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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 139,060 | $8.51M | 0.66% | −4,581−3.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 139,193 | $8.52M | 0.04% | −682,622−83.1% | Reduced |
| Prio Wealth Limited Partnership | 139,816 | $8.55M | 0.25% | +21,701+18.4% | Added |
| Buck Wealth Strategies, LLC | 140,055 | $8.57M | 2.94% | +11,659+9.1% | Added |
| Alberta Investment Management Corp | 140,104 | $8.57M | 0.09% | +40.0% | Added |
| United Capital Financial Advisers, LLC | 140,543 | $8.60M | 0.07% | −2,429−1.7% | Reduced |
| Empirical Finance, LLC | 140,576 | $8.60M | 0.53% | +4,754+3.5% | Added |
| Achmea Investment Management B.V. | 141,265 | $8.64M | 0.16% | −396−0.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 141,493 | $8.66M | 0.72% | +8,234+6.2% | Added |
| Sowell Financial Services LLC | 141,397 | $8.72M | 0.41% | −14,506−9.3% | Reduced |
| National Asset Management, Inc. | 154,537 | $8.72M | 0.24% | +11,992+8.4% | Added |
| Nicholas Company, Inc. | 142,940 | $8.75M | 0.14% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 334,578 | $8.78M | 6.46% | +20,127+6.4% | Added |
| Montag & Caldwell, LLC | 143,560 | $8.78M | 1.51% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 144,000 | $8.81M | 0.31% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 142,987 | $8.82M | 0.88% | −446−0.3% | Reduced |
| Wealthspire Advisors, LLC | 144,687 | $8.85M | 0.12% | +6,387+4.6% | Added |
| Berkshire Asset Management LLC | 145,366 | $8.89M | 0.47% | −518−0.4% | Reduced |
| Ieq Capital, LLC | 145,484 | $8.90M | 0.13% | +15,171+11.6% | Added |
| DoubleLine ETF Adviser LP | 145,794 | $8.92M | 2.27% | +145,794 | New |
| Intact Investment Management Inc. | 145,800 | $8.92M | 0.35% | −76,700−34.5% | Reduced |
| Plato Investment Management Ltd | 146,567 | $8.97M | 0.93% | +135,798+1,261.0% | Added |
| Exchange Traded Concepts, LLC | 146,949 | $8.99M | 0.23% | +10,377+7.6% | Added |
| Morgan Dempsey Capital Management LLC | 147,184 | $9.00M | 2.88% | −14,907−9.2% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 159,000 | $9.01M | 1.19% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 148,204 | $9.07M | 0.21% | +135,442+1,061.3% | Added |
| Vinva Investment Management Ltd | 148,956 | $9.11M | 0.52% | +11,138+8.1% | Added |
| Norinchukin Bank, The | 149,238 | $9.13M | 0.27% | −4,755−3.1% | Reduced |
| ABN AMRO Bank N.V. | 149,182 | $9.14M | 0.14% | +3,928+2.7% | Added |
| AustralianSuper Pty Ltd | 150,897 | $9.16M | 0.05% | −926,145−86.0% | Reduced |
| American Assets Investment Management, LLC | 150,060 | $9.18M | 0.87% | 00.0% | Unchanged |
| Socorro Asset Management LP | 150,939 | $9.23M | 3.53% | +3,441+2.3% | Added |
| Alps Advisors Inc | 151,637 | $9.28M | 0.07% | +1,874+1.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 154,192 | $9.43M | 1.81% | +122+0.1% | Added |
| Hennessy Advisors Inc | 154,500 | $9.45M | 0.40% | +30,250+24.3% | Added |
| Arkadios Wealth Advisors | 154,984 | $9.48M | 0.73% | +9,523+6.5% | Added |
| Armstrong Henry H Associates Inc | 155,682 | $9.52M | 0.93% | −5,586−3.5% | Reduced |
| Massmutual Trust Co FSB | 155,697 | $9.53M | 0.30% | +2,902+1.9% | Added |
| Steel Peak Wealth Management LLC | 154,861 | $9.55M | 0.49% | +27,160+21.3% | Added |
| Sompo Asset Management Co., Ltd. | 156,635 | $9.58M | 1.57% | +20,865+15.4% | Added |
| Swiss Life Asset Management Ltd | 156,929 | $9.60M | 0.13% | −639,716−80.3% | Reduced |
| Metropolitan Life Insurance Co | 156,939 | $9.60M | 0.42% | −1,446−0.9% | Reduced |
| Simplicity Wealth,LLC | 159,087 | $9.73M | 0.23% | +147,794+1,308.7% | Added |
| Advisory Services Network, LLC | 159,562 | $9.76M | 0.22% | +25,633+19.1% | Added |
| Bedell Frazier Investment Counseling, LLC | 160,939 | $9.85M | 2.46% | +4,009+2.6% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 162,027 | $9.91M | 0.31% | +10,254+6.8% | Added |
| Regent Peak Wealth Advisors LLC | 162,239 | $9.93M | 2.52% | −2,934−1.8% | Reduced |
| Oppenheimer & Co Inc | 162,973 | $9.97M | 0.17% | −10,580−6.1% | Reduced |
| Howe & Rusling Inc | 163,050 | $9.98M | 0.96% | +1,389+0.9% | Added |
| Waverton Investment Management Ltd | 163,262 | $9.98M | 0.21% | −448,937−73.3% | Reduced |
| Cambridge Trust Co | 163,924 | $10.0M | 0.38% | −129,778−44.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 164,158 | $10.0M | 0.21% | −15,255−8.5% | Reduced |
| Greenleaf Trust | 165,220 | $10.1M | 0.09% | −6,632−3.9% | Reduced |
| Greatmark Investment Partners, Inc. | 166,707 | $10.2M | 1.45% | −590−0.4% | Reduced |
| Umb Bank N A | 166,779 | $10.2M | 0.16% | −421,527−71.7% | Reduced |
| Bell Asset Management Ltd | 167,339 | $10.2M | 1.50% | −648−0.4% | Reduced |
| E. Ohman J:or Asset Management AB | 167,400 | $10.2M | 0.26% | +8,200+5.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 167,850 | $10.3M | 2.13% | −3,070−1.8% | Reduced |
| Tower Bridge Advisors | 169,229 | $10.4M | 1.05% | −9,683−5.4% | Reduced |
| Griffin Asset Management, Inc. | 169,435 | $10.4M | 1.24% | −1,069−0.6% | Reduced |
| Madison Asset Management, LLC | 169,484 | $10.4M | 0.13% | −19,428−10.3% | Reduced |
| Mizuho Markets Americas LLC | 169,661 | $10.4M | 0.28% | +88,371+108.7% | Added |
| Hilton Capital Management, LLC | 171,123 | $10.5M | 0.94% | +385+0.2% | Added |
| First American Trust, FSB | 171,168 | $10.5M | 1.10% | +17,387+11.3% | Added |
| InterOcean Capital Group, LLC | 172,159 | $10.5M | 0.25% | +2,353+1.4% | Added |
| Logan Capital Management Inc | 172,267 | $10.5M | 0.45% | +3,602+2.1% | Added |
| Systematic Alpha Investments, LLC | 172,300 | $10.5M | 0.42% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 172,290 | $10.6M | 0.35% | −10,142−5.6% | Reduced |
| Ar Asset Management Inc | 172,731 | $10.6M | 2.58% | +10.0% | Added |
| PGGM Investments | 173,733 | $10.6M | 0.15% | −251,204−59.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 173,753 | $10.6M | 0.15% | −91,309−34.4% | Reduced |
| Point72 (DIFC) Ltd | 174,609 | $10.7M | 0.83% | +174,609 | New |
| Marble Harbor Investment Counsel, LLC | 175,507 | $10.7M | 1.24% | +1,781+1.0% | Added |
| Ossiam | 175,804 | $10.8M | 0.19% | +107,393+157.0% | Added |
| Axxcess Wealth Management, LLC | 177,986 | $10.9M | 0.31% | +3,926+2.3% | Added |
| Grand Jean Capital Management Inc | 178,210 | $10.9M | 2.88% | −1,242−0.7% | Reduced |
| Kanawha Capital Management LLC | 178,302 | $10.9M | 0.87% | +5,760+3.3% | Added |
| Toroso Investments, LLC | 178,629 | $10.9M | 0.19% | −48,879−21.5% | Reduced |
| Westfield Capital Management Co LP | 179,354 | $11.0M | 0.06% | +11,716+7.0% | Added |
| First Horizon Advisors, Inc. | 179,667 | $11.0M | 0.34% | +24,161+15.5% | Added |
| Wendell David Associates Inc | 180,498 | $11.0M | 1.12% | −5,274−2.8% | Reduced |
| Cubist Systematic Strategies, LLC | 181,501 | $11.1M | 0.13% | +126,376+229.3% | Added |
| West Paces Advisors Inc. | 181,675 | $11.1M | 2.93% | −6,853−3.6% | Reduced |
| Pinnacle Associates Ltd | 181,729 | $11.1M | 0.18% | −4,975−2.7% | Reduced |
| Bard Financial Services, Inc. | 182,066 | $11.1M | 1.18% | +175+0.1% | Added |
| Rockland Trust Co | 182,430 | $11.2M | 0.59% | +2,523+1.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 183,375 | $11.2M | 0.43% | +2,100+1.2% | Added |
| Impax Asset Management Group plc | 183,937 | $11.3M | 0.04% | −66,982−26.7% | Reduced |
| CapWealth Advisors, LLC | 184,751 | $11.3M | 1.27% | −1,710−0.9% | Reduced |
| London Co of Virginia | 185,088 | $11.3M | 0.06% | −190.0% | Reduced |
| Connors Investor Services Inc | 185,387 | $11.3M | 1.20% | +4,694+2.6% | Added |
| Abn Amro Investment Solutions | 185,797 | $11.4M | 0.20% | −12,498−6.3% | Reduced |
| Evercore Wealth Management, LLC | 186,556 | $11.4M | 0.18% | +252+0.1% | Added |
| First Citizens Bank & Trust Co | 187,118 | $11.4M | 0.22% | +63,378+51.2% | Added |
| Kestra Private Wealth Services, LLC | 187,746 | $11.5M | 0.26% | +2,506+1.4% | Added |
| Central Trust Co | 189,233 | $11.6M | 0.29% | −5,269−2.7% | Reduced |
| Colonial Trust Advisors | 190,804 | $11.7M | 1.15% | −1,707−0.9% | Reduced |
| Patten Group, Inc. | 191,916 | $11.7M | 2.89% | −2,128−1.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 190,895 | $11.8M | 0.18% | −6,615−3.3% | Reduced |
| Nixon Peabody Trust Co | 193,356 | $11.8M | 1.09% | +4,490+2.4% | Added |