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
- 2,988
- +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
- 1,204 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 |
|---|---|---|---|---|---|
| L2 Asset Management, LLC | 15,066 | $921.7K | 0.30% | +1,261+9.1% | Added |
| Freedom Day Solutions, LLC | 15,091 | $923.2K | 0.33% | −955−6.0% | Reduced |
| Evoke Wealth, LLC | 14,979 | $923.7K | 0.03% | +14,979 | New |
| Sterling Investment Advisors, Ltd. | 15,147 | $926.7K | 0.26% | 00.0% | Unchanged |
| Old Port Advisors | 15,171 | $928.2K | 0.28% | −1,848−10.9% | Reduced |
| Wintrust Investments LLC | 15,252 | $933.0K | 0.08% | +357+2.4% | Added |
| Investment Partners, Ltd. | 15,250 | $933.0K | 0.42% | −676−4.2% | Reduced |
| Signature Wealth Management Group | 15,529 | $934.4K | 0.43% | −144−0.9% | Reduced |
| Hirtle Callaghan & Co LLC | 15,279 | $934.8K | 0.04% | −514−3.3% | Reduced |
| Tandem Investment Advisors, Inc. | 15,317 | $937.0K | 0.04% | −6,507−29.8% | Reduced |
| Hamilton Capital, LLC | 15,339 | $938.4K | 0.07% | +1,797+13.3% | Added |
| Trueblood Wealth Management, LLC | 15,370 | $940.3K | 0.54% | −176−1.1% | Reduced |
| MV Capital Management, Inc. | 15,458 | $945.7K | 0.11% | −554−3.5% | Reduced |
| Hilltop National Bank | 15,464 | $946.1K | 0.32% | +15,464 | New |
| CFO4Life Group, LLC | 15,501 | $948.4K | 0.17% | +174+1.1% | Added |
| Power Wealth Management LLC | 15,515 | $949.2K | 0.60% | +9,648+164.4% | Added |
| Chemistry Wealth Management LLC | 15,550 | $951.3K | 0.26% | +2,016+14.9% | Added |
| L.M. Kohn & Company | 15,573 | $952.7K | 0.27% | +1,159+8.0% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 15,580 | $953.2K | 0.01% | −2,665−14.6% | Reduced |
| Stableford Capital II LLC | 15,582 | $953.3K | 0.38% | +231+1.5% | Added |
| Kingfisher Capital LLC | 15,619 | $956.0K | 0.23% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 15,666 | $958.4K | 0.09% | +7,599+94.2% | Added |
| EagleClaw Capital Managment, LLC | 15,679 | $959.2K | 0.17% | +25+0.2% | Added |
| Formidable Asset Management, LLC | 15,681 | $959.4K | 0.16% | +3,052+24.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,696 | $960.3K | 0.40% | +455+3.0% | Added |
| Gilbert & Cook, Inc. | 15,711 | $961.2K | 0.13% | −260−1.6% | Reduced |
| Everpar Advisors LLC | 15,734 | $962.6K | 0.59% | −5,760−26.8% | Reduced |
| Continuum Advisory, LLC | 15,329 | $963.9K | 0.14% | −5,319−25.8% | Reduced |
| Lathrop Investment Management Corp | 15,802 | $967.0K | 0.19% | −23−0.1% | Reduced |
| Sage Mountain Advisors LLC | 15,849 | $969.6K | 0.10% | +193+1.2% | Added |
| Midwest Financial Group LLC | 15,892 | $972.0K | 0.65% | −219−1.4% | Reduced |
| Ambassador Advisors, LLC | 15,935 | $974.9K | 0.18% | +6,104+62.1% | Added |
| Atlas Private Wealth Advisors | 15,930 | $974.9K | 0.33% | −20,982−56.8% | Reduced |
| St. Louis Trust Co | 15,962 | $976.6K | 0.15% | +3,033+23.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 15,756 | $977.3K | 0.06% | +14,896+1,732.1% | Added |
| Gryphon Financial Partners LLC | 15,986 | $978.0K | 0.16% | −1,987−11.1% | Reduced |
| Cornerstone National Bank & Trust Co | 15,994 | $978.5K | 0.49% | +1,499+10.3% | Added |
| MBB Public Markets I LLC | 16,005 | $979.2K | 0.06% | +16,005 | New |
| First Command Advisory Services, Inc. | 16,052 | $980.3K | 0.01% | −679−4.1% | Reduced |
| Keynote Financial Services LLC | 16,048 | $981.8K | 0.82% | +16,048 | New |
| Clear Harbor Asset Management, LLC | 16,074 | $983.4K | 0.09% | −50−0.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 16,100 | $985.0K | 0.18% | −16−0.1% | Reduced |
| Culbertson A N & Co Inc | 16,109 | $985.5K | 0.17% | +1,845+12.9% | Added |
| DRW Securities, LLC | 16,131 | $986.9K | 0.06% | +1,548+10.6% | Added |
| Strategic Advocates LLC | 16,139 | $987.4K | 0.38% | −973−5.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 16,156 | $988.4K | 0.17% | +709+4.6% | Added |
| Altfest L J & Co Inc | 16,201 | $991.0K | 0.14% | +982+6.5% | Added |
| Emerald Advisors, LLC | 16,222 | $992.4K | 0.18% | +567+3.6% | Added |
| Thrive Wealth Management, LLC | 16,250 | $994.2K | 0.21% | +2,094+14.8% | Added |
| Cahaba Wealth Management, Inc. | 16,284 | $996.3K | 0.09% | −1,042−6.0% | Reduced |
| WealthShield Partners, LLC | 16,160 | $996.5K | 0.16% | −2,365−12.8% | Reduced |
| Berger Financial Group, Inc | 16,295 | $996.9K | 0.08% | +2,403+17.3% | Added |
| Eagle Ridge Investment Management | 16,308 | $997.7K | 0.09% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 16,401 | $1.00M | 0.22% | +3,501+27.1% | Added |
| Hendley & Co Inc | 16,426 | $1.00M | 0.36% | +675+4.3% | Added |
| Biltmore Family Office, LLC | 16,335 | $1.01M | 0.20% | −100−0.6% | Reduced |
| Cullen Investment Group, Ltd. | 16,747 | $1.01M | 0.16% | +360+2.2% | Added |
| Webster Bank, N. A. | 16,497 | $1.01M | 0.11% | −204−1.2% | Reduced |
| Longfellow Investment Management Co LLC | 16,541 | $1.01M | 0.23% | +122+0.7% | Added |
| Mitchell Sinkler & Starr | 16,555 | $1.01M | 0.25% | −35,038−67.9% | Reduced |
| Mainstay Capital Management LLC | 16,566 | $1.01M | 0.19% | 00.0% | Unchanged |
| Founders Capital Management | 16,578 | $1.01M | 0.69% | −200−1.2% | Reduced |
| GM Advisory Group, Inc. | 16,683 | $1.02M | 0.07% | −1,680−9.1% | Reduced |
| Security National Bank of Sioux City Iowa | 16,706 | $1.02M | 0.72% | −191−1.1% | Reduced |
| Simon Quick Advisors, LLC | 16,709 | $1.02M | 0.08% | +7,740+86.3% | Added |
| Bray Capital Advisors | 16,767 | $1.03M | 0.26% | −422−2.5% | Reduced |
| Fullerton Fund Management Co Ltd. | 16,820 | $1.03M | 0.05% | −302,126−94.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 16,830 | $1.03M | 0.07% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 16,848 | $1.03M | 0.25% | 00.0% | Unchanged |
| Ledyard National Bank | 16,864 | $1.03M | 0.10% | −389−2.3% | Reduced |
| Wellington Shields & Co., LLC | 16,875 | $1.03M | 0.35% | −62−0.4% | Reduced |
| Romano Brothers and Company | 16,882 | $1.03M | 0.14% | −100−0.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 16,910 | $1.03M | 0.04% | +12,976+329.8% | Added |
| Wealth Quarterback LLC | 16,931 | $1.04M | 0.58% | −523−3.0% | Reduced |
| Capstone Financial Advisors, Inc. | 16,948 | $1.04M | 0.07% | +38+0.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 16,966 | $1.04M | 0.41% | +148+0.9% | Added |
| Harmony Asset Management LLC | 16,971 | $1.04M | 0.43% | +69+0.4% | Added |
| Ballast Advisors LLC | 17,019 | $1.04M | 0.35% | +4,100+31.7% | Added |
| Voya Financial Advisors, Inc. | 17,076 | $1.04M | 0.12% | +512+3.1% | Added |
| MidWestOne Financial Group, Inc. | 17,053 | $1.04M | 0.19% | −15−0.1% | Reduced |
| Buffington Mohr McNeal | 17,122 | $1.05M | 0.19% | −275−1.6% | Reduced |
| Royal Capital Wealth Management, LLC | 17,137 | $1.05M | 0.82% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 17,145 | $1.05M | 0.49% | +5,529+47.6% | Added |
| Renasant Bank | 17,145 | $1.05M | 0.75% | +29+0.2% | Added |
| Mission Creek Capital Partners, Inc. | 17,155 | $1.05M | 0.27% | +9,300+118.4% | Added |
| Corton Capital Inc. | 17,155 | $1.05M | 0.39% | −4,852−22.0% | Reduced |
| Blume Capital Management, Inc. | 17,200 | $1.05M | 0.26% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 17,200 | $1.05M | 0.81% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 17,267 | $1.06M | 0.11% | +10,404+151.6% | Added |
| Emfo, LLC | 17,286 | $1.06M | 0.97% | −4,098−19.2% | Reduced |
| Midland Wealth Advisors LLC | 17,288 | $1.06M | 0.07% | +408+2.4% | Added |
| Little House Capital LLC | 17,290 | $1.06M | 0.35% | −1,093−5.9% | Reduced |
| Heartwood Wealth Advisors LLC | 17,349 | $1.06M | 0.13% | +12,331+245.7% | Added |
| First Trust Investment Solutions L.P. | 17,365 | $1.06M | 0.19% | +1,038+6.4% | Added |
| Exchange Capital Management, Inc. | 17,405 | $1.06M | 0.17% | −150−0.9% | Reduced |
| Allen Wealth Management, LLC | 17,414 | $1.07M | 0.94% | −660−3.7% | Reduced |
| Harbor Investment Advisory, LLC | 17,456 | $1.07M | 0.11% | −2,351−11.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 17,512 | $1.07M | 0.22% | −20,429−53.8% | Reduced |
| CWA Asset Management Group, LLC | 17,617 | $1.08M | 0.07% | +2,069+13.3% | Added |
| Mayfair Advisory Group, LLC | 17,625 | $1.08M | 0.78% | +67+0.4% | Added |