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 |
|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | 11,141 | $693.7K | 0.14% | +254+2.3% | Added |
| William Allan, LLC | 11,145 | $693.9K | 0.43% | +134+1.2% | Added |
| Dover Advisors, LLC | 11,162 | $694.9K | 0.40% | 00.0% | Unchanged |
| Bangor Savings Bank | 11,175 | $695.8K | 0.07% | −107−0.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 11,185 | $696.0K | 0.50% | +50+0.4% | Added |
| Norris Perne & French LLP | 11,182 | $696.2K | 0.05% | −142−1.3% | Reduced |
| Aldebaran Financial Inc. | 11,230 | $696.6K | 0.81% | −481−4.1% | Reduced |
| Peachtree Investment Partners, LLC | 11,189 | $696.6K | 0.26% | +157+1.4% | Added |
| Mosaic Family Wealth Partners, LLC | 11,209 | $697.9K | 0.10% | +1,170+11.7% | Added |
| Medallion Wealth Advisors, LLC | 10,431 | $698.9K | 0.35% | +10,431 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,228 | $699.0K | 0.26% | 00.0% | Unchanged |
| OMC Financial Services LTD | 11,229 | $699.0K | 0.30% | −150−1.3% | Reduced |
| Old Port Advisors | 11,240 | $699.8K | 0.20% | −1,486−11.7% | Reduced |
| GHP Investment Advisors, Inc. | 11,250 | $700.4K | 0.03% | −249−2.2% | Reduced |
| Rahlfs Capital, LLC | 11,264 | $701.3K | 0.69% | +11,264 | New |
| IVC Wealth Advisors LLC | 11,266 | $701.4K | 0.39% | −1,006−8.2% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 11,340 | $706.0K | 0.27% | +11,340 | New |
| Kagan Cocozza Asset Management | 11,364 | $707.5K | 0.59% | +11,364 | New |
| S&CO Inc | 11,386 | $708.0K | 0.05% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 11,375 | $708.2K | 0.12% | +93+0.8% | Added |
| Geometric Wealth Advisors | 11,397 | $709.6K | 0.13% | +10+0.1% | Added |
| West Michigan Advisors, LLC | 11,398 | $709.6K | 0.21% | +380+3.4% | Added |
| Northstar Asset Management LLC | 11,435 | $711.9K | 0.16% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 11,441 | $712.3K | 0.06% | −546−4.6% | Reduced |
| Grove Bank & Trust | 11,449 | $712.8K | 0.10% | +235+2.1% | Added |
| Financial Management Professionals, Inc. | 11,450 | $712.9K | 0.09% | +890+8.4% | Added |
| Flow Traders U.S. LLC | 11,445 | $713.0K | 0.03% | +11,445 | New |
| Hunter Associates Investment Management LLC | 11,500 | $717.0K | 0.11% | +927+8.8% | Added |
| Prestige Wealth Management Group LLC | 11,517 | $717.0K | 0.15% | +704+6.5% | Added |
| Madison Asset Management, LLC | 11,528 | $717.7K | 0.01% | −186−1.6% | Reduced |
| Madison Investment Advisors, LLC | 11,528 | $717.7K | 0.01% | +11,528 | New |
| Centurion Wealth Management LLC | 11,551 | $719.2K | 0.22% | −1,034−8.2% | Reduced |
| Bank of New Hampshire | 11,564 | $720.0K | 0.19% | −100−0.9% | Reduced |
| PFG Advisors | 11,588 | $721.5K | 0.04% | −694−5.7% | Reduced |
| Ambassador Advisors, LLC | 11,601 | $722.3K | 0.12% | −3,649−23.9% | Reduced |
| New Century Financial Group, LLC | 11,722 | $723.8K | 0.31% | −53−0.5% | Reduced |
| Evernest Financial Advisors, LLC | 11,633 | $724.3K | 0.19% | −2,816−19.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 11,646 | $725.1K | 0.33% | −48−0.4% | Reduced |
| LS Investment Advisors, LLC | 11,651 | $725.4K | 0.11% | 00.0% | Unchanged |
| First Interstate Bank | 11,660 | $726.0K | 0.04% | −685−5.5% | Reduced |
| Kings Path Partners LLC | 11,669 | $726.5K | 0.31% | −2,480−17.5% | Reduced |
| Blue Zone Wealth Advisors, LLC | 11,685 | $727.5K | 0.21% | +11,685 | New |
| Turtle Creek Wealth Advisors, LLC | 11,744 | $731.2K | 0.17% | +2,276+24.0% | Added |
| Ferguson Shapiro LLC | 11,746 | $731.3K | 0.27% | −445−3.7% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 11,747 | $731.4K | 0.40% | +11,747 | New |
| Sovereign Financial Group, Inc. | 11,770 | $732.8K | 0.17% | −431−3.5% | Reduced |
| Delta Financial Group, Inc. | 11,782 | $734.0K | 0.17% | +11,782 | New |
| Trueblood Wealth Management, LLC | 11,817 | $735.7K | 0.36% | −80−0.7% | Reduced |
| Morningstar Investment Management LLC | 11,825 | $736.0K | 0.06% | +805+7.3% | Added |
| Hendershot Investments Inc. | 11,847 | $737.6K | 0.10% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 11,851 | $737.8K | 0.04% | −27−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 11,860 | $738.4K | 0.08% | +691+6.2% | Added |
| Atwood & Palmer Inc | 11,866 | $738.8K | 0.05% | −16−0.1% | Reduced |
| Bank of Nova Scotia Trust Co | 11,886 | $740.0K | 0.08% | −50.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 11,902 | $741.2K | 0.32% | −77−0.6% | Reduced |
| First Dallas Securities Inc. | 11,917 | $742.0K | 0.30% | −71−0.6% | Reduced |
| MJP Associates Inc | 11,934 | $743.0K | 0.13% | +36+0.3% | Added |
| Sit Investment Associates Inc | 11,952 | $744.0K | 0.02% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 11,974 | $745.5K | 0.19% | +8,918+291.8% | Added |
| Sterling Investment Counsel, LLC | 11,985 | $746.2K | 0.49% | −28,378−70.3% | Reduced |
| Congress Park Capital LLC | 11,986 | $746.2K | 0.27% | +300+2.6% | Added |
| Live Oak Investment Partners | – | $746.9K | 0.57% | – | – |
| Retirement Planning Group | 12,034 | $749.2K | 0.04% | +48+0.4% | Added |
| LM Advisors LLC | 12,041 | $750.0K | 0.13% | 00.0% | Unchanged |
| Adams Wealth Management | 12,072 | $751.3K | 0.14% | +2,429+25.2% | Added |
| CacheTech Inc. | 12,072 | $751.3K | 0.14% | +2,429+25.2% | Added |
| AdvisorNet Financial, Inc | 12,131 | $755.3K | 0.06% | −742−5.8% | Reduced |
| Fielder Capital Group LLC | 12,160 | $757.1K | 0.24% | +76+0.6% | Added |
| AA Financial Advisors, LLC | 12,164 | $757.3K | 0.20% | +212+1.8% | Added |
| FSB Premier Wealth Management, Inc. | 12,175 | $758.0K | 0.30% | +478+4.1% | Added |
| Cromwell Holdings LLC | 12,186 | $758.7K | 0.44% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 12,189 | $758.9K | 0.08% | +691+6.0% | Added |
| WealthTrust Axiom LLC | 12,190 | $758.9K | 0.23% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 12,185 | $759.0K | 0.06% | −93−0.8% | Reduced |
| Aries Wealth Management | 12,208 | $760.1K | 0.21% | 00.0% | Unchanged |
| Ignite Planners, LLC | 12,321 | $760.8K | 0.17% | −188−1.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,224 | $761.1K | 0.03% | −668−5.2% | Reduced |
| Enhancing Capital LLC | 12,230 | $761.4K | 0.61% | +12,230 | New |
| Register Financial Advisors LLC | 12,243 | $762.2K | 0.38% | −52−0.4% | Reduced |
| Red Door Wealth Management, LLC | 12,250 | $762.7K | 0.12% | +1,589+14.9% | Added |
| Alhambra Investment Partners LLC | 12,253 | $762.9K | 0.39% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 12,279 | $764.5K | 0.02% | +632+5.4% | Added |
| MBA Advisors LLC | 12,300 | $765.8K | 0.39% | +845+7.4% | Added |
| Seamount Financial Group Inc | 12,303 | $766.0K | 0.53% | −576−4.5% | Reduced |
| JB Capital LLC | 12,328 | $767.6K | 0.04% | −152−1.2% | Reduced |
| Stonebrook Private Inc. | 12,385 | $771.1K | 0.20% | +519+4.4% | Added |
| Cornerstone Management, Inc. | 12,400 | $772.0K | 0.15% | −10.0% | Reduced |
| Alliance Wealth Advisors, LLC | 12,435 | $774.2K | 0.20% | +146+1.2% | Added |
| Richard W. Paul & Associates, LLC | 12,442 | $774.6K | 0.28% | +259+2.1% | Added |
| Hodges Capital Management Inc. | 12,465 | $776.0K | 0.05% | −90−0.7% | Reduced |
| Marietta Investment Partners LLC | 12,482 | $777.1K | 0.17% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 12,500 | $778.3K | 0.64% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 12,511 | $779.0K | 0.19% | −2,370−15.9% | Reduced |
| Savoie Capital LLC | 12,523 | $779.7K | 0.09% | 00.0% | Unchanged |
| SFMG, LLC | 12,534 | $780.4K | 0.06% | +2,952+30.8% | Added |
| Cook Wealth Management Group LLC | 12,700 | $781.4K | 0.37% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 12,566 | $782.3K | 0.63% | +12,566 | New |
| Paladin Wealth, LLC | 12,566 | $782.4K | 0.68% | +1,861+17.4% | Added |
| Bennett Selby Investments LP | 12,578 | $783.1K | 0.31% | +273+2.2% | Added |
| Detalus Advisors, LLC | 12,615 | $785.4K | 0.26% | −84−0.7% | Reduced |