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 |
|---|---|---|---|---|---|
| Marietta Investment Partners LLC | 12,482 | $894.0K | 0.22% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 12,491 | $894.6K | 0.17% | +91+0.7% | Added |
| Chancellor Financial Group WB LP | 12,499 | $895.2K | 0.74% | −67−0.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 12,500 | $895.3K | 0.75% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 12,509 | $895.9K | 0.05% | +2,999+31.5% | Added |
| Estabrook Capital Management | 12,538 | $898.0K | 0.15% | −2,000−13.8% | Reduced |
| Stone Point Wealth LLC | 12,545 | $898.5K | 0.30% | −265−2.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,566 | $899.0K | 0.26% | −154−1.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 12,500 | $901.6K | 0.42% | −576−4.4% | Reduced |
| First National Bank & Trust Co of Newtown | 12,594 | $901.9K | 0.19% | −150−1.2% | Reduced |
| Hirtle Callaghan & Co LLC | 12,600 | $902.4K | 0.04% | −1,233−8.9% | Reduced |
| Freedom Day Solutions, LLC | 12,607 | $902.9K | 0.28% | −1,112−8.1% | Reduced |
| SFMG, LLC | 12,635 | $904.9K | 0.07% | +101+0.8% | Added |
| JNBA Financial Advisors | 12,662 | $906.8K | 0.09% | −705−5.3% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 12,696 | $909.0K | 0.76% | −1,025−7.5% | Reduced |
| Detalus Advisors, LLC | 12,712 | $910.4K | 0.29% | +97+0.8% | Added |
| Baldwin Investment Management, LLC | 12,770 | $914.6K | 0.11% | +3,950+44.8% | Added |
| Delta Financial Advisors LLC | 12,788 | $915.9K | 0.34% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 12,793 | $916.2K | 0.37% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 12,840 | $919.6K | 0.29% | −968−7.0% | Reduced |
| SkyOak Wealth, LLC | 12,851 | $920.4K | 0.20% | −37−0.3% | Reduced |
| Ignite Planners, LLC | 12,913 | $920.6K | 0.18% | +592+4.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 12,857 | $920.8K | 0.30% | +2,701+26.6% | Added |
| Mitchell Sinkler & Starr | 12,881 | $922.5K | 0.26% | −1,424−10.0% | Reduced |
| Westmount Partners, LLC | 12,894 | $923.4K | 0.28% | −1,465−10.2% | Reduced |
| Paladin Wealth, LLC | 12,898 | $923.8K | 0.83% | +332+2.6% | Added |
| Accredited Wealth Management, LLC | 12,839 | $926.1K | 0.78% | −50−0.4% | Reduced |
| Ashton Thomas Securities, LLC | 12,948 | $927.4K | 0.26% | +8,957+224.4% | Added |
| Bennett Selby Investments LP | 12,951 | $927.5K | 0.37% | +373+3.0% | Added |
| InTrack Investment Management Inc | 12,976 | $929.3K | 0.84% | −2,242−14.7% | Reduced |
| Jmac Enterprises LLC | 13,000 | $931.1K | 0.22% | −24,662−65.5% | Reduced |
| Alpha Family Trust | 13,020 | $932.5K | 0.54% | +5,975+84.8% | Added |
| Meridian Investment Counsel Inc. | 13,051 | $934.7K | 0.28% | +100+0.8% | Added |
| Wealth Alliance Advisory Group, LLC | 13,067 | $935.9K | 0.19% | +54+0.4% | Added |
| NFC Investments, LLC | 13,064 | $936.0K | 0.28% | 00.0% | Unchanged |
| Advocate Group LLC | 13,070 | $936.1K | 0.17% | −39−0.3% | Reduced |
| Intrua Financial, LLC | 13,078 | $936.6K | 0.15% | −435−3.2% | Reduced |
| Stonebrook Private Inc. | 13,129 | $940.3K | 0.24% | +744+6.0% | Added |
| Allegheny Financial Group LTD | 13,134 | $940.7K | 0.24% | −643−4.7% | Reduced |
| Glen Eagle Advisors, LLC | 13,151 | $941.9K | 0.16% | −902−6.4% | Reduced |
| Monetary Management Group Inc | 13,160 | $942.5K | 0.25% | −125−0.9% | Reduced |
| CTC Alternative Strategies, Ltd. | 13,170 | $943.2K | 1.15% | +13,170 | New |
| Charter Research & Investment Group, Inc. | 13,174 | $943.5K | 0.72% | 00.0% | Unchanged |
| Ballast, Inc. | 13,175 | $943.6K | 0.27% | +58+0.4% | Added |
| Peoples Bank | 13,183 | $944.0K | 0.64% | −180−1.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 13,240 | $948.2K | 0.34% | +25+0.2% | Added |
| Univest Financial Corp | 13,256 | $949.4K | 0.06% | +446+3.5% | Added |
| ACT Advisors, LLC. | 13,259 | $949.6K | 0.52% | 00.0% | Unchanged |
| Park Place Capital Corp | 13,279 | $951.0K | 0.26% | +97+0.7% | Added |
| First Financial Corp | 13,288 | $951.7K | 0.46% | −300−2.2% | Reduced |
| Peak Asset Management, LLC | 13,313 | $953.5K | 0.18% | 00.0% | Unchanged |
| New Hampshire Trust | 13,315 | $953.6K | 0.22% | +32+0.2% | Added |
| Hamilton Point Investment Advisors, LLC | 13,229 | $954.2K | 0.17% | −153−1.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 13,351 | $956.2K | 0.12% | +5,638+73.1% | Added |
| MV Capital Management, Inc. | 13,395 | $959.4K | 0.10% | −1,452−9.8% | Reduced |
| Lifeworks Advisors, LLC | 13,412 | $960.6K | 0.16% | −527−3.8% | Reduced |
| Saybrook Capital | 13,440 | $962.6K | 0.27% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 13,478 | $965.3K | 0.09% | +640+5.0% | Added |
| Smart Money Group LLC | 13,478 | $965.3K | 0.33% | +2,419+21.9% | Added |
| Childress Capital Advisors, LLC | 13,481 | $965.5K | 0.28% | −530−3.8% | Reduced |
| First Commonwealth Financial Corp | 13,482 | $965.6K | 0.23% | +13,482 | New |
| TigerOak Management, L.L.C. | 13,489 | $966.1K | 0.37% | +296+2.2% | Added |
| Cypress Point Wealth Management, LLC | 13,511 | $967.7K | 0.31% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 13,547 | $970.3K | 0.16% | −1,814−11.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,554 | $970.7K | 0.26% | 00.0% | Unchanged |
| one8zero8, LLC | 13,560 | $971.2K | 0.23% | −945−6.5% | Reduced |
| Pioneer Trust Bank N A | 13,567 | $971.7K | 0.26% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 13,590 | $973.3K | 0.25% | +90+0.7% | Added |
| Traphagen Investment Advisors LLC | 13,627 | $975.9K | 0.10% | −32−0.2% | Reduced |
| Virtue Capital Management, LLC | 13,626 | $976.2K | 0.11% | +3,703+37.3% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,640 | $976.9K | 0.01% | −465−3.3% | Reduced |
| Lathrop Investment Management Corp | 13,647 | $977.0K | 0.19% | −231−1.7% | Reduced |
| Archer Investment Corp | 13,644 | $977.2K | 0.25% | +4,151+43.7% | Added |
| Premier Path Wealth Partners, LLC | 13,658 | $978.2K | 0.15% | +358+2.7% | Added |
| Weinberger Asset Management, Inc | 13,685 | $980.1K | 0.42% | −78−0.6% | Reduced |
| Alpha Omega Wealth Management LLC | 13,707 | $981.7K | 0.19% | +477+3.6% | Added |
| Cullen Investment Group, Ltd. | 13,724 | $982.9K | 0.15% | −1,398−9.2% | Reduced |
| LifeSteps Financial, Inc. | 13,729 | $983.3K | 0.80% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 13,738 | $984.0K | 0.74% | −1,326−8.8% | Reduced |
| Tower Trust & Investment Co | 13,577 | $984.8K | 0.79% | +13,577 | New |
| Strategies Wealth Advisors, LLC | 13,774 | $986.5K | 0.12% | +13,774 | New |
| Sunbeam Capital Management, LLC | 13,692 | $987.6K | 0.94% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 13,808 | $988.9K | 0.64% | −201−1.4% | Reduced |
| Stableford Capital II LLC | 13,553 | $989.4K | 0.42% | −161−1.2% | Reduced |
| Townsend & Associates, Inc | 13,605 | $990.0K | 0.10% | 00.0% | Unchanged |
| PFG Advisors | 13,853 | $992.2K | 0.06% | +2,265+19.5% | Added |
| Carret Asset Management, LLC | 13,860 | $992.7K | 0.11% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 13,871 | $993.4K | 0.42% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 13,880 | $994.1K | 0.17% | −147−1.0% | Reduced |
| Cidel Asset Management Inc | 13,949 | $999.0K | 0.07% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 13,960 | $999.8K | 0.16% | +21+0.2% | Added |
| Bank Ozk | 13,986 | $1.00M | 0.42% | −714−4.9% | Reduced |
| Talisman Wealth Advisors LLC | 13,996 | $1.00M | 1.03% | −180−1.3% | Reduced |
| Aristotle Atlantic Partners, LLC | 14,000 | $1.00M | 0.03% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 14,009 | $1.00M | 0.07% | −37−0.3% | Reduced |
| Sierra Summit Advisors LLC | 14,051 | $1.01M | 0.22% | +14,051 | New |
| American Financial Advisors, LLC | 14,060 | $1.01M | 0.15% | +42+0.3% | Added |
| Prudent Man Advisors, LLC | 12,937 | $1.01M | 0.37% | +299+2.4% | Added |
| McAdam, LLC | 14,074 | $1.01M | 0.06% | −626−4.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 14,083 | $1.01M | 0.10% | −1,620−10.3% | Reduced |