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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 13,145 | $804.3K | 0.22% | +1,136+9.5% | Added |
| NFC Investments, LLC | 13,164 | $805.0K | 0.23% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 13,165 | $805.4K | 0.35% | +1,302+11.0% | Added |
| Camden Capital, LLC | 13,180 | $806.4K | 0.07% | −1,348−9.3% | Reduced |
| Pioneer Trust Bank N A | 13,200 | $807.6K | 0.22% | 00.0% | Unchanged |
| Allstate Corp | 13,213 | $808.4K | 0.06% | −581−4.2% | Reduced |
| MN Wealth Advisors, LLC | 13,222 | $808.9K | 0.50% | +70+0.5% | Added |
| Bond & Devick Financial Network, Inc. | 13,240 | $810.0K | 0.44% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 13,244 | $810.3K | 0.06% | +325+2.5% | Added |
| Guinness Atkinson Asset Management Inc | 13,254 | $810.9K | 0.38% | 00.0% | Unchanged |
| First Hawaiian Bank | 13,280 | $812.5K | 0.03% | −596−4.3% | Reduced |
| Advisory Alpha, LLC | 13,297 | $813.6K | 0.03% | +2,990+29.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 13,311 | $814.0K | 0.02% | +2,708+25.5% | Added |
| Monetary Management Group Inc | 13,307 | $814.1K | 0.23% | −418−3.0% | Reduced |
| Opal Wealth Advisors, LLC | 13,313 | $814.5K | 0.28% | +20.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 13,320 | $814.9K | 0.66% | −62,008−82.3% | Reduced |
| William Allan, LLC | 13,326 | $815.0K | 0.54% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 13,333 | $816.0K | 0.38% | −1,268−8.7% | Reduced |
| Advocate Group LLC | 13,393 | $819.4K | 0.16% | −474−3.4% | Reduced |
| Stonebrook Private Inc. | 13,406 | $820.2K | 0.24% | +93+0.7% | Added |
| LifeSteps Financial, Inc. | 13,444 | $822.5K | 0.62% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 13,617 | $825.7K | 0.10% | +10+0.1% | Added |
| Keating Investment Counselors Inc | 13,500 | $825.9K | 0.27% | −5,700−29.7% | Reduced |
| Cypress Point Wealth Management, LLC | 13,508 | $826.5K | 0.42% | +373+2.8% | Added |
| First Financial Bank - Trust Division | 13,532 | $827.9K | 0.08% | −305−2.2% | Reduced |
| Greenfield Savings Bank | 13,547 | $828.8K | 0.44% | +3,276+31.9% | Added |
| Ballast, Inc. | 13,578 | $830.7K | 0.26% | +209+1.6% | Added |
| Adams Wealth Management | 13,585 | $831.1K | 0.20% | −886−6.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,596 | $831.8K | 0.22% | +10.0% | Added |
| Foster Victor Wealth Advisors, LLC | 14,098 | $832.5K | 0.08% | −476−3.3% | Reduced |
| Wealth Alliance | 13,609 | $832.6K | 0.11% | +204+1.5% | Added |
| Hodges Capital Management Inc. | 13,645 | $835.0K | 0.05% | −1,950−12.5% | Reduced |
| Peoples Bank | 13,675 | $836.6K | 0.65% | −700−4.9% | Reduced |
| American Trust | 13,683 | $837.1K | 0.08% | +638+4.9% | Added |
| Core Wealth Partners LLC | 13,695 | $837.9K | 0.63% | +100+0.7% | Added |
| Wiser Advisor Group LLC | 13,715 | $840.5K | 1.32% | −248−1.8% | Reduced |
| MMBG Investment Advisors Co. | 13,784 | $843.3K | 0.09% | −456−3.2% | Reduced |
| American Financial Advisors, LLC | 13,839 | $846.7K | 0.12% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 14,528 | $846.7K | 0.12% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 13,869 | $848.5K | 0.16% | −56−0.4% | Reduced |
| Allegheny Financial Group LTD | 13,871 | $848.6K | 0.26% | −1,013−6.8% | Reduced |
| Great Lakes Advisors, LLC | 13,876 | $848.9K | 0.01% | −2,280−14.1% | Reduced |
| Guardian Wealth Advisors, LLC | 13,920 | $851.6K | 0.10% | +183+1.3% | Added |
| YHB Investment Advisors, Inc. | 13,929 | $852.2K | 0.08% | −1,825−11.6% | Reduced |
| Blue Edge Capital, LLC | 13,939 | $852.8K | 0.14% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 13,947 | $853.3K | 0.19% | +1,041+8.1% | Added |
| Revisor Wealth Management LLC | 14,249 | $855.7K | 0.39% | +9,206+182.6% | Added |
| Atlantic Trust, LLC | 13,998 | $856.4K | 0.22% | −505−3.5% | Reduced |
| Carret Asset Management, LLC | 13,998 | $856.4K | 0.10% | −30−0.2% | Reduced |
| Aristotle Atlantic Partners, LLC | 14,000 | $856.5K | 0.03% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 14,000 | $857.0K | 0.22% | 00.0% | Unchanged |
| Lake Street Financial LLC | 14,013 | $857.3K | 0.12% | −2,539−15.3% | Reduced |
| Talisman Wealth Advisors LLC | 14,041 | $859.0K | 1.08% | −9−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 14,052 | $859.7K | 0.34% | −458−3.2% | Reduced |
| Headinvest, LLC | 14,062 | $860.3K | 0.17% | +140+1.0% | Added |
| Aries Wealth Management | 14,066 | $860.6K | 0.28% | −1,500−9.6% | Reduced |
| Charter Research & Investment Group, Inc. | 14,082 | $861.5K | 0.68% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 14,089 | $862.0K | 0.43% | +6,103+76.4% | Added |
| Hamilton Point Investment Advisors, LLC | 14,047 | $866.2K | 0.17% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14,176 | $867.3K | 0.09% | 00.0% | Unchanged |
| Souders Financial Advisors | 14,193 | $868.3K | 0.14% | −173−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 14,223 | $870.2K | 0.08% | −3,945−21.7% | Reduced |
| Chapin Davis, Inc. | 14,226 | $870.4K | 0.32% | +4,377+44.4% | Added |
| Cassia Capital Partners, LLC | 14,255 | $872.1K | 0.58% | +2,564+21.9% | Added |
| True North Advisors, LLC | 14,262 | $872.6K | 0.24% | +1,089+8.3% | Added |
| Hilltop Partners LLC | 14,270 | $873.0K | 0.31% | +757+5.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,284 | $873.9K | 0.14% | +501+3.6% | Added |
| First Financial Corp | 14,311 | $875.5K | 0.44% | −1,039−6.8% | Reduced |
| Red Cedar Investment Management, LLC | 14,322 | $876.2K | 0.11% | −11,425−44.4% | Reduced |
| Stone Point Wealth LLC | 14,384 | $880.0K | 0.31% | +150+1.1% | Added |
| KG&L Capital Management,LLC | 14,403 | $881.2K | 0.35% | −300−2.0% | Reduced |
| Glen Eagle Advisors, LLC | 14,443 | $883.6K | 0.17% | +431+3.1% | Added |
| Lifeworks Advisors, LLC | 14,458 | $884.5K | 0.25% | +3,041+26.6% | Added |
| Coastwise Capital Group, LLC | 14,463 | $884.8K | 0.82% | −889−5.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 14,458 | $885.0K | 0.09% | +2,934+25.5% | Added |
| Estabrook Capital Management | 14,538 | $889.4K | 0.14% | −200−1.4% | Reduced |
| Northwest Bank & Trust Co | 14,412 | $890.2K | 0.82% | −242−1.7% | Reduced |
| Saybrook Capital | 14,565 | $891.0K | 0.24% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 13,460 | $892.5K | 0.33% | +792+6.3% | Added |
| LCNB Corp | 14,618 | $894.3K | 0.32% | −588−3.9% | Reduced |
| Westmount Partners, LLC | 14,631 | $895.1K | 0.32% | −2,355−13.9% | Reduced |
| Aspiriant, LLC | 14,659 | $896.9K | 0.04% | +249+1.7% | Added |
| Legacy Private Trust Co. | 14,675 | $897.8K | 0.07% | −445−2.9% | Reduced |
| Oxford Financial Group Ltd | 14,679 | $898.1K | 0.06% | −3,225−18.0% | Reduced |
| Lummis Asset Management, LP | 14,688 | $898.6K | 1.20% | −8,472−36.6% | Reduced |
| Everhart Financial Group, Inc. | 14,274 | $899.8K | 0.26% | +3,834+36.7% | Added |
| JNBA Financial Advisors | 14,752 | $902.6K | 0.09% | −287−1.9% | Reduced |
| KFA Private Wealth Group, LLC | 14,763 | $903.2K | 0.28% | +702+5.0% | Added |
| CoreFirst Bank & Trust | 14,797 | $905.3K | 0.57% | −1,130−7.1% | Reduced |
| Gleason Group, Inc. | 14,819 | $906.6K | 0.19% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 14,824 | $906.9K | 0.48% | −1,166−7.3% | Reduced |
| Correct Capital Wealth Management | 14,826 | $907.0K | 0.21% | +2,354+18.9% | Added |
| Pinnacle Bancorp, Inc. | 14,866 | $909.5K | 0.27% | −80−0.5% | Reduced |
| Hexagon Capital Partners LLC | 14,884 | $910.6K | 0.20% | +2,263+17.9% | Added |
| Peak Asset Management, LLC | 14,907 | $912.0K | 0.18% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 14,915 | $912.5K | 0.08% | −580−3.7% | Reduced |
| MCF Advisors LLC | 14,903 | $917.1K | 0.07% | +1,032+7.4% | Added |
| Powers Advisory Group, LLC | 14,997 | $917.5K | 0.52% | −1,197−7.4% | Reduced |
| Alta Capital Management LLC | 15,000 | $917.7K | 0.06% | −5,000−25.0% | Reduced |
| Magnus Financial Group LLC | 15,008 | $918.2K | 0.11% | +110+0.7% | Added |