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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 6,639 | $481.7K | 0.05% | −610−8.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 6,741 | $482.8K | 0.43% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 6,766 | $484.6K | 0.52% | +294+4.5% | Added |
| Hemenway Trust Co LLC | 6,779 | $485.5K | 0.04% | −1,075−13.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 6,785 | $485.9K | 0.12% | −528−7.2% | Reduced |
| Hollow Brook Wealth Management LLC | 6,787 | $486.1K | 0.14% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 6,810 | $487.7K | 0.10% | −1,849−21.4% | Reduced |
| Delta Investment Management, LLC | 6,812 | $487.9K | 0.10% | +793+13.2% | Added |
| Fortis Group Advisors, LLC | 6,817 | $488.2K | 0.09% | +903+15.3% | Added |
| KWMG, LLC | 6,828 | $489.0K | 0.05% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 6,830 | $489.2K | 0.10% | +6,807+29,595.7% | Added |
| First Foundation Advisors | 6,851 | $490.7K | 0.02% | −2,902−29.8% | Reduced |
| Optima Capital LLC | 6,819 | $490.7K | 0.31% | +8+0.1% | Added |
| Capital Wealth Planning, LLC | 6,854 | $490.9K | 0.00% | +35+0.5% | Added |
| Elevatus Welath Management | 6,857 | $491.1K | 0.28% | +85+1.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,858 | $491.1K | 0.19% | +381+5.9% | Added |
| Alteri Wealth LLC | 6,874 | $492.3K | 0.22% | +140+2.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,876 | $492.5K | 0.02% | 00.0% | Unchanged |
| Gibson Capital, LLC | 6,880 | $492.7K | 0.10% | +378+5.8% | Added |
| M. Kraus & Co | 6,888 | $493.3K | 0.15% | 00.0% | Unchanged |
| Costello Asset Management, INC | 6,889 | $493.4K | 0.20% | +6,048+719.1% | Added |
| Marotta Asset Management | 6,866 | $493.4K | 0.10% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 6,889 | $493.4K | 0.09% | −342−4.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 6,890 | $493.5K | 0.05% | +132+2.0% | Added |
| Titleist Asset Management, LLC | 6,914 | $495.2K | 0.06% | −754−9.8% | Reduced |
| Good Steward Wealth Advisors,LLC | 6,919 | $495.5K | 0.45% | +6,919 | New |
| BKM Wealth Management, LLC | 6,929 | $496.3K | 0.20% | +159+2.3% | Added |
| Xcel Wealth Management, LLC | 6,930 | $496.3K | 0.15% | −3,200−31.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 6,931 | $496.4K | 0.12% | +123+1.8% | Added |
| Prairie Wealth Advisors, Inc. | 6,903 | $497.9K | 0.24% | 00.0% | Unchanged |
| Clarus Group, Inc. | 6,956 | $498.2K | 0.19% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 6,957 | $498.3K | 0.17% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,960 | $498.5K | 0.01% | −937−11.9% | Reduced |
| Fortress Financial Group, LLC | 6,969 | $499.1K | 0.50% | +289+4.3% | Added |
| Semus Wealth Partners LLC | 6,979 | $499.8K | 0.35% | −30−0.4% | Reduced |
| Balboa Wealth Partners | 7,024 | $503.0K | 0.12% | +287+4.3% | Added |
| Austin Private Wealth, LLC | 7,032 | $503.6K | 0.05% | +325+4.8% | Added |
| apricus wealth, LLC | 7,043 | $504.4K | 0.30% | −100−1.4% | Reduced |
| Harbour Trust & Investment Management Co | 7,046 | $504.6K | 0.06% | −500−6.6% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,077 | $506.9K | 0.61% | −1,385−16.4% | Reduced |
| Capital Performance Advisors LLP | 7,083 | $507.3K | 0.11% | +7,083 | New |
| Canopy Partners, LLC | 7,085 | $507.4K | 0.20% | +448+6.8% | Added |
| Harbor Advisory Corp | 7,092 | $507.9K | 0.17% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 7,101 | $508.6K | 0.04% | −10.0% | Reduced |
| ELCO Management Co., LLC | 7,106 | $508.9K | 0.28% | 00.0% | Unchanged |
| Vestor Capital, LLC | 7,112 | $509.0K | 0.04% | −2,221−23.8% | Reduced |
| Van Cleef Asset Management,Inc | 7,118 | $509.8K | 0.06% | −2,192−23.5% | Reduced |
| Oak Harvest Investment Services | 7,124 | $510.2K | 0.07% | −385−5.1% | Reduced |
| Quadcap Wealth Management, LLC | 7,126 | $510.4K | 0.07% | −89−1.2% | Reduced |
| HC Advisors, LLC | 7,128 | $510.6K | 0.38% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 7,129 | $510.7K | 0.11% | −368−4.9% | Reduced |
| Base Wealth Management LLC | 7,134 | $511.0K | 0.39% | +7,134 | New |
| Options Solutions, LLC | 7,156 | $512.5K | 0.25% | −127−1.7% | Reduced |
| Sound Income Strategies, LLC | 7,159 | $512.7K | 0.03% | −2,835−28.4% | Reduced |
| 1858 Wealth Management, LLC | 7,182 | $514.4K | 0.44% | −5−0.1% | Reduced |
| Union Savings Bank | 7,184 | $514.4K | 0.25% | −4−0.1% | Reduced |
| Jacobsen Capital Management | 7,184 | $514.5K | 0.22% | +1,110+18.3% | Added |
| Davis Investment Partners, LLC | 7,102 | $514.6K | 0.23% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 7,185 | $515.0K | 0.10% | −133−1.8% | Reduced |
| Jump Financial, LLC | 7,191 | $515.0K | 0.01% | −252,581−97.2% | Reduced |
| Vision Capital Management, Inc. | 7,191 | $515.0K | 0.07% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 7,200 | $516.0K | 0.06% | +7,200 | New |
| Texas Capital Bank Wealth Management Services Inc | 7,217 | $516.9K | 0.05% | +2,434+50.9% | Added |
| Spartan Planning & Wealth Management | 7,225 | $517.5K | 0.50% | +7,225 | New |
| Greenspring Advisors, LLC | 7,230 | $517.8K | 0.12% | 00.0% | Unchanged |
| First Citizens Financial Corp | 7,250 | $519.2K | 0.29% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 7,269 | $520.6K | 0.10% | −774−9.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,293 | $522.3K | 0.28% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 7,295 | $522.5K | 0.54% | −36−0.5% | Reduced |
| ORG Wealth Partners, LLC | 7,281 | $523.3K | 0.16% | +6,596+962.9% | Added |
| Marshall Financial Group LLC | 7,328 | $524.8K | 0.11% | −315−4.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7,301 | $526.0K | 0.22% | −483−6.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,349 | $526.4K | 0.10% | +34+0.5% | Added |
| Strata Wealth Advisors, LLC | 7,352 | $526.5K | 0.16% | −1,406−16.1% | Reduced |
| Evelyn Partners Asset Management Ltd | 7,357 | $526.9K | 0.15% | 00.0% | Unchanged |
| Natural Investments, LLC | 7,363 | $527.0K | 0.15% | +196+2.7% | Added |
| BankPlus Wealth Management LLC | 7,391 | $529.4K | 0.39% | +211+2.9% | Added |
| Compton Wealth Advisory Group, LLC | 7,395 | $529.7K | 0.15% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 8,517 | $530.3K | 0.10% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 7,404 | $530.3K | 0.19% | +3,555+92.4% | Added |
| Howard Financial Services, Ltd. | 7,408 | $530.5K | 0.07% | −183−2.4% | Reduced |
| Wimmer Associates 1, LLC | 7,704 | $531.3K | 0.28% | −823−9.7% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 7,425 | $531.8K | 0.08% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 7,436 | $532.5K | 0.05% | +76+1.0% | Added |
| Interchange Capital Partners, LLC | 7,437 | $532.7K | 0.15% | −336−4.3% | Reduced |
| RMR Capital Management, LLC | 7,507 | $537.7K | 0.39% | 00.0% | Unchanged |
| Resources Management Corp | 7,516 | $538.0K | 0.08% | −625−7.7% | Reduced |
| BFI Infinity Ltd. | 7,522 | $538.7K | 0.58% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 7,539 | $539.9K | 0.26% | −922−10.9% | Reduced |
| Fragasso Group Inc. | 7,544 | $540.3K | 0.04% | +334+4.6% | Added |
| Founders Grove Wealth Partners, LLC | 7,551 | $540.8K | 0.15% | −139−1.8% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,560 | $541.4K | 0.13% | +739+10.8% | Added |
| Evermay Wealth Management LLC | 7,541 | $543.1K | 0.07% | −563−6.9% | Reduced |
| Rocky Mountain Advisers, LLC | 7,598 | $544.2K | 0.17% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,600 | $544.3K | 0.11% | 00.0% | Unchanged |
| Renasant Bank | 7,600 | $544.3K | 0.36% | +566+8.0% | Added |
| 180 Wealth Advisors, LLC | 7,609 | $544.9K | 0.09% | −299−3.8% | Reduced |
| Live Oak Private Wealth LLC | 7,616 | $545.5K | 0.09% | +800+11.7% | Added |
| SOA Wealth Advisors, LLC. | 7,619 | $545.7K | 0.11% | −278−3.5% | Reduced |
| Arvest Bank Trust Division | 7,644 | $547.5K | 0.03% | +2,840+59.1% | Added |