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 |
|---|---|---|---|---|---|
| Mosaic Financial Group, LLC | 4,200 | $257.0K | 0.21% | +4,200 | New |
| Family Management Corp | 4,201 | $257.0K | 0.05% | −963−18.6% | Reduced |
| Paragon Financial Partners, Inc. | 4,207 | $257.4K | 0.21% | 00.0% | Unchanged |
| DMG Group, LLC | 4,230 | $258.8K | 0.22% | +4,230 | New |
| SOL Capital Management CO | 4,239 | $259.0K | 0.03% | 00.0% | Unchanged |
| Harbor Group, Inc. | 4,234 | $259.0K | 0.07% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 4,242 | $259.5K | 0.09% | −779−15.5% | Reduced |
| PFG Private Wealth Management, LLC | 4,243 | $259.6K | 0.16% | +55+1.3% | Added |
| Sterneck Capital Management, LLC | 4,250 | $260.0K | 0.16% | −2,250−34.6% | Reduced |
| Guardian Wealth Advisors, LLC | 4,254 | $260.3K | 0.17% | +31+0.7% | Added |
| Kirtland Hills Capital Management, LLC | 4,170 | $261.4K | 0.23% | +4,170 | New |
| DGS Capital Management, LLC | 4,273 | $261.4K | 0.07% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 4,275 | $261.5K | 0.20% | +4,275 | New |
| Southland Equity Partners LLC | 4,288 | $262.3K | 0.07% | +163+4.0% | Added |
| TriaGen Wealth Management LLC | 4,290 | $262.5K | 0.11% | −1,600−27.2% | Reduced |
| Sachetta, LLC | 4,459 | $262.8K | 0.12% | 00.0% | Unchanged |
| Bensler, LLC | 4,300 | $263.1K | 0.04% | −79−1.8% | Reduced |
| Family Firm, Inc. | 4,300 | $263.1K | 0.06% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,277 | $263.8K | 0.14% | −30−0.7% | Reduced |
| Castleview Partners, LLC | 4,317 | $264.1K | 0.15% | +1,157+36.6% | Added |
| Aviso Wealth Management | 4,332 | $265.0K | 0.17% | +4,332 | New |
| Fca Corp | 4,337 | $265.3K | 0.09% | +10+0.2% | Added |
| MUFG Securities EMEA plc | 4,339 | $265.5K | 0.02% | −3,606−45.4% | Reduced |
| RKL Wealth Management LLC | 4,342 | $265.6K | 0.03% | −675−13.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,359 | $266.7K | 0.15% | −6,218−58.8% | Reduced |
| Waterloo Capital, L.P. | 4,371 | $267.4K | 0.03% | +4,371 | New |
| Bank of Stockton | 4,375 | $267.7K | 0.08% | +175+4.2% | Added |
| Athena Investment Management | 4,377 | $267.8K | 0.16% | −150−3.3% | Reduced |
| TFC Financial Management | 4,384 | $268.2K | 0.05% | −55−1.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,384 | $268.2K | 0.13% | +573+15.0% | Added |
| BTC Capital Management, Inc. | 4,389 | $268.5K | 0.02% | +4,389 | New |
| Holistic Financial Partners | 4,390 | $268.6K | 0.14% | +510+13.1% | Added |
| Acorns Advisers, LLC | 4,391 | $269.0K | 0.00% | +4,391 | New |
| Foster Group, Inc. | 4,402 | $269.3K | 0.01% | +4,402 | New |
| Clayton Financial Group LLC | 4,410 | $269.8K | 0.12% | +4,410 | New |
| MKT Advisors LLC | 4,591 | $270.5K | 0.15% | −28−0.6% | Reduced |
| Westside Investment Management, Inc. | 4,438 | $270.8K | 0.06% | +33+0.7% | Added |
| Morris Retirement Advisors, LLC | 4,429 | $271.0K | 0.16% | −851−16.1% | Reduced |
| Greenwich Wealth Management LLC | 4,433 | $271.0K | 0.02% | +378+9.3% | Added |
| One + One Wealth Management, LLC | 4,432 | $271.1K | 0.16% | −400−8.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 4,434 | $271.3K | 0.05% | −64−1.4% | Reduced |
| Buckley Wealth Management, LLC | 4,440 | $271.6K | 0.09% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 4,441 | $271.7K | 0.13% | +16+0.4% | Added |
| Green Harvest Asset Management LLC | 4,451 | $272.3K | 0.01% | +833+23.0% | Added |
| New Covenant Trust Company, N.A. | 4,455 | $272.6K | 0.27% | +4,455 | New |
| Source Financial Advisors LLC | 4,457 | $272.7K | 0.08% | −947−17.5% | Reduced |
| DeDora Capital, Inc. | 4,460 | $272.9K | 0.09% | +329+8.0% | Added |
| Sage Rhino Capital LLC | 4,461 | $272.9K | 0.06% | +107+2.5% | Added |
| James J. Burns & Company, LLC | 4,538 | $273.0K | 0.10% | −1,300−22.3% | Reduced |
| OneAscent Wealth Management LLC | 4,428 | $273.0K | 0.10% | −520−10.5% | Reduced |
| Triangle Securities Wealth Management | 4,473 | $273.7K | 0.08% | +450+11.2% | Added |
| Well Done, LLC | 4,473 | $273.7K | 0.05% | +689+18.2% | Added |
| Riversedge Advisors, LLC | 4,485 | $274.4K | 0.07% | +316+7.6% | Added |
| Opinicus Capital, Inc. | 4,487 | $274.5K | 0.24% | +4,487 | New |
| Blueshift Asset Management, LLC | 4,498 | $275.2K | 0.14% | −4,557−50.3% | Reduced |
| Pathway Financial Advisors LLC | 4,504 | $275.5K | 0.07% | −8−0.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $276.7K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 4,523 | $276.7K | 0.07% | −7,438−62.2% | Reduced |
| Virginia Wealth Management Group, Inc. | 4,550 | $278.4K | 0.23% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,731 | $278.8K | 0.15% | +35+0.7% | Added |
| Marion Wealth Management | 4,557 | $278.8K | 0.08% | +4,557 | New |
| Root Financial Partners, LLC | 4,561 | $279.0K | 0.08% | +4,561 | New |
| Financial Insights, Inc. | 4,563 | $279.1K | 0.08% | 00.0% | Unchanged |
| Amarillo National Bank | 4,570 | $279.6K | 0.05% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 4,592 | $280.9K | 0.15% | +410+9.8% | Added |
| Austin Private Wealth, LLC | 4,716 | $282.2K | 0.03% | +505+12.0% | Added |
| Colton Groome Financial Advisors, LLC | 4,613 | $282.2K | 0.11% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 4,629 | $283.2K | 0.11% | −881−16.0% | Reduced |
| McIlrath & Eck, LLC | 4,633 | $283.4K | 0.04% | −12−0.3% | Reduced |
| Cedar Point Capital Partners, LLC | 4,633 | $283.4K | 0.22% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,638 | $283.8K | 0.09% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 4,593 | $283.9K | 0.12% | +123+2.8% | Added |
| Fort, L.P. | 4,647 | $284.3K | 0.71% | −411−8.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,651 | $284.5K | 0.03% | +1,149+32.8% | Added |
| Strategy Asset Managers LLC | 4,668 | $285.6K | 0.06% | +444+10.5% | Added |
| Blossom Wealth Management | 4,675 | $286.0K | 0.69% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 4,703 | $287.7K | 0.03% | +26+0.6% | Added |
| Iron Horse Wealth Management, LLC | 4,721 | $288.8K | 0.11% | −185−3.8% | Reduced |
| Bullock Wealth Management Group | 4,772 | $289.6K | 0.19% | +4,772 | New |
| Joule Financial, LLC | 4,700 | $289.8K | 0.12% | −238−4.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,746 | $290.4K | 0.06% | −104−2.1% | Reduced |
| Carmel Capital Partners, LLC | 4,746 | $290.4K | 0.12% | −75−1.6% | Reduced |
| Marex Group plc | 4,750 | $290.6K | 0.01% | −7,738−62.0% | Reduced |
| Indiana Trust & Investment Management CO | 4,750 | $290.6K | 0.12% | −533−10.1% | Reduced |
| Avalon Trust Co | 4,759 | $291.1K | 0.02% | +1,833+62.6% | Added |
| Chiron Capital Management, LLC | 4,760 | $291.2K | 0.26% | −653−12.1% | Reduced |
| Augustine Asset Management Inc | 4,769 | $291.8K | 0.12% | −3−0.1% | Reduced |
| Traynor Capital Management, Inc. | 4,770 | $291.8K | 0.03% | −915−16.1% | Reduced |
| Jacobsen Capital Management | 4,777 | $292.3K | 0.14% | +420+9.6% | Added |
| Financial Strategies Group, Inc. | 4,896 | $292.4K | 0.08% | 00.0% | Unchanged |
| waypoint wealth counsel | 4,780 | $292.5K | 0.23% | +153+3.3% | Added |
| Perkins Coie Trust Co | 4,797 | $293.5K | 0.07% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,801 | $293.7K | 0.22% | +275+6.1% | Added |
| Hudson Valley Investment Advisors Inc | 4,813 | $294.5K | 0.04% | −207−4.1% | Reduced |
| Northwest Capital Management Inc | 4,819 | $294.8K | 0.09% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 4,814 | $295.0K | 0.02% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 4,823 | $295.0K | 0.28% | 00.0% | Unchanged |
| Maripau Wealth Management LLC | 4,828 | $295.3K | 0.22% | +4,828 | New |
| Fort Point Capital Partners LLC | 4,830 | $295.5K | 0.04% | −205−4.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,843 | $296.3K | 0.04% | −295−5.7% | Reduced |