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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
13,960
shares
|
$986,692
0.06% of portfolio
|
Q3 2025
Reduced 7.67%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
13,947
shares
|
$985,773
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
13,939
shares
|
$985,208
0.14% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
13,920
shares
|
$983,865
0.14% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
13,917
shares
|
$983,653
0.16% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
13,899
shares
|
$982,381
0.1% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
13,871
shares
|
$980,402
0.37% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
13,860
shares
|
$979,624
0.09% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
13,849
shares
|
$978,847
0.33% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
13,808
shares
|
$975,949
0.33% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
13,780
shares
|
$973,970
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
13,774
shares
|
$973,546
0.61% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 22, 2025 Q3 2025 |
13,773
shares
|
$973,475
0.62% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
13,712
shares
|
$969,164
0.07% of portfolio
|
Q3 2025
Reduced 12.44%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
13,710
shares
|
$969,022
0.09% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
13,693
shares
|
$967,821
0.2% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
13,684
shares
|
$967,185
0.33% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
13,670
shares
|
$966,195
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Nov 05, 2025 Q3 2025 |
13,654
shares
|
$965,064
0.42% of portfolio
|
Q3 2025
Reduced 18.65%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
13,647
shares
|
$964,569
0.2% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
13,645
shares
|
$964,428
0.21% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
13,644
shares
|
$964,357
0.17% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 12, 2025 Q3 2025 |
13,640
shares
|
$964,075
0.01% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
13,605
shares
|
$961,601
0.09% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
13,566
shares
|
$958,844
0.13% of portfolio
|
Q3 2025
Reduced 1.09%
|
|