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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
371
shares
|
$26,222
0.01% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
359
shares
|
$25,374
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
356
shares
|
$25,162
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Nov 03, 2025 Q3 2025 |
352
shares
|
$24,879
0.01% of portfolio
|
Q1 2025
Reduced 41.53%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
336
shares
|
$23,748
0.01% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
334
shares
|
$23,607
0.02% of portfolio
|
Q3 2025
Added 17.61%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
333
shares
|
$23,536
0.01% of portfolio
|
Q3 2025
Added 166.4%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
330
shares
|
$23,324
0.03% of portfolio
|
Q2 2025
Reduced 85.43%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
323
shares
|
$22,829
0.01% of portfolio
|
Q2 2025
Reduced 55.33%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
314
shares
|
$22,193
0.01% of portfolio
|
Q3 2025
Reduced 85.29%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
313
shares
|
$22,122
0.01% of portfolio
|
Q3 2025
Added 107.28%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
312
shares
|
$22,052
0.01% of portfolio
|
Q1 2022
Added 0.32%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
310
shares
|
$21,910
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
309
shares
|
$21,840
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
300
shares
|
$21,204
0.01% of portfolio
|
Q1 2024
Reduced 40.24%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
300
shares
|
$21,204
0.01% of portfolio
|
Q4 2024
Reduced 34.92%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
297
shares
|
$20,991
0.0% of portfolio
|
Q3 2025
Added 194.06%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
295
shares
|
$20,850
0.01% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
280
shares
|
$19,790
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
277
shares
|
$19,578
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
269
shares
|
$19,012
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
267
shares
|
$18,871
0.01% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
261
shares
|
$18,447
0.01% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
253
shares
|
$17,882
0.01% of portfolio
|
Q1 2025
Reduced 79.87%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
245
shares
|
$17,316
0.01% of portfolio
|
Q3 2025
Added 7.93%
|
|