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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 8,575 | $524.6K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,519 | $524.8K | 0.08% | +329+4.0% | Added |
| RMR Capital Management, LLC | 8,579 | $524.9K | 0.52% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8,585 | $525.2K | 0.25% | −1,486−14.8% | Reduced |
| Horst & Graben Wealth Management LLC | 8,609 | $526.7K | 0.11% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 8,615 | $527.0K | 0.19% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 8,620 | $527.4K | 0.07% | +10+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 8,572 | $528.4K | 0.13% | −660−7.1% | Reduced |
| Cornerstone Capital, Inc. | 8,640 | $528.6K | 0.05% | −995−10.3% | Reduced |
| Lantz Financial LLC | 8,646 | $528.9K | 0.17% | −1,227−12.4% | Reduced |
| Sar Wealth Management Group, LLC | 8,649 | $529.1K | 0.48% | +42+0.5% | Added |
| Cypress Wealth Services, LLC | 8,665 | $530.1K | 0.12% | −822−8.7% | Reduced |
| New Century Financial Group, LLC | 8,677 | $530.9K | 0.37% | −1,449−14.3% | Reduced |
| Acorn Financial Advisory Services Inc | 8,681 | $531.1K | 0.10% | −2,470−22.2% | Reduced |
| Fagan Associates, Inc. | 8,696 | $532.0K | 0.10% | 00.0% | Unchanged |
| Firestone Capital Management | 8,701 | $532.3K | 0.15% | 00.0% | Unchanged |
| Geller Advisors LLC | 8,640 | $532.8K | 0.04% | +782+10.0% | Added |
| Lazard Freres Gestion S.A.S. | 8,775 | $536.0K | 0.01% | +605+7.4% | Added |
| Ellis Investment Partners, LLC | 8,782 | $537.3K | 0.12% | +600+7.3% | Added |
| Circle Wealth Management, LLC | 8,787 | $537.6K | 0.01% | −534−5.7% | Reduced |
| Round Rock Advisors, LLC | 8,789 | $537.7K | 0.13% | −118−1.3% | Reduced |
| Liberty Wealth Management LLC | 8,803 | $539.0K | 0.11% | +1,286+17.1% | Added |
| Crescent Grove Advisors, LLC | 8,765 | $540.5K | 0.06% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 8,848 | $541.3K | 0.34% | −194−2.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,870 | $542.7K | 0.11% | −615−6.5% | Reduced |
| FNY Investment Advisers, LLC | 8,905 | $544.0K | 0.35% | +8,905 | New |
| Cambridge Advisors Inc. | 8,899 | $544.4K | 0.13% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 8,911 | $545.2K | 0.19% | +2,129+31.4% | Added |
| Beacon Financial Advisory LLC | 8,919 | $545.7K | 0.27% | +167+1.9% | Added |
| Investors Research Corp | 8,923 | $545.9K | 0.13% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 8,934 | $546.6K | 0.26% | +231+2.7% | Added |
| Red Door Wealth Management, LLC | 8,937 | $546.7K | 0.11% | −623−6.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,960 | $548.2K | 0.24% | +214+2.4% | Added |
| Vicus Capital | 8,979 | $549.3K | 0.05% | +3,576+66.2% | Added |
| Burns Matteson Capital Management, LLC | 8,985 | $549.7K | 0.36% | −1,270−12.4% | Reduced |
| Lodestone Wealth Management LLC | 9,000 | $550.6K | 0.29% | +285+3.3% | Added |
| Stockman Wealth Management, Inc. | 9,013 | $551.4K | 0.10% | −598−6.2% | Reduced |
| Prentice Wealth Management LLC | 9,029 | $552.4K | 0.19% | +570+6.7% | Added |
| Quent Capital, LLC | 9,090 | $556.1K | 0.07% | +347+4.0% | Added |
| Accredited Investors Inc. | 9,095 | $556.5K | 0.04% | +395+4.5% | Added |
| Conscious Wealth Investments, LLC | 9,587 | $556.6K | 0.42% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 9,106 | $557.1K | 0.23% | +135+1.5% | Added |
| Marshall Financial Group LLC | 9,127 | $558.4K | 0.16% | +591+6.9% | Added |
| Harbor Advisory Corp | 9,130 | $558.6K | 0.19% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 9,147 | $559.6K | 0.07% | +1,038+12.8% | Added |
| 9258 Wealth Management, LLC | 9,165 | $560.7K | 0.09% | +30.0% | Added |
| Abundance Wealth Counselors | 9,167 | $561.0K | 0.13% | −2,436−21.0% | Reduced |
| Tucker Asset Management LLC | 9,173 | $561.2K | 0.13% | −3,230−26.0% | Reduced |
| Aldebaran Financial Inc. | 9,207 | $563.3K | 0.84% | −105−1.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,270 | $567.1K | 0.23% | −74−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 9,274 | $567.4K | 0.01% | −71,312−88.5% | Reduced |
| Dividend Assets Capital, LLC | 9,287 | $568.0K | 0.12% | +200+2.2% | Added |
| Van Cleef Asset Management,Inc | 9,310 | $569.6K | 0.07% | −200−2.1% | Reduced |
| Proficio Capital Partners LLC | 9,328 | $570.7K | 0.06% | +535+6.1% | Added |
| Stanley-Laman Group, Ltd. | 9,330 | $570.8K | 0.08% | −100−1.1% | Reduced |
| Financial Network Wealth Advisors LLC | 9,343 | $571.6K | 0.57% | −91−1.0% | Reduced |
| Hemenway Trust Co LLC | 9,354 | $572.3K | 0.05% | 00.0% | Unchanged |
| First United Bank Trust | 9,356 | $572.4K | 0.21% | −111−1.2% | Reduced |
| Jeppson Wealth Management, LLC | 9,372 | $573.4K | 0.22% | −440−4.5% | Reduced |
| Crescent Sterling, Ltd. | 9,387 | $574.3K | 0.52% | −291−3.0% | Reduced |
| Clarus Group, Inc. | 9,426 | $576.7K | 0.40% | −157−1.6% | Reduced |
| Indie Asset Partners, LLC | 9,446 | $577.9K | 0.51% | +71+0.8% | Added |
| Sound Financial Strategies Group, LLC | 9,460 | $578.8K | 0.48% | +30.0% | Added |
| Sierra Capital LLC | 9,470 | $579.0K | 0.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 9,483 | $580.0K | 0.05% | +154+1.7% | Added |
| GDS Wealth Management | 9,489 | $580.5K | 0.07% | −587−5.8% | Reduced |
| River Wealth Advisors LLC | 9,505 | $581.5K | 0.08% | −100−1.0% | Reduced |
| Roman Butler Fullerton & Co | 9,617 | $582.3K | 0.22% | −162−1.7% | Reduced |
| Baldwin Investment Management, LLC | 9,520 | $582.4K | 0.08% | −265−2.7% | Reduced |
| Fortress Wealth Group, LLC | 9,268 | $582.8K | 0.31% | −471−4.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 9,555 | $584.6K | 0.29% | +650+7.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,571 | $585.6K | 0.07% | 00.0% | Unchanged |
| Kidder Stephen W | 9,580 | $586.1K | 0.19% | −800−7.7% | Reduced |
| Alera Investment Advisors, LLC | 9,604 | $587.6K | 0.08% | +337+3.6% | Added |
| Moss Adams Wealth Advisors LLC | 9,547 | $588.2K | 0.09% | +4,581+92.2% | Added |
| Ti-Trust, Inc | 9,628 | $589.0K | 0.43% | +785+8.9% | Added |
| Cross Staff Investments Inc | 9,649 | $590.3K | 0.50% | −650−6.3% | Reduced |
| Delap Wealth Advisory, LLC | 9,652 | $590.5K | 0.24% | +9,652 | New |
| SFMG, LLC | 9,659 | $590.9K | 0.05% | −1,346−12.2% | Reduced |
| Goelzer Investment Management, Inc. | 9,659 | $590.9K | 0.03% | −22−0.2% | Reduced |
| Northern Oak Wealth Management Inc | 9,684 | $592.5K | 0.07% | −339−3.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,687 | $592.6K | 0.06% | −465−4.6% | Reduced |
| Ferguson Shapiro LLC | 9,689 | $592.8K | 0.27% | −45−0.5% | Reduced |
| Prestige Wealth Management Group LLC | 9,609 | $593.0K | 0.13% | −838−8.0% | Reduced |
| Laidlaw Wealth Management LLC | 9,698 | $593.3K | 0.33% | −2,568−20.9% | Reduced |
| Maple Capital Management, Inc. | 9,703 | $593.6K | 0.05% | −594−5.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,702 | $594.0K | 0.03% | −98−1.0% | Reduced |
| Drive Wealth Management, LLC | 9,673 | $596.5K | 0.17% | −133−1.4% | Reduced |
| Enterprise Financial Services Corp | 9,755 | $596.8K | 0.36% | −2,353−19.4% | Reduced |
| Richwood Investment Advisors, LLC | 9,757 | $597.0K | 0.53% | +149+1.6% | Added |
| Tarbox Family Office, Inc. | 9,769 | $597.7K | 0.11% | +2,372+32.1% | Added |
| Councilmark Asset Management, LLC | 9,776 | $598.1K | 0.43% | +9,776 | New |
| IFG Advisors, LLC | 9,787 | $598.7K | 0.15% | 00.0% | Unchanged |
| Alta Advisers Ltd | 9,800 | $599.6K | 0.30% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 9,805 | $599.9K | 0.10% | +362+3.8% | Added |
| Dominguez Wealth Management Solutions, Inc. | 9,809 | $600.1K | 0.47% | −467−4.5% | Reduced |
| Embree Financial Group | 9,815 | $600.5K | 0.12% | +131+1.4% | Added |
| OneAscent Financial Services LLC | 9,749 | $601.0K | 0.07% | −205−2.1% | Reduced |
| Sittner & Nelson, LLC | 9,834 | $601.6K | 0.30% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 9,837 | $601.8K | 0.32% | +110+1.1% | Added |