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
- 3,375
- +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
- 1,261 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Accordant Advisory Group Inc | 513 | $36.7K | 0.04% | −62−10.8% | Reduced |
| Consultiva Wealth Management, Corp. | 514 | $36.8K | 0.13% | 00.0% | Unchanged |
| Horizons Wealth Management | 525 | $37.6K | 0.03% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 533 | $38.2K | 0.00% | −37,761−98.6% | Reduced |
| Private Wealth Management Group, LLC | 547 | $39.2K | 0.01% | −156−22.2% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 553 | $39.6K | 0.02% | +553 | New |
| Red Tortoise LLC | 568 | $40.7K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 577 | $41.3K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 580 | $41.5K | 0.01% | +580 | New |
| McIlrath & Eck, LLC | 585 | $41.9K | 0.01% | −3,300−84.9% | Reduced |
| SIMA Wealth Partners, LLC | 585 | $41.9K | 0.03% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 600 | $42.0K | 0.00% | +600 | New |
| Holos Integrated Wealth LLC | 592 | $42.4K | 0.03% | −450−43.2% | Reduced |
| PSI Advisors, LLC | 612 | $43.8K | 0.01% | −661−51.9% | Reduced |
| Retirement Wealth Solutions LLC | 613 | $43.9K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 616 | $44.0K | 0.01% | +424+220.8% | Added |
| Creekmur Asset Management LLC | 621 | $44.5K | 0.01% | −8−1.3% | Reduced |
| Financial Connections Group, Inc. | 656 | $47.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 669 | $48.0K | 0.02% | −1,715−71.9% | Reduced |
| Flaharty Asset Management, LLC | 681 | $48.8K | 0.01% | +681 | New |
| DHJJ Financial Advisors, Ltd. | 700 | $50.1K | 0.02% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 700 | $50.1K | 0.05% | 00.0% | Unchanged |
| Hara Capital LLC | 723 | $51.8K | 0.03% | +32+4.6% | Added |
| Putney Financial Group LLC | 755 | $54.1K | 0.06% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 760 | $54.4K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 761 | $54.5K | 0.01% | +191+33.5% | Added |
| NCP Inc. | 767 | $54.9K | 0.07% | −2,804−78.5% | Reduced |
| Gold Investment Management Ltd. | 769 | $55.1K | 0.02% | +587+322.5% | Added |
| Tidemark, LLC | 791 | $56.7K | 0.02% | +73+10.2% | Added |
| Pandora Wealth, Inc. | 799 | $57.2K | 0.04% | +799 | New |
| FSC Wealth Advisors, LLC | 823 | $58.9K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 829 | $59.4K | 0.02% | +25+3.1% | Added |
| 1620 Investment Advisors, Inc. | 865 | $62.0K | 0.05% | −59−6.4% | Reduced |
| Financial Avengers, Inc. | 871 | $62.4K | 0.03% | −35−3.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 881 | $63.1K | 0.05% | +881 | New |
| MJT & Associates Financial Advisory Group, Inc. | 881 | $63.1K | 0.06% | +881 | New |
| Studio Investment Management LLC | 886 | $64.0K | 0.01% | −305−25.6% | Reduced |
| PrairieView Partners, LLC | 908 | $65.0K | 0.01% | +100+12.4% | Added |
| Dunhill Financial, LLC | 910 | $65.2K | 0.03% | +477+110.2% | Added |
| High Note Wealth, LLC | 924 | $66.2K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 929 | $66.5K | 0.10% | +929 | New |
| HighMark Wealth Management LLC | 947 | $67.8K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 955 | $68.4K | 0.13% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 958 | $68.6K | 0.02% | +65+7.3% | Added |
| Dogwood Wealth Management LLC | 952 | $68.7K | 0.04% | +242+34.1% | Added |
| Mechanics Financial Corp | 980 | $70.2K | 0.03% | +180+22.5% | Added |
| Vega Investment Solutions | 970 | $70.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 986 | $70.6K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 993 | $71.1K | 0.08% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 994 | $71.2K | 0.03% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 995 | $71.3K | 0.06% | +995 | New |
| Maryland Capital Advisors Inc. | 1,000 | $71.6K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 1,000 | $71.6K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 1,035 | $74.1K | 0.02% | −269−20.6% | Reduced |
| Sierra Ocean, LLC | 1,050 | $75.2K | 0.06% | +96+10.1% | Added |
| Clarity Asset Management, Inc. | 1,057 | $75.7K | 0.05% | −215−16.9% | Reduced |
| Chesapeake Asset Management LLC | 1,080 | $77.4K | 0.07% | −12−1.1% | Reduced |
| Western Pacific Wealth Management, LP | 1,081 | $77.4K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,111 | $79.6K | 0.00% | −12−1.1% | Reduced |
| Cypress Capital Management LLC (WY) | 1,118 | $80.1K | 0.10% | +1,118 | New |
| Tradewinds Capital Management, LLC | 1,136 | $81.4K | 0.02% | −15−1.3% | Reduced |
| American Capital Advisory, LLC | 1,140 | $81.6K | 0.04% | +43+3.9% | Added |
| Curat Global, LLC | 1,140 | $81.6K | 0.10% | +1,140 | New |
| Fortitude Family Office, LLC | 1,152 | $82.5K | 0.03% | −1,824−61.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,163 | $83.3K | 0.09% | +23+2.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,171 | $83.9K | 0.06% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,179 | $84.4K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,191 | $85.3K | 0.03% | +15+1.3% | Added |
| Future Financial Wealth Managment LLC | 1,202 | $86.1K | 0.06% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,208 | $86.5K | 0.01% | +1,034+594.3% | Added |
| Financial Freedom, LLC | 1,208 | $86.5K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,209 | $86.6K | 0.06% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1,212 | $86.8K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,209 | $87.0K | 0.04% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1,239 | $88.7K | 0.07% | +30+2.5% | Added |
| Byrne Asset Management LLC | 1,265 | $90.6K | 0.07% | – | – |
| Greenline Partners, LLC | 1,268 | $90.8K | 0.01% | +22+1.8% | Added |
| Stuart Chaussee & Associates, Inc. | 1,270 | $91.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,292 | $92.5K | 0.04% | −300−18.8% | Reduced |
| Islay Capital Management, LLC | 1,300 | $93.1K | 0.06% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 1,332 | $94.9K | 0.06% | −130−8.9% | Reduced |
| Conquis Financial LLC | 1,350 | $97.4K | 0.10% | −95−6.6% | Reduced |
| Financial Life Planners | 1,407 | $100.7K | 0.10% | −244−14.8% | Reduced |
| Avion Wealth | 1,631 | $101.0K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 1,423 | $101.9K | 0.03% | +758+114.0% | Added |
| Global Wealth Strategies & Associates | 1,438 | $103.0K | 0.03% | +295+25.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 1,445 | $103.0K | 0.09% | +1,445 | New |
| Investment Management Corp | 1,439 | $103.1K | 0.09% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 1,449 | $103.8K | 0.03% | +103+7.7% | Added |
| Elite Financial, Inc. | 1,447 | $104.0K | 0.05% | +1,447 | New |
| Breakwater Investment Management | 1,472 | $105.4K | 0.05% | −2,064−58.4% | Reduced |
| Roble, Belko & Company, Inc | 1,474 | $106.0K | 0.02% | +464+45.9% | Added |
| AllSquare Wealth Management LLC | 1,496 | $107.1K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,499 | $107.3K | 0.05% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,500 | $107.4K | 0.08% | −100−6.3% | Reduced |
| Slocum, Gordon & Co LLP | 1,500 | $107.4K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 1,521 | $108.9K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,522 | $109.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,531 | $109.7K | 0.01% | −1,485−49.2% | Reduced |
| Dixon Mitchell Investment Counsel Inc. | 1,521 | $109.7K | 0.00% | 00.0% | Unchanged |