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 |
|---|---|---|---|---|---|
| Hedeker Wealth, LLC | 21,026 | $1.29M | 0.37% | −10,986−34.3% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 21,100 | $1.29M | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 21,076 | $1.29M | 0.07% | −287−1.3% | Reduced |
| Heritage Financial Services, LLC | 21,086 | $1.29M | 0.19% | +102+0.5% | Added |
| Segment Wealth Management, LLC | 21,096 | $1.29M | 0.10% | −360−1.7% | Reduced |
| GeoWealth Management, LLC | 21,116 | $1.29M | 0.05% | +11,809+126.9% | Added |
| Grimes & Company, Inc. | 21,133 | $1.29M | 0.04% | +77+0.4% | Added |
| Hudson Value Partners, LLC | 21,156 | $1.29M | 0.55% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 21,301 | $1.30M | 0.40% | +328+1.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,325 | $1.30M | 0.10% | +21,325 | New |
| Summit Trail Advisors, LLC | 21,187 | $1.31M | 0.03% | +1,319+6.6% | Added |
| WBH Advisory Inc | 21,377 | $1.31M | 0.13% | −1,627−7.1% | Reduced |
| Am Investment Strategies LLC | 21,405 | $1.31M | 0.33% | +368+1.7% | Added |
| Vise Technologies, Inc. | 21,412 | $1.31M | 0.26% | +2,983+16.2% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 21,471 | $1.31M | 0.51% | +690+3.3% | Added |
| CAPROCK Group, Inc. | 21,319 | $1.31M | 0.08% | +1,689+8.6% | Added |
| Pacific Wealth Strategies Group, Inc. | 21,528 | $1.32M | 1.10% | +675+3.2% | Added |
| Knuff & Co LLC | 21,605 | $1.32M | 0.44% | −135−0.6% | Reduced |
| Tobam | 21,617 | $1.32M | 0.12% | −212−1.0% | Reduced |
| Barr E S & Co | 21,632 | $1.32M | 0.09% | −10,384−32.4% | Reduced |
| W Advisors, LLC | 21,638 | $1.32M | 0.91% | +60+0.3% | Added |
| Nations Financial Group Inc, | 21,641 | $1.32M | 0.11% | −1,068−4.7% | Reduced |
| Chesapeake Wealth Management | 21,666 | $1.33M | 0.48% | −717−3.2% | Reduced |
| Broderick Brian C | 21,666 | $1.33M | 0.28% | +16,416+312.7% | Added |
| Edgewood Management LLC | 21,671 | $1.33M | 0.00% | −1,000−4.4% | Reduced |
| St Germain D J Co Inc | 21,696 | $1.33M | 0.06% | −203−0.9% | Reduced |
| Sciencast Management LP | 21,792 | $1.33M | 0.81% | +21,792 | New |
| Octavia Wealth Advisors, LLC | 21,637 | $1.33M | 0.20% | −1,194−5.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 21,925 | $1.34M | 0.55% | +49+0.2% | Added |
| Summit Place Financial Advisors, LLC | 21,954 | $1.34M | 0.79% | +1,535+7.5% | Added |
| Garrison Point Advisors, LLC | 22,028 | $1.35M | 0.87% | +139+0.6% | Added |
| Abbrea Capital, LLC | 21,922 | $1.35M | 0.18% | −4,335−16.5% | Reduced |
| Navalign, LLC | 22,105 | $1.35M | 0.45% | +702+3.3% | Added |
| Kennedy Investment Group | 22,116 | $1.35M | 0.72% | −25−0.1% | Reduced |
| Eagle Bay Advisors LLC | 21,943 | $1.35M | 0.85% | −18−0.1% | Reduced |
| Norway Savings Bank | 22,143 | $1.35M | 0.57% | −420−1.9% | Reduced |
| Somerville Kurt F | 22,180 | $1.36M | 0.23% | −1,397−5.9% | Reduced |
| Itau Unibanco Holding S.A. | 22,184 | $1.36M | 0.06% | −68,730−75.6% | Reduced |
| Summit Asset Management, LLC | 22,281 | $1.36M | 0.29% | −43−0.2% | Reduced |
| Townsend Asset Management Corp | 22,291 | $1.36M | 0.54% | +1,826+8.9% | Added |
| E Fund Management Co., Ltd. | 22,352 | $1.37M | 0.08% | +15,116+208.9% | Added |
| 17 Capital Partners, LLC | 22,368 | $1.37M | 1.02% | +81+0.4% | Added |
| O'Brien Greene & Co. Inc | 22,408 | $1.37M | 0.45% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 22,425 | $1.37M | 0.25% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22,619 | $1.37M | 0.14% | −747−3.2% | Reduced |
| Cornerstone Wealth Group, LLC | 22,542 | $1.38M | 0.13% | +12,501+124.5% | Added |
| Front Row Advisors LLC | 22,440 | $1.38M | 0.51% | +88+0.4% | Added |
| Key Financial Inc | 22,644 | $1.39M | 0.35% | −1,555−6.4% | Reduced |
| GTS Securities LLC | 22,664 | $1.39M | 0.04% | −159,809−87.6% | Reduced |
| Davidson Trust Co | 22,733 | $1.39M | 0.81% | −850−3.6% | Reduced |
| CIC Wealth, LLC | 22,751 | $1.39M | 0.40% | −226−1.0% | Reduced |
| Citizens & Northern Corp | 22,871 | $1.40M | 0.47% | −787−3.3% | Reduced |
| Beacon Investment Advisors LLC | 22,913 | $1.40M | 0.80% | +20+0.1% | Added |
| Prosperity Consulting Group, LLC | 22,990 | $1.41M | 0.18% | +1,055+4.8% | Added |
| JGP Wealth Management, LLC | 23,011 | $1.41M | 0.20% | +6,884+42.7% | Added |
| Trust Point Inc. | 23,101 | $1.41M | 0.11% | −6,901−23.0% | Reduced |
| Courier Capital LLC | 23,129 | $1.42M | 0.10% | −2,134−8.4% | Reduced |
| Bedel Financial Consulting, Inc. | 23,131 | $1.42M | 0.22% | −280−1.2% | Reduced |
| Westhampton Capital, LLC | 23,143 | $1.42M | 0.77% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 23,149 | $1.42M | 0.48% | +17,855+337.3% | Added |
| Parkside Financial Bank & Trust | 23,233 | $1.42M | 0.23% | +983+4.4% | Added |
| Novare Capital Management LLC | 23,283 | $1.42M | 0.13% | −145−0.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 23,325 | $1.43M | 0.98% | +4,299+22.6% | Added |
| Court Place Advisors, LLC | 23,350 | $1.43M | 0.46% | −1,100−4.5% | Reduced |
| Intrua Financial, LLC | 23,384 | $1.43M | 0.22% | −200−0.8% | Reduced |
| Summit X, LLC | 23,417 | $1.43M | 0.37% | +1,416+6.4% | Added |
| Belmont Capital, LLC | 23,449 | $1.43M | 0.39% | 00.0% | Unchanged |
| C WorldWide Group Holding A/S | 23,515 | $1.44M | 0.02% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 23,526 | $1.44M | 0.34% | −372−1.6% | Reduced |
| Aviance Capital Partners, LLC | 23,634 | $1.45M | 0.21% | +16,864+249.1% | Added |
| Atlas Brown,Inc. | 23,663 | $1.45M | 0.53% | −297−1.2% | Reduced |
| Smith Anglin Financial, LLC | 23,665 | $1.45M | 0.15% | +285+1.2% | Added |
| Stokes Family Office, LLC | 23,678 | $1.45M | 0.18% | −1,196−4.8% | Reduced |
| AIA Group Ltd | 23,734 | $1.45M | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 23,785 | $1.46M | 0.16% | −1,595−6.3% | Reduced |
| HC Advisors, LLC | 23,814 | $1.46M | 0.69% | +13,908+140.4% | Added |
| Darwin Advisors, LLC | 23,859 | $1.46M | 0.41% | −603−2.5% | Reduced |
| Claro Advisors LLC | 23,885 | $1.46M | 0.25% | +933+4.1% | Added |
| Claret Asset Management Corp | 23,915 | $1.46M | 0.25% | −250−1.0% | Reduced |
| ROI Financial Advisors, LLC | 23,965 | $1.47M | 1.15% | −4,225−15.0% | Reduced |
| Security National Bank of So Dak | 24,004 | $1.47M | 0.88% | −56−0.2% | Reduced |
| Lee Financial Co | 23,929 | $1.47M | 0.24% | +1,565+7.0% | Added |
| High Net Worth Advisory Group LLC | 24,047 | $1.47M | 0.46% | +5,231+27.8% | Added |
| Financial Security Advisor, Inc. | 23,860 | $1.47M | 0.51% | −185−0.8% | Reduced |
| Focus Financial Network, Inc. | 25,027 | $1.47M | 0.07% | +25,027 | New |
| Center for Financial Planning, Inc. | 24,124 | $1.48M | 0.22% | +713+3.0% | Added |
| Twin City Private Wealth, LLC | 23,941 | $1.48M | 1.45% | +23,941 | New |
| Staley Capital Advisers Inc | 24,222 | $1.48M | 0.07% | +5,000+26.0% | Added |
| Harrell Investment Partners, LLC | 24,238 | $1.48M | 0.44% | −705−2.8% | Reduced |
| Peoples Financial Services Corp. | 24,263 | $1.48M | 0.64% | −3,078−11.3% | Reduced |
| Investment House LLC | 24,285 | $1.49M | 0.09% | −49−0.2% | Reduced |
| Motley Fool Wealth Management, LLC | 24,307 | $1.49M | 0.08% | −33−0.1% | Reduced |
| Burford Brothers, Inc. | 24,317 | $1.49M | 0.98% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 24,361 | $1.49M | 0.88% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 24,362 | $1.49M | 0.08% | −632−2.5% | Reduced |
| Park Place Capital Corp | 24,365 | $1.49M | 0.53% | −1,402−5.4% | Reduced |
| Symmetry Partners, LLC | 24,371 | $1.49M | 0.12% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 24,381 | $1.49M | 0.10% | −23,270−48.8% | Reduced |
| Engineers Gate Manager LP | 24,435 | $1.49M | 0.04% | +24,435 | New |
| First Personal Financial Services | 24,470 | $1.50M | 0.35% | −4,158−14.5% | Reduced |