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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 132,589 | $8.26M | 0.12% | −884−0.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 131,690 | $8.20M | 1.21% | −11,419−8.0% | Reduced |
| Panagora Asset Management Inc | 130,682 | $8.14M | 0.04% | −2,354,957−94.7% | Reduced |
| Enclave Advisors LLC | 130,504 | $8.13M | 1.34% | −150.0% | Reduced |
| Siemens Fonds Invest GmbH | 130,264 | $8.08M | 0.85% | +8,876+7.3% | Added |
| Capital Investment Counsel, Inc | 129,456 | $8.06M | 1.21% | +6,801+5.5% | Added |
| Bailard, Inc. | 129,073 | $8.04M | 0.21% | +5,703+4.6% | Added |
| Wesleyan Assurance Society | 128,480 | $8.00M | 0.61% | −2,320−1.8% | Reduced |
| Waverton Investment Management Ltd | 127,587 | $7.95M | 0.13% | −16,405−11.4% | Reduced |
| Daymark Wealth Partners, LLC | 223,781 | $7.93M | 0.34% | −875−0.4% | Reduced |
| AMG National Trust Bank | 127,177 | $7.91M | 0.22% | −2,839−2.2% | Reduced |
| Ieq Capital, LLC | 126,573 | $7.88M | 0.08% | −62,440−33.0% | Reduced |
| Nicholas Company, Inc. | 126,085 | $7.85M | 0.13% | −10,115−7.4% | Reduced |
| Jensen Investment Management Inc | 125,358 | $7.80M | 0.07% | −870−0.7% | Reduced |
| CX Institutional | 125,314 | $7.80M | 0.31% | +18,358+17.2% | Added |
| Richard Bernstein Advisors LLC | 124,956 | $7.78M | 0.18% | 00.0% | Unchanged |
| Thomasville National Bank | 124,920 | $7.78M | 0.56% | −2,362−1.9% | Reduced |
| German American Bancorp, Inc. | 124,848 | $7.77M | 0.81% | +1,717+1.4% | Added |
| Adell Harriman & Carpenter Inc | 124,309 | $7.74M | 0.54% | −3,750−2.9% | Reduced |
| Montag & Caldwell, LLC | 123,503 | $7.69M | 1.64% | −56,515−31.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 123,099 | $7.66M | 0.17% | +162+0.1% | Added |
| RiverFront Investment Group, LLC | 122,309 | $7.61M | 0.17% | +17,263+16.4% | Added |
| Allstate Corp | 121,728 | $7.58M | 0.22% | +117,780+2,983.3% | Added |
| Anchor Investment Management, LLC | 121,720 | $7.58M | 0.71% | +2,573+2.2% | Added |
| Eagle Global Advisors LLC | 121,008 | $7.53M | 0.31% | +95,200+368.9% | Added |
| Integrated Wealth Concepts LLC | 120,502 | $7.50M | 0.09% | +8,066+7.2% | Added |
| Bleakley Financial Group, LLC | 120,480 | $7.50M | 0.23% | −735−0.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 120,395 | $7.50M | 0.60% | +3,607+3.1% | Added |
| Simmons Bank | 120,000 | $7.47M | 0.55% | −2,783−2.3% | Reduced |
| Perigon Wealth Management, LLC | 119,628 | $7.45M | 0.18% | −580.0% | Reduced |
| South Dakota Investment Council | 119,322 | $7.43M | 0.15% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 119,630 | $7.42M | 0.17% | +36,497+43.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 118,617 | $7.39M | 0.39% | −7,400−5.9% | Reduced |
| Cary Street Partners Financial LLC | 118,303 | $7.37M | 0.24% | +118,303 | New |
| Parsons Capital Management Inc | 118,162 | $7.36M | 0.40% | +94,060+390.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 114,812 | $7.33M | 0.06% | −3,880−3.3% | Reduced |
| Ashburton (Jersey) Ltd | 117,769 | $7.33M | 3.23% | +106,043+904.3% | Added |
| Rodgers Brothers Inc. | 117,740 | $7.33M | 0.96% | +152+0.1% | Added |
| Twinbeech Capital LP | 117,466 | $7.31M | 0.13% | +117,466 | New |
| Azimuth Capital Investment Management LLC | 117,409 | $7.31M | 0.28% | −13,438−10.3% | Reduced |
| Cornerstone Wealth Management, LLC | 117,359 | $7.31M | 0.49% | +4,288+3.8% | Added |
| Ahl Investment Management, Inc. | 116,900 | $7.28M | 5.10% | +701+0.6% | Added |
| Parcion Private Wealth LLC | 116,157 | $7.23M | 0.55% | +5,254+4.7% | Added |
| Resources Investment Advisors, LLC. | 115,974 | $7.22M | 0.08% | +11,705+11.2% | Added |
| Adviser Investments LLC | 115,415 | $7.19M | 0.09% | −4,666−3.9% | Reduced |
| Fiduciary Group LLC | 115,356 | $7.18M | 0.72% | −261−0.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 115,137 | $7.17M | 2.88% | −11,904−9.4% | Reduced |
| Tectonic Advisors LLC | 115,102 | $7.17M | 0.47% | +15,149+15.2% | Added |
| Dana Investment Advisors, Inc. | 114,785 | $7.15M | 0.24% | +1,767+1.6% | Added |
| Tokio Marine Asset Management Co Ltd | 114,677 | $7.14M | 0.25% | +3,298+3.0% | Added |
| AE Wealth Management LLC | 114,663 | $7.14M | 0.06% | −4,803−4.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 114,510 | $7.13M | 0.75% | −613−0.5% | Reduced |
| Farmers & Merchants Investments Inc | 114,411 | $7.12M | 0.22% | −1,948−1.7% | Reduced |
| Patton Albertson Miller Group, LLC | 114,405 | $7.12M | 0.95% | −1,678−1.4% | Reduced |
| Banque Pictet & Cie SA | 114,363 | $7.12M | 0.07% | +1,011+0.9% | Added |
| Reik & Co., LLC | 113,517 | $7.07M | 1.70% | −2,890−2.5% | Reduced |
| Windle Wealth, LLC | 113,138 | $7.04M | 3.90% | +7,346+6.9% | Added |
| La Banque Postale Asset Management SA | 112,674 | $7.02M | 0.09% | −180,440−61.6% | Reduced |
| EP Wealth Advisors, LLC | 111,569 | $6.95M | 0.06% | −9,133−7.6% | Reduced |
| GLOBALT Investments LLC | 111,519 | $6.94M | 0.27% | −1,583−1.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 111,195 | $6.92M | 0.03% | −448,121−80.1% | Reduced |
| Brookstone Capital Management | 111,063 | $6.91M | 0.10% | +29,605+36.3% | Added |
| SlateStone Wealth, LLC | 110,901 | $6.91M | 0.68% | +20,578+22.8% | Added |
| Everett Harris & Co | 110,469 | $6.88M | 0.09% | +1,861+1.7% | Added |
| TCTC Holdings, LLC | 109,650 | $6.83M | 0.25% | +671+0.6% | Added |
| Moors & Cabot, Inc. | 109,648 | $6.83M | 0.32% | +1,352+1.2% | Added |
| Salem Investment Counselors Inc | 109,579 | $6.82M | 0.22% | −1,008−0.9% | Reduced |
| Alps Advisors Inc | 109,200 | $6.80M | 0.04% | −500.0% | Reduced |
| Biglari, Sardar | 108,445 | $6.75M | 15.41% | +1,811+1.7% | Added |
| Greystone Financial Group, LLC | 108,384 | $6.75M | 1.17% | +108,384 | New |
| Stablepoint Partners, LLC | 107,833 | $6.71M | 1.23% | +1,804+1.7% | Added |
| Williams Jones Wealth Management, LLC. | 107,779 | $6.71M | 0.08% | −2,687−2.4% | Reduced |
| Visionary Wealth Advisors | 107,688 | $6.70M | 0.39% | +6,083+6.0% | Added |
| AustralianSuper Pty Ltd | 107,607 | $6.70M | 0.03% | −87,732−44.9% | Reduced |
| Montecito Bank & Trust | 107,492 | $6.69M | 1.16% | −432−0.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 107,403 | $6.69M | 1.26% | −695−0.6% | Reduced |
| Fred Alger Management, LLC | 107,278 | $6.68M | 0.03% | +2,265+2.2% | Added |
| Chemung Canal Trust Co | 107,135 | $6.67M | 1.39% | −38,849−26.6% | Reduced |
| Woodmont Investment Counsel LLC | 107,090 | $6.67M | 0.49% | +418+0.4% | Added |
| Wedbush Securities Inc | 106,849 | $6.65M | 0.24% | +3,707+3.6% | Added |
| Umb Bank N A | 106,676 | $6.64M | 0.11% | −2,301−2.1% | Reduced |
| Principal Securities, Inc. | 106,126 | $6.61M | 0.15% | +4,121+4.0% | Added |
| Baxter Bros Inc | 105,678 | $6.58M | 0.86% | −3,075−2.8% | Reduced |
| Erste Asset Management GmbH | 104,313 | $6.51M | 0.08% | −175,637−62.7% | Reduced |
| Monarch Capital Management Inc | 104,542 | $6.51M | 1.78% | −376−0.4% | Reduced |
| ABN AMRO Bank N.V. | 105,560 | $6.51M | 0.09% | −45,886−30.3% | Reduced |
| Roanoke Asset Management Corp | 104,275 | $6.49M | 2.09% | −100−0.1% | Reduced |
| Bogart Wealth, LLC | 104,202 | $6.49M | 0.31% | +14,925+16.7% | Added |
| CoreCap Advisors, LLC | 103,941 | $6.47M | 0.29% | +2,357+2.3% | Added |
| Bull Street Advisors, LLC | 103,567 | $6.45M | 3.11% | +300.0% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 103,410 | $6.44M | 1.50% | +4,227+4.3% | Added |
| BDF-Gestion | 103,196 | $6.42M | 0.66% | −13,402−11.5% | Reduced |
| Rice Partnership, LLC | 102,746 | $6.40M | 1.22% | +6,793+7.1% | Added |
| Stokes Capital Advisors, LLC | 102,647 | $6.39M | 1.65% | +4,248+4.3% | Added |
| Stolper Co | 102,192 | $6.36M | 2.12% | +1,382+1.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 101,795 | $6.34M | 2.08% | +101,795 | New |
| Destination Wealth Management | 101,456 | $6.32M | 0.20% | +867+0.9% | Added |
| BCM Advisors, LLC | 100,053 | $6.32M | 1.41% | −56−0.1% | Reduced |
| Lynch & Associates | 101,113 | $6.30M | 1.37% | −191−0.2% | Reduced |
| Loomis Sayles & Co L P | 101,078 | $6.29M | 0.01% | −9,848−8.9% | Reduced |