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 3,441 institutions that hold shares in the stock, with a total of 2.98 Billion shares, which have been reported (via 13F filing form) to have a value of $184 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
40,552
shares
|
$2.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
40,426
shares
|
$2.49 Million
0.2% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
40,419
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
40,363
shares
|
$2.49 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Campbell Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
40,354
shares
|
$2.49 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
40,247
shares
|
$2.48 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
40,223
shares
|
$2.48 Million
0.11% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
40,203
shares
|
$2.48 Million
0.49% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
40,200
shares
|
$2.48 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
40,186
shares
|
$2.48 Million
0.63% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
40,108
shares
|
$2.48 Million
0.68% of portfolio
|
Q2 2022
Reduced 3.23%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
40,083
shares
|
$2.47 Million
0.16% of portfolio
|
Q3 2022
Added 11.47%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
40,022
shares
|
$2.47 Million
0.63% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
40,005
shares
|
$2.47 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
39,886
shares
|
$2.46 Million
0.39% of portfolio
|
Q3 2024
Reduced 31.74%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
39,794
shares
|
$2.46 Million
0.06% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
39,657
shares
|
$2.45 Million
0.68% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
39,584
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
39,558
shares
|
$2.44 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
39,556
shares
|
$2.44 Million
1.04% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
39,548
shares
|
$2.44 Million
1.33% of portfolio
|
Q1 2022
Added 40.5%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
39,406
shares
|
$2.43 Million
0.7% of portfolio
|
Q3 2024
Reduced 19.08%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
39,344
shares
|
$2.43 Million
0.08% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
39,326
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
39,255
shares
|
$2.42 Million
0.34% of portfolio
|
Q3 2024
Added 2.01%
|