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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
17,162
shares
|
$1.21 Million
0.55% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
17,138
shares
|
$1.21 Million
0.18% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
17,135
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 09, 2026 Q4 2025 |
17,130
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
17,113
shares
|
$1.21 Million
0.28% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
17,089
shares
|
$1.21 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
17,079
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
17,000
shares
|
$1.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
16,964
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
16,950
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
16,913
shares
|
$1.2 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
16,909
shares
|
$1.2 Million
0.74% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
16,903
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2025
Added 16.35%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
16,879
shares
|
$1.19 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
16,874
shares
|
$1.19 Million
0.91% of portfolio
|
Q3 2025
Added 200.41%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
16,874
shares
|
$1.19 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
America First Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
16,848
shares
|
$1.19 Million
0.23% of portfolio
|
Q1 2023
Added 6.31%
|
|
|
O'Keefe Stevens Advisory, Inc.
|
Jan 08, 2026 Q4 2025 |
16,847
shares
|
$1.19 Million
0.33% of portfolio
|
Q4 2025
Added 6.54%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
16,801
shares
|
$1.19 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
16,789
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
16,785
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
16,767
shares
|
$1.19 Million
0.3% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
16,708
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 21, 2025 Q3 2025 |
16,683
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
16,675
shares
|
$1.18 Million
0.55% of portfolio
|
Q1 2025
Added 7.48%
|
|