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 |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
1,234
shares
|
$87,219
0.01% of portfolio
|
Q3 2025
Added 23.28%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,224
shares
|
$86,512
0.04% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
1,212
shares
|
$85,664
0.01% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,210
shares
|
$85,522
0.05% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
1,209
shares
|
$85,452
0.03% of portfolio
|
Q4 2024
Added 61.42%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
1,200
shares
|
$84,816
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,188
shares
|
$83,967
0.07% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,186
shares
|
$83,826
0.02% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
1,184
shares
|
$83,685
0.02% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,179
shares
|
$83,331
0.02% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1,164
shares
|
$82,271
0.04% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,163
shares
|
$82,200
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,144
shares
|
$80,857
0.02% of portfolio
|
Q3 2025
Reduced 26.85%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
1,140
shares
|
$80,575
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,135
shares
|
$80,221
0.04% of portfolio
|
Q1 2022
Added 9.13%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
1,118
shares
|
$79,020
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,116
shares
|
$78,878
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
1,092
shares
|
$77,182
0.03% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,065
shares
|
$75,274
0.01% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,065
shares
|
$75,274
0.05% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
1,065
shares
|
$75,274
0.07% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
1,060
shares
|
$74,920
0.07% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,053
shares
|
$74,426
0.11% of portfolio
|
Q3 2022
Added 0.67%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,047
shares
|
$74,001
0.0% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
1,030
shares
|
$72,800
0.04% of portfolio
|
Q3 2025
Added 0.68%
|
|