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 |
|---|---|---|---|---|---|
| Summitry LLC | 7,545 | $469.8K | 0.02% | +64+0.9% | Added |
| Harbour Trust & Investment Management Co | 7,546 | $469.8K | 0.05% | −783−9.4% | Reduced |
| Florida Financial Advisors, LLC | 7,563 | $470.9K | 0.21% | +2,219+41.5% | Added |
| Global Financial Private Client, LLC | 7,567 | $471.1K | 0.18% | −90−1.2% | Reduced |
| WNY Asset Management, LLC | 7,584 | $472.2K | 0.06% | −3,418−31.1% | Reduced |
| RKL Wealth Management LLC | 7,584 | $472.2K | 0.04% | +2,303+43.6% | Added |
| Howard Financial Services, Ltd. | 7,591 | $472.6K | 0.06% | +903+13.5% | Added |
| Rocky Mountain Advisers, LLC | 7,598 | $473.0K | 0.14% | +34+0.4% | Added |
| Spirit of America Management Corp | 7,600 | $473.2K | 0.10% | 00.0% | Unchanged |
| Breakwater Capital Group | 7,635 | $475.4K | 0.09% | −213−2.7% | Reduced |
| Marshall Financial Group LLC | 7,643 | $475.8K | 0.12% | +175+2.3% | Added |
| Pacitti Group Inc. | 7,648 | $476.2K | 0.22% | −8−0.1% | Reduced |
| Titleist Asset Management, LLC | 7,668 | $477.4K | 0.05% | +1,412+22.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,678 | $478.0K | 0.16% | +44+0.6% | Added |
| Optas, LLC | 7,683 | $478.3K | 0.10% | −234−3.0% | Reduced |
| Founders Grove Wealth Partners, LLC | 7,690 | $478.8K | 0.14% | +7,690 | New |
| Quarry LP | 7,695 | $479.1K | 0.09% | +7,695 | New |
| SignalPoint Asset Management, LLC | 7,708 | $479.9K | 0.12% | +220+2.9% | Added |
| Infrastructure Capital Advisors, LLC | 7,713 | $480.2K | 0.06% | +7,713 | New |
| Global X Japan Co., Ltd. | 7,730 | $481.3K | 0.06% | +1,319+20.6% | Added |
| CWS Financial Advisors, LLC | 7,739 | $481.9K | 0.16% | +45+0.6% | Added |
| Investment Partners Asset Management, Inc. | 7,748 | $482.4K | 0.38% | +792+11.4% | Added |
| Kapstone Financial Advisors LLC | 7,684 | $482.8K | 0.26% | 00.0% | Unchanged |
| One Capital Management, LLC | 7,756 | $482.9K | 0.02% | +14+0.2% | Added |
| Interchange Capital Partners, LLC | 7,773 | $484.0K | 0.18% | −686−8.1% | Reduced |
| Abel Hall, LLC | 7,780 | $484.4K | 0.31% | −342−4.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,784 | $484.6K | 0.14% | +259+3.4% | Added |
| Quadrant Private Wealth Management, LLC | 7,811 | $486.3K | 0.12% | −244−3.0% | Reduced |
| Beta Wealth Group, Inc. | 7,813 | $486.4K | 0.22% | +7,813 | New |
| Fairscale Capital, LLC | 7,823 | $487.0K | 0.42% | −47−0.6% | Reduced |
| Paragon Capital Management Ltd | 7,833 | $487.7K | 0.10% | −544−6.5% | Reduced |
| Coppell Advisory Solutions LLC | 7,875 | $488.5K | 0.07% | −11,714−59.8% | Reduced |
| Inlet Private Wealth, LLC | 7,853 | $489.0K | 0.13% | −1,000−11.3% | Reduced |
| Hemenway Trust Co LLC | 7,854 | $489.0K | 0.04% | −540−6.4% | Reduced |
| Cardiff Park Advisors, LLC | 7,869 | $489.9K | 0.05% | +9+0.1% | Added |
| Level Wealth Management LLC | 7,876 | $490.4K | 0.35% | +7,876 | New |
| Annex Advisory Services, LLC | 7,897 | $491.6K | 0.01% | +339+4.5% | Added |
| SOA Wealth Advisors, LLC. | 7,897 | $491.7K | 0.09% | +464+6.2% | Added |
| Chilton Investment Co LLC | 7,898 | $491.7K | 0.01% | −1,068−11.9% | Reduced |
| Resonant Capital Advisors, LLC | 7,904 | $492.1K | 0.04% | −68−0.9% | Reduced |
| 180 Wealth Advisors, LLC | 7,908 | $492.3K | 0.08% | −100−1.2% | Reduced |
| Sand Hill Global Advisors, LLC | 7,928 | $493.6K | 0.02% | −201−2.5% | Reduced |
| First Affirmative Financial Network | 7,954 | $495.2K | 0.29% | +929+13.2% | Added |
| Plotkin Financial Advisors, LLC | 7,960 | $495.6K | 0.29% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 7,971 | $496.2K | 0.15% | +6,696+525.2% | Added |
| Bolthouse Investments, LLC | 7,973 | $496.4K | 0.46% | +7,973 | New |
| Montz Harcus Wealth Management LLC | 7,977 | $496.6K | 0.28% | −253−3.1% | Reduced |
| Triad Wealth Partners, LLC | 7,988 | $497.3K | 0.18% | +7,988 | New |
| Retirement Financial Solutions, LLC | 8,003 | $498.3K | 0.27% | −43−0.5% | Reduced |
| Three Seasons Wealth, LLC | 8,020 | $499.3K | 0.24% | +30.0% | Added |
| AssuredPartners Investment Advisors, LLC | 8,043 | $500.8K | 0.10% | +8,043 | New |
| IMA Wealth, Inc. | 8,061 | $501.9K | 0.06% | −588−6.8% | Reduced |
| Middleton & Co Inc | 8,075 | $502.7K | 0.06% | −750−8.5% | Reduced |
| Platform Technology Partners | 8,075 | $502.8K | 0.15% | +20.0% | Added |
| Evermay Wealth Management LLC | 8,104 | $504.6K | 0.08% | −230−2.8% | Reduced |
| Sivia Capital Partners, LLC | 8,107 | $504.8K | 0.25% | +426+5.5% | Added |
| Schear Investment Advisers, LLC | 8,108 | $504.8K | 0.27% | +1,064+15.1% | Added |
| ESL Trust Services, LLC | 8,115 | $505.2K | 0.11% | +7,600+1,475.7% | Added |
| NovaPoint Capital, LLC | 8,136 | $506.6K | 0.15% | −374−4.4% | Reduced |
| Resources Management Corp | 8,141 | $507.0K | 0.07% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 8,149 | $507.4K | 0.08% | +91+1.1% | Added |
| Grant/GrossMendelsohn, LLC | 8,155 | $507.7K | 0.27% | −2,734−25.1% | Reduced |
| Kimelman & Baird, LLC | 8,170 | $508.7K | 0.04% | −1,500−15.5% | Reduced |
| First National Corp | 8,191 | $509.9K | 0.12% | +31+0.4% | Added |
| James J. Burns & Company, LLC | 8,212 | $511.0K | 0.09% | +1,758+27.2% | Added |
| SeaBridge Investment Advisors LLC | 8,215 | $511.5K | 0.11% | +1,833+28.7% | Added |
| Affinity Capital Advisors, LLC | 8,409 | $511.6K | 0.10% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8,259 | $514.2K | 0.07% | −19−0.2% | Reduced |
| Arbor Wealth Advisors LLC | 8,265 | $514.6K | 0.46% | +818+11.0% | Added |
| Mountain Pacific Investment Advisers Inc | 8,274 | $515.1K | 0.04% | −1,355−14.1% | Reduced |
| Goldstream Capital Management Ltd | 8,276 | $515.3K | 0.22% | −10,322−55.5% | Reduced |
| Cannon Wealth Management Services, LLC | 8,152 | $516.4K | 0.45% | +87+1.1% | Added |
| Crescent Grove Advisors, LLC | 8,316 | $517.8K | 0.05% | +1,135+15.8% | Added |
| Alliance Wealth Advisors, LLC | 8,332 | $518.8K | 0.30% | −139−1.6% | Reduced |
| HF Advisory Group, LLC | 8,343 | $519.4K | 0.24% | +156+1.9% | Added |
| Sierra Capital LLC | 8,369 | $521.0K | 0.06% | −1,101−11.6% | Reduced |
| Cornerstone Advisory, LLC | 7,573 | $521.5K | 0.06% | +668+9.7% | Added |
| Mosaic Financial Group, LLC | 8,400 | $523.0K | 0.38% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 8,407 | $523.4K | 0.09% | −98−1.2% | Reduced |
| Ifrah Financial Services, Inc. | 8,410 | $523.6K | 0.14% | +56+0.7% | Added |
| Yoffe Investment Management, LLC | 8,420 | $524.2K | 0.78% | +8,420 | New |
| 360 Financial, Inc. | 8,436 | $525.2K | 0.19% | −15−0.2% | Reduced |
| GDS Wealth Management | 8,441 | $525.5K | 0.05% | −223−2.6% | Reduced |
| Terril Brothers, Inc. | 8,461 | $526.8K | 0.16% | +140+1.7% | Added |
| Armstrong, Fleming & Moore, Inc | 8,462 | $526.9K | 0.32% | +10.0% | Added |
| Compass Capital Corp | 8,479 | $527.1K | 0.21% | +8,479 | New |
| Kidder Stephen W | 8,480 | $528.0K | 0.16% | −250−2.9% | Reduced |
| Whalerock Point Partners, LLC | 8,512 | $530.0K | 0.12% | −154−1.8% | Reduced |
| Capital Advantage, Inc. | 8,517 | $530.3K | 0.10% | +8,517 | New |
| New Republic Capital, LLC | 8,523 | $530.6K | 0.35% | +1,482+21.0% | Added |
| Wimmer Associates 1, LLC | 8,527 | $530.9K | 0.26% | 00.0% | Unchanged |
| Second Line Capital, LLC | 8,530 | $531.1K | 0.14% | −427−4.8% | Reduced |
| Addison Advisors LLC | 8,538 | $531.6K | 0.15% | −97−1.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 8,550 | $532.3K | 0.54% | 00.0% | Unchanged |
| Novem Group | 8,562 | $533.1K | 0.08% | +8,562 | New |
| Michels Family Financial, LLC | 8,569 | $533.5K | 0.49% | +8,569 | New |
| True North Advisors, LLC | 8,572 | $533.7K | 0.13% | +781+10.0% | Added |
| Investors Research Corp | 8,573 | $533.8K | 0.12% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 8,584 | $534.4K | 0.23% | +1,832+27.1% | Added |
| MOKAN Wealth Management Inc. | 8,608 | $535.7K | 0.34% | +8,608 | New |