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 |
|---|---|---|---|---|---|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
5,438
shares
|
$384,357
0.04% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
5,431
shares
|
$383,863
0.33% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
5,427
shares
|
$383,580
0.06% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
5,425
shares
|
$383,439
0.11% of portfolio
|
Q2 2024
Reduced 6.8%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
5,421
shares
|
$383,156
0.16% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
5,410
shares
|
$382,378
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,410
shares
|
$382,378
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
5,405
shares
|
$382,025
0.11% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,404
shares
|
$381,954
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
5,399
shares
|
$381,601
0.05% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Sippican Capital Advisors
|
Oct 27, 2025 Q3 2025 |
5,399
shares
|
$381,601
0.26% of portfolio
|
Q1 2024
Reduced 20.59%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
5,383
shares
|
$380,470
0.35% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
5,369
shares
|
$379,480
0.11% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
5,368
shares
|
$379,410
0.11% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
5,363
shares
|
$379,056
0.25% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,355
shares
|
$378,491
0.11% of portfolio
|
Q3 2025
Reduced 19.88%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,355
shares
|
$378,491
0.03% of portfolio
|
Q3 2025
Reduced 10.96%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
5,346
shares
|
$377,855
0.57% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
5,342
shares
|
$377,572
0.1% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
5,336
shares
|
$377,148
0.23% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,331
shares
|
$376,795
0.2% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
5,325
shares
|
$376,371
0.04% of portfolio
|
Q2 2025
Reduced 32.81%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
5,318
shares
|
$375,876
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
5,316
shares
|
$375,734
0.19% of portfolio
|
Q3 2025
Reduced 14.33%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
5,301
shares
|
$374,674
0.33% of portfolio
|
Q3 2025
Added 71.55%
|
|