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 3,777 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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
36,657
shares
|
$2.59 Million
0.31% of portfolio
|
Q1 2025
Added 30.74%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
36,606
shares
|
$2.59 Million
1.32% of portfolio
|
Q2 2023
Reduced 0.4%
|
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jan 02, 2026 Q4 2025 |
36,600
shares
|
$2.59 Million
0.21% of portfolio
|
Q1 2020
Reduced 14.19%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
36,573
shares
|
$2.58 Million
0.15% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
36,568
shares
|
$2.58 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Baldwin Brothers LLC
|
Jan 07, 2026 Q4 2025 |
36,543
shares
|
$2.58 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
36,515
shares
|
$2.58 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
36,468
shares
|
$2.58 Million
0.4% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
36,334
shares
|
$2.57 Million
0.22% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
36,333
shares
|
$2.57 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
36,239
shares
|
$2.56 Million
0.39% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
36,214
shares
|
$2.56 Million
0.29% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
36,193
shares
|
$2.56 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
36,121
shares
|
$2.55 Million
0.12% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
36,083
shares
|
$2.55 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
36,000
shares
|
$2.54 Million
0.32% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
35,739
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 07, 2026 Q4 2025 |
35,697
shares
|
$2.52 Million
0.74% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
35,610
shares
|
$2.52 Million
0.19% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
35,610
shares
|
$2.52 Million
0.1% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Nov 04, 2025 Q3 2025 |
35,577
shares
|
$2.51 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Independent Investors Inc
|
Oct 30, 2025 Q3 2025 |
35,496
shares
|
$2.51 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
35,368
shares
|
$2.5 Million
0.24% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
35,346
shares
|
$2.5 Million
1.16% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
35,289
shares
|
$2.49 Million
0.57% of portfolio
|
Q3 2025
Added 0.47%
|
|