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 |
|---|---|---|---|---|---|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
5,056
shares
|
$357,358
0.05% of portfolio
|
Q3 2025
Added 31.91%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
5,052
shares
|
$357,075
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,041
shares
|
$356,297
0.09% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
5,041
shares
|
$356,297
0.02% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
5,040
shares
|
$356,227
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
5,038
shares
|
$356,085
0.1% of portfolio
|
Q3 2025
Added 38.14%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
5,033
shares
|
$355,732
0.21% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
5,024
shares
|
$355,096
0.11% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
5,020
shares
|
$354,813
0.01% of portfolio
|
Q3 2025
Reduced 79.57%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
5,020
shares
|
$354,813
0.18% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 14, 2025 Q3 2025 |
5,010
shares
|
$354,106
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,003
shares
|
$353,612
0.08% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
5,000
shares
|
$353,400
0.35% of portfolio
|
Q2 2022
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,995
shares
|
$353,046
0.04% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
4,993
shares
|
$352,905
0.03% of portfolio
|
Q3 2025
Added 25.04%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,991
shares
|
$352,763
0.02% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
4,989
shares
|
$352,622
0.13% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
4,985
shares
|
$352,339
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
4,983
shares
|
$352,198
0.01% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Wallington Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,979
shares
|
$351,915
0.05% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
4,977
shares
|
$351,774
0.1% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
4,966
shares
|
$350,996
0.08% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,963
shares
|
$350,784
0.11% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,962
shares
|
$350,714
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
4,956
shares
|
$350,290
0.15% of portfolio
|
Q3 2025
Reduced 2.52%
|
|