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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 3,725 | $231.9K | 0.04% | 00.0% | Unchanged |
| US Asset Management LLC | 3,721 | $232.0K | 0.21% | −43−1.1% | Reduced |
| Cobblestone Asset Management LLC | 3,729 | $232.2K | 0.15% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,733 | $232.4K | 0.12% | +13+0.3% | Added |
| Cascade Investment Group, Inc. | 3,740 | $232.9K | 0.17% | 00.0% | Unchanged |
| Iron Financial, LLC | 3,742 | $233.0K | 0.13% | +27+0.7% | Added |
| Keyvantage Wealth, LLC | 3,742 | $233.0K | 0.17% | +3,742 | New |
| Cabot Wealth Management Inc | 3,746 | $233.2K | 0.03% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,748 | $233.4K | 0.07% | −154−3.9% | Reduced |
| Willner & Heller, LLC | 3,753 | $233.7K | 0.20% | +48+1.3% | Added |
| Maripau Wealth Management LLC | 3,757 | $233.9K | 0.14% | +3,757 | New |
| Significant Wealth Partners LLC | 3,769 | $234.7K | 0.12% | +3,769 | New |
| Socha Financial Group, LLC | 3,770 | $234.7K | 0.11% | +3+0.1% | Added |
| Benin Management CORP | 3,774 | $235.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,771 | $235.0K | 0.03% | +79+2.1% | Added |
| Redwood Financial Network Corp | 3,775 | $235.0K | 0.18% | −423−10.1% | Reduced |
| Full Sail Capital, LLC | 3,776 | $235.1K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,796 | $235.6K | 0.04% | +46+1.2% | Added |
| Landing Point Financial Group, LLC | 3,443 | $236.5K | 0.18% | +3,443 | New |
| GenTrust, LLC | 3,811 | $237.3K | 0.01% | +197+5.5% | Added |
| Tucker Asset Management LLC | 3,813 | $237.4K | 0.03% | −1,037−21.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 3,819 | $237.8K | 0.06% | +23+0.6% | Added |
| Bullock Wealth Management Group | 3,832 | $238.6K | 0.14% | −1,267−24.8% | Reduced |
| Legacy Trust | 3,832 | $238.6K | 0.06% | −571−13.0% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,834 | $238.7K | 0.15% | +3,834 | New |
| Northside Capital Management, LLC | 3,835 | $238.8K | 0.06% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 3,835 | $238.8K | 0.07% | +51+1.3% | Added |
| BFSG, LLC | 3,837 | $238.9K | 0.03% | −627−14.0% | Reduced |
| Phillips Financial Management, LLC | 3,837 | $238.9K | 0.02% | +83+2.2% | Added |
| Meriwether Wealth & Planning, LLC | 3,840 | $239.1K | 0.17% | +3,840 | New |
| Pine Harbor Wealth Management, LLC | 3,843 | $239.3K | 0.10% | +47+1.2% | Added |
| Liberty Capital Management, Inc. | 3,847 | $239.5K | 0.05% | −257−6.3% | Reduced |
| Princeton Capital Management LLC | 3,847 | $239.5K | 0.07% | +100+2.7% | Added |
| Trinity Financial Advisors LLC | 3,873 | $239.5K | 0.09% | +8+0.2% | Added |
| Advyzon Investment Management, LLC | 3,849 | $239.6K | 0.09% | +3,849 | New |
| Accel Wealth Management | 3,861 | $240.4K | 0.09% | −99−2.5% | Reduced |
| CCG Wealth Management, LLC | 3,868 | $240.8K | 0.13% | +254+7.0% | Added |
| Post Resch Tallon Group Inc. | 3,896 | $240.9K | 0.23% | +3,896 | New |
| Broadway Wealth Solutions, Inc. | 3,872 | $241.1K | 0.18% | +3,872 | New |
| Compass Financial Group, INC | 3,874 | $241.3K | 0.05% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 3,875 | $241.3K | 0.02% | +3,875 | New |
| TriaGen Wealth Management LLC | 3,876 | $241.3K | 0.08% | +9+0.2% | Added |
| Intellus Advisors LLC | 3,880 | $241.6K | 0.04% | +3,880 | New |
| McIlrath & Eck, LLC | 3,885 | $241.9K | 0.03% | −98−2.5% | Reduced |
| Maven Securities LTD | 3,886 | $241.9K | 0.04% | +3,886 | New |
| Guardian Wealth Advisors, LLC | 3,897 | $242.6K | 0.16% | −48−1.2% | Reduced |
| Ewa, LLC | 3,898 | $242.7K | 0.09% | −716−15.5% | Reduced |
| Manske Wealth Management | 3,900 | $242.8K | 0.10% | +3,900 | New |
| Financial Advisors, LLC | 3,900 | $242.8K | 0.05% | +2+0.1% | Added |
| Wealthcare Capital Partners, LLC | 3,902 | $242.9K | 0.13% | +3,902 | New |
| Zevin Asset Management LLC | 3,898 | $243.0K | 0.04% | +55+1.4% | Added |
| FSM Wealth Advisors, LLC | 3,906 | $243.1K | 0.06% | −211−5.1% | Reduced |
| Vestia Personal Wealth Advisors | 3,906 | $243.2K | 0.20% | −233−5.6% | Reduced |
| RWM Asset Management, LLC | 3,911 | $243.5K | 0.04% | −74−1.9% | Reduced |
| L.K. Benson & Company, P.C. | 3,914 | $243.7K | 0.17% | +3,914 | New |
| Verus Financial Partners, Inc. | 3,993 | $243.9K | 0.03% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 3,920 | $244.1K | 0.05% | +3,920 | New |
| Vertex Planning Partners, LLC | 3,920 | $244.1K | 0.05% | +541+16.0% | Added |
| Net Worth Advisory Group | 3,922 | $244.2K | 0.07% | −578−12.8% | Reduced |
| Southland Equity Partners LLC | 3,930 | $244.7K | 0.06% | +60+1.6% | Added |
| Curran Financial Partners, LLC | 3,934 | $245.0K | 0.06% | +9+0.2% | Added |
| MKT Advisors LLC | 3,909 | $245.1K | 0.11% | −230−5.6% | Reduced |
| Seven Mile Advisory | 3,939 | $245.2K | 0.16% | −1,311−25.0% | Reduced |
| Solstein Capital, LLC | 3,953 | $246.1K | 0.14% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 3,953 | $246.1K | 0.13% | −142−3.5% | Reduced |
| Burns Matteson Capital Management, LLC | 3,964 | $246.8K | 0.14% | −75−1.9% | Reduced |
| Cambridge Financial Group, LLC | 3,968 | $247.1K | 0.11% | +3,968 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,970 | $247.2K | 0.08% | +550+16.1% | Added |
| Gemmer Asset Management LLC | 3,973 | $247.4K | 0.02% | +55+1.4% | Added |
| Monterey Private Wealth, Inc. | 3,982 | $247.9K | 0.08% | +629+18.8% | Added |
| VanWeelden Wealth Management, LLC | 3,983 | $248.0K | 0.22% | +3,983 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 3,985 | $248.1K | 0.09% | −1,011−20.2% | Reduced |
| Paragon Financial Partners, Inc. | 3,990 | $248.4K | 0.19% | −217−5.2% | Reduced |
| Aufman Associates Inc | 3,993 | $248.6K | 0.17% | −299−7.0% | Reduced |
| 626 Financial, LLC | 3,995 | $248.7K | 0.13% | +72+1.8% | Added |
| SL Advisors, LLC | 3,995 | $248.7K | 0.41% | −216−5.1% | Reduced |
| Partnership Wealth Management, LLC | 4,000 | $249.0K | 0.21% | −200−4.8% | Reduced |
| Puzo Michael J | 4,000 | $249.0K | 0.07% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $249.0K | 0.14% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,010 | $249.6K | 0.07% | +24+0.6% | Added |
| Climber Capital SA | 4,015 | $249.7K | 0.21% | +4,015 | New |
| Reston Wealth Management LLC | 4,015 | $250.0K | 0.09% | −70−1.7% | Reduced |
| Threadgill Financial, LLC | 4,019 | $250.2K | 0.13% | −443−9.9% | Reduced |
| Palumbo Wealth Management LLC | 4,027 | $250.7K | 0.09% | −38,112−90.4% | Reduced |
| SOL Capital Management CO | 4,029 | $251.0K | 0.03% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 4,039 | $251.5K | 0.05% | +108+2.7% | Added |
| First International Bank & Trust | 4,039 | $251.5K | 0.08% | −130−3.1% | Reduced |
| Blueprint Investment Partners LLC | 4,040 | $251.5K | 0.04% | −11,156−73.4% | Reduced |
| Abacus Wealth Partners, LLC | 4,040 | $251.5K | 0.04% | +4,040 | New |
| BTC Capital Management, Inc. | 4,042 | $251.7K | 0.02% | −27−0.7% | Reduced |
| Silver Coast Investments LLC | 4,044 | $251.8K | 0.10% | +208+5.4% | Added |
| Sara-Bay Financial | 4,059 | $251.8K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital Partners, LLC | 4,053 | $252.4K | 0.16% | +4,053 | New |
| Rebalance, LLC | 4,059 | $252.7K | 0.02% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 4,060 | $252.8K | 0.05% | −454−10.1% | Reduced |
| TFR Capital, LLC. | 4,063 | $253.0K | 0.13% | +4,063 | New |
| CarsonAllaria Wealth Management, Ltd. | 4,065 | $253.1K | 0.14% | −257−5.9% | Reduced |
| Ashton Thomas Securities, LLC | 3,991 | $253.5K | 0.07% | −9,142−69.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,081 | $254.1K | 0.15% | +57+1.4% | Added |
| Strategic Wealth Partners, Ltd. | 3,657 | $254.2K | 0.02% | −322−8.1% | Reduced |