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
- 2,989
- +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
- 1,205 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 3,057 | $187.0K | 0.11% | +10.0% | Added |
| Mascoma Wealth Management LLC | 3,102 | $189.8K | 0.05% | 00.0% | Unchanged |
| Centennial Bank | 3,153 | $192.9K | 0.10% | −439−12.2% | Reduced |
| Rakuten Securities, Inc. | 3,165 | $193.6K | 0.08% | −2,619−45.3% | Reduced |
| NCP Inc. | 3,171 | $193.9K | 0.13% | +3,171 | New |
| SRS Capital Advisors, Inc. | 3,204 | $196.1K | 0.02% | +319+11.1% | Added |
| Vertex Planning Partners, LLC | 3,273 | $200.2K | 0.06% | +3,273 | New |
| BOS Asset Management, LLC | 3,278 | $200.5K | 0.11% | +3,278 | New |
| Finivi Inc. | 3,281 | $200.7K | 0.18% | −2,910−47.0% | Reduced |
| Northeast Financial Group, Inc. | 3,289 | $201.3K | 0.09% | +3,289 | New |
| Consilio Wealth Advisors, LLC | 3,290 | $201.3K | 0.09% | +3,290 | New |
| Fortune Financial Advisors, LLC | 3,293 | $201.5K | 0.13% | +3,293 | New |
| Lifestyle Asset Management, Inc. | 3,293 | $201.5K | 0.12% | −114−3.3% | Reduced |
| Unique Wealth Strategies, LLC | 3,293 | $201.5K | 0.10% | +3,293 | New |
| Northwest Quadrant Wealth Management, LLC | 3,293 | $201.5K | 0.05% | −344−9.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 3,298 | $201.8K | 0.09% | +165+5.3% | Added |
| Ellevest, Inc. | 3,300 | $201.9K | 0.01% | +3,300 | New |
| TSFG, LLC | 3,305 | $202.0K | 0.05% | −855−20.6% | Reduced |
| Horizon Bancorp Inc | 3,295 | $202.0K | 0.10% | +119+3.7% | Added |
| Strategic Point Investment Advisors, LLC | 3,310 | $202.5K | 0.04% | +3,310 | New |
| SMART Wealth LLC | 3,312 | $202.6K | 0.09% | +3,312 | New |
| Youngs Advisory Group, Inc. | 3,317 | $202.9K | 0.09% | −177−5.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $203.0K | 0.01% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 3,319 | $203.1K | 0.57% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 3,324 | $203.4K | 0.00% | −173,123−98.1% | Reduced |
| Kolinsky Wealth Management, LLC | 3,325 | $203.4K | 0.16% | +3,325 | New |
| Legacy Financial Group LLC | 3,332 | $203.8K | 0.04% | +3,332 | New |
| Measured Wealth Private Client Group, LLC | 3,336 | $204.1K | 0.07% | +3,336 | New |
| Essential Planning, LLC. | 3,465 | $204.2K | 0.10% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 3,339 | $204.3K | 1.33% | +3,339 | New |
| Sargent Investment Group, LLC | 3,340 | $204.3K | 0.04% | −62−1.8% | Reduced |
| PBMares Wealth Management LLC | 3,344 | $204.6K | 0.05% | +3,344 | New |
| Meridian Wealth Partners, LLC | 3,345 | $204.6K | 0.04% | +3,345 | New |
| Executive Wealth Management, LLC | 3,374 | $204.7K | 0.02% | −146−4.1% | Reduced |
| Heck Capital Advisors, LLC | 3,358 | $205.4K | 0.03% | +30+0.9% | Added |
| Intelligence Driven Advisers, LLC | 3,360 | $205.6K | 0.03% | +3,360 | New |
| Carolinas Wealth Consulting LLC | 3,335 | $205.6K | 0.04% | −32,617−90.7% | Reduced |
| Argus Investors' Counsel, Inc. | 3,365 | $205.9K | 0.13% | +3,365 | New |
| Accel Wealth Management | 3,366 | $205.9K | 0.09% | +3,366 | New |
| Canton Hathaway, LLC | 3,370 | $206.0K | 0.06% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 3,370 | $206.2K | 0.19% | +3,370 | New |
| Birchbrook, Inc. | 3,371 | $206.2K | 0.12% | −110−3.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,374 | $206.4K | 0.15% | −175−4.9% | Reduced |
| Navis Wealth Advisors, LLC | 3,376 | $206.5K | 0.25% | +3,376 | New |
| Dodds Wealth, LLC | 3,381 | $206.9K | 0.08% | +3,381 | New |
| Coordinated Financial Services, Inc. | 3,389 | $207.3K | 0.18% | +3,389 | New |
| Castleark Management LLC | 3,397 | $207.8K | 0.01% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 3,400 | $208.0K | 0.10% | −34−1.0% | Reduced |
| Baker Ellis Asset Management LLC | 3,400 | $208.0K | 0.03% | 00.0% | Unchanged |
| Citizens Business Bank | 3,400 | $208.0K | 0.04% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,405 | $208.3K | 0.03% | +3,405 | New |
| Northwest Financial Advisors | 3,406 | $208.4K | 0.23% | −129−3.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,406 | $208.4K | 0.19% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3,411 | $208.7K | 0.17% | +3,411 | New |
| Main Street Research LLC | 3,386 | $208.8K | 0.01% | −395,369−99.2% | Reduced |
| FSM Wealth Advisors, LLC | 3,413 | $208.8K | 0.07% | +3,413 | New |
| Collective Family Office LLC | 3,425 | $209.6K | 0.07% | +3,425 | New |
| WealthBridge Capital Management, LLC | 3,430 | $209.8K | 0.07% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 3,433 | $210.0K | 0.03% | +3,433 | New |
| Alpha Financial Partners, LLC | 3,434 | $210.1K | 0.19% | +25+0.7% | Added |
| Wells Trecaso Financial Group, LLC | 3,436 | $210.2K | 0.07% | +3,436 | New |
| Security National Bank | 3,450 | $211.1K | 0.03% | −1,714−33.2% | Reduced |
| Phillips Financial Management, LLC | 3,455 | $211.4K | 0.02% | +3,455 | New |
| Cutler Investment Counsel LLC | 3,435 | $211.8K | 0.03% | +3,435 | New |
| UMA Financial Services, Inc. | 3,654 | $212.2K | 0.04% | −143−3.8% | Reduced |
| Evanson Asset Management, LLC | 3,473 | $212.5K | 0.02% | +3,473 | New |
| Texas Capital Bank Wealth Management Services Inc | 3,478 | $212.8K | 0.02% | +8+0.2% | Added |
| Capital Advisors, Ltd. LLC | 3,478 | $213.0K | 0.03% | +85+2.5% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,482 | $213.0K | 0.03% | +3,482 | New |
| Consolidated Portfolio Review Corp | 3,485 | $213.2K | 0.06% | −3,225−48.1% | Reduced |
| Concorde Asset Management, LLC | 3,498 | $213.9K | 0.15% | −712−16.9% | Reduced |
| Mendel Capital Management LLC | 3,497 | $214.0K | 0.14% | +3,497 | New |
| Balboa Wealth Partners | 3,513 | $214.9K | 0.07% | −915−20.7% | Reduced |
| McLean Asset Management Corp | 3,609 | $215.5K | 0.07% | −32−0.9% | Reduced |
| CM Wealth Advisors LLC | 3,446 | $215.8K | 0.06% | −85−2.4% | Reduced |
| Breakwater Investment Management | 3,536 | $216.3K | 0.10% | +3,536 | New |
| Granite Harbor Advisors, Inc. | 3,580 | $219.0K | 0.15% | +3,580 | New |
| Kingdom Financial Group LLC. | 3,583 | $219.2K | 0.15% | +3,583 | New |
| Gallacher Capital Management LLC | 3,584 | $219.2K | 0.11% | −5,664−61.2% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 3,586 | $219.4K | 0.00% | +3,586 | New |
| Gimbal Financial | 3,588 | $219.5K | 0.18% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3,594 | $219.9K | 0.12% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,595 | $219.9K | 0.13% | +83+2.4% | Added |
| Summit Wealth Partners, LLC | 3,601 | $220.3K | 0.05% | −1,673−31.7% | Reduced |
| Ategra Capital Management, LLC | 3,603 | $220.4K | 0.10% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 3,577 | $220.6K | 0.19% | −23−0.6% | Reduced |
| Long Run Wealth Advisors, LLC | 3,606 | $220.6K | 0.06% | +31+0.9% | Added |
| Corbyn Investment Management Inc | 3,607 | $220.7K | 0.10% | −16−0.4% | Reduced |
| Fort Sheridan Advisors LLC | 3,616 | $221.2K | 0.04% | −492−12.0% | Reduced |
| Cravens & Co Advisors, LLC | 3,620 | $221.5K | 0.18% | −492−12.0% | Reduced |
| Hoge Financial Services, LLC | 3,628 | $222.0K | 0.18% | −792−17.9% | Reduced |
| PFS Partners, LLC | 3,628 | $222.0K | 0.15% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,632 | $222.2K | 0.04% | +7+0.2% | Added |
| KRS Capital Management, LLC | 3,632 | $222.2K | 0.18% | −1,013−21.8% | Reduced |
| White Pine Capital LLC | 3,599 | $222.3K | 0.08% | +3,599 | New |
| Total Clarity Wealth Management, Inc. | 3,636 | $222.4K | 0.08% | +17+0.5% | Added |
| Old Second National Bank of Aurora | 3,638 | $222.6K | 0.06% | 00.0% | Unchanged |
| Coastline Trust Co | 3,641 | $222.8K | 0.03% | −380−9.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,641 | $222.8K | 0.17% | +3,641 | New |
| Nova R Wealth, Inc. | 3,648 | $223.2K | 0.12% | 00.0% | Unchanged |