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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 24,485 | $1.50M | 0.37% | +739+3.1% | Added |
| Boyd Watterson Asset Management LLC | 24,563 | $1.50M | 0.54% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 24,567 | $1.50M | 1.25% | +24,567 | New |
| Mairs & Power Inc | 24,605 | $1.51M | 0.01% | +299+1.2% | Added |
| Pekin Hardy Strauss, Inc. | 24,615 | $1.51M | 0.21% | −292−1.2% | Reduced |
| Dodge & Cox | 24,635 | $1.51M | 0.00% | 00.0% | Unchanged |
| LVW Advisors, LLC | 24,635 | $1.51M | 0.26% | +6,398+35.1% | Added |
| Walker Financial Services, Inc. | 24,645 | $1.51M | 1.24% | +1,468+6.3% | Added |
| JFS Wealth Advisors, LLC | 24,663 | $1.51M | 0.12% | +101+0.4% | Added |
| Roberts Glore & Co Inc | 24,709 | $1.51M | 0.45% | −2,010−7.5% | Reduced |
| Central Pacific Bank - Trust Division | 24,933 | $1.51M | 0.19% | +24,933 | New |
| My Legacy Advisors, LLC | 24,744 | $1.51M | 0.51% | −419−1.7% | Reduced |
| Vista Investment Partners LLC | 24,788 | $1.52M | 0.52% | −490−1.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 24,847 | $1.52M | 0.09% | −160−0.6% | Reduced |
| Carson Advisory Inc. | 24,883 | $1.52M | 1.07% | −100−0.4% | Reduced |
| Smith Shellnut Wilson LLC | 24,950 | $1.53M | 0.81% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 24,973 | $1.53M | 0.11% | +40.0% | Added |
| Skopos Labs, Inc. | 25,184 | $1.53M | 0.66% | +1,835+7.9% | Added |
| Ironwood Investment Counsel, LLC | 25,105 | $1.54M | 0.27% | −198−0.8% | Reduced |
| Brave Asset Management Inc | 25,118 | $1.54M | 0.40% | +6,679+36.2% | Added |
| Tranquility Partners, LLC | 25,179 | $1.54M | 0.60% | −1,296−4.9% | Reduced |
| First County Bank | 25,230 | $1.54M | 0.75% | +1,190+5.0% | Added |
| Headlands Technologies LLC | 25,251 | $1.54M | 0.37% | −9,604−27.6% | Reduced |
| Convergence Investment Partners, LLC | 25,246 | $1.54M | 0.59% | −4,010−13.7% | Reduced |
| Blackhawk Capital Partners LLC. | 25,253 | $1.55M | 0.96% | −4,754−15.8% | Reduced |
| Lindbrook Capital, LLC | 25,262 | $1.55M | 0.14% | +355+1.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,340 | $1.55M | 0.27% | −241−0.9% | Reduced |
| Hartline Investment Corp | 25,340 | $1.55M | 0.27% | +25,340 | New |
| Boyar Asset Management Inc. | 25,401 | $1.55M | 1.01% | +1,495+6.3% | Added |
| Old Point Trust & Financial Services N A | 25,416 | $1.55M | 0.57% | +456+1.8% | Added |
| NovaPoint Capital, LLC | 25,512 | $1.56M | 0.55% | +216+0.9% | Added |
| Bank of Nova Scotia Trust Co | 25,534 | $1.56M | 0.17% | −527−2.0% | Reduced |
| XML Financial, LLC | 25,541 | $1.56M | 0.16% | +1,704+7.1% | Added |
| Linscomb & Williams, Inc. | 25,546 | $1.56M | 0.08% | −119−0.5% | Reduced |
| AIMZ Investment Advisors, LLC | 25,569 | $1.56M | 0.58% | −1,450−5.4% | Reduced |
| Belpointe Asset Management LLC | 25,592 | $1.57M | 0.12% | +168+0.7% | Added |
| Karpas Strategies, LLC | 25,648 | $1.57M | 0.49% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 25,778 | $1.58M | 0.31% | −628−2.4% | Reduced |
| Osborne Partners Capital Management, LLC | 25,845 | $1.58M | 0.10% | −300−1.1% | Reduced |
| Home Federal Bank of Tennessee | 25,880 | $1.58M | 0.49% | +1,998+8.4% | Added |
| Wealth Group, Ltd. | 25,921 | $1.59M | 1.20% | +25,921 | New |
| Brandywine Oak Private Wealth LLC | 25,930 | $1.59M | 0.17% | −954−3.5% | Reduced |
| Tevis Investment Management | 26,072 | $1.60M | 1.36% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 26,128 | $1.60M | 0.64% | +1,082+4.3% | Added |
| Goepper Burkhardt LLC | 25,327 | $1.60M | 0.75% | −200−0.8% | Reduced |
| Gries Financial LLC | 26,196 | $1.60M | 0.27% | +1,602+6.5% | Added |
| Prudential PLC | 26,258 | $1.61M | 0.01% | −206,703−88.7% | Reduced |
| Ignite Planners, LLC | 26,478 | $1.61M | 0.45% | −6,733−20.3% | Reduced |
| Founders Financial Securities LLC | 26,276 | $1.61M | 0.17% | −16,701−38.9% | Reduced |
| Naples Global Advisors, LLC | 26,153 | $1.61M | 0.16% | −160−0.6% | Reduced |
| Buckingham Strategic Partners | 26,342 | $1.61M | 0.05% | +16,547+168.9% | Added |
| Silver Lake Advisory, LLC | 26,390 | $1.61M | 0.72% | +20.0% | Added |
| Bridges Investment Management Inc | 26,400 | $1.62M | 0.05% | −250−0.9% | Reduced |
| Accretive Wealth Partners, LLC | 26,008 | $1.62M | 0.72% | +165+0.6% | Added |
| TFG Advisers LLC | 26,495 | $1.62M | 0.63% | +61+0.2% | Added |
| Sunflower Bank, N.A. | 26,531 | $1.62M | 0.37% | +492+1.9% | Added |
| Dorsey & Whitney Trust CO LLC | 26,543 | $1.62M | 0.11% | +808+3.1% | Added |
| Advisor OS, LLC | 26,562 | $1.63M | 0.19% | +5,991+29.1% | Added |
| Winch Advisory Services, LLC | 26,568 | $1.63M | 0.50% | +723+2.8% | Added |
| Lake Street Advisors Group, LLC | 26,361 | $1.63M | 0.08% | +1,582+6.4% | Added |
| AlphaStar Capital Management, LLC | 26,594 | $1.63M | 0.17% | +686+2.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,677 | $1.63M | 0.08% | +2,681+11.2% | Added |
| Eclectic Associates Inc | 26,678 | $1.63M | 0.74% | −506−1.9% | Reduced |
| Access Financial Services, Inc. | 26,726 | $1.64M | 0.73% | −3,575−11.8% | Reduced |
| Wolff Wiese Magana LLC | 26,733 | $1.64M | 1.41% | +981+3.8% | Added |
| Exeter Financial, LLC | 27,599 | $1.64M | 0.75% | +927+3.5% | Added |
| Bell Bank | 26,753 | $1.64M | 0.14% | +2,587+10.7% | Added |
| Coastal Bridge Advisors, LLC | 26,813 | $1.64M | 0.38% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 26,818 | $1.64M | 0.35% | −650−2.4% | Reduced |
| Hall Capital Management Co Inc | 26,864 | $1.64M | 0.81% | −166−0.6% | Reduced |
| Clarius Group, LLC | 26,868 | $1.64M | 0.11% | −4,033−13.1% | Reduced |
| London & Capital Asset Management Ltd | 26,978 | $1.65M | 0.13% | −39,313−59.3% | Reduced |
| Avestar Capital, LLC | 26,845 | $1.66M | 0.19% | +5,461+25.5% | Added |
| Painted Porch Advisors LLC | 27,097 | $1.66M | 1.01% | −200−0.7% | Reduced |
| Providence Wealth Advisors, LLC | 27,530 | $1.66M | 1.42% | +26,132+1,869.2% | Added |
| Navellier & Associates Inc | 27,141 | $1.66M | 0.20% | +11,323+71.6% | Added |
| Salomon & Ludwin, LLC | 27,293 | $1.67M | 0.14% | +6,414+30.7% | Added |
| Davis Capital Management | 27,539 | $1.67M | 1.49% | +768+2.9% | Added |
| Widmann Financial Services, Inc. | 27,339 | $1.67M | 1.40% | −10.0% | Reduced |
| Secure Asset Management, LLC | 27,348 | $1.67M | 0.39% | −966−3.4% | Reduced |
| Wealth Advisory Solutions, LLC | 27,359 | $1.67M | 0.43% | +1,802+7.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 27,501 | $1.68M | 0.40% | −905−3.2% | Reduced |
| Aull & Monroe Investment Management Corp | 27,529 | $1.68M | 0.77% | −275−1.0% | Reduced |
| M. Kulyk & Associates, LLC | 27,533 | $1.68M | 0.39% | +395+1.5% | Added |
| Eagle Global Advisors LLC | 27,643 | $1.69M | 0.10% | 00.0% | Unchanged |
| Hudock, Inc. | 27,694 | $1.69M | 0.37% | +11,674+72.9% | Added |
| Whitener Capital Management, Inc. | 27,755 | $1.70M | 0.56% | +346+1.3% | Added |
| Avitas Wealth Management LLC | 27,767 | $1.70M | 0.26% | +89+0.3% | Added |
| Leo Wealth, LLC | 27,872 | $1.70M | 0.17% | +684+2.5% | Added |
| Intrust Bank NA | 27,929 | $1.71M | 0.18% | +843+3.1% | Added |
| Koshinski Asset Management, Inc. | 27,953 | $1.71M | 0.18% | +1,242+4.6% | Added |
| First Bank & Trust | 27,984 | $1.71M | 0.35% | +4,631+19.8% | Added |
| StoneX Group Inc. | 27,891 | $1.72M | 0.15% | +4,090+17.2% | Added |
| Dohj, LLC | 28,200 | $1.73M | 0.46% | +1,026+3.8% | Added |
| Nwam LLC | 27,629 | $1.73M | 0.14% | +64+0.2% | Added |
| Gen-Wealth Partners Inc | 28,250 | $1.73M | 0.86% | +28,250 | New |
| West Branch Capital LLC | 28,383 | $1.74M | 0.70% | +2,523+9.8% | Added |
| Boltwood Capital Management | 28,391 | $1.74M | 0.54% | −395−1.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 28,420 | $1.74M | 0.04% | +256+0.9% | Added |
| Independent Financial Group, LLC | 28,433 | $1.74M | 0.08% | +2,520+9.7% | Added |