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 |
|---|---|---|---|---|---|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
15,347
shares
|
$1.08 Million
0.64% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
15,346
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.96%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,345
shares
|
$1.08 Million
1.27% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2025 Q3 2025 |
15,328
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
15,327
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Added 13.24%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
15,310
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2023
Reduced 2.12%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
15,291
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Added 325.46%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
15,266
shares
|
$1.08 Million
0.16% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
15,252
shares
|
$1.08 Million
0.43% of portfolio
|
Q3 2025
Added 97.95%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
15,208
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
15,199
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
15,199
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.09%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
15,163
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 23.9%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
Nov 07, 2025 Q3 2025 |
15,081
shares
|
$1.07 Million
0.61% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
15,066
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,049
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
15,046
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
15,019
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
15,008
shares
|
$1.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
14,985
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
14,983
shares
|
$1.06 Million
0.12% of portfolio
|
Q4 2025
Reduced 17.03%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
14,950
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
14,918
shares
|
$1.05 Million
0.75% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
14,882
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
14,881
shares
|
$1.05 Million
0.66% of portfolio
|
Q3 2025
Reduced 3.48%
|
|