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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 7,663 | $548.8K | 0.21% | +96+1.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,678 | $549.9K | 0.21% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 7,684 | $550.3K | 0.31% | 00.0% | Unchanged |
| Greenberg Financial Group | 7,247 | $551.1K | 0.23% | +7,247 | New |
| Advisor Resource Council | 11,141 | $551.2K | 0.04% | +11,141 | New |
| Empirical Asset Management, LLC | 7,705 | $551.8K | 0.19% | −108,190−93.4% | Reduced |
| Summitry LLC | 7,716 | $552.6K | 0.03% | +171+2.3% | Added |
| Charter Oak Capital Management, LLC | 7,723 | $553.2K | 0.05% | +287+3.9% | Added |
| CWS Financial Advisors, LLC | 7,739 | $554.3K | 0.18% | 00.0% | Unchanged |
| TFB Advisors LLC | 7,749 | $555.0K | 0.16% | +617+8.7% | Added |
| Acorns Advisers, LLC | 7,768 | $556.0K | 0.01% | +284+3.8% | Added |
| Cornerstone Advisory, LLC | 7,756 | $556.2K | 0.06% | +183+2.4% | Added |
| Fairscale Capital, LLC | 7,735 | $557.9K | 0.50% | −88−1.1% | Reduced |
| Beta Wealth Group, Inc. | 7,813 | $559.6K | 0.20% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 7,828 | $560.7K | 0.13% | +7,828 | New |
| Paragon Capital Management Ltd | 7,833 | $561.1K | 0.11% | 00.0% | Unchanged |
| Gladius Capital Management LP | 7,834 | $561.1K | 0.55% | −8,948−53.3% | Reduced |
| Fulcrum Capital LLC | 7,839 | $561.4K | 0.12% | +1,339+20.6% | Added |
| Inlet Private Wealth, LLC | 7,853 | $562.5K | 0.15% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 7,864 | $563.2K | 0.04% | −1,187−13.1% | Reduced |
| Cardiff Park Advisors, LLC | 7,869 | $563.6K | 0.05% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 7,874 | $563.9K | 0.04% | −400−4.8% | Reduced |
| Level Wealth Management LLC | 7,876 | $564.1K | 0.37% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 7,890 | $565.1K | 0.10% | +2,489+46.1% | Added |
| Chilton Investment Co LLC | 7,898 | $565.7K | 0.01% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 7,914 | $566.8K | 0.59% | +2,142+37.1% | Added |
| Pacitti Group Inc. | 7,863 | $566.9K | 0.27% | +215+2.8% | Added |
| Acorn Financial Advisory Services Inc | 7,924 | $567.5K | 0.10% | −225−2.8% | Reduced |
| Middleton & Co Inc | 7,925 | $567.6K | 0.07% | −150−1.9% | Reduced |
| Nautilus Advisors LLC | 7,931 | $568.0K | 0.47% | −683−7.9% | Reduced |
| Holistic Financial Partners | 7,936 | $568.4K | 0.27% | +3,783+91.1% | Added |
| Capstone Investment Advisors, LLC | 7,953 | $569.6K | 0.01% | −50,594−86.4% | Reduced |
| OneAscent Family Office, LLC | 7,968 | $570.0K | 0.53% | +4,503+130.0% | Added |
| Plotkin Financial Advisors, LLC | 7,960 | $570.1K | 0.35% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 7,971 | $570.8K | 0.17% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 7,973 | $571.0K | 0.60% | 00.0% | Unchanged |
| Breakwater Capital Group | 7,989 | $572.1K | 0.10% | +354+4.6% | Added |
| First Heartland Consultants, Inc. | 7,992 | $572.4K | 0.06% | −3,069−27.7% | Reduced |
| Montz Harcus Wealth Management LLC | 8,001 | $573.0K | 0.31% | +24+0.3% | Added |
| James J. Burns & Company, LLC | 8,007 | $573.5K | 0.10% | −205−2.5% | Reduced |
| Ayrshire Capital Management LLC | 8,060 | $577.3K | 0.28% | +3,000+59.3% | Added |
| Three Seasons Wealth, LLC | 8,017 | $578.3K | 0.29% | −30.0% | Reduced |
| Pure Financial Advisors, Inc. | 8,081 | $578.8K | 0.01% | +2,418+42.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 8,090 | $579.4K | 0.08% | −169−2.0% | Reduced |
| Coppell Advisory Solutions LLC | 8,010 | $579.5K | 0.09% | +135+1.7% | Added |
| ESL Trust Services, LLC | 8,115 | $581.2K | 0.13% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8,061 | $581.4K | 0.07% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 8,136 | $582.7K | 0.18% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 8,142 | $583.1K | 0.10% | −2,615−24.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,117 | $583.3K | 0.05% | 00.0% | Unchanged |
| Platform Technology Partners | 8,156 | $584.2K | 0.17% | +81+1.0% | Added |
| First National Corp | 8,160 | $584.4K | 0.13% | −31−0.4% | Reduced |
| Kimelman & Baird, LLC | 8,170 | $585.2K | 0.05% | 00.0% | Unchanged |
| One Capital Management, LLC | 8,171 | $585.3K | 0.02% | +415+5.4% | Added |
| Wealth Preservation Advisors, LLC | 8,195 | $586.9K | 0.42% | +8,195 | New |
| Cannon Wealth Management Services, LLC | 8,112 | $587.3K | 0.52% | −40−0.5% | Reduced |
| Affinity Capital Advisors, LLC | 8,227 | $587.6K | 0.12% | −182−2.2% | Reduced |
| SeaBridge Investment Advisors LLC | 8,215 | $588.4K | 0.13% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 8,199 | $588.6K | 0.33% | +44+0.5% | Added |
| Seeds Investor LLC | 8,234 | $589.7K | 0.17% | −1,223−12.9% | Reduced |
| Versor Investments LP | 8,255 | $591.2K | 0.10% | −9,745−54.1% | Reduced |
| Pacific Global Investment Management CO | 8,264 | $591.9K | 0.84% | −2,686−24.5% | Reduced |
| Arbor Wealth Advisors LLC | 8,267 | $592.1K | 0.53% | +20.0% | Added |
| Crescent Grove Advisors, LLC | 8,222 | $592.8K | 0.06% | −94−1.1% | Reduced |
| Novem Group | 8,286 | $593.5K | 0.08% | −276−3.2% | Reduced |
| Castleview Partners, LLC | 8,293 | $593.9K | 0.40% | +1,868+29.1% | Added |
| 360 Financial, Inc. | 8,308 | $595.0K | 0.22% | −128−1.5% | Reduced |
| Goldstream Capital Management Ltd | 8,276 | $595.7K | 0.40% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 8,326 | $596.3K | 0.28% | −1,079−11.5% | Reduced |
| Alliance Wealth Advisors, LLC | 8,327 | $596.4K | 0.35% | −5−0.1% | Reduced |
| ASB Consultores, LLC | 8,327 | $596.4K | 0.39% | +3,003+56.4% | Added |
| MOKAN Wealth Management Inc. | 8,343 | $597.4K | 0.36% | −265−3.1% | Reduced |
| BridgePort Financial Solutions, LLC | 8,349 | $598.0K | 0.27% | +135+1.6% | Added |
| Kidder Stephen W | 8,350 | $598.0K | 0.19% | −130−1.5% | Reduced |
| Northstar Advisory Group, LLC | 8,352 | $598.2K | 0.39% | −1,500−15.2% | Reduced |
| River Wealth Advisors LLC | 8,372 | $599.6K | 0.08% | −621−6.9% | Reduced |
| Financial Partners Group, LLC | 8,377 | $600.0K | 0.26% | −475−5.4% | Reduced |
| Morris Financial Concepts, Inc. | 8,393 | $601.1K | 0.25% | −191−2.2% | Reduced |
| Florida Financial Advisors, LLC | 8,396 | $601.4K | 0.24% | +833+11.0% | Added |
| Legacy Wealth Management, LLC | 8,400 | $601.6K | 0.20% | −1,227−12.7% | Reduced |
| Essex Investment Management Co LLC | 8,418 | $602.9K | 0.13% | +11+0.1% | Added |
| Yoffe Investment Management, LLC | 8,419 | $603.0K | 0.89% | −10.0% | Reduced |
| Addison Advisors LLC | 8,429 | $603.7K | 0.16% | −109−1.3% | Reduced |
| Atom Investors LP | 8,430 | $603.8K | 0.07% | −14,942−63.9% | Reduced |
| Ifrah Financial Services, Inc. | 8,431 | $603.8K | 0.17% | +21+0.2% | Added |
| Sym Financial Corp | 8,448 | $605.0K | 0.07% | −955−10.2% | Reduced |
| Whalerock Point Partners, LLC | 8,512 | $609.6K | 0.14% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 8,550 | $612.4K | 0.65% | 00.0% | Unchanged |
| GDS Wealth Management | 8,591 | $615.3K | 0.05% | +150+1.8% | Added |
| Lazard Freres Gestion S.A.S. | 8,605 | $616.0K | 0.01% | −170−1.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,615 | $617.0K | 0.22% | 00.0% | Unchanged |
| Optas, LLC | 8,626 | $617.8K | 0.11% | +943+12.3% | Added |
| Cypress Asset Management Inc | 8,629 | $618.0K | 0.17% | −16,716−66.0% | Reduced |
| Amplius Wealth Advisors, LLC | 8,639 | $618.7K | 0.06% | −196−2.2% | Reduced |
| Cornerstone Capital, Inc. | 8,640 | $618.8K | 0.07% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 8,588 | $619.0K | 0.27% | −331−3.7% | Reduced |
| Wall Street Access Asset Management, LLC | 8,649 | $619.4K | 0.25% | −817−8.6% | Reduced |
| Souders Financial Advisors | 8,650 | $619.5K | 0.09% | +2,567+42.2% | Added |
| Indie Asset Partners, LLC | 8,651 | $619.6K | 0.54% | −658−7.1% | Reduced |
| KFA Private Wealth Group, LLC | 8,669 | $620.8K | 0.22% | +2,771+47.0% | Added |