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 |
|---|---|---|---|---|---|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
56,742
shares
|
$4.01 Million
2.08% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
56,661
shares
|
$4 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
56,529
shares
|
$4 Million
0.08% of portfolio
|
Q3 2025
Reduced 39.43%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
56,501
shares
|
$3.99 Million
0.16% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 20, 2025 Q3 2025 |
56,208
shares
|
$3.97 Million
0.29% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
55,682
shares
|
$3.94 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
55,610
shares
|
$3.93 Million
2.7% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
55,578
shares
|
$3.93 Million
0.43% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
55,230
shares
|
$3.9 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
55,043
shares
|
$3.89 Million
0.37% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
54,817
shares
|
$3.87 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
54,564
shares
|
$3.86 Million
0.22% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
54,528
shares
|
$3.85 Million
0.1% of portfolio
|
Q3 2025
Reduced 49.81%
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
Oct 16, 2025 Q3 2025 |
54,450
shares
|
$3.85 Million
2.37% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
54,435
shares
|
$3.85 Million
0.18% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
54,394
shares
|
$3.84 Million
0.16% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
54,307
shares
|
$3.84 Million
0.22% of portfolio
|
Q3 2025
Added 34.99%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2025 Q3 2025 |
54,200
shares
|
$3.83 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
54,059
shares
|
$3.82 Million
0.47% of portfolio
|
Q3 2025
Added 33.06%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
54,039
shares
|
$3.82 Million
2.17% of portfolio
|
Q2 2022
Reduced 3.67%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
53,840
shares
|
$3.81 Million
0.32% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Oct 29, 2025 Q3 2025 |
53,790
shares
|
$3.8 Million
0.16% of portfolio
|
Q3 2025
Reduced 77.14%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
53,790
shares
|
$3.8 Million
0.86% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
53,773
shares
|
$3.8 Million
0.41% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
53,765
shares
|
$3.8 Million
0.63% of portfolio
|
Q3 2025
Added 2.33%
|
|