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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 9,923 | $617.8K | 0.12% | −52−0.5% | Reduced |
| Gibbs Wealth Management | 9,928 | $618.1K | 0.17% | +1,308+15.2% | Added |
| Fortress Wealth Group, LLC | 9,770 | $618.9K | 0.30% | +8+0.1% | Added |
| Spinnaker Investment Group, LLC | 9,973 | $620.9K | 0.15% | +10+0.1% | Added |
| Elk River Wealth Management, LLC | 9,980 | $621.4K | 0.11% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9,994 | $622.2K | 0.04% | +1,408+16.4% | Added |
| Gibson Wealth Advisors LLC | 10,000 | $622.6K | 0.51% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 10,038 | $625.0K | 0.53% | −7,800−43.7% | Reduced |
| Cambridge Advisors Inc. | 10,048 | $625.6K | 0.14% | +72+0.7% | Added |
| Journey Advisory Group, LLC | 9,852 | $627.1K | 0.08% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10,074 | $627.2K | 0.27% | +133+1.3% | Added |
| BCS Wealth Management | 10,108 | $629.0K | 0.16% | +10,108 | New |
| Clark Wealth Partners | 10,124 | $630.4K | 0.49% | +10,124 | New |
| Bradley & Co. Private Wealth Management, LLC | 10,126 | $630.4K | 0.39% | +10,126 | New |
| Xcel Wealth Management, LLC | 10,130 | $630.7K | 0.17% | −1,061−9.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 10,133 | $630.9K | 0.04% | +39+0.4% | Added |
| Centricity Wealth Management, LLC | 10,147 | $631.7K | 0.59% | +10,147 | New |
| Webster Bank, N. A. | 10,148 | $631.8K | 0.07% | −218−2.1% | Reduced |
| King Wealth | 10,150 | $632.0K | 0.09% | +15+0.1% | Added |
| Tandem Investment Advisors, Inc. | 10,143 | $632.0K | 0.02% | +603+6.3% | Added |
| Bienville Capital Management, LLC | 10,155 | $632.3K | 0.15% | +1,955+23.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 10,156 | $632.3K | 0.20% | +3,168+45.3% | Added |
| Silver Oak Securities, Inc | 10,196 | $632.4K | 0.06% | −2,154−17.4% | Reduced |
| Penserra Capital Management LLC | 10,194 | $634.0K | 0.01% | +9,819+2,618.4% | Added |
| Baker Avenue Asset Management, LP | 10,211 | $635.7K | 0.02% | +677+7.1% | Added |
| Cim Investment Mangement Inc | 10,223 | $636.5K | 0.19% | −130−1.3% | Reduced |
| Magnolia Capital Advisors LLC | 10,273 | $639.6K | 0.17% | +10,273 | New |
| Nebula Research & Development LLC | 10,276 | $639.8K | 0.08% | +10,276 | New |
| N.E.W. Advisory Services LLC | 10,285 | $640.4K | 0.06% | +175+1.7% | Added |
| Argent Capital Management LLC | 10,310 | $641.9K | 0.02% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 10,313 | $642.1K | 0.28% | +27+0.3% | Added |
| Great Diamond Partners, LLC | 10,314 | $642.1K | 0.17% | +169+1.7% | Added |
| Financial Engines Advisors L.L.C. | 10,320 | $642.5K | 0.00% | +4,847+88.6% | Added |
| Midwest Financial Group LLC | 10,339 | $643.7K | 0.37% | −553−5.1% | Reduced |
| Persium Advisors, LLC | 10,375 | $646.0K | 0.64% | +10,375 | New |
| Prentice Wealth Management LLC | 10,385 | $646.6K | 0.19% | +639+6.6% | Added |
| Pinnacle Holdings, LLC | 10,393 | $647.1K | 0.24% | −190−1.8% | Reduced |
| Private Portfolio Partners LLC | 10,396 | $647.3K | 0.12% | −409−3.8% | Reduced |
| Sather Financial Group Inc | 10,400 | $647.5K | 0.04% | −1,270−10.9% | Reduced |
| Compass Ion Advisors, LLC | 10,408 | $648.0K | 0.08% | +355+3.5% | Added |
| Olistico Wealth, LLC | 10,421 | $648.8K | 0.38% | −17−0.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 10,423 | $648.9K | 0.64% | +10,423 | New |
| Ashford Capital Management Inc | 10,442 | $650.1K | 0.08% | −374−3.5% | Reduced |
| Hickory Point Bank & Trust | 10,448 | $650.5K | 0.58% | +10,448 | New |
| HHM Wealth Advisors, LLC | 10,463 | $651.4K | 0.09% | +1,313+14.3% | Added |
| Banco BTG Pactual S.A. | 10,540 | $651.8K | 0.15% | +6,149+140.0% | Added |
| Hutchinson Capital Management | 10,477 | $652.3K | 0.12% | −450−4.1% | Reduced |
| Ellis Investment Partners, LLC | 10,478 | $652.4K | 0.13% | −30.0% | Reduced |
| Onefund, LLC | 10,481 | $652.5K | 0.63% | +296+2.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,501 | $653.8K | 0.16% | −620−5.6% | Reduced |
| Highline Wealth Partners LLC | 10,549 | $656.8K | 0.21% | −120−1.1% | Reduced |
| Kiker Wealth Management, LLC | 10,561 | $657.5K | 0.53% | +10,561 | New |
| Retirement Income Solutions, Inc | 10,567 | $657.9K | 0.13% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 10,568 | $657.9K | 0.16% | +377+3.7% | Added |
| Richwood Investment Advisors, LLC | 10,575 | $658.4K | 0.55% | +602+6.0% | Added |
| Zhang Financial LLC | 10,591 | $659.4K | 0.04% | +694+7.0% | Added |
| ICONIQ Capital, LLC | 10,597 | $659.8K | 0.01% | +324+3.2% | Added |
| TrinityPoint Wealth, LLC | 10,597 | $659.8K | 0.09% | +512+5.1% | Added |
| Marathon Trading Investment Management LLC | 10,600 | $660.0K | 0.11% | +10,600 | New |
| Enterprise Financial Services Corp | 10,607 | $660.4K | 0.37% | +213+2.0% | Added |
| Journey Strategic Wealth LLC | 10,621 | $661.3K | 0.02% | −543−4.9% | Reduced |
| BlueChip Wealth Advisors LLC | 10,632 | $661.9K | 0.37% | −259−2.4% | Reduced |
| Gray Wealth Management Inc. | 10,638 | $662.3K | 0.25% | +49+0.5% | Added |
| Spreng Capital Management, Inc. | 10,646 | $662.8K | 0.29% | −310−2.8% | Reduced |
| L & S Advisors Inc | 10,658 | $663.6K | 0.07% | −463−4.2% | Reduced |
| Brandywine Trust Co | 10,682 | $665.1K | 0.10% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 10,701 | $666.2K | 0.08% | −1,310−10.9% | Reduced |
| Institute for Wealth Management, LLC. | 10,704 | $666.4K | 0.08% | +50+0.5% | Added |
| Thoma Capital Management LLC | 10,738 | $668.5K | 0.46% | +10,738 | New |
| Gratus Wealth Advisors, LLC | 10,757 | $669.7K | 0.11% | −1,818−14.5% | Reduced |
| Elgethun Capital Management | 10,781 | $671.2K | 0.16% | +268+2.5% | Added |
| WoodTrust Financial Corp | 10,796 | $672.0K | 0.09% | +30.0% | Added |
| Apella Capital, LLC | 10,800 | $672.4K | 0.03% | +267+2.5% | Added |
| Monument Group Wealth Advisors, LLC | 10,810 | $673.1K | 0.48% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 10,812 | $673.2K | 0.77% | +10,812 | New |
| Proficio Capital Partners LLC | 10,843 | $675.1K | 0.05% | +3,426+46.2% | Added |
| Apexium Financial, LP | 10,851 | $675.6K | 0.04% | +2,652+32.3% | Added |
| D'Orazio & Associates, Inc. | 10,854 | $675.8K | 0.10% | −215−1.9% | Reduced |
| Cadinha & Co LLC | 10,857 | $676.0K | 0.11% | −2,590−19.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 10,871 | $676.8K | 0.17% | −371−3.3% | Reduced |
| Owen LaRue, LLC | 10,885 | $677.7K | 0.35% | +811+8.1% | Added |
| Stanley-Laman Group, Ltd. | 10,945 | $681.4K | 0.10% | +1,615+17.3% | Added |
| Pacific Global Investment Management CO | 10,950 | $681.8K | 0.88% | −88,037−88.9% | Reduced |
| Round Rock Advisors, LLC | 10,957 | $682.2K | 0.14% | +2,178+24.8% | Added |
| Krilogy Financial LLC | 10,964 | $682.6K | 0.05% | +690+6.7% | Added |
| Orser Capital Management, LLC | 10,968 | $682.9K | 0.51% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 10,979 | $683.5K | 0.26% | +520+5.0% | Added |
| Wolff Financial Management LLC | 10,979 | $684.0K | 0.19% | −1,109−9.2% | Reduced |
| Challenger Wealth Management | 11,005 | $685.2K | 0.59% | +11,005 | New |
| J. W. Coons Advisors, LLC | 11,038 | $687.2K | 0.18% | −160−1.4% | Reduced |
| Willis Investment Counsel | 11,040 | $687.4K | 0.05% | 00.0% | Unchanged |
| Smart Money Group LLC | 11,059 | $688.5K | 0.24% | +1,071+10.7% | Added |
| First Heartland Consultants, Inc. | 11,061 | $688.7K | 0.07% | +1,421+14.7% | Added |
| Alken Asset Management Ltd. | 11,100 | $689.0K | 1.30% | +11,100 | New |
| Hardin Capital Partners, LLC | 11,073 | $689.4K | 0.42% | +30.0% | Added |
| Pure Portfolios Holdings LLC | 11,076 | $689.6K | 0.26% | +15+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 11,083 | $690.0K | 0.05% | −552−4.7% | Reduced |
| Keudell/Morrison Wealth Management | 11,093 | $690.6K | 0.18% | +449+4.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,145 | $691.3K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 11,130 | $693.0K | 0.32% | +111+1.0% | Added |