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 |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
5,785
shares
|
$408,883
0.12% of portfolio
|
Q3 2025
Reduced 24.75%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
5,777
shares
|
$408,318
0.21% of portfolio
|
Q4 2022
Added 60.61%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
5,774
shares
|
$408,106
0.04% of portfolio
|
Q4 2025
Added 19.45%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,770
shares
|
$407,823
0.03% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
5,767
shares
|
$407,611
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,758
shares
|
$406,975
0.24% of portfolio
|
Q2 2024
Reduced 26.65%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
5,758
shares
|
$406,975
0.14% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
5,751
shares
|
$406,480
0.14% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
5,750
shares
|
$406,410
0.06% of portfolio
|
Q2 2025
Added 210.81%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
5,735
shares
|
$405,349
0.03% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
5,735
shares
|
$405,349
0.17% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
5,725
shares
|
$404,643
0.03% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
5,712
shares
|
$403,724
0.14% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
5,706
shares
|
$403,300
0.21% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
5,704
shares
|
$403,158
0.1% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,699
shares
|
$402,805
0.02% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
5,688
shares
|
$402,027
0.12% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
5,682
shares
|
$401,603
0.04% of portfolio
|
Q3 2025
Added 29.9%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,679
shares
|
$401,391
0.04% of portfolio
|
Q2 2023
Added 29.72%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,675
shares
|
$401,109
0.23% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
5,663
shares
|
$400,260
0.12% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,659
shares
|
$399,978
0.08% of portfolio
|
Q3 2025
Added 283.14%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 19, 2025 Q3 2025 |
5,655
shares
|
$399,695
0.28% of portfolio
|
Q3 2025
Reduced 16.48%
|
|
|
Oak Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,652
shares
|
$399,483
0.13% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,647
shares
|
$399,129
0.16% of portfolio
|
Q3 2025
Added 4.92%
|
|