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CocaCola (KO) Institutional Ownership

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$66.10 -0.69 (-1.03%)
Closing price 10/8/2025 03:59 PM Eastern
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$66.19 +0.09 (+0.14%)
As of 10/8/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for CocaCola (NYSE:KO)

Current
Institutional Ownership
Percentage
70.26%
Number of
Institutional Buyers
(last 12 months)
2374
Total
Institutional Inflows
(last 12 months)
$28.27B
Number of
Institutional Sellers
(last 12 months)
2027
Total
Institutional Outflows
(last 12 months)
$17.89B
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KO Institutional Buying and Selling by Quarter

CocaCola Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Genesis Private Wealth LLC4,393$291K0.1%N/A0.000%
10/8/2025First County Bank CT 12,817$850K0.4%-6.3%0.000%
10/8/2025Marshall Financial Group LLC6,840$454K0.1%-2.4%0.000%
10/8/2025Patriot Financial Group Insurance Agency LLC26,852$1.78M0.2%+56.7%0.001%
10/8/2025Hilltop National Bank5,405$358K0.1%-10.0%0.000%
10/8/2025Teamwork Financial Advisors LLC3,063$203K0.0%N/A0.000%
10/8/2025Ipswich Investment Management Co. Inc.38,833$2.58M0.6%-5.8%0.001%
10/8/2025Osprey Private Wealth LLC4,136$274K0.1%N/A0.000%
10/8/2025Peoples Bank KS10,799$716K0.7%-17.4%0.000%
10/8/2025Fiduciary Alliance LLC20,784$1.38M0.1%-1.3%0.000%
10/8/2025Firethorn Wealth Partners LLC7,918$525K0.2%-5.1%0.000%
10/8/2025Bennett Selby Investments LP13,379$887K0.3%+2.5%0.000%
10/8/2025OLD Point Trust & Financial Services N A25,442$1.69M0.5%-17.3%0.001%
10/8/2025Legacy Private Trust Co.17,442$1.16M0.1%+44.5%0.000%
10/8/2025Tompkins Financial Corp24,147$1.60M0.1%-5.6%0.001%
10/8/2025Wedmont Private Capital52,900$3.53M0.1%-16.7%0.001%
10/8/2025Czech National Bank983,738$65.24M0.5%+3.9%0.023%
10/8/2025Ignite Planners LLC12,632$838K0.1%-1.4%0.000%
10/8/2025Chesley Taft & Associates LLC276,016$18.31M0.8%-1.5%0.006%
10/8/2025Balefire LLC8,251$547K0.1%-12.9%0.000%
10/8/2025Country Club Bank46,604$3.08M0.2%-0.8%0.001%
10/8/2025M.E. Allison & CO. Inc.25,803$1.71M1.2%+17.0%0.001%
10/8/2025Quantum Financial Advisors LLC4,868$323K0.0%+6.1%0.000%
10/8/2025Beacon Financial Group59,371$3.94M0.4%-6.8%0.001%
10/7/2025 Montecito Bank & Trust108,157$7.17M1.1%N/A0.003%
10/7/2025 Orser Capital Management LLC8,368$555K0.3%-23.0%0.000%
10/7/2025 McLean Asset Management Corp5,130$339K0.1%+26.0%0.000%
10/7/2025 Lbmc Investment Advisors LLC38,743$2.57M0.2%-0.4%0.001%
10/7/2025 Norway Savings Bank20,918$1.39M0.7%-2.7%0.000%
10/7/2025 Walker Financial Services Inc.29,389$1.95M0.8%-11.5%0.001%
10/7/2025 First Community Trust NA2,076$138K0.1%-7.6%0.000%
10/7/2025 Woodstock Corp49,161$3.26M0.3%-0.4%0.001%
10/7/2025 Lynch & Associates IN96,975$6.43M1.2%-3.5%0.002%
10/7/2025 Ransom Advisory Ltd11,973$794K0.4%+3.5%0.000%
10/7/2025 ST Germain D J Co. Inc.30,415$2.02M0.1%+7.1%0.001%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.1,323$88K0.2%-91.5%0.000%
10/7/2025 Threadgill Financial LLC3,355$222K0.1%-16.5%0.000%
10/7/2025 Canandaigua National Trust Co of Florida5,874$390K0.3%-20.7%0.000%
10/7/2025 Grant Private Wealth Management Inc6,784$450K0.3%-92.9%0.000%
10/7/2025 Canandaigua National Bank & Trust Co.91,612$6.08M0.5%-5.4%0.002%
10/7/2025 KFG Wealth Management LLC5,072$336K0.0%-4.2%0.000%
10/7/2025 Assenagon Asset Management S.A.4,486,096$297.52M0.4%+343.3%0.104%
10/7/2025 Carolina Wealth Advisors LLC4,335$287K0.1%+161.3%0.000%
10/7/2025 Traphagen Investment Advisors LLC13,899$922K0.1%+3.4%0.000%
10/7/2025 Salem Investment Counselors Inc.107,301$7.16M0.2%-0.3%0.002%
10/7/2025 Quintet Private Bank Europe S.A.150,618$9.99M0.6%-9.1%0.003%
10/7/2025 Sonora Investment Management Group LLC96,272$6.39M0.5%-2.1%0.002%
10/7/2025 Union Bancaire Privee UBP SA509,783$33.81M0.6%-11.5%0.012%
10/7/2025 Sanders Morris Harris LLC6,165$409K0.1%-7.0%0.000%
10/7/2025 Mirador Capital Partners LP4,556$302K0.0%-4.2%0.000%
10/7/2025 Graves Light Lenhart Wealth Inc.9,274$615K0.1%-3.9%0.000%
10/6/2025 WealthBridge Investment Counsel Inc.60,350$4.00M1.2%-1.0%0.001%
10/6/2025 ARS Wealth Advisors Group LLC26,490$1.76M0.2%-0.7%0.001%
10/6/2025 Beacon Financial Strategies CORP4,331$287K0.2%-21.6%0.000%
10/6/2025 Moody National Bank Trust Division59,188$3.93M0.3%-1.0%0.001%
10/6/2025 Old Port Advisors8,178$542K0.1%-11.2%0.000%
10/6/2025 Fragasso Financial Advisors Inc7,564$504K0.0%-9.3%0.000%
10/6/2025 Gradient Investments LLC546,081$36.22M0.6%+3.0%0.013%
10/6/2025 AssuredPartners Investment Advisors LLC6,612$439K0.1%+47.2%0.000%
10/6/2025 HF Advisory Group LLC8,893$590K0.2%+3.1%0.000%
10/6/2025 Heartwood Wealth Advisors LLC21,441$1.42M0.1%+6.4%0.000%
10/6/2025 Insight Wealth Strategies LLC3,364$223K0.0%+7.2%0.000%
10/6/2025 Boltwood Capital Management26,318$1.75M0.5%+0.7%0.001%
10/6/2025 Grove Bank & Trust18,058$1.20M0.1%+3.6%0.000%
10/6/2025 Venture Visionary Partners LLC114,315$7.58M0.3%-11.9%0.003%
10/6/2025 Greenfield Savings Bank24,888$1.65M0.7%+11.4%0.001%
10/6/2025 Strathmore Capital Advisors Inc.6,666$442K0.2%+5.3%0.000%
10/6/2025 Nilsine Partners LLC53,469$3.55M0.3%+3.4%0.001%
10/3/2025 KFA Private Wealth Group LLC8,879$589K0.2%+4.9%0.000%
10/3/2025 Aaron Wealth Advisors LLC36,573$2.43M0.1%+4.1%0.001%
10/3/2025 Breakwater Investment Management376$25K0.0%-74.5%0.000%
10/2/2025 Central Pacific Bank Trust Division14,795$981K0.1%-8.5%0.000%
10/2/2025 GAMMA Investing LLC88,382$5.86M0.3%-4.0%0.002%
10/2/2025 AHL Investment Management Inc.123,003$8.16M5.6%+7.4%0.003%
10/2/2025 Trust Co of the South7,429$493K0.1%+28.6%0.000%
10/2/2025 Capital Asset Advisory Services LLC56,501$3.75M0.2%-6.5%0.001%
10/2/2025 Armstrong Henry H Associates Inc.135,805$9.01M0.8%-1.1%0.003%
10/1/2025 Park National Corp OH466,784$30.96M1.0%+2.6%0.011%
10/1/2025 Jacobs & Co. CA57,595$3.82M0.4%-8.6%0.001%
10/1/2025 American National Bank of Texas10,796$716K0.7%N/A0.000%
10/1/2025 Rowlandmiller & PARTNERS.ADV209,830$13.92M2.7%-0.4%0.005%
10/1/2025 First Financial Bank Trust Division13,783$914K0.1%-1.4%0.000%
10/1/2025 Praxis Investment Management Inc.105,220$6.98M0.4%+6.1%0.002%
9/30/2025Rydar Equities Inc.27,684$1.96M1.5%N/A0.001%
9/25/2025CacheTech Inc.7,146$506K0.1%-38.3%0.000%
9/25/2025Adams Wealth Management7,146$506K0.1%-38.3%0.000%
9/24/2025Fortitude Financial LLC11,932$844K0.5%N/A0.000%
9/24/2025Texas Permanent School Fund Corp296,374$20.97M0.2%-33.4%0.007%
9/22/2025Caldwell Trust Co56,781$4.02M0.4%N/A0.001%
9/19/2025Watts Gwilliam & Co. LLC12,425$826K0.1%+15.5%0.000%
9/19/2025Canal Capital Management LLC22,244$1.57M0.2%+11.2%0.001%
9/15/2025Amiral Gestion46,141$3.26M1.4%-32.4%0.001%
9/15/2025Migdal Insurance & Financial Holdings Ltd.3,953$280K0.0%-10.6%0.000%
9/12/2025Valeo Financial Advisors LLC100,696$7.12M0.2%-17.6%0.002%
9/9/2025NWF Advisory Services Inc.43,733$3.09M0.4%+10.8%0.001%
9/4/2025SevenBridge Financial Group LLC10,732$759K0.1%-15.7%0.000%
9/4/2025V. M. Manning & CO. Inc.7,162$492K0.6%N/A0.000%
9/4/2025Osaic Holdings Inc.1,447,781$102.63M0.2%+31.3%0.034%
9/3/2025American Trust3,777$267K0.0%-5.8%0.000%
8/29/2025Centaurus Financial Inc.25,967$1.84M0.1%-24.1%0.001%
(Data available from 1/1/2016 forward)

KO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KO shares?

During the previous two years, 3,627 institutional investors and hedge funds held shares of CocaCola. The most heavily invested institutionals were Vanguard Group Inc. ($26.00B), State Street Corp ($11.75B), Geode Capital Management LLC ($6.27B), FMR LLC ($5.17B), Charles Schwab Investment Management Inc. ($4.85B), Morgan Stanley ($4.50B), and Norges Bank ($3.85B).Learn more on CocaCola's institutional investors.

What percentage of CocaCola's stock is owned by institutional investors?

70.26% of CocaCola's stock is owned by institutional investors. Learn more on KO's institutional investor holdings.

Which institutional investors have been buying CocaCola's stock?

Of the 3,058 institutional investors that purchased CocaCola's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($156.66M), Nuveen LLC ($21.06M), Wellington Management Group LLP ($20.40M), Charles Schwab Investment Management Inc. ($14.03M), Raymond James Financial Inc. ($12.35M), Capital International Investors ($12.22M), and Fisher Asset Management LLC ($11.78M).

How much institutional buying is happening at CocaCola?

Institutional investors have bought a total of 417,321,282 shares in the last 24 months. This purchase volume represents approximately $28.27B in transactions.

Which of CocaCola's major shareholders have been selling company stock?

Of the 2,022 institutional investors that sold CocaCola's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GQG Partners LLC ($33.02M), Price T Rowe Associates Inc. MD ($20.18M), Vanguard Group Inc. ($15.95M), FMR LLC ($9.96M), Legal & General Group Plc ($9.69M), Geode Capital Management LLC ($8.85M), and Bank of New York Mellon Corp ($8.60M).

How much institutional selling is happening at CocaCola?

Institutional investors have sold a total of 266,577,779 shares in the last 24 months. This volume of shares sold represents approximately $17.89B in transactions.


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This page (NYSE:KO) was last updated on 10/9/2025 by MarketBeat.com Staff
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