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 |
|---|---|---|---|---|---|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
26,062
shares
|
$1.84 Million
0.48% of portfolio
|
Q3 2025
Reduced 22.24%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
25,992
shares
|
$1.84 Million
0.33% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
25,960
shares
|
$1.83 Million
1.1% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
25,825
shares
|
$1.83 Million
0.53% of portfolio
|
Q3 2025
Added 24.97%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
25,803
shares
|
$1.82 Million
1.19% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
25,785
shares
|
$1.82 Million
0.47% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
25,763
shares
|
$1.82 Million
0.14% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
25,650
shares
|
$1.81 Million
0.62% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
25,614
shares
|
$1.81 Million
0.16% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
25,496
shares
|
$1.8 Million
0.33% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
25,486
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
25,483
shares
|
$1.8 Million
0.17% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
25,461
shares
|
$1.8 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
25,442
shares
|
$1.8 Million
0.55% of portfolio
|
Q3 2025
Reduced 17.31%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
25,394
shares
|
$1.79 Million
0.72% of portfolio
|
Q4 2025
Reduced 49.67%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
25,375
shares
|
$1.79 Million
0.32% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
25,323
shares
|
$1.79 Million
0.62% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
25,286
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
25,269
shares
|
$1.79 Million
0.14% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
25,224
shares
|
$1.78 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
25,187
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
25,152
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Jan 08, 2026 Q4 2025 |
25,140
shares
|
$1.78 Million
0.91% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
25,114
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
25,110
shares
|
$1.77 Million
0.08% of portfolio
|
Q3 2025
Added 7.14%
|
|