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 |
|---|---|---|---|---|---|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,156
shares
|
$364,426
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,155
shares
|
$364,355
0.02% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,154
shares
|
$364,284
0.11% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Oct 15, 2025 Q3 2025 |
5,142
shares
|
$363,436
0.11% of portfolio
|
Q1 2025
Reduced 12.73%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
5,142
shares
|
$363,436
0.16% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
5,140
shares
|
$363,295
0.16% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
5,137
shares
|
$363,083
0.05% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
5,133
shares
|
$362,800
0.14% of portfolio
|
Q3 2025
Added 44.39%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
5,130
shares
|
$362,588
0.07% of portfolio
|
Q3 2025
Added 25.98%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
5,125
shares
|
$362,235
0.09% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
5,124
shares
|
$362,164
0.04% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
5,122
shares
|
$362,022
0.06% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,121
shares
|
$361,952
0.17% of portfolio
|
Q2 2023
Added 3.06%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,119
shares
|
$361,810
0.67% of portfolio
|
Q3 2025
Added 96.81%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,117
shares
|
$361,669
0.16% of portfolio
|
Q3 2025
Added 30.54%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
5,117
shares
|
$361,669
0.25% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
5,117
shares
|
$361,669
0.23% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
5,088
shares
|
$359,619
0.19% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
5,079
shares
|
$358,983
0.03% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
5,072
shares
|
$358,488
0.07% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
5,069
shares
|
$358,276
0.11% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
5,068
shares
|
$358,206
0.29% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
5,065
shares
|
$357,994
0.03% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
5,057
shares
|
$357,428
0.18% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
5,056
shares
|
$357,358
0.05% of portfolio
|
Q3 2025
Added 31.91%
|
|