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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 14,177 | $1.02M | 0.10% | −340−2.3% | Reduced |
| Accredited Investors Inc. | 14,215 | $1.02M | 0.06% | +200+1.4% | Added |
| Bellecapital International Ltd. | 14,221 | $1.02M | 0.20% | +800+6.0% | Added |
| Moss Adams Wealth Advisors LLC | 14,152 | $1.02M | 0.11% | +1,963+16.1% | Added |
| Jackson Square Capital, LLC | 14,263 | $1.02M | 0.33% | −1,561−9.9% | Reduced |
| Johnson & White Wealth Management, LLC | 14,290 | $1.02M | 0.57% | +293+2.1% | Added |
| YHB Investment Advisors, Inc. | 14,309 | $1.02M | 0.09% | +610+4.5% | Added |
| Roxbury Financial LLC | 14,395 | $1.03M | 1.00% | −1,193−7.7% | Reduced |
| Wiser Advisor Group LLC | 14,352 | $1.03M | 1.52% | +463+3.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14,371 | $1.03M | 0.17% | −579−3.9% | Reduced |
| Taylor Hoffman Capital Management LLC | 14,328 | $1.03M | 0.38% | +600+4.4% | Added |
| Crews Bank & Trust | 14,407 | $1.03M | 0.18% | −375−2.5% | Reduced |
| Aspiriant, LLC | 14,500 | $1.04M | 0.04% | −1,890−11.5% | Reduced |
| Continuum Advisory, LLC | 14,511 | $1.04M | 0.13% | −267−1.8% | Reduced |
| LCNB Corp | 14,528 | $1.04M | 0.38% | +699+5.1% | Added |
| Diversified Enterprises, LLC | 14,595 | $1.05M | 0.09% | +1,840+14.4% | Added |
| Berger Financial Group, Inc | 14,612 | $1.05M | 0.07% | +36+0.2% | Added |
| Ullmann Financial Group, Inc. | 14,626 | $1.05M | 0.14% | +801+5.8% | Added |
| Hilltop Partners LLC | 14,646 | $1.05M | 0.35% | −1,844−11.2% | Reduced |
| Thrive Wealth Management, LLC | 14,651 | $1.05M | 0.20% | −702−4.6% | Reduced |
| Formidable Asset Management, LLC | 14,690 | $1.05M | 0.18% | −118−0.8% | Reduced |
| Investment Partners, Ltd. | 14,747 | $1.06M | 0.44% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 14,753 | $1.06M | 0.75% | −20−0.1% | Reduced |
| Vista Wealth Management Group, LLC | 14,804 | $1.06M | 0.07% | +722+5.1% | Added |
| Mainsail Financial Group, LLC | 14,823 | $1.06M | 0.60% | +1,053+7.6% | Added |
| HBW Advisory Services LLC | 14,899 | $1.07M | 0.15% | +1,379+10.2% | Added |
| L2 Asset Management, LLC | 14,942 | $1.07M | 0.22% | +1,378+10.2% | Added |
| Quent Capital, LLC | 14,978 | $1.07M | 0.11% | +1,312+9.6% | Added |
| RKL Wealth Management LLC | 15,043 | $1.08M | 0.10% | +7,459+98.4% | Added |
| Pinnacle Bancorp, Inc. | 15,044 | $1.08M | 0.35% | +258+1.7% | Added |
| Royal Capital Wealth Management, LLC | 15,100 | $1.08M | 0.76% | 00.0% | Unchanged |
| Finward Bancorp | 15,180 | $1.09M | 0.94% | −30−0.2% | Reduced |
| Almanack Investment Partners, LLC. | 15,194 | $1.09M | 0.22% | −772−4.8% | Reduced |
| Guardian Wealth Advisors, LLC | 15,198 | $1.09M | 0.09% | +1,376+10.0% | Added |
| Accurate Wealth Management, LLC | 15,243 | $1.09M | 0.21% | +1,414+10.2% | Added |
| City State Bank | 15,209 | $1.09M | 0.36% | −2,000−11.6% | Reduced |
| Angeles Wealth Management, LLC | 15,257 | $1.09M | 0.09% | −18−0.1% | Reduced |
| Gleason Group, Inc. | 15,268 | $1.09M | 0.20% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 15,295 | $1.10M | 0.52% | −295−1.9% | Reduced |
| L.M. Kohn & Company | 15,346 | $1.10M | 0.29% | −393−2.5% | Reduced |
| Appleton Partners Inc | 15,359 | $1.10M | 0.09% | −1,400−8.4% | Reduced |
| Wealth Quarterback LLC | 15,362 | $1.10M | 0.62% | −2,306−13.1% | Reduced |
| Pictet & Cie (Europe) SA | 15,365 | $1.10M | 0.03% | −3,737−19.6% | Reduced |
| MCF Advisors LLC | 15,331 | $1.10M | 0.08% | −853−5.3% | Reduced |
| William B. Walkup & Associates, Inc. | 15,447 | $1.11M | 0.67% | +569+3.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 15,450 | $1.11M | 0.15% | −424−2.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 15,488 | $1.11M | 0.50% | 00.0% | Unchanged |
| First County Bank | 15,491 | $1.11M | 0.61% | −3,562−18.7% | Reduced |
| Calamos Wealth Management LLC | 15,579 | $1.12M | 0.06% | −187−1.2% | Reduced |
| Blueprint Investment Partners LLC | 15,596 | $1.12M | 0.20% | +11,556+286.0% | Added |
| Barlow Wealth Partners, Inc. | 15,560 | $1.12M | 0.15% | +1,000+6.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,669 | $1.12M | 0.52% | −132−0.8% | Reduced |
| Verity Asset Management, Inc. | 15,728 | $1.13M | 0.46% | +7,119+82.7% | Added |
| Telos Capital Management, Inc. | 15,766 | $1.13M | 0.12% | −402−2.5% | Reduced |
| Kestra Investment Management, LLC | 15,789 | $1.13M | 0.04% | +605+4.0% | Added |
| Bell Asset Management Ltd | 15,811 | $1.13M | 0.21% | −128,213−89.0% | Reduced |
| Darwin Advisors, LLC | 18,228 | $1.13M | 0.38% | 00.0% | Unchanged |
| Headinvest, LLC | 15,866 | $1.14M | 0.22% | +614+4.0% | Added |
| Old North State Trust, LLC | 18,306 | $1.14M | 0.73% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 15,927 | $1.14M | 0.09% | +226+1.4% | Added |
| St. Louis Trust Co | 15,962 | $1.14M | 0.17% | +3,033+23.5% | Added |
| Quotient Wealth Partners, LLC | 15,996 | $1.15M | 0.04% | −865−5.1% | Reduced |
| Harbor Investment Advisory, LLC | 16,039 | $1.15M | 0.11% | +316+2.0% | Added |
| Central Bank & Trust Co | 16,094 | $1.15M | 0.19% | +2,892+21.9% | Added |
| Mogy Joel R Investment Counsel Inc | 16,100 | $1.15M | 0.07% | −400−2.4% | Reduced |
| Baader Bank INC | 16,127 | $1.15M | 0.12% | −11,578−41.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 16,128 | $1.16M | 0.27% | +1,200+8.0% | Added |
| Security National Bank of Sioux City Iowa | 16,159 | $1.16M | 0.84% | −266−1.6% | Reduced |
| Great Lakes Advisors, LLC | 16,165 | $1.16M | 0.01% | −1,845−10.2% | Reduced |
| CFO4Life Group, LLC | 16,172 | $1.16M | 0.19% | −365−2.2% | Reduced |
| CNB Bank | 16,183 | $1.16M | 0.59% | −35−0.2% | Reduced |
| Golden State Equity Partners | 16,270 | $1.17M | 0.23% | +2,106+14.9% | Added |
| Clear Harbor Asset Management, LLC | 16,274 | $1.17M | 0.09% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 16,305 | $1.17M | 0.16% | −1,650−9.2% | Reduced |
| Mystic Asset Management, Inc. | 16,306 | $1.17M | 0.31% | +112+0.7% | Added |
| VestGen Advisors, LLC | 16,323 | $1.17M | 0.05% | +16,323 | New |
| Penserra Capital Management LLC | 16,335 | $1.17M | 0.02% | +6,141+60.2% | Added |
| Altfest L J & Co Inc | 16,328 | $1.17M | 0.15% | −108−0.7% | Reduced |
| Romano Brothers and Company | 16,345 | $1.17M | 0.15% | −25−0.2% | Reduced |
| Coco Enterprises, LLC | 17,110 | $1.17M | 0.84% | +20.0% | Added |
| EagleClaw Capital Managment, LLC | 16,354 | $1.17M | 0.18% | 00.0% | Unchanged |
| Claris Financial LLC | 18,823 | $1.17M | 0.77% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 16,723 | $1.18M | 0.13% | +880+5.6% | Added |
| Autumn Glory Partners, LLC | 16,441 | $1.18M | 0.59% | −4,266−20.6% | Reduced |
| Plancorp, LLC | 16,464 | $1.18M | 0.05% | +3,416+26.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 16,478 | $1.18M | 0.76% | −138−0.8% | Reduced |
| Wrapmanager Inc | 16,496 | $1.18M | 0.31% | +870+5.6% | Added |
| Waddell & Associates, LLC | 16,529 | $1.18M | 0.14% | −500−2.9% | Reduced |
| Heritage Wealth Advisors | 16,536 | $1.18M | 0.06% | −84−0.5% | Reduced |
| Bridgewater Advisors Inc. | 16,393 | $1.19M | 0.10% | +1,230+8.1% | Added |
| Fairvoy Private Wealth, LLC | 16,566 | $1.19M | 0.33% | −35,688−68.3% | Reduced |
| Mainstay Capital Management LLC | 16,566 | $1.19M | 0.16% | 00.0% | Unchanged |
| Signature Wealth Management Group | 16,603 | $1.19M | 0.46% | +419+2.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,608 | $1.19M | 0.42% | −274−1.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 16,675 | $1.19M | 0.67% | +1,161+7.5% | Added |
| Tradewinds, LLC. | 16,679 | $1.19M | 0.34% | +3,914+30.7% | Added |
| Opal Wealth Advisors, LLC | 16,699 | $1.20M | 0.37% | +1,301+8.4% | Added |
| Ausdal Financial Partners, Inc. | 16,742 | $1.20M | 0.09% | +2,644+18.8% | Added |
| Townsend Asset Management Corp | 16,754 | $1.20M | 0.46% | −1,395−7.7% | Reduced |
| Guerra Advisors Inc | 16,766 | $1.20M | 0.67% | −6,470−27.8% | Reduced |