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 |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,784
shares
|
$479,493
0.26% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
6,781
shares
|
$479,281
0.1% of portfolio
|
Q1 2024
Added 0.86%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
6,774
shares
|
$478,786
0.07% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
6,756
shares
|
$477,514
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
6,753
shares
|
$477,302
0.19% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
6,749
shares
|
$477,019
0.05% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
6,749
shares
|
$477,019
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
6,747
shares
|
$476,877
0.05% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
6,724
shares
|
$475,252
0.04% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
6,722
shares
|
$475,110
0.06% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
6,721
shares
|
$475,040
0.02% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
6,708
shares
|
$474,121
0.43% of portfolio
|
Q3 2022
New holding
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2025 Q3 2025 |
6,705
shares
|
$473,909
0.14% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
6,701
shares
|
$473,626
0.32% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,679
shares
|
$472,071
0.16% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
6,678
shares
|
$472,001
0.04% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,667
shares
|
$471,223
0.06% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
6,666
shares
|
$471,152
0.18% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
6,665
shares
|
$471,082
0.01% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
6,650
shares
|
$470,022
0.07% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,639
shares
|
$469,244
0.05% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
6,631
shares
|
$468,679
0.05% of portfolio
|
Q3 2022
Added 211.17%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
6,631
shares
|
$468,679
0.13% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
6,628
shares
|
$468,467
0.08% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
6,623
shares
|
$468,113
0.03% of portfolio
|
Q2 2025
Added 5.28%
|
|