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 |
|---|---|---|---|---|---|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
4,953
shares
|
$350,078
0.15% of portfolio
|
Q3 2025
Added 35.33%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
4,951
shares
|
$349,936
0.06% of portfolio
|
Q3 2025
Reduced 35.23%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
4,950
shares
|
$349,866
0.11% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,937
shares
|
$348,947
0.12% of portfolio
|
Q2 2022
Added 7.51%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
4,931
shares
|
$348,523
0.04% of portfolio
|
Q3 2025
Reduced 15.35%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
4,927
shares
|
$348,240
0.13% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
4,915
shares
|
$347,392
0.11% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
4,911
shares
|
$347,109
0.11% of portfolio
|
Q3 2025
Reduced 70.2%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
4,908
shares
|
$346,897
0.22% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
4,901
shares
|
$346,402
0.07% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,901
shares
|
$346,402
0.04% of portfolio
|
Q3 2025
Reduced 30.18%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
4,900
shares
|
$346,332
0.01% of portfolio
|
Q3 2025
Added 21.62%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
4,900
shares
|
$346,332
0.18% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
4,898
shares
|
$346,190
0.16% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
4,896
shares
|
$346,049
0.09% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
4,868
shares
|
$344,070
0.06% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
4,865
shares
|
$343,858
0.08% of portfolio
|
Q3 2025
Reduced 67.72%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 13, 2025 Q3 2025 |
4,850
shares
|
$342,798
0.14% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
4,841
shares
|
$342,161
0.1% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
4,831
shares
|
$341,455
0.0% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
4,830
shares
|
$341,384
0.11% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
4,814
shares
|
$340,253
0.15% of portfolio
|
Q3 2025
Added 26.62%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,811
shares
|
$340,041
0.13% of portfolio
|
Q3 2024
Reduced 30.09%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
4,807
shares
|
$339,758
0.25% of portfolio
|
Q3 2025
Added 13.08%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
4,800
shares
|
$339,264
0.02% of portfolio
|
Q3 2025
Added 1.03%
|
|