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 |
|---|---|---|---|---|---|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
30,253
shares
|
$2.14 Million
0.37% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
30,109
shares
|
$2.13 Million
0.13% of portfolio
|
Q3 2025
Reduced 34.25%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
30,086
shares
|
$2.13 Million
1.8% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
29,991
shares
|
$2.12 Million
0.09% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
29,928
shares
|
$2.12 Million
1.38% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
29,899
shares
|
$2.11 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
29,840
shares
|
$2.11 Million
0.25% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
29,817
shares
|
$2.11 Million
0.22% of portfolio
|
Q3 2025
Reduced 14.82%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
29,809
shares
|
$2.11 Million
0.16% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
29,808
shares
|
$2.11 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
29,778
shares
|
$2.1 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
29,755
shares
|
$2.1 Million
0.71% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
29,747
shares
|
$2.1 Million
0.11% of portfolio
|
Q3 2025
Added 58.83%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
29,744
shares
|
$2.1 Million
0.1% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
29,725
shares
|
$2.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
29,632
shares
|
$2.09 Million
0.5% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
29,613
shares
|
$2.09 Million
0.63% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
29,566
shares
|
$2.09 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
29,557
shares
|
$2.09 Million
0.16% of portfolio
|
Q3 2022
Added 2.35%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
29,520
shares
|
$2.09 Million
0.11% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
29,473
shares
|
$2.08 Million
0.1% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
29,461
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2025
Added 226.33%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
29,390
shares
|
$2.08 Million
0.52% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Oct 07, 2025 Q3 2025 |
29,389
shares
|
$2.08 Million
0.76% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
29,267
shares
|
$2.07 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.5%
|
|