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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 8,615 | $536.0K | 0.18% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 8,614 | $536.3K | 0.43% | +8,614 | New |
| Cornerstone Capital, Inc. | 8,640 | $537.9K | 0.06% | −124−1.4% | Reduced |
| Requisite Capital Management, LLC | 8,645 | $538.2K | 0.11% | +500+6.1% | Added |
| Burling Wealth Partners, LLC | 8,659 | $539.1K | 0.11% | +8,659 | New |
| Versant Capital Management, Inc | 8,671 | $539.9K | 0.12% | +1,867+27.4% | Added |
| Wallace Advisory Group, LLC | 7,513 | $539.9K | 0.37% | +172+2.3% | Added |
| Cutter & CO Brokerage, Inc. | 8,691 | $541.1K | 0.13% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 8,696 | $541.4K | 0.09% | 00.0% | Unchanged |
| S.A. Mason LLC | 8,702 | $541.8K | 0.28% | +334+4.0% | Added |
| Wilkins Miller Wealth Management, LLC | 8,707 | $542.1K | 0.57% | +8,707 | New |
| Mattern Wealth Management LLC | 8,708 | $542.2K | 0.12% | −170−1.9% | Reduced |
| Firestone Capital Management | 8,711 | $542.4K | 0.13% | +8+0.1% | Added |
| Callan Capital, LLC | 8,743 | $544.4K | 0.04% | +1,536+21.3% | Added |
| Strata Wealth Advisors, LLC | 8,758 | $545.3K | 0.17% | +246+2.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 8,758 | $545.3K | 0.23% | +8,758 | New |
| Lazard Freres Gestion S.A.S. | 8,775 | $546.0K | 0.01% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 8,795 | $547.6K | 0.08% | +293+3.4% | Added |
| Baldwin Investment Management, LLC | 8,820 | $549.1K | 0.07% | −515−5.5% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 8,830 | $549.7K | 0.40% | −459−4.9% | Reduced |
| Amplius Wealth Advisors, LLC | 8,835 | $550.1K | 0.06% | −214−2.4% | Reduced |
| First National Bank | 8,839 | $550.3K | 0.38% | +38+0.4% | Added |
| Financial Partners Group, LLC | 8,852 | $551.1K | 0.23% | −2,654−23.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,880 | $552.8K | 0.24% | −869−8.9% | Reduced |
| Horst & Graben Wealth Management LLC | 8,899 | $554.0K | 0.10% | +17+0.2% | Added |
| Wayfinding Financial, LLC | 8,919 | $555.0K | 0.30% | +8,919 | New |
| Nicholson Wealth Management Group, LLC | 8,918 | $555.2K | 0.37% | −904−9.2% | Reduced |
| Jeppson Wealth Management, LLC | 8,931 | $556.0K | 0.20% | −50−0.6% | Reduced |
| Aegis Wealth Management LLC | 8,960 | $557.9K | 0.38% | +8,960 | New |
| Patrick M Sweeney & Associates, Inc | 8,986 | $559.5K | 0.42% | +7+0.1% | Added |
| Crescent Sterling, Ltd. | 8,987 | $559.5K | 0.57% | −11−0.1% | Reduced |
| River Wealth Advisors LLC | 8,993 | $559.9K | 0.07% | −1,384−13.3% | Reduced |
| Liberty Wealth Management LLC | 8,995 | $560.0K | 0.09% | +216+2.5% | Added |
| Laraway Financial Inc | 9,001 | $560.4K | 0.44% | +302+3.5% | Added |
| Snider Financial Group | 9,022 | $561.7K | 0.17% | +9,022 | New |
| Vivaldi Capital Management, LLC | 8,805 | $562.4K | 0.09% | +205+2.4% | Added |
| Maple Capital Management, Inc. | 9,051 | $563.5K | 0.04% | +105+1.2% | Added |
| CVFG LLC | 9,079 | $565.3K | 0.52% | +9,079 | New |
| KLCM Advisors, Inc. | 9,092 | $566.1K | 0.07% | +2,705+42.4% | Added |
| Geller Advisors LLC | 9,095 | $566.3K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 9,108 | $567.1K | 0.06% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9,135 | $568.8K | 0.26% | −55−0.6% | Reduced |
| Stockman Wealth Management, Inc. | 9,185 | $571.9K | 0.09% | −95−1.0% | Reduced |
| Dividend Assets Capital, LLC | 9,207 | $573.2K | 0.11% | 00.0% | Unchanged |
| Elevate Wealth Advisory, Inc | 9,255 | $576.2K | 0.43% | +37+0.4% | Added |
| Tobam | 9,268 | $577.0K | 0.18% | −2,492−21.2% | Reduced |
| Indie Asset Partners, LLC | 9,309 | $579.6K | 0.46% | −82−0.9% | Reduced |
| Van Cleef Asset Management,Inc | 9,310 | $579.6K | 0.06% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 9,319 | $580.2K | 0.12% | +395+4.4% | Added |
| Vestor Capital, LLC | 9,333 | $581.0K | 0.04% | +43+0.5% | Added |
| BridgePort Financial Solutions, LLC | 8,214 | $582.1K | 0.26% | +8,214 | New |
| Roman Butler Fullerton & Co | 9,129 | $583.1K | 0.18% | −166−1.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,117 | $583.3K | 0.05% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 9,370 | $583.4K | 0.25% | +400+4.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,372 | $583.5K | 0.07% | −200−2.1% | Reduced |
| Sym Financial Corp | 9,403 | $585.4K | 0.08% | +1,545+19.7% | Added |
| Trajan Wealth LLC | 9,405 | $585.6K | 0.03% | +5,880+166.8% | Added |
| Firethorn Wealth Partners, LLC | 9,405 | $585.6K | 0.29% | +128+1.4% | Added |
| AGH Wealth Advisors, LLC | 9,408 | $585.7K | 0.54% | +9,408 | New |
| Heartland Bank & Trust Co | 9,411 | $585.9K | 0.32% | +1,236+15.1% | Added |
| Seeds Investor LLC | 9,457 | $588.8K | 0.17% | −1,029−9.8% | Reduced |
| Viawealth, LLC | 9,458 | $588.9K | 0.36% | −755−7.4% | Reduced |
| Wall Street Access Asset Management, LLC | 9,466 | $589.4K | 0.22% | +189+2.0% | Added |
| Transce3nd, LLC | 9,470 | $589.8K | 0.20% | +9,470 | New |
| First National Bank of Mount Dora, Trust Investment Services | 9,476 | $590.0K | 0.14% | −33−0.3% | Reduced |
| Councilmark Asset Management, LLC | 9,476 | $590.0K | 0.40% | 00.0% | Unchanged |
| Archer Investment Corp | 9,493 | $591.0K | 0.16% | +73+0.8% | Added |
| Klingman & Associates, LLC | 9,510 | $592.1K | 0.04% | +438+4.8% | Added |
| Monograph Wealth Advisors, LLC | 9,510 | $592.1K | 0.08% | +756+8.6% | Added |
| BCU Wealth Advisors, LLC | 9,513 | $592.3K | 0.34% | 00.0% | Unchanged |
| Capital Square, LLC | 9,565 | $592.3K | 0.34% | +604+6.7% | Added |
| Searle & Co. | 9,523 | $592.9K | 0.17% | +30.0% | Added |
| Cullen Capital Management LLC | 9,539 | $593.9K | 0.01% | −680−6.7% | Reduced |
| Occidental Asset Management, LLC | 9,582 | $596.6K | 0.09% | −534−5.3% | Reduced |
| Oxford Asset Management LLP | 9,592 | $597.2K | 0.27% | +9,592 | New |
| Ti-Trust, Inc | 9,626 | $599.3K | 0.40% | +20.0% | Added |
| Legacy Wealth Management, LLC | 9,627 | $599.4K | 0.24% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 9,649 | $600.7K | 0.45% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 9,878 | $601.0K | 0.13% | +6+0.1% | Added |
| Conscious Wealth Investments, LLC | 9,587 | $601.2K | 0.41% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 9,665 | $601.7K | 0.46% | +357+3.8% | Added |
| DAGCO, Inc. | 9,671 | $602.1K | 0.20% | +576+6.3% | Added |
| Lantz Financial LLC | 9,698 | $603.8K | 0.16% | +143+1.5% | Added |
| Aspen Investment Management Inc | 9,696 | $604.0K | 0.28% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 9,714 | $604.8K | 0.43% | −1,398−12.6% | Reduced |
| Severin Investments, LLC | 9,740 | $606.4K | 0.60% | +9,740 | New |
| First Foundation Advisors | 9,753 | $607.3K | 0.02% | +68+0.7% | Added |
| Tarbox Family Office, Inc. | 9,769 | $608.2K | 0.10% | 00.0% | Unchanged |
| HCR Wealth Advisors | 9,786 | $609.3K | 0.08% | −96−1.0% | Reduced |
| Real Talk Capital, LLC | 9,798 | $610.0K | 0.80% | +9,798 | New |
| Reynders McVeigh Capital Management, LLC | 9,821 | $611.0K | 0.03% | −200−2.0% | Reduced |
| Strategic Investment Solutions, Inc. | 10,177 | $611.9K | 0.20% | +184+1.8% | Added |
| Sar Wealth Management Group, LLC | 9,830 | $612.0K | 0.41% | +1,075+12.3% | Added |
| Northstar Advisory Group, LLC | 9,852 | $613.4K | 0.31% | −31,863−76.4% | Reduced |
| Oregon Pacific Wealth Management, LLC | 9,869 | $614.4K | 0.60% | +9,869 | New |
| Regimen Wealth, LLC | 9,881 | $615.2K | 0.20% | +140+1.4% | Added |
| Embree Financial Group | 9,890 | $615.8K | 0.11% | +68+0.7% | Added |
| McDonald Partners LLC | 9,891 | $615.9K | 0.16% | −212−2.1% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 9,893 | $615.9K | 0.22% | +9,893 | New |
| Gilman Hill Asset Management, LLC | 9,910 | $617.0K | 0.11% | −550−5.3% | Reduced |