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 |
|---|---|---|---|---|---|
| Glass Jacobson Investment Advisors llc | 5,173 | $322.1K | 0.11% | −90−1.7% | Reduced |
| Blossom Wealth Management | 5,175 | $322.2K | 0.62% | +285+5.8% | Added |
| Marion Wealth Management | 5,176 | $322.3K | 0.09% | +63+1.2% | Added |
| Lokken Investment Group LLC | 5,180 | $322.5K | 0.14% | −919−15.1% | Reduced |
| Advanced Portfolio Management, LLC | 5,084 | $322.7K | 0.38% | +5,084 | New |
| Well Done, LLC | 4,494 | $322.9K | 0.06% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,187 | $323.0K | 0.08% | +37+0.7% | Added |
| Tillman Hartley LLC | 5,189 | $323.1K | 0.09% | −86−1.6% | Reduced |
| Independent Wealth Network Inc. | 5,196 | $323.5K | 0.13% | +117+2.3% | Added |
| Hedges Asset Management LLC | 5,200 | $323.8K | 0.21% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 5,209 | $324.3K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 5,216 | $324.7K | 0.23% | +10.0% | Added |
| Colony Family Offices, LLC | 5,219 | $324.9K | 0.10% | −160−3.0% | Reduced |
| Beacon Financial Strategies CORP | 5,223 | $325.2K | 0.22% | 00.0% | Unchanged |
| First United Bank Trust | 5,240 | $326.2K | 0.12% | −968−15.6% | Reduced |
| Huntleigh Advisors, Inc. | 5,252 | $327.0K | 0.07% | +5,252 | New |
| Ritter Daniher Financial Advisory LLC | 5,256 | $327.2K | 0.09% | +400+8.2% | Added |
| Westside Investment Management, Inc. | 5,271 | $328.2K | 0.07% | +888+20.3% | Added |
| Saranac Partners Ltd | 5,272 | $328.2K | 0.18% | +5,272 | New |
| Wetzel Investment Advisors, Inc. | 5,275 | $328.4K | 0.16% | −118−2.2% | Reduced |
| Miller Investment Management, LP | 5,275 | $328.4K | 0.04% | −17−0.3% | Reduced |
| Lyell Wealth Management, LP | 5,275 | $328.4K | 0.03% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 4,783 | $329.4K | 0.12% | +4,783 | New |
| Vicus Capital | 5,299 | $329.9K | 0.03% | −69−1.3% | Reduced |
| Northstar Financial Companies, Inc. | 5,299 | $329.9K | 0.31% | +5,299 | New |
| All Terrain Financial Advisors, LLC | 5,300 | $330.0K | 0.13% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 5,308 | $330.5K | 0.05% | +110+2.1% | Added |
| Cache Advisors, LLC | 5,313 | $330.8K | 0.14% | +5,313 | New |
| Consolidated Portfolio Review Corp | 5,314 | $330.9K | 0.05% | +775+17.1% | Added |
| Private Management Group Inc | 5,316 | $331.0K | 0.01% | +703+15.2% | Added |
| ASB Consultores, LLC | 5,324 | $331.5K | 0.14% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 5,326 | $331.6K | 0.11% | +156+3.0% | Added |
| Kozak & Associates, Inc. | 5,374 | $331.8K | 0.08% | −754−12.3% | Reduced |
| Pines Wealth Management, LLC | 5,440 | $332.2K | 0.14% | +5,440 | New |
| Kelly Financial Group LLC | 5,340 | $332.5K | 0.12% | +5,340 | New |
| Financial Network Wealth Advisors LLC | 5,343 | $332.7K | 0.62% | −4,062−43.2% | Reduced |
| Ade, LLC | 5,358 | $333.6K | 0.20% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 5,368 | $334.2K | 0.13% | −735−12.0% | Reduced |
| ForthRight Wealth Management, LLC | 5,370 | $334.3K | 0.11% | +34+0.6% | Added |
| Aurora Private Wealth, Inc. | 5,395 | $336.0K | 0.25% | −178−3.2% | Reduced |
| Sippican Capital Advisors | 5,399 | $336.1K | 0.24% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 5,399 | $336.1K | 0.27% | +5,399 | New |
| Board of the Pension Protection Fund | 5,400 | $336.2K | 0.39% | +5,400 | New |
| Bordeaux Wealth Advisors LLC | 5,401 | $336.3K | 0.05% | −1,171−17.8% | Reduced |
| VSM Wealth Advisory, LLC | 5,404 | $336.5K | 0.12% | +5,404 | New |
| Next Level Private LLC | 5,407 | $336.6K | 0.14% | +18+0.3% | Added |
| Becker Capital Management Inc | 5,411 | $336.9K | 0.01% | −6,190−53.4% | Reduced |
| AXS Investments LLC | 5,415 | $337.1K | 0.09% | −38−0.7% | Reduced |
| Brighton Securities Corp. | 5,418 | $337.3K | 0.16% | +5,418 | New |
| Global Assets Advisory, LLC | 5,455 | $337.4K | 0.19% | −94−1.7% | Reduced |
| Pacific Center for Financial Services | 5,425 | $337.8K | 0.09% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 5,430 | $338.1K | 0.29% | +5,430 | New |
| Instrumental Wealth, LLC | 4,748 | $338.8K | 0.32% | +7+0.1% | Added |
| Stegent Equity Advisors, Inc. | 5,450 | $339.3K | 0.34% | +1,378+33.8% | Added |
| Trust Co of the South | 5,456 | $339.7K | 0.07% | −829−13.2% | Reduced |
| Stevens Capital Management LP | 5,458 | $340.0K | 0.14% | −44,152−89.0% | Reduced |
| Optivise Advisory Services LLC | 5,462 | $340.1K | 0.18% | +850+18.4% | Added |
| Lake Street Financial LLC | 5,465 | $340.3K | 0.05% | −1,123−17.0% | Reduced |
| Sage Rhino Capital LLC | 5,492 | $341.9K | 0.07% | −65−1.2% | Reduced |
| May Hill Capital, LLC | 5,511 | $343.1K | 0.13% | +5,511 | New |
| Unified Investment Management | 5,520 | $343.6K | 0.39% | +5,520 | New |
| Kerntke Otto McGlone Wealth Management Group | 5,521 | $343.8K | 0.25% | +12+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 5,543 | $345.1K | 0.07% | +230+4.3% | Added |
| Crumly & Associates Inc. | 5,555 | $345.9K | 0.09% | −329−5.6% | Reduced |
| John G Ullman & Associates Inc | 5,566 | $346.5K | 0.05% | −173−3.0% | Reduced |
| Argyle Capital Partners, LLC | 5,570 | $346.8K | 0.30% | +5,570 | New |
| Burkett Financial Services, LLC | 5,572 | $346.9K | 0.14% | +221+4.1% | Added |
| Woodward Diversified Capital, LLC | 5,573 | $347.0K | 0.25% | −5,345−49.0% | Reduced |
| Accent Capital Management, LLC | 5,595 | $348.3K | 0.20% | 00.0% | Unchanged |
| SAM Advisors, LLC | 5,599 | $348.6K | 0.13% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 5,600 | $348.6K | 0.18% | +5+0.1% | Added |
| Simplicity Wealth,LLC | 5,600 | $348.7K | 0.07% | −31,887−85.1% | Reduced |
| Verity Asset Management, Inc. | 8,609 | $349.5K | 0.20% | −10,649−55.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 5,615 | $349.6K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5,617 | $349.7K | 0.04% | +902+19.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 5,616 | $349.8K | 0.14% | +70+1.3% | Added |
| Adalta Capital Management LLC | 5,625 | $350.2K | 0.18% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 5,620 | $350.5K | 0.31% | +5,620 | New |
| Walker Asset Management, LLC | 5,642 | $351.3K | 0.22% | +33+0.6% | Added |
| Pure Financial Advisors, Inc. | 5,663 | $352.6K | 0.01% | −4,092−41.9% | Reduced |
| JFG Wealth Management, LLC | 5,682 | $353.8K | 0.08% | +122+2.2% | Added |
| Kessler Investment Group, LLC | 5,695 | $354.6K | 0.17% | −137−2.3% | Reduced |
| Merriman Wealth Management, LLC | 5,699 | $354.8K | 0.01% | +622+12.3% | Added |
| BOCHK Asset Management Ltd | 5,700 | $354.9K | 0.11% | +5,700 | New |
| Fortitude Advisory Group L.L.C. | 5,700 | $354.9K | 0.21% | −1,377−19.5% | Reduced |
| Rede Wealth, LLC | 5,707 | $355.3K | 0.14% | +300+5.5% | Added |
| Monticello Wealth Management, LLC | 5,708 | $355.4K | 0.03% | +20.0% | Added |
| Rosenberg Matthew Hamilton | 5,710 | $355.5K | 0.09% | +137+2.5% | Added |
| Rollins Financial Advisors, LLC | 5,711 | $355.5K | 0.06% | −1,615−22.0% | Reduced |
| Global Trust Asset Management, LLC | 5,734 | $357.0K | 0.14% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,737 | $357.2K | 0.03% | +167+3.0% | Added |
| Onyx Bridge Wealth Group LLC | 5,737 | $357.2K | 0.05% | −258−4.3% | Reduced |
| MFA Wealth Services | 5,741 | $357.4K | 0.29% | +5,741 | New |
| Doheny Asset Management | 5,758 | $358.0K | 0.27% | 00.0% | Unchanged |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 5,751 | $358.1K | 0.04% | −96,038−94.4% | Reduced |
| Brightwater Advisory LLC | 5,763 | $358.8K | 0.28% | +10.0% | Added |
| Pennington Partners & Co., LLC | 5,765 | $358.9K | 0.18% | +5,765 | New |
| Fiducient Advisors LLC | 5,768 | $359.1K | 0.04% | +34+0.6% | Added |
| Bingham Private Wealth, LLC | 5,772 | $359.4K | 0.38% | +5,772 | New |
| Wealthquest Corp | 5,773 | $359.4K | 0.03% | +33+0.6% | Added |