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CocaCola (KO) Institutional Ownership

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$86.70 -0.13 (-0.15%)
Closing price 08/6/2026 03:59 PM Eastern
Extended Trading
$86.80 +0.10 (+0.11%)
As of 05:32 AM 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 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)
2217
Total
Institutional Inflows
(last 12 months)
$23.32B
Number of
Institutional Sellers
(last 12 months)
1829
Total
Institutional Outflows
(last 12 months)
$12.13B
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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
8/1/2026 Fourth Dimension Wealth LLC2,642$215K0.1%+14.0%0.000%
8/1/2026 Kuhn & Co Investment Counsel6,050$492K0.3%+27.4%0.000%
8/1/2026 Belpointe Asset Management LLC36,889$3.00M0.1%+13.2%0.001%
8/1/2026 Fortis Capital Advisors LLC4,661$379K0.0%N/A0.000%
8/1/2026 Private Management Group Inc.46,025$3.74M0.1%-1.4%0.001%
8/1/2026 VestGen Investment Management7,141$580K0.3%-2.0%0.000%
8/1/2026 Soltis Investment Advisors LLC128,935$10.48M0.6%+6.9%0.003%
8/1/2026 Solidarity Wealth LLC2,448$200K0.0%N/A0.000%
8/1/2026 Daymark Wealth Partners LLC218,199$17.73M0.4%+68.5%0.005%
8/1/2026 Miller Howard Investments Inc. NY593,133$48.20M1.3%+83.5%0.014%
8/1/2026 Integrity Alliance LLC.51,167$4.16M0.1%+4.9%0.001%
8/1/2026 Avion Wealth2,025$164K0.0%+12.3%0.000%
8/1/2026 Integrity Advisory Solutions LLC8,175$664K0.1%+28.5%0.000%
8/1/2026 HUB Investment Partners LLC83,653$6.80M0.1%+14.5%0.002%
8/1/2026 AIA Group Ltd413,791$33.63M0.4%+8.5%0.010%
8/1/2026 Members Trust Co47,285$3.84M0.1%-1.3%0.001%
8/1/2026 Wealth Quarterback LLC15,314$1.25M0.4%-1.3%0.000%
8/1/2026 Integrity Financial Corp WA2,704$221K0.1%-27.0%0.000%
8/1/2026 Quadcap Wealth Management LLC7,739$629K0.1%+23.6%0.000%
8/1/2026 BOCHK Asset Management Ltd66,000$5.36M0.8%N/A0.002%
8/1/2026 Becker Capital Management Inc.5,234$428K0.0%+12.1%0.000%
8/1/2026 Knights of Columbus Asset Advisors LLC162,150$13.18M0.7%+156.0%0.004%
8/1/2026 Texas Bank & Trust Co42,170$3.43M1.1%-1.3%0.001%
8/1/2026 Elevate Capital Advisors LLC17,902$1.46M0.8%-45.8%0.000%
8/1/2026 Arrow Financial Corp32,587$2.65M0.2%-0.9%0.001%
8/1/2026 MGO One Seven LLC109,219$8.88M0.1%+4.2%0.003%
7/31/2026 Truepoint Inc.3,128$254K0.0%+10.1%0.000%
7/31/2026 Natural Investments LLC6,739$547K0.1%-45.7%0.000%
7/31/2026 Camden National Bank8,459$687K0.1%+3.5%0.000%
7/31/2026 Levin Capital Strategies L.P.221,499$18.00M1.2%-0.2%0.005%
7/31/2026 Payden & Rygel90,410$7.35M0.6%+361.0%0.002%
7/31/2026 Convergence Investment Partners LLC20,092$1.63M0.2%+342.3%0.000%
7/31/2026 Diversified Enterprises LLC18,821$1.53M0.1%+1.4%0.000%
7/31/2026 Simmons Bank108,119$8.79M0.5%-1.4%0.003%
7/31/2026 Jacobi Capital Management LLC73,177$5.95M0.3%+0.8%0.002%
7/31/2026 Linscomb Wealth Inc.21,081$1.71M0.1%-69.2%0.000%
7/31/2026 Zions Bancorporation National Association UT24,253$1.97M0.1%-43.5%0.001%
7/31/2026 Mascagni Wealth Management Inc.2,694$219K0.1%N/A0.000%
7/31/2026 Aberdeen Group plc4,863,002$395.22M0.6%-2.2%0.113%
7/31/2026 New Republic Capital LLC12,350$1.01M0.2%-3.6%0.000%
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7/31/2026 Rossmore Private Capital75,502$6.18M0.5%+0.4%0.002%
7/31/2026 Brendel Financial Advisors LLC45,157$3.67M1.7%N/A0.001%
7/31/2026 Calamos Wealth Management LLC22,112$1.80M0.1%-9.4%0.001%
7/31/2026 Calamos Advisors LLC965,562$78.47M0.3%-3.4%0.022%
7/31/2026 Granite Harbor Advisors Inc.8,618$700K0.3%+3.8%0.000%
7/31/2026 Kornitzer Capital Management Inc. KS571,652$46.46M1.0%-0.8%0.013%
7/31/2026 Daiwa Securities Group Inc.871,120$70.80M0.1%-1.7%0.020%
7/31/2026 Kerusso Capital Management LLC50,828$4.13M1.5%+23.4%0.001%
7/31/2026 Associated Banc Corp261,839$21.28M0.5%-2.9%0.006%
7/31/2026 BlueChip Wealth Advisors LLC6,478$526K0.2%-57.4%0.000%
7/31/2026 State of Michigan Retirement System1,021,448$83.01M0.4%-1.6%0.024%
7/31/2026 Kennedy Investment Group Inc.18,765$1.53M0.5%-2.2%0.000%
7/31/2026 Collaborative Fund Advisors LLC6,891$560K0.3%N/A0.000%
7/31/2026 Retirement Planning Co of New England Inc.5,663$460K0.2%-5.0%0.000%
7/31/2026 O Domhnaill Enterprises Inc.33,413$2.72M2.2%-0.5%0.001%
7/31/2026 Mcdaniel Terry & Co.440,494$35.80M2.8%+0.0%0.010%
7/31/2026 Sterling Wealth Management Inc.5,643$459K0.1%+5.1%0.000%
7/31/2026 Zhang Financial LLC11,300$918K0.0%+1.8%0.000%
7/31/2026 Eagle Global Advisors LLC120,674$9.81M0.3%+1.5%0.003%
7/31/2026 Bailard Inc.155,251$12.62M0.3%+3.8%0.004%
7/31/2026 Almanack Investment Partners LLC.4,065$330K0.0%-54.5%0.000%
7/31/2026 XP Advisory US Inc.1,468$119K0.1%N/A0.000%
7/31/2026 Carnegie Investment Counsel217,150$17.65M0.4%-5.5%0.005%
7/30/2026 Welch & Forbes LLC270,059$21.95M0.3%-3.9%0.006%
7/30/2026 Pekin Hardy Strauss Inc.26,838$2.18M0.2%-1.4%0.001%
7/30/2026 Bridgelight Financial Advisors Inc.2,471$201K0.1%N/A0.000%
7/30/2026 Sather Financial Group Inc11,523$936K0.1%+2.0%0.000%
7/30/2026 Nvest Financial LLC8,908$724K0.2%-3.9%0.000%
7/30/2026 Retirement Guys Formula LLC22,493$1.83M0.7%+6.7%0.001%
7/30/2026 First National Trust Co148,194$12.04M0.4%-7.1%0.003%
7/30/2026 CWS Financial Advisors LLC9,482$771K0.2%+11.8%0.000%
7/30/2026 Pictet Asset Management Holding SA2,770,527$225.17M0.2%-8.6%0.064%
7/30/2026 Acorn Wealth Advisors LLC5,195$422K0.1%+9.2%0.000%
7/30/2026 Ascentis Wealth Management LLC10,638$865K0.1%+7.9%0.000%
7/30/2026 Assetmark Inc.411,865$33.47M0.1%+6.4%0.010%
7/30/2026 Zinnia Wealth Advisory LLC2,612$212K0.2%N/A0.000%
7/30/2026 CAP Partners LLC2,547$207K0.1%N/A0.000%
7/30/2026 Bulltick Wealth Management LLC7,457$610K0.1%+70.7%0.000%
7/30/2026 Tokio Marine Asset Management Co. Ltd.144,421$11.74M0.4%+1.4%0.003%
7/30/2026 Ascentis Independent Advisors322$26K0.1%-99.1%0.000%
7/30/2026 SkyOak Wealth LLC12,682$1.03M0.2%-1.6%0.000%
7/30/2026 Signet Investment Advisory Group Inc.60,008$4.88M2.1%+1.1%0.001%
7/30/2026 Chicago Partners Investment Group LLC45,464$3.69M0.1%+2.8%0.001%
7/30/2026 Sumitomo Mitsui Trust Group Inc.9,220,120$749.32M0.4%-3.1%0.214%
7/30/2026 Diversify Wealth Management LLC164,600$13.84M0.2%+6.7%0.004%
7/30/2026 Sovran Advisors LLC12,779$1.13M0.1%-19.9%0.000%
7/30/2026 Griffith & Werner Inc.87,195$7.09M3.3%+7.2%0.002%
7/30/2026 Challenger Wealth Management7,817$635K0.5%+3.4%0.000%
7/30/2026 Nadler Financial Group Inc.5,827$474K0.0%-12.1%0.000%
7/30/2026 Cornerstone Planning LLC45,939$3.73M0.9%+2.0%0.001%
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7/30/2026 Catalyst Financial Partners LLC26,432$2.15M0.2%-5.2%0.001%
7/30/2026 Evolution Wealth Advisors LLC2,769$225K0.0%N/A0.000%
7/30/2026 Beese Fulmer Investment Management Inc.166,416$13.61M0.8%-2.9%0.004%
7/30/2026 Guardian Partners Inc.336$27K0.0%N/A0.000%
7/30/2026 Ethic Inc.132,230$10.75M0.1%+15.0%0.003%
7/30/2026 Longbow Finance SA193,332$15.71M2.0%+159.8%0.004%
7/30/2026 PW Nova Financial Services LLC20,734$1.69M0.4%-15.0%0.000%
7/30/2026 Westfuller Advisors LLC4,482$367K0.1%+123.2%0.000%
7/29/2026 Obermeyer Wealth Partners28,995$2.36M0.1%-1.4%0.001%
7/29/2026 Rice Partnership LLC87,833$7.14M0.9%+0.4%0.002%


KO Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,798 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 3,191 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), Nuveen LLC ($21.06M), Wellington Management Group LLP ($20.40M), Capital International Investors ($15.52M), Vanguard Group Inc. ($14.69M), Cardano Risk Management B.V. ($14.43M), and Franklin Resources Inc. ($14.06M).

Institutional investors have bought a total of 332,192,131 shares in the last 24 months. This purchase volume represents approximately $23.32B in transactions.

Of the 1,814 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), Geode Capital Management LLC ($7.04M), Laurel Wealth Advisors LLC ($6.06M), Lazard Asset Management LLC ($4.87M), and Amundi ($4.75M).

Institutional investors have sold a total of 173,313,934 shares in the last 24 months. This volume of shares sold represents approximately $12.13B in transactions.


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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 8/1/2026. New 13F filings are added each quarter as they're published.
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