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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 5,636 | $344.8K | 0.08% | −7,404−56.8% | Reduced |
| Solidarilty Wealth, LLC | 5,599 | $345.3K | 0.11% | −540−8.8% | Reduced |
| Hyperion Partners, LLC | 5,653 | $345.9K | 0.25% | −13−0.2% | Reduced |
| Campbell Newman Asset Management Inc | 5,656 | $346.0K | 0.03% | 00.0% | Unchanged |
| Total Investment Management Inc | 5,658 | $346.1K | 0.04% | +78+1.4% | Added |
| Security Financial Services, INC. | 5,660 | $346.3K | 0.08% | +104+1.9% | Added |
| Adalta Capital Management LLC | 5,625 | $346.9K | 0.19% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,673 | $347.1K | 0.13% | +81+1.4% | Added |
| Savvy Advisors, Inc. | 5,674 | $347.1K | 0.20% | +5,674 | New |
| Monticello Wealth Management, LLC | 5,705 | $349.0K | 0.03% | −1,862−24.6% | Reduced |
| Hutchinson Capital Management | 5,705 | $349.0K | 0.07% | −5,190−47.6% | Reduced |
| KLCM Advisors, Inc. | 5,705 | $349.0K | 0.04% | −117−2.0% | Reduced |
| Rosenberg Matthew Hamilton | 5,754 | $349.1K | 0.10% | −310−5.1% | Reduced |
| FFT Wealth Management LLC | 5,708 | $349.2K | 0.03% | +852+17.5% | Added |
| Resonant Capital Advisors, LLC | 5,665 | $349.3K | 0.03% | +1,832+47.8% | Added |
| LaSalle St. Investment Advisors, LLC | 5,934 | $351.0K | 0.20% | +5+0.1% | Added |
| Horizon Kinetics Asset Management LLC | 5,740 | $351.2K | 0.01% | +100+1.8% | Added |
| Objective Capital Management, LLC | 5,742 | $351.3K | 0.24% | −263−4.4% | Reduced |
| United Advisor Group, LLC | 5,746 | $351.5K | 0.13% | +5,746 | New |
| Kessler Investment Group, LLC | 5,753 | $352.0K | 0.22% | +2,329+68.0% | Added |
| Doheny Asset Management | 5,758 | $352.0K | 0.29% | −1,615−21.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 5,757 | $352.3K | 0.35% | −193−3.2% | Reduced |
| Fernwood Investment Management, LLC | 5,773 | $353.2K | 0.10% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 5,773 | $353.2K | 0.17% | +1,182+25.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 5,793 | $354.0K | 0.01% | +276+5.0% | Added |
| Alpha Family Trust | 5,800 | $354.8K | 0.21% | +1,215+26.5% | Added |
| Rede Wealth, LLC | 5,807 | $355.3K | 0.15% | +400+7.4% | Added |
| Seeds Investor LLC | 5,808 | $355.3K | 0.33% | +2,253+63.4% | Added |
| Lebenthal Global Advisors, LLC | 5,813 | $355.6K | 0.08% | +526+9.9% | Added |
| Pacific Center for Financial Services | 5,821 | $356.1K | 0.10% | −327−5.3% | Reduced |
| Gibbs Wealth Management | 5,843 | $357.5K | 0.21% | +5,843 | New |
| Sunpointe, LLC | 5,803 | $357.9K | 0.40% | +314+5.7% | Added |
| HHM Wealth Advisors, LLC | 5,858 | $358.4K | 0.06% | −325−5.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,878 | $359.0K | 0.22% | +342+6.2% | Added |
| Marietta Wealth Management, LLC | 5,868 | $359.0K | 0.06% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 5,884 | $359.9K | 0.19% | −57−1.0% | Reduced |
| West Oak Capital, LLC | 5,892 | $360.0K | 0.15% | 00.0% | Unchanged |
| Camden National Bank | 5,898 | $360.8K | 0.06% | −459−7.2% | Reduced |
| Garrett Investment Advisors LLC | 5,901 | $361.0K | 0.05% | −97−1.6% | Reduced |
| New England Capital Financial Advisors LLC | 5,906 | $361.3K | 0.20% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5,918 | $362.1K | 0.16% | +1,350+29.6% | Added |
| Canopy Partners, LLC | 5,920 | $362.2K | 0.18% | +832+16.4% | Added |
| Spectrum Wealth Counsel, LLC | 5,923 | $362.4K | 0.04% | +409+7.4% | Added |
| Brightwater Advisory LLC | 5,933 | $363.0K | 0.29% | 00.0% | Unchanged |
| Clean Yield Group | 5,943 | $363.6K | 0.14% | −300−4.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,956 | $364.4K | 0.06% | +127+2.2% | Added |
| Onyx Bridge Wealth Group LLC | 5,962 | $368.1K | 0.07% | +172+3.0% | Added |
| Quantum Financial Advisors, LLC | 6,019 | $368.2K | 0.07% | +11+0.2% | Added |
| First Citizens Financial Corp | 6,020 | $368.3K | 0.22% | +55+0.9% | Added |
| Lokken Investment Group LLC | 6,038 | $369.4K | 0.18% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,805 | $369.5K | 0.17% | −153−2.6% | Reduced |
| JJJ Advisors Inc. | 6,021 | $369.6K | 0.08% | +12+0.2% | Added |
| Valley National Advisers Inc | 6,094 | $372.0K | 0.06% | +243+4.2% | Added |
| Roof Eidam & Maycock | 6,085 | $372.3K | 0.10% | −200−3.2% | Reduced |
| Avaii Wealth Management, LLC | 6,102 | $373.3K | 0.22% | −43−0.7% | Reduced |
| Benedetti & Gucer, Inc. | 6,118 | $374.0K | 0.19% | −2,156−26.1% | Reduced |
| FSA Wealth Management LLC | 6,118 | $374.3K | 0.16% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 6,132 | $375.1K | 0.05% | −132−2.1% | Reduced |
| Cascade Financial Partners, LLC | 6,447 | $375.7K | 0.05% | +6,447 | New |
| Archetype Wealth Partners | 6,140 | $376.0K | 0.06% | −763−11.1% | Reduced |
| Aurora Private Wealth, Inc. | 6,167 | $376.0K | 0.33% | −116−1.8% | Reduced |
| MayTech Global Investments, LLC | 6,150 | $376.3K | 0.06% | +360+6.2% | Added |
| First Interstate Bank | 6,155 | $376.6K | 0.03% | −187−2.9% | Reduced |
| Outlook Wealth Advisors, LLC | 6,172 | $377.6K | 0.12% | +848+15.9% | Added |
| Asset Planning Corporation | 6,173 | $377.7K | 0.28% | +1,753+39.7% | Added |
| Insight Folios Inc | 6,174 | $377.7K | 0.15% | −369−5.6% | Reduced |
| Union Savings Bank | 6,175 | $377.8K | 0.20% | 00.0% | Unchanged |
| Univest Financial Corp | 6,182 | $378.2K | 0.11% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 6,185 | $378.4K | 0.24% | +56+0.9% | Added |
| Oak Asset Management, LLC | 6,208 | $379.8K | 0.14% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 6,208 | $379.8K | 0.16% | +200+3.3% | Added |
| Oceanside Advisors LLC | 6,244 | $382.0K | 0.32% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,246 | $382.2K | 0.21% | −428−6.4% | Reduced |
| Brevan Howard Capital Management LP | 6,253 | $382.6K | 0.03% | +6,253 | New |
| Optas, LLC | 6,253 | $382.6K | 0.10% | +158+2.6% | Added |
| Country Trust Bank | 6,253 | $382.6K | 0.01% | +544+9.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,257 | $382.8K | 0.02% | −263−4.0% | Reduced |
| Lyell Wealth Management, LP | 6,269 | $383.5K | 0.04% | +994+18.8% | Added |
| SYSTM Wealth Solutions LLC | 6,253 | $384.1K | 0.05% | +532+9.3% | Added |
| Cary Street Partners Asset Management LLC | 6,280 | $384.2K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 6,301 | $385.5K | 0.21% | −66−1.0% | Reduced |
| Shufro Rose & Co LLC | 6,301 | $385.5K | 0.03% | −199−3.1% | Reduced |
| Planning Center, Inc. | 6,310 | $386.1K | 0.08% | −1,804−22.2% | Reduced |
| Gould Asset Management LLC | 6,311 | $386.1K | 0.09% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,319 | $386.6K | 0.09% | −165−2.5% | Reduced |
| Annex Advisory Services, LLC | 6,322 | $386.8K | 0.01% | +222+3.6% | Added |
| Kozak & Associates, Inc. | 6,118 | $387.4K | 0.10% | +42+0.7% | Added |
| Beacon Investment Advisory Services, Inc. | 6,339 | $387.8K | 0.02% | −925−12.7% | Reduced |
| Johnson Bixby & Associates, LLC | 6,355 | $388.8K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 6,367 | $389.5K | 0.17% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 6,369 | $389.7K | 0.03% | −254−3.8% | Reduced |
| Integrated Investment Consultants, LLC | 6,398 | $391.4K | 0.11% | +1,311+25.8% | Added |
| Advisors Preferred, LLC | 6,458 | $391.9K | 0.07% | −1,076−14.3% | Reduced |
| Cornercap Investment Counsel Inc | 6,407 | $392.0K | 0.06% | +500+8.5% | Added |
| Schmidt P J Investment Management Inc | 6,423 | $393.0K | 0.07% | −256−3.8% | Reduced |
| RW Investment Management LLC | 6,427 | $393.2K | 0.05% | −745−10.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 6,440 | $394.0K | 0.04% | −22−0.3% | Reduced |
| Landaas & Co | 6,432 | $394.0K | 0.13% | −11−0.2% | Reduced |
| Private Capital Management LLC | 6,452 | $394.7K | 0.09% | +505+8.5% | Added |
| Bruce G. Allen Investments, LLC | 6,454 | $394.9K | 0.32% | +351+5.8% | Added |