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 |
|---|---|---|---|---|---|
| LaFleur & Godfrey LLC | 130,994 | $8.01M | 1.19% | −5,529−4.0% | Reduced |
| Pallas Capital Advisors LLC | 130,770 | $8.00M | 0.33% | +61,519+88.8% | Added |
| Crestwood Advisors Group LLC | 129,931 | $7.95M | 0.17% | +3,968+3.2% | Added |
| South Dakota Investment Council | 128,688 | $7.87M | 0.16% | +2,200+1.7% | Added |
| Banque Pictet & Cie SA | 128,655 | $7.87M | 0.08% | +7,850+6.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 128,408 | $7.86M | 0.54% | −10,215−7.4% | Reduced |
| Patton Albertson Miller Group, LLC | 128,398 | $7.86M | 1.18% | −1,806−1.4% | Reduced |
| AMG National Trust Bank | 128,137 | $7.84M | 0.23% | −761−0.6% | Reduced |
| Azimuth Capital Investment Management LLC | 128,119 | $7.84M | 0.32% | +4,470+3.6% | Added |
| Bleakley Financial Group, LLC | 127,086 | $7.78M | 0.23% | +2,638+2.1% | Added |
| Adell Harriman & Carpenter Inc | 127,059 | $7.77M | 0.64% | −4,759−3.6% | Reduced |
| Jensen Investment Management Inc | 126,228 | $7.72M | 0.06% | −1,035−0.8% | Reduced |
| TCTC Holdings, LLC | 126,041 | $7.71M | 0.26% | −2,211−1.7% | Reduced |
| Thomasville National Bank | 126,023 | $7.71M | 0.63% | +378+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 125,552 | $7.68M | 0.10% | −6,507−4.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 125,098 | $7.65M | 0.82% | −2,560−2.0% | Reduced |
| Richard Bernstein Advisors LLC | 124,956 | $7.64M | 0.16% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 125,000 | $7.64M | 0.68% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 123,679 | $7.57M | 0.51% | −17,421−12.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 123,470 | $7.55M | 0.20% | +306+0.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 123,055 | $7.53M | 0.60% | +65,254+112.9% | Added |
| Stratos Wealth Partners, LTD. | 122,994 | $7.52M | 0.12% | −1,607−1.3% | Reduced |
| Soltis Investment Advisors LLC | 121,930 | $7.46M | 0.83% | +4,802+4.1% | Added |
| Bailard, Inc. | 121,907 | $7.46M | 0.21% | +1,249+1.0% | Added |
| Wedbush Securities Inc | 121,177 | $7.41M | 0.28% | +11,556+10.5% | Added |
| Anchor Investment Management, LLC | 120,979 | $7.40M | 0.78% | −9,468−7.3% | Reduced |
| Rodgers Brothers Inc. | 119,835 | $7.33M | 1.00% | −1,228−1.0% | Reduced |
| Baxter Bros Inc | 119,344 | $7.30M | 0.94% | +2,210+1.9% | Added |
| Schonfeld Strategic Advisors LLC | 119,254 | $7.30M | 0.06% | −471,349−79.8% | Reduced |
| Equitable Trust Co | 119,106 | $7.29M | 0.51% | −2,168−1.8% | Reduced |
| Equitable Holdings, Inc. | 119,087 | $7.29M | 0.08% | +4,244+3.7% | Added |
| GLOBALT Investments LLC | 118,859 | $7.27M | 0.29% | −2,047−1.7% | Reduced |
| Fiduciary Group LLC | 118,710 | $7.26M | 0.79% | +3,129+2.7% | Added |
| Ahl Investment Management, Inc. | 117,684 | $7.20M | 5.52% | +1,338+1.2% | Added |
| Farmers & Merchants Investments Inc | 117,583 | $7.19M | 0.24% | −7,397−5.9% | Reduced |
| Everett Harris & Co | 117,477 | $7.19M | 0.10% | −4,630−3.8% | Reduced |
| Adviser Investments LLC | 117,045 | $7.16M | 0.10% | +8,584+7.9% | Added |
| Integrated Wealth Concepts LLC | 117,012 | $7.16M | 0.10% | +9,309+8.6% | Added |
| Pinnbrook Capital Management LP | 116,842 | $7.15M | 1.24% | +41,422+54.9% | Added |
| Dana Investment Advisors, Inc. | 116,755 | $7.14M | 0.24% | +3,718+3.3% | Added |
| Reik & Co., LLC | 116,632 | $7.14M | 1.78% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 116,459 | $7.12M | 0.21% | −281,462−70.7% | Reduced |
| Northwest Bancshares, Inc. | 116,151 | $7.11M | 1.12% | +2,650+2.3% | Added |
| Daymark Wealth Partners, LLC | 212,431 | $7.10M | 0.38% | +6,087+2.9% | Added |
| Balentine LLC | 115,920 | $7.09M | 0.21% | +21,167+22.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 116,084 | $7.03M | 0.07% | −3,101−2.6% | Reduced |
| Perigon Wealth Management, LLC | 114,556 | $7.01M | 0.21% | −18,307−13.8% | Reduced |
| Magellan Asset Management Ltd | 114,140 | $6.98M | 0.07% | +3,924+3.6% | Added |
| Coldstream Capital Management Inc | 114,137 | $6.98M | 0.18% | +3,679+3.3% | Added |
| Hamel Associates, Inc. | 114,100 | $6.98M | 2.24% | +2,165+1.9% | Added |
| Wright Investors Service Inc | 113,735 | $6.96M | 1.76% | +43,714+62.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 113,468 | $6.94M | 0.83% | +100,274+760.0% | Added |
| First National Bank of Omaha | 96,574 | $6.92M | 0.47% | −7,227−7.0% | Reduced |
| AE Wealth Management LLC | 112,925 | $6.91M | 0.08% | −526,333−82.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 112,860 | $6.90M | 0.29% | +475+0.4% | Added |
| WSFS Capital Management, LLC | 104,311 | $6.90M | 0.39% | −12,395−10.6% | Reduced |
| Loomis Sayles & Co L P | 112,618 | $6.89M | 0.01% | −44,774−28.4% | Reduced |
| Montecito Bank & Trust | 112,257 | $6.87M | 1.37% | −2,510−2.2% | Reduced |
| Walleye Trading LLC | 112,127 | $6.86M | 0.11% | −162,622−59.2% | Reduced |
| Duality Advisers, LP | 111,851 | $6.84M | 0.68% | +73,434+191.1% | Added |
| HRT Financial LP | 111,563 | $6.83M | 0.04% | +111,563 | New |
| German American Bancorp, Inc. | 111,412 | $6.82M | 0.82% | +3,340+3.1% | Added |
| Principal Street Partners, LLC | 109,969 | $6.79M | 1.28% | +24,957+29.4% | Added |
| Savoir Faire Capital Management, L.P. | 110,879 | $6.78M | 3.12% | −18,707−14.4% | Reduced |
| Salem Investment Counselors Inc | 110,134 | $6.78M | 0.22% | −1,677−1.5% | Reduced |
| Moors & Cabot, Inc. | 110,093 | $6.74M | 0.37% | +866+0.8% | Added |
| Monarch Capital Management Inc | 109,423 | $6.73M | 1.90% | −676−0.6% | Reduced |
| Motco | 109,453 | $6.70M | 0.40% | −235−0.2% | Reduced |
| Merit Financial Group, LLC | 107,673 | $6.69M | 0.16% | +35,182+48.5% | Added |
| Atticus Wealth Management, LLC | 109,228 | $6.68M | 2.19% | −600−0.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 108,883 | $6.66M | 1.26% | −465−0.4% | Reduced |
| Flputnam Investment Management Co | 108,311 | $6.63M | 0.14% | −4,069−3.6% | Reduced |
| Community Bank, N.A. | 108,182 | $6.62M | 0.87% | −9,949−8.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 107,977 | $6.61M | 0.19% | +2,283+2.2% | Added |
| Prudent Investors Network | 107,937 | $6.60M | 2.49% | +107,937 | New |
| Haverford Financial Services, Inc. | 107,653 | $6.59M | 1.90% | −272−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 106,992 | $6.55M | 0.53% | +3,430+3.3% | Added |
| Rakuten Investment Management, Inc. | 106,502 | $6.52M | 0.05% | +96,724+989.2% | Added |
| Squarepoint Ops LLC | 105,524 | $6.46M | 0.03% | −38,852−26.9% | Reduced |
| Bull Street Advisors, LLC | 105,032 | $6.42M | 3.08% | +95+0.1% | Added |
| Dearborn Partners LLC | 104,522 | $6.39M | 0.27% | −3,275−3.0% | Reduced |
| Clearstead Advisors, LLC | 100,555 | $6.39M | 0.32% | −651−0.6% | Reduced |
| Jarislowsky, Fraser Ltd | 104,240 | $6.38M | 0.04% | −28,564−21.5% | Reduced |
| Ameritas Investment Partners, Inc. | 103,764 | $6.35M | 0.22% | −4,307−4.0% | Reduced |
| Saratoga Research & Investment Management | 103,701 | $6.34M | 0.29% | −8,761−7.8% | Reduced |
| Assetmark, Inc | 103,462 | $6.33M | 0.02% | +9,430+10.0% | Added |
| Windle Wealth, LLC | 103,413 | $6.33M | 4.03% | +1,762+1.7% | Added |
| Trustmark National Bank Trust Department | 103,043 | $6.30M | 0.51% | −4,946−4.6% | Reduced |
| Apollon Wealth Management, LLC | 103,026 | $6.30M | 0.20% | −4,770−4.4% | Reduced |
| Woodmont Investment Counsel LLC | 102,773 | $6.29M | 0.53% | +6,637+6.9% | Added |
| Wetherby Asset Management Inc | 102,757 | $6.29M | 0.30% | −896−0.9% | Reduced |
| Amica Mutual Insurance Co | 102,703 | $6.28M | 0.64% | −13,317−11.5% | Reduced |
| Destination Wealth Management | 102,597 | $6.28M | 0.21% | +1,283+1.3% | Added |
| Stablepoint Partners, LLC | 102,028 | $6.24M | 1.27% | +12,460+13.9% | Added |
| Visionary Wealth Advisors | 101,963 | $6.24M | 0.42% | −237−0.2% | Reduced |
| Parcion Private Wealth LLC | 101,563 | $6.21M | 0.55% | +1,916+1.9% | Added |
| Cohen Klingenstein LLC | 101,200 | $6.19M | 0.23% | 00.0% | Unchanged |
| Ostrum Asset Management | 101,124 | $6.19M | 0.49% | +284+0.3% | Added |
| Veriti Management LLC | 100,789 | $6.17M | 0.46% | +6,061+6.4% | Added |
| Dakota Wealth Management | 100,715 | $6.16M | 0.15% | +39,532+64.6% | Added |