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 3,774 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 |
|---|---|---|---|---|---|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
5,301
shares
|
$374,674
0.33% of portfolio
|
Q3 2025
Added 71.55%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
5,300
shares
|
$374,604
0.17% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
5,282
shares
|
$373,331
0.2% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
5,275
shares
|
$372,837
0.04% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
5,275
shares
|
$372,837
0.88% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,270
shares
|
$372,483
0.06% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
5,268
shares
|
$372,342
0.24% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
5,264
shares
|
$372,059
0.01% of portfolio
|
Q3 2025
Reduced 79.1%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 06, 2026 Q4 2025 |
5,259
shares
|
$371,706
0.17% of portfolio
|
Q4 2025
Added 0.77%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,247
shares
|
$370,857
0.12% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Nov 12, 2025 Q3 2025 |
5,245
shares
|
$370,716
0.03% of portfolio
|
Q3 2025
Reduced 87.56%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,229
shares
|
$369,585
0.01% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
5,225
shares
|
$369,303
0.1% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
5,225
shares
|
$369,303
0.32% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
5,219
shares
|
$368,878
0.12% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
5,217
shares
|
$368,737
0.13% of portfolio
|
Q2 2025
Reduced 16.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
5,216
shares
|
$368,666
0.38% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
5,209
shares
|
$368,172
0.01% of portfolio
|
Q3 2019
Reduced 18.07%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,206
shares
|
$367,960
0.04% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
5,187
shares
|
$366,617
0.07% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
5,185
shares
|
$366,475
0.05% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
5,185
shares
|
$366,475
0.05% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
5,177
shares
|
$365,910
0.04% of portfolio
|
Q2 2024
Added 24.9%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
5,177
shares
|
$365,910
0.24% of portfolio
|
Q3 2025
Reduced 65.99%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
5,159
shares
|
$364,638
0.16% of portfolio
|
Q3 2025
Reduced 3.28%
|
|