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 |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
10,306
shares
|
$728,428
0.1% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
10,300
shares
|
$728,004
0.5% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
10,292
shares
|
$727,438
0.14% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
10,285
shares
|
$726,943
0.05% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
10,276
shares
|
$726,307
0.17% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
10,268
shares
|
$725,742
0.06% of portfolio
|
Q3 2025
Added 220.37%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
10,264
shares
|
$725,459
0.67% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,259
shares
|
$725,106
0.16% of portfolio
|
Q3 2025
Added 37.59%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
10,248
shares
|
$724,328
0.07% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
10,246
shares
|
$724,187
0.34% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
10,241
shares
|
$723,833
0.5% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
10,236
shares
|
$723,480
0.04% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
10,227
shares
|
$722,844
0.18% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
10,218
shares
|
$722,208
0.06% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
10,207
shares
|
$721,430
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
10,207
shares
|
$721,430
0.12% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
10,207
shares
|
$721,430
0.39% of portfolio
|
Q4 2025
Added 1.07%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
10,185
shares
|
$719,875
0.18% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
10,154
shares
|
$717,684
0.33% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
10,154
shares
|
$717,684
0.05% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
10,144
shares
|
$716,977
0.14% of portfolio
|
Q3 2025
Added 33.58%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
10,134
shares
|
$716,271
0.39% of portfolio
|
Q3 2025
Added 55.12%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
10,124
shares
|
$715,564
0.15% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
10,116
shares
|
$714,998
0.34% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
10,114
shares
|
$714,857
0.25% of portfolio
|
Q1 2025
Added 0.4%
|
|