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, Q4 2024
Institutional positions in Coca Cola Co as of Dec 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
- 3,288
- +196 vs. Q3 2024
- Shares held
- 3.11B
- +13.9M (+0.4%) vs. Q3 2024
- Total value
- $193.5B
- −$28.5B (−12.8%) vs. Q3 2024
- New holders
- 389
- 1,321 more added
- Sold out
- 193
- 1,240 more reduced
53 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Shipley& Co Ltd | 6,598 | $410.8K | 0.20% | −138−2.0% | Reduced |
| Asset Planning,Inc | 6,613 | $411.7K | 0.31% | +6,613 | New |
| Lodestone Wealth Management LLC | 6,623 | $412.4K | 0.21% | +8+0.1% | Added |
| Duncker Streett & Co Inc | 6,628 | $412.7K | 0.08% | −177−2.6% | Reduced |
| Canopy Partners, LLC | 6,637 | $413.2K | 0.16% | +578+9.5% | Added |
| Sanders Morris Harris LLC | 6,631 | $414.1K | 0.06% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 6,666 | $415.0K | 0.05% | −275−4.0% | Reduced |
| Fortress Financial Group, LLC | 6,680 | $415.9K | 0.41% | +6,680 | New |
| Vestmark Advisory Solutions, Inc. | 6,683 | $416.1K | 0.01% | +6,683 | New |
| Boomfish Wealth Group, LLC | 6,688 | $416.4K | 0.25% | −43−0.6% | Reduced |
| Shufro Rose & Co LLC | 6,700 | $417.1K | 0.03% | +400+6.3% | Added |
| AdvisorShares Investments LLC | 6,700 | $417.1K | 0.08% | +6,700 | New |
| Empirical Asset Management, LLC | 115,895 | $417.3K | 0.14% | +103,018+800.0% | Added |
| Austin Private Wealth, LLC | 6,707 | $417.6K | 0.04% | +2,089+45.2% | Added |
| Rossby Financial, LCC | 6,707 | $417.6K | 0.26% | +6,707 | New |
| Paulson Wealth Management Inc. | 6,721 | $418.4K | 0.11% | +514+8.3% | Added |
| Kaydan Wealth Management, Inc. | 6,727 | $418.8K | 0.14% | +10.0% | Added |
| LaSalle St. Investment Advisors, LLC | 6,741 | $419.0K | 0.13% | +1,385+25.9% | Added |
| Alteri Wealth LLC | 6,734 | $419.3K | 0.12% | +6,734 | New |
| Balboa Wealth Partners | 6,737 | $419.4K | 0.10% | +1,079+19.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 6,741 | $419.7K | 0.42% | +1,571+30.4% | Added |
| Mezzasalma Advisors, LLC | 6,756 | $420.7K | 0.14% | +1,972+41.2% | Added |
| Wescott Financial Advisory Group, LLC | 6,758 | $420.8K | 0.04% | +603+9.8% | Added |
| Sunpointe, LLC | 6,766 | $421.3K | 0.21% | +887+15.1% | Added |
| BKM Wealth Management, LLC | 6,770 | $421.5K | 0.17% | +301+4.7% | Added |
| Elevatus Welath Management | 6,772 | $421.6K | 0.14% | +1,488+28.2% | Added |
| Hollow Brook Wealth Management LLC | 6,787 | $422.6K | 0.13% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 6,808 | $423.8K | 0.10% | −675−9.0% | Reduced |
| Optima Capital LLC | 6,811 | $424.1K | 0.29% | +6,811 | New |
| Live Oak Private Wealth LLC | 6,816 | $424.4K | 0.07% | −780−10.3% | Reduced |
| Capital Wealth Planning, LLC | 6,819 | $424.6K | 0.00% | −3,433−33.5% | Reduced |
| Marotta Asset Management | 6,866 | $424.6K | 0.09% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,821 | $424.7K | 0.10% | +65+1.0% | Added |
| KWMG, LLC | 6,828 | $425.1K | 0.04% | +10.0% | Added |
| Colonial River Wealth Management, LLC | 6,839 | $425.8K | 0.21% | −1,011−12.9% | Reduced |
| Strategic Financial Services, Inc, | 6,849 | $426.4K | 0.03% | +1,605+30.6% | Added |
| Cooper/Haims Advisors, LLC | 6,851 | $426.6K | 0.24% | +7+0.1% | Added |
| FourThought Financial Partners, LLC | 6,870 | $427.7K | 0.04% | +6,870 | New |
| Advisors Preferred, LLC | 6,917 | $427.7K | 0.07% | −626−8.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 6,876 | $428.1K | 0.01% | 00.0% | Unchanged |
| M. Kraus & Co | 6,888 | $428.8K | 0.13% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 6,903 | $429.8K | 0.21% | −155−2.2% | Reduced |
| Invenio Wealth Partners LLC | 6,908 | $430.1K | 0.18% | +141+2.1% | Added |
| Clarus Group, Inc. | 6,956 | $433.1K | 0.15% | +56+0.8% | Added |
| Provident Wealth Management, LLC | 6,957 | $433.1K | 0.14% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 7,102 | $433.7K | 0.18% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 6,988 | $435.1K | 0.03% | +672+10.6% | Added |
| Spirepoint Private Client, LLC | 6,990 | $435.2K | 0.05% | +5+0.1% | Added |
| Keating Investment Counselors Inc | 7,000 | $435.8K | 0.14% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 7,009 | $436.4K | 0.29% | −112−1.6% | Reduced |
| Renasant Bank | 7,034 | $437.9K | 0.28% | −2,294−24.6% | Reduced |
| Alpha Family Trust | 7,045 | $438.6K | 0.25% | 00.0% | Unchanged |
| Trust Co | 7,052 | $439.1K | 0.05% | −759−9.7% | Reduced |
| Orrstown Financial Services Inc | 7,064 | $439.8K | 0.12% | −230−3.2% | Reduced |
| Harbor Advisory Corp | 7,092 | $441.5K | 0.15% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 7,102 | $442.2K | 0.03% | −4−0.1% | Reduced |
| ELCO Management Co., LLC | 7,106 | $442.4K | 0.23% | 00.0% | Unchanged |
| HC Advisors, LLC | 7,128 | $443.8K | 0.36% | +1,803+33.9% | Added |
| TFB Advisors LLC | 7,132 | $444.0K | 0.13% | −311−4.2% | Reduced |
| apricus wealth, LLC | 7,143 | $444.7K | 0.29% | −25−0.3% | Reduced |
| Natural Investments, LLC | 7,167 | $446.0K | 0.12% | +7,167 | New |
| Beacon Investment Advisory Services, Inc. | 7,171 | $446.5K | 0.02% | +232+3.3% | Added |
| BankPlus Wealth Management LLC | 7,180 | $447.1K | 0.33% | +7,180 | New |
| 1858 Wealth Management, LLC | 7,187 | $447.5K | 0.35% | 00.0% | Unchanged |
| Union Savings Bank | 7,188 | $447.5K | 0.22% | −60−0.8% | Reduced |
| Vision Capital Management, Inc. | 7,191 | $447.7K | 0.07% | +103+1.5% | Added |
| Fragasso Group Inc. | 7,210 | $448.9K | 0.03% | +59+0.8% | Added |
| Quadcap Wealth Management, LLC | 7,215 | $449.2K | 0.07% | −752−9.4% | Reduced |
| Greenspring Advisors, LLC | 7,230 | $450.1K | 0.10% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 7,231 | $450.2K | 0.08% | −47−0.6% | Reduced |
| Cable Hill Partners, LLC | 7,249 | $451.3K | 0.05% | −1,145−13.6% | Reduced |
| First Citizens Financial Corp | 7,250 | $451.4K | 0.25% | +1,400+23.9% | Added |
| Signal Advisors Wealth, LLC | 7,273 | $452.8K | 0.05% | −5,532−43.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 7,277 | $453.1K | 0.06% | −1,187−14.0% | Reduced |
| Options Solutions, LLC | 7,283 | $453.4K | 0.20% | +660+10.0% | Added |
| Aveo Capital Partners, LLC | 7,293 | $454.0K | 0.05% | −681−8.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,293 | $454.1K | 0.22% | −200−2.7% | Reduced |
| Strathmore Capital Advisors, Inc. | 7,301 | $454.5K | 0.33% | +7,301 | New |
| Eqis Capital Management, Inc. | 7,302 | $454.6K | 0.04% | +1,071+17.2% | Added |
| Rise Advisors, LLC | 7,306 | $454.9K | 0.22% | −456−5.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,313 | $455.3K | 0.11% | +109+1.5% | Added |
| Matthew Goff Investment Advisor, LLC | 7,315 | $455.4K | 0.08% | +122+1.7% | Added |
| Front Street Capital Management, Inc. | 7,318 | $456.0K | 0.08% | −66−0.9% | Reduced |
| Clearwater Capital Advisors, LLC | 7,326 | $456.1K | 0.04% | −2,257−23.6% | Reduced |
| Safe Harbor Fiduciary, LLC | 7,331 | $456.4K | 0.47% | +172+2.4% | Added |
| Evelyn Partners Asset Management Ltd | 7,357 | $458.0K | 0.12% | +7,357 | New |
| Verus Capital Partners, LLC | 7,360 | $458.3K | 0.04% | +93+1.3% | Added |
| Compton Wealth Advisory Group, LLC | 7,395 | $460.4K | 0.12% | −206−2.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 7,425 | $462.3K | 0.07% | +7,425 | New |
| Charter Oak Capital Management, LLC | 7,436 | $463.0K | 0.04% | +27+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 7,450 | $463.8K | 0.03% | −1,622−17.9% | Reduced |
| WealthPlan Investment Management, LLC | 7,466 | $464.8K | 0.05% | −8,950−54.5% | Reduced |
| Acorns Advisers, LLC | 7,484 | $466.0K | 0.00% | +1,171+18.5% | Added |
| Kathmere Capital Management, LLC | 7,495 | $466.6K | 0.04% | +1,141+18.0% | Added |
| Herold Advisors, Inc. | 7,497 | $466.9K | 0.10% | +218+3.0% | Added |
| RMR Capital Management, LLC | 7,507 | $467.4K | 0.35% | −1,072−12.5% | Reduced |
| Oak Harvest Investment Services | 7,509 | $467.5K | 0.07% | −377−4.8% | Reduced |
| Pettee Investors, Inc. | 7,516 | $467.9K | 0.24% | 00.0% | Unchanged |
| BFI Infinity Ltd. | 7,522 | $468.3K | 0.51% | +7,522 | New |
| Sutton Place Investors LLC | 7,530 | $468.8K | 0.27% | +157+2.1% | Added |