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COCA COLA CO
/ Institutional moves
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Coca Cola Co
Institutional position changes, all quarters
793 moves
All actions
All impact
Action
Institution
Quarter
↓
Δ shares
Δ %
Held after
Flow
Impact
Added
BlackRock, Inc.
Jun 30, 2026
+4,062,007
+1.3%
322,740,471
$330.12M
high
Exited
FORSTA AP-FONDEN
Jun 30, 2026
-961,500
-100%
0
$67.22M
high
Added
The PNC Financial Services Group, Inc.
Jun 30, 2026
+751,599
+12%
6,892,206
$61.08M
high
Trimmed
STATE STREET CORPORATION
Jun 30, 2026
-450,951
-0.3%
167,399,379
$36.88M
medium
Added
DEUTSCHE BANK AG
Jun 30, 2026
+301,486
+1.9%
16,563,611
$24.50M
medium
Trimmed
Victory Capital Management, Inc.
Jun 30, 2026
-248,098
-12%
1,796,861
$20.16M
medium
Added
LPL Financial LLC
Jun 30, 2026
+243,362
+4.1%
6,173,804
$19.78M
medium
Exited
WINTON GROUP Ltd
Jun 30, 2026
-205,677
-100%
0
$14.38M
medium
Exited
Cornerstone Advisors, LLC
Jun 30, 2026
-181,100
-100%
0
$12.66M
medium
Trimmed
Arizona State Retirement System
Jun 30, 2026
-91,715
-7.9%
1,074,888
$7.45M
medium
Exited
Beacon Harbor Wealth Advisors, Inc.
Jun 30, 2026
-106,369
-100%
0
$7.44M
medium
Added
Lido Advisors, LLC
Jun 30, 2026
+84,671
+26%
410,679
$6.92M
medium
Trimmed
AMG National Trust Bank
Jun 30, 2026
-51,330
-28%
130,343
$4.17M
low
Added
Wealthfront Advisers LLC
Jun 30, 2026
+50,149
+11%
501,901
$4.08M
low
Trimmed
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
Jun 30, 2026
-35,330
-16%
184,920
$2.87M
low
Exited
AlphaQuest LLC
Jun 30, 2026
-34,986
-100%
0
$2.45M
low
Added
Perfromance Wealth Partners, LLC
Jun 30, 2026
+28,091
+200%
42,151
$2.28M
low
Trimmed
OneDigital Investment Advisors LLC
Jun 30, 2026
-26,921
-23%
90,241
$2.19M
low
Added
MML INVESTORS SERVICES, LLC
Jun 30, 2026
+24,779
+3.5%
742,069
$2.01M
low
Added
BRIDGES INVESTMENT MANAGEMENT INC
Jun 30, 2026
+21,443
+40%
75,508
$1.74M
low
Added
Mitsubishi UFJ Asset Management Co., Ltd.
Jun 30, 2026
+17,845
+0.1%
19,581,969
$1.45M
low
Trimmed
CFM WEALTH PARTNERS LLC
Jun 30, 2026
-16,466
-28%
42,080
$1.34M
low
Trimmed
Dakota Wealth Management
Jun 30, 2026
-15,446
-18%
68,178
$1.26M
low
Added
Naviter Wealth, LLC
Jun 30, 2026
+12,849
+32%
52,465
$1.05M
low
Trimmed
Plato Investment Management Ltd
Jun 30, 2026
-11,629
-7.6%
140,677
$939.6K
low
New
Harbour Wealth Management Group, Inc.
Jun 30, 2026
+10,412
New
10,412
$846.2K
low
Added
Meeder Advisory Services, Inc.
Jun 30, 2026
+9,631
+11%
93,938
$782.7K
low
Trimmed
Meadowbrook Advisors Group, LLC
Jun 30, 2026
-8,257
-22%
28,621
$671.1K
low
Added
RWA WEALTH PARTNERS, LLC
Jun 30, 2026
+8,166
+6.5%
134,482
$663.7K
low
Trimmed
MidFirst Bank
Jun 30, 2026
-7,461
-13%
48,423
$606.4K
low
New
Auxano Advisors, LLC
Jun 30, 2026
+7,242
New
7,242
$588.5K
low
Added
Kapstone Financial Advisors LLC
Jun 30, 2026
+5,729
+70%
13,968
$465.6K
low
Trimmed
KG&L Capital Management,LLC
Jun 30, 2026
-5,625
-58%
4,109
$457.1K
low
Added
LeConte Wealth Management, LLC
Jun 30, 2026
+5,101
+75%
11,868
$414.6K
low
Trimmed
Marble Wealth, LLC
Jun 30, 2026
-4,771
-16%
24,964
$387.7K
low
Trimmed
Pallas Capital Advisors LLC
Jun 30, 2026
-4,764
-3.4%
136,451
$387.2K
low
Trimmed
May Hill Capital, LLC
Jun 30, 2026
-4,114
-33%
8,496
$334.4K
low
Exited
Beverly Hills Private Wealth, LLC
Jun 30, 2026
-4,646
-100%
0
$324.8K
low
Added
Ethos Financial Group, LLC
Jun 30, 2026
+3,594
+28%
16,299
$320.1K
low
New
Focused Wealth Management, Inc
Jun 30, 2026
+3,748
New
3,748
$304.6K
low
New
Tranquilli Financial Advisor LLC
Jun 30, 2026
+3,610
New
3,610
$293.4K
low
Added
SG Americas Securities, LLC
Jun 30, 2026
+3,524,884
+97%
7,141,287
$286.5K
low
Exited
Tortoise Investment Management, LLC
Jun 30, 2026
-3,628
-100%
0
$253.6K
low
Added
FIRST NATIONAL BANK OF OMAHA
Jun 30, 2026
+2,987
+2.4%
128,460
$244.0K
low
Added
Bell Investment Advisors, Inc
Jun 30, 2026
+2,940
+103%
5,794
$238.9K
low
Trimmed
Gould Capital, LLC
Jun 30, 2026
-2,820
-6.0%
44,396
$229.2K
low
New
Menard Financial Group LLC
Jun 30, 2026
+2,818
New
2,818
$229.0K
low
Exited
Redwood Financial Network Corp
Jun 30, 2026
-3,243
-100%
0
$226.7K
low
New
Grantvest Financial Group LLC
Jun 30, 2026
+2,674
New
2,674
$217.3K
low
New
Aspen Wealth Strategies, LLC
Jun 30, 2026
+2,615
New
2,615
$212.5K
low
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