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 |
|---|---|---|---|---|---|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
3,648
shares
|
$257,840
0.14% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
3,643
shares
|
$257,487
0.04% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
3,643
shares
|
$257,487
0.04% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
3,635
shares
|
$256,921
0.2% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
3,634
shares
|
$256,851
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,629
shares
|
$256,497
0.19% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Oct 15, 2025 Q3 2025 |
3,625
shares
|
$256,215
0.1% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
3,613
shares
|
$255,366
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
3,599
shares
|
$254,377
0.01% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Oak Ridge Investments LLC
|
Oct 29, 2025 Q3 2025 |
3,598
shares
|
$254,306
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 13, 2025 Q3 2025 |
3,597
shares
|
$254,235
0.01% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
3,596
shares
|
$254,165
0.05% of portfolio
|
Q1 2025
Reduced 78.34%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
3,594
shares
|
$254,023
0.04% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,590
shares
|
$253,741
0.11% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
3,588
shares
|
$253,599
0.11% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,586
shares
|
$253,458
0.11% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,581
shares
|
$253,105
0.02% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
3,581
shares
|
$253,105
0.09% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
3,581
shares
|
$253,105
0.07% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,578
shares
|
$252,893
0.03% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
3,578
shares
|
$252,893
0.04% of portfolio
|
Q3 2025
Reduced 31.1%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
3,576
shares
|
$252,751
0.02% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
3,575
shares
|
$252,681
0.1% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
3,572
shares
|
$252,468
0.08% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
3,572
shares
|
$252,468
0.08% of portfolio
|
Q3 2025
Added 5.06%
|
|