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 3,770 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 |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,500
shares
|
$318,060
0.21% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
4,498
shares
|
$317,918
0.03% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
4,496
shares
|
$317,777
0.1% of portfolio
|
Q3 2023
Reduced 3.39%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
4,489
shares
|
$317,282
0.03% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
4,475
shares
|
$316,293
0.16% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
4,463
shares
|
$315,444
0.08% of portfolio
|
Q4 2023
Added 12.39%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,463
shares
|
$315,444
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,462
shares
|
$315,374
0.02% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
4,455
shares
|
$314,879
0.19% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
4,447
shares
|
$314,313
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
4,445
shares
|
$314,172
0.04% of portfolio
|
Q3 2025
Reduced 53.55%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
4,445
shares
|
$314,172
0.11% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
4,443
shares
|
$314,031
0.06% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
4,441
shares
|
$313,889
0.21% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
4,434
shares
|
$313,395
0.04% of portfolio
|
Q3 2025
Added 14.28%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
4,433
shares
|
$313,324
0.03% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,431
shares
|
$313,183
0.1% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
4,426
shares
|
$312,829
0.19% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
4,423
shares
|
$312,617
0.09% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
4,412
shares
|
$311,840
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
4,396
shares
|
$310,709
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
4,395
shares
|
$310,638
0.1% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
4,394
shares
|
$310,567
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
4,393
shares
|
$310,497
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
4,393
shares
|
$310,497
0.16% of portfolio
|
Q3 2025
Reduced 14.7%
|
|