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 |
|---|---|---|---|---|---|
| Embree Financial Group | 9,926 | $710.9K | 0.12% | +36+0.4% | Added |
| Strategic Investment Solutions, Inc. | 9,959 | $713.4K | 0.21% | −218−2.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,970 | $714.1K | 0.10% | −1,239−11.1% | Reduced |
| Elk River Wealth Management, LLC | 9,900 | $714.1K | 0.13% | −80−0.8% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $716.0K | 0.39% | +10,000 | New |
| Gibson Wealth Advisors LLC | 10,000 | $716.2K | 0.57% | 00.0% | Unchanged |
| Corundum Group, Inc. | 10,009 | $716.8K | 0.34% | −8,089−44.7% | Reduced |
| Great Diamond Partners, LLC | 10,014 | $717.2K | 0.20% | −300−2.9% | Reduced |
| Schrum Private Wealth Management LLC | 10,038 | $718.9K | 0.63% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 11,551 | $719.2K | 0.22% | 00.0% | Unchanged |
| Lantz Financial LLC | 10,067 | $721.0K | 0.20% | +369+3.8% | Added |
| Centricity Wealth Management, LLC | 10,075 | $721.6K | 0.65% | −72−0.7% | Reduced |
| WNY Asset Management, LLC | 10,104 | $723.6K | 0.09% | +2,520+33.2% | Added |
| Sittner & Nelson, LLC | 10,114 | $724.4K | 0.31% | +40+0.4% | Added |
| Enterprise Financial Services Corp | 10,116 | $724.5K | 0.43% | −491−4.6% | Reduced |
| KG&L Capital Management,LLC | 10,116 | $724.5K | 0.23% | −13,115−56.5% | Reduced |
| Rossby Financial, LCC | 10,098 | $726.1K | 0.31% | +3,391+50.6% | Added |
| Webster Bank, N. A. | 10,148 | $726.8K | 0.08% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 10,149 | $726.9K | 0.04% | +16+0.2% | Added |
| Callan Capital, LLC | 10,154 | $727.3K | 0.05% | +1,411+16.1% | Added |
| Nemes Rush Group LLC | 10,197 | $730.3K | 0.09% | −504−4.7% | Reduced |
| Wills Financial Group LLC | 10,208 | $731.1K | 0.32% | +10,208 | New |
| Cim Investment Mangement Inc | 10,215 | $731.6K | 0.17% | −8−0.1% | Reduced |
| Clark Wealth Partners | 10,255 | $734.5K | 0.54% | +131+1.3% | Added |
| Argent Capital Management LLC | 10,310 | $738.4K | 0.02% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 10,276 | $738.5K | 0.10% | +3,359+48.6% | Added |
| Zhang Financial LLC | 10,313 | $738.6K | 0.04% | −278−2.6% | Reduced |
| Johnson Financial Group, Inc. | 10,260 | $740.1K | 0.04% | −2,843−21.7% | Reduced |
| Oxford Asset Management LLP | 10,335 | $740.2K | 0.34% | +743+7.7% | Added |
| Colonial River Wealth Management, LLC | 10,336 | $740.2K | 0.41% | +3,497+51.1% | Added |
| Alliance Wealth Advisors, LLC | 10,358 | $741.8K | 0.19% | −2,077−16.7% | Reduced |
| Kiker Wealth Management, LLC | 10,364 | $742.3K | 0.51% | −197−1.9% | Reduced |
| Compass Ion Advisors, LLC | 10,384 | $743.7K | 0.09% | −24−0.2% | Reduced |
| Quest Partners LLC | 10,387 | $743.9K | 0.08% | +5,741+123.6% | Added |
| Uhlmann Price Securities, LLC | 10,394 | $744.5K | 0.55% | +3,833+58.4% | Added |
| Cowa, LLC | 10,395 | $744.5K | 0.32% | −735−6.6% | Reduced |
| King Wealth | 10,396 | $745.0K | 0.11% | +246+2.4% | Added |
| Investors Research Corp | 10,419 | $746.2K | 0.16% | +1,846+21.5% | Added |
| Olistico Wealth, LLC | 10,421 | $746.4K | 0.46% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 10,429 | $746.9K | 0.01% | +890+9.3% | Added |
| N.E.W. Advisory Services LLC | 10,436 | $747.4K | 0.06% | +151+1.5% | Added |
| Dividend Assets Capital, LLC | 10,440 | $747.7K | 0.14% | +1,233+13.4% | Added |
| Elyxium Wealth, LLC | 10,442 | $747.8K | 0.33% | +10,442 | New |
| Ashford Capital Management Inc | 10,442 | $747.9K | 0.10% | 00.0% | Unchanged |
| Old Port Advisors | 10,457 | $748.9K | 0.22% | −783−7.0% | Reduced |
| Institute for Wealth Management, LLC. | 10,499 | $752.0K | 0.10% | −205−1.9% | Reduced |
| Onefund, LLC | 10,500 | $752.0K | 0.77% | +19+0.2% | Added |
| Norris Perne & French LLP | 10,526 | $753.8K | 0.06% | −656−5.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 10,566 | $756.7K | 0.18% | +1,090+11.5% | Added |
| Retirement Income Solutions, Inc | 10,567 | $756.8K | 0.16% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 10,580 | $757.7K | 0.68% | −3,040−22.3% | Reduced |
| Prentice Wealth Management LLC | 10,586 | $758.2K | 0.22% | +201+1.9% | Added |
| Gibbs Wealth Management | 10,594 | $758.8K | 0.18% | +666+6.7% | Added |
| BlueChip Wealth Advisors LLC | 10,597 | $758.9K | 0.37% | −35−0.3% | Reduced |
| Phillips Wealth Planners LLC | 10,657 | $761.2K | 0.80% | +6,940+186.7% | Added |
| Silver Oak Securities, Inc | 10,826 | $761.8K | 0.07% | +630+6.2% | Added |
| Spreng Capital Management, Inc. | 10,646 | $762.5K | 0.34% | 00.0% | Unchanged |
| L & S Advisors Inc | 10,657 | $763.3K | 0.09% | −10.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,671 | $764.3K | 0.02% | +3,988+59.7% | Added |
| Brandywine Trust Co | 10,682 | $765.0K | 0.12% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 10,686 | $765.3K | 0.87% | −126−1.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 10,689 | $765.5K | 0.06% | −394−3.6% | Reduced |
| Camden National Bank | 10,689 | $765.5K | 0.11% | +4,783+81.0% | Added |
| Fortress Wealth Group, LLC | 10,596 | $766.6K | 0.38% | +826+8.5% | Added |
| First Interstate Bank | 10,706 | $766.8K | 0.05% | −954−8.2% | Reduced |
| Highline Wealth Partners LLC | 10,738 | $769.1K | 0.26% | +189+1.8% | Added |
| Watts Gwilliam & Co., LLC | 10,758 | $770.5K | 0.17% | +880+8.9% | Added |
| Driehaus Capital Management LLC | 10,763 | $770.8K | 0.01% | +10,763 | New |
| Ellis Investment Partners, LLC | 10,778 | $771.9K | 0.16% | +300+2.9% | Added |
| United Advisor Group, LLC | 10,779 | $773.7K | 0.16% | −2,587−19.4% | Reduced |
| Richwood Investment Advisors, LLC | 10,809 | $774.1K | 0.66% | +234+2.2% | Added |
| Monument Group Wealth Advisors, LLC | 10,810 | $774.3K | 0.54% | 00.0% | Unchanged |
| Founders Capital Management | 10,834 | $775.9K | 0.50% | −4,478−29.2% | Reduced |
| Hickory Point Bank & Trust | 10,848 | $776.9K | 0.68% | +400+3.8% | Added |
| Heartland Bank & Trust Co | 10,851 | $777.1K | 0.40% | +1,440+15.3% | Added |
| Orser Capital Management, LLC | 10,868 | $778.4K | 0.62% | −100−0.9% | Reduced |
| Investment Partners Asset Management, Inc. | 10,874 | $778.8K | 0.61% | +3,126+40.3% | Added |
| Sherbrooke Park Advisers LLC | 10,875 | $778.9K | 0.36% | +10,875 | New |
| Hendley & Co Inc | 10,876 | $779.0K | 0.27% | −4,550−29.5% | Reduced |
| Savoie Capital LLC | 12,523 | $779.7K | 0.09% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 10,813 | $779.9K | 0.18% | +245+2.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,948 | $784.1K | 0.20% | +447+4.3% | Added |
| LS Investment Advisors, LLC | 10,951 | $784.3K | 0.12% | −700−6.0% | Reduced |
| Wolff Financial Management LLC | 10,979 | $786.0K | 0.22% | 00.0% | Unchanged |
| Willis Investment Counsel | 11,007 | $788.3K | 0.05% | −33−0.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 11,018 | $789.1K | 0.19% | −1,493−11.9% | Reduced |
| Round Rock Advisors, LLC | 11,020 | $789.2K | 0.15% | +63+0.6% | Added |
| Cook Wealth Management Group LLC | 11,100 | $791.3K | 0.38% | −1,600−12.6% | Reduced |
| Thoma Capital Management LLC | 11,056 | $791.8K | 0.55% | +318+3.0% | Added |
| S&CO Inc | 11,096 | $794.0K | 0.05% | −290−2.5% | Reduced |
| AIA Group Ltd | 11,100 | $795.0K | 0.02% | −11,916−51.8% | Reduced |
| Richard P Slaughter Associates Inc | 11,100 | $795.0K | 0.19% | +11,100 | New |
| Alken Asset Management Ltd. | 11,100 | $795.0K | 1.29% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 11,111 | $795.8K | 0.19% | +18+0.2% | Added |
| Cassaday & Co Wealth Management LLC | 11,132 | $797.3K | 0.02% | −1,147−9.3% | Reduced |
| Northstar Asset Management LLC | 11,155 | $798.9K | 0.19% | −280−2.4% | Reduced |
| Pure Portfolios Holdings LLC | 11,165 | $799.6K | 0.29% | +89+0.8% | Added |
| Hardin Capital Partners, LLC | 11,173 | $800.2K | 0.49% | +100+0.9% | Added |
| Bangor Savings Bank | 11,175 | $800.4K | 0.08% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 11,179 | $800.6K | 0.13% | +11,179 | New |