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 |
|---|---|---|---|---|---|
| BluePath Capital Management, LLC | 17,633 | $1.08M | 0.83% | +1,480+9.2% | Added |
| HMS Capital Management, LLC | 17,731 | $1.08M | 0.60% | +17,731 | New |
| Aberdeen Wealth Management LLC | 17,769 | $1.09M | 0.63% | +600+3.5% | Added |
| LM Advisors LLC | 17,781 | $1.09M | 0.17% | −162−0.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 17,801 | $1.09M | 0.02% | +4,994+39.0% | Added |
| NFP Retirement, Inc. | 17,828 | $1.09M | 0.09% | −34−0.2% | Reduced |
| Castlekeep Investment Advisors LLC | 17,861 | $1.09M | 0.79% | −2,209−11.0% | Reduced |
| Magnetar Financial LLC | 17,875 | $1.09M | 0.02% | −18,289−50.6% | Reduced |
| Appleton Partners Inc | 17,878 | $1.09M | 0.08% | −4,634−20.6% | Reduced |
| Aire Advisors, LLC | 17,919 | $1.10M | 0.25% | −467−2.5% | Reduced |
| Regents of the University of California | 18,000 | $1.10M | 0.32% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 18,010 | $1.10M | 0.14% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 17,939 | $1.10M | 0.31% | +489+2.8% | Added |
| Catalyst Financial Partners LLC | 18,893 | $1.11M | 0.28% | +2,247+13.5% | Added |
| Telos Capital Management, Inc. | 18,085 | $1.11M | 0.12% | −231−1.3% | Reduced |
| Next Capital Management LLC | 18,097 | $1.11M | 0.45% | +461+2.6% | Added |
| Keel Point, LLC | 18,182 | $1.11M | 0.12% | +471+2.7% | Added |
| Provident Investment Management, Inc. | 18,200 | $1.11M | 0.10% | 00.0% | Unchanged |
| Winton Group Ltd | 18,206 | $1.11M | 0.08% | +18,206 | New |
| Oxler Private Wealth LLC | 18,249 | $1.12M | 0.44% | +12,583+222.1% | Added |
| Marathon Capital Management | 18,270 | $1.12M | 0.27% | 00.0% | Unchanged |
| City State Bank | 18,288 | $1.12M | 0.49% | −1,225−6.3% | Reduced |
| Successful Portfolios LLC | 18,307 | $1.12M | 0.76% | −215−1.2% | Reduced |
| Smartleaf Asset Management LLC | 18,353 | $1.12M | 0.22% | +4,642+33.9% | Added |
| Spinnaker Trust | 18,368 | $1.12M | 0.07% | +113+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 18,389 | $1.13M | 0.38% | +40+0.2% | Added |
| CNB Bank | 18,429 | $1.13M | 0.55% | −1,042−5.4% | Reduced |
| Angeles Investment Advisors, LLC | 18,370 | $1.13M | 0.06% | +2,558+16.2% | Added |
| Coco Enterprises, LLC | 18,717 | $1.13M | 0.77% | +1,243+7.1% | Added |
| MONECO Advisors, LLC | 18,474 | $1.13M | 0.18% | +360+2.0% | Added |
| Arden Trust Co | 18,497 | $1.13M | 0.16% | −396−2.1% | Reduced |
| Cito Capital Group, LLC | 18,360 | $1.13M | 0.46% | 00.0% | Unchanged |
| Philadelphia Trust Co | 18,532 | $1.13M | 0.09% | −41,894−69.3% | Reduced |
| O'Rourke & Company, Inc | 18,543 | $1.13M | 0.66% | +173+0.9% | Added |
| Heritage Wealth Advisors | 18,544 | $1.13M | 0.05% | +174+0.9% | Added |
| Sendero Wealth Management, LLC | 18,557 | $1.14M | 0.20% | +1,031+5.9% | Added |
| Zullo Investment Group, Inc. | 18,568 | $1.14M | 0.53% | +10.0% | Added |
| FreeGulliver LLC | 18,571 | $1.14M | 1.01% | +4,700+33.9% | Added |
| Core Alternative Capital | 18,609 | $1.14M | 0.20% | −1,416−7.1% | Reduced |
| Essex Savings Bank | 19,376 | $1.14M | 0.33% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 18,724 | $1.15M | 0.02% | −6,720−26.4% | Reduced |
| 1st Source Bank | 18,730 | $1.15M | 0.07% | −60−0.3% | Reduced |
| G&S Capital LLC | 18,739 | $1.15M | 0.51% | −4,700−20.1% | Reduced |
| GSB Wealth Management, LLC | 18,804 | $1.15M | 0.32% | 00.0% | Unchanged |
| Old North State Trust, LLC | 18,828 | $1.15M | 0.97% | +18,828 | New |
| Prostatis Group LLC | 18,948 | $1.15M | 0.44% | +2,381+14.4% | Added |
| Great Lakes Retirement, Inc. | 18,845 | $1.15M | 0.17% | +756+4.2% | Added |
| AJ Advisors, LLC | 18,857 | $1.15M | 0.64% | −265−1.4% | Reduced |
| Meridian Wealth Advisors, LLC | 18,876 | $1.15M | 0.22% | −1,058−5.3% | Reduced |
| First National Advisers, LLC | 18,806 | $1.16M | 0.26% | +4,063+27.6% | Added |
| Providence First Trust Co | 18,945 | $1.16M | 0.50% | +2,405+14.5% | Added |
| New Hampshire Trust | 18,959 | $1.16M | 0.27% | −532−2.7% | Reduced |
| Financial Advisory Service, Inc. | 18,962 | $1.16M | 0.10% | −748−3.8% | Reduced |
| Alerus Financial NA | 19,012 | $1.16M | 0.09% | −168−0.9% | Reduced |
| Windsor Capital Management, LLC | 19,077 | $1.17M | 0.36% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 19,117 | $1.17M | 0.07% | −243−1.3% | Reduced |
| BBR Partners, LLC | 19,187 | $1.17M | 0.09% | +5,255+37.7% | Added |
| Ascension Asset Management LLC | 19,200 | $1.17M | 0.63% | +19,200 | New |
| Personal Cfo Solutions, LLC | 19,203 | $1.17M | 0.18% | +406+2.2% | Added |
| Atomi Financial Group, Inc. | 19,219 | $1.18M | 0.11% | +8,362+77.0% | Added |
| Shulman DeMeo Asset Management LLC | 19,282 | $1.18M | 0.31% | −51−0.3% | Reduced |
| Martin & Co Inc | 19,325 | $1.18M | 0.29% | −410−2.1% | Reduced |
| Missouri Trust & Investment Co | 19,341 | $1.18M | 0.46% | −208−1.1% | Reduced |
| Creative Financial Designs Inc | 19,355 | $1.18M | 0.11% | −303−1.5% | Reduced |
| Rothschild Investment LLC | 19,364 | $1.18M | 0.09% | +1,010+5.5% | Added |
| Farmers Trust Co | 19,380 | $1.19M | 0.24% | −570−2.9% | Reduced |
| Brady Family Wealth, LLC | 19,491 | $1.19M | 0.39% | −1,163−5.6% | Reduced |
| Doliver Advisors, LP | 19,684 | $1.20M | 0.34% | −980−4.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,773 | $1.21M | 0.18% | −476−2.4% | Reduced |
| Marcum Wealth, LLC | 19,855 | $1.21M | 0.12% | −480−2.4% | Reduced |
| Inceptionr LLC | 19,856 | $1.21M | 0.31% | +8,110+69.0% | Added |
| Sandy Cove Advisors, LLC | 19,874 | $1.22M | 0.56% | +327+1.7% | Added |
| Davis R M Inc | 19,878 | $1.22M | 0.03% | +2,473+14.2% | Added |
| Berkeley Capital Partners, LLC | 19,952 | $1.22M | 0.37% | −75−0.4% | Reduced |
| Strategic Advisors LLC | 20,040 | $1.23M | 0.24% | +10,000+99.6% | Added |
| Means Investment Co., Inc. | 20,108 | $1.23M | 0.16% | −139−0.7% | Reduced |
| Smithfield Trust Co | 20,170 | $1.23M | 0.07% | −1,486−6.9% | Reduced |
| Beaton Management Co. Inc. | 20,141 | $1.23M | 0.67% | +383+1.9% | Added |
| Waddell & Associates, LLC | 20,187 | $1.24M | 0.17% | −3,188−13.6% | Reduced |
| Northern Financial Advisors Inc | 20,240 | $1.24M | 0.97% | +262+1.3% | Added |
| Blueprint Investment Partners LLC | 20,284 | $1.24M | 0.25% | +10,590+109.2% | Added |
| WCG Wealth Advisors LLC | 20,292 | $1.24M | 0.10% | +1,018+5.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 20,288 | $1.24M | 0.74% | −5,200−20.4% | Reduced |
| Blue Fin Capital, Inc. | 20,315 | $1.24M | 0.28% | −607−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 20,328 | $1.24M | 0.07% | −83,954−80.5% | Reduced |
| Xcel Wealth Management, LLC | 20,378 | $1.25M | 0.39% | −2,800−12.1% | Reduced |
| Hanover Advisors Inc | 20,438 | $1.25M | 0.52% | 00.0% | Unchanged |
| Wynn Capital, LLC | 20,464 | $1.25M | 0.97% | +142+0.7% | Added |
| Gsa Capital Partners LLP | 20,479 | $1.25M | 0.10% | +20,479 | New |
| A. D. Beadell Investment Counsel, Inc. | 20,520 | $1.25M | 1.10% | −415−2.0% | Reduced |
| American National Bank | 20,554 | $1.26M | 0.17% | +3,688+21.9% | Added |
| Lederer & Associates Investment Counsel | 20,635 | $1.26M | 0.88% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 20,863 | $1.26M | 1.10% | +20,863 | New |
| Wilkinson Global Asset Management LLC | 20,700 | $1.27M | 0.08% | −1,395−6.3% | Reduced |
| Paradigm Financial Partners, LLC | 20,726 | $1.27M | 0.27% | −2,466−10.6% | Reduced |
| VeraBank, N.A. | 20,738 | $1.27M | 0.40% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 20,754 | $1.27M | 0.38% | −1,702−7.6% | Reduced |
| Deseret Mutual Benefit Administrators | 20,845 | $1.28M | 0.64% | +2,016+10.7% | Added |
| Delta Asset Management LLC | 20,851 | $1.28M | 0.11% | −25−0.1% | Reduced |
| Autumn Glory Partners, LLC | 20,869 | $1.28M | 0.62% | 00.0% | Unchanged |