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 |
|---|---|---|---|---|---|
| Builder Investment Group Inc | 82,942 | $5.07M | 1.48% | −950−1.1% | Reduced |
| Bridge Creek Capital Management LLC | 82,975 | $5.08M | 1.63% | +1,389+1.7% | Added |
| J.W. Cole Advisors, Inc. | 83,217 | $5.09M | 0.26% | −519−0.6% | Reduced |
| Snowden Capital Advisors LLC | 83,090 | $5.12M | 0.16% | +20,770+33.3% | Added |
| Regal Investment Advisors LLC | 83,831 | $5.13M | 0.35% | +827+1.0% | Added |
| Ally Financial Inc. | 84,000 | $5.14M | 0.69% | +27,000+47.4% | Added |
| Rice Partnership, LLC | 84,079 | $5.14M | 1.21% | +16,074+23.6% | Added |
| David Loasby | 86,180 | $5.15M | 0.52% | +2,349+2.8% | Added |
| Jefferies Financial Group Inc. | 84,427 | $5.17M | 0.10% | −11,843−12.3% | Reduced |
| AlTi Global, Inc. | 83,794 | $5.17M | 0.14% | +63,340+309.7% | Added |
| SlateStone Wealth, LLC | 84,616 | $5.18M | 0.52% | +54,025+176.6% | Added |
| Lincoln Capital LLC | 84,711 | $5.18M | 1.15% | −492−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 84,768 | $5.19M | 0.76% | −12,806−13.1% | Reduced |
| Principle Wealth Partners LLC | 84,840 | $5.19M | 0.41% | +4,786+6.0% | Added |
| Douglass Winthrop Advisors, LLC | 85,271 | $5.22M | 0.11% | −540−0.6% | Reduced |
| Tectonic Advisors LLC | 85,354 | $5.22M | 0.40% | +5,544+6.9% | Added |
| Americana Partners, LLC | 85,469 | $5.23M | 0.44% | +894+1.1% | Added |
| Wallace Capital Management Inc. | 85,574 | $5.24M | 0.71% | +123+0.1% | Added |
| Ascent Group, LLC | 86,006 | $5.26M | 0.46% | −12,820−13.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 86,087 | $5.26M | 0.45% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 86,328 | $5.28M | 0.68% | +200.0% | Added |
| Iyo Bank, Ltd. | 86,390 | $5.29M | 2.11% | 00.0% | Unchanged |
| Bath Savings Trust Co | 86,519 | $5.29M | 0.56% | −1,899−2.1% | Reduced |
| Tikehau Investment Management | 86,594 | $5.30M | 4.29% | +17,184+24.8% | Added |
| Weatherly Asset Management L. P. | 86,633 | $5.34M | 0.52% | +1,250+1.5% | Added |
| Alaska Permanent Fund Corp | 87,581 | $5.36M | 0.08% | +813+0.9% | Added |
| RSM US Wealth Management LLC | 87,955 | $5.38M | 0.14% | +202+0.2% | Added |
| Carnegie Capital Asset Management, LLC | 88,021 | $5.39M | 0.17% | −5,052−5.4% | Reduced |
| Toth Financial Advisory Corp | 88,081 | $5.39M | 0.67% | +4,120+4.9% | Added |
| Farmers National Bank | 88,143 | $5.39M | 1.61% | −632−0.7% | Reduced |
| Everence Capital Management Inc | 88,370 | $5.41M | 0.36% | 00.0% | Unchanged |
| HGK Asset Management Inc | 88,472 | $5.41M | 1.06% | +1,848+2.1% | Added |
| Hoylecohen, LLC | 88,714 | $5.43M | 0.41% | −1,366−1.5% | Reduced |
| Birmingham Capital Management Co Inc | 88,834 | $5.43M | 2.00% | −1,770−2.0% | Reduced |
| Wolverine Trading, LLC | 88,929 | $5.44M | 0.06% | +14,326+19.2% | Added |
| Laurel Wealth Advisors LLC | 89,014 | $5.45M | 0.94% | +243+0.3% | Added |
| Money Concepts Capital Corp | 90,111 | $5.51M | 0.51% | +442+0.5% | Added |
| Trust Co of Toledo NA | 90,196 | $5.52M | 0.86% | +341+0.4% | Added |
| Exencial Wealth Advisors, LLC | 90,744 | $5.55M | 0.21% | −3,257−3.5% | Reduced |
| Green Square Capital Advisors LLC | 90,988 | $5.57M | 0.74% | +263+0.3% | Added |
| Resources Investment Advisors, LLC. | 91,671 | $5.61M | 0.09% | −1,169−1.3% | Reduced |
| Stonebridge Capital Management Inc | 91,732 | $5.61M | 2.51% | +500+0.5% | Added |
| Horizon Investments, LLC | 91,916 | $5.62M | 0.15% | −16,036−14.9% | Reduced |
| HM Payson & Co | 92,070 | $5.63M | 0.10% | −2,408−2.5% | Reduced |
| Prospera Financial Services Inc | 92,077 | $5.64M | 0.17% | −7,274−7.3% | Reduced |
| Sigma Planning Corp | 92,232 | $5.64M | 0.18% | +44,723+94.1% | Added |
| Atom Investors LP | 92,525 | $5.66M | 0.71% | +71,593+342.0% | Added |
| Financial & Tax Architects, LLC | 92,863 | $5.68M | 1.56% | +1,349+1.5% | Added |
| CX Institutional | 93,062 | $5.69M | 0.27% | +13,810+17.4% | Added |
| Westpac Banking Corp | 93,662 | $5.73M | 0.44% | −13,758−12.8% | Reduced |
| Foyston, Gordon, & Payne Inc | 93,720 | $5.73M | 1.38% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 93,841 | $5.74M | 1.52% | +2,186+2.4% | Added |
| Aureus Asset Management, LLC | 94,295 | $5.77M | 0.39% | +22,457+31.3% | Added |
| LGT Financial Advisors LLC | 94,574 | $5.79M | 6.72% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 94,918 | $5.81M | 0.03% | +13,431+16.5% | Added |
| RiverFront Investment Group, LLC | 94,986 | $5.81M | 0.16% | +2,245+2.4% | Added |
| Addenda Capital Inc. | 94,413 | $5.82M | 0.22% | −252−0.3% | Reduced |
| RPG Investment Advisory, LLC | 95,433 | $5.84M | 0.88% | +284+0.3% | Added |
| Auxier Asset Management | 95,574 | $5.85M | 0.89% | −1,255−1.3% | Reduced |
| Great Valley Advisor Group, Inc. | 95,615 | $5.85M | 0.18% | +22,225+30.3% | Added |
| Brooks, Moore & Associates, Inc. | 96,082 | $5.88M | 3.77% | −600−0.6% | Reduced |
| EP Wealth Advisors, LLC | 96,155 | $5.88M | 0.07% | +3,616+3.9% | Added |
| Stokes Capital Advisors, LLC | 96,688 | $5.92M | 1.72% | +3,226+3.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 97,025 | $5.94M | 0.42% | +53,817+124.6% | Added |
| Biglari, Sardar | 97,196 | $5.95M | 19.34% | +9,109+10.3% | Added |
| Knights of Columbus Asset Advisors LLC | 97,196 | $5.95M | 0.43% | +45,033+86.3% | Added |
| Stolper Co | 97,335 | $5.96M | 2.15% | +865+0.9% | Added |
| Pacific Global Investment Management CO | 97,720 | $5.98M | 1.14% | −3,803−3.7% | Reduced |
| City Holding Co | 97,747 | $5.98M | 0.90% | −2,396−2.4% | Reduced |
| NEOS Investment Management LLC | 97,993 | $6.00M | 0.37% | +38,734+65.4% | Added |
| First City Capital Management, Inc. | 98,071 | $6.00M | 3.32% | −19,665−16.7% | Reduced |
| Martin Capital Partners, LLC | 98,104 | $6.00M | 2.30% | −1,822−1.8% | Reduced |
| Coston, McIsaac & Partners | 98,562 | $6.03M | 1.94% | +1,040+1.1% | Added |
| Birch Hill Investment Advisors LLC | 98,671 | $6.04M | 0.29% | −6,068−5.8% | Reduced |
| Bogart Wealth, LLC | 98,811 | $6.05M | 0.31% | −13,587−12.1% | Reduced |
| Allen Operations LLC | 99,054 | $6.06M | 1.15% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 99,859 | $6.11M | 0.53% | −13,247−11.7% | Reduced |
| Boston Private Wealth LLC | 99,863 | $6.11M | 0.14% | −1,537−1.5% | Reduced |
| Valeo Financial Advisors, LLC | 128,252 | $6.12M | 0.22% | −4,378−3.3% | Reduced |
| Bislett Management, LLC | 100,000 | $6.12M | 3.83% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 99,998 | $6.12M | 0.08% | −13,439−11.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 100,094 | $6.12M | 0.31% | +8,153+8.9% | Added |
| Lynch & Associates | 100,235 | $6.13M | 1.42% | −3,820−3.7% | Reduced |
| Sonora Investment Management Group, LLC | 100,308 | $6.14M | 0.48% | −2,057−2.0% | Reduced |
| New England Asset Management Inc | 100,386 | $6.14M | 0.95% | +2,030+2.1% | Added |
| BCM Advisors, LLC | 99,848 | $6.15M | 1.56% | +512+0.5% | Added |
| Dakota Wealth Management | 100,715 | $6.16M | 0.15% | +39,532+64.6% | Added |
| Veriti Management LLC | 100,789 | $6.17M | 0.46% | +6,061+6.4% | Added |
| Ostrum Asset Management | 101,124 | $6.19M | 0.49% | +284+0.3% | Added |
| Cohen Klingenstein LLC | 101,200 | $6.19M | 0.23% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 101,563 | $6.21M | 0.55% | +1,916+1.9% | Added |
| Visionary Wealth Advisors | 101,963 | $6.24M | 0.42% | −237−0.2% | Reduced |
| Stablepoint Partners, LLC | 102,028 | $6.24M | 1.27% | +12,460+13.9% | Added |
| Destination Wealth Management | 102,597 | $6.28M | 0.21% | +1,283+1.3% | Added |
| Amica Mutual Insurance Co | 102,703 | $6.28M | 0.64% | −13,317−11.5% | Reduced |
| Wetherby Asset Management Inc | 102,757 | $6.29M | 0.30% | −896−0.9% | Reduced |
| Woodmont Investment Counsel LLC | 102,773 | $6.29M | 0.53% | +6,637+6.9% | Added |
| Apollon Wealth Management, LLC | 103,026 | $6.30M | 0.20% | −4,770−4.4% | Reduced |
| Trustmark National Bank Trust Department | 103,043 | $6.30M | 0.51% | −4,946−4.6% | Reduced |
| Windle Wealth, LLC | 103,413 | $6.33M | 4.03% | +1,762+1.7% | Added |