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 3,777 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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
24,200
shares
|
$1.71 Million
0.37% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
24,194
shares
|
$1.71 Million
0.43% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
24,168
shares
|
$1.71 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
24,157
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
24,132
shares
|
$1.71 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
24,052
shares
|
$1.7 Million
0.18% of portfolio
|
Q4 2025
Added 5.6%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
24,036
shares
|
$1.7 Million
0.28% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
24,014
shares
|
$1.7 Million
0.54% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
24,006
shares
|
$1.7 Million
0.45% of portfolio
|
Q4 2025
Reduced 2.79%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
24,000
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
23,992
shares
|
$1.7 Million
0.09% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
23,965
shares
|
$1.69 Million
0.39% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
23,921
shares
|
$1.69 Million
0.23% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Premier Fund Managers LTD
|
Nov 10, 2025 Q3 2025 |
23,871
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.16%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
23,813
shares
|
$1.68 Million
0.54% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
23,640
shares
|
$1.67 Million
0.13% of portfolio
|
Q4 2025
Reduced 2.1%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
23,627
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
23,618
shares
|
$1.67 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
23,611
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
23,595
shares
|
$1.67 Million
0.34% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
23,504
shares
|
$1.66 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
23,499
shares
|
$1.66 Million
0.79% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
23,395
shares
|
$1.65 Million
0.21% of portfolio
|
Q3 2025
Reduced 46.25%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
23,370
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
23,365
shares
|
$1.65 Million
0.13% of portfolio
|
Q3 2025
Added 9.5%
|
|