Coca Cola Co
KO- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000021344
In the last 90 days, Coca Cola Co insiders filed 0 open-market purchases and 7 sales; 3,649 institutions reported holding it in 13F filings for Q2 2026, worth $263.1B in total; 6 superinvestors hold it, including Berkshire Hathaway and Maverick Capital.
13F holders, Q1 2024
Institutional positions in Coca Cola Co as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,989
- +29 vs. Q4 2023
- Shares held
- 3.05B
- +35.1M (+1.2%) vs. Q4 2023
- Total value
- $186.4B
- +$8.83B (+5.0%) vs. Q4 2023
- New holders
- 175
- 1,205 more added
- Sold out
- 146
- 1,195 more reduced
40 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,649 | $263.1B |
| Q1 2026 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $185.9B |
| Q4 2021 | 2,737 | $176.9B |
| Q3 2021 | 2,488 | $154.8B |
| Q2 2021 | 2,508 | $158.2B |
| Q1 2021 | 2,491 | $153.3B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AM Squared Ltd | 2 | $122 | 0.00% | −8,598−100.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $184 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $428 | 0.00% | −10−58.8% | Reduced |
| Delos Wealth Advisors, LLC | 8 | $490 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 20 | $1.00K | 0.00% | −40−66.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 21 | $1.28K | 0.00% | +21 | New |
| Tower View Investment Management & Research LLC | 24 | $1.47K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 32 | $1.96K | 0.00% | −31−49.2% | Reduced |
| Timber Creek Capital Management LLC | 52 | $3.18K | 0.00% | −690−93.0% | Reduced |
| Global Assets Advisory, LLC | 301,992 | $4.98K | 0.23% | +301,992 | New |
| Moser Wealth Advisors, LLC | 91 | $5.57K | 0.00% | +91 | New |
| NewSquare Capital LLC | 93 | $5.70K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 101 | $6.28K | 0.01% | −604−85.7% | Reduced |
| FWL Investment Management, LLC | 105 | $6.42K | 0.00% | −47−30.9% | Reduced |
| Caitlin John, LLC | 111 | $6.82K | 0.01% | −307−73.4% | Reduced |
| West Financial Advisors, LLC | 114 | $6.97K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 117 | $7.16K | 0.00% | +27+30.0% | Added |
| BBJS Financial Advisors, LLC | 120 | $7.34K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 124 | $7.59K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 129 | $7.89K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 146 | $8.93K | 0.00% | +99+210.6% | Added |
| Insight Financial Services | 148 | $9.05K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 151 | $9.26K | 0.00% | −319−67.9% | Reduced |
| Cedar Wealth Management, LLC | 152 | $9.30K | 0.00% | −36−19.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 154 | $9.42K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 182 | $11.1K | 0.02% | −17,254−99.0% | Reduced |
| Frank, Rimerman Advisors LLC | 187 | $11.4K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 202 | $11.9K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 198 | $12.1K | 0.00% | −474−70.5% | Reduced |
| Syntax Research, Inc. | 200 | $12.2K | 0.01% | +200 | New |
| Ogorek Anthony Joseph | 213 | $13.0K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 218 | $13.3K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 239 | $14.6K | 0.01% | +239 | New |
| Valued Wealth Advisors LLC | 246 | $15.1K | 0.01% | +72+41.4% | Added |
| HBC Financial Services, PLLC | 280 | $17.0K | 0.01% | −132−32.0% | Reduced |
| Granite FO LLC | 237 | $17.0K | 0.01% | +44+22.8% | Added |
| Criterion Capital Advisors, LLC | 300 | $18.4K | 0.01% | −202−40.2% | Reduced |
| Twin Lakes Capital Management, LLC | 300 | $18.4K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 303 | $18.5K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 316 | $19.0K | 0.01% | −25−7.3% | Reduced |
| Eukles Asset Management | 312 | $19.1K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 325 | $19.9K | 0.99% | −34−9.5% | Reduced |
| Briaud Financial Planning, Inc | 317 | $20.0K | 0.01% | +317 | New |
| Ruedi Wealth Management, Inc. | 336 | $20.6K | 0.01% | +120+55.6% | Added |
| REAP Financial Group, LLC | 338 | $20.7K | 0.01% | −1,966−85.3% | Reduced |
| DecisionPoint Financial, LLC | 350 | $21.6K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 356 | $22.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 377 | $23.0K | 0.00% | +106+39.1% | Added |
| Game Plan Financial Advisors, LLC | 380 | $23.2K | 0.01% | +180+90.0% | Added |
| Bare Financial Services, Inc | 386 | $23.8K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 392 | $24.0K | 0.01% | +287+273.3% | Added |
| IAG Wealth Partners, LLC | 402 | $24.6K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 406 | $24.8K | 0.00% | −29−6.7% | Reduced |
| PrairieView Partners, LLC | 406 | $25.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 419 | $25.6K | 0.00% | +16+4.0% | Added |
| Osterweis Capital Management Inc | 420 | $25.7K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 446 | $27.3K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 450 | $27.5K | 0.01% | +450 | New |
| Redmont Wealth Advisors LLC | 458 | $28.0K | 0.04% | +458 | New |
| Private Wealth Management Group, LLC | 459 | $28.1K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 461 | $28.2K | 0.02% | +164+55.2% | Added |
| Mma Asset Management LLC | 479 | $29.3K | 0.01% | +479 | New |
| WFA Asset Management Corp | 494 | $30.2K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 496 | $30.3K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 525 | $30.9K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 501 | $31.0K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 513 | $31.4K | 0.02% | +513 | New |
| DiNuzzo Private Wealth, Inc. | 523 | $32.0K | 0.00% | +206+65.0% | Added |
| Costello Asset Management, INC | 551 | $33.7K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 557 | $34.1K | 0.01% | −2−0.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 565 | $34.6K | 0.01% | +19+3.5% | Added |
| Red Tortoise LLC | 568 | $34.8K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 574 | $35.4K | 0.02% | +35+6.5% | Added |
| Y.D. More Investments Ltd | 607 | $37.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 622 | $38.1K | 0.01% | −457−42.4% | Reduced |
| Paloma Partners Management Co | 629 | $38.5K | 0.01% | +629 | New |
| J.Safra Asset Management Corp | 636 | $38.9K | 0.00% | +545+598.9% | Added |
| Richardson Capital Management LLC | 650 | $39.8K | 0.03% | +650 | New |
| Retirement Group, LLC | 680 | $41.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 689 | $42.2K | 0.03% | +49+7.7% | Added |
| Mizuho Securities Co. Ltd. | 690 | $42.2K | 0.23% | +410+146.4% | Added |
| DHJJ Financial Advisors, Ltd. | 700 | $42.8K | 0.02% | −12−1.7% | Reduced |
| Dogwood Wealth Management LLC | 727 | $44.5K | 0.03% | −384−34.6% | Reduced |
| Sawyer & Company, Inc | 749 | $45.8K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 760 | $46.5K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 791 | $48.4K | 0.03% | 00.0% | Unchanged |
| nVerses Capital, LLC | 800 | $48.9K | 0.12% | – | – |
| Cranbrook Wealth Management, LLC | 800 | $48.9K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 846 | $51.8K | 0.00% | −242−22.2% | Reduced |
| Your Advocates Ltd., LLP | 848 | $51.9K | 0.02% | −150−15.0% | Reduced |
| Tidemark, LLC | 850 | $52.0K | 0.03% | +409+92.7% | Added |
| Aspire Private Capital, LLC | 852 | $52.1K | 0.01% | +3+0.4% | Added |
| Creekmur Asset Management LLC | 861 | $52.7K | 0.02% | −51−5.6% | Reduced |
| Frazier Financial Advisors, LLC | 870 | $53.3K | 0.04% | +349+67.0% | Added |
| Bear Mountain Capital, Inc. | 915 | $53.5K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 881 | $54.0K | 0.05% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 897 | $54.4K | 0.03% | +50+5.9% | Added |
| Custom Portfolio Group LLC | 884 | $54.5K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 905 | $55.0K | 0.02% | 00.0% | Unchanged |