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 |
|---|---|---|---|---|---|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
869
shares
|
$61,420
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
860
shares
|
$60,784
0.05% of portfolio
|
Q4 2023
Reduced 1.15%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
850
shares
|
$60,078
0.02% of portfolio
|
Q3 2025
Reduced 68.77%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
832
shares
|
$58,805
0.03% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
822
shares
|
$58,098
0.0% of portfolio
|
Q2 2024
Reduced 10.16%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
820
shares
|
$57,957
0.04% of portfolio
|
Q3 2021
Reduced 26.79%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
809
shares
|
$57,180
0.22% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
806
shares
|
$56,968
0.02% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
801
shares
|
$56,614
0.01% of portfolio
|
Q3 2023
Added 8.1%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
791
shares
|
$55,907
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
791
shares
|
$55,907
0.03% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
777
shares
|
$54,918
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
772
shares
|
$54,564
0.01% of portfolio
|
Q2 2025
Added 82.94%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
771
shares
|
$54,494
0.04% of portfolio
|
Q2 2025
Added 671.0%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
762
shares
|
$53,858
0.01% of portfolio
|
Q3 2025
Reduced 15.71%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
761
shares
|
$53,787
0.02% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
755
shares
|
$53,363
0.04% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
750
shares
|
$53,010
0.16% of portfolio
|
Q3 2025
Reduced 97.52%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
749
shares
|
$52,939
0.05% of portfolio
|
Q2 2025
Reduced 30.71%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
746
shares
|
$52,727
0.02% of portfolio
|
Q3 2025
Added 316.76%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
744
shares
|
$52,585
0.02% of portfolio
|
Q3 2025
Added 24.21%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
729
shares
|
$51,525
0.04% of portfolio
|
Q2 2025
Added 49.08%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
700
shares
|
$49,476
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
680
shares
|
$48,062
0.02% of portfolio
|
Q4 2023
Added 6.92%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
679
shares
|
$47,991
0.01% of portfolio
|
Q3 2025
Added 3.82%
|
|