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 |
|---|---|---|---|---|---|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
31,500
shares
|
$2.23 Million
0.75% of portfolio
|
Q2 2025
Reduced 19.85%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
31,475
shares
|
$2.22 Million
1.46% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
31,329
shares
|
$2.21 Million
0.12% of portfolio
|
Q3 2025
Added 18.27%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
31,327
shares
|
$2.21 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
31,268
shares
|
$2.21 Million
0.21% of portfolio
|
Q4 2025
Added 23.87%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
31,084
shares
|
$2.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
31,059
shares
|
$2.2 Million
0.15% of portfolio
|
Q4 2023
Reduced 8.98%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
31,005
shares
|
$2.19 Million
0.25% of portfolio
|
Q3 2024
Added 49.86%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
30,932
shares
|
$2.19 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
30,929
shares
|
$2.19 Million
0.16% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
30,915
shares
|
$2.19 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
30,843
shares
|
$2.18 Million
0.75% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
30,839
shares
|
$2.18 Million
1.41% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
30,804
shares
|
$2.18 Million
0.57% of portfolio
|
Q1 2023
Added 46.5%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
30,684
shares
|
$2.17 Million
0.08% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
30,677
shares
|
$2.17 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
30,648
shares
|
$2.17 Million
0.41% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
30,576
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
30,545
shares
|
$2.16 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
30,449
shares
|
$2.15 Million
0.75% of portfolio
|
Q3 2025
Added 53.71%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
30,436
shares
|
$2.15 Million
0.89% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 31, 2025 Q3 2025 |
30,430
shares
|
$2.15 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
30,415
shares
|
$2.15 Million
0.08% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
30,371
shares
|
$2.15 Million
1.13% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
30,345
shares
|
$2.14 Million
0.47% of portfolio
|
Q3 2025
Added 1.65%
|
|