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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
14,877
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
14,842
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
14,839
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
14,835
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2025
Reduced 5.84%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
14,817
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2023
Reduced 1.54%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
14,817
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.05%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
14,814
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
14,804
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
14,696
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
14,691
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2025
Added 13.18%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
14,687
shares
|
$1.04 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
14,683
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2025
Added 13.35%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
14,656
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
14,639
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2025 Q3 2025 |
14,635
shares
|
$1.03 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
14,608
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2025
Added 73.29%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
14,534
shares
|
$1.03 Million
0.6% of portfolio
|
Q3 2025
Reduced 3.79%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
14,484
shares
|
$1.02 Million
0.49% of portfolio
|
Q3 2025
Added 2597.21%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
14,468
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2025
Added 16.98%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
14,445
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
14,401
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 13, 2026 Q4 2025 |
14,398
shares
|
$1.02 Million
0.39% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
14,372
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
14,370
shares
|
$1.02 Million
0.19% of portfolio
|
Q4 2025
Added 14.2%
|
|