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 |
|---|---|---|---|---|---|
| ICW Investment Advisors LLC | 33,922 | $2.08M | 0.92% | +50.0% | Added |
| Thompson Investment Management, Inc. | 34,052 | $2.08M | 0.32% | +578+1.7% | Added |
| Flagship Harbor Advisors, LLC | 34,059 | $2.08M | 0.13% | +322+1.0% | Added |
| PFC Capital Group, Inc. | 34,083 | $2.08M | 1.12% | +235+0.7% | Added |
| Cohen Investment Advisors LLC | 34,242 | $2.09M | 1.36% | +4,594+15.5% | Added |
| Klingenstein Fields & Co LP | 34,265 | $2.10M | 0.09% | −400−1.2% | Reduced |
| Mission Wealth Management, LP | 34,282 | $2.10M | 0.06% | −1,455−4.1% | Reduced |
| Roundview Capital LLC | 34,368 | $2.10M | 0.17% | −66−0.2% | Reduced |
| LongView Wealth Management | 34,400 | $2.10M | 0.83% | −4,530−11.6% | Reduced |
| RMR Wealth Builders | 34,195 | $2.11M | 0.25% | +3,444+11.2% | Added |
| Pathway Financial Advisers, LLC | 34,459 | $2.11M | 0.76% | −903−2.6% | Reduced |
| Schnieders Capital Management LLC | 34,570 | $2.11M | 0.44% | −300−0.9% | Reduced |
| Wilkins Investment Counsel Inc | 34,638 | $2.12M | 0.31% | +24,968+258.2% | Added |
| Nelson Capital Management, LLC | 34,751 | $2.13M | 0.41% | +5,407+18.4% | Added |
| Advisors Management Group Inc | 34,973 | $2.14M | 0.53% | −669−1.9% | Reduced |
| BIP Wealth, LLC | 35,047 | $2.14M | 0.16% | +591+1.7% | Added |
| Baader Bank INC | 35,100 | $2.15M | 0.18% | −1,526−4.2% | Reduced |
| Bragg Financial Advisors, Inc | 35,197 | $2.15M | 0.10% | −634−1.8% | Reduced |
| Mathes Company, Inc. | 35,245 | $2.16M | 0.81% | +125+0.4% | Added |
| Evergreen Capital Management LLC | 34,993 | $2.16M | 0.08% | +275+0.8% | Added |
| Northstar Group, Inc. | 35,376 | $2.16M | 0.43% | −359−1.0% | Reduced |
| Wedmont Private Capital | 36,289 | $2.17M | 0.16% | +1,886+5.5% | Added |
| Brighton Jones LLC | 35,478 | $2.17M | 0.08% | +2,068+6.2% | Added |
| Atlantic Union Bankshares Corp | 35,611 | $2.18M | 0.18% | −90.0% | Reduced |
| Legacy Financial Advisors, Inc. | 35,725 | $2.19M | 0.39% | +1,266+3.7% | Added |
| Mirabella Financial Services LLP | 35,740 | $2.19M | 0.16% | +6,170+20.9% | Added |
| LRI Investments, LLC | 35,800 | $2.19M | 0.55% | +35,800 | New |
| Forum Financial Management, LP | 35,857 | $2.19M | 0.04% | −60−0.2% | Reduced |
| Northeast Investment Management | 36,059 | $2.21M | 0.11% | −2,897−7.4% | Reduced |
| Investors Asset Management of Georgia Inc | 36,183 | $2.21M | 1.04% | +675+1.9% | Added |
| Independent Investors Inc | 36,225 | $2.22M | 0.53% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 36,260 | $2.22M | 0.27% | +1,240+3.5% | Added |
| Leonteq Securities AG | 36,260 | $2.22M | 0.30% | +4,508+14.2% | Added |
| United Asset Strategies, Inc. | 36,387 | $2.23M | 0.22% | +2,690+8.0% | Added |
| NWF Advisory Services Inc. | 36,435 | $2.23M | 0.37% | −1,922−5.0% | Reduced |
| Banco de Sabadell, S.A | 36,519 | $2.23M | 1.66% | −553−1.5% | Reduced |
| GAMMA Investing LLC | 36,520 | $2.23M | 0.46% | +5,243+16.8% | Added |
| CVA Family Office, LLC | 36,539 | $2.24M | 0.40% | +161+0.4% | Added |
| Palumbo Wealth Management LLC | 36,599 | $2.24M | 1.00% | +4,097+12.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,623 | $2.24M | 0.23% | −726−1.9% | Reduced |
| Moran Wealth Management, LLC | 36,722 | $2.25M | 0.07% | −2,918−7.4% | Reduced |
| Gifford Fong Associates | 37,000 | $2.26M | 0.62% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 37,058 | $2.27M | 0.45% | +1,108+3.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 37,090 | $2.27M | 1.44% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 36,600 | $2.27M | 0.19% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 37,226 | $2.28M | 0.10% | −190−0.5% | Reduced |
| JT Stratford LLC | 37,379 | $2.29M | 0.46% | +15,836+73.5% | Added |
| Shoker Investment Counsel, Inc. | 37,750 | $2.29M | 0.82% | +405+1.1% | Added |
| Nilsine Partners, LLC | 37,472 | $2.29M | 0.31% | −2,100−5.3% | Reduced |
| Smith, Moore & Co. | 37,602 | $2.30M | 0.25% | +347+0.9% | Added |
| Regatta Capital Group, LLC | 37,602 | $2.30M | 0.52% | +1,215+3.3% | Added |
| Yeomans Consulting Group, Inc. | 37,643 | $2.30M | 1.01% | −230−0.6% | Reduced |
| LGT Fund Management Co Ltd. | 37,680 | $2.31M | 0.96% | −17,320−31.5% | Reduced |
| Capital Investment Advisory Services, LLC | 37,766 | $2.31M | 0.25% | −3,842−9.2% | Reduced |
| Valmark Advisers, Inc. | 37,791 | $2.31M | 0.04% | +731+2.0% | Added |
| DF Dent & Co Inc | 37,837 | $2.31M | 0.03% | −120.0% | Reduced |
| Allred Capital Management, LLC | 37,874 | $2.32M | 0.90% | −3,128−7.6% | Reduced |
| Keystone Financial Planning, Inc. | 37,929 | $2.32M | 0.75% | −84−0.2% | Reduced |
| Harbour Investments, Inc. | 37,980 | $2.32M | 0.08% | −5,692−13.0% | Reduced |
| LBMC Investment Advisors, LLC | 38,370 | $2.35M | 0.20% | 00.0% | Unchanged |
| Constitution Capital LLC | 38,434 | $2.35M | 1.33% | +14,650+61.6% | Added |
| Private Trust Co NA | 38,541 | $2.36M | 0.25% | −580−1.5% | Reduced |
| Jag Capital Management, LLC | 38,566 | $2.36M | 0.33% | +553+1.5% | Added |
| Wealthcare Advisory Partners LLC | 38,634 | $2.36M | 0.08% | +4,754+14.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 38,751 | $2.37M | 1.01% | +1,129+3.0% | Added |
| Truvestments Capital LLC | 38,793 | $2.37M | 0.91% | +30,459+365.5% | Added |
| Nicolet Bankshares Inc | 38,834 | $2.38M | 0.59% | +355+0.9% | Added |
| Capstone Triton Financial Group, LLC | 39,338 | $2.41M | 1.71% | +1,281+3.4% | Added |
| Independence Bank of Kentucky | 39,363 | $2.41M | 0.72% | +2,015+5.4% | Added |
| Northeast Financial Consultants Inc | 39,417 | $2.41M | 0.12% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 39,554 | $2.42M | 0.81% | −13,649−25.7% | Reduced |
| Advisors Capital Management, LLC | 39,698 | $2.43M | 0.04% | +26,352+197.5% | Added |
| Boothbay Fund Management, LLC | 39,850 | $2.44M | 0.07% | +12,742+47.0% | Added |
| St. Johns Investment Management Company, LLC | 39,969 | $2.45M | 1.17% | −698−1.7% | Reduced |
| D.B. Root & Company, LLC | 39,974 | $2.45M | 0.83% | +1,411+3.7% | Added |
| Boston Trust Walden Corp | 40,012 | $2.45M | 0.02% | +325+0.8% | Added |
| Radnor Capital Management, LLC | 40,008 | $2.45M | 0.42% | −1,513−3.6% | Reduced |
| Syon Capital LLC | 40,135 | $2.46M | 0.23% | +3,955+10.9% | Added |
| Campbell Capital Management Inc | 40,458 | $2.48M | 1.09% | −500−1.2% | Reduced |
| Lynx Capital Group Ltd | 40,623 | $2.49M | 1.68% | +2,458+6.4% | Added |
| Cypress Asset Management Inc | 39,657 | $2.49M | 0.67% | −1,195−2.9% | Reduced |
| First Western Trust Bank | 40,710 | $2.49M | 0.11% | −1,421−3.4% | Reduced |
| Dudley Capital Management, LLC | 41,049 | $2.49M | 1.45% | +20.0% | Added |
| Jaffetilchin Investment Partners, LLC | 40,789 | $2.50M | 0.22% | −9,851−19.5% | Reduced |
| Holderness Investments Co | 40,794 | $2.50M | 0.61% | +781+2.0% | Added |
| Walter & Keenan Financial Consulting Co | 40,816 | $2.50M | 0.82% | −160−0.4% | Reduced |
| Heritage Trust Co | 40,839 | $2.50M | 0.33% | −1,052−2.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 40,864 | $2.50M | 0.29% | +1,822+4.7% | Added |
| Field & Main Bank | 40,984 | $2.51M | 0.97% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 41,023 | $2.51M | 0.08% | −3,648−8.2% | Reduced |
| Stamos Capital Partners, L.P. | 41,040 | $2.51M | 0.57% | −1,350−3.2% | Reduced |
| River & Mercantile Asset Management LLP | 41,250 | $2.52M | 0.63% | −21,332−34.1% | Reduced |
| Tompkins Financial Corp | 41,323 | $2.53M | 0.29% | +29+0.1% | Added |
| Sterling Investment Counsel, LLC | 41,401 | $2.53M | 1.17% | +821+2.0% | Added |
| Quadrant Capital Group LLC | 41,422 | $2.53M | 0.20% | +4,310+11.6% | Added |
| Cigna Investments Inc | 41,531 | $2.54M | 0.48% | −297−0.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 41,550 | $2.54M | 0.46% | +1,064+2.6% | Added |
| Signet Investment Advisory Group, Inc. | 41,672 | $2.55M | 1.39% | +1,784+4.5% | Added |
| Leelyn Smith, LLC | 41,896 | $2.56M | 0.51% | −254−0.6% | Reduced |
| Portside Wealth Group, LLC | 41,987 | $2.57M | 0.48% | −721−1.7% | Reduced |