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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 9,869 | $603.8K | 0.07% | −1,215−11.0% | Reduced |
| Onefund, LLC | 10,015 | $607.7K | 0.73% | −274−2.7% | Reduced |
| Archer Investment Corp | 9,941 | $608.2K | 0.18% | −3,814−27.7% | Reduced |
| Taylor Hoffman Wealth Management | 9,950 | $608.7K | 0.26% | −326−3.2% | Reduced |
| Regimen Wealth, LLC | 9,953 | $608.9K | 0.21% | −1,792−15.3% | Reduced |
| Gibson Wealth Advisors LLC | 10,000 | $611.8K | 0.59% | +10,000 | New |
| BCU Wealth Advisors, LLC | 10,020 | $613.0K | 0.52% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,031 | $614.0K | 0.31% | −313−3.0% | Reduced |
| Aveo Capital Partners, LLC | 9,894 | $615.1K | 0.07% | +185+1.9% | Added |
| Elk River Wealth Management, LLC | 9,980 | $615.4K | 0.13% | −858−7.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,096 | $617.7K | 0.10% | −191−1.9% | Reduced |
| Firethorn Wealth Partners, LLC | 10,097 | $617.7K | 0.36% | +1,136+12.7% | Added |
| Finer Wealth Management, Inc. | 10,101 | $618.0K | 0.41% | 00.0% | Unchanged |
| DAGCO, Inc. | 10,121 | $619.2K | 0.28% | +9,240+1,048.8% | Added |
| Cubic Asset Management, LLC | 10,124 | $619.4K | 0.15% | −60−0.6% | Reduced |
| MQS Management LLC | 10,134 | $620.0K | 0.36% | −9,838−49.3% | Reduced |
| Eudaimonia Advisors LLC | 10,154 | $621.2K | 0.33% | −319−3.0% | Reduced |
| Spinnaker Investment Group, LLC | 10,185 | $623.1K | 0.18% | 00.0% | Unchanged |
| Viawealth, LLC | 10,203 | $624.2K | 0.39% | +725+7.6% | Added |
| Bangor Savings Bank | 10,205 | $624.3K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10,212 | $624.8K | 0.03% | 00.0% | Unchanged |
| Owen LaRue, LLC | 10,213 | $624.8K | 0.39% | −474−4.4% | Reduced |
| Cullen Capital Management LLC | 10,219 | $625.2K | 0.01% | +1,650+19.3% | Added |
| Wellington Wealth Strategies, LLC. | 10,227 | $625.7K | 0.30% | +10,227 | New |
| Fiduciary Family Office, LLC | 10,279 | $628.9K | 0.25% | +2,630+34.4% | Added |
| Corundum Group, Inc. | 10,282 | $629.1K | 0.30% | −212−2.0% | Reduced |
| Journey Advisory Group, LLC | 10,289 | $629.5K | 0.08% | −348−3.3% | Reduced |
| Argent Capital Management LLC | 10,310 | $630.8K | 0.02% | 00.0% | Unchanged |
| King Wealth | 10,319 | $631.0K | 0.11% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 10,047 | $631.0K | 0.37% | +313+3.2% | Added |
| Proathlete Wealth Management LLC | 10,352 | $633.4K | 0.34% | −288−2.7% | Reduced |
| Diversified, LLC | 10,360 | $633.8K | 0.09% | +2,158+26.3% | Added |
| Willis Investment Counsel | 10,397 | $636.1K | 0.04% | +265+2.6% | Added |
| Hartford Financial Management Inc. | 10,408 | $636.8K | 0.13% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 10,408 | $636.8K | 0.46% | +2,065+24.8% | Added |
| Grant/GrossMendelsohn, LLC | 10,665 | $636.9K | 0.30% | +66+0.6% | Added |
| Elgethun Capital Management | 10,485 | $638.0K | 0.16% | +710+7.3% | Added |
| Compass Ion Advisors, LLC | 10,430 | $638.1K | 0.09% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 10,446 | $639.1K | 0.02% | −621−5.6% | Reduced |
| Schrum Private Wealth Management LLC | 10,461 | $640.0K | 0.58% | +2,057+24.5% | Added |
| Gilman Hill Asset Management, LLC | 10,504 | $642.6K | 0.12% | +1,415+15.6% | Added |
| HCR Wealth Advisors | 10,525 | $644.0K | 0.10% | −2,292−17.9% | Reduced |
| Donoghue Forlines LLC | 10,537 | $644.7K | 0.18% | +120+1.2% | Added |
| Gray Wealth Management Inc. | 10,561 | $646.2K | 0.29% | −430−3.9% | Reduced |
| McDonald Partners LLC | 10,567 | $646.5K | 0.18% | −800−7.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,589 | $647.8K | 0.02% | +105+1.0% | Added |
| Pinnacle Holdings, LLC | 10,623 | $649.9K | 0.26% | −785−6.9% | Reduced |
| L & S Advisors Inc | 10,649 | $651.5K | 0.07% | −179−1.7% | Reduced |
| Financial Management Professionals, Inc. | 10,670 | $653.0K | 0.10% | +1,321+14.1% | Added |
| N.E.W. Advisory Services LLC | 10,675 | $653.1K | 0.07% | −285−2.6% | Reduced |
| Advus Financial Partners, LLC | 10,679 | $653.3K | 0.20% | +24+0.2% | Added |
| Brandywine Trust Co | 10,682 | $653.5K | 0.11% | 00.0% | Unchanged |
| MJP Associates Inc | 10,694 | $654.2K | 0.14% | +2,750+34.6% | Added |
| Meridian Investment Counsel Inc. | 10,737 | $656.9K | 0.22% | +152+1.4% | Added |
| Highline Wealth Partners LLC | 10,743 | $657.3K | 0.27% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10,762 | $658.4K | 0.07% | −838−7.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,790 | $660.0K | 0.52% | +300+2.9% | Added |
| Monument Group Wealth Advisors, LLC | 10,811 | $661.4K | 0.49% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 10,817 | $661.8K | 0.67% | +10,817 | New |
| Zhang Financial LLC | 10,823 | $662.2K | 0.05% | 00.0% | Unchanged |
| McAdam, LLC | 10,834 | $662.8K | 0.04% | +417+4.0% | Added |
| Mountain Pacific Investment Advisers Inc | 10,844 | $663.4K | 0.04% | −200−1.8% | Reduced |
| BCS Wealth Management | 10,861 | $664.0K | 0.21% | −329−2.9% | Reduced |
| Woodward Diversified Capital, LLC | 10,853 | $664.0K | 0.41% | +551+5.3% | Added |
| WoodTrust Financial Corp | 10,864 | $664.0K | 0.11% | +1,108+11.4% | Added |
| Cim Investment Mangement Inc | 10,879 | $665.6K | 0.20% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 10,886 | $666.0K | 0.11% | −138−1.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,836 | $668.0K | 0.04% | +521+5.1% | Added |
| Ashford Capital Management Inc | 10,926 | $668.5K | 0.09% | −99−0.9% | Reduced |
| First Heartland Consultants, Inc. | 10,945 | $670.0K | 0.07% | −389−3.4% | Reduced |
| TRUE Private Wealth Advisors | 10,972 | $670.5K | 0.08% | +5,655+106.4% | Added |
| Orser Capital Management, LLC | 10,968 | $671.0K | 0.66% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 10,982 | $671.9K | 0.37% | −10.0% | Reduced |
| Wills Financial Group, Inc. | 10,990 | $672.4K | 0.32% | +10.0% | Added |
| Larson Financial Group LLC | 10,996 | $672.7K | 0.05% | −1,355−11.0% | Reduced |
| Private Portfolio Partners LLC | 11,074 | $677.5K | 0.14% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 11,110 | $679.7K | 0.50% | −200−1.8% | Reduced |
| WealthTrust Axiom LLC | 11,116 | $680.0K | 0.22% | −913−7.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 11,131 | $681.0K | 0.38% | −354−3.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,132 | $681.1K | 0.17% | +395+3.7% | Added |
| Angeles Wealth Management, LLC | 11,149 | $682.1K | 0.07% | +265+2.4% | Added |
| Dover Advisors, LLC | 11,180 | $684.0K | 0.47% | +11,180 | New |
| J. W. Coons Advisors, LLC | 11,198 | $685.1K | 0.15% | +300+2.8% | Added |
| Cowa, LLC | 11,220 | $686.5K | 0.40% | −52−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 11,254 | $688.5K | 0.16% | +4,233+60.3% | Added |
| WNY Asset Management, LLC | 11,311 | $692.0K | 0.11% | −50−0.4% | Reduced |
| Banco BTG Pactual S.A. | 11,359 | $694.9K | 0.22% | −1,520−11.8% | Reduced |
| Eastern Bank | 11,365 | $695.3K | 0.03% | −1,244−9.9% | Reduced |
| SRB Corp | 11,373 | $695.8K | 0.04% | +2,490+28.0% | Added |
| BlueChip Wealth Advisors LLC | 11,375 | $695.9K | 0.45% | −2,700−19.2% | Reduced |
| Northstar Asset Management LLC | 11,385 | $696.5K | 0.17% | +250+2.2% | Added |
| Fielder Capital Group LLC | 11,393 | $697.0K | 0.31% | +20+0.2% | Added |
| OMC Financial Services LTD | 11,419 | $699.0K | 0.36% | +11,419 | New |
| Norris Perne & French LLP | 11,430 | $699.3K | 0.05% | +586+5.4% | Added |
| Cooper Financial Group | 11,471 | $701.8K | 0.12% | +50.0% | Added |
| China Universal Asset Management Co., Ltd. | 11,409 | $702.5K | 0.09% | −31,003−73.1% | Reduced |
| Mango Five Family, Inc. | 11,523 | $705.0K | 0.23% | −1,000−8.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 11,555 | $706.9K | 0.05% | −769−6.2% | Reduced |
| Connecticut Wealth Management, LLC | 11,564 | $707.5K | 0.04% | +429+3.9% | Added |
| Keudell/Morrison Wealth Management | 11,591 | $709.1K | 0.21% | +250+2.2% | Added |