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CocaCola (KO) Institutional Ownership

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$69.60 +0.12 (+0.17%)
As of 11:47 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)
2269
Total
Institutional Inflows
(last 12 months)
$22.08B
Number of
Institutional Sellers
(last 12 months)
1919
Total
Institutional Outflows
(last 12 months)
$15.56B
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Skip Chart & View Institutional Buying and Selling Data

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
7/10/2025Sumitomo Mitsui DS Asset Management Company Ltd783,488$55.43M0.5%+5.4%0.018%
7/10/2025KMG Fiduciary Partners LLC169,086$11.96M0.9%+0.1%0.004%
7/10/2025Signal Advisors Wealth LLC6,352$449K0.0%+15.1%0.000%
7/10/2025Focus Financial Network Inc.27,383$1.95M0.1%+1.1%0.001%
7/10/2025Sovran Advisors LLC20,132$1.41M0.1%+3.1%0.000%
7/10/2025Sunflower Bank N.A.27,480$1.94M0.5%-1.3%0.001%
7/10/2025Financial Management Network Inc.3,056$218K0.0%N/A0.000%
7/10/2025Chickasaw Capital Management LLC40,747$2.88M0.1%-5.2%0.001%
7/9/2025Intelligence Driven Advisers LLC3,684$261K0.0%+6.3%0.000%
7/9/2025Dynamic Advisor Solutions LLC74,869$5.30M0.2%+3.3%0.002%
7/9/2025Gilman Hill Asset Management LLC10,070$712K0.1%+1.6%0.000%
7/9/2025Bruce G. Allen Investments LLC5,899$417K0.3%-4.6%0.000%
7/9/2025Channel Wealth LLC5,878$416K0.1%-37.7%0.000%
7/9/2025PFW Advisors LLC455,909$32.26M9.9%-2.1%0.011%
7/9/2025Stokes Capital Advisors LLC106,438$7.53M1.8%+1.2%0.002%
7/9/2025Pines Wealth Management LLC5,939$424K0.1%-7.9%0.000%
7/9/2025Chesley Taft & Associates LLC280,305$19.83M0.9%+4.6%0.007%
7/9/2025Sunpointe LLC13,837$986K0.4%+118.7%0.000%
7/9/2025Sapient Capital LLC312,589$22.28M0.4%-0.8%0.007%
7/9/2025Procyon Advisors LLC17,580$1.24M0.1%-77.3%0.000%
7/9/2025Pallas Capital Advisors LLC143,117$10.13M0.4%-0.2%0.003%
7/9/2025Affinity Capital Advisors LLC4,603$326K0.1%-44.1%0.000%
7/9/2025GSG Advisors LLC4,356$308K0.1%+4.7%0.000%
7/9/2025Westbourne Investments Inc.4,060$287K0.2%-4.7%0.000%
7/9/2025Lbmc Investment Advisors LLC38,897$2.75M0.2%-2.5%0.001%
7/9/2025Fermata Advisors LLC2,848$202K0.1%-55.5%0.000%
7/9/2025Aaron Wealth Advisors LLC35,123$2.49M0.3%+2.9%0.001%
7/9/2025Keystone Wealth Services LLC7,253$513K0.1%+139.6%0.000%
7/9/2025Hardin Capital Partners LLC10,485$751K0.4%-6.2%0.000%
7/9/2025Balefire LLC9,469$670K0.1%+103.4%0.000%
7/9/2025New England Research & Management Inc.22,858$1.62M0.8%+0.7%0.001%
7/9/2025Krilogy Financial LLC10,170$720K0.0%-11.9%0.000%
7/9/2025Harbor Capital Advisors Inc.61,916$4.38M0.2%-0.6%0.001%
7/9/2025Fragasso Financial Advisors Inc8,340$590K0.0%+10.6%0.000%
7/9/2025Fiduciary Alliance LLC21,049$1.49M0.1%+11.7%0.000%
7/9/2025First Bank & Trust25,007$1.77M0.3%-2.5%0.001%
7/9/2025Central Bank & Trust Co.16,730$1.18M0.2%+4.0%0.000%
7/9/2025Byrne Asset Management LLC1,065$75K0.1%-15.8%0.000%
7/9/2025Woodstock Corp49,361$3.49M0.3%-0.9%0.001%
7/9/2025Veracity Capital LLC27,843$1.97M0.7%-2.0%0.001%
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7/9/2025Lifestyle Asset Management Inc.3,536$250K0.1%+10.3%0.000%
7/9/2025Westmount Partners LLC12,481$883K0.2%-3.2%0.000%
7/9/2025Beacon Financial Group63,718$4.51M0.5%-5.8%0.001%
7/9/2025Reyes Financial Architecture Inc.4,355$308K0.3%+190.3%0.000%
7/9/2025Czech National Bank946,845$66.99M0.5%+6.5%0.022%
7/9/2025Livforsakringsbolaget Skandia Omsesidigt29,907$2.12M0.0%-70.6%0.001%
7/9/2025First Financial Corp IN13,088$926K0.4%-1.5%0.000%
7/9/2025Sandy Cove Advisors LLC20,252$1.43M0.5%-10.7%0.000%
7/9/2025MassMutual Private Wealth & Trust FSB148,640$10.52M0.3%-11.4%0.003%
7/8/2025 Strategic Advocates LLC5,748$407K0.1%+3.7%0.000%
7/8/2025 IAM Advisory LLC3,158$223K0.1%+10.6%0.000%
7/8/2025 First National Corp MA ADV8,360$591K0.1%+2.5%0.000%
7/8/2025 Everpar Advisors LLC15,874$1.12M0.5%-19.9%0.000%
7/8/2025 Northstar Advisory Group LLC28,686$2.03M1.0%+243.5%0.001%
7/8/2025 Dover Advisors LLC70,018$4.95M2.2%-1.5%0.002%
7/8/2025 Arlington Trust Co LLC4,656$329K0.1%-4.4%0.000%
7/8/2025 Davis Investment Partners LLC7,406$531K0.2%+4.3%0.000%
7/8/2025 Chemistry Wealth Management LLC12,223$865K0.2%+3.2%0.000%
7/8/2025 Avity Investment Management Inc.44,986$3.18M0.2%-1.5%0.001%
7/8/2025 Adamsbrown Wealth Consultants LLC5,080$359K0.1%+8.8%0.000%
7/8/2025 Ransom Advisory Ltd11,573$819K0.4%-3.7%0.000%
7/8/2025 Atlas Brown Inc.20,050$1.42M0.5%-1.6%0.000%
7/8/2025 MRA Advisory Group5,202$368K0.2%-17.4%0.000%
7/8/2025 Richard P Slaughter Associates Inc11,874$840K0.2%+7.0%0.000%
7/8/2025 Canandaigua National Trust Co of Florida7,405$524K0.4%+26.7%0.000%
7/8/2025 Allen Mooney & Barnes Investment Advisors LLC41,646$2.95M0.5%+1.1%0.001%
7/8/2025 Canandaigua National Bank & Trust Co.96,807$6.85M0.6%+12.3%0.002%
7/8/2025 RMR Wealth Builders20,799$1.48M0.1%+1.3%0.000%
7/8/2025 NBC Securities Inc.36,829$2.61M0.2%-25.0%0.001%
7/8/2025 Apella Capital LLC20,192$1.43M0.0%+14.0%0.000%
7/8/2025 First International Bank & Trust3,200$226K0.1%-20.8%0.000%
7/8/2025 Bard Financial Services Inc.178,197$12.61M1.5%-0.7%0.004%
7/8/2025 Heartwood Wealth Advisors LLC20,160$1.43M0.1%+3.8%0.000%
7/8/2025 Quintet Private Bank Europe S.A.165,611$11.72M0.7%-39.8%0.004%
7/8/2025 Gradient Investments LLC530,110$37.51M0.7%+1.9%0.012%
7/8/2025 E. Ohman J or Asset Management AB172,505$12.21M0.3%-2.9%0.004%
7/8/2025 Mirabaud & Cie SA28,383$2.01M0.6%N/A0.001%
7/8/2025 Cultivar Capital Inc.6,461$457K0.3%+32.7%0.000%
7/8/2025 Parallel Advisors LLC89,819$6.36M0.1%+4.7%0.002%
7/7/2025 Investors Research Corp10,112$715K0.1%-2.9%0.000%
7/7/2025 Wealth Alliance Advisory Group LLC14,242$1.01M0.2%+9.0%0.000%
7/7/2025 Fox Hill Wealth Management11,738$830K0.4%N/A0.000%
7/7/2025 Accelerate Investment Advisors LLC3,190$226K0.2%+11.3%0.000%
7/7/2025 Capital Asset Advisory Services LLC60,444$4.33M0.2%-11.7%0.001%
7/7/2025 Wesbanco Bank Inc.307,149$21.73M0.6%-1.4%0.007%
7/7/2025 HMS Capital Management LLC17,387$1.23M0.6%-7.0%0.000%
7/7/2025 Good Steward Wealth Advisors LLC4,877$345K0.3%-29.5%0.000%
7/7/2025 Insight Wealth Strategies LLC3,137$225K0.0%+8.4%0.000%
7/7/2025 Dominguez Wealth Management Solutions Inc.8,540$604K0.4%-1.7%0.000%
7/7/2025 Armstrong Henry H Associates Inc.137,304$9.71M0.9%-3.1%0.003%
Trump Exec Order 14179 is wealth “gift” to good Americans? (Ad)

Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve suffered financial hardship…Our President may have solved everything.

If you missed out on a bitcoin fortune, this could be your second chance. A brief “wealth window” is
7/7/2025 Roxbury Financial LLC14,050$994K1.0%-2.4%0.000%
7/7/2025 Greenfield Savings Bank22,341$1.58M0.7%+7.9%0.001%
7/7/2025 Nova Wealth Management Inc.771$55K0.0%+671.0%0.000%
7/7/2025 Bangor Savings Bank10,611$751K0.1%-5.0%0.000%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.15,507$1.10M0.1%+7.9%0.000%
7/7/2025 Aletheian Wealth Advisors LLC4,883$345K0.2%-3.1%0.000%
7/7/2025 Centurion Wealth Management LLC10,735$759K0.2%-7.1%0.000%
7/7/2025 Douglas Lane & Associates LLC1,003,540$71M1.0%-3.0%0.023%
7/7/2025 RB Capital Management LLC34,606$2.45M0.6%-2.6%0.001%
7/3/2025 Garde Capital Inc.1,209$86K0.0%+184.5%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, 3,581 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 3,011 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 331,699,935 shares in the last 24 months. This purchase volume represents approximately $22.08B in transactions.

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

Of the 1,915 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 ($8.02M), and Canada Pension Plan Investment Board ($7.03M).

How much institutional selling is happening at CocaCola?

Institutional investors have sold a total of 235,360,921 shares in the last 24 months. This volume of shares sold represents approximately $15.56B in transactions.



This page (NYSE:KO) was last updated on 7/10/2025 by MarketBeat.com Staff
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