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 |
|---|---|---|---|---|---|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,882
shares
|
$627,779
0.01% of portfolio
|
Q3 2025
Added 19.29%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
8,882
shares
|
$627,779
0.17% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
8,853
shares
|
$625,730
0.07% of portfolio
|
Q3 2025
Added 40.84%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
8,836
shares
|
$624,528
0.04% of portfolio
|
Q3 2022
Added 0.58%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
8,817
shares
|
$623,185
0.06% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,809
shares
|
$622,620
0.13% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
8,805
shares
|
$622,337
0.4% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,775
shares
|
$620,217
0.14% of portfolio
|
Q2 2022
Added 1.77%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
8,771
shares
|
$619,934
0.1% of portfolio
|
Q3 2025
Reduced 18.27%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
8,770
shares
|
$619,863
0.12% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
8,763
shares
|
$619,368
0.31% of portfolio
|
Q2 2025
Reduced 19.12%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
8,754
shares
|
$618,732
0.07% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
8,754
shares
|
$618,732
0.06% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
8,740
shares
|
$617,743
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
8,715
shares
|
$615,976
0.36% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
8,688
shares
|
$614,067
0.21% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
8,670
shares
|
$612,795
0.08% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
8,657
shares
|
$611,876
0.18% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,646
shares
|
$611,099
0.32% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
8,629
shares
|
$609,897
0.36% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
8,615
shares
|
$608,908
0.16% of portfolio
|
Q4 2022
Reduced 0.13%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
8,582
shares
|
$606,575
0.04% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
8,576
shares
|
$606,151
0.02% of portfolio
|
Q3 2025
Reduced 25.34%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,575
shares
|
$606,081
0.19% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
8,568
shares
|
$605,586
0.05% of portfolio
|
Q3 2025
Reduced 1.92%
|
|