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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
22,457
shares
|
$1.59 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
22,440
shares
|
$1.59 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
22,349
shares
|
$1.58 Million
0.44% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
22,329
shares
|
$1.58 Million
0.18% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
22,329
shares
|
$1.58 Million
0.05% of portfolio
|
Q3 2023
Added 21.41%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
22,310
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2025
Reduced 86.42%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
22,258
shares
|
$1.57 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
22,142
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
22,133
shares
|
$1.56 Million
0.14% of portfolio
|
Q3 2025
Reduced 16.63%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
22,131
shares
|
$1.56 Million
0.6% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
22,000
shares
|
$1.55 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
21,997
shares
|
$1.55 Million
0.37% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Nov 07, 2025 Q3 2025 |
21,961
shares
|
$1.55 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
21,960
shares
|
$1.55 Million
0.65% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
21,955
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
21,945
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
21,922
shares
|
$1.55 Million
0.19% of portfolio
|
Q1 2024
Reduced 16.51%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
21,912
shares
|
$1.55 Million
0.79% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
21,910
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
21,876
shares
|
$1.55 Million
0.07% of portfolio
|
Q3 2025
Added 70.64%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 07, 2026 Q4 2025 |
21,863
shares
|
$1.55 Million
1.05% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
21,856
shares
|
$1.54 Million
0.82% of portfolio
|
Q3 2025
Added 29.23%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
21,842
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 62.88%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
21,699
shares
|
$1.53 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
Nov 14, 2025 Q3 2025 |
21,689
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|