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, Q1 2025
Institutional positions in Coca Cola Co as of Mar 31, 2025. 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
- 3,374
- +141 vs. Q4 2024
- Shares held
- 3.14B
- +53.5M (+1.7%) vs. Q4 2024
- Total value
- $225.1B
- +$32.8B (+17.1%) vs. Q4 2024
- New holders
- 259
- 1,260 more added
- Sold out
- 118
- 1,403 more reduced
55 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clayton Financial Group LLC | 5,852 | $419.1K | 0.15% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,855 | $419.3K | 0.21% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 5,789 | $420.0K | 0.16% | +1,509+35.3% | Added |
| Root Financial Partners, LLC | 5,871 | $420.5K | 0.04% | +254+4.5% | Added |
| J. L. Bainbridge & Co., Inc. | 5,875 | $420.7K | 0.04% | −62−1.0% | Reduced |
| West Oak Capital, LLC | 5,892 | $422.0K | 0.16% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 5,894 | $422.1K | 0.07% | +2,359+66.7% | Added |
| Compass Capital Corp | 5,877 | $422.5K | 0.22% | −2,602−30.7% | Reduced |
| Monticello Wealth Management, LLC | 5,913 | $423.5K | 0.04% | +205+3.6% | Added |
| Prentiss Smith & Co Inc | 5,915 | $423.6K | 0.27% | 00.0% | Unchanged |
| RW Investment Management LLC | 5,920 | $424.0K | 0.05% | −507−7.9% | Reduced |
| Wealth Management Associates, Inc. | 5,944 | $425.7K | 0.18% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,950 | $426.1K | 0.04% | +213+3.7% | Added |
| W.H. Cornerstone Investments Inc. | 5,954 | $426.4K | 0.29% | −440−6.9% | Reduced |
| Bill Few Associates, Inc. | 5,966 | $427.3K | 0.15% | +129+2.2% | Added |
| Armbruster Capital Management, Inc. | 5,979 | $428.2K | 0.09% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 5,989 | $428.9K | 0.04% | +2,773+86.2% | Added |
| American Financial & Tax Strategies Inc | 5,997 | $429.5K | 0.23% | −480−7.4% | Reduced |
| Hidden Cove Wealth Management, LLC | 5,998 | $429.6K | 0.34% | +599+11.1% | Added |
| New Century Financial Group, LLC | 6,009 | $430.3K | 0.50% | −5,713−48.7% | Reduced |
| Woodward Diversified Capital, LLC | 6,035 | $432.2K | 0.31% | +462+8.3% | Added |
| Garrett Wealth Advisory Group, LLC | 6,037 | $432.4K | 0.10% | +1,625+36.8% | Added |
| Wealth Architects, LLC | 6,043 | $432.8K | 0.05% | −269−4.3% | Reduced |
| Wealthquest Corp | 6,045 | $432.9K | 0.04% | +272+4.7% | Added |
| Blueshift Asset Management, LLC | 6,048 | $433.2K | 0.17% | +6,048 | New |
| Fountainhead AM, LLC | 6,050 | $433.3K | 0.07% | +1,041+20.8% | Added |
| Aviso Wealth Management | 6,056 | $433.8K | 0.23% | +1,728+39.9% | Added |
| Orion Investment Co | 6,083 | $435.7K | 0.18% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 6,085 | $435.8K | 0.22% | +267+4.6% | Added |
| SGL Investment Advisors, Inc. | 6,129 | $436.2K | 0.23% | +886+16.9% | Added |
| Schear Investment Advisers, LLC | 6,098 | $436.7K | 0.25% | −2,010−24.8% | Reduced |
| One Wealth Advisors, LLC | 6,058 | $437.0K | 0.07% | +6,058 | New |
| Resolute Wealth Strategies, LLC | 6,109 | $437.5K | 0.24% | −60−1.0% | Reduced |
| Archetype Wealth Partners | 6,117 | $438.0K | 0.06% | −51−0.8% | Reduced |
| Security Financial Services, INC. | 6,124 | $438.6K | 0.09% | +344+6.0% | Added |
| Oceanside Advisors LLC | 6,127 | $438.8K | 0.32% | 00.0% | Unchanged |
| Asset Planning Corporation | 6,133 | $439.2K | 0.26% | −40−0.6% | Reduced |
| Hall Laurie J Trustee | 6,150 | $440.5K | 0.16% | −100−1.6% | Reduced |
| Pines Wealth Management, LLC | 6,446 | $441.0K | 0.20% | +1,006+18.5% | Added |
| Key Client Fiduciary Advisors, LLC | 6,177 | $442.4K | 0.20% | −77−1.2% | Reduced |
| Cascade Financial Partners, LLC | 6,180 | $442.6K | 0.06% | −349−5.3% | Reduced |
| Bruce G. Allen Investments, LLC | 6,183 | $442.8K | 0.35% | −135−2.1% | Reduced |
| Frisch Financial Group, Inc. | 6,145 | $443.0K | 0.12% | +150+2.5% | Added |
| Arbor Investment Advisors, LLC | 6,195 | $443.7K | 0.06% | +1,113+21.9% | Added |
| Tiemann Investment Advisors, LLC | 6,198 | $443.9K | 0.20% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 6,209 | $444.7K | 0.19% | −37−0.6% | Reduced |
| Gould Asset Management LLC | 6,219 | $445.4K | 0.09% | +83+1.4% | Added |
| Seven Springs Wealth Group, LLC | 6,242 | $447.1K | 0.16% | +223+3.7% | Added |
| FourThought Financial Partners, LLC | 6,260 | $448.4K | 0.05% | −610−8.9% | Reduced |
| LexAurum Advisors, LLC | 6,274 | $449.3K | 0.09% | −69−1.1% | Reduced |
| Strait & Sound Wealth Management LLC | 6,274 | $449.3K | 0.21% | −60−0.9% | Reduced |
| Granite Investment Partners, LLC | 6,291 | $450.6K | 0.02% | −10−0.2% | Reduced |
| Morris Retirement Advisors, LLC | 6,299 | $451.1K | 0.24% | +1,253+24.8% | Added |
| Summit Financial Wealth Advisors, LLC | 6,326 | $453.1K | 0.09% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,342 | $454.2K | 0.23% | −188−2.9% | Reduced |
| Acropolis Investment Management, LLC | 6,357 | $455.3K | 0.03% | +44+0.7% | Added |
| SNS Financial Group, LLC | 6,315 | $455.5K | 0.05% | +148+2.4% | Added |
| waypoint wealth counsel | 6,366 | $455.9K | 0.29% | +375+6.3% | Added |
| Foster Group, Inc. | 6,370 | $456.2K | 0.02% | +1,416+28.6% | Added |
| Sunpointe, LLC | 6,326 | $456.2K | 0.24% | −440−6.5% | Reduced |
| KKM Financial LLC | 6,375 | $456.6K | 0.19% | −214−3.2% | Reduced |
| Johnson Bixby & Associates, LLC | 6,380 | $456.9K | 0.07% | 00.0% | Unchanged |
| Code Waechter LLC | 6,391 | $458.0K | 0.38% | +1,392+27.8% | Added |
| Fermata Advisors, LLC | 6,404 | $458.7K | 0.08% | +6,404 | New |
| Rosenberg Matthew Hamilton | 6,406 | $458.8K | 0.12% | +696+12.2% | Added |
| J.Safra Asset Management Corp | 6,413 | $459.3K | 0.04% | +1,285+25.1% | Added |
| Hartford Financial Management Inc. | 6,417 | $459.6K | 0.09% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 6,422 | $460.0K | 0.25% | −429−6.3% | Reduced |
| Boomfish Wealth Group, LLC | 6,424 | $460.1K | 0.30% | −264−3.9% | Reduced |
| Keebeck Wealth Management, LLC | 6,385 | $460.4K | 0.07% | +567+9.7% | Added |
| Landaas & Co | 6,432 | $461.0K | 0.13% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 6,445 | $461.6K | 0.05% | +1,331+26.0% | Added |
| Circle Wealth Management, LLC | 6,482 | $464.2K | 0.01% | +225+3.6% | Added |
| Ellenbecker Investment Group | 6,482 | $464.2K | 0.08% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 6,487 | $464.6K | 0.06% | −179−2.7% | Reduced |
| Loomis Sayles & Co L P | 6,506 | $466.0K | 0.00% | −94,572−93.6% | Reduced |
| Strategic Financial Services, Inc, | 6,512 | $466.4K | 0.03% | −337−4.9% | Reduced |
| Wallace Advisory Group, LLC | 7,495 | $466.6K | 0.32% | −18−0.2% | Reduced |
| Integras Partners LLC | 6,520 | $467.0K | 0.42% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 6,537 | $468.0K | 0.00% | −3,783−36.7% | Reduced |
| North Forty Two & Co. | 6,556 | $469.5K | 0.52% | +7+0.1% | Added |
| Planning Center, Inc. | 6,558 | $469.7K | 0.06% | +179+2.8% | Added |
| Eqis Capital Management, Inc. | 6,563 | $470.0K | 0.04% | −739−10.1% | Reduced |
| Crew Capital Management, Ltd. | 6,563 | $470.0K | 0.38% | +279+4.4% | Added |
| Legacy Edge Advisors, LLC | 6,568 | $470.4K | 0.07% | +191+3.0% | Added |
| Beacon Investment Advisory Services, Inc. | 6,568 | $470.4K | 0.02% | −603−8.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,511 | $470.4K | 0.04% | −939−12.6% | Reduced |
| Hughes Financial Services, LLC | 6,547 | $470.5K | 0.09% | +173+2.7% | Added |
| Kaydan Wealth Management, Inc. | 6,584 | $471.5K | 0.15% | −143−2.1% | Reduced |
| Brown Shipley& Co Ltd | 6,598 | $472.5K | 0.27% | 00.0% | Unchanged |
| Asset Planning,Inc | 6,613 | $473.6K | 0.37% | 00.0% | Unchanged |
| Defined Financial Planning LLC | 6,592 | $473.8K | 0.48% | +487+8.0% | Added |
| Paulson Wealth Management Inc. | 6,624 | $474.4K | 0.13% | −97−1.4% | Reduced |
| Duncker Streett & Co Inc | 6,628 | $474.7K | 0.09% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 6,631 | $474.9K | 0.07% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 6,644 | $475.8K | 0.08% | +730+12.3% | Added |
| Lodestone Wealth Management LLC | 6,650 | $476.3K | 0.25% | +27+0.4% | Added |
| Mezzasalma Advisors, LLC | 6,663 | $477.2K | 0.16% | −93−1.4% | Reduced |
| Shufro Rose & Co LLC | 6,700 | $479.9K | 0.04% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 6,706 | $481.0K | 0.00% | +6,706 | New |