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 |
|---|---|---|---|---|---|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
14,365
shares
|
$1.02 Million
0.3% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Elite Wealth Management, Inc.
|
Oct 24, 2025 Q3 2025 |
14,340
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
14,334
shares
|
$1.01 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.66%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
14,318
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
14,302
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2025
Added 69.9%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
14,302
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
14,246
shares
|
$1.01 Million
0.2% of portfolio
|
Q3 2025
Added 89.47%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
14,235
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2025
Added 30.43%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
14,232
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2023
Added 0.73%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
14,220
shares
|
$1.01 Million
0.89% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
14,170
shares
|
$1 Million
0.57% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
14,165
shares
|
$1 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
14,108
shares
|
$997,153
0.13% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
14,089
shares
|
$995,810
0.66% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
14,080
shares
|
$995,174
0.21% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
14,069
shares
|
$994,396
0.2% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
14,068
shares
|
$994,326
0.02% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
14,047
shares
|
$992,841
0.27% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
14,041
shares
|
$992,417
0.13% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
14,025
shares
|
$991,287
0.6% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
14,005
shares
|
$989,873
0.06% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,000
shares
|
$989,520
0.03% of portfolio
|
Q1 2019
Reduced 6.67%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
13,995
shares
|
$989,166
0.77% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
13,990
shares
|
$988,813
0.2% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
13,960
shares
|
$986,692
0.06% of portfolio
|
Q3 2025
Reduced 7.67%
|
|