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CocaCola (KO) Institutional Ownership

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$86.22 -0.29 (-0.33%)
Closing price 03:59 PM Eastern
Extended Trading
$86.40 +0.18 (+0.21%)
As of 07:59 PM 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)
2161
Total
Institutional Inflows
(last 12 months)
$18.01B
Number of
Institutional Sellers
(last 12 months)
1736
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
10/6/2026Juncture Wealth Strategies LLC5,188$447K0.1%+18.9%0.000%
10/6/2026Congress Asset Management Co.10,869$936K0.0%-1.2%0.000%
10/6/2026Moody National Bank Trust Division42,895$3.69M0.3%+3.3%0.001%
10/6/2026Bank of New Hampshire11,420$983K0.2%-1.3%0.000%
10/6/2026RVW Wealth LLC2,407$207K0.0%N/A0.000%
10/6/2026Iowa State Bank45,820$3.94M0.6%+1.9%0.001%
10/6/2026Ables Iannone Moore & Associates Inc.4,226$364K0.2%-7.0%0.000%
10/6/2026Legacy Private Trust Co.25,293$2.18M0.1%+23.1%0.001%
10/6/2026Central Pacific Bank Trust Division12,415$1.07M0.1%-24.2%0.000%
10/5/2026Rosenberg Matthew Hamilton7,661$659K0.1%-3.3%0.000%
10/5/2026Kennon Green & Company LLC61,608$5.30M4.2%-6.7%0.001%
10/5/2026Park National Corp OH387,857$33.39M0.9%-15.5%0.009%
10/5/2026Horizons Wealth Management358$31K0.0%N/A0.000%
10/5/2026Neville Rodie & Shaw Inc.47,225$4.07M0.3%-0.3%0.001%
10/5/2026Baker Tilly Wealth Management LLC26,411$2.27M0.4%+1.8%0.001%
10/5/2026Ferguson Wellman Capital Management Inc.29,640$2.55M0.0%-1.1%0.001%
10/5/2026CapWealth Advisors LLC181,278$15.60M1.2%-0.9%0.004%
10/5/2026Eastern Bank202,074$17.40M0.3%+3.0%0.005%
10/5/2026Heartwood Wealth Advisors LLC25,144$2.16M0.2%-1.3%0.001%
10/5/2026Rockland Trust Co.136,540$11.75M0.4%-1.4%0.003%
10/5/2026Violich Capital Management Inc.32,949$2.84M0.3%-24.5%0.001%
10/5/2026MassMutual Private Wealth & Trust FSB105,992$9.12M0.2%-0.6%0.002%
10/2/2026 Marotta Asset Management5,547$477K0.1%-6.5%0.000%
10/2/2026 Miller Global Investments LLC799$69K0.0%N/A0.000%
10/2/2026 Polaris Financial Partners1,411$123K0.1%N/A0.000%
10/2/2026 Boltwood Capital Management25,756$2.22M0.5%-0.9%0.001%
10/2/2026 CX Institutional163,248$14.05M0.4%+402.3%0.004%
10/2/2026 GoalVest Advisory LLC1,544$133K0.0%+12.5%0.000%
10/2/2026 Private Client Services LLC4,734$408K0.1%+32.6%0.000%
10/2/2026 Global Wealth Strategies & Associates3,364$290K0.1%+18.2%0.000%
10/2/2026 Versant Capital Management Inc19,182$1.65M0.1%+16.1%0.000%
10/1/2026 First Financial Bank Trust Division15,028$1.29M0.1%-4.7%0.000%
10/1/2026 Doliver Advisors LP2,876$248K0.1%-22.3%0.000%
10/1/2026 Hickory Point Bank & Trust10,121$871K0.5%-2.2%0.000%
10/1/2026 Montecito Bank & Trust104,918$9.03M1.4%-0.4%0.002%
10/1/2026 Stonebridge Financial Group LLC69,595$5.99M0.4%+2.5%0.002%
10/1/2026 Parrish Capital LLC2,828$243K0.2%-53.7%0.000%
9/29/2026Cim Investment Management Inc.8,039$653K0.2%-9.1%0.000%
9/29/2026Greenwich Wealth Management LLC4,090$332K0.0%+11.6%0.000%
9/25/2026Atomic Invest LLC437$36K0.0%+38.7%0.000%
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9/23/2026QRG Capital Management Inc.501,734$40.78M0.3%+9.7%0.012%
9/23/2026Envestnet Portfolio Solutions Inc.254,949$20.72M0.1%+13.2%0.006%
9/23/2026Envestnet Asset Management Inc.5,878,432$477.74M0.1%-1.2%0.137%
9/22/2026Andra AP fonden618,584$50.27M0.6%-7.5%0.014%
9/22/2026State Street Corp167,399,379$13.69B0.3%+0.1%3.891%
9/18/2026Security National Bank of SO Dak21,419$1.74M0.8%-12.4%0.000%
9/18/2026Security National Bank of Sioux City Iowa IA21,544$1.75M0.7%+54.5%0.001%
9/15/2026Cherry Tree Wealth Management LLC1,830$149K0.0%-26.7%0.000%
9/11/2026Smith Chas P & Associates PA Cpas18,478$1.50M0.1%-2.6%0.000%
9/9/2026Bouchey Financial Group Ltd.4,756$388K0.0%+22.8%0.000%
9/9/2026Miramontes Capital LLC13,519$1.10M0.3%+1.8%0.000%
9/9/2026Core Capital Management & Research inc.14,797$1.20M0.6%N/A0.000%
9/9/2026The Manufacturers Life Insurance Company2,072,126$168.40M0.1%-4.8%0.048%
9/9/2026Capstone Financial Advisors Inc.18,361$1.49M0.1%+7.5%0.000%
9/9/2026Blue Edge Capital LLC11,528$937K0.1%-9.4%0.000%
9/9/2026Sequoia Financial Advisors LLC283,607$23.05M0.1%+3.4%0.007%
9/9/2026Van Hulzen Asset Management LLC202,915$16.49M1.2%-2.6%0.005%
9/9/2026MCF Advisors LLC36,196$2.96M0.1%+3.7%0.001%
9/9/2026Archford Capital Strategies LLC6,017$489K0.0%+6.5%0.000%
9/9/2026National Pension Service9,350,248$759.90M0.5%+0.7%0.217%
9/9/2026Cidel Asset Management Inc.361,934$29.41M1.4%+2,091.3%0.008%
9/9/2026Plimoth Trust Co. LLC49,840$4.05M0.8%-0.3%0.001%
9/9/2026Capital Analysts LLC66,777$5.43M0.1%-1.2%0.002%
9/9/2026SVB Wealth LLC72,592$5.90M0.3%-3.5%0.002%
9/9/2026Insight Wealth Partners LLC3,636$296K0.0%+5.3%0.000%
9/9/2026Teamwork Financial Advisors LLC2,627$214K0.0%-18.4%0.000%
9/9/2026Pinnacle Wealth Management Advisory Group LLC60,622$4.93M0.3%+4.5%0.001%
9/9/2026NorthRock Partners LLC43,626$3.55M0.1%+2.8%0.001%
9/9/2026Integrated Wealth Concepts LLC216,268$17.58M0.1%+47.9%0.005%
9/9/2026Community Bank N.A.86,396$7.02M0.8%-1.9%0.002%
9/9/2026RFG Advisory LLC78,224$6.36M0.1%-1.3%0.002%
9/9/2026NewEdge Advisors LLC601,604$48.89M0.1%+11.3%0.014%
9/9/2026Hedeker Wealth LLC18,887$1.54M0.3%-0.8%0.000%
9/9/2026IFP Advisors Inc70,648$5.74M0.1%+2.9%0.002%
9/9/2026Baird Financial Group Inc.1,513,555$123.01M0.2%+7.5%0.035%
9/9/2026Arcus Capital Partners LLC53,698$4.36M1.8%-91.3%0.001%
9/9/2026Beacon Investment Advisory Services Inc.5,565$452K0.0%-33.1%0.000%
9/9/2026Sterling Investment Advisors Ltd.19,583$1.59M0.2%-3.9%0.000%
9/9/2026Stableford Capital II LLC12,399$1.01M0.4%-1.9%0.000%
9/9/2026XY Planning Network Inc.4,850$394K0.0%+54.9%0.000%
9/9/2026BayBridge Capital Group LLC21,044$1.71M0.9%+5.5%0.000%
9/8/2026Ramsay Stattman Vela & Price Inc.136,116$11.06M2.0%-0.7%0.003%
9/8/2026Hudock Inc.28,453$2.31M0.3%+1.2%0.001%
9/8/2026CORDA Investment Management LLC.409,756$33.30M2.0%-1.3%0.010%
9/8/2026Allworth Financial LP732,270$59.51M0.3%+16.9%0.017%
9/8/2026Arizona State Retirement System1,074,888$87.36M0.4%-4.0%0.025%
9/8/2026West Family Investments Inc.21,005$1.71M0.5%+8.9%0.000%
9/8/2026Waverly Advisors LLC605,906$49.24M0.3%-1.5%0.014%
9/8/2026Bank OZK11,475$933K0.3%-2.8%0.000%
9/8/2026Empirical Finance LLC134,955$10.97M0.5%+3.5%0.003%
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9/8/2026Nykredit A S939,103$76.32M0.2%N/A0.022%
9/4/2026Parkside Financial Bank & Trust35,550$2.89M0.2%+0.5%0.001%
9/3/2026Anchor Capital Advisors LLC13,291$1.08M0.0%-10.4%0.000%
9/2/2026Second Line Capital LLC9,713$795K0.1%+17.6%0.000%
9/2/2026Range Advisory LLC14,228$1.16M0.1%+42.5%0.000%
9/2/2026Brown 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%
8/28/2026Cornerstone Financial Management LLC4,507$366K0.3%+5.9%0.000%
8/27/2026Corient Private Wealth LP2,432,821$197.73M0.3%-16.3%0.057%
8/27/2026Tucker Asset Management LLC2,757$224K0.1%-7.4%0.000%


KO Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,810 institutional investors and hedge funds held shares of CocaCola. The most heavily invested institutionals were Vanguard Group Inc. ($26.20B), State Street Corp ($13.69B), 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 255,437,133 shares in the last 24 months. This purchase volume represents approximately $18.01B in transactions.

Of the 1,733 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 145,041,239 shares in the last 24 months. This volume of shares sold represents approximately $10.20B 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 10/6/2026. New 13F filings are added each quarter as they're published.
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