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CocaCola (KO) Institutional Ownership

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$68.87 +0.98 (+1.44%)
Closing price 08/1/2025 03:59 PM Eastern
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$68.82 -0.05 (-0.07%)
As of 08/1/2025 07:59 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)
2297
Total
Institutional Inflows
(last 12 months)
$22.02B
Number of
Institutional Sellers
(last 12 months)
1955
Total
Institutional Outflows
(last 12 months)
$15.81B
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KO Institutional Buying and Selling by Quarter

CocaCola Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Bank of Jackson Hole Trust1,662$118K0.1%+24.8%0.000%
8/1/2025Motco92,031$6.25M0.6%-10.1%0.002%
8/1/2025Jennison Associates LLC109,854$7.77M0.0%+52.8%0.003%
8/1/2025Winebrenner Capital Management LLC19,911$1.41M1.1%+1.4%0.000%
8/1/2025Biltmore Family Office LLC26,441$1.88M0.3%+30.2%0.001%
8/1/2025Auto Owners Insurance Co550,200$38.93M0.9%+1,475.1%0.013%
8/1/2025Austin Private Wealth LLC7,996$566K0.0%+13.7%0.000%
8/1/2025Redmond Asset Management LLC12,036$852K0.2%+2.1%0.000%
8/1/2025Mizuho Markets Americas LLC3,775$267K0.0%-82.2%0.000%
8/1/2025Zhang Financial LLC10,683$756K0.0%+3.6%0.000%
8/1/2025New York Life Investment Management LLC527,169$37.30M0.3%+1.7%0.012%
8/1/2025Pavion Blue Capital LLC53,216$3.77M1.7%-0.3%0.001%
8/1/2025Boyd Watterson Asset Management LLC OH24,180$1.71M0.5%-0.7%0.001%
8/1/2025Howard Capital Management Inc.29,610$2.11M0.0%+29.8%0.001%
8/1/2025William Allan Corp11,635$823K0.5%-2.7%0.000%
8/1/2025Signet Investment Advisory Group Inc.43,051$3.05M1.6%-0.6%0.001%
8/1/2025Clark Asset Management LLC3,955$280K0.0%N/A0.000%
8/1/2025Motley Fool Wealth Management LLC15,660$1.11M0.1%-14.5%0.000%
8/1/2025May Hill Capital LLC6,562$464K0.2%+20.8%0.000%
8/1/2025Logan Capital Management Inc.106,463$7.53M0.4%-34.9%0.002%
8/1/2025GWN Securities Inc.55,159$3.91M0.7%-76.3%0.001%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund1,240,506$87.77M0.8%+23.6%0.029%
8/1/2025Advisory Alpha LLC18,617$1.32M0.0%-2.3%0.000%
8/1/2025Shilanski & Associates Inc.67,959$4.84M1.4%-1.1%0.002%
8/1/2025Liberty Wealth Management LLC9,229$653K0.1%+3.6%0.000%
8/1/2025Guinness Asset Management LTD3,184,783$225.29M4.0%+1.5%0.074%
8/1/2025AustralianSuper Pty Ltd818,081$57.88M0.3%-42.6%0.019%
8/1/2025Teacher Retirement System of Texas1,277,883$90.41M0.4%-14.8%0.030%
8/1/2025Transcend Capital Advisors LLC29,012$2.05M0.2%-11.8%0.001%
8/1/2025Cobblestone Capital Advisors LLC NY28,709$2.03M0.1%-7.8%0.001%
8/1/2025Convergence Investment Partners LLC4,966$351K0.1%-5.4%0.000%
8/1/2025Bessemer Group Inc.1,644,033$116.32M0.2%+0.3%0.038%
8/1/2025Koss Olinger Consulting LLC8,875$628K0.1%-3.8%0.000%
8/1/2025Brookwood Investment Group LLC21,657$1.53M0.2%-3.7%0.001%
8/1/2025CCLA Investment Management2,257,208$159.63M0.1%+2.9%0.052%
8/1/2025GoalVest Advisory LLC772$55K0.0%+82.9%0.000%
8/1/2025Wesleyan Assurance Society207,660$14.68M1.0%-0.3%0.005%
8/1/2025First Command Advisory Services Inc.18,002$1.27M0.0%+2.9%0.000%
8/1/2025Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group11,283$798K0.5%-36.6%0.000%
8/1/2025Banco Santander S.A.559,678$39.60M0.4%+14.8%0.013%
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8/1/2025Ashton Thomas Private Wealth LLC76,479$5.45M0.2%-12.0%0.002%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd106,827$7.55M0.2%-27.9%0.002%
8/1/2025Solstein Capital LLC4,564$323K0.2%+15.5%0.000%
8/1/2025Delta Investment Management LLC7,456$528K0.1%+9.5%0.000%
8/1/2025Bolthouse Investments LLC6,061$429K0.4%-24.0%0.000%
8/1/2025Envestnet Asset Management Inc.5,661,752$400.48M0.1%-0.2%0.132%
8/1/2025Chilton Capital Management LLC64,148$4.54M0.2%+2.5%0.001%
7/31/2025 Nisa Investment Advisors LLC1,023,646$72.95M0.3%-1.2%0.024%
7/31/2025 Resonant Capital Advisors LLC12,750$909K0.1%+30.9%0.000%
7/31/2025 Wealthfront Advisers LLC394,485$27.91M0.1%+8.6%0.009%
7/31/2025 New Hampshire Trust13,689$968K0.2%+2.8%0.000%
7/31/2025 Oppenheimer Asset Management Inc.58,848$4.16M0.0%-3.8%0.001%
7/31/2025 Guardian Wealth Advisors LLC3,285$232K0.1%-14.8%0.000%
7/31/2025 VestGen Investment Management4,741$335K0.2%+3.9%0.000%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC2,866$203K0.2%N/A0.000%
7/31/2025 University of Texas Texas AM Investment Management Co.24,785$1.75M0.3%+4,173.3%0.001%
7/31/2025 Pullen Investment Management LLC2,906$206K0.1%-18.2%0.000%
7/31/2025 Fiduciary Wealth Partners LLC3,555$251K0.2%+66.7%0.000%
7/31/2025 Ingalls & Snyder LLC61,219$4.33M0.2%-1.5%0.001%
7/31/2025 Strait & Sound Wealth Management LLC5,217$369K0.2%-16.8%0.000%
7/31/2025 Whipplewood Advisors LLC1,550$110K0.1%+14.1%0.000%
7/31/2025 Interchange Capital Partners LLC7,594$537K0.1%+2.1%0.000%
7/31/2025 Brighton Jones LLC39,544$2.80M0.1%-2.8%0.001%
7/31/2025 Waldron Private Wealth LLC36,568$2.61M0.1%-3.5%0.001%
7/31/2025 Stegent Equity Advisors Inc.6,472$458K0.4%+16.0%0.000%
7/31/2025 MQS Management LLC6,533$462K0.3%N/A0.000%
7/31/2025 Kornitzer Capital Management Inc. KS645,639$45.68M0.9%-1.3%0.015%
7/31/2025 Leavell Investment Management Inc.76,749$5.47M0.2%-0.5%0.002%
7/31/2025 Burke & Herbert Bank & Trust Co.87,977$6.22M1.4%-0.3%0.002%
7/31/2025 CVA Family Office LLC38,919$2.75M0.4%+0.9%0.001%
7/31/2025 Ramsay Stattman Vela & Price Inc.142,075$10.05M1.9%-5.3%0.003%
7/31/2025 TSA Wealth Managment LLC68,792$4.87M1.8%-0.4%0.002%
7/31/2025 Rational Advisors Inc.43,578$3.08M0.3%+102.7%0.001%
7/31/2025 AG2R LA Mondiale Gestion D Actifs227,956$16.13M0.8%+0.6%0.005%
7/31/2025 Mcdaniel Terry & Co.445,292$31.50M2.6%-0.6%0.010%
7/31/2025 Focus Partners Advisor Solutions LLC64,653$4.57M0.1%-7.5%0.002%
7/31/2025 Insight Wealth Partners LLC3,380$239K0.1%N/A0.000%
7/31/2025 Leelyn Smith LLC42,962$3.04M0.5%+2.1%0.001%
7/31/2025 Richards Merrill & Peterson Inc.18,984$1.34M0.6%+7.7%0.000%
7/31/2025 NORTHSTAR ASSET MANAGEMENT Co10,055$711K0.2%-9.9%0.000%
7/31/2025 CNB Bank15,181$1.07M0.5%-6.2%0.000%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC47,917$3.29M1.2%-2.5%0.001%
7/31/2025 Glass Jacobson Investment Advisors llc1,722$122K0.0%-66.7%0.000%
7/31/2025 Carrera Capital Advisors7,899$563K0.1%-84.5%0.000%
7/31/2025 Keystone Financial Planning Inc.36,196$2.56M0.8%-2.4%0.001%
7/31/2025 Sage Mountain Advisors LLC26,490$1.87M0.1%+5.9%0.001%
7/31/2025 Washington Trust Advisors Inc.51,403$3.64M0.3%-4.5%0.001%
7/31/2025 Lee Danner & Bass Inc.77,462$5.48M0.4%-1.8%0.002%
7/31/2025 AlphaQuest LLC11,226$794K0.1%+8.1%0.000%
7/31/2025 Sumitomo Mitsui Trust Group Inc.10,209,912$722.35M0.5%+0.6%0.237%
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7/31/2025 MN Wealth Advisors LLC14,728$1.04M0.6%-23.7%0.000%
7/31/2025 West Michigan Advisors LLC15,940$1.14M0.3%+42.7%0.000%
7/31/2025 Harbour Investment Management LLC40,672$2.90M1.3%-9.1%0.001%
7/31/2025 First Business Financial Services Inc.38,152$2.70M0.2%+66.5%0.001%
7/31/2025 Jackson Hole Capital Partners LLC79,836$5.65M1.0%+1.1%0.002%
7/31/2025 GLOBALT Investments LLC GA107,637$7.62M0.3%-4.1%0.003%
7/31/2025 Catalyst Capital Advisors LLC4,534$321K0.0%-52.2%0.000%
7/31/2025 Caitong International Asset Management Co. Ltd367$26K0.0%+5,142.9%0.000%
7/31/2025 Asset Management One Co. Ltd.2,058,824$145.66M0.5%+3.9%0.048%
7/31/2025 AlTi Global Inc.80,310$5.71M0.1%+3.2%0.002%
(Data available from 1/1/2016 forward)

KO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KO shares?

During the previous two years, 3,600 institutional investors and hedge funds held shares of CocaCola. The most heavily invested institutionals were Vanguard Group Inc. ($25.87B), BlackRock Inc. ($18.22B), State Street Corp ($11.92B), Geode Capital Management LLC ($5.67B), FMR LLC ($5.17B), Charles Schwab Investment Management Inc. ($5.03B), and Morgan Stanley ($4.50B).Learn more on CocaCola's institutional investors.

What percentage of CocaCola's stock is owned by institutional investors?

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

Which institutional investors have been buying CocaCola's stock?

Of the 3,024 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 ($102.29M), Nuveen LLC ($21.06M), Wellington Management Group LLP ($20.40M), Charles Schwab Investment Management Inc. ($14.07M), Capital International Investors ($12.22M), Raymond James Financial Inc. ($11.84M), and Fisher Asset Management LLC ($11.79M).

How much institutional buying is happening at CocaCola?

Institutional investors have bought a total of 329,849,660 shares in the last 24 months. This purchase volume represents approximately $22.02B in transactions.

Which of CocaCola's major shareholders have been selling company stock?

Of the 1,951 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: GQG Partners LLC ($33.02M), Price T Rowe Associates Inc. MD ($20.18M), Vanguard Group Inc. ($15.95M), FMR LLC ($9.96M), Legal & General Group Plc ($9.69M), Bank of New York Mellon Corp ($7.10M), and Canada Pension Plan Investment Board ($7.03M).

How much institutional selling is happening at CocaCola?

Institutional investors have sold a total of 238,382,085 shares in the last 24 months. This volume of shares sold represents approximately $15.81B in transactions.



This page (NYSE:KO) was last updated on 8/2/2025 by MarketBeat.com Staff
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