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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
3,123
shares
|
$220,733
0.03% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Oct 02, 2025 Q3 2025 |
3,118
shares
|
$220,380
0.1% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,108
shares
|
$219,673
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
3,107
shares
|
$219,602
0.04% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
3,099
shares
|
$219,037
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
3,096
shares
|
$218,825
0.04% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Oct 17, 2025 Q3 2025 |
3,096
shares
|
$218,825
0.11% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,093
shares
|
$218,613
0.03% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
3,093
shares
|
$218,613
0.08% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
3,091
shares
|
$218,471
0.07% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
3,090
shares
|
$218,401
0.05% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,087
shares
|
$218,189
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
3,087
shares
|
$218,189
0.06% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
3,081
shares
|
$217,765
0.15% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
3,075
shares
|
$217,341
0.11% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
3,070
shares
|
$216,987
0.12% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3,063
shares
|
$216,492
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
3,060
shares
|
$216,280
0.07% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Westshore Wealth, LLC
|
Nov 17, 2025 Q3 2025 |
3,057
shares
|
$216,068
0.07% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
3,057
shares
|
$216,068
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
3,052
shares
|
$215,715
0.01% of portfolio
|
Q3 2025
Reduced 48.66%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Nov 10, 2025 Q3 2025 |
3,049
shares
|
$215,503
0.12% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,048
shares
|
$215,432
0.07% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
3,043
shares
|
$215,079
0.06% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
3,038
shares
|
$214,725
0.14% of portfolio
|
Q2 2025
Added 19.42%
|
|