KO · Company research
Coca-Cola Company (KO): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16134 | 1388815000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 379667 | 32681735000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7088 | 610135 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7088 | 610135 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| 5th Street Advisors, LLC | 1911026 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3800 | 308826 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Mathes Company, Inc. | 1389223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39753 | 3231 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stockman Wealth Management, Inc. | 1389400 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8746 | 710788 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 391144 | 31995096 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIRST FOUNDATION ADVISORS | 1086763 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11864 | 964166 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Plotkin Financial Advisors, LLC | 1826394 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8009 | 650891 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Laurel Wealth Advisors LLC | 1757128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92434 | 7512131 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| InvesTrust | 2050848 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30474 | 2476621 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Greenspring Advisors, LLC | 1922200 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17533 | 1424913 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Voleon Capital Management LP | 1479847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 374679 | 30450162 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1883288 | 153054426 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Financiere des Professionnels - Fonds d'investissement inc. | 1996846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2200 | 178794 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| 4WEALTH ADVISORS, INC. | 2056676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2948 | 243679 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Cambridge Advisors Inc. | 1633695 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9433 | 766590 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| CogentBlue Wealth Advisors, LLC | 2054047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2668 | 216828 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TOTH FINANCIAL ADVISORY CORP | 866780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100394 | 8159040 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| FIRST FINANCIAL BANK - TRUST DIVISION | 1315339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13565 | 1102427 | — | — | — | Jul 1, 2026 | SEC_13F_DATASET |
| Cornerstone Management, Inc. | 1587867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12085 | 982157 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| PMG Family Office LLC | 2102299 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2545 | 208181 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| ALLEN HOLDING INC /NY | 919489 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6000000 | 487620000 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Simplify Asset Management Inc. | 1846368 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4089 | 332313 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Seelaus Asset Management LLC | 1705655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2850 | 231620 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| BLUEDOOR PRIVATE WEALTH, LLC | 2110994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20019 | 1626944 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Berman McAleer LLC | 2094332 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22731 | 1847360 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WRAPMANAGER INC | 1266014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10840 | 881048 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| L & S Advisors Inc | 1392364 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8950 | 727380 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ADKINS SEALE CAPITAL MANAGEMENT LLC | 2147212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13411 | 1089912 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SECURED RETIREMENT ADVISORS, LLC | 2012356 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23624 | 1919927 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| GC Wealth Management RIA, LLC | 2011169 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40198 | 3266891 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Mountain Hill Investment Partners Corp. | 2055557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 157 | 12742 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ulland Investment Advisors, LLC | 1911497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 2 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2040440 | 165826559 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Varma Mutual Pension Insurance Co | 1698484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 662576 | 53847552 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AM INVESTMENT STRATEGIES LLC | 1818897 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21307 | 1732 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Armbruster Capital Management, Inc. | 1664847 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2814 | 228694 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| STOREBRAND ASSET MANAGEMENT AS | 1685676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3150631 | 256051781 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| V. M. MANNING & CO., INC. | 62061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7166 | 582341 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 2103310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 183144 | 14884113 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 591566 | 48076677 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Weinberger Asset Management, Inc | 2051705 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13735 | 1203031 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WealthBridge Investment Counsel Inc. | 1799425 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58600 | 4762 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14 | 2692000 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7692 | 625129 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Meridian Wealth Advisors, LLC | 1768095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47469 | 3857833 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quantessence Capital LLC | 2009590 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5353 | 435038 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NICHOLAS COMPANY, INC. | 903949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 786118 | 63887810 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Elk River Wealth Management LLC | 1844107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9939 | 812974 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Itau Unibanco Holding S.A. | 1132597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33447 | 2718238 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GWN SECURITIES INC. | 1265905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49192 | 3997763 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Per Stirling Capital Management, LLC. | 1689933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4915 | 399416 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44891 | 3648292 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HENDLEY & CO INC | 1084207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9576 | 778 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Octavia Wealth Advisors, LLC | 1841259 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8007 | 654941 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MidFirst Bank | 2077076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48423 | 3935337 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Pacific Center for Financial Services | 1698222 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6906 | 561251 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Iyo Bank, Ltd. | 1890435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86390 | 7020915 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Presper Financial Architects, LLC | 2066674 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4215 | 342560 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10848 | 881648 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ervin Investment Management, LLC | 1907802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3087 | 250880 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Cambria Investment Management, L.P. | 1529389 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13018 | 1057973 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROSS\JOHNSON & Associates LLC | 2056532 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9 | 731 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ANB BANK | 2067126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25804 | 2097091 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIDUCIARY FAMILY OFFICE, LLC | 2020280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17109 | 1390521 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BALDWIN WEALTH PARTNERS LLC/MA | 1021258 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31954 | 2596902 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Main Street Group, LTD | 1965796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 758 | 61575 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SCHULHOFF & CO INC | 1080197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73707 | 5990241 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 639 | 51932 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cambridge Financial Group, LLC | 2085256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5369 | 436330 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12700 | 1032129 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3353 | 272498 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| NORDEA INVESTMENT MANAGEMENT AB | 1218210 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2184085 | 178832880 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| AR ASSET MANAGEMENT INC | 1080166 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175295 | 14246 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Integris Wealth Management, LLC | 1750852 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3703 | 300930 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Partnership Wealth Management, LLC | 2010656 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 325080 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| MUSTICO FINANCIAL GROUP, INC. | 2034361 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2671 | 342250 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AVISO WEALTH MANAGEMENT | 2011802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5748 | 467205 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.