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 |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 4,084 | $254.3K | 0.05% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 4,090 | $254.6K | 0.22% | +4,090 | New |
| Harbor Group, Inc. | 4,091 | $254.7K | 0.06% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $255.3K | 0.16% | 00.0% | Unchanged |
| Cherokee Insurance Co | 4,100 | $255.3K | 0.12% | +4,100 | New |
| Greenup Street Wealth Management LLC | 4,103 | $255.5K | 0.05% | +845+25.9% | Added |
| KC Investment Advisors, LLC | 4,107 | $255.7K | 0.10% | −240−5.5% | Reduced |
| Financial Advisory Corp | 4,115 | $256.0K | 0.09% | +819+24.8% | Added |
| Fortress Private Ledger, LLC | 4,122 | $256.6K | 0.16% | +4,122 | New |
| Banque de Luxembourg S.A. | 4,106 | $256.7K | 0.14% | +4,106 | New |
| KFG Wealth Management, LLC | 4,126 | $256.9K | 0.05% | −162−3.8% | Reduced |
| Bremer Bank National Association | 4,127 | $256.9K | 0.05% | −331−7.4% | Reduced |
| One + One Wealth Management, LLC | 4,132 | $257.3K | 0.15% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,136 | $257.5K | 0.09% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 4,138 | $257.6K | 0.17% | −305−6.9% | Reduced |
| Laffer Tengler Investments | 4,144 | $258.0K | 0.05% | −3,514−45.9% | Reduced |
| Braun-Bostich & Associates Inc. | 4,149 | $258.3K | 0.19% | +110+2.7% | Added |
| Sageworth Trust Co | 4,150 | $258.4K | 0.02% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 4,167 | $258.5K | 0.26% | −202−4.6% | Reduced |
| Holistic Financial Partners | 4,153 | $258.6K | 0.13% | −436−9.5% | Reduced |
| Pullen Investment Management, LLC | 4,155 | $258.7K | 0.17% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 4,172 | $259.7K | 0.16% | +134+3.3% | Added |
| Hoge Financial Services, LLC | 4,192 | $261.0K | 0.19% | +64+1.6% | Added |
| Transatlantique Private Wealth LLC | 4,195 | $261.2K | 0.10% | −2,264−35.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,208 | $262.0K | 0.04% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,211 | $262.2K | 0.05% | −771−15.5% | Reduced |
| GSG Advisors LLC | 4,213 | $262.3K | 0.08% | −9−0.2% | Reduced |
| Financial Insights, Inc. | 4,220 | $262.7K | 0.10% | −409−8.8% | Reduced |
| TruWealth Advisors, LLC | 4,227 | $263.2K | 0.02% | +68+1.6% | Added |
| Paragon Private Wealth Management, LLC | 4,229 | $263.3K | 0.12% | +458+12.1% | Added |
| Westbourne Investments, Inc. | 4,230 | $263.4K | 0.16% | +4,230 | New |
| Riversedge Advisors, LLC | 4,247 | $264.4K | 0.06% | −305−6.7% | Reduced |
| Legacy Bridge, LLC | 4,255 | $264.9K | 0.14% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4,257 | $265.0K | 0.05% | +310+7.9% | Added |
| Bensler, LLC | 4,257 | $265.0K | 0.03% | +28+0.7% | Added |
| Meridian Wealth Partners, LLC | 4,265 | $265.5K | 0.04% | +627+17.2% | Added |
| Buska Wealth Management, LLC | 4,267 | $265.7K | 0.09% | −31−0.7% | Reduced |
| Financial Strategies Group, Inc. | 4,354 | $265.9K | 0.06% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 4,225 | $266.2K | 0.25% | −3,290−43.8% | Reduced |
| Magnetar Financial LLC | 4,278 | $266.3K | 0.01% | −70,505−94.3% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,280 | $266.5K | 0.10% | −333−7.2% | Reduced |
| FDx Advisors, Inc. | 4,289 | $267.0K | 0.08% | −45−1.0% | Reduced |
| Red Wave Investments LLC | 4,295 | $267.4K | 0.09% | −1,479−25.6% | Reduced |
| Athena Investment Management | 4,300 | $267.7K | 0.16% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 4,310 | $268.3K | 0.09% | +32+0.7% | Added |
| Watchman Group, Inc. | 4,310 | $268.4K | 0.07% | +20.0% | Added |
| Tanager Wealth Management LLP | 4,315 | $268.6K | 0.03% | +1,255+41.0% | Added |
| Consilio Wealth Advisors, LLC | 4,316 | $268.7K | 0.11% | +228+5.6% | Added |
| Garrett Investment Advisors LLC | 4,324 | $269.2K | 0.03% | −397−8.4% | Reduced |
| Park Square Financial Group, LLC | 4,326 | $269.3K | 0.19% | +4,326 | New |
| 4WEALTH Advisors, Inc. | 4,328 | $269.5K | 0.28% | +4,328 | New |
| Aviso Wealth Management | 4,328 | $269.5K | 0.14% | +513+13.4% | Added |
| Sulzberger Capital Advisors, Inc. | 4,338 | $270.1K | 0.31% | +4,338 | New |
| Kellett Schaffner Wealth Advisors LLC | 4,351 | $270.9K | 0.19% | −1,159−21.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,363 | $271.6K | 0.01% | −144−3.2% | Reduced |
| Washington Trust Bank | 4,372 | $272.2K | 0.03% | +4,372 | New |
| Pin Oak Investment Advisors Inc | 3,793 | $273.0K | 0.25% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 4,389 | $273.2K | 0.06% | +1,058+31.8% | Added |
| Juncture Wealth Strategies, LLC | 4,393 | $273.5K | 0.10% | −62−1.4% | Reduced |
| Integral Investment Advisors, Inc. | 4,398 | $273.8K | 0.09% | −213−4.6% | Reduced |
| PUREfi Wealth, LLC | 4,403 | $274.1K | 0.27% | +4,403 | New |
| Aspen Grove Capital, LLC | 4,404 | $274.2K | 0.06% | +74+1.7% | Added |
| Garrett Wealth Advisory Group, LLC | 4,412 | $274.7K | 0.06% | +808+22.4% | Added |
| Hudson Valley Investment Advisors Inc | 4,413 | $274.8K | 0.03% | −400−8.3% | Reduced |
| WR Wealth Planners, LLC | 4,423 | $275.4K | 0.09% | −40−0.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,439 | $276.0K | 0.00% | −695−13.5% | Reduced |
| Fortem Financial Group, LLC | 4,434 | $276.0K | 0.11% | −19−0.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 4,445 | $276.8K | 0.16% | +505+12.8% | Added |
| Bank of Stockton | 4,467 | $278.1K | 0.08% | +92+2.1% | Added |
| Reliant Investment Partners, LLC | 4,470 | $278.3K | 0.25% | +4,470 | New |
| BCGM Wealth Management, LLC | 4,477 | $278.7K | 0.09% | +143+3.3% | Added |
| Wealth Advisory Solutions, LLC | 4,489 | $279.5K | 0.08% | +4,489 | New |
| Peoples Bank | 4,496 | $279.9K | 0.16% | −3,336−42.6% | Reduced |
| Ethos Financial Group, LLC | 4,461 | $280.0K | 0.04% | +424+10.5% | Added |
| Beckerman Institutional, LLC | 4,505 | $280.0K | 0.22% | +4,505 | New |
| Delos Wealth Advisors, LLC | 4,500 | $280.2K | 0.22% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 4,500 | $280.2K | 0.21% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,505 | $280.5K | 0.02% | −134−2.9% | Reduced |
| ERTS Wealth Advisors, LLC | 4,509 | $280.7K | 0.05% | −1,102−19.6% | Reduced |
| Rakuten Securities, Inc. | 4,516 | $281.2K | 0.11% | +2,292+103.1% | Added |
| Baugh & Associates, LLC | 4,582 | $281.6K | 0.15% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 4,525 | $281.7K | 0.04% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 4,531 | $282.1K | 0.06% | +134+3.0% | Added |
| Thompson David Blair | 4,531 | $282.1K | 0.21% | +4,531 | New |
| Sachetta, LLC | 4,541 | $282.7K | 0.11% | −23−0.5% | Reduced |
| NCM Capital Management, LLC | 4,549 | $283.2K | 0.13% | +408+9.9% | Added |
| Virginia Wealth Management Group, Inc. | 4,550 | $283.3K | 0.18% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 4,551 | $283.4K | 0.18% | +80+1.8% | Added |
| Kirtland Hills Capital Management, LLC | 4,563 | $284.1K | 0.18% | +384+9.2% | Added |
| KPP Advisory Services LLC | 4,564 | $284.2K | 0.07% | +628+16.0% | Added |
| Northwest Capital Management Inc | 4,567 | $284.3K | 0.12% | −62−1.3% | Reduced |
| Pathway Financial Advisors LLC | 4,570 | $284.5K | 0.07% | +66+1.5% | Added |
| Cedar Point Capital Partners, LLC | 4,573 | $284.7K | 0.19% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 4,579 | $285.1K | 0.04% | −2,000−30.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,582 | $285.3K | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 4,583 | $285.3K | 0.03% | −5−0.1% | Reduced |
| Winthrop Advisory Group LLC | 4,584 | $285.4K | 0.03% | −173−3.6% | Reduced |
| TFC Financial Management | 4,584 | $285.4K | 0.05% | +7+0.2% | Added |
| McLean Asset Management Corp | 4,585 | $285.5K | 0.09% | +1,020+28.6% | Added |
| Trail Ridge Investment Advisors, LLC | 4,587 | $285.6K | 0.14% | +20+0.4% | Added |