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 |
|---|---|---|---|---|---|
| QVR LLC | 11,604 | $709.9K | 0.12% | +11,604 | New |
| First National Bank of Mount Dora, Trust Investment Services | 11,605 | $710.0K | 0.17% | +2,020+21.1% | Added |
| Financial Partners Group, LLC | 11,640 | $712.2K | 0.28% | +3,355+40.5% | Added |
| LS Investment Advisors, LLC | 11,651 | $712.8K | 0.11% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,651 | $712.8K | 0.21% | +448+4.0% | Added |
| Icon Wealth Advisors, LLC | 11,685 | $714.9K | 0.07% | +313+2.8% | Added |
| S&CO Inc | 11,725 | $717.0K | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 11,734 | $717.9K | 0.19% | −2,400−17.0% | Reduced |
| MBA Advisors LLC | 11,766 | $719.8K | 0.37% | −760−6.1% | Reduced |
| Plancorp, LLC | 11,782 | $720.8K | 0.03% | −1,518−11.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 11,845 | $724.7K | 0.02% | +505+4.5% | Added |
| Patriot Investment Management Inc. | 11,852 | $725.1K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 11,768 | $725.7K | 0.07% | −69−0.6% | Reduced |
| Delta Financial Group, Inc. | 11,861 | $726.0K | 0.21% | −515−4.2% | Reduced |
| Lakeshore Financial Planning, Inc. | 11,865 | $726.0K | 0.37% | −188−1.6% | Reduced |
| Retirement Income Solutions, Inc | 11,879 | $726.8K | 0.16% | +100+0.8% | Added |
| Premier Path Wealth Partners, LLC | 12,009 | $729.4K | 0.14% | +170+1.4% | Added |
| InTrack Investment Management Inc | 11,940 | $730.5K | 0.54% | −473−3.8% | Reduced |
| Peachtree Investment Partners, LLC | 11,940 | $730.5K | 0.30% | −276−2.3% | Reduced |
| Becker Capital Management Inc | 11,850 | $730.7K | 0.03% | +6,190+109.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,946 | $731.0K | 0.30% | −1,482−11.0% | Reduced |
| Sit Investment Associates Inc | 11,952 | $731.0K | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 11,984 | $733.2K | 0.15% | +11,984 | New |
| Wall Street Access Asset Management, LLC | 11,987 | $733.4K | 0.30% | +2,750+29.8% | Added |
| Virtue Capital Management, LLC | 12,471 | $733.4K | 0.13% | +711+6.0% | Added |
| Gratus Wealth Advisors, LLC | 12,452 | $733.5K | 0.13% | +2,895+30.3% | Added |
| Atwood & Palmer Inc | 12,032 | $736.1K | 0.06% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 12,059 | $738.0K | 1.85% | +1,853+18.2% | Added |
| Nemes Rush Group LLC | 12,066 | $738.2K | 0.11% | −395−3.2% | Reduced |
| Hendershot Investments Inc. | 12,071 | $738.5K | 0.11% | +266+2.3% | Added |
| SevenBridge Financial Group, LLC | 11,883 | $738.8K | 0.17% | −600−4.8% | Reduced |
| Sovereign Financial Group, Inc. | 12,100 | $740.3K | 0.20% | +1,049+9.5% | Added |
| Duncker Streett & Co Inc | 12,105 | $740.6K | 0.15% | +2,600+27.4% | Added |
| Ransom Advisory, Ltd | 12,128 | $742.0K | 0.40% | +12,128 | New |
| Richard W. Paul & Associates, LLC | 12,128 | $742.0K | 0.30% | +125+1.0% | Added |
| Commonwealth Financial Services, LLC | 12,602 | $742.6K | 0.17% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 12,162 | $744.1K | 0.15% | −87−0.7% | Reduced |
| Johnson & White Wealth Management, LLC | 12,179 | $745.0K | 0.54% | +1,357+12.5% | Added |
| Reuter James Wealth Management, LLC | 12,184 | $745.4K | 0.52% | −170−1.4% | Reduced |
| PFG Advisors | 12,188 | $745.7K | 0.05% | −1,673−12.1% | Reduced |
| Essex Investment Management Co LLC | 12,222 | $747.7K | 0.15% | −10−0.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 12,226 | $748.0K | 0.23% | +200+1.7% | Added |
| Monograph Wealth Advisors, LLC | 12,154 | $749.5K | 0.11% | +2,525+26.2% | Added |
| Alhambra Investment Partners LLC | 12,263 | $750.2K | 0.41% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,258 | $750.5K | 0.10% | +234+1.9% | Added |
| Intellectus Partners, LLC | 12,201 | $752.1K | 0.20% | +12,201 | New |
| Weinberger Asset Management, Inc | 12,328 | $754.2K | 0.36% | +13+0.1% | Added |
| AdvisorNet Financial, Inc | 12,329 | $754.3K | 0.07% | −133−1.1% | Reduced |
| Eight 31 Financial LLC | 12,335 | $754.7K | 0.47% | −3,046−19.8% | Reduced |
| Bennett Selby Investments LP | 12,394 | $758.3K | 0.35% | +66+0.5% | Added |
| Cornerstone Management, Inc. | 12,401 | $758.7K | 0.17% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 12,671 | $762.4K | 0.22% | +427+3.5% | Added |
| Colonial River Wealth Management, LLC | 12,466 | $762.7K | 0.43% | −4,778−27.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 12,470 | $762.9K | 0.36% | −226−1.8% | Reduced |
| Marietta Investment Partners LLC | 12,482 | $763.6K | 0.17% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 12,495 | $764.0K | 0.22% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 12,623 | $766.0K | 0.16% | −289−2.2% | Reduced |
| Savoie Capital LLC | 12,523 | $766.2K | 0.11% | +12,523 | New |
| Mount Yale Investment Advisors, LLC | 12,534 | $766.8K | 0.06% | +3,111+33.0% | Added |
| EverSource Wealth Advisors, LLC | 12,419 | $767.1K | 0.06% | +1,722+16.1% | Added |
| Centurion Wealth Management LLC | 12,542 | $767.3K | 0.30% | +1,016+8.8% | Added |
| West Family Investments, Inc. | 12,575 | $769.3K | 0.24% | +368+3.0% | Added |
| Mainsail Financial Group, LLC | 12,595 | $770.6K | 0.53% | +335+2.7% | Added |
| Retirement Guys Formula LLC | 12,612 | $771.6K | 0.38% | +2,317+22.5% | Added |
| Childress Capital Advisors, LLC | 12,630 | $772.7K | 0.22% | −1,713−11.9% | Reduced |
| West Michigan Advisors, LLC | 12,637 | $773.1K | 0.25% | +5,786+84.5% | Added |
| Quotient Wealth Partners, LLC | 12,638 | $773.2K | 0.03% | +3,643+40.5% | Added |
| IVC Wealth Advisors LLC | 12,643 | $773.5K | 0.45% | +468+3.8% | Added |
| Hunter Associates Investment Management LLC | 12,633 | $774.0K | 0.13% | −3,732−22.8% | Reduced |
| Delta Financial Advisors LLC | 12,654 | $774.2K | 0.31% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 12,677 | $775.6K | 0.42% | +85+0.7% | Added |
| Grove Bank & Trust | 12,679 | $775.7K | 0.13% | −9,274−42.2% | Reduced |
| Register Financial Advisors LLC | 12,679 | $775.7K | 0.40% | +182+1.5% | Added |
| FSB Premier Wealth Management, Inc. | 12,679 | $775.7K | 0.36% | −104−0.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 12,712 | $777.8K | 0.10% | −48−0.4% | Reduced |
| Searle & Co. | 12,717 | $778.0K | 0.20% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 12,793 | $782.7K | 0.33% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 12,798 | $783.0K | 0.16% | −205−1.6% | Reduced |
| Ausdal Financial Partners, Inc. | 12,872 | $787.5K | 0.09% | +162+1.3% | Added |
| Seamount Financial Group Inc | 12,879 | $787.9K | 0.69% | −129−1.0% | Reduced |
| Great Diamond Partners, LLC | 12,886 | $788.4K | 0.18% | 00.0% | Unchanged |
| Robbins Farley LLC | 12,894 | $788.9K | 0.43% | −11,335−46.8% | Reduced |
| Pine Haven Investment Counsel, Inc | 12,910 | $789.8K | 0.69% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 12,902 | $790.0K | 0.26% | +111+0.9% | Added |
| ACT Advisors, LLC. | 12,919 | $790.4K | 0.43% | −689−5.1% | Reduced |
| Montchanin Asset Management, LLC | 12,923 | $791.0K | 0.78% | +12,923 | New |
| Motiv8 Investments LLC | 12,952 | $792.4K | 0.62% | +1,140+9.7% | Added |
| Hoertkorn Richard Charles | 12,955 | $792.6K | 0.34% | −75−0.6% | Reduced |
| JB Capital LLC | 12,970 | $793.5K | 0.05% | +639+5.2% | Added |
| Evernest Financial Advisors, LLC | 13,194 | $793.9K | 0.38% | −106−0.8% | Reduced |
| SkyOak Wealth, LLC | 12,986 | $794.5K | 0.19% | −1,318−9.2% | Reduced |
| Flynn Zito Capital Management, LLC | 12,999 | $795.3K | 0.41% | +11+0.1% | Added |
| First Foundation Advisors | 13,026 | $796.9K | 0.03% | −661−4.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 13,051 | $798.4K | 0.03% | +912+7.5% | Added |
| Legacy Wealth Asset Management, LLC | 13,059 | $799.0K | 0.22% | +105+0.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,566 | $799.3K | 0.44% | +550+4.2% | Added |
| Benjamin Edwards Inc | 13,082 | $800.0K | 0.16% | −2,361−15.3% | Reduced |
| Central Bank & Trust Co | 13,079 | $800.1K | 0.11% | +61+0.5% | Added |
| Congress Park Capital LLC | 13,125 | $803.0K | 0.36% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 13,141 | $804.0K | 0.12% | +784+6.3% | Added |