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 3,779 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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
6,414
shares
|
$453,341
0.02% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
6,406
shares
|
$452,776
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
6,402
shares
|
$452,493
0.23% of portfolio
|
Q4 2025
Reduced 11.7%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
6,400
shares
|
$452,352
0.22% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
6,396
shares
|
$452,069
0.02% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
6,387
shares
|
$451,433
0.08% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,371
shares
|
$450,302
0.13% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
6,366
shares
|
$449,948
0.09% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
6,344
shares
|
$448,393
0.07% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,332
shares
|
$447,545
0.09% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
6,323
shares
|
$446,909
0.16% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
6,322
shares
|
$446,838
0.41% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
6,321
shares
|
$446,768
0.2% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
6,307
shares
|
$445,778
0.18% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
6,300
shares
|
$445,284
0.04% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,298
shares
|
$445,142
0.03% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Insight Folios Inc
|
Oct 24, 2024 Q3 2024 |
6,294
shares
|
$444,859
0.16% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,291
shares
|
$444,647
0.02% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
6,260
shares
|
$442,456
0.08% of portfolio
|
Q3 2024
Reduced 24.61%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
6,259
shares
|
$442,386
0.07% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
6,243
shares
|
$441,255
0.2% of portfolio
|
Q4 2025
Added 3.07%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
6,243
shares
|
$441,255
0.26% of portfolio
|
Q3 2025
Added 26.81%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
6,234
shares
|
$440,619
0.04% of portfolio
|
Q3 2025
Added 114.45%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
6,229
shares
|
$440,265
0.02% of portfolio
|
Q3 2025
Reduced 20.28%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
6,228
shares
|
$440,195
0.26% of portfolio
|
Q3 2025
Added 1.65%
|
|