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
- 2,988
- +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
- 1,204 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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 295,420 | $18.1M | 0.07% | −6,508−2.2% | Reduced |
| Spears Abacus Advisors LLC | 294,570 | $18.0M | 0.37% | +287,534+4,086.6% | Added |
| D.A. Davidson & Co. | 294,239 | $18.0M | 0.16% | +17,201+6.2% | Added |
| Meyer Handelman Co | 293,873 | $18.0M | 0.63% | +54,673+22.9% | Added |
| Bollard Group LLC | 292,320 | $17.9M | 0.54% | +1,900+0.7% | Added |
| Maryland State Retirement & Pension System | 305,216 | $17.8M | 0.35% | +1,991+0.7% | Added |
| Marco Investment Management LLC | 290,357 | $17.8M | 1.67% | +2,290+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 290,050 | $17.7M | 0.76% | −28,346−8.9% | Reduced |
| Van Hulzen Asset Management, LLC | 288,433 | $17.6M | 1.17% | +6,927+2.5% | Added |
| TownSquare Capital, LLC | 285,360 | $17.5M | 0.26% | +55,668+24.2% | Added |
| Ninety One SA (PTY) Ltd | 285,074 | $17.4M | 2.51% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 284,522 | $17.4M | 1.29% | −3,229−1.1% | Reduced |
| Close Asset Management Ltd | 284,614 | $17.4M | 0.64% | −12,882−4.3% | Reduced |
| Stock Yards Bank & Trust Co | 282,657 | $17.3M | 0.57% | +1,228+0.4% | Added |
| Agf Management Ltd | 281,704 | $17.2M | 0.10% | −275,402−49.4% | Reduced |
| Sather Financial Group Inc | 280,132 | $17.1M | 1.23% | −129,400−31.6% | Reduced |
| GWM Advisors LLC | 278,840 | $17.1M | 0.15% | −44,748−13.8% | Reduced |
| Erste Asset Management GmbH | 279,719 | $17.0M | 0.23% | +7,578+2.8% | Added |
| Tocqueville Asset Management L.P. | 277,902 | $17.0M | 0.28% | −2,343−0.8% | Reduced |
| Heritage Investors Management Corp | 275,737 | $16.9M | 0.60% | +384+0.1% | Added |
| Stonebridge Capital Advisors LLC | 275,473 | $16.9M | 1.51% | +10,937+4.1% | Added |
| Peapack Gladstone Financial Corp | 273,839 | $16.8M | 0.26% | −1,974−0.7% | Reduced |
| Hyman Charles D | 273,254 | $16.7M | 0.92% | +1,244+0.5% | Added |
| Pinnacle Financial Partners Inc | 267,259 | $16.4M | 0.35% | +2,127+0.8% | Added |
| Gradient Investments LLC | 266,968 | $16.3M | 0.38% | −148,376−35.7% | Reduced |
| Chesley Taft & Associates LLC | 262,536 | $16.1M | 0.82% | +32,984+14.4% | Added |
| Quantitative Investment Management, LLC | 258,730 | $15.8M | 0.93% | +258,730 | New |
| Vident Advisory, LLC | 257,188 | $15.7M | 0.33% | +20,263+8.6% | Added |
| Asset Advisors Investment Management, LLC | 256,036 | $15.7M | 1.76% | −25,022−8.9% | Reduced |
| Wesbanco Bank Inc | 255,142 | $15.6M | 0.59% | +7,862+3.2% | Added |
| Gateway Investment Advisers LLC | 252,095 | $15.4M | 0.18% | −1,884−0.7% | Reduced |
| Allen Investment Management LLC | 251,388 | $15.4M | 0.19% | 00.0% | Unchanged |
| Hartford Investment Management Co | 251,337 | $15.4M | 0.54% | −10,858−4.1% | Reduced |
| Rbo & Co LLC | 251,001 | $15.4M | 2.56% | −8,741−3.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 250,905 | $15.3M | 0.49% | −179,734−41.7% | Reduced |
| Avantax Advisory Services, Inc. | 248,660 | $15.2M | 0.14% | +24,902+11.1% | Added |
| Castle Rock Wealth Management, LLC | 245,085 | $15.2M | 4.15% | −261−0.1% | Reduced |
| Antipodes Partners Ltd | 246,933 | $15.1M | 0.48% | −413−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 246,829 | $15.1M | 0.23% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 245,643 | $15.0M | 5.79% | +66,647+37.2% | Added |
| Atria Wealth Solutions, Inc. | 242,229 | $14.9M | 0.17% | +12,819+5.6% | Added |
| Atria Investments LLC | 238,155 | $14.6M | 0.20% | +21,083+9.7% | Added |
| Wealthfront Advisers LLC | 235,504 | $14.4M | 0.05% | +4,229+1.8% | Added |
| Forbes J M & Co LLP | 235,086 | $14.4M | 1.56% | −1,481−0.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 234,445 | $14.3M | 0.03% | −10,234−4.2% | Reduced |
| NewEdge Wealth, LLC | 231,266 | $14.3M | 0.32% | +16,951+7.9% | Added |
| Rowland & Co Investment Counsel | 231,897 | $14.2M | 2.99% | +227+0.1% | Added |
| Levin Capital Strategies, L.P. | 230,719 | $14.1M | 1.43% | −611−0.3% | Reduced |
| Allianz SE | 229,693 | $14.1M | 0.44% | +229,693 | New |
| Securian Asset Management, Inc | 229,182 | $14.0M | 0.41% | −17,252−7.0% | Reduced |
| Welch Group, LLC | 229,118 | $14.0M | 0.70% | +9,070+4.1% | Added |
| Shelton Capital Management | 227,819 | $13.9M | 0.40% | +71,240+45.5% | Added |
| Hantz Financial Services, Inc. | 226,778 | $13.9M | 0.27% | −12,590−5.3% | Reduced |
| Louisiana State Employees Retirement System | 226,500 | $13.9M | 0.27% | −8,800−3.7% | Reduced |
| Stonegate Investment Group, LLC | 226,152 | $13.8M | 0.43% | +5,226+2.4% | Added |
| Patten & Patten Inc | 225,500 | $13.8M | 0.98% | +52,038+30.0% | Added |
| Waters Parkerson & Co., LLC | 223,467 | $13.7M | 0.70% | −840.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 218,838 | $13.4M | 0.14% | −37,150−14.5% | Reduced |
| Modera Wealth Management, LLC | 216,618 | $13.3M | 0.20% | +2,726+1.3% | Added |
| Summit Global Investments | 214,444 | $13.1M | 0.98% | +123,019+134.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 213,504 | $13.1M | 1.63% | +1,991+0.9% | Added |
| Beese Fulmer Investment Management, Inc. | 210,599 | $12.9M | 1.21% | −24,343−10.4% | Reduced |
| Empowered Funds, LLC | 209,935 | $12.8M | 0.23% | −35,691−14.5% | Reduced |
| Metis Global Partners, LLC | 209,642 | $12.8M | 0.47% | +4,945+2.4% | Added |
| William Blair Investment Management, LLC | 207,956 | $12.7M | 0.03% | +31,397+17.8% | Added |
| FineMark National Bank & Trust | 207,748 | $12.7M | 0.47% | +920.0% | Added |
| Stansberry Asset Management, LLC | 207,527 | $12.7M | 1.71% | +16,258+8.5% | Added |
| Gratus Capital LLC | 206,692 | $12.6M | 0.58% | −339,163−62.1% | Reduced |
| Lido Advisors, LLC | 204,188 | $12.6M | 0.11% | +23,588+13.1% | Added |
| Venture Visionary Partners LLC | 205,109 | $12.5M | 0.60% | +2,040+1.0% | Added |
| Ofi Invest Asset Management | 221,291 | $12.5M | 0.34% | +18,031+8.9% | Added |
| Mesirow Financial Investment Management, Inc. | 204,465 | $12.5M | 0.28% | +4,020+2.0% | Added |
| Tower Research Capital LLC (TRC) | 204,031 | $12.5M | 0.30% | −287,461−58.5% | Reduced |
| Brown Brothers Harriman & Co | 203,610 | $12.5M | 0.10% | +2,120+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 202,774 | $12.4M | 0.14% | −71,402−26.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 202,427 | $12.4M | 0.63% | −3,879−1.9% | Reduced |
| Stillwater Capital Advisors, LLC | 200,441 | $12.3M | 1.82% | −1,175−0.6% | Reduced |
| Avantax Planning Partners, Inc. | 200,081 | $12.2M | 0.40% | +88,974+80.1% | Added |
| Fiduciary Trust Co | 199,955 | $12.2M | 0.19% | +706+0.4% | Added |
| Whittier Trust Co | 198,032 | $12.1M | 0.18% | −3,970−2.0% | Reduced |
| Lockheed Martin Investment Management Co | 200,955 | $12.1M | 0.88% | −14,245−6.6% | Reduced |
| KMG Fiduciary Partners, LLC | 197,314 | $12.1M | 1.25% | +31,476+19.0% | Added |
| Brinker Capital Investments, LLC | 197,014 | $12.1M | 0.13% | +6,929+3.6% | Added |
| Orion Portfolio Solutions, LLC | 197,014 | $12.1M | 0.13% | +6,929+3.6% | Added |
| New Mexico Educational Retirement Board | 196,020 | $12.0M | 0.43% | −6,500−3.2% | Reduced |
| Quantinno Capital Management LP | 194,620 | $11.9M | 0.26% | +29,139+17.6% | Added |
| Nixon Peabody Trust Co | 193,356 | $11.8M | 1.09% | +4,490+2.4% | Added |
| Bartlett & Co. Wealth Management LLC | 190,895 | $11.8M | 0.18% | −6,615−3.3% | Reduced |
| Patten Group, Inc. | 191,916 | $11.7M | 2.89% | −2,128−1.1% | Reduced |
| Colonial Trust Advisors | 190,804 | $11.7M | 1.15% | −1,707−0.9% | Reduced |
| Central Trust Co | 189,233 | $11.6M | 0.29% | −5,269−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 187,746 | $11.5M | 0.26% | +2,506+1.4% | Added |
| First Citizens Bank & Trust Co | 187,118 | $11.4M | 0.22% | +63,378+51.2% | Added |
| Evercore Wealth Management, LLC | 186,556 | $11.4M | 0.18% | +252+0.1% | Added |
| Abn Amro Investment Solutions | 185,797 | $11.4M | 0.20% | −12,498−6.3% | Reduced |
| Connors Investor Services Inc | 185,387 | $11.3M | 1.20% | +4,694+2.6% | Added |
| London Co of Virginia | 185,088 | $11.3M | 0.06% | −190.0% | Reduced |
| CapWealth Advisors, LLC | 184,751 | $11.3M | 1.27% | −1,710−0.9% | Reduced |
| Impax Asset Management Group plc | 183,937 | $11.3M | 0.04% | −66,982−26.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 183,375 | $11.2M | 0.43% | +2,100+1.2% | Added |