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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
12,190
shares
|
$861,589
0.2% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
12,186
shares
|
$861,306
0.44% of portfolio
|
Q2 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
12,182
shares
|
$861,023
0.59% of portfolio
|
Q2 2023
Reduced 4.98%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
12,170
shares
|
$860,175
0.02% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
12,165
shares
|
$859,822
0.09% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
12,154
shares
|
$859,044
0.04% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
12,149
shares
|
$858,691
0.03% of portfolio
|
Q3 2025
Added 42.14%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
12,120
shares
|
$856,641
0.34% of portfolio
|
Q3 2025
Added 88.81%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
12,106
shares
|
$855,652
0.08% of portfolio
|
Q3 2025
Reduced 10.34%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 10, 2025 Q3 2025 |
12,106
shares
|
$855,652
0.14% of portfolio
|
Q3 2025
Added 299.67%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
12,076
shares
|
$853,531
0.18% of portfolio
|
Q4 2025
Added 46.36%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
12,069
shares
|
$853,036
0.08% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
12,069
shares
|
$853,036
0.16% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
12,068
shares
|
$852,966
0.06% of portfolio
|
Q4 2025
Reduced 13.89%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
12,044
shares
|
$851,269
0.19% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
12,041
shares
|
$851,057
0.12% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
12,020
shares
|
$849,573
0.16% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
11,969
shares
|
$845,968
0.36% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
11,957
shares
|
$845,120
0.16% of portfolio
|
Q3 2025
Added 222.46%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
11,947
shares
|
$844,413
0.1% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
11,945
shares
|
$844,272
0.31% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
11,937
shares
|
$843,707
0.34% of portfolio
|
Q4 2025
Reduced 0.3%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
11,930
shares
|
$843,212
0.39% of portfolio
|
Q3 2025
Added 13.67%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
11,912
shares
|
$841,940
0.07% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
11,908
shares
|
$841,657
0.2% of portfolio
|
Q2 2025
Reduced 0.83%
|
|