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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
43,447
shares
|
$3.07 Million
0.09% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
43,433
shares
|
$3.07 Million
0.18% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
43,340
shares
|
$3.06 Million
0.11% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
43,302
shares
|
$3.06 Million
0.85% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
43,263
shares
|
$3.06 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
43,171
shares
|
$3.05 Million
0.77% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
43,150
shares
|
$3.05 Million
0.43% of portfolio
|
Q4 2022
Reduced 14.05%
|
|
|
Radnor Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
42,988
shares
|
$3.04 Million
0.45% of portfolio
|
Q4 2024
Reduced 36.58%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
42,986
shares
|
$3.04 Million
0.16% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
42,958
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
42,661
shares
|
$3.02 Million
0.17% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
42,624
shares
|
$3.01 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2025 Q3 2025 |
42,611
shares
|
$3.01 Million
2.67% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
42,572
shares
|
$3.01 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 07, 2025 Q3 2025 |
42,570
shares
|
$3.01 Million
0.32% of portfolio
|
Q3 2025
Reduced 9.81%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
42,461
shares
|
$3 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
42,432
shares
|
$3 Million
0.03% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
42,417
shares
|
$3 Million
1.85% of portfolio
|
Q3 2025
Added 92.29%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
42,315
shares
|
$2.99 Million
0.17% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
42,283
shares
|
$2.99 Million
0.07% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
41,993
shares
|
$2.97 Million
0.14% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
41,778
shares
|
$2.95 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
41,679
shares
|
$2.95 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
41,674
shares
|
$2.95 Million
0.26% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
41,671
shares
|
$2.95 Million
0.28% of portfolio
|
Q3 2025
Reduced 18.16%
|
|