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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
53,764
shares
|
$3.8 Million
0.83% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
53,747
shares
|
$3.8 Million
0.07% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
53,601
shares
|
$3.79 Million
4.4% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
53,537
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 50.9%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
53,534
shares
|
$3.78 Million
0.11% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Oct 10, 2025 Q3 2025 |
53,534
shares
|
$3.78 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
53,495
shares
|
$3.78 Million
0.1% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
53,469
shares
|
$3.78 Million
0.32% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
53,380
shares
|
$3.77 Million
0.05% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
53,315
shares
|
$3.77 Million
0.24% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
53,217
shares
|
$3.76 Million
1.53% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
53,158
shares
|
$3.76 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
52,900
shares
|
$3.74 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
52,548
shares
|
$3.71 Million
0.54% of portfolio
|
Q1 2024
Added 73.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
52,513
shares
|
$3.71 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
52,508
shares
|
$3.71 Million
0.11% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
52,391
shares
|
$3.7 Million
0.81% of portfolio
|
Q3 2022
Reduced 0.85%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
52,338
shares
|
$3.7 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
52,220
shares
|
$3.69 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Sargent Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
52,210
shares
|
$3.69 Million
0.5% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
52,061
shares
|
$3.68 Million
0.26% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
52,000
shares
|
$3.68 Million
0.11% of portfolio
|
Q4 2024
Reduced 48.62%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
51,997
shares
|
$3.68 Million
0.22% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Nov 17, 2025 Q3 2025 |
51,958
shares
|
$3.67 Million
2.13% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
51,844
shares
|
$3.66 Million
0.11% of portfolio
|
Q3 2025
Added 0.01%
|
|