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 |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,464
shares
|
$244,835
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
3,463
shares
|
$244,764
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Oct 09, 2025 Q3 2025 |
3,461
shares
|
$244,623
0.12% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Cmg Global Holdings, LLC
|
Oct 16, 2025 Q3 2025 |
3,459
shares
|
$244,482
0.12% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
3,458
shares
|
$244,411
0.03% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
3,457
shares
|
$244,340
0.1% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,450
shares
|
$243,846
0.04% of portfolio
|
Q1 2024
Reduced 33.19%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
3,443
shares
|
$243,351
0.11% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,436
shares
|
$242,856
0.17% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
3,431
shares
|
$242,503
0.12% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
3,430
shares
|
$242,432
0.05% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
3,426
shares
|
$242,149
0.05% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,417
shares
|
$241,513
0.04% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
3,416
shares
|
$241,442
0.2% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,405
shares
|
$240,665
0.04% of portfolio
|
Q3 2025
Reduced 21.4%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
3,403
shares
|
$240,524
0.02% of portfolio
|
Q2 2025
Reduced 11.45%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,403
shares
|
$240,524
0.08% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
3,400
shares
|
$240,312
0.06% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
3,400
shares
|
$240,312
0.06% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,399
shares
|
$240,241
0.94% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,397
shares
|
$240,099
0.01% of portfolio
|
Q1 2022
Reduced 50.19%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
3,388
shares
|
$239,463
0.04% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
3,386
shares
|
$239,322
0.12% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Dec 02, 2025 Q3 2025 |
3,380
shares
|
$238,898
0.03% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
3,379
shares
|
$238,827
0.1% of portfolio
|
Q3 2025
Added 0.06%
|
|