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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
144,867
shares
|
$10.2 Million
0.24% of portfolio
|
Q3 2025
Reduced 20.59%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
144,472
shares
|
$10.2 Million
3.06% of portfolio
|
Q2 2022
Added 0.57%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 22, 2025 Q3 2025 |
144,000
shares
|
$10.2 Million
0.34% of portfolio
|
Q4 2023
Reduced 13.1%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
143,663
shares
|
$10.2 Million
0.14% of portfolio
|
Q2 2023
Added 5.92%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
143,333
shares
|
$10.1 Million
6.54% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
142,034
shares
|
$10 Million
0.05% of portfolio
|
Q3 2025
Reduced 51.58%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
141,918
shares
|
$10 Million
0.38% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Nov 04, 2025 Q3 2025 |
141,267
shares
|
$9.98 Million
1.7% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
139,686
shares
|
$9.87 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
139,454
shares
|
$9.86 Million
0.11% of portfolio
|
Q3 2025
Added 30.37%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
138,916
shares
|
$9.82 Million
0.41% of portfolio
|
Q3 2025
Added 15.02%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
138,255
shares
|
$9.77 Million
0.19% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Sky Investment Group LLC
|
Oct 09, 2025 Q3 2025 |
138,227
shares
|
$9.77 Million
1.59% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
137,902
shares
|
$9.75 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
137,579
shares
|
$9.72 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
136,942
shares
|
$9.68 Million
0.55% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
136,762
shares
|
$9.67 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
136,564
shares
|
$9.65 Million
0.44% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Armstrong Henry H Associates Inc
|
Oct 02, 2025 Q3 2025 |
135,805
shares
|
$9.6 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Westfield Capital Management CO LP
Boston, MA |
Nov 10, 2025 Q3 2025 |
135,745
shares
|
$9.59 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.08%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
135,679
shares
|
$9.59 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
135,162
shares
|
$9.55 Million
0.16% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
134,686
shares
|
$9.52 Million
1.13% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
134,682
shares
|
$9.52 Million
0.54% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
134,324
shares
|
$9.49 Million
0.19% of portfolio
|
Q3 2025
Reduced 4.73%
|
|