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 |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
6,986
shares
|
$493,770
0.11% of portfolio
|
Q3 2025
Reduced 37.06%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
6,986
shares
|
$493,770
0.08% of portfolio
|
Q3 2025
Added 48.89%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
6,985
shares
|
$493,699
0.15% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
6,977
shares
|
$493,134
0.23% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
6,966
shares
|
$492,356
0.17% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Nvest Financial, LLC
|
Nov 13, 2025 Q3 2025 |
6,965
shares
|
$492,286
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,957
shares
|
$491,720
0.14% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
6,957
shares
|
$491,720
0.1% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
6,948
shares
|
$491,084
0.16% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
6,946
shares
|
$490,943
0.05% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
6,945
shares
|
$490,872
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6,936
shares
|
$490,236
0.09% of portfolio
|
Q2 2024
Added 15.2%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
6,931
shares
|
$489,883
0.11% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
6,910
shares
|
$488,398
0.06% of portfolio
|
Q3 2025
Added 41.63%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
6,904
shares
|
$487,974
0.05% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
6,888
shares
|
$486,843
0.14% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
6,886
shares
|
$486,702
0.07% of portfolio
|
Q3 2025
Added 17.17%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 13, 2026 Q4 2025 |
6,876
shares
|
$485,995
0.02% of portfolio
|
Q3 2024
Added 136.37%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,861
shares
|
$484,935
0.06% of portfolio
|
Q4 2025
Reduced 2.85%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
6,860
shares
|
$484,864
0.39% of portfolio
|
Q3 2025
Reduced 12.24%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
6,842
shares
|
$483,592
0.04% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
6,836
shares
|
$483,168
0.08% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
6,786
shares
|
$479,634
0.04% of portfolio
|
Q3 2025
Added 128.56%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
6,786
shares
|
$479,634
0.33% of portfolio
|
Q3 2025
Reduced 27.92%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
6,784
shares
|
$479,493
0.1% of portfolio
|
Q4 2025
Reduced 0.82%
|
|