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 |
|---|---|---|---|---|---|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jan 12, 2026 Q4 2025 |
10,549
shares
|
$745,603
0.44% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
10,532
shares
|
$744,401
0.05% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
10,522
shares
|
$743,694
0.18% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
10,520
shares
|
$743,553
0.12% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
10,518
shares
|
$743,412
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
10,490
shares
|
$741,433
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
10,473
shares
|
$740,231
0.07% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
10,447
shares
|
$738,393
0.18% of portfolio
|
Q3 2023
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
10,431
shares
|
$737,263
0.06% of portfolio
|
Q3 2025
Reduced 25.24%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
10,429
shares
|
$737,121
0.01% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
10,423
shares
|
$736,697
0.18% of portfolio
|
Q3 2025
Added 30.52%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
10,419
shares
|
$736,414
0.23% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
10,412
shares
|
$735,920
0.09% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
10,409
shares
|
$735,708
0.07% of portfolio
|
Q3 2023
Reduced 1.12%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
10,403
shares
|
$735,284
0.23% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,396
shares
|
$734,789
0.12% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
10,391
shares
|
$734,435
0.35% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
10,384
shares
|
$733,941
0.08% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
10,361
shares
|
$732,315
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
10,355
shares
|
$731,891
0.09% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Hendley & CO Inc
|
Nov 13, 2025 Q3 2025 |
10,326
shares
|
$729,841
0.23% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
10,317
shares
|
$729,205
0.44% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
10,313
shares
|
$728,922
0.3% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
10,313
shares
|
$728,922
0.3% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Argent Capital Management LLC
|
Jan 05, 2026 Q4 2025 |
10,310
shares
|
$728,710
0.02% of portfolio
|
Q4 2023
Reduced 7.86%
|
|