Institutional Ownership Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO). We have compiled data on the 3,355 institutions that hold shares in the stock, with a total of 3.03 Billion shares, which have been reported (via 13F filing form) to have a value of $213 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Walter & Keenan Wealth Management LLC
|
Jul 15, 2024 Q2 2024 |
40,163
shares
|
$2.83 Million
0.82% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Portside Wealth Group, LLC
Provo, UT |
Jul 18, 2024 Q2 2024 |
40,151
shares
|
$2.83 Million
0.49% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
40,141
shares
|
$2.83 Million
0.49% of portfolio
|
Q2 2024
Added 7.39%
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
40,139
shares
|
$2.83 Million
0.61% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
40,108
shares
|
$2.82 Million
0.68% of portfolio
|
Q2 2022
Reduced 3.23%
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
40,083
shares
|
$2.82 Million
0.16% of portfolio
|
Q3 2022
Added 11.47%
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
40,022
shares
|
$2.82 Million
0.63% of portfolio
|
Q3 2024
Added 3.79%
|
|
Crestline Management, LP
Fort Worth, TX |
Aug 13, 2024 Q2 2024 |
40,004
shares
|
$2.82 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
39,992
shares
|
$2.82 Million
0.1% of portfolio
|
Q2 2024
Added 14.29%
|
|
Verity & Verity, LLC
Beaufort, SC |
Sep 16, 2024 Q2 2024 |
39,948
shares
|
$2.81 Million
0.29% of portfolio
|
Q2 2024
Added 0.37%
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
39,794
shares
|
$2.8 Million
0.06% of portfolio
|
Q3 2024
Added 2.38%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
39,784
shares
|
$2.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 66.64%
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 13, 2024 Q2 2024 |
39,710
shares
|
$2.8 Million
0.55% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
39,657
shares
|
$2.79 Million
0.68% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
St. Johns Investment Management Company, LLC
|
Jul 25, 2024 Q2 2024 |
39,562
shares
|
$2.79 Million
1.2% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
39,556
shares
|
$2.79 Million
1.04% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
39,548
shares
|
$2.78 Million
1.33% of portfolio
|
Q1 2022
Added 40.5%
|
|
First National Bank Of Omaha
Omaha, NE |
Aug 15, 2024 Q2 2024 |
39,539
shares
|
$2.78 Million
0.18% of portfolio
|
Q2 2024
Reduced 33.29%
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
39,390
shares
|
$2.77 Million
0.53% of portfolio
|
Q2 2024
Added 1.43%
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
39,030
shares
|
$2.75 Million
0.45% of portfolio
|
Q3 2024
Reduced 20.07%
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
39,029
shares
|
$2.75 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
38,888
shares
|
$2.74 Million
0.49% of portfolio
|
Q2 2024
Reduced 8.42%
|
|
Boston Trust Walden Corp
|
Jul 19, 2024 Q2 2024 |
38,793
shares
|
$2.73 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
38,487
shares
|
$2.71 Million
0.04% of portfolio
|
Q2 2024
Added 1.84%
|
|
Jag Capital Management, LLC
|
Jul 30, 2024 Q2 2024 |
38,483
shares
|
$2.71 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.22%
|