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 3,367 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 $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Campbell Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
40,354
shares
|
$2.66 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
40,306
shares
|
$2.66 Million
0.09% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
40,247
shares
|
$2.65 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
|
$2.65 Million
0.11% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
40,221
shares
|
$2.65 Million
0.17% of portfolio
|
Q2 2024
Reduced 20.75%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
40,200
shares
|
$2.65 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jul 18, 2024 Q2 2024 |
40,151
shares
|
$2.65 Million
0.49% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
40,141
shares
|
$2.65 Million
0.49% of portfolio
|
Q2 2024
Added 7.39%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
40,139
shares
|
$2.65 Million
0.61% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
40,108
shares
|
$2.64 Million
0.68% of portfolio
|
Q2 2022
Reduced 3.23%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
40,083
shares
|
$2.64 Million
0.16% of portfolio
|
Q3 2022
Added 11.47%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
40,022
shares
|
$2.64 Million
0.63% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
40,005
shares
|
$2.64 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Aug 13, 2024 Q2 2024 |
40,004
shares
|
$2.64 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
39,992
shares
|
$2.64 Million
0.1% of portfolio
|
Q2 2024
Added 14.29%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Sep 16, 2024 Q2 2024 |
39,948
shares
|
$2.63 Million
0.29% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
39,886
shares
|
$2.63 Million
0.39% of portfolio
|
Q3 2024
Reduced 31.74%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
39,794
shares
|
$2.62 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
|
$2.62 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
|
$2.62 Million
0.55% of portfolio
|
Q2 2024
Reduced 3.24%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
39,657
shares
|
$2.61 Million
0.68% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
39,556
shares
|
$2.61 Million
1.04% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
39,548
shares
|
$2.61 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
|
$2.61 Million
0.18% of portfolio
|
Q2 2024
Reduced 33.29%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
39,390
shares
|
$2.6 Million
0.53% of portfolio
|
Q2 2024
Added 1.43%
|