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 |
|---|---|---|---|---|---|
| Clean Yield Group | 5,777 | $359.6K | 0.11% | −28−0.5% | Reduced |
| Security Financial Services, INC. | 5,780 | $359.9K | 0.07% | +248+4.5% | Added |
| Holistic Planning, LLC | 5,781 | $359.9K | 0.13% | +76+1.3% | Added |
| SGL Investment Advisors, Inc. | 5,243 | $360.2K | 0.18% | +865+19.8% | Added |
| Traynor Capital Management, Inc. | 5,794 | $360.7K | 0.03% | +593+11.4% | Added |
| BancFirst Trust & Investment Management | 5,836 | $362.0K | 0.16% | +50+0.9% | Added |
| Keebeck Wealth Management, LLC | 5,818 | $362.2K | 0.05% | +224+4.0% | Added |
| Lakeridge Wealth Management LLC | 5,818 | $362.2K | 0.19% | +52+0.9% | Added |
| Bill Few Associates, Inc. | 5,837 | $363.4K | 0.13% | −66−1.1% | Reduced |
| Parisi Gray Wealth Management | 5,843 | $363.8K | 0.12% | +20.0% | Added |
| Marex Group plc | 5,843 | $363.8K | 0.01% | −3,206−35.4% | Reduced |
| Clayton Financial Group LLC | 5,852 | $364.3K | 0.13% | +263+4.7% | Added |
| New England Capital Financial Advisors LLC | 5,855 | $364.5K | 0.18% | +23+0.4% | Added |
| Sage Private Wealth Group, LLC | 5,865 | $365.2K | 0.27% | −583−9.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,870 | $365.5K | 0.00% | −150−2.5% | Reduced |
| Latitude Advisors, LLC | 5,878 | $366.0K | 0.21% | −531−8.3% | Reduced |
| West Oak Capital, LLC | 5,892 | $366.8K | 0.13% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 5,892 | $366.8K | 0.13% | +520+9.7% | Added |
| KFA Private Wealth Group, LLC | 5,898 | $367.2K | 0.15% | +276+4.9% | Added |
| Camden National Bank | 5,906 | $367.7K | 0.06% | −252−4.1% | Reduced |
| Foster & Motley Inc | 5,918 | $368.0K | 0.02% | −315−5.1% | Reduced |
| Tennessee Valley Asset Management Partners | 5,914 | $368.2K | 0.06% | −10−0.2% | Reduced |
| Fortis Group Advisors, LLC | 5,914 | $368.2K | 0.07% | −18−0.3% | Reduced |
| Prentiss Smith & Co Inc | 5,915 | $368.3K | 0.24% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 5,916 | $368.3K | 0.04% | +726+14.0% | Added |
| J. L. Bainbridge & Co., Inc. | 5,937 | $369.7K | 0.03% | +110+1.9% | Added |
| Wealth Management Associates, Inc. | 5,944 | $370.1K | 0.16% | −34−0.6% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 5,962 | $371.2K | 0.11% | +5,962 | New |
| Element Wealth, LLC | 5,977 | $372.1K | 0.19% | +51+0.9% | Added |
| Oak Asset Management, LLC | 5,978 | $372.2K | 0.14% | −23−0.4% | Reduced |
| Armbruster Capital Management, Inc. | 5,979 | $372.3K | 0.08% | 00.0% | Unchanged |
| waypoint wealth counsel | 5,991 | $373.0K | 0.24% | +637+11.9% | Added |
| Frisch Financial Group, Inc. | 5,995 | $373.0K | 0.11% | −138−2.3% | Reduced |
| Seven Springs Wealth Group, LLC | 6,019 | $374.7K | 0.14% | +72+1.2% | Added |
| Delta Investment Management, LLC | 6,019 | $374.8K | 0.07% | −1,085−15.3% | Reduced |
| Total Investment Management Inc | 6,023 | $375.0K | 0.05% | +331+5.8% | Added |
| Strategic Advocates LLC | 6,056 | $377.0K | 0.13% | −1,835−23.3% | Reduced |
| Jacobsen Capital Management | 6,074 | $378.2K | 0.16% | +376+6.6% | Added |
| Orion Investment Co | 6,083 | $378.7K | 0.15% | +1,000+19.7% | Added |
| Souders Financial Advisors | 6,083 | $378.7K | 0.05% | +494+8.8% | Added |
| Defined Financial Planning LLC | 6,105 | $380.1K | 0.41% | +6,105 | New |
| Oceanside Advisors LLC | 6,127 | $381.5K | 0.28% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,136 | $382.0K | 0.08% | +375+6.5% | Added |
| SNS Financial Group, LLC | 6,167 | $384.0K | 0.04% | −997−13.9% | Reduced |
| Archetype Wealth Partners | 6,168 | $384.0K | 0.06% | −22−0.4% | Reduced |
| Catalyst Capital Advisors LLC | 6,168 | $384.0K | 0.01% | +3,466+128.3% | Added |
| Resolute Wealth Strategies, LLC | 6,169 | $384.1K | 0.20% | +10.0% | Added |
| Asset Planning Corporation | 6,173 | $384.3K | 0.24% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 6,198 | $385.9K | 0.17% | −64−1.0% | Reduced |
| First National Advisers, LLC | 6,235 | $388.2K | 0.06% | −624−9.1% | Reduced |
| Parametrica Management Ltd | 6,243 | $388.7K | 0.51% | +6,243 | New |
| Canandaigua National Trust Co of Florida | 6,244 | $388.8K | 0.30% | +1,600+34.5% | Added |
| Marietta Wealth Management, LLC | 6,246 | $388.9K | 0.06% | +20+0.3% | Added |
| FSA Wealth Management LLC | 6,246 | $388.9K | 0.16% | +61+1.0% | Added |
| Hall Laurie J Trustee | 6,250 | $389.0K | 0.13% | −300−4.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,254 | $389.4K | 0.17% | +102+1.7% | Added |
| Circle Wealth Management, LLC | 6,257 | $389.5K | 0.01% | +120+2.0% | Added |
| Crew Capital Management, Ltd. | 6,284 | $391.2K | 0.32% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 6,295 | $391.9K | 0.02% | −3,297−34.4% | Reduced |
| Executive Wealth Management, LLC | 6,298 | $392.1K | 0.03% | −352−5.3% | Reduced |
| Granite Investment Partners, LLC | 6,301 | $392.3K | 0.02% | −50−0.8% | Reduced |
| Wealth Architects, LLC | 6,312 | $393.0K | 0.04% | −327−4.9% | Reduced |
| Acropolis Investment Management, LLC | 6,313 | $393.1K | 0.02% | −341−5.1% | Reduced |
| Bruce G. Allen Investments, LLC | 6,318 | $393.4K | 0.32% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 6,327 | $393.9K | 0.32% | +6,327 | New |
| Strait & Sound Wealth Management LLC | 6,334 | $394.4K | 0.18% | −435−6.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,336 | $394.5K | 0.01% | −100−1.6% | Reduced |
| LexAurum Advisors, LLC | 6,343 | $394.9K | 0.08% | +1,122+21.5% | Added |
| Centiva Capital, LP | 6,348 | $395.2K | 0.01% | −11,378−64.2% | Reduced |
| Legacy Edge Advisors, LLC | 6,377 | $395.6K | 0.06% | −44−0.7% | Reduced |
| Capital & Planning, LLC | 6,360 | $396.0K | 0.29% | +6,360 | New |
| Hughes Financial Services, LLC | 6,374 | $396.8K | 0.08% | +6,374 | New |
| Planning Center, Inc. | 6,379 | $397.2K | 0.05% | +33+0.5% | Added |
| Johnson Bixby & Associates, LLC | 6,380 | $397.2K | 0.06% | 00.0% | Unchanged |
| Castleview Partners, LLC | 6,425 | $397.3K | 0.21% | +2,104+48.7% | Added |
| W.H. Cornerstone Investments Inc. | 6,394 | $398.1K | 0.27% | −1,054−14.2% | Reduced |
| Hartford Financial Management Inc. | 6,417 | $399.5K | 0.08% | −3,030−32.1% | Reduced |
| Landaas & Co | 6,432 | $400.0K | 0.11% | 00.0% | Unchanged |
| RW Investment Management LLC | 6,427 | $400.1K | 0.05% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 6,326 | $400.7K | 0.08% | +178+2.9% | Added |
| Amica Retiree Medical Trust | 6,453 | $402.0K | 0.38% | −4,572−41.5% | Reduced |
| Forte Capital LLC | 6,463 | $402.4K | 0.05% | −1,256−16.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,467 | $402.6K | 0.01% | +9+0.1% | Added |
| Grant Private Wealth Management Inc | 6,472 | $402.9K | 0.43% | +6,472 | New |
| Benchmark Financial Wealth Advisors, LLC | 6,477 | $403.2K | 0.13% | −111−1.7% | Reduced |
| American Financial & Tax Strategies Inc | 6,477 | $403.3K | 0.21% | +212+3.4% | Added |
| Ellenbecker Investment Group | 6,482 | $403.6K | 0.07% | −239−3.6% | Reduced |
| Fulcrum Capital LLC | 6,500 | $404.7K | 0.08% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 6,501 | $404.8K | 0.09% | −56−0.9% | Reduced |
| Gibson Capital, LLC | 6,502 | $404.8K | 0.08% | +14+0.2% | Added |
| Integras Partners LLC | 6,520 | $405.9K | 0.35% | +6,520 | New |
| Dillon & Associates Inc | 6,551 | $406.0K | 0.06% | +201+3.2% | Added |
| Cascade Financial Partners, LLC | 6,529 | $406.5K | 0.05% | +1,001+18.1% | Added |
| Retirement Planning Co of New England, Inc. | 6,530 | $406.6K | 0.20% | +199+3.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,535 | $406.9K | 0.02% | +285+4.6% | Added |
| North Forty Two & Co. | 6,549 | $407.7K | 0.47% | +6,549 | New |
| Uhlmann Price Securities, LLC | 6,561 | $408.6K | 0.31% | +24+0.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,700 | $409.6K | 0.14% | +26+0.5% | Added |
| KKM Financial LLC | 6,589 | $410.2K | 0.17% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 6,726 | $410.8K | 0.09% | +95+1.4% | Added |