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 |
|---|---|---|---|---|---|
| Perpetual Ltd | 28,438 | $1.74M | 0.02% | −15,984−36.0% | Reduced |
| Grey Street Capital, LLC | 28,303 | $1.75M | 0.24% | +28,303 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,538 | $1.75M | 0.05% | +3,413+13.6% | Added |
| Fundamentun, LLC | 28,540 | $1.75M | 0.17% | −2,511−8.1% | Reduced |
| Bowen Hanes & Co Inc | 28,572 | $1.75M | 0.05% | 00.0% | Unchanged |
| Del-Sette Capital Management, LLC | 28,579 | $1.75M | 1.44% | +28,579 | New |
| Meridian Management Co | 28,589 | $1.75M | 0.48% | −36−0.1% | Reduced |
| Financial Sense Advisors, Inc. | 28,649 | $1.75M | 0.62% | +9,583+50.3% | Added |
| North Star Asset Management Inc | 28,740 | $1.76M | 0.08% | −233−0.8% | Reduced |
| Lion Street Advisors, LLC | 29,922 | $1.76M | 0.72% | 00.0% | Unchanged |
| Norden Group LLC | 28,892 | $1.77M | 0.36% | +9,473+48.8% | Added |
| SageView Advisory Group, LLC | 28,906 | $1.77M | 0.10% | −5,071−14.9% | Reduced |
| Buckingham Capital Management, Inc. | 28,945 | $1.77M | 0.22% | +892+3.2% | Added |
| Chicago Partners Investment Group LLC | 29,274 | $1.78M | 0.08% | +661+2.3% | Added |
| Keystone Financial Group | 29,079 | $1.78M | 0.26% | +3,599+14.1% | Added |
| WESPAC Advisors, LLC | 29,148 | $1.78M | 1.04% | −1,974−6.3% | Reduced |
| Stevens Capital Management LP | 29,223 | $1.79M | 0.35% | −18,226−38.4% | Reduced |
| Bank Ozk | 29,226 | $1.79M | 0.80% | +750+2.6% | Added |
| Graypoint LLC | 29,352 | $1.80M | 0.13% | +934+3.3% | Added |
| Legacy Advisors, LLC | 29,257 | $1.80M | 0.23% | −11,573−28.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 29,552 | $1.81M | 0.19% | −560−1.9% | Reduced |
| Aprio Wealth Management, LLC | 29,553 | $1.81M | 0.35% | +1,631+5.8% | Added |
| Lakeview Capital Partners, LLC | 29,592 | $1.81M | 0.29% | +50.0% | Added |
| Schechter Investment Advisors, LLC | 29,597 | $1.81M | 0.14% | +197+0.7% | Added |
| Bonness Enterprises Inc | 29,600 | $1.81M | 0.65% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 29,634 | $1.81M | 0.92% | −149−0.5% | Reduced |
| Valicenti Advisory Services Inc | 29,656 | $1.81M | 0.51% | −310−1.0% | Reduced |
| American National Bank & Trust Co | 29,778 | $1.82M | 0.43% | +29,778 | New |
| Ridgecrest Wealth Partners, LLC | 29,778 | $1.82M | 1.08% | −50−0.2% | Reduced |
| Strategic Blueprint, LLC | 29,801 | $1.82M | 0.13% | +643+2.2% | Added |
| Terry L. Blaker | 29,836 | $1.83M | 0.14% | +7,341+32.6% | Added |
| Beaumont Financial Advisors, LLC | 29,870 | $1.83M | 0.15% | +182+0.6% | Added |
| Avidian Wealth Solutions, LLC | 29,901 | $1.83M | 0.10% | +660+2.3% | Added |
| X-Square Capital, LLC | 29,851 | $1.83M | 0.87% | +23,163+346.3% | Added |
| Excalibur Management Corp | 29,947 | $1.83M | 0.78% | +454+1.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $1.84M | 0.43% | 00.0% | Unchanged |
| Papp L Roy & Associates | 30,007 | $1.84M | 0.22% | +192+0.6% | Added |
| Imprint Wealth LLC | 30,274 | $1.84M | 0.45% | +4,695+18.4% | Added |
| SeaCrest Wealth Management, LLC | 30,060 | $1.84M | 0.22% | −3,697−11.0% | Reduced |
| LVM Capital Management Ltd | 30,119 | $1.84M | 0.22% | +89+0.3% | Added |
| Diligent Investors, LLC | 30,133 | $1.84M | 0.46% | −325−1.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 30,206 | $1.85M | 1.02% | −800−2.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 30,262 | $1.85M | 0.45% | +168+0.6% | Added |
| TCM Advisors, LLC | – | $1.85M | 1.46% | – | – |
| Hills Bank & Trust Co | 30,281 | $1.85M | 0.16% | +4,737+18.5% | Added |
| Manchester Capital Management LLC | 30,359 | $1.86M | 0.23% | −2,734−8.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 30,436 | $1.86M | 0.89% | −5,499−15.3% | Reduced |
| Raleigh Capital Management Inc. | 30,486 | $1.87M | 0.80% | −1,536−4.8% | Reduced |
| Armstrong Advisory Group, Inc | 31,651 | $1.87M | 0.18% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 30,501 | $1.87M | 0.28% | −18,014−37.1% | Reduced |
| Sentry Investment Management LLC | 30,634 | $1.87M | 0.73% | 00.0% | Unchanged |
| Arrow Financial Corp | 31,102 | $1.90M | 0.19% | −1,480−4.5% | Reduced |
| Rehmann Capital Advisory Group | 31,213 | $1.91M | 0.14% | +763+2.5% | Added |
| Chicago Trust Co NA | 31,289 | $1.91M | 0.40% | +5,463+21.2% | Added |
| BSW Wealth Partners | 31,295 | $1.91M | 0.32% | +939+3.1% | Added |
| Clarkston Capital Partners, LLC | 31,315 | $1.92M | 0.03% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 31,351 | $1.92M | 0.05% | −4,794−13.3% | Reduced |
| Mayflower Financial Advisors, LLC | 31,411 | $1.92M | 0.32% | +37+0.1% | Added |
| Invst, LLC | 31,679 | $1.92M | 0.23% | +6,819+27.4% | Added |
| FinTrust Capital Advisors, LLC | 31,496 | $1.93M | 0.37% | −2,329−6.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 31,500 | $1.93M | 0.45% | −10,500−25.0% | Reduced |
| Exchange Bank | 31,514 | $1.93M | 1.58% | −61−0.2% | Reduced |
| Weaver Capital Management LLC | 31,540 | $1.93M | 0.67% | +4,452+16.4% | Added |
| Adirondack Trust Co | 31,712 | $1.94M | 0.81% | +44+0.1% | Added |
| Clare Market Investments LLC | 31,765 | $1.94M | 0.61% | −450−1.4% | Reduced |
| Empire Financial Management Company, LLC | 31,778 | $1.94M | 0.64% | −100−0.3% | Reduced |
| Veracity Capital LLC | 31,828 | $1.95M | 0.76% | +69+0.2% | Added |
| McMahon Financial Advisors, LLC | 31,851 | $1.95M | 0.51% | +1,109+3.6% | Added |
| St. Louis Financial Planners Asset Management, LLC | 32,596 | $1.95M | 1.75% | +32,596 | New |
| Chilton Investment Co LLC | 31,894 | $1.95M | 0.05% | −1,389−4.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,926 | $1.95M | 0.04% | +110.0% | Added |
| Financial Advocates Investment Management | 32,083 | $1.96M | 0.11% | +3,341+11.6% | Added |
| Fruth Investment Management | 32,144 | $1.97M | 0.50% | −58−0.2% | Reduced |
| Consolidated Planning Corp | 32,193 | $1.97M | 0.34% | −767−2.3% | Reduced |
| Peddock Capital Advisors, LLC | 32,278 | $1.97M | 0.52% | +441+1.4% | Added |
| Massachusetts Wealth Management | 32,306 | $1.98M | 1.39% | +1,225+3.9% | Added |
| Aaron Wealth Advisors | 32,309 | $1.98M | 0.28% | +7,621+30.9% | Added |
| WMS Partners, LLC | 32,381 | $1.98M | 0.14% | +475+1.5% | Added |
| LMG Wealth Partners, LLC | 32,440 | $1.98M | 0.50% | +778+2.5% | Added |
| Quest Partners LLC | 32,493 | $1.99M | 0.35% | +16,230+99.8% | Added |
| Royal Fund Management, LLC | 32,589 | $1.99M | 0.23% | +1,079+3.4% | Added |
| Sweet Financial Partners, LLC | 32,714 | $2.00M | 0.46% | +8,527+35.3% | Added |
| Certified Advisory Corp | 32,792 | $2.01M | 0.28% | −729−2.2% | Reduced |
| Washington Trust Co | 32,865 | $2.01M | 0.07% | −605−1.8% | Reduced |
| Arbor Capital Management Inc | 32,269 | $2.01M | 1.91% | −5,095−13.6% | Reduced |
| Centiva Capital, LP | 32,914 | $2.01M | 0.11% | +11,642+54.7% | Added |
| Cobblestone Capital Advisors LLC | 32,933 | $2.01M | 0.13% | +135+0.4% | Added |
| Hudson Bay Capital Management LP | 32,934 | $2.01M | 0.02% | −127,283−79.4% | Reduced |
| Marks Group Wealth Management, Inc | 32,983 | $2.02M | 0.21% | −1,883−5.4% | Reduced |
| Transcend Wealth Collective, LLC | 33,011 | $2.02M | 0.16% | −1,625−4.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 33,130 | $2.03M | 0.12% | −269−0.8% | Reduced |
| Abacus Planning Group, Inc. | 33,166 | $2.03M | 0.40% | +1,261+4.0% | Added |
| HTLF Bank | 33,223 | $2.03M | 0.23% | −400−1.2% | Reduced |
| Pictet & Cie (Europe) SA | 33,250 | $2.03M | 0.05% | +4,700+16.5% | Added |
| Cetera Trust Company, N.A | 33,270 | $2.04M | 1.22% | +1,025+3.2% | Added |
| Morningstar Investment Management LLC | 33,276 | $2.04M | 0.22% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 33,312 | $2.04M | 0.11% | −59,621−64.2% | Reduced |
| Farther Finance Advisors, LLC | 33,665 | $2.04M | 0.12% | +10,496+45.3% | Added |
| Ethic Inc. | 33,419 | $2.04M | 0.05% | +3,331+11.1% | Added |
| Highlander Capital Management, LLC | 33,880 | $2.07M | 0.71% | +300+0.9% | Added |