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 |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 67,140 | $4.11M | 0.30% | +1,400+2.1% | Added |
| Lafayette Investments, Inc. | 67,227 | $4.11M | 0.92% | −1,250−1.8% | Reduced |
| IHT Wealth Management, LLC | 67,348 | $4.12M | 0.17% | +350+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 67,284 | $4.13M | 0.32% | +2,185+3.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 68,087 | $4.17M | 0.14% | +1,707+2.6% | Added |
| TSA Wealth Managment LLC | 68,462 | $4.19M | 1.82% | +40+0.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 68,495 | $4.19M | 1.45% | +68,495 | New |
| Fort Washington Investment Advisors Inc | 68,559 | $4.19M | 0.03% | −1,941−2.8% | Reduced |
| Tufton Capital Management | 68,746 | $4.21M | 0.83% | −44−0.1% | Reduced |
| Allworth Financial LP | 68,771 | $4.21M | 0.03% | +6,250+10.0% | Added |
| Parthenon LLC | 69,139 | $4.23M | 0.54% | −2,506−3.5% | Reduced |
| V-Square Quantitative Management LLC | 69,220 | $4.23M | 0.71% | +949+1.4% | Added |
| Eudaimonia Partners, LLC | 69,538 | $4.25M | 1.01% | −1,691−2.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 69,846 | $4.27M | 1.33% | +43+0.1% | Added |
| Leavell Investment Management, Inc. | 69,381 | $4.28M | 0.25% | −302−0.4% | Reduced |
| RBF Capital, LLC | 70,000 | $4.28M | 0.24% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 70,161 | $4.29M | 0.14% | +4,618+7.0% | Added |
| WESPAC Advisors SoCal, LLC | 70,198 | $4.29M | 1.12% | −69,461−49.7% | Reduced |
| Gladstone Institutional Advisory LLC | 70,343 | $4.30M | 0.24% | +387+0.6% | Added |
| Kingsview Wealth Management, LLC | 70,613 | $4.32M | 0.11% | −68,755−49.3% | Reduced |
| RFG Advisory, LLC | 70,872 | $4.34M | 0.15% | +1,329+1.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 71,039 | $4.35M | 0.08% | −2,842−3.8% | Reduced |
| Csenge Advisory Group | 71,326 | $4.36M | 0.24% | −291−0.4% | Reduced |
| PFG Investments, LLC | 71,486 | $4.37M | 0.26% | +52,164+270.0% | Added |
| Global Retirement Partners, LLC | 71,649 | $4.38M | 0.16% | −7,163−9.1% | Reduced |
| Ballentine Partners, LLC | 71,762 | $4.39M | 0.08% | +6,702+10.3% | Added |
| Asset Dedication, LLC | 71,883 | $4.39M | 0.33% | +2,355+3.4% | Added |
| Kennon-Green & Company, LLC | 71,981 | $4.40M | 4.11% | −1,479−2.0% | Reduced |
| NTV Asset Management LLC | 72,135 | $4.41M | 0.67% | −1,357−1.8% | Reduced |
| Shilanski & Associates, Inc. | 72,130 | $4.43M | 1.53% | +3,187+4.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 71,998 | $4.44M | 0.24% | −4,572−6.0% | Reduced |
| Trust Co of Vermont | 72,716 | $4.45M | 0.25% | +15,799+27.8% | Added |
| Sienna Gestion | 72,746 | $4.45M | 0.41% | +72,746 | New |
| Lincoln National Corp | 72,905 | $4.46M | 0.07% | +4,345+6.3% | Added |
| Greenwood Capital Associates LLC | 72,998 | $4.47M | 0.59% | −10,787−12.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 73,003 | $4.47M | 0.45% | −6,315−8.0% | Reduced |
| Chicago Capital, LLC | 73,052 | $4.47M | 0.14% | +67+0.1% | Added |
| Nomura Holdings Inc | 73,250 | $4.48M | 0.04% | +9,320+14.6% | Added |
| Greylin Investment Mangement Inc | 73,486 | $4.50M | 0.72% | −300−0.4% | Reduced |
| Twin Tree Management, LP | 73,681 | $4.51M | 0.10% | −86,572−54.0% | Reduced |
| RIA Advisory Group LLC | 73,744 | $4.51M | 1.82% | +73,744 | New |
| First Nebraska Trust Co | 74,356 | $4.55M | 0.47% | +65+0.1% | Added |
| Chilton Capital Management LLC | 74,439 | $4.55M | 0.22% | −1,821−2.4% | Reduced |
| BancorpSouth Bank | 74,800 | $4.58M | 0.33% | −629−0.8% | Reduced |
| Proequities, Inc. | 74,295 | $4.58M | 0.30% | +668+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 75,073 | $4.59M | 0.63% | +12,706+20.4% | Added |
| Ellsworth Advisors, LLC | 79,151 | $4.61M | 1.32% | +4,064+5.4% | Added |
| Ashton Thomas Private Wealth, LLC | 75,597 | $4.63M | 0.26% | +7,213+10.5% | Added |
| Jackson Hole Capital Partners, LLC | 75,701 | $4.63M | 1.06% | +3,299+4.6% | Added |
| Walleye Capital LLC | 75,808 | $4.64M | 0.05% | +19,142+33.8% | Added |
| Twin Capital Management Inc | 75,897 | $4.64M | 0.58% | −4,469−5.6% | Reduced |
| Oakworth Capital, Inc. | 76,069 | $4.65M | 0.35% | −3,955−4.9% | Reduced |
| Harvey Investment Co LLC | 76,375 | $4.67M | 0.53% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 76,478 | $4.68M | 0.43% | +8,182+12.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 76,548 | $4.68M | 0.25% | +10,008+15.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 76,581 | $4.69M | 0.13% | +7,388+10.7% | Added |
| Pitcairn Co | 76,660 | $4.69M | 0.30% | +15,502+25.3% | Added |
| Beacon Financial Group | 76,703 | $4.69M | 0.54% | −804−1.0% | Reduced |
| Wahed Invest LLC | 76,734 | $4.69M | 1.07% | +10,195+15.3% | Added |
| Hayek Kallen Investment Management | 76,876 | $4.70M | 1.80% | +488+0.6% | Added |
| Schulhoff & Co Inc | 76,889 | $4.70M | 2.06% | +130.0% | Added |
| HighPoint Advisor Group LLC | 74,075 | $4.71M | 0.33% | −1,704−2.2% | Reduced |
| Westwood Holdings Group Inc. | 77,199 | $4.72M | 0.04% | −6,186−7.4% | Reduced |
| Live Oak Private Wealth LLC | 77,270 | $4.73M | 0.82% | +115+0.1% | Added |
| Fulton Bank, N.A. | 77,586 | $4.75M | 0.19% | −1,064−1.4% | Reduced |
| Oxbow Advisors, LLC | 77,858 | $4.76M | 0.65% | +1,143+1.5% | Added |
| Change Path, LLC | 77,883 | $4.76M | 0.19% | +27,217+53.7% | Added |
| HBK Sorce Advisory LLC | 78,018 | $4.77M | 0.17% | −1,116−1.4% | Reduced |
| Covington Investment Advisors Inc. | 78,089 | $4.78M | 0.78% | +150+0.2% | Added |
| GAM Holding AG | 78,151 | $4.78M | 0.35% | −1,804−2.3% | Reduced |
| RFP Financial Group LLC | 78,311 | $4.79M | 1.87% | −2,074−2.6% | Reduced |
| Jacobi Capital Management LLC | 78,336 | $4.79M | 0.44% | −70.0% | Reduced |
| Vestcor Inc | 78,663 | $4.81M | 0.16% | −47,763−37.8% | Reduced |
| Columbia Asset Management | 81,748 | $4.82M | 0.99% | 00.0% | Unchanged |
| Brookstone Capital Management | 78,799 | $4.82M | 0.09% | +31,740+67.4% | Added |
| Moneta Group Investment Advisors LLC | 79,405 | $4.86M | 0.08% | +6,714+9.2% | Added |
| Boston Research & Management Inc | 79,445 | $4.86M | 1.20% | −255−0.3% | Reduced |
| Mechanics Bank Trust Department | 79,591 | $4.87M | 0.71% | +7,124+9.8% | Added |
| Oppenheimer Asset Management Inc. | 79,601 | $4.87M | 0.07% | −7,979−9.1% | Reduced |
| Howland Capital Management LLC | 79,070 | $4.88M | 0.24% | −1,954−2.4% | Reduced |
| Rossmore Private Capital | 79,829 | $4.88M | 0.64% | +76+0.1% | Added |
| TD Private Client Wealth LLC | 79,872 | $4.89M | 0.16% | −4,416−5.2% | Reduced |
| Park Avenue Securities LLC | 80,125 | $4.90M | 0.06% | +2,005+2.6% | Added |
| Meritage Portfolio Management | 80,287 | $4.91M | 0.31% | +200.0% | Added |
| Level Four Advisory Services, LLC | 83,699 | $4.93M | 0.27% | 00.0% | Unchanged |
| Principal Securities, Inc. | 80,877 | $4.95M | 0.15% | +5,882+7.8% | Added |
| Covea Finance | 81,000 | $4.96M | 0.23% | +25,400+45.7% | Added |
| Citizens National Bank Trust Department | 81,002 | $4.96M | 1.15% | 00.0% | Unchanged |
| Family Legacy, Inc. | 81,052 | $4.96M | 1.78% | −1,627−2.0% | Reduced |
| Sicart Associates LLC | 80,764 | $4.98M | 1.82% | −2,015−2.4% | Reduced |
| Parallel Advisors, LLC | 81,590 | $4.99M | 0.14% | +4,708+6.1% | Added |
| Ycg, LLC | 83,677 | $5.00M | 0.40% | −4,808−5.4% | Reduced |
| Ingalls & Snyder LLC | 81,704 | $5.00M | 0.22% | +110+0.1% | Added |
| Freestone Capital Holdings, LLC | 81,866 | $5.01M | 0.19% | +3,361+4.3% | Added |
| Benedict Financial Advisors Inc | 81,978 | $5.02M | 1.27% | −1,672−2.0% | Reduced |
| DT Investment Partners, LLC | 82,215 | $5.03M | 0.51% | −19,541−19.2% | Reduced |
| Dynamic Advisor Solutions LLC | 82,323 | $5.04M | 0.17% | +6,880+9.1% | Added |
| Cardinal Capital Management | 81,751 | $5.04M | 0.82% | +4,755+6.2% | Added |
| Clifford Swan Investment Counsel LLC | 82,829 | $5.07M | 0.19% | −6,150−6.9% | Reduced |
| Hilltop Holdings Inc. | 82,845 | $5.07M | 0.56% | −14,572−15.0% | Reduced |