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 |
|---|---|---|---|---|---|
| BCM Advisors, LLC | 99,848 | $6.15M | 1.56% | +512+0.5% | Added |
| New England Asset Management Inc | 100,386 | $6.14M | 0.95% | +2,030+2.1% | Added |
| Sonora Investment Management Group, LLC | 100,308 | $6.14M | 0.48% | −2,057−2.0% | Reduced |
| Lynch & Associates | 100,235 | $6.13M | 1.42% | −3,820−3.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 100,094 | $6.12M | 0.31% | +8,153+8.9% | Added |
| Sequoia Financial Advisors, LLC | 99,998 | $6.12M | 0.08% | −13,439−11.8% | Reduced |
| Bislett Management, LLC | 100,000 | $6.12M | 3.83% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 128,252 | $6.12M | 0.22% | −4,378−3.3% | Reduced |
| Boston Private Wealth LLC | 99,863 | $6.11M | 0.14% | −1,537−1.5% | Reduced |
| ProVise Management Group, LLC | 99,859 | $6.11M | 0.53% | −13,247−11.7% | Reduced |
| Allen Operations LLC | 99,054 | $6.06M | 1.15% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 98,811 | $6.05M | 0.31% | −13,587−12.1% | Reduced |
| Birch Hill Investment Advisors LLC | 98,671 | $6.04M | 0.29% | −6,068−5.8% | Reduced |
| Coston, McIsaac & Partners | 98,562 | $6.03M | 1.94% | +1,040+1.1% | Added |
| Martin Capital Partners, LLC | 98,104 | $6.00M | 2.30% | −1,822−1.8% | Reduced |
| First City Capital Management, Inc. | 98,071 | $6.00M | 3.32% | −19,665−16.7% | Reduced |
| NEOS Investment Management LLC | 97,993 | $6.00M | 0.37% | +38,734+65.4% | Added |
| City Holding Co | 97,747 | $5.98M | 0.90% | −2,396−2.4% | Reduced |
| Pacific Global Investment Management CO | 97,720 | $5.98M | 1.14% | −3,803−3.7% | Reduced |
| Stolper Co | 97,335 | $5.96M | 2.15% | +865+0.9% | Added |
| Biglari, Sardar | 97,196 | $5.95M | 19.34% | +9,109+10.3% | Added |
| Knights of Columbus Asset Advisors LLC | 97,196 | $5.95M | 0.43% | +45,033+86.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 97,025 | $5.94M | 0.42% | +53,817+124.6% | Added |
| Stokes Capital Advisors, LLC | 96,688 | $5.92M | 1.72% | +3,226+3.5% | Added |
| EP Wealth Advisors, LLC | 96,155 | $5.88M | 0.07% | +3,616+3.9% | Added |
| Brooks, Moore & Associates, Inc. | 96,082 | $5.88M | 3.77% | −600−0.6% | Reduced |
| Great Valley Advisor Group, Inc. | 95,615 | $5.85M | 0.18% | +22,225+30.3% | Added |
| Auxier Asset Management | 95,574 | $5.85M | 0.89% | −1,255−1.3% | Reduced |
| RPG Investment Advisory, LLC | 95,433 | $5.84M | 0.88% | +284+0.3% | Added |
| Addenda Capital Inc. | 94,413 | $5.82M | 0.22% | −252−0.3% | Reduced |
| RiverFront Investment Group, LLC | 94,986 | $5.81M | 0.16% | +2,245+2.4% | Added |
| Fred Alger Management, LLC | 94,918 | $5.81M | 0.03% | +13,431+16.5% | Added |
| LGT Financial Advisors LLC | 94,574 | $5.79M | 6.72% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 94,295 | $5.77M | 0.39% | +22,457+31.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 93,841 | $5.74M | 1.52% | +2,186+2.4% | Added |
| Foyston, Gordon, & Payne Inc | 93,720 | $5.73M | 1.38% | 00.0% | Unchanged |
| Westpac Banking Corp | 93,662 | $5.73M | 0.44% | −13,758−12.8% | Reduced |
| CX Institutional | 93,062 | $5.69M | 0.27% | +13,810+17.4% | Added |
| Financial & Tax Architects, LLC | 92,863 | $5.68M | 1.56% | +1,349+1.5% | Added |
| Atom Investors LP | 92,525 | $5.66M | 0.71% | +71,593+342.0% | Added |
| Sigma Planning Corp | 92,232 | $5.64M | 0.18% | +44,723+94.1% | Added |
| Prospera Financial Services Inc | 92,077 | $5.64M | 0.17% | −7,274−7.3% | Reduced |
| HM Payson & Co | 92,070 | $5.63M | 0.10% | −2,408−2.5% | Reduced |
| Horizon Investments, LLC | 91,916 | $5.62M | 0.15% | −16,036−14.9% | Reduced |
| Stonebridge Capital Management Inc | 91,732 | $5.61M | 2.51% | +500+0.5% | Added |
| Resources Investment Advisors, LLC. | 91,671 | $5.61M | 0.09% | −1,169−1.3% | Reduced |
| Green Square Capital Advisors LLC | 90,988 | $5.57M | 0.74% | +263+0.3% | Added |
| Exencial Wealth Advisors, LLC | 90,744 | $5.55M | 0.21% | −3,257−3.5% | Reduced |
| Trust Co of Toledo NA | 90,196 | $5.52M | 0.86% | +341+0.4% | Added |
| Money Concepts Capital Corp | 90,111 | $5.51M | 0.51% | +442+0.5% | Added |
| Laurel Wealth Advisors LLC | 89,014 | $5.45M | 0.94% | +243+0.3% | Added |
| Wolverine Trading, LLC | 88,929 | $5.44M | 0.06% | +14,326+19.2% | Added |
| Birmingham Capital Management Co Inc | 88,834 | $5.43M | 2.00% | −1,770−2.0% | Reduced |
| Hoylecohen, LLC | 88,714 | $5.43M | 0.41% | −1,366−1.5% | Reduced |
| HGK Asset Management Inc | 88,472 | $5.41M | 1.06% | +1,848+2.1% | Added |
| Everence Capital Management Inc | 88,370 | $5.41M | 0.36% | 00.0% | Unchanged |
| Farmers National Bank | 88,143 | $5.39M | 1.61% | −632−0.7% | Reduced |
| Toth Financial Advisory Corp | 88,081 | $5.39M | 0.67% | +4,120+4.9% | Added |
| Carnegie Capital Asset Management, LLC | 88,021 | $5.39M | 0.17% | −5,052−5.4% | Reduced |
| RSM US Wealth Management LLC | 87,955 | $5.38M | 0.14% | +202+0.2% | Added |
| Alaska Permanent Fund Corp | 87,581 | $5.36M | 0.08% | +813+0.9% | Added |
| Weatherly Asset Management L. P. | 86,633 | $5.34M | 0.52% | +1,250+1.5% | Added |
| Tikehau Investment Management | 86,594 | $5.30M | 4.29% | +17,184+24.8% | Added |
| Bath Savings Trust Co | 86,519 | $5.29M | 0.56% | −1,899−2.1% | Reduced |
| Iyo Bank, Ltd. | 86,390 | $5.29M | 2.11% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 86,328 | $5.28M | 0.68% | +200.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 86,087 | $5.26M | 0.45% | 00.0% | Unchanged |
| Ascent Group, LLC | 86,006 | $5.26M | 0.46% | −12,820−13.0% | Reduced |
| Wallace Capital Management Inc. | 85,574 | $5.24M | 0.71% | +123+0.1% | Added |
| Americana Partners, LLC | 85,469 | $5.23M | 0.44% | +894+1.1% | Added |
| Tectonic Advisors LLC | 85,354 | $5.22M | 0.40% | +5,544+6.9% | Added |
| Douglass Winthrop Advisors, LLC | 85,271 | $5.22M | 0.11% | −540−0.6% | Reduced |
| Principle Wealth Partners LLC | 84,840 | $5.19M | 0.41% | +4,786+6.0% | Added |
| Canandaigua National Bank & Trust Co | 84,768 | $5.19M | 0.76% | −12,806−13.1% | Reduced |
| Lincoln Capital LLC | 84,711 | $5.18M | 1.15% | −492−0.6% | Reduced |
| SlateStone Wealth, LLC | 84,616 | $5.18M | 0.52% | +54,025+176.6% | Added |
| AlTi Global, Inc. | 83,794 | $5.17M | 0.14% | +63,340+309.7% | Added |
| Jefferies Financial Group Inc. | 84,427 | $5.17M | 0.10% | −11,843−12.3% | Reduced |
| David Loasby | 86,180 | $5.15M | 0.52% | +2,349+2.8% | Added |
| Rice Partnership, LLC | 84,079 | $5.14M | 1.21% | +16,074+23.6% | Added |
| Ally Financial Inc. | 84,000 | $5.14M | 0.69% | +27,000+47.4% | Added |
| Regal Investment Advisors LLC | 83,831 | $5.13M | 0.35% | +827+1.0% | Added |
| Snowden Capital Advisors LLC | 83,090 | $5.12M | 0.16% | +20,770+33.3% | Added |
| J.W. Cole Advisors, Inc. | 83,217 | $5.09M | 0.26% | −519−0.6% | Reduced |
| Bridge Creek Capital Management LLC | 82,975 | $5.08M | 1.63% | +1,389+1.7% | Added |
| Builder Investment Group Inc | 82,942 | $5.07M | 1.48% | −950−1.1% | Reduced |
| Hilltop Holdings Inc. | 82,845 | $5.07M | 0.56% | −14,572−15.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 82,829 | $5.07M | 0.19% | −6,150−6.9% | Reduced |
| Cardinal Capital Management | 81,751 | $5.04M | 0.82% | +4,755+6.2% | Added |
| Dynamic Advisor Solutions LLC | 82,323 | $5.04M | 0.17% | +6,880+9.1% | Added |
| DT Investment Partners, LLC | 82,215 | $5.03M | 0.51% | −19,541−19.2% | Reduced |
| Benedict Financial Advisors Inc | 81,978 | $5.02M | 1.27% | −1,672−2.0% | Reduced |
| Freestone Capital Holdings, LLC | 81,866 | $5.01M | 0.19% | +3,361+4.3% | Added |
| Ingalls & Snyder LLC | 81,704 | $5.00M | 0.22% | +110+0.1% | Added |
| Ycg, LLC | 83,677 | $5.00M | 0.40% | −4,808−5.4% | Reduced |
| Parallel Advisors, LLC | 81,590 | $4.99M | 0.14% | +4,708+6.1% | Added |
| Sicart Associates LLC | 80,764 | $4.98M | 1.82% | −2,015−2.4% | Reduced |
| Family Legacy, Inc. | 81,052 | $4.96M | 1.78% | −1,627−2.0% | Reduced |
| Citizens National Bank Trust Department | 81,002 | $4.96M | 1.15% | 00.0% | Unchanged |
| Covea Finance | 81,000 | $4.96M | 0.23% | +25,400+45.7% | Added |