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 3,776 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 |
|---|---|---|---|---|---|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
6,227
shares
|
$440,124
0.17% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
6,226
shares
|
$440,053
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
6,222
shares
|
$439,770
0.17% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
6,222
shares
|
$439,770
0.06% of portfolio
|
Q3 2025
Added 13.29%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
6,222
shares
|
$439,770
0.01% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
6,217
shares
|
$439,417
0.05% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
6,216
shares
|
$439,346
0.04% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
6,215
shares
|
$439,276
0.12% of portfolio
|
Q3 2025
Reduced 15.29%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,212
shares
|
$439,064
0.1% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
6,201
shares
|
$438,286
0.03% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
6,200
shares
|
$438,216
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
6,196
shares
|
$437,933
0.02% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
6,189
shares
|
$437,438
0.1% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
6,187
shares
|
$437,297
0.11% of portfolio
|
Q3 2025
Added 29.65%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
6,184
shares
|
$437,085
0.34% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
6,168
shares
|
$435,954
0.04% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
6,167
shares
|
$435,883
0.07% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,166
shares
|
$435,812
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
6,150
shares
|
$434,682
0.37% of portfolio
|
Q3 2025
Reduced 26.35%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
6,128
shares
|
$433,127
0.17% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
6,126
shares
|
$432,985
0.08% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
6,118
shares
|
$432,420
0.19% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
6,111
shares
|
$431,925
0.14% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
6,110
shares
|
$431,854
0.19% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
6,092
shares
|
$430,582
0.27% of portfolio
|
Q3 2025
New holding
|
|