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 3,779 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 |
|---|---|---|---|---|---|
|
Alken Asset Management Ltd.
|
Oct 21, 2025 Q3 2025 |
11,100
shares
|
$784,548
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
11,093
shares
|
$784,053
0.08% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
11,087
shares
|
$783,629
0.08% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
11,086
shares
|
$783,558
0.17% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
11,082
shares
|
$783,275
0.23% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11,068
shares
|
$782,286
0.58% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
11,060
shares
|
$781,720
0.36% of portfolio
|
Q3 2025
Added 172.41%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
11,053
shares
|
$781,226
0.14% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
11,046
shares
|
$780,731
0.15% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
11,045
shares
|
$780,660
0.18% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
11,029
shares
|
$779,529
0.29% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
11,015
shares
|
$778,540
0.06% of portfolio
|
Q4 2025
Reduced 3.91%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
11,015
shares
|
$778,540
0.12% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Sather Financial Group Inc
|
Oct 22, 2025 Q3 2025 |
10,997
shares
|
$777,267
0.05% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
10,978
shares
|
$775,925
0.16% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
10,977
shares
|
$775,854
0.16% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 10, 2025 Q3 2025 |
10,971
shares
|
$775,430
0.5% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
10,958
shares
|
$774,511
0.24% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
10,957
shares
|
$774,440
0.18% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,946
shares
|
$773,663
0.05% of portfolio
|
Q2 2023
Added 6.27%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
10,946
shares
|
$773,663
0.46% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
10,937
shares
|
$773,027
1.18% of portfolio
|
Q2 2022
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
10,930
shares
|
$772,532
0.27% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Jan 07, 2026 Q4 2025 |
10,910
shares
|
$771,118
0.47% of portfolio
|
Q4 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
10,880
shares
|
$768,998
0.12% of portfolio
|
Q3 2025
Added 2.53%
|
|