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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 16,785 | $1.20M | 0.17% | −60−0.4% | Reduced |
| Court Place Advisors, LLC | 16,805 | $1.20M | 0.40% | −633−3.6% | Reduced |
| Proficio Capital Partners LLC | 16,831 | $1.21M | 0.09% | +5,988+55.2% | Added |
| Allen Wealth Management, LLC | 16,838 | $1.21M | 0.83% | +280+1.7% | Added |
| Blume Capital Management, Inc. | 16,840 | $1.21M | 0.27% | +30.0% | Added |
| America First Investment Advisors, LLC | 16,848 | $1.21M | 0.25% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 16,870 | $1.21M | 0.10% | +89+0.5% | Added |
| Capstone Financial Advisors, Inc. | 16,919 | $1.21M | 0.08% | −297−1.7% | Reduced |
| Venturi Wealth Management, LLC | 16,932 | $1.21M | 0.06% | −192−1.1% | Reduced |
| Mayfair Advisory Group, LLC | 16,941 | $1.21M | 0.70% | −602−3.4% | Reduced |
| GM Advisory Group, Inc. | 16,942 | $1.21M | 0.07% | −425−2.4% | Reduced |
| GeoWealth Management, LLC | 16,950 | $1.21M | 0.05% | −4,813−22.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,956 | $1.21M | 0.18% | +830+5.1% | Added |
| Wellington Shields & Co., LLC | 16,975 | $1.22M | 0.38% | −100−0.6% | Reduced |
| Core Wealth Partners LLC | 16,979 | $1.22M | 0.71% | −1,778−9.5% | Reduced |
| Provident Investment Management, Inc. | 17,000 | $1.22M | 0.11% | −700−4.0% | Reduced |
| Fiduciary Family Office, LLC | 17,000 | $1.22M | 0.41% | +17,000 | New |
| SkyView Investment Advisors, LLC | 17,000 | $1.22M | 0.18% | +4,327+34.1% | Added |
| Successful Portfolios LLC | 17,024 | $1.22M | 0.83% | 00.0% | Unchanged |
| Ninety One North America, Inc. | 17,025 | $1.22M | 0.08% | −2,717−13.8% | Reduced |
| Integrated Investment Consultants, LLC | 17,026 | $1.22M | 0.24% | −3,838−18.4% | Reduced |
| NFP Retirement, Inc. | 17,043 | $1.22M | 0.10% | −104−0.6% | Reduced |
| Ballast Advisors LLC | 17,088 | $1.22M | 0.39% | 00.0% | Unchanged |
| Grove Bank & Trust | 17,092 | $1.22M | 0.16% | +5,643+49.3% | Added |
| O'Rourke & Company, Inc | 17,093 | $1.22M | 0.61% | −856−4.8% | Reduced |
| Cornerstone National Bank & Trust Co | 17,093 | $1.22M | 0.55% | −486−2.8% | Reduced |
| ZEGA Investments, LLC | 17,095 | $1.22M | 0.36% | −60.0% | Reduced |
| Aberdeen Wealth Management LLC | 17,101 | $1.22M | 0.84% | −100−0.6% | Reduced |
| Aire Advisors, LLC | 17,121 | $1.23M | 0.26% | −754−4.2% | Reduced |
| RF&L Wealth Management, LLC | 17,130 | $1.23M | 0.88% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 17,159 | $1.23M | 0.18% | +1,435+9.1% | Added |
| Retirement Guys Formula LLC | 17,245 | $1.24M | 0.61% | +2,429+16.4% | Added |
| Thompson Siegel & Walmsley LLC | 17,283 | $1.24M | 0.02% | +2,283+15.2% | Added |
| NorthCrest Asset Manangement, LLC | 17,291 | $1.24M | 0.04% | +3,078+21.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 17,296 | $1.24M | 0.20% | +704+4.2% | Added |
| Apella Capital, LLC | 17,709 | $1.24M | 0.04% | +6,909+64.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,312 | $1.24M | 0.44% | −265−1.5% | Reduced |
| G&S Capital LLC | 17,342 | $1.24M | 0.53% | +18+0.1% | Added |
| Farmers Trust Co | 17,352 | $1.24M | 0.23% | −1,240−6.7% | Reduced |
| Means Investment Co., Inc. | 17,384 | $1.25M | 0.13% | −1,500−7.9% | Reduced |
| Culbertson A N & Co Inc | 17,446 | $1.25M | 0.20% | +337+2.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 17,470 | $1.25M | 0.59% | −24,861−58.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 17,487 | $1.25M | 0.48% | +756+4.5% | Added |
| First Command Advisory Services, Inc. | 17,494 | $1.25M | 0.01% | +264+1.5% | Added |
| Hexagon Capital Partners LLC | 17,528 | $1.26M | 0.24% | +54+0.3% | Added |
| Green Harvest Asset Management LLC | 17,564 | $1.26M | 0.03% | −2,169−11.0% | Reduced |
| Cassia Capital Partners, LLC | 17,581 | $1.26M | 0.79% | +1,236+7.6% | Added |
| Marathon Capital Management | 17,620 | $1.26M | 0.34% | −50−0.3% | Reduced |
| Bearing Point Capital, LLC | 17,620 | $1.26M | 0.27% | −505−2.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 17,623 | $1.26M | 0.66% | +749+4.4% | Added |
| Wealth Alliance | 17,631 | $1.26M | 0.15% | +2,833+19.1% | Added |
| Next Capital Management LLC | 17,646 | $1.26M | 0.61% | −10−0.1% | Reduced |
| Axq Capital, LP | 17,662 | $1.26M | 0.51% | +17,662 | New |
| Shulman DeMeo Asset Management LLC | 17,704 | $1.27M | 0.36% | +58+0.3% | Added |
| Astoria Portfolio Advisors LLC. | 17,344 | $1.27M | 0.43% | +1,146+7.1% | Added |
| Blackhawk Capital Partners LLC. | 17,771 | $1.27M | 0.66% | −7,735−30.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 17,788 | $1.27M | 0.69% | +65+0.4% | Added |
| BEAM Asset Management, LLC | 17,822 | $1.28M | 0.43% | −180−1.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 17,846 | $1.28M | 0.35% | −63−0.4% | Reduced |
| HMS Capital Management, LLC | 18,697 | $1.28M | 0.71% | −353−1.9% | Reduced |
| Financial Advisory Service, Inc. | 17,931 | $1.28M | 0.10% | −390−2.1% | Reduced |
| Spinnaker Trust | 17,963 | $1.29M | 0.08% | +390+2.2% | Added |
| Philadelphia Trust Co | 17,969 | $1.29M | 0.11% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 17,975 | $1.29M | 0.45% | +114+0.6% | Added |
| Windsor Capital Management, LLC | 17,981 | $1.29M | 0.40% | −53−0.3% | Reduced |
| Private Capital Advisors, Inc. | 18,000 | $1.29M | 0.15% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 18,069 | $1.29M | 1.73% | −207−1.1% | Reduced |
| Eagle Bay Advisors LLC | 18,030 | $1.30M | 1.10% | +117+0.7% | Added |
| Providence First Trust Co | 18,180 | $1.30M | 0.53% | 00.0% | Unchanged |
| WBH Advisory Inc | 18,203 | $1.30M | 0.12% | −523−2.8% | Reduced |
| Harold Davidson & Associates Inc. | 18,226 | $1.31M | 0.71% | −350−1.9% | Reduced |
| Somerville Kurt F | 18,230 | $1.31M | 0.23% | −1,140−5.9% | Reduced |
| Marex Group plc | 18,238 | $1.31M | 0.03% | +12,395+212.1% | Added |
| Motley Fool Wealth Management, LLC | 18,312 | $1.31M | 0.08% | −1,999−9.8% | Reduced |
| Smithfield Trust Co | 18,389 | $1.31M | 0.07% | −651−3.4% | Reduced |
| Leo Wealth, LLC | 18,366 | $1.32M | 0.19% | −13,403−42.2% | Reduced |
| Core Alternative Capital | 18,403 | $1.32M | 0.32% | −255−1.4% | Reduced |
| MONECO Advisors, LLC | 18,452 | $1.32M | 0.14% | +760+4.3% | Added |
| Hudson Value Partners, LLC | 18,466 | $1.32M | 0.50% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 18,360 | $1.32M | 0.50% | 00.0% | Unchanged |
| West Family Investments, Inc. | 18,495 | $1.32M | 0.50% | +2,741+17.4% | Added |
| 3Chopt Investment Partners, LLC | 18,390 | $1.33M | 0.35% | +18,390 | New |
| Hedeker Wealth, LLC | 18,542 | $1.33M | 0.36% | −321−1.7% | Reduced |
| Paradigm Financial Partners, LLC | 18,667 | $1.34M | 0.17% | −1,655−8.1% | Reduced |
| Meridian Financial Partners LLC | 18,673 | $1.34M | 0.68% | +120+0.6% | Added |
| Blue Fin Capital, Inc. | 18,724 | $1.34M | 0.26% | −382−2.0% | Reduced |
| Bank & Trust Co | 18,727 | $1.34M | 1.09% | −329−1.7% | Reduced |
| Cordatus Wealth Management LLC | 18,749 | $1.34M | 0.37% | +1,416+8.2% | Added |
| Emerald Advisors, LLC | 18,765 | $1.34M | 0.18% | +945+5.3% | Added |
| Alerus Financial NA | 18,767 | $1.34M | 0.11% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 18,771 | $1.34M | 0.46% | +3,459+22.6% | Added |
| M Holdings Securities, Inc. | 18,813 | $1.35M | 0.22% | +18,813 | New |
| Fiduciary Alliance LLC | 18,848 | $1.35M | 0.13% | +659+3.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,858 | $1.35M | 0.05% | −2,617−12.2% | Reduced |
| Alta Advisers Ltd | 18,860 | $1.35M | 0.58% | +6,200+49.0% | Added |
| Delta Asset Management LLC | 18,864 | $1.35M | 0.13% | −146−0.8% | Reduced |
| Davis R M Inc | 18,866 | $1.35M | 0.03% | +319+1.7% | Added |
| GSB Wealth Management, LLC | 18,882 | $1.35M | 0.36% | −49−0.3% | Reduced |
| Zullo Investment Group, Inc. | 18,914 | $1.35M | 0.58% | +293+1.6% | Added |
| Coastwise Capital Group, LLC | 18,916 | $1.35M | 1.14% | +2,956+18.5% | Added |