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CocaCola (KO) Institutional Ownership

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$70.41 +0.90 (+1.30%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$70.34 -0.07 (-0.11%)
As of 08/7/2025 08:00 PM Eastern
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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)
2308
Total
Institutional Inflows
(last 12 months)
$22.29B
Number of
Institutional Sellers
(last 12 months)
1968
Total
Institutional Outflows
(last 12 months)
$16.15B
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KO Institutional Buying and Selling by Quarter

CocaCola Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Winch Advisory Services LLC29,852$2.11M0.5%-1.9%0.001%
8/7/2025Cascade Financial Partners LLC6,580$466K0.1%+6.5%0.000%
8/7/2025Boston Partners8,966,541$633.59M0.7%+0.2%0.208%
8/7/2025Cvfg LLC9,523$674K0.5%+1.7%0.000%
8/7/2025Factory Mutual Insurance Co.726,400$51.39M0.6%-17.2%0.017%
8/7/2025CENTRAL TRUST Co153,267$10.84M0.3%+0.7%0.004%
8/7/2025Montag A & Associates Inc.355,702$25.35M1.2%-25.5%0.008%
8/7/202549 Wealth Management LLC21,146$1.50M0.2%+6.3%0.000%
8/7/2025Midland Wealth Advisors LLC11,516$815K0.0%-4.2%0.000%
8/7/2025Hodges Capital Management Inc.9,348$661K0.1%-5.2%0.000%
8/7/2025S&CO Inc.10,696$756K0.0%-3.6%0.000%
8/7/2025Laffer Tengler Investments Inc.8,287$586K0.1%+100.0%0.000%
8/7/2025Vise Technologies Inc.109,234$7.73M0.3%N/A0.003%
8/7/2025First Dallas Securities Inc.11,725$830K0.3%-3.3%0.000%
8/7/2025Alpha Cubed Investments LLC499,328$35.33M1.3%-24.2%0.012%
8/7/2025Allworth Financial LP595,330$42.12M0.2%+12.2%0.014%
8/7/2025Addison Advisors LLC10,227$724K0.2%+21.3%0.000%
8/7/2025Americana Partners LLC85,177$6.03M0.2%+2.3%0.002%
8/7/2025Illinois Municipal Retirement Fund310,679$21.98M0.3%-4.4%0.007%
8/7/2025BOK Financial Private Wealth Inc.6,367$454K0.0%-2.2%0.000%
8/7/2025Davis R M Inc.19,093$1.35M0.0%+1.2%0.000%
8/7/2025Fountainhead AM LLC6,560$464K0.1%+8.4%0.000%
8/7/2025Fidelis Capital Partners LLC29,380$2.04M0.2%+1.6%0.001%
8/7/2025ProShare Advisors LLC2,930,807$207.36M0.4%-14.8%0.068%
8/7/2025Profund Advisors LLC34,541$2.44M0.1%-17.7%0.001%
8/7/2025Summit X LLC21,903$1.55M0.3%-1.4%0.001%
8/7/2025King Luther Capital Management Corp3,838,713$271.59M1.2%-1.8%0.089%
8/7/2025Searle & CO.7,315$518K0.1%-23.2%0.000%
8/7/2025Roberts Glore & Co. Inc. IL20,500$1.45M0.4%-7.7%0.000%
8/7/2025PFG Advisors17,144$1.21M0.0%+23.8%0.000%
8/7/2025Arbor Trust Wealth Advisors LLC11,074$789K0.4%-11.4%0.000%
8/7/2025Zions Bancorporation National Association UT56,464$4.00M0.2%-35.6%0.001%
8/7/2025Reik & CO. LLC75,783$5.36M1.3%-33.2%0.002%
8/7/2025Summit Asset Management LLC21,103$1.49M0.2%-4.4%0.000%
8/7/2025Midwest Trust Co302,814$21.42M0.3%N/A0.007%
8/7/2025Flossbach Von Storch SE863,021$61.06M0.2%-13.1%0.020%
8/7/2025FDx Advisors Inc.3,149$223K0.1%-25.9%0.000%
8/7/2025Acadian Asset Management LLC1,139,364$80.59M0.2%+23.6%0.026%
8/7/20251ST Source Bank19,212$1.36M0.1%-1.3%0.000%
8/7/2025Rollins Financial Advisors LLC5,040$357K0.1%-10.0%0.000%
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8/7/2025Global Wealth Management Investment Advisory Inc.64,447$4.56M0.9%-9.5%0.001%
8/7/2025Sound View Wealth Advisors Group LLC114,682$8.11M0.6%-3.0%0.003%
8/7/2025Rathbones Group PLC5,704,221$403.57M1.7%-0.9%0.133%
8/7/2025HC Advisors LLC6,057$429K0.3%-15.0%0.000%
8/7/2025Campbell & CO Investment Adviser LLC39,478$2.79M0.2%-11.0%0.001%
8/7/2025Connor Clark & Lunn Investment Management Ltd.239,462$16.94M0.1%-59.5%0.006%
8/7/2025Delta Financial Advisors LLC12,454$881K0.3%-2.6%0.000%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.18,557,659$1.31B1.0%+15.0%0.431%
8/7/2025Parkside Financial Bank & Trust35,195$2.49M0.3%+25.4%0.001%
8/7/2025Magellan Asset Management Ltd1,943,750$137.52M1.6%+91.2%0.045%
8/7/2025Bradley & Co. Private Wealth Management LLC8,859$627K0.4%-7.3%0.000%
8/7/2025Aviva PLC3,578,897$253.21M0.5%+6.5%0.083%
8/7/2025Los Angeles Capital Management LLC55,652$3.94M0.0%-89.8%0.001%
8/6/2025 Prospera Financial Services Inc117,690$8.33M0.2%+25.8%0.003%
8/6/2025 RWA Wealth Partners LLC106,964$7.57M0.1%-0.9%0.002%
8/6/2025 AGF Management Ltd.279,732$19.79M0.1%+257.4%0.006%
8/6/2025Summit Investment Advisors Inc.51,323$3.68M3.0%-12.4%0.001%
8/6/2025 Bensler LLC3,839$272K0.0%+7.6%0.000%
8/6/2025 AE Wealth Management LLC123,924$8.77M0.1%+24.2%0.003%
8/6/2025 Garrison Point Advisors LLC22,258$1.58M0.7%-1.5%0.001%
8/6/2025 Paradigm Asset Management Co. LLC31,500$2.23M0.6%-19.8%0.001%
8/6/2025 Fox Run Management L.L.C.3,029$214K0.0%N/A0.000%
8/6/2025 Mark Sheptoff Financial Planning LLC28,820$2.04M1.1%+1.3%0.001%
8/6/2025 Metis Global Partners LLC203,242$14.38M0.4%-9.4%0.005%
8/6/2025 Penserra Capital Management LLC375$26K0.0%-97.7%0.000%
8/6/2025 Quadrant Private Wealth Management LLC9,063$646K0.1%+4.1%0.000%
8/6/2025 KCM Investment Advisors LLC51,839$3.67M0.1%+1.9%0.001%
8/6/2025 Marco Investment Management LLC260,933$18.46M1.5%-2.0%0.006%
8/6/2025 Wedbush Securities Inc.100,614$7.12M0.2%-5.6%0.002%
8/6/2025 Chancellor Financial Group WB LP15,222$1.08M0.8%+21.8%0.000%
8/6/2025 Harvest Portfolios Group Inc.251,854$17.82M0.4%-17.3%0.006%
8/6/2025 Vestmark Advisory Solutions Inc.51,151$3.62M0.1%+379.3%0.001%
8/6/2025 Aspect Partners LLC5,334$377K0.2%+3.3%0.000%
8/6/2025 Sterling Capital Management LLC161,667$11.44M0.2%+5.1%0.004%
8/6/2025 Nvwm LLC1,198$85K0.0%+44.5%0.000%
8/6/2025 Walkner Condon Financial Advisors LLC5,588$395K0.1%+8.7%0.000%
8/6/2025 Bryn Mawr Trust Advisors LLC76,338$5.40M0.3%+1.0%0.002%
8/6/2025 Smart Money Group LLC14,881$1.05M0.3%+10.4%0.000%
8/6/2025 Paulson Wealth Management Inc.6,773$479K0.1%+2.2%0.000%
8/6/2025 Savant Capital LLC599,686$42.43M0.3%+1.0%0.014%
8/6/2025 O Brien Greene & Co. Inc23,208$1.64M0.5%-5.1%0.001%
8/6/2025 Sound Financial Strategies Group LLC3,035$215K0.2%-71.3%0.000%
8/6/2025 Modera Wealth Management LLC177,204$12.54M0.2%-0.6%0.004%
8/6/2025 Middleton & Co. Inc. MA5,325$377K0.0%-32.8%0.000%
8/6/2025 OneAscent Family Office LLC4,162$294K0.3%-47.8%0.000%
8/6/2025 Twin Capital Management Inc.106,603$7.54M0.8%+11.3%0.002%
8/6/2025 Soltis Investment Advisors LLC106,853$7.56M0.6%+5.8%0.002%
8/6/2025 Souders Financial Advisors12,624$893K0.1%+45.9%0.000%
8/6/2025 Cetera Trust Company N.A30,371$2.15M1.3%+0.5%0.001%
8/6/2025 Yacktman Asset Management LP2,216,552$156.82M2.1%-1.0%0.052%
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8/6/2025 Long Run Wealth Advisors LLC4,574$324K0.1%+27.9%0.000%
8/6/2025 Achmea Investment Management B.V.156,240$11.05M0.1%+2.9%0.004%
8/6/2025 Commonwealth Equity Services LLC1,635,634$115.72M0.2%-3.0%0.038%
8/6/2025 HORAN Wealth LLC3,467$245K0.1%N/A0.000%
8/6/2025 SouthState Corp266,716$18.87M0.8%+4.5%0.006%
8/6/2025 Waverton Investment Management Ltd66,773$4.72M0.1%-39.9%0.002%
8/6/2025 Sienna Gestion89,794$5.80M0.4%+11.0%0.002%
8/6/2025 Andra AP fonden349,100$24.70M0.3%+47.9%0.008%
8/6/2025 Climber Capital SA4,187$295K0.2%-4.8%0.000%
8/6/2025 Anchor Capital Advisors LLC18,393$1.30M0.0%-10.4%0.000%
(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, 3,600 institutional investors and hedge funds held shares of CocaCola. The most heavily invested institutionals were Vanguard Group Inc. ($25.87B), BlackRock Inc. ($18.22B), State Street Corp ($11.92B), Geode Capital Management LLC ($5.67B), FMR LLC ($5.17B), Charles Schwab Investment Management Inc. ($5.03B), and Morgan Stanley ($4.50B).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 3,028 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 ($102.29M), Nuveen LLC ($21.06M), Wellington Management Group LLP ($20.40M), Charles Schwab Investment Management Inc. ($14.07M), Capital International Investors ($12.22M), Raymond James Financial Inc. ($11.84M), and Fisher Asset Management LLC ($11.79M).

How much institutional buying is happening at CocaCola?

Institutional investors have bought a total of 333,468,601 shares in the last 24 months. This purchase volume represents approximately $22.29B in transactions.

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

Of the 1,963 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), Bank of New York Mellon Corp ($8.60M), and Canada Pension Plan Investment Board ($7.03M).

How much institutional selling is happening at CocaCola?

Institutional investors have sold a total of 243,189,944 shares in the last 24 months. This volume of shares sold represents approximately $16.15B in transactions.



This page (NYSE:KO) was last updated on 8/8/2025 by MarketBeat.com Staff
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