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 |
|---|---|---|---|---|---|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,552
shares
|
$109,695
0.01% of portfolio
|
Q3 2025
Reduced 28.91%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
1,550
shares
|
$109,554
0.05% of portfolio
|
Q4 2024
Added 138.46%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,522
shares
|
$107,574
0.03% of portfolio
|
Q4 2024
Reduced 47.01%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Nov 13, 2025 Q3 2025 |
1,521
shares
|
$107,504
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
1,505
shares
|
$106,373
0.05% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
1,499
shares
|
$105,949
0.04% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,498
shares
|
$105,878
0.02% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,496
shares
|
$105,737
0.06% of portfolio
|
Q4 2021
Added 7.16%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
1,488
shares
|
$105,171
0.0% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
1,488
shares
|
$105,171
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
1,481
shares
|
$104,677
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 07, 2025 Q3 2025 |
1,449
shares
|
$102,415
0.02% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,434
shares
|
$101,355
0.03% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,408
shares
|
$99,517
0.02% of portfolio
|
Q3 2025
Added 18.72%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
1,400
shares
|
$98,952
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
1,324
shares
|
$93,580
0.0% of portfolio
|
Q3 2025
Reduced 66.51%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
1,323
shares
|
$93,509
0.19% of portfolio
|
Q3 2025
Reduced 91.47%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
1,300
shares
|
$91,884
0.05% of portfolio
|
Q4 2024
Reduced 30.29%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
1,291
shares
|
$91,247
0.01% of portfolio
|
Q3 2025
Reduced 14.56%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,285
shares
|
$90,823
0.02% of portfolio
|
Q2 2023
Added 0.16%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
1,284
shares
|
$90,753
0.03% of portfolio
|
Q3 2025
Reduced 25.44%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
1,270
shares
|
$89,763
0.03% of portfolio
|
Q1 2024
Reduced 36.66%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
1,265
shares
|
$89,410
0.02% of portfolio
|
Q3 2025
Reduced 72.18%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1,246
shares
|
$88,067
0.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
1,240
shares
|
$87,643
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|