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 |
|---|---|---|---|---|---|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
8,568
shares
|
$605,586
0.05% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Inlet Private Wealth, LLC
|
Oct 31, 2025 Q3 2025 |
8,550
shares
|
$604,314
0.13% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
8,531
shares
|
$602,971
0.3% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
8,517
shares
|
$601,981
0.32% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
8,497
shares
|
$600,567
0.12% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,478
shares
|
$599,225
0.05% of portfolio
|
Q4 2025
Reduced 8.5%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
8,464
shares
|
$598,235
0.14% of portfolio
|
Q4 2025
Reduced 12.98%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
8,463
shares
|
$598,164
0.27% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
8,456
shares
|
$597,670
0.05% of portfolio
|
Q4 2025
Added 11.79%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Oct 30, 2025 Q3 2025 |
8,451
shares
|
$597,316
0.28% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
8,442
shares
|
$596,680
0.15% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
8,439
shares
|
$596,468
0.35% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
8,423
shares
|
$595,337
0.73% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
8,400
shares
|
$593,712
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
A4 Wealth Advisors LLC
Huntersville, NC |
Nov 04, 2025 Q3 2025 |
8,385
shares
|
$592,651
0.47% of portfolio
|
Q3 2025
New holding
|
|
|
360 Financial, Inc.
|
Nov 10, 2025 Q3 2025 |
8,384
shares
|
$592,581
0.18% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
8,381
shares
|
$592,369
0.26% of portfolio
|
Q1 2023
Added 91.83%
|
|
|
Orser Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
8,368
shares
|
$591,450
0.36% of portfolio
|
Q3 2025
Reduced 23.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
8,367
shares
|
$591,379
0.06% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
8,329
shares
|
$588,693
0.07% of portfolio
|
Q4 2025
Added 10.68%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
8,323
shares
|
$588,269
0.07% of portfolio
|
Q4 2025
Added 10.58%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
8,286
shares
|
$585,654
0.2% of portfolio
|
Q3 2025
Added 266.64%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
8,284
shares
|
$585,513
0.17% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
8,276
shares
|
$584,947
0.13% of portfolio
|
Q4 2024
Reduced 55.5%
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
8,270
shares
|
$584,523
0.22% of portfolio
|
Q4 2025
Reduced 7.96%
|
|