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CocaCola (KO) Institutional Ownership

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$82.63 +2.21 (+2.75%)
Closing price 06/26/2026 03:59 PM Eastern
Extended Trading
$82.42 -0.21 (-0.25%)
As of 06/26/2026 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)
2305
Total
Institutional Inflows
(last 12 months)
$23.79B
Number of
Institutional Sellers
(last 12 months)
1944
Total
Institutional Outflows
(last 12 months)
$12.95B
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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
6/26/2026 WealthPoint Financial LLC3,963$301K0.2%-4.0%0.000%
6/25/2026 Hamilton Wealth LLC3,092$235K0.0%+7.0%0.000%
6/24/2026 Basecamp Wealth Advisors LLC11,676$888K0.2%-2.9%0.000%
6/23/2026 Ballast Advisors LLC16,454$1.25M0.4%-3.6%0.000%
6/22/2026 Sapient Capital LLC281,658$21.57M0.3%-6.7%0.007%
6/18/2026 Pacer Advisors Inc.260,777$19.83M0.0%-30.7%0.006%
6/10/2026 FAS Wealth Partners Inc.19,061$1.45M0.1%+3.7%0.000%
6/9/2026 Rathbones Group PLC6,012,230$457.23M1.8%+1.5%0.140%
6/8/2026 First National Bank of Mount Dora Trust Investment Services11,239$855K0.2%+16.3%0.000%
6/8/2026 Pine Valley Investments Ltd Liability Co41,097$3.13M0.1%+1.8%0.001%
6/8/2026 Farmers National Bank69,598$5.29M1.2%-2.8%0.002%
6/3/2026 Wealthquest Corp7,598$578K0.0%+2.8%0.000%
6/3/2026 Parallel Advisors LLC101,076$7.69M0.1%+5.5%0.002%
6/3/2026 NewEdge Advisors LLC540,394$41.10M0.1%-7.9%0.013%
6/2/2026 Blue Edge Capital LLC12,728$968K0.1%-10.9%0.000%
6/1/2026 First Nebraska Trust Co72,600$5.52M0.5%N/A0.002%
6/1/2026 Flagship Wealth Advisors LLC3,400$241K0.1%-4.8%0.000%
6/1/2026 Foguth Wealth Management LLC.16,146$1.28M0.2%+1.7%0.000%
6/1/2026 Concorde Asset Management LLC3,603$276K0.1%-6.1%0.000%
6/1/2026 Financial Solutions Advisory Group Inc.4,335$330K0.0%N/A0.000%
6/1/2026 Integrated Investment Consultants LLC16,593$1.26M0.3%-0.9%0.000%
6/1/2026 Keel Point LLC44,966$3.42M0.2%-12.4%0.001%
5/29/2026 Ipsen Advisor Group LLC2,724$207K0.1%-12.0%0.000%
5/29/2026 Asset Dedication LLC45,229$3.44M0.2%-10.7%0.001%
5/28/2026 Blue Fin Capital Inc.15,675$1.19M0.2%-7.8%0.000%
5/27/2026 Allen Capital Group LLC9,532$725K0.1%+2.3%0.000%
5/27/2026 Security Financial Services INC.7,545$574K0.1%+7.2%0.000%
5/27/2026 Westshore Wealth LLC2,858$217K0.1%-6.5%0.000%
5/26/2026 Glenmede Trust Co. NA515,359$39.19M0.2%+1.9%0.012%
5/26/2026 Axiom Investment Management LLC6,204$472K0.4%N/A0.000%
5/22/2026 Summitry LLC10,520$800K0.0%+6.3%0.000%
5/22/2026 Groupama Asset Managment451,749$34.36M0.5%-2.1%0.010%
5/22/2026 WNY Asset Management LLC9,447$718K0.1%N/A0.000%
5/22/2026 Coastline Complete Wealth LLC3,070$233K0.1%N/A0.000%
5/22/2026 Wellington Grp LLC1,335$102K0.0%-21.4%0.000%
5/21/2026 Montchanin Asset Management LLC12,923$983K1.0%N/A0.000%
5/21/2026 Raab & Moskowitz Asset Management LLC31,857$2.42M0.5%-1.6%0.001%
5/21/2026 Front Street Capital Management Inc.6,807$518K0.1%-3.0%0.000%
5/21/2026 Vestor Capital LLC7,117$541K0.0%-51.3%0.000%
5/21/2026 Groupe la Francaise900,621$67.48M0.9%-4.1%0.021%
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5/20/2026 RMR Capital Management LLC6,957$529K0.4%-7.3%0.000%
5/20/2026 SOA Wealth Advisors LLC.5,467$416K0.0%-3.3%0.000%
5/20/2026 Leigh Baldwin & CO. LLC5,759$438K0.3%+2.9%0.000%
5/19/2026 Western Wealth Management LLC70,192$5.34M0.2%+44.0%0.002%
5/19/2026 Sonoma Allocations LLC3,138$238K0.1%-28.8%0.000%
5/19/2026 Orographic Financial Advisors LLC20,540$1.57M1.1%N/A0.000%
5/19/2026 Paragon Private Wealth Management LLC8,603$654K0.2%+15.7%0.000%
5/19/2026 Royal Fund Management LLC77,438$5.89M0.6%+130.1%0.002%
5/19/2026 NewEdge Advisors LLC429,406$32.66M0.6%-26.8%0.010%
5/19/2026 Ariadne Wealth Management LP4,488$344K0.2%+55.7%0.000%
5/19/2026 Bank of America Corp DE44,018,963$3.35B0.2%+9.5%1.023%
5/19/2026 Hamilton Wealth LLC9,276$705K0.1%+220.9%0.000%
5/19/2026 Edgestream Partners L.P.15,045$1.14M0.0%N/A0.000%
5/19/2026 Financial Insights Inc.5,832$444K0.1%-2.8%0.000%
5/19/2026 Kentucky Retirement Systems313,543$23.85M0.8%+28.4%0.007%
5/19/2026 Janus Henderson Group PLC2,929,116$222.80M0.1%+2.2%0.068%
5/19/2026 Centaurus Financial Inc.25,841$1.97M0.1%-1.6%0.001%
5/19/2026 Strategic Investment Advisors MI9,483$721K0.0%N/A0.000%
5/19/2026 Ashton Thomas Securities LLC26,978$2.05M0.3%+112.4%0.001%
5/19/2026 Arkadios Wealth Advisors209,500$15.93M0.3%+3.8%0.005%
5/19/2026 South Dakota Investment Council95,894$7.29M0.1%-6.4%0.002%
5/19/2026 Claris Financial LLC21,184$1.61M0.9%-0.6%0.000%
5/19/2026 Altshuler Shaham Ltd600$46K0.0%-92.9%0.000%
5/19/2026 Encore Global Management LP33,000$2.51M1.8%N/A0.001%
5/19/2026 Arete Wealth Advisors LLC21,572$1.64M0.1%-51.6%0.001%
5/18/2026 Sunbelt Securities Inc.105,646$8.03M0.5%-1.2%0.002%
5/18/2026 Amundi18,762,368$1.43B0.4%-4.2%0.436%
5/18/2026 Gould Capital LLC44,259$3.37M2.0%-6.3%0.001%
5/18/2026 EverSource Wealth Advisors LLC40,647$3.09M0.1%+55.8%0.001%
5/18/2026 California State Teachers Retirement System6,530,473$496.64M0.5%-2.2%0.152%
5/18/2026 Core Wealth Advisors Inc.3,965$302K0.1%N/A0.000%
5/18/2026 ROI Financial Advisors LLC18,434$1.40M0.8%-3.9%0.000%
5/18/2026 Elite Wealth Management Inc.14,841$1.13M0.4%+4.4%0.000%
5/18/2026 Empowered Funds LLC506,861$38.55M0.2%+41.9%0.012%
5/18/2026 Evelyn Partners Asset Management Ltd7,967$606K0.1%+8.3%0.000%
5/18/2026 Evelyn Partners Investment Management LLP993,773$75.58M2.1%+2.5%0.023%
5/18/2026 Evelyn Partners Investment Management Services Ltd91,443$6.95M0.8%+3.3%0.002%
5/18/2026 Evercore Wealth Management LLC134,452$10.23M0.2%-0.3%0.003%
5/16/2026 The Manufacturers Life Insurance Company 2,176,905$165.55M0.1%-11.5%0.051%
5/16/2026 Socorro Asset Management LP118,995$9.05M4.1%-15.5%0.003%
5/16/2026 KCM Investment Advisors LLC53,938$4.10M0.1%+3.7%0.001%
5/16/2026 Infrastructure Capital Advisors LLC12,020$914K0.1%+103.8%0.000%
5/16/2026 Measured Risk Portfolios Inc.25,311$1.93M2.1%-3.3%0.001%
5/16/2026 IMG Wealth Management Inc.2,874$219K0.1%-11.2%0.000%
5/16/2026 Maverick Capital Ltd.1,284,612$97.70M1.1%-17.8%0.030%
5/16/2026 Quantinno Capital Management LP1,547,253$117.67M0.2%+30.7%0.036%
5/16/2026 Copley Financial Group Inc.7,305$556K0.3%-7.6%0.000%
5/16/2026 Biglari Sardar109,010$8.29M16.3%+1.8%0.003%
5/16/2026 Lazard Asset Management LLC4,112,600$312.76M0.5%+0.7%0.096%
5/16/2026 Jessup Wealth Management Inc3,246$247K0.1%-4.7%0.000%
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5/15/2026 Northeast Financial Group Inc.3,726$283K0.1%-3.3%0.000%
5/15/2026 Gateway Wealth Partners LLC20,618$1.57M0.1%+388.6%0.000%
5/15/2026 Blue Chip Partners LLC45,601$3.47M0.2%-1.1%0.001%
5/15/2026 Delta Global Management LP20,447$1.56M0.1%+4.1%0.000%
5/15/2026 Cypress Capital Group47,851$3.64M0.4%+1.4%0.001%
5/15/2026 Everest Financial Group LLC14,234$1.08M0.2%N/A0.000%
5/15/2026 OMERS ADMINISTRATION Corp3,383,332$257.30M1.7%+1,763.2%0.079%
5/15/2026 44 Wealth Management LLC42,895$3.26M1.1%-1.7%0.001%
5/15/2026 FreeGulliver LLC23,105$1.76M0.7%+7.9%0.001%
5/15/2026 Van Diest Capital LLC13,336$1.01M0.8%+71.8%0.000%


KO Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,793 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 3,195 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 339,833,276 shares in the last 24 months. This purchase volume represents approximately $23.79B in transactions.

Of the 1,944 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. ($12.90M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($9.23M), Geode Capital Management LLC ($7.04M), Assenagon Asset Management S.A. ($6.48M), Laurel Wealth Advisors LLC ($6.06M), and Lazard Asset Management LLC ($4.87M).

Institutional investors have sold a total of 185,186,649 shares in the last 24 months. This volume of shares sold represents approximately $12.95B in transactions.


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This page (NYSE:KO) was last updated on 6/27/2026 by MarketBeat.com Staff.
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