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 3,779 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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
19,619
shares
|
$1.39 Million
0.07% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
19,618
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
19,581
shares
|
$1.38 Million
0.55% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
19,581
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 661.61%
|
|
|
Galilei Investment Office LLP
London, X0 |
Nov 10, 2025 Q3 2025 |
19,577
shares
|
$1.38 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
19,557
shares
|
$1.38 Million
0.37% of portfolio
|
Q3 2025
Added 242.86%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
19,554
shares
|
$1.38 Million
0.15% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
19,517
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
19,483
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2025
Added 32.75%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
19,483
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
19,481
shares
|
$1.38 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
19,436
shares
|
$1.37 Million
0.82% of portfolio
|
Q3 2025
Added 105.52%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
19,362
shares
|
$1.37 Million
0.44% of portfolio
|
Q4 2023
Reduced 7.4%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
19,344
shares
|
$1.37 Million
0.26% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
19,310
shares
|
$1.36 Million
0.39% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
19,300
shares
|
$1.36 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
19,293
shares
|
$1.36 Million
0.18% of portfolio
|
Q4 2025
Reduced 3.76%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
19,292
shares
|
$1.36 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
19,278
shares
|
$1.36 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
19,272
shares
|
$1.36 Million
0.58% of portfolio
|
Q3 2025
Added 40.9%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
19,266
shares
|
$1.36 Million
0.12% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
19,200
shares
|
$1.36 Million
0.64% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
19,198
shares
|
$1.36 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Culbertson A N & CO Inc
|
Oct 24, 2025 Q3 2025 |
19,196
shares
|
$1.36 Million
0.18% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
19,159
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 17.35%
|
|