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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 12,638 | $786.8K | 0.06% | +72+0.6% | Added |
| Mission Creek Capital Partners, Inc. | 12,648 | $787.5K | 0.17% | −1,674−11.7% | Reduced |
| Alta Advisers Ltd | 12,660 | $788.2K | 0.50% | +2,025+19.0% | Added |
| SkyView Investment Advisors, LLC | 12,673 | $789.0K | 0.13% | +12,673 | New |
| Lester Murray Antman dba SimplyRich | 12,720 | $791.0K | 0.23% | −16−0.1% | Reduced |
| Midland Wealth Advisors LLC | 12,724 | $792.2K | 0.05% | −100−0.8% | Reduced |
| First National Bank & Trust Co of Newtown | 12,744 | $793.4K | 0.17% | −454−3.4% | Reduced |
| Diversified Enterprises, LLC | 12,755 | $794.2K | 0.08% | +202+1.6% | Added |
| Bradyco, Inc. | 12,365 | $794.7K | 0.49% | +12,365 | New |
| Delta Financial Advisors LLC | 12,788 | $796.2K | 0.30% | +64+0.5% | Added |
| Letson Investment Management, Inc. | 12,793 | $796.5K | 0.32% | 00.0% | Unchanged |
| Univest Financial Corp | 12,810 | $797.5K | 0.05% | −1,601−11.1% | Reduced |
| Stone Point Wealth LLC | 12,810 | $797.6K | 0.27% | −1,300−9.2% | Reduced |
| First Financial Bank - Trust Division | 12,838 | $799.3K | 0.07% | +351+2.8% | Added |
| SkyOak Wealth, LLC | 12,888 | $802.4K | 0.17% | −98−0.8% | Reduced |
| Accredited Wealth Management, LLC | 12,889 | $802.5K | 0.70% | +12,889 | New |
| St. Louis Trust Co | 12,929 | $805.0K | 0.12% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 12,923 | $805.0K | 0.78% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 12,951 | $806.3K | 0.24% | +1,340+11.5% | Added |
| Wealth Alliance Advisory Group, LLC | 13,013 | $810.2K | 0.17% | −1,031−7.3% | Reduced |
| Wexford Capital LP | 13,047 | $812.3K | 0.21% | −1,073−7.6% | Reduced |
| Plancorp, LLC | 13,048 | $812.4K | 0.03% | +1,140+9.6% | Added |
| NFC Investments, LLC | 13,064 | $813.0K | 0.22% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 13,067 | $813.6K | 0.19% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 13,076 | $814.1K | 0.38% | −32−0.2% | Reduced |
| Advocate Group LLC | 13,109 | $816.2K | 0.15% | 00.0% | Unchanged |
| Robbins Farley LLC | 13,114 | $816.5K | 0.40% | +402+3.2% | Added |
| Ballast, Inc. | 13,117 | $816.7K | 0.23% | −250−1.9% | Reduced |
| Ransom Advisory, Ltd | 13,123 | $817.0K | 0.38% | +1,000+8.2% | Added |
| SRS Capital Advisors, Inc. | 13,154 | $819.1K | 0.05% | +9,039+219.7% | Added |
| Charter Research & Investment Group, Inc. | 13,174 | $820.2K | 0.62% | 00.0% | Unchanged |
| Park Place Capital Corp | 13,182 | $820.7K | 0.23% | −1,947−12.9% | Reduced |
| TigerOak Management, L.L.C. | 13,193 | $821.4K | 0.30% | +13,193 | New |
| Central Bank & Trust Co | 13,202 | $822.0K | 0.12% | −50−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 13,230 | $823.7K | 0.16% | −451−3.3% | Reduced |
| ACT Advisors, LLC. | 13,259 | $825.5K | 0.44% | −63−0.5% | Reduced |
| New Hampshire Trust | 13,283 | $827.0K | 0.17% | −178−1.3% | Reduced |
| Monetary Management Group Inc | 13,285 | $827.1K | 0.21% | −40−0.3% | Reduced |
| Premier Path Wealth Partners, LLC | 13,300 | $828.1K | 0.13% | +652+5.2% | Added |
| Peak Asset Management, LLC | 13,313 | $828.9K | 0.15% | −1,594−10.7% | Reduced |
| Atlantic Trust, LLC | 13,321 | $829.4K | 0.18% | +41+0.3% | Added |
| Johnson Financial Group, Inc. | 13,103 | $831.8K | 0.04% | +5,533+73.1% | Added |
| Peoples Bank | 13,363 | $832.0K | 0.58% | −32−0.2% | Reduced |
| Invictus Private Wealth, LLC | 13,364 | $832.0K | 0.06% | −409−3.0% | Reduced |
| United Advisor Group, LLC | 13,366 | $832.1K | 0.16% | +3,717+38.5% | Added |
| JNBA Financial Advisors | 13,367 | $832.2K | 0.08% | −119−0.9% | Reduced |
| Longfellow Investment Management Co LLC | 13,377 | $832.9K | 0.21% | −857−6.0% | Reduced |
| Hamilton Point Investment Advisors, LLC | 13,382 | $833.2K | 0.15% | −547−3.9% | Reduced |
| Eagle Strategies LLC | 13,395 | $834.0K | 0.14% | +230+1.7% | Added |
| Legacy Private Trust Co. | 13,417 | $835.3K | 0.05% | −141−1.0% | Reduced |
| Bellecapital International Ltd. | 13,421 | $835.6K | 0.15% | +921+7.4% | Added |
| Saybrook Capital | 13,440 | $836.8K | 0.22% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 13,500 | $840.5K | 0.19% | −4,000−22.9% | Reduced |
| Cypress Point Wealth Management, LLC | 13,511 | $841.2K | 0.26% | −623−4.4% | Reduced |
| Intrua Financial, LLC | 13,513 | $841.3K | 0.14% | −3,555−20.8% | Reduced |
| HBW Advisory Services LLC | 13,520 | $841.8K | 0.12% | +1,676+14.2% | Added |
| Newman Dignan & Sheerar, Inc. | 13,554 | $843.9K | 0.22% | +20.0% | Added |
| L2 Asset Management, LLC | 13,564 | $844.5K | 0.18% | −3,401−20.0% | Reduced |
| Accurate Wealth Management, LLC | 13,829 | $844.6K | 0.16% | +1,533+12.5% | Added |
| Pioneer Trust Bank N A | 13,567 | $844.7K | 0.21% | +687+5.3% | Added |
| First Financial Corp | 13,588 | $846.0K | 0.39% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 13,641 | $846.3K | 0.12% | +13,641 | New |
| Sound Financial Strategies Group, LLC | 13,620 | $848.0K | 0.71% | +1,811+15.3% | Added |
| Townsend & Associates, Inc | 13,605 | $849.2K | 0.09% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 13,659 | $850.4K | 0.09% | +106+0.8% | Added |
| Quent Capital, LLC | 13,666 | $850.9K | 0.09% | +3,076+29.0% | Added |
| Northwest Bank & Trust Co | 13,283 | $851.1K | 0.63% | +19+0.1% | Added |
| Sunbeam Capital Management, LLC | 13,692 | $852.5K | 0.79% | +13,692 | New |
| YHB Investment Advisors, Inc. | 13,699 | $852.9K | 0.07% | −37−0.3% | Reduced |
| Stableford Capital II LLC | 13,714 | $853.8K | 0.34% | −223−1.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 13,721 | $854.0K | 0.69% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 13,719 | $854.1K | 0.26% | −510−3.6% | Reduced |
| Tradewinds, LLC. | 12,765 | $854.7K | 0.24% | +10.0% | Added |
| Taylor Hoffman Capital Management LLC | 13,728 | $854.7K | 0.31% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 13,729 | $854.8K | 0.66% | +186+1.4% | Added |
| Weinberger Asset Management, Inc | 13,763 | $856.9K | 0.36% | −70−0.5% | Reduced |
| Prudent Man Advisors, LLC | 12,638 | $857.1K | 0.31% | −1,144−8.3% | Reduced |
| Mainsail Financial Group, LLC | 13,770 | $857.3K | 0.50% | +286+2.1% | Added |
| Allegheny Financial Group LTD | 13,777 | $857.8K | 0.22% | +294+2.2% | Added |
| Gilbert & Cook, Inc. | 13,780 | $857.9K | 0.12% | −136−1.0% | Reduced |
| Lion Street Advisors, LLC | 13,808 | $859.6K | 0.27% | +187+1.4% | Added |
| Guardian Wealth Advisors, LLC | 13,822 | $860.6K | 0.07% | +540+4.1% | Added |
| Ullmann Financial Group, Inc. | 13,825 | $860.7K | 0.11% | +16+0.1% | Added |
| LCNB Corp | 13,829 | $861.0K | 0.31% | −164−1.2% | Reduced |
| Hirtle Callaghan & Co LLC | 13,833 | $861.2K | 0.04% | +367+2.7% | Added |
| Camden Capital, LLC | 13,841 | $861.8K | 0.09% | −3,924−22.1% | Reduced |
| Carret Asset Management, LLC | 13,860 | $862.9K | 0.09% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 13,871 | $863.6K | 0.37% | 00.0% | Unchanged |
| Doliver Advisors, LP | 13,876 | $863.9K | 0.24% | +132+1.0% | Added |
| Lathrop Investment Management Corp | 13,878 | $864.0K | 0.16% | −1,375−9.0% | Reduced |
| Wiser Advisor Group LLC | 13,889 | $864.7K | 1.26% | +377+2.8% | Added |
| Johnson & White Wealth Management, LLC | 13,997 | $866.0K | 0.52% | +13,997 | New |
| Blue Edge Capital, LLC | 13,939 | $867.8K | 0.14% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 13,939 | $867.8K | 0.16% | +310+2.3% | Added |
| Cidel Asset Management Inc | 13,949 | $868.5K | 0.06% | +201+1.5% | Added |
| Aristotle Atlantic Partners, LLC | 14,000 | $871.6K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 14,009 | $872.2K | 0.52% | +227+1.6% | Added |
| Childress Capital Advisors, LLC | 14,011 | $872.3K | 0.24% | −524−3.6% | Reduced |
| Accredited Investors Inc. | 14,015 | $872.6K | 0.05% | +122+0.9% | Added |
| American Financial Advisors, LLC | 14,018 | $872.8K | 0.12% | +48+0.3% | Added |