715
0.17% of portfolio
|
Q3 2025
Added 66.16%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
7,139
shares
|
$504,584
0.15% of portfolio
|
Q3 2023
Added 13.9%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
7,137
shares
|
$504,443
0.08% of portfolio
|
Q3 2025
Added 45.21%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
7,126
shares
|
$503,665
0.07% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,114
shares
|
$502,817
0.04% of portfolio
|
Q3 2025
Reduced 53.74%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
7,104
shares
|
$502,110
0.22% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
7,092
shares
|
$501,262
0.14% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
7,079
shares
|
$500,343
0.27% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
7,070
shares
|
$499,707
0.31% of portfolio
|
Q3 2025
Added 12.31%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
7,069
shares
|
$499,636
0.36% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
7,066
shares
|
$499,424
0.06% of portfolio
|
Q3 2025
Added 179.29%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
7,062
shares
|
$499,142
0.08% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
7,059
shares
|
$498,930
0.27% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,031
shares
|
$496,951
0.17% of portfolio
|
Q3 2023
Reduced 12.24%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
7,031
shares
|
$496,951
0.25% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
7,025
shares
|
$496,527
0.23% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
7,015
shares
|
$495,820
0.11% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Front Street Capital Management, Inc.
|
Nov 14, 2025 Q3 2025 |
7,014
shares
|
$495,749
0.07% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
7,013
shares
|
$495,678
0.17% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 21, 2025 Q3 2025 |
7,012
shares
|
$495,608
0.26% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
7,006
shares
|
$495,184
0.04% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,997
shares
|
$494,547
0.05% of portfolio
|
Q1 2024
Reduced 10.26%
|
|