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 |
|---|---|---|---|---|---|
| HF Advisory Group, LLC | 7,371 | $451.0K | 0.25% | +543+8.0% | Added |
| First National Bank | 7,377 | $451.3K | 0.34% | +99+1.4% | Added |
| W.H. Cornerstone Investments Inc. | 7,383 | $452.0K | 0.33% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 7,389 | $452.1K | 0.07% | +331+4.7% | Added |
| SNS Financial Group, LLC | 7,335 | $452.3K | 0.05% | +349+5.0% | Added |
| Coppell Advisory Solutions Corp. | 7,393 | $452.3K | 0.09% | +7,393 | New |
| Cooper/Haims Advisors, LLC | 7,405 | $453.0K | 0.26% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,597 | $453.7K | 0.02% | −160−2.1% | Reduced |
| SOA Wealth Advisors, LLC. | 7,418 | $453.8K | 0.09% | −205−2.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,443 | $455.4K | 0.12% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 7,447 | $455.6K | 0.43% | 00.0% | Unchanged |
| TFB Advisors LLC | 7,361 | $455.9K | 0.17% | +3,031+70.0% | Added |
| Prairie Wealth Advisors, Inc. | 7,455 | $459.6K | 0.22% | +7,455 | New |
| Pettee Investors, Inc. | 7,516 | $459.8K | 0.19% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 7,521 | $460.1K | 0.17% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 7,521 | $460.1K | 0.04% | −201−2.6% | Reduced |
| ASB Consultores, LLC | 7,534 | $460.9K | 0.12% | −1,968−20.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7,552 | $462.1K | 0.14% | −802−9.6% | Reduced |
| Signal Advisors Wealth, LLC | 7,553 | $462.1K | 0.11% | +1,693+28.9% | Added |
| Norwood Financial Corp | 7,563 | $462.7K | 0.67% | +528+7.5% | Added |
| Summitry LLC | 7,582 | $463.9K | 0.02% | −2,054−21.3% | Reduced |
| Phoenix Holdings Ltd. | 7,610 | $464.4K | 0.01% | −657−7.9% | Reduced |
| Hedges Asset Management LLC | 7,600 | $465.0K | 0.33% | 00.0% | Unchanged |
| Knott David M Jr | 7,600 | $465.0K | 0.16% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 7,545 | $465.3K | 0.03% | +470+6.6% | Added |
| Abel Hall, LLC | 7,621 | $466.3K | 0.35% | +282+3.8% | Added |
| Greenspring Advisors, LLC | 7,650 | $468.0K | 0.12% | 00.0% | Unchanged |
| Laffer Tengler Investments | 7,656 | $468.4K | 0.12% | +4,164+119.2% | Added |
| Mystic Asset Management, Inc. | 7,663 | $468.8K | 0.19% | +15+0.2% | Added |
| Financial Advisory Group | 7,694 | $470.7K | 0.08% | 00.0% | Unchanged |
| Pacitti Group Inc. | 7,645 | $471.2K | 0.25% | +61+0.8% | Added |
| Transatlantique Private Wealth LLC | 7,702 | $471.2K | 0.21% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 7,705 | $471.4K | 0.08% | +276+3.7% | Added |
| Institute for Wealth Management, LLC. | 7,716 | $472.0K | 0.06% | +1,538+24.9% | Added |
| Inlet Private Wealth, LLC | 7,736 | $473.3K | 0.13% | 00.0% | Unchanged |
| Maven Securities LTD | 7,737 | $473.4K | 0.03% | −30,419−79.7% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 7,748 | $474.0K | 0.17% | −25−0.3% | Reduced |
| FourThought Financial Partners, LLC | 7,750 | $474.1K | 0.05% | +299+4.0% | Added |
| Crumly & Associates Inc. | 7,750 | $474.1K | 0.12% | +451+6.2% | Added |
| Canal Capital Management, LLC | 7,757 | $474.6K | 0.08% | −244−3.0% | Reduced |
| Semus Wealth Partners LLC | 7,760 | $474.8K | 0.40% | −533−6.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,793 | $476.8K | 0.14% | −213−2.7% | Reduced |
| Montz Harcus Wealth Management LLC | 7,805 | $477.5K | 0.32% | +16+0.2% | Added |
| Cardiff Park Advisors, LLC | 7,850 | $480.3K | 0.05% | +256+3.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,829 | $482.0K | 0.17% | +1,249+19.0% | Added |
| SignalPoint Asset Management, LLC | 7,880 | $482.1K | 0.13% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 7,880 | $482.1K | 0.03% | +7,880 | New |
| Plotkin Financial Advisors, LLC | 7,892 | $482.8K | 0.32% | +7,892 | New |
| Spirit of America Management Corp | 7,900 | $483.3K | 0.10% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 8,201 | $484.3K | 0.27% | 00.0% | Unchanged |
| Cadinha & Co LLC | 7,924 | $484.8K | 0.08% | −2,450−23.6% | Reduced |
| Hillsdale Investment Management Inc. | 7,944 | $486.0K | 0.04% | −660−7.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,955 | $486.7K | 0.07% | +25+0.3% | Added |
| Sculati Wealth Management, LLC | 7,971 | $487.7K | 0.21% | −1,326−14.3% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 8,000 | $489.4K | 0.07% | +8,000 | New |
| Machina Capital S.A.S. | 8,009 | $490.0K | 0.26% | +3,509+78.0% | Added |
| Smart Money Group LLC | 7,941 | $490.5K | 0.19% | +3,009+61.0% | Added |
| S.A. Mason LLC | 8,019 | $490.6K | 0.29% | −349−4.2% | Reduced |
| 180 Wealth Advisors, LLC | 8,035 | $491.6K | 0.09% | −170−2.1% | Reduced |
| Retirement Financial Solutions, LLC | 8,051 | $492.6K | 0.25% | −1,047−11.5% | Reduced |
| Apexium Financial, LP | 8,033 | $493.2K | 0.04% | −10,120−55.7% | Reduced |
| D'Orazio & Associates, Inc. | 8,096 | $495.3K | 0.08% | +1,084+15.5% | Added |
| Amplius Wealth Advisors, LLC | 8,101 | $495.6K | 0.06% | +168+2.1% | Added |
| Watts Gwilliam & Co., LLC | 7,870 | $496.6K | 0.15% | +7,870 | New |
| Heartland Bank & Trust Co | 8,123 | $497.0K | 0.29% | −929−10.3% | Reduced |
| Almanack Investment Partners, LLC. | 8,128 | $497.3K | 0.08% | +19+0.2% | Added |
| Kelly Lawrence W & Associates Inc | 8,166 | $499.6K | 0.11% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 8,182 | $500.6K | 0.10% | −52−0.6% | Reduced |
| Five Oceans Advisors | 8,184 | $500.7K | 0.26% | +474+6.1% | Added |
| 360 Financial, Inc. | 8,198 | $501.5K | 0.20% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 8,206 | $502.0K | 0.22% | +1,547+23.2% | Added |
| Requisite Capital Management, LLC | 8,145 | $502.3K | 0.11% | −231−2.8% | Reduced |
| Sound Income Strategies, LLC | 8,248 | $504.6K | 0.04% | −3,333−28.8% | Reduced |
| Bienville Capital Management, LLC | 8,200 | $505.7K | 0.15% | 00.0% | Unchanged |
| Breakwater Capital Group | 8,277 | $506.4K | 0.13% | +60+0.7% | Added |
| Vivaldi Capital Management, LLC | 8,011 | $506.8K | 0.15% | −1,160−12.6% | Reduced |
| Journey Strategic Wealth LLC | 8,293 | $507.4K | 0.02% | +3,786+84.0% | Added |
| Notis-McConarty Edward | 8,300 | $507.8K | 0.20% | −900−9.8% | Reduced |
| Yarbrough Capital, LLC | 8,300 | $507.8K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 8,302 | $507.9K | 0.17% | −105−1.2% | Reduced |
| Rocky Mountain Advisers, LLC | 8,302 | $507.9K | 0.16% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 8,311 | $508.5K | 0.08% | +230+2.8% | Added |
| Terril Brothers, Inc. | 8,321 | $509.1K | 0.18% | +100+1.2% | Added |
| Trajan Wealth LLC | 8,325 | $509.3K | 0.03% | +8,325 | New |
| Detalus Advisors, LLC | 8,328 | $509.5K | 0.18% | −122−1.4% | Reduced |
| Ifrah Financial Services, Inc. | 8,341 | $510.3K | 0.14% | +31+0.4% | Added |
| Paragon Capital Management Ltd | 8,377 | $512.6K | 0.09% | −257−3.0% | Reduced |
| Legacy Wealth Management, LLC | 8,400 | $513.9K | 0.23% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 8,410 | $514.5K | 0.13% | −700−7.7% | Reduced |
| Occidental Asset Management, LLC | 8,418 | $515.0K | 0.10% | +477+6.0% | Added |
| Affinity Capital Advisors, LLC | 8,435 | $516.1K | 0.12% | +75+0.9% | Added |
| AA Financial Advisors, LLC | 8,449 | $516.9K | 0.21% | +8,449 | New |
| McKinley Carter Wealth Services, Inc. | 8,451 | $517.0K | 0.03% | +200+2.4% | Added |
| Laraway Financial Inc | 8,459 | $517.5K | 0.46% | 00.0% | Unchanged |
| Resources Management Corp | 8,466 | $518.0K | 0.08% | −1,800−17.5% | Reduced |
| Whalerock Point Partners, LLC | 8,512 | $520.8K | 0.14% | 00.0% | Unchanged |
| Forte Capital LLC | 8,513 | $520.8K | 0.06% | −159−1.8% | Reduced |
| Capital Square, LLC | 8,528 | $521.8K | 0.37% | +372+4.6% | Added |
| First National Corp | 8,862 | $522.2K | 0.13% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 8,541 | $522.5K | 0.36% | +43+0.5% | Added |