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CocaCola (KO) Institutional Ownership

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$69.82 -0.12 (-0.16%)
As of 11:36 AM 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)
2379
Total
Institutional Inflows
(last 12 months)
$28.13B
Number of
Institutional Sellers
(last 12 months)
2049
Total
Institutional Outflows
(last 12 months)
$17.89B
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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
10/23/2025Capital Investment Advisors LLC534,365$35.44M0.6%+1.7%0.012%
10/23/2025Nisa Investment Advisors LLC975,621$65.54M0.3%-4.7%0.023%
10/23/2025G&S Capital LLC16,533$1.10M0.4%-4.6%0.000%
10/23/2025Next Level Private LLC5,693$376K0.1%+4.4%0.000%
10/23/2025Legacy Wealth Management LLC MS9,438$626K0.2%+12.4%0.000%
10/23/2025Summit Place Financial Advisors LLC23,499$1.56M0.7%-1.8%0.001%
10/23/2025Steigerwald Gordon & Koch Inc.225,066$14.93M1.4%+0.7%0.005%
10/23/2025Ferguson Wellman Capital Management Inc.39,364$2.61M0.0%+3.8%0.001%
10/23/2025HS Management Partners LLC559,750$37.12M4.8%-39.2%0.013%
10/23/2025Cardinal Capital Management82,489$5.51M0.8%+0.3%0.002%
10/23/2025Clear Harbor Asset Management LLC15,364$1.02M0.1%-5.3%0.000%
10/23/2025Beaumont Financial Advisors LLC25,269$1.68M0.1%+5.9%0.001%
10/23/2025Kingswood Wealth Advisors LLC54,564$3.62M0.2%+13.6%0.001%
10/23/2025Foster & Motley Inc.3,949$262K0.0%-5.5%0.000%
10/23/2025Atwater Malick LLC109,899$7.29M2.1%-23.1%0.003%
10/23/2025Zullo Investment Group Inc.9,588$636K0.2%-1.9%0.000%
10/23/2025Citizens National Bank Trust Department86,196$5.72M1.0%+8.4%0.002%
10/23/2025Venturi Wealth Management LLC15,903$1.06M0.0%-13.7%0.000%
10/23/2025Independent Solutions Wealth Management LLC53,765$3.57M0.6%+2.3%0.001%
10/23/2025Ethos Financial Group LLC4,489$300K0.0%-5.2%0.000%
10/23/2025TCV Trust & Wealth Management Inc.45,418$3.01M0.3%+0.7%0.001%
10/23/2025Clean Yield Group5,688$377K0.1%-4.2%0.000%
10/23/2025HB Wealth Management LLC583,784$38.72M0.3%+21.2%0.014%
10/23/2025Burford Brothers Inc.24,132$1.60M0.7%-1.1%0.001%
10/23/2025Spire Wealth Management23,091$1.53M0.1%-10.8%0.001%
10/23/2025Texas Bank & Trust Co39,876$2.65M1.0%-3.0%0.001%
10/23/2025Moran Wealth Management LLC47,051$3.12M0.1%-35.8%0.001%
10/23/2025CX Institutional49,484$3.28M0.1%+31.3%0.001%
10/23/2025Strategic Blueprint LLC54,435$3.61M0.2%+4.6%0.001%
10/23/2025WMG Financial Advisors LLC3,048$202K0.1%-4.9%0.000%
10/23/2025Childress Capital Advisors LLC17,410$1.16M0.2%+8.4%0.000%
10/23/2025Park Avenue Securities LLC109,064$7.23M0.1%-0.6%0.003%
10/23/2025RPG Investment Advisory LLC76,466$5.07M0.6%-17.9%0.002%
10/23/2025KLP Kapitalforvaltning AS1,842,945$123.02M0.5%+4.1%0.043%
10/23/2025Securian Asset Management Inc.187,058$12.41M0.3%-7.6%0.004%
10/23/2025Integral Investment Advisors Inc.3,025$201K0.1%+5.3%0.000%
10/22/2025 Sather Financial Group Inc10,997$729K0.0%-5.8%0.000%
10/22/2025 MassMutual Private Wealth & Trust FSB131,031$8.69M0.2%-11.8%0.003%
10/22/2025 Investment Advisory Services Inc. TX ADV48,939$3.25M1.0%-2.5%0.001%
10/22/2025 Cerity Partners LLC1,033,518$68.55M0.1%-3.2%0.024%
10/22/2025 First Merchants Corp25,286$1.68M0.1%-4.9%0.001%
10/22/2025 Galvin Gaustad & Stein LLC293,951$19.50M1.6%-8.5%0.007%
10/22/2025 Louisiana State Employees Retirement System203,200$13.48M0.2%-0.6%0.005%
10/22/2025 NORTHSTAR ASSET MANAGEMENT Co9,875$655K0.1%-1.8%0.000%
10/22/2025 New England Capital Financial Advisors LLC6,128$406K0.2%+4.5%0.000%
10/22/2025 CoreCap Advisors LLC98,232$6.52M0.2%-1.7%0.002%
10/22/2025 Code Waechter LLC5,467$369K0.2%-19.6%0.000%
10/22/2025 BCS Wealth Management9,992$663K0.1%-9.2%0.000%
10/22/2025 OneAscent Financial Services LLC5,342$357K0.1%-63.7%0.000%
10/22/2025 Kathmere Capital Management LLC13,878$920K0.1%+23.7%0.000%
10/22/2025 RFG Bristol Wealth Advisors LLC102,853$6.82M2.0%+1.6%0.002%
10/22/2025 Spirepoint Private Client LLC12,524$831K0.1%+148.7%0.000%
10/22/2025 Gladstone Institutional Advisory LLC74,417$4.94M0.2%+2.0%0.002%
10/22/2025 Greenleaf Trust96,708$6.41M0.1%-36.4%0.002%
10/22/2025 Geneos Wealth Management Inc.40,690$2.70M0.1%-13.6%0.001%
10/22/2025 Cigna Investments Inc. New38,222$2.54M0.4%-1.0%0.001%
10/22/2025 Hennion & Walsh Asset Management Inc.80,331$5.33M0.2%-0.4%0.002%
10/22/2025 Blue Bell Private Wealth Management LLC1,234$82K0.0%+23.3%0.000%
10/22/2025 Community Trust & Investment Co.50,119$3.32M0.2%-1.6%0.001%
10/22/2025 Gries Financial LLC27,523$1.83M0.3%+4.7%0.001%
10/22/2025 Capital Management Associates Inc3,915$260K0.1%+4.0%0.000%
10/22/2025 Almanack Investment Partners LLC.18,016$1.20M0.2%-9.6%0.000%
10/22/2025 Chicago Capital LLC76,070$5.05M0.1%-2.4%0.002%
10/22/2025 Mcdaniel Terry & Co.445,493$29.55M2.4%+0.0%0.010%
10/22/2025 Robeco Institutional Asset Management B.V.1,007,897$66.84M0.1%-4.9%0.023%
10/22/2025 Financial Perspectives Inc1,988$132K0.0%+9.5%0.000%
10/22/2025 Granite Harbor Advisors Inc.7,592$504K0.2%+14.6%0.000%
10/22/2025 Capital Advantage Inc.6,172$409K0.1%-15.7%0.000%
10/22/2025 D.A. Davidson & CO.294,472$19.53M0.1%-3.2%0.007%
10/22/2025 Greystone Financial Group LLC104,072$6.90M1.1%+1.1%0.002%
10/22/2025 CWA Asset Management Group LLC28,664$1.90M0.1%-4.2%0.001%
10/22/2025 Ellis Investment Partners LLC11,053$733K0.1%-1.3%0.000%
10/22/2025 Stone Summit Wealth LLC12,345$819K0.2%-1.6%0.000%
10/22/2025 Greenspring Advisors LLC7,230$479K0.1%N/A0.000%
10/22/2025 Oregon Pacific Wealth Management LLC11,689$775K0.7%+5.7%0.000%
10/22/2025 Allen Wealth Management LLC13,773$913K0.6%-18.5%0.000%
10/22/2025 LS Investment Advisors LLC11,767$780K0.1%+12.6%0.000%
10/22/2025 City Holding Co.101,462$6.73M0.8%-1.3%0.002%
10/22/2025 Kiley Juergens Wealth Management LLC11,086$735K0.2%-2.2%0.000%
10/22/2025 Motco91,634$6.08M0.6%-0.4%0.002%
10/22/2025 TriaGen Wealth Management LLC3,374$224K0.1%-12.0%0.000%
10/22/2025 Park Place Capital Corp21,159$1.40M0.3%+40.8%0.000%
10/22/2025 WESPAC Advisors SoCal LLC89,110$5.91M1.2%-2.6%0.002%
10/22/2025 Mechanics Bank Trust Department48,998$3.25M0.5%-14.8%0.001%
10/22/2025 Daymark Wealth Partners LLC127,571$8.46M0.3%+3.2%0.003%
10/22/2025 Crown Wealth Group LLC3,178$211K0.1%N/A0.000%
10/22/2025 Commonwealth Equity Services LLC1,513,769$100.39M0.1%-7.5%0.035%
10/22/2025 West Paces Advisors Inc.149,773$9.93M2.0%-4.2%0.003%
10/22/2025 Endeavor Private Wealth Inc.3,464$231K0.1%N/A0.000%
10/22/2025 Earned Wealth Advisors LLC7,779$516K0.1%+47.1%0.000%
10/22/2025 Asset Management One Co. Ltd.2,121,894$140.72M0.4%+3.1%0.049%
10/22/2025 Alpha Omega Wealth Management LLC12,819$850K0.1%-1.5%0.000%
10/22/2025 InTrack Investment Management Inc13,296$882K0.5%-1.5%0.000%
10/22/2025 Alpine Bank Wealth Management10,017$664K0.1%-6.2%0.000%
10/22/2025 Abacus Planning Group Inc.31,920$2.12M0.3%+3.2%0.001%
10/21/2025 Gateway Investment Advisers LLC341,220$22.63M0.2%+47.0%0.008%
10/21/2025 Arrow Financial Corp34,704$2.30M0.2%+2.8%0.001%
10/21/2025 Fifth Third Wealth Advisors LLC111,862$7.42M0.3%+3.8%0.003%
10/21/2025 Penobscot Investment Management Company Inc.31,084$2.06M0.2%-2.7%0.001%
10/21/2025 Fountainhead AM LLC6,722$446K0.1%+2.5%0.000%
(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, 3,627 institutional investors and hedge funds held shares of CocaCola. The most heavily invested institutionals were Vanguard Group Inc. ($26.00B), State Street Corp ($11.75B), Geode Capital Management LLC ($6.27B), FMR LLC ($5.17B), Charles Schwab Investment Management Inc. ($4.85B), Morgan Stanley ($4.50B), and Norges Bank ($3.85B).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 3,049 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 ($156.66M), Nuveen LLC ($21.06M), Wellington Management Group LLP ($20.40M), Charles Schwab Investment Management Inc. ($14.03M), Raymond James Financial Inc. ($12.35M), Capital International Investors ($12.22M), and Fisher Asset Management LLC ($11.78M).

How much institutional buying is happening at CocaCola?

Institutional investors have bought a total of 412,981,882 shares in the last 24 months. This purchase volume represents approximately $27.94B in transactions.

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

Of the 2,034 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), Geode Capital Management LLC ($8.85M), and Bank of New York Mellon Corp ($8.60M).

How much institutional selling is happening at CocaCola?

Institutional investors have sold a total of 266,217,477 shares in the last 24 months. This volume of shares sold represents approximately $17.83B in transactions.


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This page (NYSE:KO) was last updated on 10/24/2025 by MarketBeat.com Staff
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