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 |
|---|---|---|---|---|---|
| Financial Life Planners | 1,651 | $102.8K | 0.09% | +1,651 | New |
| TruNorth Capital Management, LLC | 1,658 | $103.2K | 0.03% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,702 | $106.0K | 0.02% | −61−3.5% | Reduced |
| Synergy Investment Management, LLC | 1,708 | $106.3K | 0.05% | +1,708 | New |
| POM Investment Strategies, LLC | 1,709 | $106.4K | 0.08% | −122−6.7% | Reduced |
| Ameliora Wealth Management Ltd. | 1,720 | $107.1K | 0.04% | +1,720 | New |
| Riverview Trust Co | 1,725 | $107.4K | 0.10% | −17−1.0% | Reduced |
| Advantage Trust Co | 1,725 | $107.4K | 0.06% | 00.0% | Unchanged |
| First Pacific Financial | 1,733 | $107.9K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,789 | $111.4K | 0.02% | −791−30.7% | Reduced |
| Minot DeBlois Advisors LLC | 1,800 | $112.1K | 0.10% | +1,800 | New |
| Financial Perspectives, Inc | 1,813 | $112.9K | 0.04% | +371+25.7% | Added |
| Hager Investment Management Services, LLC | 1,822 | $113.5K | 0.07% | +1,822 | New |
| Decker Retirement Planning Inc. | 1,830 | $113.9K | 0.07% | +1,830 | New |
| Sava Infond d.o.o. | 1,850 | $115.2K | 0.02% | +1,850 | New |
| Oliver Lagore Vanvalin Investment Group | 1,853 | $115.4K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,858 | $115.7K | 0.03% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,884 | $117.3K | 0.04% | −217−10.3% | Reduced |
| Cornerstone Planning Group LLC | 1,846 | $117.9K | 0.03% | +26+1.4% | Added |
| Wingate Wealth Advisors, Inc. | 1,905 | $118.6K | 0.12% | +1,905 | New |
| Aventura Private Wealth, LLC | 1,933 | $120.3K | 0.06% | +1,933 | New |
| Modus Advisors, LLC | 1,978 | $123.2K | 0.04% | +1,978 | New |
| Knott David M Jr | 2,000 | $124.5K | 0.05% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2,013 | $125.3K | 0.05% | 00.0% | Unchanged |
| Belmont Capital, LLC | 2,014 | $125.4K | 0.02% | −32−1.6% | Reduced |
| Fiduciary Advisors, Inc. | 2,029 | $126.3K | 0.13% | +2,029 | New |
| PFG Private Wealth Management, LLC | 2,038 | $126.9K | 0.07% | +24+1.2% | Added |
| Intelligent Financial Strategies | 2,133 | $132.8K | 0.07% | +5+0.2% | Added |
| Luken Investment Analytics, LLC | 2,150 | $133.9K | 0.06% | +350+19.4% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,162 | $134.7K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 2,175 | $135.4K | 0.09% | −140−6.0% | Reduced |
| First Community Trust NA | 2,246 | $139.8K | 0.10% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 2,258 | $140.6K | 0.11% | +2,258 | New |
| HBC Financial Services, PLLC | 2,286 | $141.0K | 0.09% | +2+0.1% | Added |
| Paloma Partners Management Co | 2,291 | $142.6K | 0.01% | −15,640−87.2% | Reduced |
| R Squared Ltd | 2,310 | $143.8K | 0.14% | +2,310 | New |
| Transcendent Capital Group LLC | 2,336 | $145.4K | 0.08% | −10,558−81.9% | Reduced |
| Oarsman Capital, Inc. | 2,351 | $146.4K | 0.03% | −299−11.3% | Reduced |
| Pacifica Partners Inc. | 2,368 | $146.5K | 0.06% | −10.0% | Reduced |
| Marshall Investment Management, LLC | 2,059 | $148.0K | 0.09% | +2,059 | New |
| TSFG, LLC | 2,381 | $148.0K | 0.03% | −1,017−29.9% | Reduced |
| Centerpoint Advisors, LLC | 2,384 | $148.0K | 0.05% | +10+0.4% | Added |
| Bellwether Advisors, LLC | 2,409 | $150.0K | 0.03% | +2,409 | New |
| MB, Levis & Associates, LLC | 2,411 | $150.1K | 0.08% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,418 | $150.6K | 0.01% | +9+0.4% | Added |
| Stelac Advisory Services LLC | 2,439 | $152.6K | 0.06% | 00.0% | Unchanged |
| Compass Financial Services Inc | 2,464 | $153.4K | 0.09% | +2,464 | New |
| Trifecta Capital Advisors, LLC | 2,481 | $154.5K | 0.03% | +70+2.9% | Added |
| IMG Wealth Management, Inc. | 2,544 | $158.4K | 0.15% | +2,544 | New |
| Fourth Dimension Wealth, LLC | 2,568 | $159.9K | 0.08% | +2,568 | New |
| UMA Financial Services, Inc. | 2,570 | $160.0K | 0.03% | −423−14.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,600 | $161.9K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,627 | $163.6K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 2,666 | $166.0K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,677 | $166.7K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,714 | $168.6K | 0.02% | +20+0.7% | Added |
| Piscataqua Savings Bank | 2,708 | $168.6K | 0.14% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,745 | $170.8K | 0.06% | +288+11.7% | Added |
| Wellspring Financial Advisors, LLC | 10,835 | $171.1K | 0.02% | +479+4.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,783 | $173.0K | 0.13% | −6,178−68.9% | Reduced |
| Barrett & Company, Inc. | 2,781 | $173.1K | 0.07% | +10.0% | Added |
| South Plains Financial, Inc. | 2,783 | $173.3K | 0.13% | +2,783 | New |
| Sanctuary Wealth Management, L.L.C. | 2,796 | $174.1K | 0.12% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,826 | $176.0K | 0.03% | +260+10.1% | Added |
| Investment Research & Advisory Group, Inc. | 2,848 | $177.3K | 0.07% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,858 | $177.9K | 0.04% | +308+12.1% | Added |
| SJS Investment Consulting Inc. | 2,891 | $180.0K | 0.03% | −190−6.2% | Reduced |
| Avalon Trust Co | 2,926 | $182.1K | 0.01% | −1,833−38.5% | Reduced |
| YANKCOM Partnership | 2,975 | $185.2K | 0.10% | +2,975 | New |
| Fortitude Family Office, LLC | 2,976 | $185.3K | 0.07% | −19−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,007 | $187.2K | 0.12% | −117,509−97.5% | Reduced |
| Tortoise Investment Management, LLC | 3,016 | $187.8K | 0.02% | +218+7.8% | Added |
| Acima Private Wealth, LLC | 3,045 | $189.6K | 0.06% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,088 | $192.3K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,092 | $192.6K | 0.10% | +18+0.6% | Added |
| LFA - Lugano Financial Advisors SA | 3,100 | $193.0K | 0.13% | +300+10.7% | Added |
| Covestor Ltd | 3,161 | $197.0K | 0.12% | −399−11.2% | Reduced |
| Centennial Bank | 3,168 | $197.2K | 0.09% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,210 | $200.0K | 0.00% | −2,857−47.1% | Reduced |
| Sterling Manor Financial, LLC | 3,213 | $200.0K | 0.14% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 3,216 | $200.2K | 0.02% | +3,216 | New |
| Community Financial Services Group, LLC | 3,220 | $200.5K | 0.04% | −954−22.9% | Reduced |
| Investment Planning Advisors, Inc. | 3,231 | $201.2K | 0.09% | +7+0.2% | Added |
| Corbyn Investment Management Inc | 3,232 | $201.2K | 0.07% | −31−1.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 3,232 | $201.2K | 0.04% | +3,232 | New |
| Heritage Oak Wealth Advisors LLC | 3,234 | $201.3K | 0.09% | −323−9.1% | Reduced |
| Vigilare Wealth Management | 3,234 | $201.4K | 0.08% | +4+0.1% | Added |
| Ellevest, Inc. | 3,235 | $201.4K | 0.01% | +3+0.1% | Added |
| Evanson Asset Management, LLC | 3,235 | $201.4K | 0.01% | −182−5.3% | Reduced |
| Fortune Financial Advisors, LLC | 3,240 | $201.7K | 0.18% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,240 | $201.7K | 0.12% | +3,240 | New |
| FLC Capital Advisors | 3,245 | $202.1K | 0.05% | −400−11.0% | Reduced |
| Van Strum & Towne Inc. | 3,246 | $202.1K | 0.07% | 00.0% | Unchanged |
| Apriem Advisors | 3,248 | $202.2K | 0.02% | +348+12.0% | Added |
| Heck Capital Advisors, LLC | 3,259 | $202.9K | 0.02% | −8−0.2% | Reduced |
| Waller Financial Planning Group, Inc | 3,260 | $203.0K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,277 | $204.0K | 0.10% | −413−11.2% | Reduced |
| Grantvest Financial Group LLC | 3,279 | $204.2K | 0.23% | +3,279 | New |
| Newport Capital Group, LLC | 3,283 | $204.4K | 0.15% | −59−1.8% | Reduced |
| Ipsen Advisor Group LLC | 3,288 | $204.7K | 0.17% | +3,288 | New |