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 | 3,584 | $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 |
|---|---|---|---|---|---|
| Northeast Financial Group, Inc. | 3,289 | $204.8K | 0.08% | 00.0% | Unchanged |
| SMART Wealth LLC | 3,291 | $204.9K | 0.07% | +22+0.7% | Added |
| Lantern Wealth Advisors, LLC | 3,300 | $205.5K | 0.13% | +3,300 | New |
| Altus Wealth Group LLC | 3,302 | $205.6K | 0.09% | +411+14.2% | Added |
| Birchbrook, Inc. | 3,310 | $206.1K | 0.12% | −62−1.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,315 | $206.4K | 0.02% | −73−2.2% | Reduced |
| Members Capital Advisors Inc | 3,319 | $206.6K | 0.19% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,320 | $206.7K | 0.05% | −303−8.4% | Reduced |
| PYA Waltman Capital, LLC | 3,320 | $206.7K | 0.07% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $207.0K | 0.01% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,328 | $207.2K | 0.04% | −1,895−36.3% | Reduced |
| OmniStar Financial Group, Inc. | 3,333 | $207.5K | 0.17% | −2,069−38.3% | Reduced |
| WealthBridge Capital Management, LLC | 3,347 | $208.4K | 0.06% | +37+1.1% | Added |
| Avantra Family Wealth, Inc. | 3,361 | $209.3K | 0.20% | +3,361 | New |
| Canton Hathaway, LLC | 3,370 | $210.0K | 0.05% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 3,376 | $210.2K | 0.10% | +186+5.8% | Added |
| ORG Partners LLC | 3,372 | $210.2K | 0.03% | −67−1.9% | Reduced |
| Strategic Point Investment Advisors, LLC | 3,380 | $210.4K | 0.03% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 3,384 | $210.7K | 0.11% | +474+16.3% | Added |
| William Mack & Associates, Inc. | 3,385 | $210.7K | 0.22% | +3,385 | New |
| BXM Wealth LLC | 3,388 | $210.9K | 0.30% | +3,388 | New |
| TLWM | 3,388 | $210.9K | 0.04% | 00.0% | Unchanged |
| Castleark Management LLC | 3,397 | $211.5K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 3,400 | $211.7K | 0.12% | +3,400 | New |
| Eldridge Investment Advisors, Inc. | 3,400 | $212.0K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,406 | $212.1K | 0.03% | −367−9.7% | Reduced |
| Cynosure Management, LLC | 3,407 | $212.1K | 0.03% | −1,650−32.6% | Reduced |
| Mascagni Wealth Management, Inc. | 2,962 | $212.1K | 0.21% | +2,962 | New |
| Wedgewood Investors Inc | 3,408 | $212.2K | 0.25% | 00.0% | Unchanged |
| Hemington Wealth Management | 3,435 | $213.0K | 0.05% | +150+4.6% | Added |
| Mendel Capital Management LLC | 3,421 | $213.0K | 0.13% | +16+0.5% | Added |
| Total Clarity Wealth Management, Inc. | 3,423 | $213.1K | 0.07% | −2−0.1% | Reduced |
| Sherman Asset Management, Inc. | 3,431 | $213.6K | 0.20% | +3,431 | New |
| Golden State Wealth Management, LLC | 3,434 | $213.8K | 0.03% | +3,434 | New |
| Long Run Wealth Advisors, LLC | 3,436 | $213.9K | 0.05% | −170−4.7% | Reduced |
| Buckley Wealth Management, LLC | 3,440 | $214.2K | 0.07% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,443 | $214.4K | 0.07% | +65+1.9% | Added |
| Navis Wealth Advisors, LLC | 3,448 | $214.7K | 0.23% | −119−3.3% | Reduced |
| Chelsea Counsel Co | 3,450 | $214.8K | 0.11% | 00.0% | Unchanged |
| Security National Bank | 3,450 | $214.8K | 0.03% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 3,457 | $215.3K | 0.17% | +3,457 | New |
| Cornerstone Enterprises, LLC | 3,464 | $215.7K | 0.13% | −39,911−92.0% | Reduced |
| Richardson Financial Services Inc. | 3,478 | $215.7K | 0.15% | +74+2.2% | Added |
| MeadowBrook Investment Advisors LLC | 3,469 | $216.0K | 0.19% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 3,544 | $216.0K | 0.08% | +3,544 | New |
| OneAscent Family Office, LLC | 3,465 | $216.0K | 0.39% | +3,465 | New |
| Vantage Financial Partners, LLC | 3,471 | $216.1K | 0.05% | −2−0.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,472 | $216.1K | 0.13% | +22+0.6% | Added |
| Hobbs Wealth Management, LLC | 3,481 | $216.7K | 0.25% | +3,481 | New |
| Power Wealth Management LLC | 3,483 | $216.9K | 0.09% | −89−2.5% | Reduced |
| Concorde Asset Management, LLC | 3,485 | $217.0K | 0.11% | +12+0.3% | Added |
| BOS Asset Management, LLC | 3,486 | $217.0K | 0.08% | +323+10.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,494 | $217.5K | 0.12% | −792−18.5% | Reduced |
| New Wave Wealth Advisors LLC | 3,497 | $217.7K | 0.09% | −60−1.7% | Reduced |
| Strategic Financial Concepts, LLC | 3,511 | $218.6K | 0.04% | +3,511 | New |
| Warwick Investment Management, Inc. | 3,514 | $218.8K | 0.05% | −73−2.0% | Reduced |
| One Wealth Capital Management, LLC | 3,517 | $219.0K | 0.11% | +3,517 | New |
| Northwest Financial Advisors | 3,527 | $219.6K | 0.18% | +112+3.3% | Added |
| CM Wealth Advisors LLC | 3,531 | $219.8K | 0.07% | 00.0% | Unchanged |
| DMG Group, LLC | 3,533 | $220.0K | 0.18% | −677−16.1% | Reduced |
| Greenwich Wealth Management LLC | 3,537 | $220.0K | 0.02% | −220−5.9% | Reduced |
| Horizon Wealth Management, LLC | 3,535 | $220.1K | 0.04% | +39+1.1% | Added |
| Breakwater Investment Management | 3,536 | $220.2K | 0.09% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,539 | $220.3K | 0.08% | −89−2.5% | Reduced |
| Keystone Wealth Services, LLC | 3,540 | $220.4K | 0.06% | −414−10.5% | Reduced |
| Carolinas Wealth Consulting LLC | 3,548 | $220.9K | 0.04% | +3+0.1% | Added |
| Main Street Research LLC | 3,556 | $221.4K | 0.01% | +67+1.9% | Added |
| Wambolt & Associates, LLC | 3,556 | $221.4K | 0.07% | −1,231−25.7% | Reduced |
| Disciplined Investments, LLC | 3,563 | $221.9K | 0.11% | +16+0.5% | Added |
| Tobias Financial Advisors, Inc. | 3,564 | $221.9K | 0.04% | +3,564 | New |
| NCP Inc. | 3,571 | $222.3K | 0.11% | 00.0% | Unchanged |
| M1 Capital Management LLC | 3,587 | $223.3K | 0.12% | +3,587 | New |
| E&G Advisors, LP | 3,604 | $224.1K | 0.06% | 00.0% | Unchanged |
| IFG Advisors, LLC | 3,602 | $224.3K | 0.04% | −6,190−63.2% | Reduced |
| Warner Financial, Inc | 3,613 | $225.0K | 0.10% | +3,613 | New |
| Wells Trecaso Financial Group, LLC | 3,616 | $225.2K | 0.07% | +164+4.8% | Added |
| Sargent Investment Group, LLC | 3,658 | $225.5K | 0.04% | +243+7.1% | Added |
| PFS Partners, LLC | 3,631 | $226.1K | 0.12% | +10.0% | Added |
| Scissortail Wealth Management, LLC | 3,632 | $226.2K | 0.06% | +3,614+20,077.8% | Added |
| Perfromance Wealth Partners, LLC | 3,639 | $226.6K | 0.01% | +3,639 | New |
| Capital Insight Partners, LLC | 3,643 | $226.8K | 0.04% | −180−4.7% | Reduced |
| CMG Global Holdings, LLC | 3,674 | $227.0K | 0.13% | −15−0.4% | Reduced |
| Phillips Wealth Planners LLC | 3,717 | $227.0K | 0.23% | +315+9.3% | Added |
| Fca Corp | 3,647 | $227.1K | 0.07% | −158−4.2% | Reduced |
| Menard Financial Group LLC | 3,654 | $227.5K | 0.14% | −65−1.7% | Reduced |
| Claris Advisors, LLC | 3,657 | $227.7K | 0.09% | +88+2.5% | Added |
| IAM Advisory, LLC | 3,661 | $227.9K | 0.06% | −7−0.2% | Reduced |
| Cumberland Advisors Inc | 3,661 | $227.9K | 0.09% | 00.0% | Unchanged |
| Family Management Corp | 3,661 | $227.9K | 0.04% | +3,661 | New |
| WPG Advisers, LLC | 3,666 | $228.2K | 0.21% | +3,666 | New |
| Horan Capital Advisors, LLC. | 3,667 | $228.3K | 0.08% | −1,450−28.3% | Reduced |
| Mascoma Wealth Management LLC | 3,671 | $228.6K | 0.06% | −562−13.3% | Reduced |
| White Pine Capital LLC | 3,685 | $229.4K | 0.08% | +5+0.1% | Added |
| Swisher Financial Concepts, Inc. | 3,692 | $229.9K | 0.27% | −206−5.3% | Reduced |
| XY Planning Network, Inc. | 3,698 | $230.2K | 0.17% | +3,698 | New |
| Frederick Financial Consultants, LLC | 3,699 | $230.3K | 0.18% | +3,699 | New |
| Nova R Wealth, Inc. | 3,700 | $230.4K | 0.12% | +25+0.7% | Added |
| Dodds Wealth, LLC | 3,740 | $231.0K | 0.07% | +10.0% | Added |
| Carr Financial Group Corp | 3,711 | $231.0K | 0.07% | +8+0.2% | Added |
| Cascade Investment Advisors, Inc. | 3,720 | $231.6K | 0.15% | 00.0% | Unchanged |