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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
8,052
shares
|
$569,115
0.09% of portfolio
|
Q3 2025
Reduced 32.63%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
8,050
shares
|
$568,974
0.14% of portfolio
|
Q4 2025
Reduced 1.57%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,042
shares
|
$568,408
0.24% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
8,040
shares
|
$568,267
0.07% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
8,028
shares
|
$567,419
0.14% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
8,021
shares
|
$566,924
0.06% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
8,017
shares
|
$566,641
0.07% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
8,001
shares
|
$565,510
0.14% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
8,000
shares
|
$565,440
0.01% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
7,997
shares
|
$565,227
0.37% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
7,996
shares
|
$565,157
0.15% of portfolio
|
Q3 2025
Reduced 18.24%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
7,991
shares
|
$564,803
0.03% of portfolio
|
Q3 2025
Reduced 90.13%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
7,989
shares
|
$564,662
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
7,979
shares
|
$563,955
0.04% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
7,975
shares
|
$563,673
0.14% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
7,963
shares
|
$562,824
0.18% of portfolio
|
Q4 2024
Added 24.24%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
7,961
shares
|
$562,683
0.06% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
7,960
shares
|
$562,612
0.26% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
7,959
shares
|
$562,542
0.18% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
7,957
shares
|
$562,400
0.1% of portfolio
|
Q1 2023
Added 0.32%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jan 08, 2026 Q4 2025 |
7,938
shares
|
$561,057
0.39% of portfolio
|
Q4 2025
Added 4.24%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
7,935
shares
|
$560,845
0.1% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,921
shares
|
$559,856
0.08% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
7,905
shares
|
$558,725
0.07% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
7,888
shares
|
$557,523
0.22% of portfolio
|
Q3 2025
Reduced 39.73%
|
|