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 |
|---|---|---|---|---|---|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
9,838
shares
|
$695,349
0.03% of portfolio
|
Q3 2025
Added 137.06%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
9,825
shares
|
$694,431
0.01% of portfolio
|
Q3 2025
Reduced 14.77%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
9,815
shares
|
$693,724
0.22% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
9,811
shares
|
$693,441
0.43% of portfolio
|
Q3 2025
Reduced 19.81%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
9,800
shares
|
$692,664
0.02% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
9,788
shares
|
$691,815
0.1% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
9,776
shares
|
$690,967
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
9,742
shares
|
$688,564
0.28% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
9,727
shares
|
$687,504
0.25% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
9,706
shares
|
$686,020
0.46% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
9,698
shares
|
$685,454
0.09% of portfolio
|
Q4 2025
Added 3.38%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Oct 15, 2025 Q3 2025 |
9,651
shares
|
$682,132
0.34% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
9,649
shares
|
$681,991
0.46% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
9,643
shares
|
$681,567
0.05% of portfolio
|
Q3 2025
Added 35.38%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
9,640
shares
|
$681,355
0.08% of portfolio
|
Q3 2025
Added 27.18%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
9,634
shares
|
$680,931
0.09% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
9,618
shares
|
$679,800
0.3% of portfolio
|
Q3 2025
Added 36.39%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
9,614
shares
|
$679,517
0.1% of portfolio
|
Q4 2025
Added 97.49%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
9,588
shares
|
$677,679
0.24% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
9,577
shares
|
$676,902
0.17% of portfolio
|
Q3 2025
Added 17.15%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
9,542
shares
|
$674,428
0.11% of portfolio
|
Q4 2025
Reduced 2.95%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
9,535
shares
|
$673,933
0.11% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
9,518
shares
|
$672,732
0.09% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
9,509
shares
|
$672,096
0.18% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
9,509
shares
|
$672,096
0.53% of portfolio
|
Q3 2025
New holding
|
|