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 |
|---|---|---|---|---|---|
| Dillon & Associates Inc | 6,496 | $396.0K | 0.06% | −51−0.8% | Reduced |
| Brogan Financial, Inc. | 6,479 | $396.4K | 0.26% | −2,185−25.2% | Reduced |
| Fulcrum Capital LLC | 6,500 | $397.7K | 0.09% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 6,529 | $399.4K | 0.02% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 6,533 | $399.7K | 0.21% | −439−6.3% | Reduced |
| Howard Financial Services, Ltd. | 6,538 | $400.0K | 0.07% | +45+0.7% | Added |
| Investment Partners Asset Management, Inc. | 6,556 | $401.1K | 0.36% | +1,553+31.0% | Added |
| Sentry LLC | 6,587 | $403.0K | 0.08% | −346−5.0% | Reduced |
| KKM Financial LLC | 6,589 | $403.1K | 0.20% | 00.0% | Unchanged |
| Fragasso Group Inc. | 6,592 | $403.3K | 0.03% | +1,747+36.1% | Added |
| Wealth Architects, LLC | 6,601 | $403.9K | 0.05% | −153−2.3% | Reduced |
| Kaydan Wealth Management, Inc. | 6,607 | $404.3K | 0.14% | +727+12.4% | Added |
| Seven Springs Wealth Group, LLC | 6,614 | $404.6K | 0.16% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,616 | $404.8K | 0.15% | −128−1.9% | Reduced |
| Options Solutions, LLC | 6,623 | $405.2K | 0.23% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 6,628 | $405.5K | 0.09% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 6,631 | $405.7K | 0.08% | +6,631 | New |
| Meeder Asset Management Inc | 6,634 | $405.9K | 0.03% | +1,133+20.6% | Added |
| Second Line Capital, LLC | 6,589 | $406.0K | 0.13% | +1,222+22.8% | Added |
| Strategic Financial Services, Inc, | 6,644 | $406.5K | 0.03% | −480−6.7% | Reduced |
| Prentiss Smith & Co Inc | 6,661 | $407.5K | 0.29% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 6,675 | $408.4K | 0.27% | +20+0.3% | Added |
| TLWM | 6,687 | $409.1K | 0.09% | −100−1.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 6,699 | $409.8K | 0.23% | −1,050−13.6% | Reduced |
| Clarity Financial LLC | 6,699 | $409.9K | 0.06% | +156+2.4% | Added |
| Brown Shipley& Co Ltd | 6,756 | $410.0K | 0.13% | −150−2.2% | Reduced |
| MainStreet Investment Advisors LLC | 6,714 | $410.8K | 0.05% | +2,593+62.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,722 | $411.3K | 0.10% | −528−7.3% | Reduced |
| Quadcap Wealth Management, LLC | 6,745 | $412.7K | 0.09% | +589+9.6% | Added |
| New Republic Capital, LLC | 6,699 | $413.0K | 0.26% | +215+3.3% | Added |
| Schear Investment Advisers, LLC | 6,771 | $414.3K | 0.33% | −252−3.6% | Reduced |
| Lakeridge Wealth Management LLC | 6,776 | $414.5K | 0.27% | −84−1.2% | Reduced |
| Sand Hill Global Advisors, LLC | 6,778 | $414.7K | 0.02% | +1,121+19.8% | Added |
| ML & R Wealth Management LLC | 6,781 | $414.9K | 0.10% | +58+0.9% | Added |
| Teamwork Financial Advisors, LLC | 6,783 | $415.0K | 0.06% | −466−6.4% | Reduced |
| Paulson Wealth Management Inc. | 6,813 | $416.8K | 0.12% | +40+0.6% | Added |
| Marotta Asset Management | 6,813 | $416.8K | 0.09% | −620−8.3% | Reduced |
| Provident Wealth Management, LLC | 6,817 | $417.1K | 0.16% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 6,827 | $417.7K | 0.17% | +1,000+17.2% | Added |
| KWMG, LLC | 6,827 | $417.7K | 0.05% | −79−1.1% | Reduced |
| Delta Investment Management, LLC | 6,831 | $417.9K | 0.09% | 00.0% | Unchanged |
| Sym Financial Corp | 6,832 | $418.0K | 0.07% | +139+2.1% | Added |
| AXS Investments LLC | 6,839 | $418.4K | 0.10% | +415+6.5% | Added |
| American Financial & Tax Strategies Inc | 6,844 | $418.7K | 0.22% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 6,862 | $419.8K | 0.22% | +2,567+59.8% | Added |
| Klingman & Associates, LLC | 6,864 | $419.9K | 0.03% | +729+11.9% | Added |
| Wallace Advisory Group, LLC | 7,131 | $420.2K | 0.32% | +155+2.2% | Added |
| Astoria Portfolio Advisors LLC. | 7,233 | $420.5K | 0.16% | −2,347−24.5% | Reduced |
| Cornerstone Advisory, LLC | 6,875 | $420.6K | 0.06% | +330+5.0% | Added |
| SeaBridge Investment Advisors LLC | 6,882 | $421.0K | 0.11% | 00.0% | Unchanged |
| Trust Co | 6,900 | $422.1K | 0.06% | +183+2.7% | Added |
| apricus wealth, LLC | 6,918 | $423.3K | 0.30% | −19−0.3% | Reduced |
| 1858 Wealth Management, LLC | 7,198 | $424.2K | 0.40% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 7,202 | $424.3K | 0.19% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 6,937 | $424.4K | 0.22% | −110−1.6% | Reduced |
| Ellenbecker Investment Group | 6,939 | $424.6K | 0.09% | −354−4.9% | Reduced |
| M. Kraus & Co | 6,940 | $424.6K | 0.13% | 00.0% | Unchanged |
| Legacy Trust | 6,960 | $425.8K | 0.11% | +2,115+43.7% | Added |
| CWS Financial Advisors, LLC | 6,975 | $426.8K | 0.17% | −3,928−36.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,978 | $426.9K | 0.02% | −22,571−76.4% | Reduced |
| Global Financial Private Client, LLC | 7,042 | $427.3K | 0.18% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 6,997 | $428.1K | 0.05% | −800−10.3% | Reduced |
| Global X Japan Co., Ltd. | 7,018 | $429.4K | 0.09% | +991+16.4% | Added |
| Saranac Partners Ltd | 7,022 | $429.6K | 0.26% | +7,022 | New |
| Invenio Wealth Partners LLC | 7,037 | $430.5K | 0.23% | +484+7.4% | Added |
| Gibson Capital, LLC | 7,038 | $430.6K | 0.09% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 7,041 | $430.8K | 0.29% | +76+1.1% | Added |
| Cedrus LLC | 7,052 | $431.5K | 0.24% | −1,102−13.5% | Reduced |
| Lockerman Financial Group, Inc. | 7,053 | $431.5K | 0.83% | −107−1.5% | Reduced |
| Verus Capital Partners, LLC | 7,059 | $431.8K | 0.05% | +252+3.7% | Added |
| Patrick M Sweeney & Associates, Inc | 7,078 | $433.0K | 0.36% | +115+1.7% | Added |
| Vision Capital Management, Inc. | 7,088 | $433.6K | 0.06% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 7,099 | $434.3K | 0.05% | −323−4.4% | Reduced |
| Rise Advisors, LLC | 7,104 | $434.6K | 0.23% | +2,454+52.8% | Added |
| Resolute Wealth Strategies, LLC | 7,113 | $435.2K | 0.26% | −690−8.8% | Reduced |
| Ssi Investment Management LLC | 7,116 | $435.4K | 0.03% | −77−1.1% | Reduced |
| Garrison Asset Management, LLC | 7,121 | $435.7K | 0.23% | −20.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,155 | $437.7K | 0.09% | +92+1.3% | Added |
| Summit Financial Wealth Advisors, LLC | 7,179 | $439.2K | 0.09% | +1,383+23.9% | Added |
| Fiducient Advisors LLC | 7,141 | $440.2K | 0.09% | +590+9.0% | Added |
| Spirepoint Private Client, LLC | 7,211 | $441.2K | 0.07% | +7,211 | New |
| Beta Wealth Group, Inc. | 7,212 | $441.2K | 0.21% | +100+1.4% | Added |
| FDx Advisors, Inc. | 7,228 | $442.0K | 0.07% | −16,435−69.5% | Reduced |
| Oracle Alpha Inc. | 7,231 | $442.4K | 0.79% | −2,394−24.9% | Reduced |
| Wexford Capital LP | 7,236 | $442.7K | 0.09% | +1,676+30.1% | Added |
| Kapstone Financial Advisors LLC | 7,236 | $442.7K | 0.30% | +59+0.8% | Added |
| Fiduciary Alliance LLC | 7,306 | $443.3K | 0.08% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 7,544 | $444.5K | 0.16% | +96+1.3% | Added |
| Rollins Financial Advisors, LLC | 7,269 | $444.7K | 0.08% | +3,108+74.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,272 | $444.9K | 0.01% | −18,004−71.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,275 | $445.1K | 0.11% | +482+7.1% | Added |
| Mattern Wealth Management LLC | 7,278 | $445.3K | 0.11% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 7,286 | $445.8K | 0.11% | +868+13.5% | Added |
| Hollow Brook Wealth Management LLC | 7,289 | $445.9K | 0.16% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 7,283 | $446.0K | 0.08% | −175−2.3% | Reduced |
| Sage Private Wealth Group, LLC | 7,306 | $447.0K | 0.36% | −633−8.0% | Reduced |
| BEAM Asset Management, LLC | 7,312 | $447.3K | 0.27% | +215+3.0% | Added |
| Cascade Investment Group, Inc. | 7,332 | $448.6K | 0.34% | +375+5.4% | Added |
| ELCO Management Co., LLC | 7,341 | $449.1K | 0.27% | −29−0.4% | Reduced |
| Crew Capital Management, Ltd. | 7,350 | $449.7K | 0.36% | +1,723+30.6% | Added |