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
- 3,289
- +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
- 1,241 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Vista Private Wealth Partners. LLC | 577 | $35.9K | 0.01% | −209−26.6% | Reduced |
| SIMA Wealth Partners, LLC | 585 | $36.4K | 0.03% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 613 | $37.4K | 0.03% | +613 | New |
| Your Advocates Ltd., LLP | 602 | $37.5K | 0.01% | +4+0.7% | Added |
| MidAtlantic Capital Management, Inc. | 604 | $37.6K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 611 | $38.0K | 0.04% | +611 | New |
| Hoey Investments, Inc | 613 | $38.2K | 0.01% | +181+41.9% | Added |
| Creekmur Asset Management LLC | 629 | $39.1K | 0.01% | +14+2.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 640 | $39.8K | 0.01% | +640 | New |
| Financial Connections Group, Inc. | 656 | $40.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 663 | $41.3K | 0.00% | −4−0.6% | Reduced |
| Activest Wealth Management | 665 | $41.4K | 0.01% | −61−8.4% | Reduced |
| ORG Wealth Partners, LLC | 685 | $42.7K | 0.01% | −115−14.4% | Reduced |
| Hara Capital LLC | 691 | $43.0K | 0.03% | +210+43.7% | Added |
| Vermillion Wealth Management, Inc. | 692 | $43.1K | 0.02% | +692 | New |
| Sugar Maple Asset Management, LLC | 696 | $43.3K | 0.03% | +696 | New |
| DHJJ Financial Advisors, Ltd. | 700 | $43.6K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 700 | $43.6K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 703 | $43.8K | 0.02% | +227+47.7% | Added |
| Dogwood Wealth Management LLC | 710 | $44.2K | 0.02% | +9+1.3% | Added |
| Tidemark, LLC | 718 | $44.7K | 0.02% | −198−21.6% | Reduced |
| Putney Financial Group LLC | 755 | $47.0K | 0.04% | +755 | New |
| Riggs Asset Managment Co. Inc. | 760 | $47.1K | 0.01% | −4−0.5% | Reduced |
| Hillsdale Investment Management Inc. | 794 | $49.4K | 0.00% | +240+43.3% | Added |
| Mechanics Financial Corp | 800 | $49.8K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 808 | $50.0K | 0.01% | +1+0.1% | Added |
| NVWM, LLC | 804 | $50.1K | 0.01% | −15−1.8% | Reduced |
| FSC Wealth Advisors, LLC | 823 | $51.2K | 0.03% | −1,009−55.1% | Reduced |
| Costello Asset Management, INC | 841 | $52.4K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 893 | $55.6K | 0.01% | +93+11.6% | Added |
| AlphaMark Advisors, LLC | 905 | $56.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 906 | $56.4K | 0.03% | −4−0.4% | Reduced |
| High Note Wealth, LLC | 924 | $57.5K | 0.01% | +924 | New |
| 1620 Investment Advisors, Inc. | 924 | $57.5K | 0.04% | +40+4.5% | Added |
| HighMark Wealth Management LLC | 947 | $59.0K | 0.03% | +11+1.2% | Added |
| Clear Investment Research, LLC | 949 | $59.1K | 0.08% | +63+7.1% | Added |
| Sierra Ocean, LLC | 954 | $59.4K | 0.05% | +954 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 955 | $59.5K | 0.12% | +382+66.7% | Added |
| Vega Investment Solutions | 970 | $60.4K | 0.05% | +970 | New |
| Kennebec Savings Bank | 993 | $61.2K | 0.06% | −398−28.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 986 | $61.4K | 0.01% | +79+8.7% | Added |
| Tanglewood Legacy Advisors, LLC | 994 | $61.9K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $62.3K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 1,000 | $62.3K | 0.03% | 00.0% | Unchanged |
| Fairway Wealth LLC | 1,000 | $62.3K | 0.03% | +1,000 | New |
| Roble, Belko & Company, Inc | 1,010 | $63.0K | 0.01% | +1,000+10,000.0% | Added |
| Fairfield Financial Advisors, LTD | 1,019 | $63.5K | 0.02% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,042 | $64.9K | 0.04% | +1,042 | New |
| Western Pacific Wealth Management, LP | 1,081 | $67.3K | 0.05% | +85+8.5% | Added |
| Fedenia Advisers LLC | 1,085 | $67.6K | 0.04% | +1,085 | New |
| Chesapeake Asset Management LLC | 1,092 | $68.0K | 0.06% | +7+0.6% | Added |
| American Capital Advisory, LLC | 1,097 | $68.3K | 0.04% | +1+0.1% | Added |
| Hollencrest Capital Management | 1,123 | $69.9K | 0.00% | −79−6.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,140 | $71.0K | 0.07% | +1,140 | New |
| Global Wealth Strategies & Associates | 1,143 | $71.1K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,151 | $71.7K | 0.02% | +15+1.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,171 | $72.9K | 0.05% | +3+0.3% | Added |
| Rialto Wealth Management, LLC | 1,176 | $73.2K | 0.02% | +1,176 | New |
| West Financial Advisors, LLC | 1,179 | $73.4K | 0.01% | +1,065+934.2% | Added |
| Wintrust Investments LLC | 1,188 | $74.0K | 0.07% | −241−16.9% | Reduced |
| Studio Investment Management LLC | 1,191 | $74.2K | 0.02% | −19−1.6% | Reduced |
| Future Financial Wealth Managment LLC | 1,202 | $74.8K | 0.05% | −791−39.7% | Reduced |
| Sawyer & Company, Inc | 1,209 | $75.0K | 0.03% | +460+61.4% | Added |
| Financial Freedom, LLC | 1,208 | $75.2K | 0.04% | +16+1.3% | Added |
| Redwood Park Advisors LLC | 1,209 | $75.3K | 0.06% | +1,209 | New |
| Guardian Wealth Management, Inc. | 1,209 | $75.3K | 0.05% | +8+0.7% | Added |
| Provenance Wealth Advisors, LLC | 1,212 | $75.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,212 | $75.5K | 0.01% | +805+197.8% | Added |
| Greenline Partners, LLC | 1,246 | $77.6K | 0.01% | +1,246 | New |
| Fairman Group, LLC | 1,257 | $78.3K | 0.06% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,261 | $78.5K | 0.00% | +32+2.6% | Added |
| Byrne Asset Management LLC | – | $78.8K | 0.06% | – | – |
| Stuart Chaussee & Associates, Inc. | 1,270 | $79.1K | 0.02% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,272 | $79.2K | 0.05% | +18+1.4% | Added |
| PSI Advisors, LLC | 1,273 | $79.2K | 0.02% | −82−6.1% | Reduced |
| Millstone Evans Group, LLC | 1,294 | $80.6K | 0.05% | +1,294 | New |
| Islay Capital Management, LLC | 1,300 | $80.9K | 0.06% | −565−30.3% | Reduced |
| Abound Wealth Management | 1,304 | $81.2K | 0.03% | +307+30.8% | Added |
| Capula Management Ltd | 1,335 | $83.1K | 0.00% | +1,335 | New |
| Westchester Capital Management, Inc. | 1,346 | $83.8K | 0.02% | −269−16.7% | Reduced |
| Investment Management Corp | 1,439 | $89.6K | 0.08% | +1,439 | New |
| Conquis Financial LLC | 1,445 | $90.0K | 0.09% | +1,445 | New |
| Bank of Jackson Hole Trust | 1,462 | $91.0K | 0.06% | +1,462 | New |
| Arlington Trust Co LLC | 1,482 | $92.3K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,496 | $93.1K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,499 | $93.3K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,500 | $93.4K | 0.08% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,500 | $93.4K | 0.21% | +1,500 | New |
| Coastline Trust Co | 1,521 | $94.7K | 0.01% | −2,020−57.0% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,521 | $94.7K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,522 | $94.8K | 0.03% | −1,350−47.0% | Reduced |
| MPWM Advisory Solutions, LLC | 1,547 | $96.3K | 0.07% | +1,547 | New |
| Richardson Capital Management LLC | 1,550 | $96.5K | 0.06% | +900+138.5% | Added |
| Whipplewood Advisors, LLC | 1,553 | $96.7K | 0.05% | +1,553 | New |
| VisionPoint Advisory Group, LLC | 1,566 | $96.8K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,592 | $99.1K | 0.04% | +1,592 | New |
| Reyes Financial Architecture, Inc. | 1,600 | $99.6K | 0.08% | +1,600 | New |
| Lipe & Dalton | 1,600 | $100.0K | 0.05% | −200−11.1% | Reduced |
| Avion Wealth | 1,631 | $101.0K | 0.03% | +173+11.9% | Added |
| Cyrus J. Lawrence, LLC | 1,626 | $101.0K | 0.02% | +245+17.7% | Added |