Stock ownership · SEC 13F · Q4 2025
COCA COLA CO
A breakdown of COCA COLA CO's institutional base (CUSIP 191216100): the holders, the concentration among them, and what changed last quarter.
- $81.9M
- Reported value
- 19
- Institutions
- 93%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, COCA COLA CO ranks #156 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 19 institutions report $81.9M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 19
- institutions hold it
- $81.9M
- reported 13F value
- 93%
- held by top 5
- #156
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, COCA COLA CO ranks #156 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 191216100 · Q4 2025 $82M reported
VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-HEAVY #156/775
- HOLDERS-NARROW 19 filers
- CONC-DOM 93% top-5
- PHOTO-FINISH ISHARES TR
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ISHARES TR
Read with: Ownership concentration guide - COCA COLA CO's top-five holders account for 93% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · COCA COLA CO
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
COCA COLA CO vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
19 Top 21% higher than 79% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a COCA COLA CO position has held steady from 19 to 19 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | GROUPAMA ASSET MANAGMENT | 461,214 | $32.2M | 39.4% |
| 2 | Pacer Advisors, Inc. | 376,503 | $26.3M | 32.2% |
| 3 | Anchor Investment Management, LLC | 119,318 | $8.3M | 10.2% |
| 4 | Banque Transatlantique SA | 74,588 | $5.2M | 6.4% |
| 5 | MidFirst Bank | 55,884 | $3.9M | 4.8% |
| 6 | TD Capital Management LLC | 25,785 | $1.8M | 2.2% |
| 7 | Cross Staff Investments Inc | 9,534 | $667K | 0.8% |
| 8 | KW WEALTH MANAGEMENT LLC | 8,110 | $567K | 0.7% |
| 9 | DGS Capital Management, LLC | 7,087 | $495K | 0.6% |
| 10 | Astoria Portfolio Advisors LLC. | 5,917 | $477K | 0.6% |
| 11 | INSTRUMENTAL WEALTH, LLC | 5,309 | $427K | 0.5% |
| 12 | Tempo Wealth, LLC | 4,034 | $282K | 0.3% |
| 13 | CHELSEA COUNSEL CO | 3,457 | $242K | 0.3% |
| 14 | Compass Financial Services Inc | 3,364 | $235K | 0.3% |
| 15 | BDFS Capital LLC | 3,088 | $216K | 0.3% |
| 16 | Westshore Wealth, LLC | 3,058 | $214K | 0.3% |
| 17 | Bell Investment Advisors, Inc | 2,854 | $200K | 0.2% |
| 18 | Strategic Investment Solutions, Inc. /IL | 124 | $9K | 0.0% |
| 19 | SG Trading Solutions, LLC | 22,742 | $2K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among COCA COLA CO's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for COCA COLA CO: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($81.9M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (19 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.