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 |
|---|---|---|---|---|---|
| Financial Planning & Information Services, Inc. | 3,651 | $223.4K | 0.03% | +3,651 | New |
| IAM Advisory, LLC | 3,658 | $223.8K | 0.06% | +98+2.8% | Added |
| Cumberland Advisors Inc | 3,661 | $224.0K | 0.08% | −300−7.6% | Reduced |
| New Jersey Better Educational Savings Trust | 3,666 | $224.3K | 0.42% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 3,675 | $224.8K | 0.06% | −40−1.1% | Reduced |
| CMG Global Holdings, LLC | 3,680 | $225.1K | 0.15% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,682 | $225.3K | 0.04% | −1,850−33.4% | Reduced |
| GSG Advisors LLC | 3,780 | $226.2K | 0.08% | −23−0.6% | Reduced |
| Weaver Consulting Group | 3,697 | $226.2K | 0.08% | +16+0.4% | Added |
| Richardson Financial Services Inc. | 3,697 | $226.2K | 0.16% | +170+4.8% | Added |
| E&G Advisors, LP | 3,704 | $226.4K | 0.07% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 3,712 | $227.1K | 0.08% | +3,712 | New |
| Menard Financial Group LLC | 3,719 | $227.5K | 0.19% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,720 | $227.6K | 0.12% | +115+3.2% | Added |
| Horizon Wealth Management, LLC | 3,720 | $227.6K | 0.06% | −218−5.5% | Reduced |
| Cobblestone Asset Management LLC | 3,729 | $228.1K | 0.15% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3,700 | $228.3K | 0.13% | −250−6.3% | Reduced |
| Lesa Sroufe & Co | 3,737 | $229.0K | 0.21% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 3,743 | $229.1K | 0.08% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 3,746 | $229.2K | 0.03% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 3,747 | $229.2K | 0.08% | +3,747 | New |
| Bright Futures Wealth Management, LLC. | 3,587 | $229.2K | 0.12% | +3,587 | New |
| Iron Financial, LLC | 3,772 | $230.8K | 0.13% | −6,011−61.4% | Reduced |
| Sentinus, LLC | 3,790 | $231.9K | 0.08% | +3,790 | New |
| Eldridge Investment Advisors, Inc. | 3,800 | $232.0K | 0.06% | +145+4.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,805 | $232.8K | 0.08% | +3,805 | New |
| Sara-Bay Financial | 3,839 | $233.0K | 0.10% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,808 | $233.0K | 0.02% | −3,292−46.4% | Reduced |
| Cascade Investment Advisors, Inc. | 3,820 | $233.7K | 0.15% | −75−1.9% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,825 | $234.0K | 0.15% | −145−3.7% | Reduced |
| Fountainhead AM, LLC | 3,833 | $234.5K | 0.06% | +38+1.0% | Added |
| Northside Capital Management, LLC | 3,835 | $234.6K | 0.04% | −3,560−48.1% | Reduced |
| Seven Mile Advisory | 3,839 | $234.9K | 0.18% | +238+6.6% | Added |
| Zevin Asset Management LLC | 3,833 | $235.0K | 0.04% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,847 | $235.4K | 0.05% | +3,847 | New |
| Trinity Financial Advisors LLC | 3,850 | $235.5K | 0.11% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 3,858 | $236.0K | 0.09% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 3,863 | $236.3K | 0.07% | +448+13.1% | Added |
| RWM Asset Management, LLC | 3,869 | $236.7K | 0.04% | −980−20.2% | Reduced |
| Ethos Financial Group, LLC | 3,831 | $237.0K | 0.04% | −955−20.0% | Reduced |
| Willner & Heller, LLC | 3,876 | $237.1K | 0.24% | 00.0% | Unchanged |
| Rebalance, LLC | 3,882 | $237.5K | 0.02% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,855 | $237.7K | 0.09% | −78−2.0% | Reduced |
| Swisher Financial Concepts, Inc. | 4,022 | $238.0K | 0.21% | −56−1.4% | Reduced |
| Financial Advisors, LLC | 3,897 | $238.4K | 0.05% | 00.0% | Unchanged |
| FLC Capital Advisors | 3,900 | $238.6K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 3,912 | $239.0K | 0.15% | +646+19.8% | Added |
| Trust Co of the South | 3,907 | $239.0K | 0.06% | −567−12.7% | Reduced |
| Keystone Wealth Services, LLC | 3,908 | $239.1K | 0.08% | −193−4.7% | Reduced |
| 626 Financial, LLC | 3,909 | $239.1K | 0.14% | −234−5.6% | Reduced |
| Gemmer Asset Management LLC | 3,918 | $239.7K | 0.03% | 00.0% | Unchanged |
| NBW Capital LLC | 3,939 | $241.0K | 0.05% | +10.0% | Added |
| Custom Index Systems, LLC | 3,942 | $241.2K | 0.14% | +3,942 | New |
| Bell Investment Advisors, Inc | 3,952 | $241.8K | 0.05% | +396+11.1% | Added |
| Solstein Capital, LLC | 3,953 | $241.8K | 0.17% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 3,926 | $242.1K | 0.04% | +42+1.1% | Added |
| BCGM Wealth Management, LLC | 3,959 | $242.2K | 0.09% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,963 | $242.4K | 0.21% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 3,998 | $242.5K | 0.21% | −29−0.7% | Reduced |
| Fort Pitt Capital Group, LLC | 3,974 | $243.1K | 0.01% | −857−17.7% | Reduced |
| TrueWealth Advisors, LLC | 3,979 | $243.4K | 0.09% | −71−1.8% | Reduced |
| Pin Oak Investment Advisors Inc | 3,987 | $244.0K | 0.23% | −192−4.6% | Reduced |
| Vantage Consulting Group Inc | 3,994 | $244.4K | 0.16% | −2−0.1% | Reduced |
| Puzo Michael J | 4,000 | $244.7K | 0.07% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $244.7K | 0.16% | 00.0% | Unchanged |
| US Asset Management LLC | 3,998 | $245.0K | 0.22% | −93−2.3% | Reduced |
| Salvus Wealth Management, LLC | 4,005 | $245.0K | 0.17% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 4,006 | $245.1K | 0.11% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 4,016 | $245.7K | 0.07% | −1,871−31.8% | Reduced |
| Paul Damon & Associates, Inc. | 4,017 | $245.8K | 0.17% | +208+5.5% | Added |
| Financial Engines Advisors L.L.C. | 3,988 | $245.9K | 0.00% | +498+14.3% | Added |
| Reston Wealth Management LLC | 4,027 | $246.4K | 0.10% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,998 | $246.5K | 0.07% | +3,998 | New |
| FSA Advisors, Inc. | 4,030 | $246.6K | 0.26% | +43+1.1% | Added |
| Aufman Associates Inc | 4,045 | $247.5K | 0.17% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4,047 | $247.6K | 0.04% | +4,047 | New |
| Hall Laurie J Trustee | 4,050 | $248.0K | 0.09% | −200−4.7% | Reduced |
| Wealthstream Advisors, Inc. | 4,056 | $248.1K | 0.09% | +234+6.1% | Added |
| Watchman Group, Inc. | 4,056 | $248.2K | 0.07% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 4,060 | $248.4K | 0.15% | +275+7.3% | Added |
| Mach-1 Financial Group, Inc. | 4,072 | $249.2K | 0.19% | −29,738−88.0% | Reduced |
| Silver Coast Investments LLC | 4,081 | $249.7K | 0.10% | −180−4.2% | Reduced |
| Cheviot Value Management, LLC | 4,084 | $249.9K | 0.05% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $250.8K | 0.17% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,110 | $251.4K | 0.08% | +24+0.6% | Added |
| Benin Management CORP | 4,124 | $252.3K | 0.08% | +23+0.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,062 | $252.6K | 0.12% | −476−10.5% | Reduced |
| Integral Investment Advisors, Inc. | 4,141 | $252.7K | 0.10% | +4,141 | New |
| BlueCrest Capital Management Ltd | 4,138 | $253.2K | 0.06% | −40,256−90.7% | Reduced |
| NCM Capital Management, LLC | 4,141 | $253.3K | 0.14% | −653−13.6% | Reduced |
| Institutional & Family Asset Management, LLC | 4,145 | $253.6K | 0.04% | −138−3.2% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 4,148 | $253.8K | 0.10% | +4,148 | New |
| Bordeaux Wealth Advisors LLC | 4,155 | $254.2K | 0.08% | −3,213−43.6% | Reduced |
| Pullen Investment Management, LLC | 4,155 | $254.2K | 0.21% | +4,155 | New |
| Capital Insight Partners, LLC | 4,158 | $254.4K | 0.05% | +40+1.0% | Added |
| Liberty Capital Management, Inc. | 4,164 | $254.8K | 0.06% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 4,193 | $256.6K | 0.03% | −1,244−22.9% | Reduced |
| WR Wealth Planners, LLC | 4,194 | $256.6K | 0.08% | +101+2.5% | Added |
| Centennial Wealth Advisory LLC | 4,196 | $256.7K | 0.12% | −1,061−20.2% | Reduced |
| Partnership Wealth Management, LLC | 4,200 | $257.0K | 0.18% | 00.0% | Unchanged |