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 |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
67,652
shares
|
$4.78 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
67,232
shares
|
$4.75 Million
0.38% of portfolio
|
Q4 2022
Reduced 3.93%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
67,069
shares
|
$4.74 Million
0.11% of portfolio
|
Q3 2025
Added 8.51%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
66,825
shares
|
$4.72 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
66,654
shares
|
$4.71 Million
0.62% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
65,749
shares
|
$4.65 Million
3.13% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
65,586
shares
|
$4.64 Million
0.18% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
65,435
shares
|
$4.62 Million
1.9% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
65,208
shares
|
$4.61 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
65,190
shares
|
$4.61 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
64,620
shares
|
$4.57 Million
0.3% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
64,369
shares
|
$4.55 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
64,253
shares
|
$4.54 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
64,230
shares
|
$4.54 Million
0.1% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
64,162
shares
|
$4.53 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
64,082
shares
|
$4.53 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Nov 13, 2025 Q3 2025 |
63,909
shares
|
$4.52 Million
0.06% of portfolio
|
Q3 2025
Reduced 45.38%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
63,662
shares
|
$4.5 Million
0.05% of portfolio
|
Q2 2022
Reduced 53.91%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
63,615
shares
|
$4.5 Million
0.33% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Verum Partners LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
63,615
shares
|
$4.5 Million
0.9% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
63,610
shares
|
$4.5 Million
0.36% of portfolio
|
Q4 2024
Reduced 22.99%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
63,580
shares
|
$4.49 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
63,557
shares
|
$4.49 Million
2.32% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
63,481
shares
|
$4.49 Million
0.59% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
63,466
shares
|
$4.49 Million
0.32% of portfolio
|
Q3 2025
Added 1.03%
|
|