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 |
|---|---|---|---|---|---|
| Mid-American Wealth Advisory Group, Inc. | 42,098 | $2.58M | 1.74% | +424+1.0% | Added |
| Marino, Stram & Associates LLC | 42,109 | $2.58M | 0.61% | +1,996+5.0% | Added |
| IFP Advisors, Inc | 42,195 | $2.58M | 0.11% | +2,669+6.8% | Added |
| Centaurus Financial, Inc. | 42,203 | $2.58M | 0.18% | −1,741−4.0% | Reduced |
| Azzad Asset Management Inc | 42,247 | $2.58M | 0.30% | −1,100−2.5% | Reduced |
| Northcape Wealth Management, LLC | 42,275 | $2.59M | 0.94% | −1,794−4.1% | Reduced |
| World Equity Group, Inc. | 42,314 | $2.59M | 0.53% | +1,868+4.6% | Added |
| Coastal Investment Advisors, Inc. | 42,462 | $2.60M | 0.54% | +1,419+3.5% | Added |
| Catalina Capital Group, LLC | 42,545 | $2.60M | 1.11% | +6,096+16.7% | Added |
| CoreCap Advisors, LLC | 42,632 | $2.61M | 0.14% | +3,640+9.3% | Added |
| iA Global Asset Management Inc. | 42,651 | $2.61M | 0.05% | −2,563−5.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 42,662 | $2.61M | 0.41% | +4,288+11.2% | Added |
| Cornerstone Enterprises, LLC | 43,031 | $2.61M | 1.92% | −28,076−39.5% | Reduced |
| Jmac Enterprises LLC | 42,719 | $2.61M | 0.49% | +1,072+2.6% | Added |
| BLB&B Advisors, LLC | 42,742 | $2.61M | 0.15% | +5,475+14.7% | Added |
| First National Trust Co | 42,765 | $2.62M | 0.11% | −869−2.0% | Reduced |
| Citadel Investment Advisory, Inc. | 42,803 | $2.62M | 1.48% | −100−0.2% | Reduced |
| Verity & Verity, LLC | 42,912 | $2.63M | 0.29% | −1,298−2.9% | Reduced |
| Main Street Financial Solutions, LLC | 42,919 | $2.63M | 0.28% | +909+2.2% | Added |
| Busey Wealth Management | 42,919 | $2.63M | 0.09% | −442−1.0% | Reduced |
| Chickasaw Capital Management LLC | 43,177 | $2.64M | 0.13% | +840+2.0% | Added |
| Providence Capital Advisors, LLC | 43,263 | $2.65M | 0.58% | +747+1.8% | Added |
| Edgestream Partners, L.P. | 43,301 | $2.65M | 0.13% | +13,675+46.2% | Added |
| Raab & Moskowitz Asset Management LLC | 43,460 | $2.66M | 0.74% | +732+1.7% | Added |
| SS&H Financial Advisors, Inc. | 43,506 | $2.66M | 1.11% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 43,192 | $2.66M | 0.44% | +14,400+50.0% | Added |
| Arete Wealth Advisors, LLC | 43,830 | $2.68M | 0.25% | −12,752−22.5% | Reduced |
| Perennial Investment Advisors, LLC | 43,877 | $2.68M | 0.41% | +1,013+2.4% | Added |
| Sumitomo Life Insurance Co | 43,910 | $2.69M | 0.07% | −1,673−3.7% | Reduced |
| Aptus Capital Advisors, LLC | 44,311 | $2.71M | 0.06% | +7,561+20.6% | Added |
| Meridian Wealth Management, LLC | 44,594 | $2.73M | 0.45% | +943+2.2% | Added |
| Western Wealth Management, LLC | 44,662 | $2.73M | 0.21% | −23,781−34.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 44,689 | $2.73M | 2.06% | −546−1.2% | Reduced |
| Grandfield & Dodd, LLC | 44,709 | $2.74M | 0.17% | −424−0.9% | Reduced |
| Mather Group, LLC. | 46,535 | $2.74M | 0.04% | −9,763−17.3% | Reduced |
| Duff & Phelps Investment Management Co | 44,890 | $2.75M | 0.03% | +1,470+3.4% | Added |
| Trustco Bank Corp N Y | 44,959 | $2.75M | 2.86% | −445−1.0% | Reduced |
| Harbour Investment Management LLC | 44,689 | $2.76M | 1.29% | −831−1.8% | Reduced |
| Summit Financial, LLC | 45,221 | $2.79M | 0.17% | +1,904+4.4% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 45,597 | $2.79M | 1.19% | −873−1.9% | Reduced |
| Insigneo Advisory Services, LLC | 45,378 | $2.80M | 0.33% | −1,438−3.1% | Reduced |
| IFG Advisory, LLC | 45,940 | $2.81M | 0.21% | +409+0.9% | Added |
| United Community Bank | 45,943 | $2.81M | 1.09% | +3,617+8.5% | Added |
| Violich Capital Management, Inc. | 46,047 | $2.82M | 0.40% | −200−0.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 46,092 | $2.82M | 1.64% | −1,617−3.4% | Reduced |
| Verdence Capital Advisors LLC | 46,309 | $2.83M | 0.26% | −1,422−3.0% | Reduced |
| NorthRock Partners, LLC | 46,004 | $2.84M | 0.11% | +1,383+3.1% | Added |
| Veritas Asset Management LLP | 46,387 | $2.84M | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 46,468 | $2.84M | 1.57% | −150−0.3% | Reduced |
| Ancora Advisors, LLC | 46,528 | $2.85M | 0.07% | +3,435+8.0% | Added |
| Mill Capital Management, LLC | 46,677 | $2.86M | 0.24% | −40−0.1% | Reduced |
| Jones Financial Companies LLLP | 46,785 | $2.86M | 0.00% | +15,684+50.4% | Added |
| Trust Co of Virginia | 46,825 | $2.86M | 0.27% | −157−0.3% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 46,910 | $2.87M | 0.03% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 46,916 | $2.87M | 1.55% | −251−0.5% | Reduced |
| New England Research & Management, Inc. | 46,932 | $2.87M | 1.41% | −611−1.3% | Reduced |
| Foundations Investment Advisors, LLC | 47,297 | $2.89M | 0.08% | −73−0.2% | Reduced |
| Morton Community Bank | 47,336 | $2.90M | 0.83% | +3,164+7.2% | Added |
| Boston Family Office LLC | 47,474 | $2.90M | 0.21% | −58−0.1% | Reduced |
| Capital Analysts, LLC | 47,468 | $2.90M | 0.14% | +3,038+6.8% | Added |
| Jennison Associates LLC | 47,562 | $2.91M | 0.00% | +1,746+3.8% | Added |
| Connectus Wealth, LLC | 47,665 | $2.92M | 0.08% | +727+1.5% | Added |
| Meeder Advisory Services, Inc. | 47,960 | $2.93M | 0.30% | +963+2.0% | Added |
| First PREMIER Bank | 48,058 | $2.94M | 0.78% | −2,988−5.9% | Reduced |
| Baldwin Brothers Inc | 48,128 | $2.94M | 0.22% | −650−1.3% | Reduced |
| Palisade Asset Management, LLC | 48,336 | $2.96M | 0.29% | +71+0.1% | Added |
| Gillespie Robinson & Grimm Inc | 48,339 | $2.96M | 0.24% | +380+0.8% | Added |
| Profund Advisors LLC | 48,341 | $2.96M | 0.12% | −3,882−7.4% | Reduced |
| Hikari Power Ltd | 48,400 | $2.96M | 0.25% | 00.0% | Unchanged |
| United Bank | 48,399 | $2.96M | 1.51% | +730+1.5% | Added |
| Country Club Bank | 48,403 | $2.96M | 0.21% | −938−1.9% | Reduced |
| Concord Asset Management, LLC | 48,525 | $2.97M | 0.78% | +9,088+23.0% | Added |
| Texas Yale Capital Corp. | 48,614 | $2.97M | 0.13% | +170+0.4% | Added |
| NBC Securities, Inc. | 48,630 | $2.98M | 0.28% | +3,060+6.7% | Added |
| Connable Office Inc | 48,709 | $2.98M | 0.34% | −1,301−2.6% | Reduced |
| Donaldson Capital Management, LLC | 49,016 | $3.00M | 0.12% | +1,655+3.5% | Added |
| Inscription Capital, LLC | 49,229 | $3.01M | 0.50% | +13,297+37.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 51,013 | $3.01M | 0.58% | −6,373−11.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 49,260 | $3.01M | 0.71% | −6,500−11.7% | Reduced |
| Gould Capital, LLC | 49,371 | $3.02M | 2.13% | +4,124+9.1% | Added |
| Tyche Wealth Partners LLC | 49,451 | $3.03M | 0.74% | +395+0.8% | Added |
| Arlington Partners LLC | 49,596 | $3.03M | 1.55% | +8,403+20.4% | Added |
| Janney Capital Management LLC | 49,788 | $3.05M | 0.20% | −2,024−3.9% | Reduced |
| St. Clair Advisors, LLC | 49,928 | $3.05M | 0.99% | 00.0% | Unchanged |
| Viking Fund Management LLC | 50,000 | $3.06M | 0.55% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 50,129 | $3.07M | 0.42% | +2,778+5.9% | Added |
| Checchi Capital Advisers, LLC | 50,612 | $3.10M | 0.24% | −1,368−2.6% | Reduced |
| Kavar Capital Partners Group, LLC | 50,739 | $3.10M | 0.57% | −19,667−27.9% | Reduced |
| Thoroughbred Financial Services, LLC | 50,754 | $3.10M | 0.30% | −123−0.2% | Reduced |
| RB Capital Management, LLC | 50,934 | $3.12M | 0.83% | +622+1.2% | Added |
| Moloney Securities Asset Management, LLC | 51,059 | $3.12M | 0.47% | −214−0.4% | Reduced |
| Summit Financial Group Inc | 51,209 | $3.13M | 1.11% | +133+0.3% | Added |
| Oak Harbor Wealth Partners, LLC | 51,291 | $3.14M | 0.98% | +100+0.2% | Added |
| Moody National Bank Trust Division | 51,307 | $3.14M | 0.25% | +2,690+5.5% | Added |
| Cypress Capital Group | 51,431 | $3.15M | 0.38% | +139+0.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 51,547 | $3.18M | 1.34% | −913−1.7% | Reduced |
| KCM Investment Advisors LLC | 52,066 | $3.19M | 0.12% | +1,374+2.7% | Added |
| Beech Hill Advisors, Inc. | 52,194 | $3.19M | 1.33% | +1,721+3.4% | Added |
| Thomas Story & Son LLC | 52,369 | $3.20M | 1.35% | −100−0.2% | Reduced |
| Steward Partners Investment Solutions, LLC | 52,548 | $3.21M | 0.54% | +22,222+73.3% | Added |