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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Pavion Blue Capital, LLC | 52,692 | $3.22M | 1.59% | −30.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 52,722 | $3.23M | 0.77% | −813−1.5% | Reduced |
| M&R Capital Management Inc | 52,775 | $3.23M | 0.79% | −1,150−2.1% | Reduced |
| Highland Capital Management, LLC | 52,920 | $3.24M | 0.19% | −593−1.1% | Reduced |
| Callahan Advisors, LLC | 53,080 | $3.25M | 0.34% | −137−0.3% | Reduced |
| Clough Capital Partners L P | 53,150 | $3.25M | 0.36% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 53,529 | $3.27M | 0.43% | +53,529 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 53,601 | $3.28M | 4.27% | −921−1.7% | Reduced |
| Woodstock Corp | 53,633 | $3.28M | 0.34% | −506−0.9% | Reduced |
| Investment Advisory Services Inc | 53,636 | $3.28M | 1.20% | −318−0.6% | Reduced |
| Integrated Advisors Network LLC | 53,653 | $3.28M | 0.17% | +230.0% | Added |
| Shepherd Financial Partners LLC | 53,677 | $3.28M | 0.43% | +466+0.9% | Added |
| Cozad Asset Management Inc | 53,677 | $3.28M | 0.34% | +766+1.4% | Added |
| Wellington Shields Capital Management, LLC | 53,725 | $3.29M | 0.62% | +200+0.4% | Added |
| Jackson Wealth Management, LLC | 53,771 | $3.29M | 0.41% | +6,768+14.4% | Added |
| FRG Family Wealth Advisors LLC | 53,311 | $3.29M | 0.65% | −236−0.4% | Reduced |
| MEMBERS Trust Co | 53,905 | $3.30M | 0.10% | +46,385+616.8% | Added |
| Mengis Capital Management, Inc. | 54,173 | $3.31M | 0.51% | +3,615+7.2% | Added |
| Community Trust & Investment Co | 54,470 | $3.33M | 0.23% | +6,458+13.5% | Added |
| Trilogy Capital Inc. | 54,574 | $3.34M | 0.19% | +9,662+21.5% | Added |
| Qtron Investments LLC | 54,768 | $3.35M | 0.47% | +8,378+18.1% | Added |
| Argent Advisors, Inc. | 55,087 | $3.37M | 1.33% | +727+1.3% | Added |
| United Bank | 55,265 | $3.38M | 0.40% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 55,408 | $3.39M | 0.26% | −308−0.6% | Reduced |
| Bremer Bank National Association | 55,505 | $3.40M | 0.63% | −9,738−14.9% | Reduced |
| Sandy Spring Bank | 55,548 | $3.40M | 0.15% | −2,832−4.9% | Reduced |
| CFM Wealth Partners LLC | 55,663 | $3.41M | 0.68% | +8,334+17.6% | Added |
| Semmax Financial Advisors Inc. | 53,911 | $3.43M | 1.13% | −4,794−8.2% | Reduced |
| Capstone Investment Advisors, LLC | 56,035 | $3.43M | 0.06% | +30,685+121.0% | Added |
| TCW Group Inc | 56,066 | $3.43M | 0.03% | −9,485−14.5% | Reduced |
| Good Life Advisors, LLC | 56,396 | $3.45M | 0.31% | +2,091+3.9% | Added |
| Cannon Financial Strategists, Inc. | 56,626 | $3.46M | 0.68% | −2,538−4.3% | Reduced |
| Channel Wealth LLC | 56,942 | $3.48M | 1.40% | +6,779+13.5% | Added |
| Hancock Whitney Corp | 57,022 | $3.49M | 0.12% | +7,226+14.5% | Added |
| Ameritas Advisory Services, LLC | 57,069 | $3.51M | 0.14% | +4,112+7.8% | Added |
| R.H. Dinel Investment Counsel, Inc. | 57,525 | $3.52M | 2.25% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 60,327 | $3.54M | 1.39% | +15,293+34.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 57,900 | $3.54M | 0.30% | +9,495+19.6% | Added |
| Sofos Investments, Inc. | 59,056 | $3.55M | 0.48% | +30,198+104.6% | Added |
| Princeton Global Asset Management LLC | 58,080 | $3.55M | 0.85% | −549−0.9% | Reduced |
| Public Sector Pension Investment Board | 58,461 | $3.58M | 0.03% | −2,600−4.3% | Reduced |
| Smith, Salley & Associates | 58,472 | $3.58M | 0.28% | −27,017−31.6% | Reduced |
| Old National Bancorp | 59,013 | $3.61M | 0.09% | +3,654+6.6% | Added |
| Tritonpoint Wealth, LLC | 56,635 | $3.61M | 0.38% | −7,777−12.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 58,602 | $3.61M | 0.24% | −11,690−16.6% | Reduced |
| MSH Capital Advisors LLC | 59,196 | $3.62M | 1.27% | −130−0.2% | Reduced |
| Blue Chip Partners, Inc. | 59,252 | $3.63M | 0.35% | −1,739−2.9% | Reduced |
| Broadwater Capital Management LLC | 59,585 | $3.65M | 2.80% | −100−0.2% | Reduced |
| Argyle Capital Management Inc. | 59,623 | $3.65M | 1.41% | −4,000−6.3% | Reduced |
| Washington Trust Advisors, Inc. | 59,905 | $3.67M | 0.34% | −3,185−5.0% | Reduced |
| PDS Planning, Inc | 59,927 | $3.67M | 0.39% | −938−1.5% | Reduced |
| We Are One Seven, LLC | 59,955 | $3.67M | 0.19% | −3,070−4.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 60,123 | $3.68M | 0.39% | +994+1.7% | Added |
| Procyon Private Wealth Partners, LLC | 60,356 | $3.69M | 0.29% | +7,470+14.1% | Added |
| Caldwell Trust Co | 60,483 | $3.70M | 0.43% | −13,966−18.8% | Reduced |
| Chatham Capital Group, Inc. | 60,638 | $3.71M | 0.68% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 60,657 | $3.71M | 1.53% | +63+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 60,970 | $3.73M | 0.60% | −706−1.1% | Reduced |
| Concord Wealth Partners | 61,022 | $3.73M | 0.67% | +17,727+40.9% | Added |
| Ritholtz Wealth Management | 61,349 | $3.75M | 0.13% | +3,878+6.7% | Added |
| Bryn Mawr Trust Co | 61,691 | $3.77M | 0.14% | +61,691 | New |
| Verum Partners LLC | 61,788 | $3.78M | 1.34% | +38+0.1% | Added |
| Riverview Capital Advisers, LLC | 61,819 | $3.78M | 1.30% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 61,856 | $3.78M | 0.15% | −195−0.3% | Reduced |
| Shell Asset Management Co | 59,602 | $3.79M | 0.17% | −26,595−30.9% | Reduced |
| Braun Stacey Associates Inc | 62,016 | $3.79M | 0.15% | −790−1.3% | Reduced |
| Kinloch Capital, LLC | 62,033 | $3.80M | 1.95% | +4,675+8.2% | Added |
| North Star Investment Management Corp. | 62,041 | $3.80M | 0.27% | +1,116+1.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 62,250 | $3.81M | 0.93% | +770+1.3% | Added |
| Chemung Canal Trust Co | 62,502 | $3.82M | 0.74% | −639−1.0% | Reduced |
| Relative Value Partners Group, LLC | 64,700 | $3.85M | 0.24% | +250.0% | Added |
| Weik Capital Management | 62,980 | $3.85M | 1.64% | +1,900+3.1% | Added |
| NJ State Employees Deferred Compensation Plan | 63,000 | $3.85M | 0.49% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 63,623 | $3.89M | 0.67% | +57+0.1% | Added |
| Physicians Financial Services, Inc. | 63,744 | $3.90M | 1.37% | −105−0.2% | Reduced |
| Bank of Hawaii | 63,775 | $3.90M | 0.19% | −3,948−5.8% | Reduced |
| Waldron Private Wealth LLC | 63,610 | $3.92M | 0.18% | +1,802+2.9% | Added |
| Capital Asset Advisory Services LLC | 66,049 | $3.93M | 0.23% | +4,824+7.9% | Added |
| Sigma Investment Counselors Inc | 64,397 | $3.94M | 0.25% | +564+0.9% | Added |
| WealthBridge Investment Counsel Inc. | 64,450 | $3.94M | 1.46% | −350−0.5% | Reduced |
| Plimoth Trust Co LLC | 64,498 | $3.95M | 1.05% | +1,118+1.8% | Added |
| Burney Co | 64,876 | $3.97M | 0.15% | −85,383−56.8% | Reduced |
| Burns J W & Co Inc | 64,910 | $3.97M | 0.55% | −1,752−2.6% | Reduced |
| GYL Financial Synergies, LLC | 64,991 | $3.98M | 0.31% | +682+1.1% | Added |
| Planning Capital Management Corp | 65,038 | $3.98M | 2.91% | +868+1.4% | Added |
| Kovitz Investment Group Partners, LLC | 65,124 | $3.98M | 0.05% | +26,891+70.3% | Added |
| Choate Investment Advisors | 65,140 | $3.99M | 0.11% | −2,364−3.5% | Reduced |
| Diversify Advisory Services, LLC | 66,068 | $4.01M | 0.24% | +66,068 | New |
| Colonial Trust Co | 65,635 | $4.02M | 0.75% | +2,530+4.0% | Added |
| Jump Financial, LLC | 65,895 | $4.03M | 0.11% | +61,795+1,507.2% | Added |
| Nicollet Investment Management, Inc. | 65,935 | $4.03M | 1.49% | +320.0% | Added |
| BKD Wealth Advisors, LLC | 66,383 | $4.06M | 0.10% | −1,601−2.4% | Reduced |
| Community Financial Services Group, LLC | 66,542 | $4.07M | 0.93% | +66,542 | New |
| J.P. Marvel Investment Advisors, LLC | 66,589 | $4.07M | 0.70% | 00.0% | Unchanged |
| Slagle Financial, LLC | 66,611 | $4.08M | 2.21% | −29,949−31.0% | Reduced |
| Roanoke Asset Management Corp | 66,730 | $4.08M | 1.34% | −100.0% | Reduced |
| Hallmark Capital Management Inc | 66,892 | $4.09M | 0.31% | −1,557−2.3% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 66,948 | $4.10M | 2.00% | +62,007+1,254.9% | Added |
| Sandhill Capital Partners LLC | 67,093 | $4.10M | 0.33% | +733+1.1% | Added |
| Charter Trust Co | 67,124 | $4.11M | 0.27% | +1,537+2.3% | Added |