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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 8,671 | $621.0K | 0.11% | +99+1.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 8,685 | $622.0K | 0.46% | −145−1.6% | Reduced |
| Michels Family Financial, LLC | 8,696 | $622.8K | 0.56% | +127+1.5% | Added |
| Fagan Associates, Inc. | 8,696 | $622.8K | 0.10% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 8,539 | $623.3K | 0.08% | +8,539 | New |
| Wilkins Miller Wealth Management, LLC | 8,707 | $623.6K | 0.47% | 00.0% | Unchanged |
| Ti-Trust, Inc | 8,715 | $624.2K | 0.41% | −911−9.5% | Reduced |
| New Republic Capital, LLC | 8,662 | $624.6K | 0.27% | +139+1.6% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 8,763 | $627.6K | 0.23% | −1,130−11.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 8,706 | $628.0K | 0.16% | +895+11.5% | Added |
| Edgestream Partners, L.P. | 8,770 | $628.1K | 0.02% | +8,770 | New |
| Revolve Wealth Partners, LLC | 8,782 | $628.9K | 0.09% | −13−0.1% | Reduced |
| Laraway Financial Inc | 8,801 | $630.3K | 0.50% | −200−2.2% | Reduced |
| Mattern Wealth Management LLC | 8,809 | $630.9K | 0.14% | +101+1.2% | Added |
| Monograph Wealth Advisors, LLC | 8,754 | $631.4K | 0.09% | −756−7.9% | Reduced |
| Birch Financial Group, LLC | 8,825 | $632.0K | 0.56% | +3,964+81.5% | Added |
| First National Bank | 8,839 | $633.0K | 0.41% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 8,777 | $633.1K | 0.08% | −14,454−62.2% | Reduced |
| Crescent Sterling, Ltd. | 8,843 | $633.3K | 0.65% | −144−1.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,848 | $633.7K | 0.28% | −32−0.4% | Reduced |
| Triad Wealth Partners, LLC | 8,852 | $634.0K | 0.20% | +864+10.8% | Added |
| Transce3nd, LLC | 8,859 | $634.6K | 0.28% | −611−6.5% | Reduced |
| Jeppson Wealth Management, LLC | 8,872 | $635.4K | 0.23% | −59−0.7% | Reduced |
| Maridea Wealth Management LLC | 8,882 | $636.1K | 0.21% | +8,882 | New |
| Liberty Wealth Management LLC | 8,908 | $638.0K | 0.12% | −87−1.0% | Reduced |
| McDonald Partners LLC | 8,913 | $638.7K | 0.17% | −978−9.9% | Reduced |
| Nicholson Wealth Management Group, LLC | 8,918 | $638.7K | 0.42% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 8,926 | $639.3K | 0.26% | +8,926 | New |
| First Affirmative Financial Network | 8,953 | $641.2K | 0.39% | +999+12.6% | Added |
| Sivia Capital Partners, LLC | 8,985 | $643.5K | 0.30% | +878+10.8% | Added |
| Patrick M Sweeney & Associates, Inc | 8,986 | $643.6K | 0.48% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 9,000 | $644.6K | 0.02% | +9,000 | New |
| Snider Financial Group | 9,022 | $646.2K | 0.21% | 00.0% | Unchanged |
| BCU Wealth Advisors, LLC | 9,046 | $647.8K | 0.34% | −467−4.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 9,084 | $650.0K | 0.15% | +2,343+34.8% | Added |
| Caldwell Sutter Capital, Inc. | 9,076 | $650.0K | 0.31% | −59−0.6% | Reduced |
| HF Advisory Group, LLC | 9,090 | $651.0K | 0.28% | +747+9.0% | Added |
| Sand Hill Global Advisors, LLC | 9,103 | $652.0K | 0.03% | +1,175+14.8% | Added |
| Horst & Graben Wealth Management LLC | 9,115 | $652.8K | 0.12% | +216+2.4% | Added |
| Maven Securities LTD | 9,200 | $658.9K | 0.14% | +5,314+136.7% | Added |
| S.A. Mason LLC | 9,202 | $659.1K | 0.35% | +500+5.7% | Added |
| Vivaldi Capital Management, LLC | 9,210 | $659.6K | 0.11% | +405+4.6% | Added |
| Cypress Wealth Services, LLC | 9,229 | $661.0K | 0.13% | −90−1.0% | Reduced |
| Koss-Olinger Consulting, LLC | 9,228 | $661.0K | 0.06% | +9,228 | New |
| Roman Butler Fullerton & Co | 9,207 | $661.6K | 0.26% | +78+0.9% | Added |
| Conscious Wealth Investments, LLC | 9,382 | $661.6K | 0.46% | −205−2.1% | Reduced |
| Cambridge Advisors Inc. | 9,248 | $662.3K | 0.15% | −800−8.0% | Reduced |
| Pinnacle Holdings, LLC | 9,249 | $662.4K | 0.25% | −1,144−11.0% | Reduced |
| Rise Advisors, LLC | 9,294 | $665.6K | 0.29% | +1,988+27.2% | Added |
| Tandem Investment Advisors, Inc. | 9,295 | $666.0K | 0.02% | −848−8.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 9,319 | $667.5K | 0.03% | +2,784+42.6% | Added |
| SRS Capital Advisors, Inc. | 9,328 | $668.1K | 0.04% | −3,826−29.1% | Reduced |
| Elevate Wealth Advisory, Inc | 9,274 | $668.9K | 0.47% | +19+0.2% | Added |
| BayBridge Capital Group, LLC | 9,341 | $669.0K | 0.48% | −13,609−59.3% | Reduced |
| Hutchinson Capital Management | 9,350 | $669.6K | 0.13% | −1,127−10.8% | Reduced |
| CVFG LLC | 9,367 | $670.9K | 0.61% | +288+3.2% | Added |
| Kathmere Capital Management, LLC | 9,416 | $674.4K | 0.06% | +1,921+25.6% | Added |
| AGH Wealth Advisors, LLC | 9,431 | $675.5K | 0.65% | +23+0.2% | Added |
| Stanley-Laman Group, Ltd. | 9,438 | $676.0K | 0.10% | −1,507−13.8% | Reduced |
| Channel Wealth LLC | 9,439 | $676.0K | 0.21% | −29,549−75.8% | Reduced |
| Second Line Capital, LLC | 9,376 | $676.3K | 0.17% | +846+9.9% | Added |
| Viawealth, LLC | 9,458 | $677.4K | 0.42% | 00.0% | Unchanged |
| Sierra Capital LLC | 9,470 | $678.0K | 0.08% | +1,101+13.2% | Added |
| Councilmark Asset Management, LLC | 9,476 | $678.7K | 0.46% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 9,478 | $678.8K | 0.01% | +3,310+53.7% | Added |
| Challenger Wealth Management | 9,503 | $680.6K | 0.54% | −1,502−13.6% | Reduced |
| Stockman Wealth Management, Inc. | 9,507 | $680.9K | 0.10% | +322+3.5% | Added |
| HCR Wealth Advisors | 9,514 | $681.4K | 0.09% | −272−2.8% | Reduced |
| Abel Hall, LLC | 9,517 | $681.6K | 0.41% | +1,737+22.3% | Added |
| Searle & Co. | 9,523 | $682.0K | 0.19% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 9,524 | $682.1K | 0.52% | −141−1.5% | Reduced |
| Congress Park Capital LLC | 9,546 | $683.7K | 0.26% | −2,440−20.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 9,554 | $684.3K | 0.47% | −572−5.6% | Reduced |
| Occidental Asset Management, LLC | 9,577 | $685.9K | 0.10% | −5−0.1% | Reduced |
| BCS Wealth Management | 9,574 | $686.0K | 0.18% | −534−5.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,589 | $687.0K | 0.04% | −232−2.4% | Reduced |
| Tributary Capital Management, LLC | 9,600 | $687.6K | 0.06% | +9,600 | New |
| Cladis Investment Advisory, LLC | 9,614 | $688.6K | 0.50% | −100−1.0% | Reduced |
| Spinnaker Investment Group, LLC | 9,639 | $690.4K | 0.16% | −334−3.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,648 | $691.0K | 0.08% | +276+2.9% | Added |
| Cross Staff Investments Inc | 9,649 | $691.1K | 0.52% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 9,668 | $692.4K | 0.06% | −184−1.9% | Reduced |
| DAGCO, Inc. | 9,702 | $694.9K | 0.22% | +31+0.3% | Added |
| Magnolia Capital Advisors LLC | 9,728 | $696.7K | 0.19% | −545−5.3% | Reduced |
| Aspen Investment Management Inc | 9,727 | $697.0K | 0.32% | +31+0.3% | Added |
| WoodTrust Financial Corp | 9,750 | $699.0K | 0.10% | −1,046−9.7% | Reduced |
| Capital Square, LLC | 9,760 | $699.0K | 0.41% | +195+2.0% | Added |
| Tarbox Family Office, Inc. | 9,769 | $699.6K | 0.12% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 9,778 | $700.3K | 0.08% | +2,048+26.5% | Added |
| Resonant Capital Advisors, LLC | 9,740 | $702.5K | 0.05% | +1,836+23.2% | Added |
| Sar Wealth Management Group, LLC | 9,827 | $703.8K | 0.47% | −30.0% | Reduced |
| Nadler Financial Group, Inc. | 9,836 | $704.5K | 0.08% | +728+8.0% | Added |
| Flynn Zito Capital Management, LLC | 9,845 | $705.1K | 0.32% | −4,407−30.9% | Reduced |
| Real Talk Capital, LLC | 9,846 | $705.2K | 0.95% | +48+0.5% | Added |
| Severin Investments, LLC | 9,851 | $705.5K | 0.71% | +111+1.1% | Added |
| Oregon Pacific Wealth Management, LLC | 9,853 | $705.7K | 0.71% | −16−0.2% | Reduced |
| Hodges Capital Management Inc. | 9,865 | $707.0K | 0.07% | −2,600−20.9% | Reduced |
| Regimen Wealth, LLC | 9,881 | $707.7K | 0.23% | 00.0% | Unchanged |
| Saratoga Research & Investment Management | 9,895 | $708.7K | 0.04% | −82,272−89.3% | Reduced |
| Gilman Hill Asset Management, LLC | 9,910 | $709.8K | 0.12% | 00.0% | Unchanged |