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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 182,430 | $11.2M | 0.59% | +2,523+1.4% | Added |
| Bard Financial Services, Inc. | 182,066 | $11.1M | 1.18% | +175+0.1% | Added |
| Pinnacle Associates Ltd | 181,729 | $11.1M | 0.18% | −4,975−2.7% | Reduced |
| West Paces Advisors Inc. | 181,675 | $11.1M | 2.93% | −6,853−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 181,501 | $11.1M | 0.13% | +126,376+229.3% | Added |
| Wendell David Associates Inc | 180,498 | $11.0M | 1.12% | −5,274−2.8% | Reduced |
| First Horizon Advisors, Inc. | 179,667 | $11.0M | 0.34% | +24,161+15.5% | Added |
| Westfield Capital Management Co LP | 179,354 | $11.0M | 0.06% | +11,716+7.0% | Added |
| Toroso Investments, LLC | 178,629 | $10.9M | 0.19% | −48,879−21.5% | Reduced |
| Kanawha Capital Management LLC | 178,302 | $10.9M | 0.87% | +5,760+3.3% | Added |
| Grand Jean Capital Management Inc | 178,210 | $10.9M | 2.88% | −1,242−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 177,986 | $10.9M | 0.31% | +3,926+2.3% | Added |
| Ossiam | 175,804 | $10.8M | 0.19% | +107,393+157.0% | Added |
| Marble Harbor Investment Counsel, LLC | 175,507 | $10.7M | 1.24% | +1,781+1.0% | Added |
| Point72 (DIFC) Ltd | 174,609 | $10.7M | 0.83% | +174,609 | New |
| Prime Capital Investment Advisors, LLC | 173,753 | $10.6M | 0.15% | −91,309−34.4% | Reduced |
| PGGM Investments | 173,733 | $10.6M | 0.15% | −251,204−59.1% | Reduced |
| Ar Asset Management Inc | 172,731 | $10.6M | 2.58% | +10.0% | Added |
| Citizens Financial Group Inc | 172,290 | $10.6M | 0.35% | −10,142−5.6% | Reduced |
| Systematic Alpha Investments, LLC | 172,300 | $10.5M | 0.42% | 00.0% | Unchanged |
| Logan Capital Management Inc | 172,267 | $10.5M | 0.45% | +3,602+2.1% | Added |
| InterOcean Capital Group, LLC | 172,159 | $10.5M | 0.25% | +2,353+1.4% | Added |
| First American Trust, FSB | 171,168 | $10.5M | 1.10% | +17,387+11.3% | Added |
| Hilton Capital Management, LLC | 171,123 | $10.5M | 0.94% | +385+0.2% | Added |
| Mizuho Markets Americas LLC | 169,661 | $10.4M | 0.28% | +88,371+108.7% | Added |
| Madison Asset Management, LLC | 169,484 | $10.4M | 0.13% | −19,428−10.3% | Reduced |
| Griffin Asset Management, Inc. | 169,435 | $10.4M | 1.24% | −1,069−0.6% | Reduced |
| Tower Bridge Advisors | 169,229 | $10.4M | 1.05% | −9,683−5.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 167,850 | $10.3M | 2.13% | −3,070−1.8% | Reduced |
| E. Ohman J:or Asset Management AB | 167,400 | $10.2M | 0.26% | +8,200+5.2% | Added |
| Bell Asset Management Ltd | 167,339 | $10.2M | 1.50% | −648−0.4% | Reduced |
| Umb Bank N A | 166,779 | $10.2M | 0.16% | −421,527−71.7% | Reduced |
| Greatmark Investment Partners, Inc. | 166,707 | $10.2M | 1.45% | −590−0.4% | Reduced |
| Greenleaf Trust | 165,220 | $10.1M | 0.09% | −6,632−3.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 164,158 | $10.0M | 0.21% | −15,255−8.5% | Reduced |
| Cambridge Trust Co | 163,924 | $10.0M | 0.38% | −129,778−44.2% | Reduced |
| Waverton Investment Management Ltd | 163,262 | $9.98M | 0.21% | −448,937−73.3% | Reduced |
| Howe & Rusling Inc | 163,050 | $9.98M | 0.96% | +1,389+0.9% | Added |
| Oppenheimer & Co Inc | 162,973 | $9.97M | 0.17% | −10,580−6.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 162,239 | $9.93M | 2.52% | −2,934−1.8% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 162,027 | $9.91M | 0.31% | +10,254+6.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 160,939 | $9.85M | 2.46% | +4,009+2.6% | Added |
| Advisory Services Network, LLC | 159,562 | $9.76M | 0.22% | +25,633+19.1% | Added |
| Simplicity Wealth,LLC | 159,087 | $9.73M | 0.23% | +147,794+1,308.7% | Added |
| Metropolitan Life Insurance Co | 156,939 | $9.60M | 0.42% | −1,446−0.9% | Reduced |
| Swiss Life Asset Management Ltd | 156,929 | $9.60M | 0.13% | −639,716−80.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 156,635 | $9.58M | 1.57% | +20,865+15.4% | Added |
| Steel Peak Wealth Management LLC | 154,861 | $9.55M | 0.49% | +27,160+21.3% | Added |
| Massmutual Trust Co FSB | 155,697 | $9.53M | 0.30% | +2,902+1.9% | Added |
| Armstrong Henry H Associates Inc | 155,682 | $9.52M | 0.93% | −5,586−3.5% | Reduced |
| Arkadios Wealth Advisors | 154,984 | $9.48M | 0.73% | +9,523+6.5% | Added |
| Hennessy Advisors Inc | 154,500 | $9.45M | 0.40% | +30,250+24.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 154,192 | $9.43M | 1.81% | +122+0.1% | Added |
| Alps Advisors Inc | 151,637 | $9.28M | 0.07% | +1,874+1.3% | Added |
| Socorro Asset Management LP | 150,939 | $9.23M | 3.53% | +3,441+2.3% | Added |
| American Assets Investment Management, LLC | 150,060 | $9.18M | 0.87% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 150,897 | $9.16M | 0.05% | −926,145−86.0% | Reduced |
| ABN AMRO Bank N.V. | 149,182 | $9.14M | 0.14% | +3,928+2.7% | Added |
| Norinchukin Bank, The | 149,238 | $9.13M | 0.27% | −4,755−3.1% | Reduced |
| Vinva Investment Management Ltd | 148,956 | $9.11M | 0.52% | +11,138+8.1% | Added |
| RMB Capital Management, LLC | 148,204 | $9.07M | 0.21% | +135,442+1,061.3% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 159,000 | $9.01M | 1.19% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 147,184 | $9.00M | 2.88% | −14,907−9.2% | Reduced |
| Exchange Traded Concepts, LLC | 146,949 | $8.99M | 0.23% | +10,377+7.6% | Added |
| Plato Investment Management Ltd | 146,567 | $8.97M | 0.93% | +135,798+1,261.0% | Added |
| Intact Investment Management Inc. | 145,800 | $8.92M | 0.35% | −76,700−34.5% | Reduced |
| DoubleLine ETF Adviser LP | 145,794 | $8.92M | 2.27% | +145,794 | New |
| Ieq Capital, LLC | 145,484 | $8.90M | 0.13% | +15,171+11.6% | Added |
| Berkshire Asset Management LLC | 145,366 | $8.89M | 0.47% | −518−0.4% | Reduced |
| Wealthspire Advisors, LLC | 144,687 | $8.85M | 0.12% | +6,387+4.6% | Added |
| Kinneret Advisory, LLC | 142,987 | $8.82M | 0.88% | −446−0.3% | Reduced |
| Adams Diversified Equity Fund, Inc. | 144,000 | $8.81M | 0.31% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 143,560 | $8.78M | 1.51% | 00.0% | Unchanged |
| Aurora Investment Managers, LLC. | 334,578 | $8.78M | 6.46% | +20,127+6.4% | Added |
| Nicholas Company, Inc. | 142,940 | $8.75M | 0.14% | 00.0% | Unchanged |
| National Asset Management, Inc. | 154,537 | $8.72M | 0.24% | +11,992+8.4% | Added |
| Sowell Financial Services LLC | 141,397 | $8.72M | 0.41% | −14,506−9.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 141,493 | $8.66M | 0.72% | +8,234+6.2% | Added |
| Achmea Investment Management B.V. | 141,265 | $8.64M | 0.16% | −396−0.3% | Reduced |
| Empirical Finance, LLC | 140,576 | $8.60M | 0.53% | +4,754+3.5% | Added |
| United Capital Financial Advisers, LLC | 140,543 | $8.60M | 0.07% | −2,429−1.7% | Reduced |
| Alberta Investment Management Corp | 140,104 | $8.57M | 0.09% | +40.0% | Added |
| Buck Wealth Strategies, LLC | 140,055 | $8.57M | 2.94% | +11,659+9.1% | Added |
| Prio Wealth Limited Partnership | 139,816 | $8.55M | 0.25% | +21,701+18.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 139,193 | $8.52M | 0.04% | −682,622−83.1% | Reduced |
| Siemens Fonds Invest GmbH | 139,060 | $8.51M | 0.66% | −4,581−3.2% | Reduced |
| Founders Capital Management, LLC | 138,908 | $8.50M | 1.57% | −2,351−1.7% | Reduced |
| Bellecapital International Ltd. | 138,411 | $8.47M | 1.87% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 137,968 | $8.44M | 1.43% | −268−0.2% | Reduced |
| Sky Investment Group LLC | 137,236 | $8.40M | 1.62% | −875−0.6% | Reduced |
| Guyasuta Investment Advisors Inc | 142,383 | $8.39M | 0.61% | 00.0% | Unchanged |
| Atwater Malick LLC | 136,112 | $8.33M | 2.93% | +2,245+1.7% | Added |
| Spire Wealth Management | 135,820 | $8.31M | 0.22% | −1,703−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 135,801 | $8.31M | 0.34% | +2,310+1.7% | Added |
| Simmons Bank | 134,391 | $8.22M | 0.62% | −3,202−2.3% | Reduced |
| Longbow Finance SA | 134,276 | $8.22M | 0.83% | −13,110−8.9% | Reduced |
| Jacobs & Co | 132,787 | $8.12M | 0.86% | −2,287−1.7% | Reduced |
| Hutner Capital Management Inc | 132,715 | $8.12M | 4.40% | −260−0.2% | Reduced |
| Capital Investment Counsel, Inc | 131,769 | $8.06M | 1.39% | −4,465−3.3% | Reduced |
| NBT Bank N A | 131,346 | $8.04M | 0.59% | −1,490−1.1% | Reduced |