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
- 2,989
- +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
- 1,205 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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 901 | $55.1K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 906 | $55.4K | 0.04% | +7+0.8% | Added |
| Private Ocean, LLC | 915 | $56.0K | 0.01% | −2,042−69.1% | Reduced |
| Clear Investment Research, LLC | 951 | $58.2K | 0.08% | −2−0.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 960 | $58.7K | 0.01% | +23+2.5% | Added |
| GoalVest Advisory LLC | 988 | $60.4K | 0.02% | +76+8.3% | Added |
| Tanglewood Legacy Advisors, LLC | 994 | $60.8K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 996 | $60.9K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $61.2K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 1,000 | $61.2K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,007 | $61.6K | 0.05% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,018 | $62.3K | 0.04% | −60−5.6% | Reduced |
| NVWM, LLC | 1,010 | $62.3K | 0.02% | +59+6.2% | Added |
| Kelly Financial Services LLC | 1,020 | $62.4K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 1,015 | $63.7K | 0.02% | −2,107−67.5% | Reduced |
| Chesapeake Asset Management LLC | 1,074 | $65.7K | 0.07% | −6,212−85.3% | Reduced |
| Gold Investment Management Ltd. | 1,125 | $68.8K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,131 | $69.2K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,135 | $69.4K | 0.03% | −181−13.8% | Reduced |
| Avion Wealth | 1,144 | $70.0K | 0.02% | +325+39.7% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,165 | $71.3K | 0.06% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,175 | $71.9K | 0.04% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 1,207 | $73.8K | 0.06% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,212 | $74.2K | 0.01% | +152+14.3% | Added |
| Byrne Asset Management LLC | 1,265 | $77.4K | 0.05% | – | – |
| Guardian Wealth Management, Inc. | 1,266 | $77.5K | 0.06% | −107−7.8% | Reduced |
| Fairman Group, LLC | 1,257 | $77.5K | 0.07% | −186−12.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 1,270 | $77.7K | 0.02% | −735−36.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,270 | $77.7K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,300 | $77.8K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,290 | $78.9K | 0.05% | −11−0.8% | Reduced |
| Global Wealth Strategies & Associates | 1,366 | $83.6K | 0.03% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,381 | $84.0K | 0.02% | +1,381 | New |
| Financial Synergies Wealth Advisors, Inc. | 1,385 | $84.7K | 0.01% | +521+60.3% | Added |
| Beaird Harris Wealth Management, LLC | 1,399 | $85.6K | 0.01% | +740+112.3% | Added |
| Financial Perspectives, Inc | 1,437 | $87.9K | 0.03% | −402−21.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,440 | $88.2K | 0.01% | +1,440 | New |
| Oliver Lagore Vanvalin Investment Group | 1,453 | $88.9K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,469 | $89.9K | 0.04% | +181+14.1% | Added |
| Arlington Trust Co LLC | 1,482 | $90.7K | 0.02% | −449−23.3% | Reduced |
| AllSquare Wealth Management LLC | 1,496 | $91.5K | 0.05% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,500 | $91.8K | 0.07% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 1,521 | $93.8K | 0.00% | +1,521 | New |
| VisionPoint Advisory Group, LLC | 1,567 | $95.9K | 0.03% | −75−4.6% | Reduced |
| Orion Capital Management LLC | 1,592 | $97.4K | 0.05% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,594 | $97.5K | 0.05% | 00.0% | Unchanged |
| Vima LLC | 1,575 | $97.7K | 0.11% | −18−1.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,600 | $97.9K | 0.07% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,600 | $97.9K | 0.08% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 1,615 | $98.8K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,673 | $102.4K | 0.08% | +1,673 | New |
| Virtus Investment Advisers, Inc. | 1,706 | $104.4K | 0.07% | −182−9.6% | Reduced |
| FSC Wealth Advisors, LLC | 1,711 | $104.7K | 0.07% | +399+30.4% | Added |
| Cornerstone Planning Group LLC | 1,740 | $108.1K | 0.03% | −194−10.0% | Reduced |
| Impact Partnership Wealth, LLC | 1,785 | $109.2K | 0.04% | 00.0% | Unchanged |
| Lipe & Dalton | 1,800 | $110.0K | 0.06% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,800 | $110.1K | 0.06% | 00.0% | Unchanged |
| First Pacific Financial | 1,804 | $110.4K | 0.03% | −329−15.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,844 | $112.8K | 0.03% | +25+1.4% | Added |
| McClarren Financial Advisors, Inc. | 1,834 | $113.0K | 0.08% | +200+12.2% | Added |
| Islay Capital Management, LLC | 1,856 | $113.5K | 0.08% | +300+19.3% | Added |
| Stone House Investment Management, LLC | 1,868 | $114.3K | 0.03% | +667+55.5% | Added |
| Tortoise Investment Management, LLC | 1,916 | $117.2K | 0.01% | −97−4.8% | Reduced |
| PSI Advisors, LLC | 1,943 | $118.9K | 0.04% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,997 | $122.2K | 0.03% | −1,005−33.5% | Reduced |
| Lowe Wealth Advisors, LLC | 2,013 | $123.2K | 0.06% | 00.0% | Unchanged |
| Biglari Capital Corp. | 2,020 | $123.6K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,034 | $124.5K | 0.01% | +692+51.6% | Added |
| Future Financial Wealth Managment LLC | 2,065 | $126.3K | 0.10% | +2,065 | New |
| Hollencrest Capital Management | 2,078 | $127.2K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,143 | $131.0K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 2,187 | $133.8K | 0.02% | −844−27.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,219 | $135.7K | 0.05% | +2,219 | New |
| Pineridge Advisors LLC | 2,265 | $138.6K | 0.05% | +175+8.4% | Added |
| Tyler-Stone Wealth Management | 2,275 | $139.2K | 0.06% | −461−16.8% | Reduced |
| Pacifica Partners Inc. | 2,358 | $142.3K | 0.06% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,411 | $147.5K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,411 | $147.5K | 0.08% | 00.0% | Unchanged |
| First Community Trust NA | 2,414 | $147.7K | 0.14% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 2,440 | $149.3K | 0.09% | +1,759+258.3% | Added |
| Stelac Advisory Services LLC | 2,439 | $149.9K | 0.07% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,550 | $156.0K | 0.05% | −200−7.3% | Reduced |
| Pingora Partners LLC | 2,560 | $156.6K | 0.11% | +560+28.0% | Added |
| Versant Capital Management, Inc | 2,607 | $159.5K | 0.05% | −55−2.1% | Reduced |
| Atlas Capital Advisors LLC | 2,627 | $160.7K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,650 | $162.1K | 0.04% | +2,650 | New |
| Pflug Koory, LLC | 2,677 | $163.8K | 0.08% | −460−14.7% | Reduced |
| SJS Investment Consulting Inc. | 2,695 | $164.9K | 0.03% | −254−8.6% | Reduced |
| Piscataqua Savings Bank | 2,708 | $165.7K | 0.15% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,709 | $166.0K | 0.01% | −2,509−48.1% | Reduced |
| Advantage Trust Co | 2,725 | $166.7K | 0.12% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,721 | $167.8K | 0.01% | −7,846−74.3% | Reduced |
| Crewe Advisors LLC | 2,766 | $169.2K | 0.02% | +2,766 | New |
| Operose Advisors LLC | 2,811 | $172.0K | 0.06% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,821 | $172.6K | 0.08% | −20−0.7% | Reduced |
| Main Street Group, LTD | 2,858 | $173.6K | 0.08% | +327+12.9% | Added |
| Intelligent Financial Strategies | 2,922 | $180.2K | 0.11% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 3,005 | $183.9K | 0.09% | +541+22.0% | Added |
| Acima Private Wealth, LLC | 3,045 | $186.3K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,053 | $186.8K | 0.08% | +320+11.7% | Added |