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CocaCola (KO) Institutional Ownership

CocaCola logo
$87.85 -0.86 (-0.97%)
As of 03:37 PM Eastern
This is a fair market value price provided by Massive. 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)
2160
Total
Institutional Inflows
(last 12 months)
$17.99B
Number of
Institutional Sellers
(last 12 months)
1732
Total
Institutional Outflows
(last 12 months)
$10.20B
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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
9/15/2026Cherry Tree Wealth Management LLC1,830$149K0.0%-26.7%0.000%
9/11/2026 Smith Chas P & Associates PA Cpas18,478$1.50M0.1%-2.6%0.000%
9/9/2026 Bouchey Financial Group Ltd.4,756$388K0.0%+22.8%0.000%
9/9/2026 Miramontes Capital LLC13,519$1.10M0.3%+1.8%0.000%
9/9/2026 Core Capital Management & Research inc.14,797$1.20M0.6%N/A0.000%
9/9/2026 The Manufacturers Life Insurance Company2,072,126$168.40M0.1%-4.8%0.048%
9/9/2026 Capstone Financial Advisors Inc.18,361$1.49M0.1%+7.5%0.000%
9/9/2026 Blue Edge Capital LLC11,528$937K0.1%-9.4%0.000%
9/9/2026 Sequoia Financial Advisors LLC283,607$23.05M0.1%+3.4%0.007%
9/9/2026 Van Hulzen Asset Management LLC202,915$16.49M1.2%-2.6%0.005%
9/9/2026 MCF Advisors LLC36,196$2.96M0.1%+3.7%0.001%
9/9/2026 Archford Capital Strategies LLC6,017$489K0.0%+6.5%0.000%
9/9/2026 National Pension Service9,350,248$759.90M0.5%+0.7%0.217%
9/9/2026 Cidel Asset Management Inc.361,934$29.41M1.4%+2,091.3%0.008%
9/9/2026 Plimoth Trust Co. LLC49,840$4.05M0.8%-0.3%0.001%
9/9/2026 Capital Analysts LLC66,777$5.43M0.1%-1.2%0.002%
9/9/2026 SVB Wealth LLC72,592$5.90M0.3%-3.5%0.002%
9/9/2026 Insight Wealth Partners LLC3,636$296K0.0%+5.3%0.000%
9/9/2026 Teamwork Financial Advisors LLC2,627$214K0.0%-18.4%0.000%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC60,622$4.93M0.3%+4.5%0.001%
9/9/2026 NorthRock Partners LLC43,626$3.55M0.1%+2.8%0.001%
9/9/2026 Integrated Wealth Concepts LLC216,268$17.58M0.1%+47.9%0.005%
9/9/2026 Community Bank N.A.86,396$7.02M0.8%-1.9%0.002%
9/9/2026 RFG Advisory LLC78,224$6.36M0.1%-1.3%0.002%
9/9/2026 NewEdge Advisors LLC601,604$48.89M0.1%+11.3%0.014%
9/9/2026 Hedeker Wealth LLC18,887$1.54M0.3%-0.8%0.000%
9/9/2026 IFP Advisors Inc70,648$5.74M0.1%+2.9%0.002%
9/9/2026 Baird Financial Group Inc.1,513,555$123.01M0.2%+7.5%0.035%
9/9/2026 Arcus Capital Partners LLC53,698$4.36M1.8%-91.3%0.001%
9/9/2026 Beacon Investment Advisory Services Inc.5,565$452K0.0%-33.1%0.000%
9/9/2026 Sterling Investment Advisors Ltd.19,583$1.59M0.2%-3.9%0.000%
9/9/2026 Stableford Capital II LLC12,399$1.01M0.4%-1.9%0.000%
9/9/2026 XY Planning Network Inc.4,850$394K0.0%+54.9%0.000%
9/9/2026 BayBridge Capital Group LLC21,044$1.71M0.9%+5.5%0.000%
9/8/2026 Ramsay Stattman Vela & Price Inc.136,116$11.06M2.0%-0.7%0.003%
9/8/2026 Hudock Inc.28,453$2.31M0.3%+1.2%0.001%
9/8/2026 CORDA Investment Management LLC.409,756$33.30M2.0%-1.3%0.010%
9/8/2026 Allworth Financial LP732,270$59.51M0.3%+16.9%0.017%
9/8/2026 Arizona State Retirement System1,074,888$87.36M0.4%-4.0%0.025%
9/8/2026 West Family Investments Inc.21,005$1.71M0.5%+8.9%0.000%
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9/8/2026 Waverly Advisors LLC605,906$49.24M0.3%-1.5%0.014%
9/8/2026 Bank OZK11,475$933K0.3%-2.8%0.000%
9/8/2026 Empirical Finance LLC134,955$10.97M0.5%+3.5%0.003%
9/8/2026 Nykredit A S939,103$76.32M0.2%N/A0.022%
9/4/2026 Parkside Financial Bank & Trust35,550$2.89M0.2%+0.5%0.001%
9/3/2026 Anchor Capital Advisors LLC13,291$1.08M0.0%-10.4%0.000%
9/2/2026 Second Line Capital LLC9,713$795K0.1%+17.6%0.000%
9/2/2026 Range Advisory LLC14,228$1.16M0.1%+42.5%0.000%
9/2/2026 Brown Lisle Cummings Inc.20,265$1.65M0.4%+1.5%0.000%
9/1/2026 Parrish Capital LLC6,108$496K0.4%-3.8%0.000%
8/28/2026 Cornerstone Financial Management LLC4,507$366K0.3%+5.9%0.000%
8/27/2026 Corient Private Wealth LP2,432,821$197.73M0.3%-16.3%0.057%
8/27/2026 Tucker Asset Management LLC2,757$224K0.1%-7.4%0.000%
8/26/2026 Amundi14,563,040$1.18B0.3%-22.4%0.338%
8/26/2026 Brown Financial Advisors22,836$1.86M0.6%-2.5%0.001%
8/26/2026 HighTower Advisors LLC2,896,306$235.38M0.2%-2.3%0.067%
8/25/2026 Advus Financial Partners LLC6,046$491K0.1%-13.3%0.000%
8/25/2026 Groupe la Francaise1,057,942$85.34M1.0%+17.5%0.025%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al252,628$20.53M0.1%N/A0.006%
8/25/2026 Financial Insights Inc.7,201$585K0.2%+23.5%0.000%
8/24/2026 Strategic Financial Services Inc.5,339$434K0.0%-9.8%0.000%
8/23/2026 Tanager Wealth Management LLP4,168$339K0.0%+13.5%0.000%
8/23/2026 DMC Group LLC2,801$228K0.2%-5.8%0.000%
8/23/2026 Washington Trust Advisors Inc.45,024$3.66M0.3%-11.3%0.001%
8/23/2026 Ameritas Advisory Services LLC60,012$4.88M0.1%+37.7%0.001%
8/23/2026 Guardian Wealth Advisors LLC NC14,939$1.21M0.1%+1.7%0.000%
8/23/2026 Wedmont Private Capital69,092$5.77M0.2%+3.8%0.002%
8/23/2026 Kintra Wealth LLC14,500$1.27M0.1%+32.7%0.000%
8/23/2026 Endeavor Private Wealth Inc.4,140$339K0.1%+6.9%0.000%
8/23/2026 Widmann Financial Services Inc.29,177$2.37M1.3%-1.6%0.001%
8/23/2026 Echo45 Advisors LLC2,560$208K0.1%-5.5%0.000%
8/23/2026 Operose Advisors LLC1,555$126K0.0%-21.6%0.000%
8/23/2026 HB Wealth Management LLC691,443$56.19M0.3%+9.9%0.016%
8/23/2026 Mid American Wealth Advisory Group Inc.15,475$1.26M0.5%-33.7%0.000%
8/23/2026 Nilsine Partners LLC62,354$5.07M0.4%+0.2%0.001%
8/23/2026 Nvest Financial LLC8,908$724K0.2%-3.9%0.000%
8/23/2026 Saudi Central Bank979,534$79.81M1.0%+14.0%0.023%
8/23/2026 Angeles Wealth Management LLC20,327$1.66M0.1%+5.6%0.000%
8/23/2026 Azimuth Capital Investment Management LLC155,777$12.66M0.4%-0.2%0.004%
8/23/2026 Riverview Capital Advisers LLC22,533$1.83M0.5%+0.7%0.001%
8/22/2026 Advisory Solutions Group LLC3,910$318K0.1%N/A0.000%
8/22/2026 Rose Capital Advisors LLC3,398$276K0.1%N/A0.000%
8/22/2026 Compass Financial Management LLC19,201$1.64M0.2%N/A0.000%
8/22/2026 NI Acquisitions Company LLC2,015$164K0.1%N/A0.000%
8/22/2026 NBH Bank3,252$264K0.1%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC8,787$714K0.2%N/A0.000%
8/22/2026 MW Advisory LLC765,193$62.19M24.8%N/A0.018%
8/22/2026 Tenet Wealth Partners LLC3,486$293K0.2%N/A0.000%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC2,656$216K0.1%N/A0.000%
8/22/2026 Markowski Investments18,155$1.48M0.3%N/A0.000%
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8/22/2026 Old Mission Investment Co LLC6,495$531K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC822$67K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC500$41K0.1%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.5,864$477K0.3%N/A0.000%
8/22/2026 Strive Financial Group LLC7,021$571K0.2%+20.3%0.000%
8/22/2026 Invested Advisors2,743$223K0.2%-10.3%0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich2,366$192K0.0%N/A0.000%
8/22/2026 Blalock Williams LLC4,658$379K0.2%+11.2%0.000%
8/22/2026 Aventus Investment Advisors Inc.666$54K0.0%+137.9%0.000%
8/22/2026 SMART Wealth LLC5,529$449K0.1%N/A0.000%


KO Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,809 institutional investors and hedge funds held shares of CocaCola. The most heavily invested institutionals were Vanguard Group Inc. ($26.20B), State Street Corp ($11.73B), Morgan Stanley ($6.52B), Geode Capital Management LLC ($6.27B), FMR LLC ($5.17B), Charles Schwab Investment Management Inc. ($5.00B), and Norges Bank ($3.87B).Learn more on CocaCola's institutional investors.

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

Of the 3,190 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 ($164.31M), Wellington Management Group LLP ($22.84M), Nuveen LLC ($21.06M), Capital International Investors ($15.52M), Bank of America Corp DE ($14.85M), Vanguard Group Inc. ($14.69M), and Cardano Risk Management B.V. ($14.43M).

Institutional investors have bought a total of 255,188,319 shares in the last 24 months. This purchase volume represents approximately $17.99B in transactions.

Of the 1,732 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: Wellington Management Group LLP ($16.84M), Cardano Risk Management B.V. ($12.93M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($9.23M), Laurel Wealth Advisors LLC ($6.06M), Amundi ($5.52M), Lazard Asset Management LLC ($4.43M), and Renaissance Technologies LLC ($3.87M).

Institutional investors have sold a total of 145,007,147 shares in the last 24 months. This volume of shares sold represents approximately $10.20B in transactions.


Related Companies

Institutional ownership data for NYSE:KO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/15/2026. New 13F filings are added each quarter as they're published.
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