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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
23,351
shares
|
$1.65 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
23,346
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
23,287
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2025
Added 22.69%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
23,258
shares
|
$1.64 Million
1.21% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
23,205
shares
|
$1.64 Million
0.11% of portfolio
|
Q4 2025
Added 15.93%
|
|
|
Anderson Hoagland & CO
|
Jan 05, 2026 Q4 2025 |
23,186
shares
|
$1.64 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
23,149
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2025
Added 192.4%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
23,147
shares
|
$1.64 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
23,133
shares
|
$1.64 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
23,091
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
23,002
shares
|
$1.63 Million
0.27% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
22,989
shares
|
$1.62 Million
0.16% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
22,981
shares
|
$1.62 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
22,911
shares
|
$1.62 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
22,864
shares
|
$1.62 Million
0.18% of portfolio
|
Q4 2025
Added 18.5%
|
|
|
New England Research & Management, Inc.
|
Jan 07, 2026 Q4 2025 |
22,858
shares
|
$1.62 Million
0.75% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
22,808
shares
|
$1.61 Million
0.46% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
22,789
shares
|
$1.61 Million
0.16% of portfolio
|
Q4 2025
Added 6.29%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
22,784
shares
|
$1.61 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2025 Q3 2025 |
22,712
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
22,689
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
22,609
shares
|
$1.6 Million
0.31% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
22,530
shares
|
$1.59 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
22,524
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2023
Reduced 1.51%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
22,503
shares
|
$1.59 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.21%
|
|