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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 4,599 | $286.3K | 0.07% | −205−4.3% | Reduced |
| Duncan Williams Asset Management, LLC | 4,600 | $286.4K | 0.11% | −130−2.7% | Reduced |
| Hoertkorn Richard Charles | 4,605 | $286.7K | 0.12% | −350−7.1% | Reduced |
| DGS Capital Management, LLC | 4,617 | $287.5K | 0.07% | −239−4.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,618 | $287.5K | 0.02% | −157−3.3% | Reduced |
| Hilltop National Bank | 4,624 | $287.9K | 0.09% | −3−0.1% | Reduced |
| Ariadne Wealth Management, LP | 4,460 | $287.9K | 0.13% | −40−0.9% | Reduced |
| Central Valley Advisors, LLC | 4,630 | $288.3K | 0.13% | +10+0.2% | Added |
| Quest Partners LLC | 4,646 | $289.3K | 0.04% | −56,153−92.4% | Reduced |
| Augustine Asset Management Inc | 4,674 | $291.0K | 0.08% | −44−0.9% | Reduced |
| HMV Wealth Advisors, LLC | 4,674 | $291.0K | 0.29% | +4,674 | New |
| Miller Financial Services LLC | 4,677 | $291.2K | 0.25% | +4,677 | New |
| Wallington Asset Management, LLC | 4,693 | $292.0K | 0.04% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 4,691 | $292.1K | 0.18% | +147+3.2% | Added |
| Iron Horse Wealth Management, LLC | 4,701 | $292.7K | 0.10% | −35−0.7% | Reduced |
| Perkins Coie Trust Co | 4,702 | $292.7K | 0.06% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 4,713 | $293.4K | 0.21% | +17+0.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,718 | $293.7K | 0.02% | +15+0.3% | Added |
| Unique Wealth Strategies, LLC | 4,719 | $293.8K | 0.13% | +84+1.8% | Added |
| Intelligence Driven Advisers, LLC | 4,719 | $293.8K | 0.06% | −36−0.8% | Reduced |
| Zuckerman Investment Group, LLC | 4,638 | $293.8K | 0.03% | −196−4.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,720 | $293.9K | 0.11% | +248+5.5% | Added |
| Avaii Wealth Management, LLC | 4,728 | $294.3K | 0.14% | −324−6.4% | Reduced |
| Stenger Family Office, LLC | 4,733 | $294.7K | 0.10% | +4,733 | New |
| Wood Tarver Financial Group, LLC | 4,749 | $295.0K | 0.10% | +4,749 | New |
| Mindset Wealth Management, LLC | 4,747 | $295.5K | 0.11% | −570−10.7% | Reduced |
| Weaver Consulting Group | 4,757 | $296.2K | 0.09% | +130+2.8% | Added |
| Tempus Wealth Planning, LLC | 4,768 | $296.8K | 0.09% | +958+25.1% | Added |
| CLG LLC | 4,769 | $296.9K | 0.11% | +4,769 | New |
| Red Cedar Investment Management, LLC | 4,774 | $297.2K | 0.04% | −9,548−66.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,775 | $297.3K | 0.06% | +146+3.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 4,783 | $297.8K | 0.03% | +62+1.3% | Added |
| Fernwood Investment Management, LLC | 4,798 | $298.7K | 0.10% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 4,804 | $299.1K | 0.02% | −56−1.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 4,814 | $300.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 4,820 | $300.1K | 0.01% | −245−4.8% | Reduced |
| Eight 31 Financial LLC | 4,827 | $300.5K | 0.23% | −185−3.7% | Reduced |
| Kuhn & Co Investment Counsel | 4,828 | $300.6K | 0.26% | +3+0.1% | Added |
| Notis-McConarty Edward | 4,832 | $300.8K | 0.15% | −2,668−35.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,844 | $301.6K | 0.12% | +50+1.0% | Added |
| Objective Capital Management, LLC | 4,849 | $301.9K | 0.20% | −703−12.7% | Reduced |
| Amarillo National Bank | 4,851 | $302.0K | 0.06% | −260−5.1% | Reduced |
| Birch Financial Group, LLC | 4,861 | $302.6K | 0.34% | +4,861 | New |
| Cultivar Capital, Inc. | 4,868 | $303.1K | 0.27% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 4,872 | $303.4K | 0.23% | +644+15.2% | Added |
| Albion Financial Group | 4,875 | $303.5K | 0.02% | +120+2.5% | Added |
| PCG Asset Management, LLC | 4,890 | $304.5K | 0.27% | +4,890 | New |
| Brogan Financial, Inc. | 4,893 | $304.6K | 0.15% | −1,203−19.7% | Reduced |
| Parvin Asset Management, LLC | 4,895 | $304.8K | 0.33% | +4,895 | New |
| Fidelity D & D Bancorp Inc | 4,900 | $305.1K | 0.20% | −157−3.1% | Reduced |
| Family Firm, Inc. | 4,906 | $305.5K | 0.07% | +32+0.7% | Added |
| Unionview, LLC | 4,908 | $305.6K | 0.22% | +20+0.4% | Added |
| DeDora Capital, Inc. | 4,908 | $305.6K | 0.08% | +6+0.1% | Added |
| Granite Harbor Advisors, Inc. | 4,914 | $306.0K | 0.17% | +120+2.5% | Added |
| Encompass More Asset Management | 4,924 | $306.6K | 0.10% | −729−12.9% | Reduced |
| Financial Partners Group, Inc | 4,929 | $306.9K | 0.04% | −734−13.0% | Reduced |
| High Falls Advisors, Inc | 4,933 | $307.1K | 0.07% | −417−7.8% | Reduced |
| MMBG Investment Advisors Co. | 4,934 | $307.2K | 0.03% | 00.0% | Unchanged |
| Trust Investment Advisors | 4,937 | $307.4K | 0.20% | +25+0.5% | Added |
| Ames National Corp | 4,947 | $308.0K | 0.21% | +4,947 | New |
| Foster Group, Inc. | 4,954 | $308.4K | 0.01% | −104−2.1% | Reduced |
| Renaissance Technologies LLC | 5,013 | $309.9K | 0.00% | +1,873+59.6% | Added |
| Chiron Capital Management, LLC | 4,982 | $310.2K | 0.29% | +402+8.8% | Added |
| General Partner, Inc. | 4,985 | $310.4K | 0.19% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 4,988 | $310.6K | 0.12% | −92−1.8% | Reduced |
| Adamsbrown Wealth Consultants LLC | 4,991 | $310.7K | 0.11% | +32+0.6% | Added |
| Fort Sheridan Advisors LLC | 4,993 | $310.8K | 0.05% | +161+3.3% | Added |
| Code Waechter LLC | 4,999 | $311.2K | 0.27% | −18−0.4% | Reduced |
| Fountainhead AM, LLC | 5,009 | $311.9K | 0.06% | +990+24.6% | Added |
| Rothschild Capital Partners, LLC | 5,040 | $313.8K | 0.08% | +5,040 | New |
| Morris Retirement Advisors, LLC | 5,046 | $314.2K | 0.17% | +108+2.2% | Added |
| bLong Financial, LLC | 5,052 | $314.5K | 0.26% | +5,052 | New |
| Disciplined Investors, L.L.C. | 5,107 | $314.8K | 0.30% | +5,107 | New |
| Arkfeld Wealth Strategies, L.L.C. | 5,107 | $314.9K | 0.14% | +37+0.7% | Added |
| Ayrshire Capital Management LLC | 5,060 | $315.0K | 0.15% | +5,060 | New |
| Hanlon Investment Management, Inc. | 5,070 | $315.7K | 0.09% | +336+7.1% | Added |
| First Hawaiian Bank | 5,075 | $316.0K | 0.01% | −3,141−38.2% | Reduced |
| Sterling Wealth Management, Inc. | 5,079 | $316.2K | 0.12% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 5,081 | $316.3K | 0.21% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 5,082 | $316.4K | 0.04% | −1,700−25.1% | Reduced |
| Sentry LLC | 5,093 | $317.1K | 0.06% | −1,496−22.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,103 | $317.7K | 0.12% | +29+0.6% | Added |
| Sentinus, LLC | 5,104 | $317.8K | 0.09% | −64−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 5,106 | $317.9K | 0.03% | +479+10.4% | Added |
| J.Safra Asset Management Corp | 5,128 | $318.1K | 0.03% | +2,725+113.4% | Added |
| Allen Capital Group, LLC | 5,114 | $318.4K | 0.04% | −677−11.7% | Reduced |
| Acorn Wealth Advisors, LLC | 5,115 | $318.4K | 0.13% | −59−1.1% | Reduced |
| Brown Miller Wealth Management, LLC | 5,118 | $318.7K | 0.12% | +2,071+68.0% | Added |
| Joule Financial, LLC | 5,119 | $318.7K | 0.11% | +31+0.6% | Added |
| WealthPLAN Partners, LLC | 5,121 | $318.9K | 0.05% | −707−12.1% | Reduced |
| Investmark Advisory Group LLC | 5,124 | $319.1K | 0.16% | +33+0.6% | Added |
| Corps Capital Advisors, LLC | 5,134 | $319.6K | 0.32% | +5,134 | New |
| Tyler-Stone Wealth Management | 5,147 | $320.5K | 0.06% | +298+6.1% | Added |
| Ameriflex Group, Inc. | 5,050 | $320.5K | 0.15% | +5,050 | New |
| Buckhead Capital Management LLC | 5,149 | $320.6K | 0.10% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 5,150 | $320.6K | 0.35% | +5,150 | New |
| Guardian Asset Advisors, LLC | 5,152 | $320.7K | 0.21% | −29−0.6% | Reduced |
| Werba Rubin Papier Wealth Management | 5,152 | $320.8K | 0.08% | −183−3.4% | Reduced |
| Tandem Investment Partners LLC | 5,154 | $320.9K | 0.31% | +5,154 | New |
| Aspect Partners, LLC | 5,168 | $321.8K | 0.19% | −52−1.0% | Reduced |