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 |
|---|---|---|---|---|---|
| United Bank | 84,477 | $5.26M | 2.22% | +3,589+4.4% | Added |
| Bath Savings Trust Co | 84,257 | $5.25M | 0.53% | −655−0.8% | Reduced |
| Laurel Wealth Advisors LLC | 84,227 | $5.24M | 0.82% | −204−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 84,175 | $5.24M | 0.20% | +9,455+12.7% | Added |
| Park Avenue Securities LLC | 84,080 | $5.24M | 0.05% | +10,971+15.0% | Added |
| Parallel Advisors, LLC | 83,482 | $5.20M | 0.12% | −4,296−4.9% | Reduced |
| Colonial Trust Co | 83,450 | $5.20M | 0.77% | +9,295+12.5% | Added |
| Ycg, LLC | 83,277 | $5.18M | 0.41% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 83,171 | $5.18M | 0.39% | −7,491−8.3% | Reduced |
| AlTi Global, Inc. | 82,886 | $5.16M | 0.12% | +2,025+2.5% | Added |
| Builder Investment Group Inc | 82,357 | $5.13M | 1.39% | −186−0.2% | Reduced |
| Lincoln Capital LLC | 82,324 | $5.13M | 1.08% | −485−0.6% | Reduced |
| Zions Bancorporation, N.A. | 82,242 | $5.12M | 0.32% | +20,893+34.1% | Added |
| Highland Capital Management, LLC | 81,995 | $5.11M | 0.29% | +29,675+56.7% | Added |
| Ballentine Partners, LLC | 81,972 | $5.10M | 0.09% | +1,468+1.8% | Added |
| Cardinal Capital Management | 81,801 | $5.09M | 0.80% | +360.0% | Added |
| Family Legacy, Inc. | 81,661 | $5.04M | 1.71% | +123+0.2% | Added |
| Meritage Portfolio Management | 80,668 | $5.02M | 0.31% | +379+0.5% | Added |
| Fulton Bank, N.A. | 80,605 | $5.02M | 0.19% | +4,317+5.7% | Added |
| Oakworth Capital, Inc. | 80,212 | $4.99M | 0.34% | −1,879−2.3% | Reduced |
| Sigma Planning Corp | 80,112 | $4.99M | 0.16% | −1,263−1.6% | Reduced |
| Rossmore Private Capital | 79,790 | $4.97M | 0.61% | −250.0% | Reduced |
| Citizens National Bank Trust Department | 79,697 | $4.96M | 1.05% | −1,165−1.4% | Reduced |
| Jacobs & Co | 79,697 | $4.96M | 0.50% | −12,800−13.8% | Reduced |
| TD Private Client Wealth LLC | 79,616 | $4.96M | 0.14% | +4,828+6.5% | Added |
| Headlands Technologies LLC | 79,588 | $4.96M | 0.50% | +79,588 | New |
| Lee Danner & Bass Inc | 79,495 | $4.95M | 0.39% | +10,884+15.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 79,416 | $4.94M | 0.22% | +4,249+5.7% | Added |
| Benedict Financial Advisors Inc | 79,103 | $4.92M | 1.20% | +772+1.0% | Added |
| Boston Research & Management Inc | 79,000 | $4.92M | 1.19% | −310−0.4% | Reduced |
| Birmingham Capital Management Co Inc | 78,789 | $4.91M | 1.82% | −9,145−10.4% | Reduced |
| PFG Investments, LLC | 78,673 | $4.90M | 0.30% | +8,687+12.4% | Added |
| Jackson Hole Capital Partners, LLC | 78,641 | $4.90M | 0.99% | −1,110−1.4% | Reduced |
| Aigen Investment Management, LP | 78,364 | $4.88M | 0.86% | +65,399+504.4% | Added |
| Wallace Capital Management Inc. | 78,100 | $4.86M | 0.66% | −4,583−5.5% | Reduced |
| Exencial Wealth Advisors, LLC | 77,816 | $4.84M | 0.18% | −2,328−2.9% | Reduced |
| Schulhoff & Co Inc | 77,505 | $4.83M | 2.15% | +803+1.0% | Added |
| Diversify Advisory Services, LLC | 79,004 | $4.82M | 0.27% | −14,101−15.1% | Reduced |
| Columbia Asset Management | 77,429 | $4.82M | 0.92% | −6,051−7.2% | Reduced |
| Ossiam | 77,407 | $4.82M | 0.08% | −49,714−39.1% | Reduced |
| Generali Investments, Management Co LLC | 77,237 | $4.81M | 1.24% | +77,237 | New |
| Capital Analysts, LLC | 77,153 | $4.80M | 0.19% | +12,450+19.2% | Added |
| Hilltop Holdings Inc. | 76,335 | $4.75M | 0.30% | −948−1.2% | Reduced |
| Leavell Investment Management, Inc. | 76,176 | $4.74M | 0.23% | +944+1.3% | Added |
| Concord Wealth Partners | 75,961 | $4.73M | 0.77% | +8,774+13.1% | Added |
| Hayek Kallen Investment Management | 75,937 | $4.73M | 1.72% | −334−0.4% | Reduced |
| Greenwood Capital Associates LLC | 75,681 | $4.71M | 0.61% | −20.0% | Reduced |
| BKD Wealth Advisors, LLC | 74,912 | $4.66M | 0.11% | −3,925−5.0% | Reduced |
| Atticus Wealth Management, LLC | 74,790 | $4.66M | 1.45% | −3,489−4.5% | Reduced |
| Farmers National Bank | 74,733 | $4.65M | 1.36% | +74,733 | New |
| Kingsview Wealth Management, LLC | 74,676 | $4.65M | 0.09% | +1,491+2.0% | Added |
| Chicago Capital, LLC | 74,500 | $4.64M | 0.12% | +346+0.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 74,361 | $4.63M | 0.23% | +1,317+1.8% | Added |
| Green Square Capital Advisors LLC | 74,251 | $4.62M | 0.65% | −883−1.2% | Reduced |
| First Nebraska Trust Co | 74,245 | $4.62M | 0.45% | +2,145+3.0% | Added |
| Mechanics Bank Trust Department | 74,137 | $4.62M | 0.62% | −1,627−2.1% | Reduced |
| Gladstone Institutional Advisory LLC | 73,946 | $4.60M | 0.21% | −4,673−5.9% | Reduced |
| Covington Investment Advisors Inc. | 73,828 | $4.60M | 0.69% | +664+0.9% | Added |
| Harvey Investment Co LLC | 73,718 | $4.59M | 0.53% | −255−0.3% | Reduced |
| RFP Financial Group LLC | 73,197 | $4.56M | 1.77% | −72,163−49.6% | Reduced |
| Dynamic Advisor Solutions LLC | 73,103 | $4.55M | 0.20% | −3,345−4.4% | Reduced |
| Ritholtz Wealth Management | 72,983 | $4.54M | 0.13% | +5,649+8.4% | Added |
| Banque Transatlantique SA | 73,202 | $4.53M | 0.12% | +73,202 | New |
| Ascent Group, LLC | 72,702 | $4.53M | 0.34% | −3,328−4.4% | Reduced |
| Sandhill Capital Partners LLC | 72,510 | $4.51M | 0.35% | +759+1.1% | Added |
| XTX Topco Ltd | 72,423 | $4.51M | 0.38% | +72,423 | New |
| Prudential PLC | 72,074 | $4.49M | 0.02% | +4,761+7.1% | Added |
| CCM Investment Group, LLC | 71,998 | $4.47M | 0.49% | +71,998 | New |
| Beacon Financial Group | 71,695 | $4.46M | 0.48% | −466−0.6% | Reduced |
| Proequities, Inc. | 71,986 | $4.45M | 0.25% | +165+0.2% | Added |
| NTV Asset Management LLC | 71,389 | $4.44M | 0.59% | −218−0.3% | Reduced |
| HBK Sorce Advisory LLC | 71,354 | $4.44M | 0.13% | −2,116−2.9% | Reduced |
| Aurdan Capital Management, LLC | 71,328 | $4.44M | 1.70% | +71,328 | New |
| Jacobi Capital Management LLC | 70,974 | $4.42M | 0.33% | −7,344−9.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 70,839 | $4.41M | 0.28% | +4,908+7.4% | Added |
| Howland Capital Management LLC | 70,679 | $4.40M | 0.19% | +1,664+2.4% | Added |
| Chilton Capital Management LLC | 70,298 | $4.38M | 0.18% | −594−0.8% | Reduced |
| Pitcairn Co | 70,273 | $4.38M | 0.26% | −5,601−7.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 70,225 | $4.37M | 0.29% | +6,264+9.8% | Added |
| Kennon-Green & Company, LLC | 70,103 | $4.36M | 3.77% | −655−0.9% | Reduced |
| IHT Wealth Management, LLC | 70,072 | $4.36M | 0.14% | −18,682−21.0% | Reduced |
| Shilanski & Associates, Inc. | 70,009 | $4.36M | 1.40% | −560−0.8% | Reduced |
| RBF Capital, LLC | 70,000 | $4.36M | 0.23% | 00.0% | Unchanged |
| GAMMA Investing LLC | 69,970 | $4.36M | 0.37% | −2,954−4.1% | Reduced |
| Mutual Advisors, LLC | 69,613 | $4.33M | 0.13% | −4,736−6.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 69,488 | $4.33M | 0.14% | +2,683+4.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 69,261 | $4.31M | 0.89% | +3,841+5.9% | Added |
| TSA Wealth Managment LLC | 69,171 | $4.31M | 1.75% | +103+0.1% | Added |
| Sicart Associates LLC | 68,907 | $4.29M | 1.53% | −4,880−6.6% | Reduced |
| Meeder Advisory Services, Inc. | 68,842 | $4.29M | 0.27% | +1,488+2.2% | Added |
| Leonteq Securities AG | 68,742 | $4.28M | 0.42% | +17,831+35.0% | Added |
| Philip James Wealth Mangement, LLC | 68,735 | $4.28M | 0.55% | −2,386−3.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 68,656 | $4.27M | 1.58% | −8,708−11.3% | Reduced |
| Trust Co of Vermont | 68,605 | $4.27M | 0.21% | −10,440−13.2% | Reduced |
| BancorpSouth Bank | 68,412 | $4.26M | 0.29% | −2,560−3.6% | Reduced |
| RFG Advisory, LLC | 66,923 | $4.17M | 0.12% | −5,087−7.1% | Reduced |
| Sigma Investment Counselors Inc | 66,890 | $4.16M | 0.24% | +1,018+1.5% | Added |
| Ingalls & Snyder LLC | 66,823 | $4.16M | 0.16% | −1,156−1.7% | Reduced |
| Capital Group Private Client Services, Inc. | 66,728 | $4.15M | 0.04% | +2,464+3.8% | Added |
| Concord Asset Management, LLC | 66,704 | $4.15M | 0.91% | +7,515+12.7% | Added |