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 |
|---|---|---|---|---|---|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
11,528
shares
|
$814,799
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
11,523
shares
|
$814,445
0.23% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
11,510
shares
|
$813,526
0.03% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
11,491
shares
|
$812,183
0.22% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
11,449
shares
|
$809,215
0.26% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
First Dallas Securities Inc.
|
Nov 05, 2025 Q3 2025 |
11,427
shares
|
$807,660
0.29% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
11,395
shares
|
$805,398
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
11,385
shares
|
$804,691
0.27% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
11,379
shares
|
$804,267
0.14% of portfolio
|
Q3 2025
Added 65.34%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
11,376
shares
|
$804,055
0.19% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
11,327
shares
|
$800,592
0.13% of portfolio
|
Q2 2025
Reduced 16.39%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 12, 2025 Q3 2025 |
11,321
shares
|
$800,168
0.35% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
11,303
shares
|
$798,896
0.17% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
11,265
shares
|
$796,210
0.48% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
11,254
shares
|
$795,432
0.38% of portfolio
|
Q1 2023
Reduced 8.81%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
11,244
shares
|
$794,725
0.05% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
11,240
shares
|
$794,443
0.42% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
11,210
shares
|
$792,322
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
11,173
shares
|
$789,707
0.57% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
11,166
shares
|
$789,212
0.04% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
11,144
shares
|
$787,657
0.34% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
11,144
shares
|
$787,657
0.06% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
11,143
shares
|
$787,587
0.2% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
11,140
shares
|
$787,375
0.14% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
11,116
shares
|
$785,678
0.1% of portfolio
|
Q4 2025
Added 1.69%
|
|