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 |
|---|---|---|---|---|---|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
3,374
shares
|
$238,474
0.06% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,364
shares
|
$237,767
0.04% of portfolio
|
Q1 2023
Reduced 6.27%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
3,364
shares
|
$237,767
0.03% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
3,360
shares
|
$237,484
0.08% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,355
shares
|
$237,131
0.03% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2025 Q3 2025 |
3,355
shares
|
$237,131
0.11% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Wedgewood Investors Inc
|
Oct 23, 2025 Q3 2025 |
3,343
shares
|
$236,283
0.25% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
3,338
shares
|
$235,929
0.1% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
3,336
shares
|
$235,788
0.08% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
3,332
shares
|
$235,505
0.02% of portfolio
|
Q3 2022
Added 66.6%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
3,319
shares
|
$234,586
0.12% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,318
shares
|
$234,516
0.02% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
3,316
shares
|
$234,374
0.17% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
3,311
shares
|
$234,021
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
3,303
shares
|
$233,456
0.37% of portfolio
|
Q2 2022
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 27, 2025 Q3 2025 |
3,302
shares
|
$233,385
0.09% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
3,295
shares
|
$232,890
0.08% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,293
shares
|
$232,749
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Oct 17, 2025 Q3 2025 |
3,292
shares
|
$232,678
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
3,289
shares
|
$232,466
0.13% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
3,288
shares
|
$232,395
0.02% of portfolio
|
Q3 2025
Reduced 21.53%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
3,285
shares
|
$232,183
0.08% of portfolio
|
Q2 2025
Reduced 17.59%
|
|
|
Sl Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
3,277
shares
|
$231,618
0.43% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Sterling Manor Financial, LLC
|
Oct 08, 2025 Q3 2025 |
3,270
shares
|
$231,123
0.16% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
3,268
shares
|
$230,982
0.1% of portfolio
|
Q3 2025
Added 15.64%
|
|