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 3,779 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 |
|---|---|---|---|---|---|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
3,782
shares
|
$267,311
0.09% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
3,771
shares
|
$266,534
0.12% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
3,767
shares
|
$266,251
0.04% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Edge Rock Capital LLC
|
Oct 28, 2025 Q3 2025 |
3,761
shares
|
$265,827
0.09% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
3,759
shares
|
$265,686
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
3,756
shares
|
$265,474
0.19% of portfolio
|
Q3 2025
Added 11.69%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
3,754
shares
|
$265,332
0.15% of portfolio
|
Q3 2025
Added 12.06%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
3,747
shares
|
$264,837
0.05% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Oct 20, 2025 Q3 2025 |
3,740
shares
|
$264,343
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
3,740
shares
|
$264,343
0.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,739
shares
|
$264,272
0.04% of portfolio
|
Q3 2025
Added 25.09%
|
|
|
Nova R Wealth, Inc.
|
Oct 23, 2025 Q3 2025 |
3,726
shares
|
$263,353
0.11% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
3,726
shares
|
$263,353
0.05% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
3,724
shares
|
$263,212
0.03% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
3,720
shares
|
$262,929
0.06% of portfolio
|
Q3 2025
Added 12.59%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
3,720
shares
|
$262,929
0.03% of portfolio
|
Q4 2025
Added 151.18%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
3,716
shares
|
$262,646
0.12% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Congress Park Capital LLC
|
Oct 07, 2025 Q3 2025 |
3,700
shares
|
$261,516
0.08% of portfolio
|
Q2 2025
Reduced 61.24%
|
|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
3,698
shares
|
$261,374
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
3,689
shares
|
$260,738
0.04% of portfolio
|
Q3 2025
Reduced 90.12%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
3,684
shares
|
$260,385
0.03% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
3,679
shares
|
$260,031
0.14% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
3,676
shares
|
$259,819
0.13% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
3,674
shares
|
$259,678
0.04% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
3,673
shares
|
$259,607
0.06% of portfolio
|
Q3 2025
Reduced 1.29%
|
|