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 |
|---|---|---|---|---|---|
| Albion Financial Group | 4,847 | $296.5K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,848 | $296.6K | 0.19% | −280−5.5% | Reduced |
| Sawgrass Asset Management LLC | 4,856 | $297.1K | 0.03% | +366+8.2% | Added |
| Unionview, LLC | 4,859 | $297.3K | 0.25% | +15+0.3% | Added |
| McRae Capital Management Inc | 4,861 | $297.4K | 0.07% | −60−1.2% | Reduced |
| Fortis Group Advisors, LLC | 4,880 | $298.6K | 0.05% | −812−14.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,887 | $299.0K | 0.10% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,900 | $300.0K | 0.14% | +4,900 | New |
| Baltimore-Washington Financial Advisors, Inc. | 4,910 | $300.4K | 0.02% | −1,861−27.5% | Reduced |
| Kathmere Capital Management, LLC | 4,922 | $301.1K | 0.03% | +648+15.2% | Added |
| KFG Wealth Management, LLC | 4,954 | $303.1K | 0.12% | +387+8.5% | Added |
| Strategic Wealth Partners, Ltd. | 4,961 | $303.5K | 0.03% | +424+9.3% | Added |
| BFSG, LLC | 4,973 | $304.2K | 0.04% | +401+8.8% | Added |
| General Partner, Inc. | 4,985 | $305.0K | 0.19% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 4,985 | $305.0K | 0.19% | +4,985 | New |
| Merriman Wealth Management, LLC | 4,957 | $305.5K | 0.01% | +86+1.8% | Added |
| Concentric Wealth Management, LLC | 5,003 | $306.1K | 0.08% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,964 | $306.1K | 0.05% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 5,051 | $306.5K | 0.25% | +38+0.8% | Added |
| Peregrine Asset Advisers, Inc. | 5,039 | $308.3K | 0.12% | −600−10.6% | Reduced |
| Florida Financial Advisors, LLC | 5,049 | $308.9K | 0.23% | −669−11.7% | Reduced |
| Callan Capital, LLC | 5,054 | $309.2K | 0.03% | +1,261+33.2% | Added |
| Pring Turner Capital Group Inc | 5,063 | $309.8K | 0.23% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 5,074 | $310.4K | 0.05% | 00.0% | Unchanged |
| Private Management Group Inc | 5,077 | $310.6K | 0.01% | +61+1.2% | Added |
| Sterling Wealth Management, Inc. | 5,079 | $310.7K | 0.15% | +40+0.8% | Added |
| Ade, LLC | 5,088 | $311.3K | 0.21% | −300−5.6% | Reduced |
| ABLE Financial Group, LLC | 5,090 | $311.4K | 0.12% | −1,446−22.1% | Reduced |
| Fidelity D & D Bancorp Inc | 5,092 | $311.5K | 0.23% | −228−4.3% | Reduced |
| Gladius Capital Management LP | 5,099 | $312.0K | 0.31% | +5,099 | New |
| Element Wealth, LLC | 5,109 | $312.6K | 0.18% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 5,081 | $313.3K | 0.25% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 5,122 | $313.4K | 0.26% | +60+1.2% | Added |
| SL Advisors, LLC | 5,127 | $313.7K | 0.62% | +42+0.8% | Added |
| Compass Financial Group, INC | 5,128 | $313.7K | 0.07% | +245+5.0% | Added |
| Allen Capital Group, LLC | 5,134 | $314.1K | 0.05% | +845+19.7% | Added |
| Pure Financial Advisors, Inc. | 5,145 | $314.8K | 0.01% | −565−9.9% | Reduced |
| Zuckerman Investment Group, LLC | 5,168 | $316.2K | 0.04% | +173+3.5% | Added |
| Aspect Partners, LLC | 5,172 | $316.4K | 0.25% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 5,175 | $316.6K | 0.14% | +614+13.5% | Added |
| Arvest Trust Co N A | 5,175 | $316.6K | 0.02% | −2,914−36.0% | Reduced |
| Birchcreek Wealth Management, LLC | 5,184 | $317.2K | 0.17% | +645+14.2% | Added |
| Walkner Condon Financial Advisors LLC | 5,188 | $317.4K | 0.07% | +96+1.9% | Added |
| Traveka Wealth, LLC | 5,192 | $317.6K | 0.15% | −50,662−90.7% | Reduced |
| TruWealth Advisors, LLC | 5,196 | $317.9K | 0.02% | +998+23.8% | Added |
| Sepio Capital, LP | 5,199 | $318.1K | 0.03% | −1,036−16.6% | Reduced |
| Selective Wealth Management, Inc. | 5,401 | $318.2K | 0.14% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 5,206 | $318.5K | 0.02% | −1,600−23.5% | Reduced |
| Better Money Decisions, LLC | 5,208 | $318.6K | 0.25% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 5,208 | $318.6K | 0.27% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 5,215 | $319.1K | 0.11% | −15−0.3% | Reduced |
| Holistic Planning, LLC | 5,222 | $319.5K | 0.24% | −165−3.1% | Reduced |
| Horan Capital Advisors, LLC. | 5,230 | $320.0K | 0.11% | 00.0% | Unchanged |
| Advisor Resource Council | 5,425 | $320.4K | 0.14% | −17,231−76.1% | Reduced |
| Silvant Capital Management LLC | 5,209 | $321.2K | 0.02% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 5,251 | $321.3K | 0.15% | −1,349−20.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 5,261 | $321.8K | 0.12% | +328+6.6% | Added |
| Girard Partners Ltd. | 5,265 | $322.1K | 0.03% | −1,279−19.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,473 | $322.4K | 0.19% | −13−0.2% | Reduced |
| Next Level Private LLC | 5,271 | $322.5K | 0.15% | −18−0.3% | Reduced |
| Tillman Hartley LLC | 5,275 | $322.7K | 0.11% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 5,278 | $322.9K | 0.23% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,289 | $323.6K | 0.07% | +19+0.4% | Added |
| Miller Investment Management, LP | 5,292 | $323.8K | 0.04% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 5,299 | $324.2K | 0.21% | −520−8.9% | Reduced |
| All Terrain Financial Advisors, LLC | 5,300 | $324.3K | 0.14% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,300 | $324.3K | 0.09% | +10.0% | Added |
| Arbor Investment Advisors, LLC | 5,300 | $324.3K | 0.05% | −801−13.1% | Reduced |
| High Falls Advisors, Inc | 5,309 | $324.8K | 0.08% | −200−3.6% | Reduced |
| Acorn Wealth Advisors, LLC | 5,322 | $325.6K | 0.17% | +456+9.4% | Added |
| Acropolis Investment Management, LLC | 5,348 | $327.2K | 0.02% | −176−3.2% | Reduced |
| Legacy Bridge, LLC | 5,375 | $328.8K | 0.19% | −900−14.3% | Reduced |
| Burkett Financial Services, LLC | 5,378 | $329.0K | 0.17% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,396 | $330.1K | 0.03% | −955−15.0% | Reduced |
| Sippican Capital Advisors | 5,399 | $330.3K | 0.26% | −1,400−20.6% | Reduced |
| Redwood Financial Network Corp | 5,405 | $330.7K | 0.29% | −46−0.8% | Reduced |
| Archford Capital Strategies, LLC | 5,425 | $331.9K | 0.06% | −767−12.4% | Reduced |
| Colony Family Offices, LLC | 5,383 | $332.0K | 0.11% | +4+0.1% | Added |
| Independent Wealth Network Inc. | 5,430 | $332.2K | 0.16% | +1,772+48.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 5,431 | $332.3K | 0.13% | +1,166+27.3% | Added |
| Tradition Wealth Management, LLC | 5,434 | $332.4K | 0.03% | +771+16.5% | Added |
| First International Bank & Trust | 5,468 | $334.5K | 0.12% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 5,492 | $336.0K | 0.23% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 5,502 | $337.0K | 0.11% | +56+1.0% | Added |
| Edgemoor Investment Advisors, Inc. | 5,518 | $337.6K | 0.03% | −507−8.4% | Reduced |
| Pensionmark Financial Group, LLC | 4,282 | $338.4K | 0.05% | −6,466−60.2% | Reduced |
| Wambolt & Associates, LLC | 5,581 | $338.6K | 0.10% | −1,108−16.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 5,539 | $339.0K | 0.22% | +5+0.1% | Added |
| BancFirst Trust & Investment Management | 5,553 | $339.8K | 0.16% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 5,564 | $340.4K | 0.42% | −3,010−35.1% | Reduced |
| Humankind Investments LLC | 5,565 | $340.5K | 0.09% | +236+4.4% | Added |
| Walker Asset Management, LLC | 5,573 | $341.0K | 0.23% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 5,573 | $341.0K | 0.06% | +1,479+36.1% | Added |
| Interchange Capital Partners, LLC | 5,585 | $341.0K | 0.23% | −36−0.6% | Reduced |
| Viewpoint Capital Management LLC | 5,590 | $342.0K | 0.22% | −215−3.7% | Reduced |
| Financial Partners Group, Inc | 5,592 | $342.1K | 0.05% | −102−1.8% | Reduced |
| Legacy Edge Advisors, LLC | 5,594 | $342.2K | 0.07% | 00.0% | Unchanged |
| SAM Advisors, LLC | 5,599 | $342.5K | 0.12% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,599 | $343.0K | 0.02% | +350+6.7% | Added |
| Investmark Advisory Group LLC | 5,627 | $344.3K | 0.19% | +25+0.4% | Added |