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CocaCola (KO) Institutional Ownership

CocaCola logo
$89.71 -0.37 (-0.41%)
As of 01:35 PM 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)
2154
Total
Institutional Inflows
(last 12 months)
$56.92B
Number of
Institutional Sellers
(last 12 months)
1729
Total
Institutional Outflows
(last 12 months)
$10.10B
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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
8/26/2026 Amundi14,563,040$1.18B0.3%-22.4%0.338%
8/26/2026Brown 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%
8/25/2026Groupe 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%
8/24/2026 California State Teachers Retirement System487,509,960$39.62B0.1%+7,365.2%11.331%
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%
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%
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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%
8/22/2026 Investor s Fiduciary Advisor Network LLC9,675$786K0.3%-6.3%0.000%
8/22/2026 Copley Financial Group Inc.4,891$397K0.2%-33.0%0.000%
8/22/2026 Syon Capital LLC43,003$3.50M0.2%+20.4%0.001%
8/22/2026 denkapparat Operations GmbH14,468$1.18M0.4%N/A0.000%
8/22/2026 TD Waterhouse Canada Inc.401,195$32.63M0.1%+1.5%0.009%
8/22/2026 Premier Path Wealth Partners LLC19,399$1.58M0.2%+8.1%0.000%
8/22/2026 Barlow Wealth Partners LLC16,061$1.34M0.1%+3.2%0.000%
8/22/2026 United Community Bank25,338$2.06M0.7%-3.1%0.001%
8/22/2026 Lakeshore Financial Planning Inc.10,376$843K0.3%-2.4%0.000%
8/22/2026 Concurrent Investment Advisors LLC420,729$34.19M0.3%+10.4%0.010%
8/22/2026 Prosperitas Financial LLC4,802$390K0.1%+24.9%0.000%
8/22/2026 NEOS Investment Management LLC633,541$51.49M0.2%+11.6%0.015%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC33,906$2.76M0.4%-15.7%0.001%
8/21/2026 AXQ Capital LP36,180$2.94M0.3%N/A0.001%
8/21/2026 Integrity Financial Corp WA2,704$221K0.1%-27.0%0.000%
8/21/2026 KFG Wealth Management LLC3,379$275K0.0%-4.0%0.000%
8/21/2026 Carter Financial Group INC.3,223$263K0.1%N/A0.000%
8/21/2026 iSAM Funds UK Ltd24,900$2.02M1.4%N/A0.001%
8/21/2026 Athena Investment Management3,585$291K0.2%-19.9%0.000%
8/21/2026 Strengthening Families & Communities LLC35,595$2.89M0.7%+0.8%0.001%
8/21/2026 Greenspring Advisors LLC17,533$1.43M0.1%+5.7%0.000%
8/21/2026 Paragon Private Wealth Management LLC8,726$709K0.2%+1.4%0.000%
8/21/2026 Continuum Advisory LLC16,831$1.37M0.1%-1.9%0.000%
8/21/2026 Safeguard Investment Advisory Group LLC4,699$382K0.1%N/A0.000%
8/21/2026 Round Rock Advisors LLC15,190$1.24M0.2%+1.1%0.000%
8/21/2026 Nykredit A S1,008,608$81.97M0.3%N/A0.023%
8/21/2026 Tranquilli Financial Advisor LLC3,610$293K0.2%+6.0%0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG3,355,276$272.68M2.4%-17.5%0.078%
8/21/2026 MBA Advisors LLC10,523$855K0.3%+2.8%0.000%
8/21/2026 Live Oak Private Wealth LLC6,640$540K0.1%-1.7%0.000%
8/21/2026 Firestone Capital Management8,696$707K0.1%-58.0%0.000%
8/21/2026 Natural Investments LLC6,739$547K0.1%-45.7%0.000%
8/21/2026 SkyOak Wealth LLC12,682$1.03M0.2%-1.6%0.000%
8/21/2026 XML Financial LLC25,818$2.10M0.2%+8.9%0.001%
8/21/2026 KFA Private Wealth Group LLC6,480$527K0.1%-27.1%0.000%
8/21/2026 Laidlaw Wealth Management LLC7,867$639K1.9%N/A0.000%
8/21/2026 Symphony Financial Ltd. Co.32,245$2.66M0.3%+3.3%0.001%
8/21/2026 Secure Asset Management LLC39,801$3.24M0.5%+5.0%0.001%
8/21/2026 Banco de Sabadell S.A40,607$3.30M1.9%+0.5%0.001%
8/21/2026 Chesapeake Wealth Management21,168$1.72M0.5%-5.0%0.000%
8/21/2026 Independence Bank of Kentucky54,648$4.44M0.5%-1.6%0.001%
8/21/2026 Bedel Financial Consulting Inc.24,034$1.95M0.2%-3.0%0.001%
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8/21/2026 Acorn Wealth Advisors LLC5,195$422K0.1%+9.2%0.000%
8/21/2026 Investors Research Corp9,108$740K0.1%-7.8%0.000%
8/21/2026 Triumph Capital Management2,066$168K0.0%+12.8%0.000%
8/21/2026 Legacy Financial Advisors Inc.28,285$2.30M0.3%+1.6%0.001%
8/20/2026 First PREMIER Bank40,596$3.30M0.5%-0.8%0.001%
8/20/2026 Proficio Capital Partners LLC19,029$1.55M0.1%N/A0.000%
8/20/2026 Community Bank & Trust Waco Texas38,092$3.10M0.6%+0.9%0.001%
8/20/2026 Nwam LLC27,728$2.25M0.1%+1.8%0.001%
8/20/2026 Piedmont Capital Management LLC17,484$1.42M0.7%-1.5%0.000%
8/20/2026 Renasant Bank9,472$770K0.5%-6.5%0.000%


KO Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,805 institutional investors and hedge funds held shares of CocaCola. The most heavily invested institutionals were California State Teachers Retirement System ($39.62B), Vanguard Group Inc. ($26.20B), State Street Corp ($11.73B), Morgan Stanley ($6.52B), Geode Capital Management LLC ($6.27B), FMR LLC ($5.17B), and Charles Schwab Investment Management Inc. ($5.00B).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: California State Teachers Retirement System ($481.11M), 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), and Vanguard Group Inc. ($14.69M).

Institutional investors have bought a total of 734,785,651 shares in the last 24 months. This purchase volume represents approximately $56.92B in transactions.

Of the 1,729 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 143,849,105 shares in the last 24 months. This volume of shares sold represents approximately $10.10B 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 8/27/2026. New 13F filings are added each quarter as they're published.
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