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 |
|---|---|---|---|---|---|
| Blue Zone Wealth Advisors, LLC | 11,191 | $801.5K | 0.22% | −494−4.2% | Reduced |
| Bank of Nova Scotia Trust Co | 11,214 | $803.1K | 0.09% | −672−5.7% | Reduced |
| OMC Financial Services LTD | 11,229 | $804.2K | 0.36% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 11,217 | $804.5K | 0.29% | +238+2.2% | Added |
| West Michigan Advisors, LLC | 11,169 | $804.9K | 0.27% | −229−2.0% | Reduced |
| Rahlfs Capital, LLC | 11,264 | $806.7K | 0.81% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 11,315 | $810.0K | 0.59% | +130+1.2% | Added |
| Commonwealth Financial Services, LLC | 11,318 | $810.6K | 0.17% | +177+1.6% | Added |
| Richard W. Paul & Associates, LLC | 11,321 | $810.8K | 0.32% | −1,121−9.0% | Reduced |
| Delta Financial Group, Inc. | 11,766 | $811.0K | 0.19% | −16−0.1% | Reduced |
| Elgethun Capital Management | 11,338 | $812.0K | 0.18% | +557+5.2% | Added |
| GHP Investment Advisors, Inc. | 11,379 | $815.0K | 0.04% | +129+1.1% | Added |
| Ambassador Advisors, LLC | 11,383 | $815.3K | 0.14% | −218−1.9% | Reduced |
| Aldebaran Financial Inc. | 11,405 | $816.8K | 1.00% | +175+1.6% | Added |
| Versant Capital Management, Inc | 11,408 | $817.0K | 0.14% | +2,737+31.6% | Added |
| Geometric Wealth Advisors | 11,426 | $818.3K | 0.14% | +29+0.3% | Added |
| Eagle Strategies LLC | 11,443 | $819.6K | 0.14% | −1,952−14.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 11,368 | $820.0K | 0.07% | −73−0.6% | Reduced |
| Dark Forest Capital Management LP | 11,452 | $820.2K | 0.04% | +11,452 | New |
| Revisor Wealth Management LLC | 11,390 | $820.4K | 0.36% | +7,165+169.6% | Added |
| TFR Capital, LLC. | 11,473 | $821.7K | 0.34% | +7,410+182.4% | Added |
| Winton Group Ltd | 11,496 | $823.3K | 0.05% | −72,989−86.4% | Reduced |
| Doliver Advisors, LP | 11,501 | $823.7K | 0.23% | −2,375−17.1% | Reduced |
| Hunter Associates Investment Management LLC | 11,500 | $824.0K | 0.13% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 11,528 | $825.6K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 11,539 | $826.4K | 0.03% | +918+8.6% | Added |
| Bank of New Hampshire | 11,545 | $826.9K | 0.22% | −19−0.2% | Reduced |
| Krilogy Financial LLC | 11,548 | $827.1K | 0.05% | +584+5.3% | Added |
| Kiley Juergens Wealth Management, LLC | 11,571 | $828.7K | 0.22% | +700+6.4% | Added |
| Camden Capital, LLC | 11,585 | $829.4K | 0.09% | −2,256−16.3% | Reduced |
| Adams Wealth Management | 11,584 | $829.6K | 0.16% | −488−4.0% | Reduced |
| CacheTech Inc. | 11,584 | $829.6K | 0.16% | −488−4.0% | Reduced |
| Bradyco, Inc. | 11,615 | $831.9K | 0.63% | −750−6.1% | Reduced |
| KLCM Advisors, Inc. | 11,624 | $832.5K | 0.10% | +2,532+27.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,634 | $833.0K | 0.30% | +406+3.6% | Added |
| Connecticut Wealth Management, LLC | 11,639 | $833.6K | 0.04% | −212−1.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 11,646 | $834.1K | 0.41% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11,664 | $835.4K | 0.11% | +214+1.9% | Added |
| Mission Creek Capital Partners, Inc. | 11,672 | $836.0K | 0.20% | −976−7.7% | Reduced |
| IVC Wealth Advisors LLC | 11,679 | $836.5K | 0.45% | +413+3.7% | Added |
| Sentry Investment Management LLC | 12,235 | $837.0K | 0.57% | −10,751−46.8% | Reduced |
| Peachtree Investment Partners, LLC | 11,689 | $837.2K | 0.33% | +500+4.5% | Added |
| Neo Ivy Capital Management | 11,690 | $837.2K | 0.27% | +11,690 | New |
| AlphaCore Capital LLC | 11,611 | $837.3K | 0.07% | +11,611 | New |
| Lakeshore Financial Planning, Inc. | 11,692 | $837.5K | 0.35% | −210−1.8% | Reduced |
| Atwood & Palmer Inc | 11,716 | $839.1K | 0.06% | −150−1.3% | Reduced |
| Sather Financial Group Inc | 11,719 | $839.3K | 0.05% | +1,319+12.7% | Added |
| Sovereign Financial Group, Inc. | 11,737 | $840.6K | 0.19% | −33−0.3% | Reduced |
| Red Door Wealth Management, LLC | 11,742 | $841.0K | 0.12% | −508−4.1% | Reduced |
| Medallion Wealth Advisors, LLC | 11,721 | $841.1K | 0.38% | +1,290+12.4% | Added |
| Ferguson Shapiro LLC | 11,746 | $841.2K | 0.31% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 11,766 | $842.7K | 0.24% | −394−3.2% | Reduced |
| Redmond Asset Management, LLC | 11,786 | $844.1K | 0.22% | −188−1.6% | Reduced |
| Prestige Wealth Management Group LLC | 11,713 | $844.8K | 0.18% | +196+1.7% | Added |
| Trueblood Wealth Management, LLC | 11,817 | $846.3K | 0.39% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 11,839 | $847.9K | 0.20% | −1,228−9.4% | Reduced |
| KPP Advisory Services LLC | 11,853 | $848.9K | 0.16% | +7,289+159.7% | Added |
| FSB Premier Wealth Management, Inc. | 11,855 | $849.1K | 0.33% | −320−2.6% | Reduced |
| Apexium Financial, LP | 11,844 | $852.0K | 0.05% | +993+9.2% | Added |
| Kagan Cocozza Asset Management | 11,912 | $853.2K | 0.70% | +548+4.8% | Added |
| Patriot Investment Management Inc. | 11,932 | $854.6K | 0.06% | −706−5.6% | Reduced |
| Hendershot Investments Inc. | 11,947 | $855.6K | 0.12% | +100+0.8% | Added |
| Sit Investment Associates Inc | 11,952 | $856.0K | 0.02% | 00.0% | Unchanged |
| William Allan, LLC | 11,960 | $856.6K | 0.54% | +815+7.3% | Added |
| Horizon Family Wealth, Inc. | 11,967 | $857.0K | 0.57% | +11,967 | New |
| J. W. Coons Advisors, LLC | 12,008 | $860.0K | 0.23% | +970+8.8% | Added |
| Catalytic Wealth RIA, LLC | 12,018 | $860.7K | 0.16% | +643+5.7% | Added |
| Midland Wealth Advisors LLC | 12,021 | $860.9K | 0.05% | −703−5.5% | Reduced |
| Ransom Advisory, Ltd | 12,023 | $861.1K | 0.43% | −1,100−8.4% | Reduced |
| LM Advisors LLC | 12,108 | $867.0K | 0.16% | +67+0.6% | Added |
| First Dallas Securities Inc. | 12,120 | $868.0K | 0.36% | +203+1.7% | Added |
| Invictus Private Wealth, LLC | 12,120 | $868.0K | 0.07% | −1,244−9.3% | Reduced |
| Legacy Private Trust Co. | 12,136 | $869.2K | 0.06% | −1,281−9.5% | Reduced |
| Clear Creek Financial Management, LLC | 12,166 | $871.9K | 0.09% | +306+2.6% | Added |
| Live Oak Investment Partners | 12,189 | $873.0K | 0.69% | – | – |
| AdvisorNet Financial, Inc | 12,200 | $873.8K | 0.06% | +69+0.6% | Added |
| Alhambra Investment Partners LLC | 12,222 | $875.3K | 0.45% | −31−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 12,226 | $875.6K | 0.13% | +1,372+12.6% | Added |
| Enhancing Capital LLC | 12,230 | $875.9K | 0.70% | 00.0% | Unchanged |
| Virtu Financial LLC | 12,235 | $876.0K | 0.05% | −21,791−64.0% | Reduced |
| Seamount Financial Group Inc | 12,243 | $876.8K | 0.60% | −60−0.5% | Reduced |
| Missouri Trust & Investment Co | 12,270 | $878.8K | 0.31% | −3,820−23.7% | Reduced |
| Cromwell Holdings LLC | 12,186 | $879.0K | 0.57% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 12,275 | $879.1K | 0.46% | +32+0.3% | Added |
| WealthTrust Axiom LLC | 12,280 | $879.5K | 0.27% | +90+0.7% | Added |
| AA Financial Advisors, LLC | 12,345 | $884.2K | 0.22% | +181+1.5% | Added |
| Global Assets Advisory, LLC | 12,615 | $884.5K | 0.17% | +7,160+131.3% | Added |
| SevenBridge Financial Group, LLC | 12,732 | $885.3K | 0.17% | −945−6.9% | Reduced |
| Evernest Financial Advisors, LLC | 12,360 | $885.3K | 0.32% | +727+6.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 12,374 | $886.2K | 0.71% | −18,527−60.0% | Reduced |
| HHM Wealth Advisors, LLC | 12,393 | $887.6K | 0.12% | +1,930+18.4% | Added |
| Retirement Planning Group | 12,393 | $887.6K | 0.04% | +359+3.0% | Added |
| Signature Estate & Investment Advisors LLC | 12,397 | $887.8K | 0.02% | +5,930+91.7% | Added |
| Aries Wealth Management | 12,408 | $888.7K | 0.24% | +200+1.6% | Added |
| Robertson Stephens Wealth Management, LLC | 12,331 | $889.4K | 0.03% | +107+0.9% | Added |
| MBA Advisors LLC | 12,443 | $891.2K | 0.44% | +143+1.2% | Added |
| Atlantic Trust, LLC | 12,461 | $892.4K | 0.20% | −860−6.5% | Reduced |
| MJP Associates Inc | 12,464 | $892.6K | 0.16% | +530+4.4% | Added |
| Gilbert & Cook, Inc. | 12,469 | $893.0K | 0.13% | −1,311−9.5% | Reduced |
| JB Capital LLC | 12,469 | $893.1K | 0.05% | +141+1.1% | Added |