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 |
|---|---|---|---|---|---|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,645
shares
|
$398,988
0.27% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
5,643
shares
|
$398,847
0.05% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,642
shares
|
$398,776
0.11% of portfolio
|
Q4 2022
Added 7.63%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,625
shares
|
$397,575
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
5,616
shares
|
$396,938
0.12% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
5,606
shares
|
$396,232
0.17% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
5,604
shares
|
$396,090
0.17% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
5,601
shares
|
$395,878
0.1% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
5,599
shares
|
$395,737
0.12% of portfolio
|
Q3 2023
Added 2.28%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
5,595
shares
|
$395,454
0.16% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Sentry LLC
Memphis, TN |
Oct 22, 2025 Q3 2025 |
5,587
shares
|
$394,889
0.09% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
5,584
shares
|
$394,677
0.24% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
5,565
shares
|
$393,334
0.11% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,548
shares
|
$392,132
0.17% of portfolio
|
Q2 2022
Added 2.42%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
5,533
shares
|
$391,072
0.17% of portfolio
|
Q3 2025
Reduced 24.66%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
5,521
shares
|
$390,224
0.29% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
5,504
shares
|
$389,022
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
5,496
shares
|
$388,457
0.07% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
5,496
shares
|
$388,457
0.02% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
5,485
shares
|
$387,679
0.05% of portfolio
|
Q3 2025
Added 21.03%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2025 Q3 2025 |
5,483
shares
|
$387,538
0.07% of portfolio
|
Q3 2025
Reduced 23.38%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
5,482
shares
|
$387,467
0.11% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
5,479
shares
|
$387,255
0.06% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
5,467
shares
|
$386,407
0.05% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
5,467
shares
|
$386,407
0.24% of portfolio
|
Q3 2025
Reduced 19.56%
|
|