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 3,776 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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
32,958
shares
|
$2.33 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
32,940
shares
|
$2.33 Million
0.71% of portfolio
|
Q3 2025
Added 174.41%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
32,890
shares
|
$2.32 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
32,884
shares
|
$2.32 Million
0.24% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
32,874
shares
|
$2.32 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
32,735
shares
|
$2.31 Million
0.49% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
32,594
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
32,502
shares
|
$2.3 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
32,481
shares
|
$2.3 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
32,417
shares
|
$2.29 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
32,378
shares
|
$2.29 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
32,276
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2025
Added 414.36%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
32,234
shares
|
$2.28 Million
1.21% of portfolio
|
Q4 2022
Added 1.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
32,205
shares
|
$2.28 Million
0.13% of portfolio
|
Q3 2025
Added 12.71%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
32,055
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 52.36%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
32,042
shares
|
$2.26 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
31,975
shares
|
$2.26 Million
0.73% of portfolio
|
Q1 2023
Added 0.67%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
31,923
shares
|
$2.26 Million
0.66% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
31,920
shares
|
$2.26 Million
0.32% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
31,894
shares
|
$2.25 Million
0.38% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
31,861
shares
|
$2.25 Million
0.37% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
31,845
shares
|
$2.25 Million
0.11% of portfolio
|
Q3 2025
Added 42.1%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
31,773
shares
|
$2.25 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
31,754
shares
|
$2.24 Million
0.16% of portfolio
|
Q3 2022
Reduced 11.88%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
31,733
shares
|
$2.24 Million
0.71% of portfolio
|
Q3 2025
Added 9.89%
|
|