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 |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
19,109
shares
|
$1.35 Million
0.38% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
19,103
shares
|
$1.35 Million
0.69% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
19,067
shares
|
$1.35 Million
0.2% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
19,037
shares
|
$1.35 Million
0.54% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
19,021
shares
|
$1.34 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
18,921
shares
|
$1.34 Million
0.31% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
18,915
shares
|
$1.34 Million
0.25% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
18,900
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Added 145.45%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
18,896
shares
|
$1.34 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Hedeker Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
18,894
shares
|
$1.34 Million
0.28% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
18,832
shares
|
$1.33 Million
0.3% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 07, 2025 Q3 2025 |
18,822
shares
|
$1.33 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
18,797
shares
|
$1.33 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
18,768
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
18,694
shares
|
$1.32 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
18,659
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
18,511
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.08%
|
|
|
Lindsell Train LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
18,500
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
18,475
shares
|
$1.31 Million
0.08% of portfolio
|
Q4 2025
Added 5.92%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
18,473
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
18,462
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
18,417
shares
|
$1.3 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
18,417
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 10, 2025 Q3 2025 |
18,417
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.27%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
18,360
shares
|
$1.3 Million
0.36% of portfolio
|
Q1 2023
Added 2.8%
|
|