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CocaCola (KO) Institutional Ownership

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$68.82 +0.09 (+0.12%)
Closing price 08/27/2025 03:59 PM Eastern
Extended Trading
$68.92 +0.11 (+0.16%)
As of 07:11 AM 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)
2375
Total
Institutional Inflows
(last 12 months)
$28.08B
Number of
Institutional Sellers
(last 12 months)
2020
Total
Institutional Outflows
(last 12 months)
$17.88B
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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
8/27/2025Stonebridge Wealth Management LLC3,292$233K0.2%N/A0.000%
8/27/2025 Orion Porfolio Solutions LLC293,119$20.74M0.2%+7.0%0.007%
8/26/2025 Thrivent Financial for Lutherans234,830$16.61M0.0%+1.1%0.005%
8/26/2025 Claris Financial LLC15,456$1.09M0.8%-17.9%0.000%
8/26/2025 MASTERINVEST Kapitalanlage GmbH120,810$8.55M0.9%N/A0.003%
8/25/2025 Silverlake Wealth Management LLC29,842$2.11M0.6%+3.1%0.001%
8/25/2025 Hilltop Partners LLC14,853$1.05M0.3%+1.4%0.000%
8/22/2025 Cim Investment Management Inc.20,397$1.36M0.3%+99.7%0.000%
8/21/2025 Pathway Financial Advisers LLC34,563$2.45M0.8%+2.1%0.001%
8/21/2025 Clarion Wealth Managment Partners LLC4,009$284K0.3%N/A0.000%
8/20/2025 Thompson Davis & CO. Inc.17,492$1.24M0.6%N/A0.000%
8/20/2025 Kentucky Retirement Systems248,844$17.61M0.5%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund105,614$7.47M0.5%-6.5%0.002%
8/20/2025 Monarch Capital Management Inc.97,429$6.93M1.9%-4.5%0.002%
8/20/2025 Coppell Advisory Solutions LLC8,402$591K0.1%+4.9%0.000%
8/19/2025 Newbridge Financial Services Group Inc.37,873$2.68M0.4%+4.7%0.001%
8/19/2025 Cape Investment Advisory Inc.31,095$2.20M0.8%-31.9%0.001%
8/19/2025 Marex Group plc25,404$1.80M0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC142,051$9.64M0.2%-0.1%0.003%
8/19/2025 Anchor Investment Management LLC118,948$8.42M0.7%-1.8%0.003%
8/19/2025 Asset Dedication LLC51,607$3.65M0.3%+8.4%0.001%
8/19/2025 Campbell Capital Management Inc.38,515$2.73M1.1%-1.3%0.001%
8/19/2025 Pitcairn Co.61,247$4.33M0.3%-6.9%0.001%
8/18/2025 Finward Bancorp15,677$1.11M0.9%+3.3%0.000%
8/18/2025 Old North State Trust LLC17,527$1.24M0.8%-4.3%0.000%
8/18/2025 Nomura Holdings Inc.128,065$9.06M0.0%-22.6%0.003%
8/18/2025 N.E.W. Advisory Services LLC10,290$728K0.1%-1.4%0.000%
8/18/2025 Geneos Wealth Management Inc.47,084$3.33M0.1%+39.6%0.001%
8/18/2025 Westwood Holdings Group Inc.44,409$3.14M0.0%-9.1%0.001%
8/18/2025 Kestra Investment Management LLC15,973$1.13M0.0%+1.2%0.000%
8/18/2025 Ashford Capital Management Inc.10,075$713K0.1%-3.5%0.000%
8/18/2025 Semper Augustus Investments Group LLC15,622$1.11M0.2%-29.0%0.000%
8/18/2025 Wellington Capital Management Inc.5,275$373K0.5%N/A0.000%
8/18/2025 Second Line Capital LLC9,651$688K0.2%+2.9%0.000%
8/18/2025 Rexford Capital Inc.8,945$633K0.5%N/A0.000%
8/18/2025 National Bank of Canada FI3,616,655$255.86M0.2%-7.0%0.084%
8/16/2025 Public Sector Pension Investment Board3,375,244$238.80M1.0%+12.5%0.078%
8/16/2025 Evergreen Capital Management LLC38,050$2.71M0.1%-2.9%0.001%
8/16/2025 Headlands Technologies LLC368$26K0.0%N/A0.000%
8/15/2025 CANADA LIFE ASSURANCE Co4,673,112$330.87M0.5%-1.4%0.109%
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8/15/2025 44 Wealth Management LLC46,440$3.29M1.2%-2.7%0.001%
8/15/2025 Tower Research Capital LLC TRC 90,133$6.38M0.2%-54.5%0.002%
8/15/2025 Front Street Capital Management Inc.7,015$496K0.1%-2.4%0.000%
8/15/2025 Security National Bank of Sioux City Iowa IA13,989$990K0.7%-13.4%0.000%
8/15/2025 MUFG Securities EMEA plc11,446$810K0.0%-97.5%0.000%
8/15/2025 Howland Capital Management LLC69,929$4.98M0.2%-2.1%0.002%
8/15/2025 Brooks Moore & Associates Inc.94,781$6.44M3.5%-0.7%0.002%
8/15/2025 SkyView Investment Advisors LLC15,403$1.08M0.2%-9.4%0.000%
8/15/2025 Binnacle Investments Inc651$46K0.0%+33.4%0.000%
8/15/2025 Resources Management Corp CT ADV7,066$500K0.1%-6.0%0.000%
8/15/2025 Semmax Financial Advisors Inc.57,662$4.06M1.0%+1.4%0.001%
8/15/2025 Rakuten Securities Inc.2,260$160K0.1%-15.6%0.000%
8/15/2025 Equitable Holdings Inc.161,452$11.42M0.1%+10.9%0.004%
8/15/2025 Florida Financial Advisors LLC9,107$644K0.2%+8.5%0.000%
8/15/2025 Northeast Financial Consultants Inc26,456$1.87M0.1%-21.4%0.001%
8/15/2025 Auxier Asset Management91,897$6.50M1.0%-0.3%0.002%
8/15/2025 State of Tennessee Department of Treasury1,395,090$98.70M0.4%-2.2%0.032%
8/15/2025 Hayek Kallen Investment Management77,033$5.45M1.9%+1.2%0.002%
8/15/2025 Chapman Financial Group LLC29,230$2.07M1.8%N/A0.001%
8/15/2025 FSB Premier Wealth Management Inc.11,614$822K0.3%-2.0%0.000%
8/15/2025 E Fund Management Co. Ltd.41,993$2.97M0.1%-21.7%0.001%
8/15/2025 Stonebridge Capital Advisors LLC240,528$17.02M1.3%-2.5%0.006%
8/15/2025 Captrust Financial Advisors1,546,372$109.41M0.2%-1.2%0.036%
8/15/2025 Blue Chip Partners LLC50,859$3.60M0.3%-2.1%0.001%
8/15/2025 Keel Point LLC51,770$3.66M0.2%+81.9%0.001%
8/15/2025 Prevail Innovative Wealth Advisors LLC66,191$4.68M1.1%N/A0.002%
8/15/2025 WFA of San Diego LLC2,575$182K0.1%N/A0.000%
8/15/2025 Lantern Wealth Advisors LLC3,156$223K0.1%N/A0.000%
8/15/2025 Vident Advisory LLC155,735$11.02M0.1%+4.1%0.004%
8/15/2025 Visionary Wealth Advisors101,049$7.15M0.4%+1.5%0.002%
8/15/2025 Voleon Capital Management LP268,803$19.02M1.0%+126.8%0.006%
8/15/2025 Voya Financial Advisors Inc.17,105$1.20M0.1%+2.3%0.000%
8/15/2025 Talisman Wealth Advisors LLC14,154$1.00M0.9%+1.1%0.000%
8/15/2025 Scott Marsh Financial LLC5,982$423K0.2%N/A0.000%
8/15/2025 Smartleaf Asset Management LLC40,231$2.83M0.2%-5.3%0.001%
8/15/2025 Snowden Capital Advisors LLC78,763$5.61M0.2%+7.0%0.002%
8/15/2025 Socorro Asset Management LP156,940$11.10M3.7%-7.3%0.004%
8/15/2025 Sompo Asset Management Co. Ltd.123,765$8.76M1.5%-1.2%0.003%
8/15/2025 Royal London Asset Management Ltd.2,024,128$143.21M0.3%-3.4%0.047%
8/15/2025 Rafferty Asset Management LLC328,236$23.22M0.1%+22.9%0.008%
8/15/2025 Redwood Investment Management LLC4,217$298K0.0%-41.4%0.000%
8/15/2025 Scopus Asset Management L.P.1,227,500$86.85M1.5%-19.8%0.029%
8/15/2025 Oxford Financial Group LTD. LLC12,278$869K0.1%-12.4%0.000%
8/15/2025 Onex Canada Asset Management Inc.86,814$6.14M0.7%-1.4%0.002%
8/15/2025 Orion Porfolio Solutions LLC292,983$20.73M0.1%+7.0%0.007%
8/15/2025 MML Investors Services LLC710,384$50.26M0.1%-0.6%0.017%
8/15/2025 Moore Capital Management LP5,820$412K0.0%-77.6%0.000%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.299,748$21.21M1.1%-5.6%0.007%
8/15/2025 Mendel Capital Management LLC3,790$268K0.2%+10.8%0.000%
8/15/2025 Mission Creek Capital Partners Inc.7,964$563K0.1%-31.8%0.000%
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8/15/2025 Modern Wealth Management LLC44,128$3.12M0.1%+12.8%0.001%
8/15/2025 Lazard Asset Management LLC8,512,531$602.26M0.8%-5.0%0.198%
8/15/2025 London Co. of Virginia172,146$12.18M0.1%-0.7%0.004%
8/15/2025 ICONIQ Capital LLC26,017$1.84M0.0%+9.0%0.001%
8/15/2025 IHT Wealth Management LLC71,670$5.07M0.1%+5.6%0.002%
8/15/2025 Fullerton Fund Management Co Ltd.152,171$10.77M0.4%-17.8%0.004%
8/15/2025 Great Valley Advisor Group Inc.51,070$3.61M0.1%-5.5%0.001%
8/15/2025 Gallagher Fiduciary Advisors LLC20,166$1.43M0.0%-9.7%0.000%
8/15/2025 EP Wealth Advisors LLC118,163$8.36M0.1%+7.1%0.003%
8/15/2025 Engineers Gate Manager LP21,434$1.52M0.0%-35.2%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, 3,619 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 3,049 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 414,482,056 shares in the last 24 months. This purchase volume represents approximately $28.08B in transactions.

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

Of the 2,017 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 266,371,520 shares in the last 24 months. This volume of shares sold represents approximately $17.88B in transactions.



This page (NYSE:KO) was last updated on 8/28/2025 by MarketBeat.com Staff
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