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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,013
shares
|
$142,278
0.05% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
2,002
shares
|
$141,501
0.09% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,988
shares
|
$140,511
0.04% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,938
shares
|
$136,977
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,928
shares
|
$136,271
0.03% of portfolio
|
Q3 2025
Added 141.0%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,922
shares
|
$135,846
0.01% of portfolio
|
Q3 2025
Added 1207.48%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,875
shares
|
$132,525
0.04% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
1,853
shares
|
$130,970
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
1,849
shares
|
$130,687
0.03% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,841
shares
|
$130,121
0.01% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
1,833
shares
|
$129,556
0.02% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,832
shares
|
$129,485
0.08% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1,830
shares
|
$129,344
0.03% of portfolio
|
Q4 2025
Added 25.95%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
1,828
shares
|
$129,203
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,817
shares
|
$128,425
0.02% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
1,800
shares
|
$127,224
0.05% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
1,750
shares
|
$123,690
0.15% of portfolio
|
Q2 2022
Reduced 10.26%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
1,731
shares
|
$122,347
0.02% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,722
shares
|
$121,710
0.02% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
1,646
shares
|
$116,339
0.03% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
1,625
shares
|
$114,855
0.1% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Lipe & Dalton
|
Aug 01, 2025 Q2 2025 |
1,600
shares
|
$113,088
0.06% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
1,600
shares
|
$113,088
0.01% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
1,590
shares
|
$112,381
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,573
shares
|
$111,179
0.01% of portfolio
|
Q3 2025
Reduced 39.13%
|
|