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 |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
6,623
shares
|
$468,113
0.08% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
6,616
shares
|
$467,618
0.05% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
6,612
shares
|
$467,336
0.1% of portfolio
|
Q3 2025
Added 47.23%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
6,608
shares
|
$467,053
0.13% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
6,596
shares
|
$466,205
0.06% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
6,577
shares
|
$464,862
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
6,571
shares
|
$464,438
0.2% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
6,558
shares
|
$463,519
0.06% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
6,553
shares
|
$463,166
0.21% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,547
shares
|
$462,741
0.07% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
6,538
shares
|
$462,105
0.09% of portfolio
|
Q3 2020
Reduced 2.94%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
6,533
shares
|
$461,752
0.19% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
6,531
shares
|
$461,611
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
6,523
shares
|
$461,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
6,520
shares
|
$460,833
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
6,498
shares
|
$459,278
0.01% of portfolio
|
Q3 2025
Reduced 59.32%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
6,493
shares
|
$458,925
0.05% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 24, 2025 Q3 2025 |
6,491
shares
|
$458,783
0.08% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
6,482
shares
|
$458,147
0.1% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
6,478
shares
|
$457,865
0.03% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 09, 2026 Q4 2025 |
6,453
shares
|
$456,098
0.47% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
6,445
shares
|
$455,532
0.1% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
6,445
shares
|
$455,532
0.09% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
6,436
shares
|
$454,896
0.11% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
6,432
shares
|
$454,613
0.1% of portfolio
|
Q1 2024
Reduced 0.17%
|
|