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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
27,996
shares
|
$1.98 Million
0.19% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
27,988
shares
|
$1.98 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
27,857
shares
|
$1.97 Million
0.54% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
27,841
shares
|
$1.97 Million
0.07% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
27,785
shares
|
$1.96 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
27,750
shares
|
$1.96 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Lvm Capital Management LTD
|
Oct 09, 2025 Q3 2025 |
27,682
shares
|
$1.96 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
27,663
shares
|
$1.96 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
27,523
shares
|
$1.95 Million
0.33% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
27,492
shares
|
$1.94 Million
0.18% of portfolio
|
Q3 2025
Reduced 15.5%
|
|
|
Silver Lake Advisory, LLC
|
Jan 08, 2026 Q4 2025 |
27,475
shares
|
$1.94 Million
0.75% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jan 08, 2026 Q4 2025 |
27,475
shares
|
$1.94 Million
0.74% of portfolio
|
Q4 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
27,405
shares
|
$1.94 Million
0.07% of portfolio
|
Q4 2025
Reduced 4.39%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
27,405
shares
|
$1.94 Million
0.49% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
27,364
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
27,341
shares
|
$1.93 Million
0.09% of portfolio
|
Q3 2025
Added 142.23%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
27,321
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2023
Reduced 11.83%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
27,308
shares
|
$1.93 Million
1.21% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
27,280
shares
|
$1.93 Million
1.46% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
27,271
shares
|
$1.93 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
27,217
shares
|
$1.92 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Valicenti Advisory Services Inc
|
Oct 17, 2025 Q3 2025 |
27,134
shares
|
$1.92 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
27,010
shares
|
$1.91 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
26,963
shares
|
$1.91 Million
0.4% of portfolio
|
Q4 2025
Reduced 0.21%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
26,852
shares
|
$1.9 Million
0.25% of portfolio
|
Q3 2025
Added 56.74%
|
|