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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
500
shares
|
$35,340
0.01% of portfolio
|
Q3 2025
Reduced 15.97%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
498
shares
|
$35,198
0.02% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
498
shares
|
$35,198
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
489
shares
|
$34,562
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
485
shares
|
$34,279
0.02% of portfolio
|
Q3 2025
Reduced 42.94%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
479
shares
|
$33,855
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
463
shares
|
$32,724
0.02% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
458
shares
|
$32,371
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
438
shares
|
$30,957
0.01% of portfolio
|
Q3 2025
Added 421.43%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
436
shares
|
$30,816
0.12% of portfolio
|
Q3 2025
Reduced 89.99%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
436
shares
|
$30,816
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
432
shares
|
$30,533
0.01% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
429
shares
|
$30,321
0.01% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
424
shares
|
$29,968
0.0% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
411
shares
|
$29,049
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
410
shares
|
$28,978
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
400
shares
|
$28,272
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
400
shares
|
$28,272
0.01% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
400
shares
|
$28,272
0.02% of portfolio
|
Q2 2025
Reduced 32.43%
|
|
|
Miller Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
390
shares
|
$27,565
0.01% of portfolio
|
Q1 2025
Added 290.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
379
shares
|
$26,787
0.02% of portfolio
|
Q2 2022
Reduced 59.2%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
377
shares
|
$26,646
0.0% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
376
shares
|
$26,575
0.01% of portfolio
|
Q2 2025
Reduced 85.88%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
376
shares
|
$26,575
0.01% of portfolio
|
Q3 2025
Reduced 74.46%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
375
shares
|
$26,505
0.0% of portfolio
|
Q2 2025
Reduced 97.7%
|
|