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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 103,462 | $6.33M | 0.02% | +9,430+10.0% | Added |
| Saratoga Research & Investment Management | 103,701 | $6.34M | 0.29% | −8,761−7.8% | Reduced |
| Ameritas Investment Partners, Inc. | 103,764 | $6.35M | 0.22% | −4,307−4.0% | Reduced |
| Jarislowsky, Fraser Ltd | 104,240 | $6.38M | 0.04% | −28,564−21.5% | Reduced |
| Clearstead Advisors, LLC | 100,555 | $6.39M | 0.32% | −651−0.6% | Reduced |
| Dearborn Partners LLC | 104,522 | $6.39M | 0.27% | −3,275−3.0% | Reduced |
| Bull Street Advisors, LLC | 105,032 | $6.42M | 3.08% | +95+0.1% | Added |
| Squarepoint Ops LLC | 105,524 | $6.46M | 0.03% | −38,852−26.9% | Reduced |
| Rakuten Investment Management, Inc. | 106,502 | $6.52M | 0.05% | +96,724+989.2% | Added |
| Cornerstone Wealth Management, LLC | 106,992 | $6.55M | 0.53% | +3,430+3.3% | Added |
| Haverford Financial Services, Inc. | 107,653 | $6.59M | 1.90% | −272−0.3% | Reduced |
| Prudent Investors Network | 107,937 | $6.60M | 2.49% | +107,937 | New |
| Whittier Trust Co of Nevada Inc | 107,977 | $6.61M | 0.19% | +2,283+2.2% | Added |
| Community Bank, N.A. | 108,182 | $6.62M | 0.87% | −9,949−8.4% | Reduced |
| Flputnam Investment Management Co | 108,311 | $6.63M | 0.14% | −4,069−3.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 108,883 | $6.66M | 1.26% | −465−0.4% | Reduced |
| Atticus Wealth Management, LLC | 109,228 | $6.68M | 2.19% | −600−0.5% | Reduced |
| Merit Financial Group, LLC | 107,673 | $6.69M | 0.16% | +35,182+48.5% | Added |
| Motco | 109,453 | $6.70M | 0.40% | −235−0.2% | Reduced |
| Monarch Capital Management Inc | 109,423 | $6.73M | 1.90% | −676−0.6% | Reduced |
| Moors & Cabot, Inc. | 110,093 | $6.74M | 0.37% | +866+0.8% | Added |
| Salem Investment Counselors Inc | 110,134 | $6.78M | 0.22% | −1,677−1.5% | Reduced |
| Savoir Faire Capital Management, L.P. | 110,879 | $6.78M | 3.12% | −18,707−14.4% | Reduced |
| Principal Street Partners, LLC | 109,969 | $6.79M | 1.28% | +24,957+29.4% | Added |
| German American Bancorp, Inc. | 111,412 | $6.82M | 0.82% | +3,340+3.1% | Added |
| HRT Financial LP | 111,563 | $6.83M | 0.04% | +111,563 | New |
| Duality Advisers, LP | 111,851 | $6.84M | 0.68% | +73,434+191.1% | Added |
| Walleye Trading LLC | 112,127 | $6.86M | 0.11% | −162,622−59.2% | Reduced |
| Montecito Bank & Trust | 112,257 | $6.87M | 1.37% | −2,510−2.2% | Reduced |
| Loomis Sayles & Co L P | 112,618 | $6.89M | 0.01% | −44,774−28.4% | Reduced |
| WSFS Capital Management, LLC | 104,311 | $6.90M | 0.39% | −12,395−10.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 112,860 | $6.90M | 0.29% | +475+0.4% | Added |
| AE Wealth Management LLC | 112,925 | $6.91M | 0.08% | −526,333−82.3% | Reduced |
| First National Bank of Omaha | 96,574 | $6.92M | 0.47% | −7,227−7.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 113,468 | $6.94M | 0.83% | +100,274+760.0% | Added |
| Wright Investors Service Inc | 113,735 | $6.96M | 1.76% | +43,714+62.4% | Added |
| Hamel Associates, Inc. | 114,100 | $6.98M | 2.24% | +2,165+1.9% | Added |
| Coldstream Capital Management Inc | 114,137 | $6.98M | 0.18% | +3,679+3.3% | Added |
| Magellan Asset Management Ltd | 114,140 | $6.98M | 0.07% | +3,924+3.6% | Added |
| Perigon Wealth Management, LLC | 114,556 | $7.01M | 0.21% | −18,307−13.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 116,084 | $7.03M | 0.07% | −3,101−2.6% | Reduced |
| Balentine LLC | 115,920 | $7.09M | 0.21% | +21,167+22.3% | Added |
| Daymark Wealth Partners, LLC | 212,431 | $7.10M | 0.38% | +6,087+2.9% | Added |
| Northwest Bancshares, Inc. | 116,151 | $7.11M | 1.12% | +2,650+2.3% | Added |
| Investment Management Corp of Ontario | 116,459 | $7.12M | 0.21% | −281,462−70.7% | Reduced |
| Reik & Co., LLC | 116,632 | $7.14M | 1.78% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 116,755 | $7.14M | 0.24% | +3,718+3.3% | Added |
| Pinnbrook Capital Management LP | 116,842 | $7.15M | 1.24% | +41,422+54.9% | Added |
| Integrated Wealth Concepts LLC | 117,012 | $7.16M | 0.10% | +9,309+8.6% | Added |
| Adviser Investments LLC | 117,045 | $7.16M | 0.10% | +8,584+7.9% | Added |
| Everett Harris & Co | 117,477 | $7.19M | 0.10% | −4,630−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 117,583 | $7.19M | 0.24% | −7,397−5.9% | Reduced |
| Ahl Investment Management, Inc. | 117,684 | $7.20M | 5.52% | +1,338+1.2% | Added |
| Fiduciary Group LLC | 118,710 | $7.26M | 0.79% | +3,129+2.7% | Added |
| GLOBALT Investments LLC | 118,859 | $7.27M | 0.29% | −2,047−1.7% | Reduced |
| Equitable Holdings, Inc. | 119,087 | $7.29M | 0.08% | +4,244+3.7% | Added |
| Equitable Trust Co | 119,106 | $7.29M | 0.51% | −2,168−1.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 119,254 | $7.30M | 0.06% | −471,349−79.8% | Reduced |
| Baxter Bros Inc | 119,344 | $7.30M | 0.94% | +2,210+1.9% | Added |
| Rodgers Brothers Inc. | 119,835 | $7.33M | 1.00% | −1,228−1.0% | Reduced |
| Anchor Investment Management, LLC | 120,979 | $7.40M | 0.78% | −9,468−7.3% | Reduced |
| Wedbush Securities Inc | 121,177 | $7.41M | 0.28% | +11,556+10.5% | Added |
| Bailard, Inc. | 121,907 | $7.46M | 0.21% | +1,249+1.0% | Added |
| Soltis Investment Advisors LLC | 121,930 | $7.46M | 0.83% | +4,802+4.1% | Added |
| Stratos Wealth Partners, LTD. | 122,994 | $7.52M | 0.12% | −1,607−1.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 123,055 | $7.53M | 0.60% | +65,254+112.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 123,470 | $7.55M | 0.20% | +306+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 123,679 | $7.57M | 0.51% | −17,421−12.3% | Reduced |
| Wesleyan Assurance Society | 125,000 | $7.64M | 0.68% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 124,956 | $7.64M | 0.16% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 125,098 | $7.65M | 0.82% | −2,560−2.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 125,552 | $7.68M | 0.10% | −6,507−4.9% | Reduced |
| Thomasville National Bank | 126,023 | $7.71M | 0.63% | +378+0.3% | Added |
| TCTC Holdings, LLC | 126,041 | $7.71M | 0.26% | −2,211−1.7% | Reduced |
| Jensen Investment Management Inc | 126,228 | $7.72M | 0.06% | −1,035−0.8% | Reduced |
| Adell Harriman & Carpenter Inc | 127,059 | $7.77M | 0.64% | −4,759−3.6% | Reduced |
| Bleakley Financial Group, LLC | 127,086 | $7.78M | 0.23% | +2,638+2.1% | Added |
| Azimuth Capital Investment Management LLC | 128,119 | $7.84M | 0.32% | +4,470+3.6% | Added |
| AMG National Trust Bank | 128,137 | $7.84M | 0.23% | −761−0.6% | Reduced |
| Patton Albertson Miller Group, LLC | 128,398 | $7.86M | 1.18% | −1,806−1.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 128,408 | $7.86M | 0.54% | −10,215−7.4% | Reduced |
| Banque Pictet & Cie SA | 128,655 | $7.87M | 0.08% | +7,850+6.5% | Added |
| South Dakota Investment Council | 128,688 | $7.87M | 0.16% | +2,200+1.7% | Added |
| Crestwood Advisors Group LLC | 129,931 | $7.95M | 0.17% | +3,968+3.2% | Added |
| Pallas Capital Advisors LLC | 130,770 | $8.00M | 0.33% | +61,519+88.8% | Added |
| LaFleur & Godfrey LLC | 130,994 | $8.01M | 1.19% | −5,529−4.0% | Reduced |
| NBT Bank N A | 131,346 | $8.04M | 0.59% | −1,490−1.1% | Reduced |
| Capital Investment Counsel, Inc | 131,769 | $8.06M | 1.39% | −4,465−3.3% | Reduced |
| Hutner Capital Management Inc | 132,715 | $8.12M | 4.40% | −260−0.2% | Reduced |
| Jacobs & Co | 132,787 | $8.12M | 0.86% | −2,287−1.7% | Reduced |
| Longbow Finance SA | 134,276 | $8.22M | 0.83% | −13,110−8.9% | Reduced |
| Simmons Bank | 134,391 | $8.22M | 0.62% | −3,202−2.3% | Reduced |
| Concurrent Investment Advisors, LLC | 135,801 | $8.31M | 0.34% | +2,310+1.7% | Added |
| Spire Wealth Management | 135,820 | $8.31M | 0.22% | −1,703−1.2% | Reduced |
| Atwater Malick LLC | 136,112 | $8.33M | 2.93% | +2,245+1.7% | Added |
| Guyasuta Investment Advisors Inc | 142,383 | $8.39M | 0.61% | 00.0% | Unchanged |
| Sky Investment Group LLC | 137,236 | $8.40M | 1.62% | −875−0.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 137,968 | $8.44M | 1.43% | −268−0.2% | Reduced |
| Bellecapital International Ltd. | 138,411 | $8.47M | 1.87% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 138,908 | $8.50M | 1.57% | −2,351−1.7% | Reduced |