Public record / Tickers / KO

KO — COCA COLA CO

Both disclosure regimes on one name: who in Congress filed about KO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
193
all PTR rows naming KO
Members · 12m
10
10 buys · 5 sells · by trade date
Latest PTR
08-07
filed 2026-08-07
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Jefferson Shreve · $100K–$250K

Sale · traded 2025-05-12 → filed 2025-06-22. Ranked over every KO row by the provable lower bound, never a point estimate.

10 members · 10 buys / 5 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

32 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

34 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 34 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING KO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-07Michael A. Rulli R–OH-6PurchaseTraded 2025-12-03 LATE·247d$1K–$15K
2026-08-05Lloyd Doggett D–TX-37PurchaseTraded 07-01 +35d$1K–$15K
2026-08-04Shelley Moore Capito R–WVSale · partial · SP (partial sale, spouse-owned)Traded 07-21 +14d$1K–$15K
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$15K–$50K
2026-07-06Ro Khanna D–CA-17Sale · DC (dependent-child-owned)Traded 06-05 +31d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 193 ↗

Members active in KO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing KO in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-94−$28.0K to $28.0K2
Lloyd Doggett D–TX-373$3.0K to $45.0K3
Alan Armstrong R–OK1$15.0K to $50.0K2
Julia Letlow R–LA-51$1.0K to $15.0K2
Markwayne Mullin R–OK1$15.0K to $50.0K
Michael A. Rulli R–OH-61$1.0K to $15.0K2
Ro Khanna D–CA-171−$15.0K to −$1.0K3
Sheldon Whitehouse D–RI1$1.0K to $15.0K6

10 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · KO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
3 Alan Armstrong R–OK, Lloyd Doggett D–TX-37, Michael A. Rulli R–OH-6 $17K–$80K
Sellers
2 Ro Khanna D–CA-17, Shelley Moore Capito R–WV $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · COCA COLA CO

Merged timeline of congressional filings and notable-manager moves on KO
DateWhoChangeSize
2026-08-07Michael A. Rulli CongressPurchase$1K–$15K
2026-08-05Lloyd Doggett CongressPurchase$1K–$15K
2026-08-04Shelley Moore Capito CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-07-06Ro Khanna CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+18,788 sh
2026-05-15Soros Fund Management 13Fnew+150,643 sh
2026-05-15Bridgewater Associates 13Ftrim−61,158 sh
2026-05-15Moore Capital Management 13Fexit−22,025 sh

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of KO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BERKSHIRE HATHAWAY INC$30.4B1
2BlackRock, Inc.$25.4B1
3VANGUARD CAPITAL MANAGEMENT LLC$18.1B1
4STATE STREET CORP$12.8B1
5FMR LLC$8.2B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$7.6B1
7GEODE CAPITAL MANAGEMENT, LLC$7.1B1
8MORGAN STANLEY$7.0B1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5.8B1
10JPMORGAN CHASE & CO$5.4B1
11BANK OF AMERICA CORP /DE/$3.3B1
12FRANKLIN RESOURCES INC$3.1B1
13NORTHERN TRUST CORP$3.1B1
14UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.8B1
15Invesco Ltd.$2.3B1
16Capital Research Global Investors$2.2B1
17UBS Group AG$2.2B1
18Bank of New York Mellon Corp$2.2B1
19ROYAL BANK OF CANADA$2.1B1
20WELLINGTON MANAGEMENT GROUP LLP$2.0B1
21Legal & General Group Plc$2.0B1
22Nuveen, LLC$1.8B1
23VANGUARD FIDUCIARY TRUST CO$1.7B1
24GQG Partners LLC$1.6B1
25Mitsubishi UFJ Asset Management Co., Ltd.$1.5B1
26DIMENSIONAL FUND ADVISORS LP$1.4B1
27Amundi$1.4B1
28AMERIPRISE FINANCIAL INC$1.4B1
29STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$1.4B1
30Capital International Investors$1.3B1
31Capital World Investors$1.3B1
32DEUTSCHE BANK AG\$1.2B1
33TRUIST FINANCIAL CORP$1.1B1
34SCHRODER INVESTMENT MANAGEMENT GROUP$1.0B1
35WELLS FARGO & COMPANY/MN$1.0B1
36RAYMOND JAMES FINANCIAL INC$973M1
37Aristotle Capital Management, LLC$933M1
38Swiss National Bank$912M1
39ALLIANCEBERNSTEIN L.P.$903M1
40DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$856M1
41BARCLAYS PLC$817M1
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$757M1
43Sumitomo Mitsui Trust Group, Inc.$723M1
44National Pension Service$706M1
45CANADA PENSION PLAN INVESTMENT BOARD$690M1
46HSBC HOLDINGS PLC$645M1
47Vanguard Global Advisers, LLC$645M1
48STIFEL FINANCIAL CORP$635M1
49VOYA INVESTMENT MANAGEMENT LLC$631M1
50Grantham, Mayo, Van Otterloo & Co. LLC$630M1
51Clearbridge Investments, LLC$625M1
52VANGUARD ASSET MANAGEMENT, Ltd$601M1
53PRINCIPAL FINANCIAL GROUP INC$589M1
54Pinnacle Financial Partners, Inc.$577M1
55Vontobel Holding Ltd.$538M1
56Boston Partners$497M1
57Fisher Asset Management, LLC$492M1
58CITADEL ADVISORS LLC$490M1
59LPL Financial LLC$459M1
60ALLEN HOLDING INC /NY$456M1
61BANK OF MONTREAL /CAN/$456M1
62ENVESTNET ASSET MANAGEMENT INC$453M1
63MACKENZIE FINANCIAL CORP$437M1
64NORDEA INVESTMENT MANAGEMENT AB$410M1
65AVIVA PLC$386M1
66CITIGROUP INC$380M1
67Aberdeen Group plc$378M1
68Capital Wealth Planning, LLC$364M1
69NEW YORK STATE COMMON RETIREMENT FUND$351M1
70Eurizon Capital SGR S.p.A.$324M1
71US BANCORP \DE\$315M1
72Alphinity Investment Management Pty Ltd$315M1
73LAZARD ASSET MANAGEMENT LLC$313M1
74B. Metzler seel. Sohn & Co. AG$309M1
75FIRST TRUST ADVISORS LP$309M1
76Bank Julius Baer & Co. Ltd, Zurich$299M1
77ADAGE CAPITAL PARTNERS GP, L.L.C.$289M1
78KING LUTHER CAPITAL MANAGEMENT CORP$288M1
79DANSKE BANK A/S$268M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$259M1
81OMERS ADMINISTRATION Corp$257M1
82Universal- Beteiligungs- und Servicegesellschaft mbH$254M1
83Pathstone Holdings, LLC$249M1
84NATIONAL BANK OF CANADA /FI/$246M1
85BNP Paribas Asset Management Holding S.A.$244M1
86STOREBRAND ASSET MANAGEMENT AS$241M1
87MENORA MIVTACHIM HOLDINGS LTD.$237M1
88Pictet Asset Management Holding SA$230M1
89FIFTH THIRD BANCORP$228M1
90ProShare Advisors LLC$226M1
91HighTower Advisors, LLC$225M1
92Korea Investment CORP$224M1
93Rockefeller Capital Management L.P.$224M1
94Janus Henderson Group Ltd.$223M1
95AMF Tjanstepension AB$221M1
96Guinness Asset Management LTD$220M1
97Corient Private Wealth LLC$220M1
98Robeco Institutional Asset Management B.V.$214M1
99FEDERATED HERMES, INC.$203M1
100CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$202M1
101Point72 Asset Management, L.P.$199M1
102PRUDENTIAL FINANCIAL INC$195M1
103SUSQUEHANNA INTERNATIONAL GROUP, LLP$192M1
104OSAIC HOLDINGS, INC.$190M1
105Zurcher Kantonalbank (Zurich Cantonalbank)$190M1
106TD ASSET MANAGEMENT INC$186M1
107PFA Pension, Forsikringsaktieselskab$180M1
108Mirae Asset Global Investments Co., Ltd.$180M1
109Squarepoint Ops LLC$180M1
110Creative Planning$177M1
111Swedbank AB$177M1
112Mitsubishi UFJ Trust & Banking Corp$171M1
113NOMURA ASSET MANAGEMENT CO LTD$170M1
114BALYASNY ASSET MANAGEMENT L.P.$168M1
115STATE OF WISCONSIN INVESTMENT BOARD$166M1
116Asset Management One Co., Ltd.$166M1
117MANUFACTURERS LIFE INSURANCE COMPANY, THE$166M1
118APG Asset Management N.V.$163M1
119Mariner, LLC$162M1
120YACKTMAN ASSET MANAGEMENT LP$160M1
121FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$157M1
122VICTORY CAPITAL MANAGEMENT INC$156M1
123KLP KAPITALFORVALTNING AS$155M1
124Vanguard Investments Australia, Ltd.$155M1
125ROYAL LONDON ASSET MANAGEMENT LTD$154M1
126Chevy Chase Trust Holdings, LLC$152M1
127Assenagon Asset Management S.A.$151M1
128PUBLIC SECTOR PENSION INVESTMENT BOARD$148M1
129JUPITER ASSET MANAGEMENT LTD$146M1
130SEI INVESTMENTS CO$144M1
131Retirement Systems of Alabama$139M1
132FIL Ltd$138M1
133Cetera Investment Advisers$135M1
134BAHL & GAYNOR INC$134M1
135CIBC WORLD MARKET INC.$133M1
136TEACHER RETIREMENT SYSTEM OF TEXAS$132M1
137PANAGORA ASSET MANAGEMENT INC$130M1
138CRAWFORD INVESTMENT COUNSEL INC$124M1
139Magellan Asset Management Ltd$123M1
140BANK OF NOVA SCOTIA$123M1
141PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$119M1
142Quantinno Capital Management LP$118M1
143CAPITOLIS LIQUID GLOBAL MARKETS LLC$117M1
144MILLENNIUM MANAGEMENT LLC$116M1
145AQR CAPITAL MANAGEMENT LLC$114M1
146TORONTO DOMINION BANK$113M1
147D. E. Shaw & Co., Inc.$111M1
148CREDIT AGRICOLE S A$111M1
149Resona Asset Management Co.,Ltd.$108M1
150JOHNSON INVESTMENT COUNSEL INC$108M1
151BLAIR WILLIAM & CO/IL$108M1
152CIBC Asset Management Inc$107M1
153State of New Jersey Common Pension Fund D$107M1
154Baird Financial Group, Inc.$107M1
155Quilter Plc$107M1
156Focus Partners Wealth$106M1
157Tredje AP-fonden$105M1
158LGT Group Foundation$103M1
159CI INVESTMENTS INC.$103M1
160Artisan Partners Limited Partnership$101M1
161Zurich Insurance Group Ltd/FI$101M1
162COMMONWEALTH EQUITY SERVICES, LLC$100M1
163Empower Advisory Group, LLC$100M1
164CULLINAN ASSOCIATES INC$99.9M1
165Swiss Life Asset Management Ltd$99.6M1
166ZWJ INVESTMENT COUNSEL INC$98.8M1
167Lansforsakringar Fondforvaltning AB (publ)$98.8M1
168James Hambro & Partners LLP$98.5M1
169CIBC Bancorp USA Inc.$98.4M1
170MAVERICK CAPITAL LTD$97.7M1
171Haverford Trust Co$96.2M1
172ZACKS INVESTMENT MANAGEMENT$94.6M1
173M&T BANK CORP$88.7M1
174Cerity Partners LLC$86.3M1
175Arizona State Retirement System$85.2M1
176Clark Capital Management Group, Inc.$84.1M1
177KEYBANK NATIONAL ASSOCIATION/OH$83.7M1
178REGIONS FINANCIAL CORP$82.8M1
179FIRST FINANCIAL BANKSHARES INC$82.5M1
180Compagnie Lombard Odier SCmA$81.4M1
181Banco Santander, S.A.$80.5M1
182Czech National Bank$80.2M1
183Danica Pension, Livsforsikringsaktieselskab$79.0M1
184STATE OF MICHIGAN RETIREMENT SYSTEM$79.0M1
185WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$77.1M1
186MARSICO CAPITAL MANAGEMENT LLC$76.4M1
187Calamos Advisors LLC$76.0M1
188Evelyn Partners Investment Management LLP$75.6M1
189MetLife Investment Management, LLC$75.3M1
190NISA INVESTMENT ADVISORS, LLC$74.4M1
191Douglas Lane & Associates, LLC$73.7M1
192XPONANCE LLC$73.2M1
193FIRST MANHATTAN CO. LLC.$70.8M1
194O'SHAUGHNESSY ASSET MANAGEMENT, LLC$70.6M1
195CAPITAL ADVISORS INC/OK$69.2M1
196Blue Trust, Inc.$68.9M1
197COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$68.6M1
198Groupe la Francaise$67.5M1
199Daiwa Securities Group Inc.$67.4M1
200Saudi Central Bank$65.3M1
201Man Group plc$65.2M1
202Vest Financial, LLC$64.5M1
203Advisors Capital Management, LLC$64.4M1
204IFM Investors Pty Ltd$63.8M1
205Tidal Investments LLC$63.0M1
206Candriam S.C.A.$62.5M1
207SEB Asset Management AB$62.4M1
208Sumitomo Mitsui DS Asset Management Company, Ltd$62.3M1
209NICHOLAS COMPANY, INC.$59.8M1
210BROWN ADVISORY INC$58.6M1
2111832 Asset Management L.P.$58.5M1
212Woodline Partners LP$58.3M1
213Mediolanum International Funds Ltd$57.6M1
214Epoch Investment Partners, Inc.$57.3M1
215CWM, LLC$55.4M1
216FACTORY MUTUAL INSURANCE CO$55.2M1
217UniSuper Management Pty Ltd$54.4M1
218BAILLIE GIFFORD & CO$54.1M1
219Varma Mutual Pension Insurance Co$53.8M1
220NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$53.3M1
221Trexquant Investment LP$53.1M1
222FUKOKU MUTUAL LIFE INSURANCE CO$52.4M1
223GUGGENHEIM CAPITAL LLC$51.6M1
224LGT Fund Management Co Ltd.$51.1M1
225Andra AP-fonden$50.9M1
226MERCER GLOBAL ADVISORS INC /ADV$50.6M1
227Crossmark Global Holdings, Inc.$50.4M1
228COMMERCE BANK$50.1M1
229Federation des caisses Desjardins du Quebec$49.9M1
230Kestra Advisory Services, LLC$49.6M1
231USS Investment Management Ltd$49.4M1
232BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$48.2M1
233ABN AMRO Bank N.V.$48.2M1
234Utah Retirement Systems$48.1M1
235HB Wealth Management, LLC$47.8M1
236MML INVESTORS SERVICES, LLC$47.8M1
237Allworth Financial LP$47.6M1
238Union Bancaire Privee, UBP SA$47.2M1
239HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$47.1M1
240Arcus Capital Partners, LLC$47.1M1
241AustralianSuper Pty Ltd$47.1M1
242Allianz Asset Management GmbH$47.1M1
243Waverly Advisors, LLC$46.8M1
244FLOSSBACH VON STORCH SE$46.3M1
245ING GROEP NV$45.7M1
246Savant Capital, LLC$45.4M1
247Capital International, Inc./CA/$45.1M1
248MAI Capital Management$45.0M1
249Rakuten Investment Management, Inc.$44.6M1
250Diversified Trust Co$44.2M1
251NISSAY ASSET MANAGEMENT CORP /JAPAN$44.0M1
252KORNITZER CAPITAL MANAGEMENT INC /KS$43.8M1
253NEOS Investment Management LLC$43.2M1
254Gradient Investments LLC$42.9M1
255Vanguard Personalized Indexing Management, LLC$42.5M1
256NewEdge Advisors, LLC$41.1M1
257NEW YORK LIFE INVESTMENT MANAGEMENT LLC$40.9M1
258Capital Investment Advisors, LLC$40.6M1
259SCOTIA CAPITAL INC.$40.2M1
260ASR Vermogensbeheer N.V.$39.7M1
261MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$39.4M1
262GLENMEDE TRUST CO NA$39.2M1
263Sanctuary Advisors, LLC$38.9M1
264Gotham Asset Management, LLC$38.8M1
265Empowered Funds, LLC$38.5M1
266AMERICAN CENTURY COMPANIES INC$37.8M1
267OFI INVEST ASSET MANAGEMENT$37.5M1
268NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$36.8M1
269&PARTNERS$36.8M1
270CITIZENS FINANCIAL GROUP INC/RI$36.7M1
271CONNING INC.$36.5M1
272Investment Management Corp of Ontario$36.3M1
273NewEdge Wealth, LLC$36.3M1
274Vinva Investment Management Ltd$35.6M1
275PARK NATIONAL CORP /OH/$35.5M1
276Kepler Cheuvreux (Suisse) SA$35.4M1
277Wealthfront Advisers LLC$35.4M1
278CAPITAL CITY TRUST CO/FL$35.0M1
279Glenview Trust Co$34.9M1
280Osmosis Investment Management UK Ltd$34.8M1
281QRG CAPITAL MANAGEMENT, INC.$34.8M1
282Drexel Morgan & Co.$34.7M1
283Avanza Fonder AB$34.5M1
284PFW Advisors LLC$34.5M1
285GROUPAMA ASSET MANAGMENT$34.4M1
286MACQUARIE GROUP LTD$34.1M1
287HANCOCK WHITNEY CORP$33.8M1
288OREGON PUBLIC EMPLOYEES RETIREMENT FUND$33.7M1
289Covea Finance$33.3M1
290NS Partners Ltd$33.2M1
291Steward Partners Investment Advisory, LLC$33.2M1
292NICHOLS & PRATT ADVISERS LLP /MA$33.0M1
293YOUSIF CAPITAL MANAGEMENT, LLC$32.8M1
294Howard Capital Management Group, LLC$31.7M1
295CORDA Investment Management, LLC.$31.6M1
296MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$31.3M1
297Elo Mutual Pension Insurance Co$30.2M1
298LIBERTY ONE INVESTMENT MANAGEMENT, LLC$30.1M1
299SCOPUS ASSET MANAGEMENT, L.P.$30.1M1
300TD Waterhouse Canada Inc.$30.1M1
301EDMOND DE ROTHSCHILD HOLDING S.A.$30.0M1
302Walleye Capital LLC$29.6M1
303SCS Capital Management LLC$29.5M1
304Beacon Pointe Advisors, LLC$29.5M1
305ASSETMARK, INC$29.4M1
306DAVENPORT & Co LLC$29.2M1
307AIA Group Ltd$29.0M1
308Concurrent Investment Advisors, LLC$29.0M1
309Advisors Asset Management, Inc.$28.9M1
310FLPUTNAM INVESTMENT MANAGEMENT CO$28.9M1
311Private Advisor Group, LLC$28.8M1
312MONTAG A & ASSOCIATES INC$28.7M1
313Dai-ichi Life Insurance Company, Ltd$28.4M1
314Illinois Municipal Retirement Fund$28.2M1
315Alyeska Investment Group, L.P.$27.9M1
316Allspring Global Investments Holdings, LLC$27.4M1
317PICTON MAHONEY ASSET MANAGEMENT$27.2M1
318MUFG Securities EMEA plc$27.2M1
319BRAUN STACEY ASSOCIATES INC$26.6M1
320MANE GLOBAL CAPITAL MANAGEMENT LP$26.5M1
321SIGNATUREFD, LLC$26.4M1
322Merit Financial Group, LLC$26.3M1
323GODSEY & GIBB, INC$26.3M1
324Cresset Asset Management, LLC$26.0M1
325Verition Fund Management LLC$26.0M1
326Arbejdsmarkedets Tillaegspension$25.8M1
327LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$25.7M1
328Vestmark Advisory Solutions, Inc.$25.6M1
329Badgley Phelps Wealth Managers, LLC$25.6M1
330Lido Advisors, LLC$25.6M1
331Henshaw Capital LLC$25.5M1
332SHEETS SMITH WEALTH MANAGEMENT$25.2M1
333Southeast Asset Advisors, LLC$24.6M1
334Midwest Trust Co$24.5M1
335BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.4M1
336Orion Porfolio Solutions, LLC$24.4M1
337Stack Financial Management, Inc$24.2M1
338Atria Investments, Inc$24.0M1
339GW HENSSLER & ASSOCIATES LTD$24.0M1
340STANSBERRY ASSET MANAGEMENT, LLC$23.9M1
341Harvest Portfolios Group Inc.$23.7M1
342BRADLEY FOSTER & SARGENT INC/CT$23.7M1
343SUMITOMO MITSUI FINANCIAL GROUP, INC.$23.7M1
344WORLDQUANT MILLENNIUM ADVISORS LLC$23.6M1
345National Mutual Insurance Federation of Agricultural Cooperatives$23.5M1
346Voleon Capital Management LP$23.3M1
347Empire Life Investments Inc.$23.2M1
348TWO SIGMA INVESTMENTS, LP$23.1M1
349ELEVATION POINT WEALTH PARTNERS, LLC$23.1M1
350LMCG INVESTMENTS, LLC$23.0M1
351STEPHENS INC /AR/$22.7M1
352EXCHANGE TRADED CONCEPTS, LLC$22.5M1
353MARTINGALE ASSET MANAGEMENT L P$22.4M1
354RiverFront Investment Group, LLC$22.3M1
355Cannell & Spears LLC$22.2M1
356IEQ CAPITAL, LLC$22.1M1
357D.A. DAVIDSON & CO.$21.9M1
358SAPIENT CAPITAL LLC$21.6M1
359WELCH & FORBES LLC$21.4M1
360Equitable Holdings, Inc.$21.3M1
361UMB Bank, n.a.$21.2M1
362Generali Asset Management SPA SGR$21.2M1
363Sequoia Financial Advisors, LLC$20.9M1
364Welch Group, LLC$20.8M1
365Chesley Taft & Associates LLC$20.8M1
366MEYER HANDELMAN CO$20.8M1
367Meiji Yasuda Asset Management Co Ltd.$20.7M1
368ASSOCIATED BANC-CORP$20.5M1
369SouthState Bank Corp$20.4M1
370Norinchukin Bank, The$20.0M1
371INTECH INVESTMENT MANAGEMENT LLC$20.0M1
372ABN AMRO INVESTMENT SOLUTIONS$20.0M1
373MOODY LYNN LIEBERSON & WALKER, LLC$19.6M1
374SBI Securities Co., Ltd.$19.1M1
375CHOREO, LLC$19.1M1
376FORBES J M & CO LLP$19.1M1
377Artemis Investment Management LLP$19.0M1
378KESTRA PRIVATE WEALTH SERVICES, LLC$18.9M1
379FIRST CITIZENS BANK & TRUST CO$18.8M1
380Castle Rock Wealth Management, LLC$18.7M1
381MARCO INVESTMENT MANAGEMENT LLC$18.3M1
382Asset Advisors Investment Management, LLC$18.2M1
383Independent Advisor Alliance$18.2M1
384TOCQUEVILLE ASSET MANAGEMENT L.P.$17.8M1
385MIZUHO SECURITIES USA LLC$17.8M1
386Rafferty Asset Management, LLC$17.6M1
387Carnegie Investment Counsel$17.5M1
388Steigerwald, Gordon & Koch Inc.$17.3M1
389U.S. Capital Wealth Advisors, LLC$17.3M1
390SHELTON CAPITAL MANAGEMENT$17.3M1
391Envestnet Portfolio Solutions, Inc.$17.1M1
392Bridgewater Associates, LP$17.1M1
393FIDUCIARY TRUST CO$16.9M1
394LEVIN CAPITAL STRATEGIES, L.P.$16.9M1
395RBO & CO LLC$16.9M1
396HARTFORD INVESTMENT MANAGEMENT CO$16.8M1
397OpenArc Corporate Advisory, LLC$16.7M1
398ATALANTA SOSNOFF CAPITAL, LLC$16.7M1
399Clearstead Advisors, LLC$16.6M1
400INTACT INVESTMENT MANAGEMENT INC.$16.2M1
401SageGuard Financial Group, LLC$16.1M1
402BANQUE PICTET & CIE SA$16.0M1
403Banque Cantonale Vaudoise$15.9M1
404Van Hulzen Asset Management, LLC$15.8M1
405WHITTIER TRUST CO$15.7M1
406Galvin, Gaustad & Stein, LLC$15.4M1
407WATERS PARKERSON & CO., LLC$15.2M1
408HOWE & RUSLING INC$15.2M1
409Choate Investment Advisors$15.2M1
410EASTERN BANK$15.2M1
411Mesirow Financial Investment Management, Inc.$15.0M1
412Maryland State Retirement & Pension System$14.9M1
413SCHWERIN BOYLE CAPITAL MANAGEMENT INC$14.8M1
414Connor, Clark & Lunn Investment Management Ltd.$14.4M1
415Advocacy Wealth Management, LLC$14.3M1
416CONNORS INVESTOR SERVICES INC$14.2M1
417Vident Advisory, LLC$14.1M1
418Canada Post Corp Registered Pension Plan$14.1M1
419SteelPeak Wealth, LLC$14.0M1
420KANAWHA CAPITAL MANAGEMENT LLC$13.9M1
421AMG National Trust Bank$13.8M1
422Modera Wealth Management, LLC$13.7M1
423JANE STREET GROUP, LLC$13.5M1
424KMG FIDUCIARY PARTNERS, LLC$13.5M1
425Wealthspire Advisors, LLC$13.5M1
426NIXON PEABODY TRUST CO$13.5M1
427Patten Group, Inc.$13.4M1
428Buck Wealth Strategies, LLC$13.3M1
429PINNACLE ASSOCIATES LTD$13.2M1
430Lombard Odier Asset Management (Switzerland) SA$13.2M1
431Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust$13.2M1
432Avantax Planning Partners, Inc.$13.2M1
433Marble Harbor Investment Counsel, LLC$13.1M1
434Kintegral Advisory, LLC$13.1M1
435BEESE FULMER INVESTMENT MANAGEMENT, INC.$13.1M1
436Systematic Alpha Investments, LLC$13.1M1
437PATTEN & PATTEN INC/TN$13.1M1
438World Investment Advisors$13.0M1
439Metis Global Partners, LLC$13.0M1
440NICOLA WEALTH MANAGEMENT LTD.$12.9M1
441Northside Capital Management, LLC$12.9M1
442Bleakley Financial Group, LLC$12.8M1
443AXXCESS WEALTH MANAGEMENT, LLC$12.8M1
444CAISSE DES DEPOTS ET CONSIGNATIONS$12.8M1
445LONDON CO OF VIRGINIA$12.7M1
446UNITED CAPITAL FINANCIAL ADVISORS, LLC$12.7M1
447Wilmington Savings Fund Society, FSB$12.7M1
448Richard C. Young & CO., LTD.$12.5M1
449AG2R LA MONDIALE GESTION D'ACTIFS$12.5M1
450ExodusPoint Capital Management, LP$12.3M1
451DIVERSIFY WEALTH MANAGEMENT, LLC$12.2M1
452FIRST NATIONAL TRUST CO$12.1M1
453MASTERINVEST Kapitalanlage GmbH$12.0M1
454Sterling Capital Management LLC$11.9M1
455Azimuth Capital Investment Management LLC$11.9M1
456GATEWAY INVESTMENT ADVISERS LLC$11.7M1
457HUTNER CAPITAL MANAGEMENT INC$11.7M1
458E. Ohman J:or Asset Management AB$11.6M1
459KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$11.5M1
460Bryn Mawr Trust Advisors, LLC$11.5M1
461ROCKLAND TRUST CO$11.5M1
462SOROS FUND MANAGEMENT LLC$11.5M1
463NICOLET BANKSHARES INC$11.4M1
464American Assets Investment Management, LLC$11.4M1
465Bedell Frazier Investment Counselling, LLC$11.4M1
466BAILARD, INC.$11.4M1
467HS Management Partners, LLC$11.4M1
468BERKSHIRE ASSET MANAGEMENT LLC/PA$11.3M1
469AE Wealth Management LLC$11.3M1
470CENTRAL TRUST Co$11.2M1
471ALPS ADVISORS INC$11.2M1
472ADELL HARRIMAN & CARPENTER INC$11.1M1
473SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$11.0M1
474Sowell Financial Services LLC$11.0M1
475ADAMS DIVERSIFIED EQUITY FUND, INC.$11.0M1
476Kingsview Wealth Management, LLC$10.9M1
477LBP AM SA$10.9M1
478TOKIO MARINE ASSET MANAGEMENT CO LTD$10.8M1
479Synergy Asset Management, LLC$10.8M1
480TECTONIC ADVISORS LLC$10.7M1
481TOWER BRIDGE ADVISORS$10.7M1
482Plato Investment Management Ltd$10.6M1
483HENNESSY ADVISORS INC$10.6M1
484GRIFFIN ASSET MANAGEMENT, INC.$10.6M1
485PRINCIPAL SECURITIES, INC.$10.6M1
486CAPITAL INTERNATIONAL LTD /CA/$10.6M1
487Cornerstone Wealth Management, LLC$10.5M1
488Apollon Wealth Management, LLC$10.5M1
489Capital International Sarl$10.5M1
490JAMISON PRIVATE WEALTH MANAGEMENT, INC.$10.5M1
491Sky Investment Group LLC$10.5M1
492Ramsay, Stattman, Vela & Price, Inc.$10.4M1
493QUADRANT CAPITAL GROUP LLC$10.4M1
494Laird Norton Wetherby Trust Company, LLC$10.3M1
495Evercore Wealth Management, LLC$10.2M1
496Northwest & Ethical Investments L.P.$10.2M1
497WESTFIELD CAPITAL MANAGEMENT CO LP$10.2M1
498Pallas Capital Advisors LLC$10.2M1
499GUYASUTA INVESTMENT ADVISORS INC$10.2M1
500Americana Partners, LLC$10.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)10 buy / 5 sell
Congress net ($ bound)−$37.0K to $215K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on KO

RETAINED WINDOW · ACTIVE HITS
Signal hits naming KO
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits
COMMITTEEa disclosed trade in an issuer whose sector falls within a committee the member sat on as of the trade date (versioned mapping; membership dated) — context only: no legal, ethical, or causal conflict is established or implied2 hits

Every rule, with its definition →

Planned modules for KO · financials and macro

Financials — as filed PLANNED

KO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: KO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing