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 | 3,584 | $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 |
|---|---|---|---|---|---|
| Insight Inv LLC | 12,978 | $110.0K | 0.08% | +12,978 | New |
| Advantage Trust Co | 1,542 | $110.4K | 0.07% | −183−10.6% | Reduced |
| Whipplewood Advisors, LLC | 1,359 | $110.8K | 0.07% | −194−12.5% | Reduced |
| MPWM Advisory Solutions, LLC | 1,547 | $110.8K | 0.08% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,550 | $111.0K | 0.07% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,553 | $112.0K | 0.01% | +292+23.2% | Added |
| Pineridge Advisors LLC | 1,575 | $112.8K | 0.04% | −309−16.4% | Reduced |
| 1 North Wealth Services LLC | 1,590 | $113.9K | 0.05% | +1,590 | New |
| Strengthening Families & Communities, LLC | 1,797 | $114.4K | 0.07% | +1,714+2,065.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,600 | $114.6K | 0.01% | −1,000−38.5% | Reduced |
| Lipe & Dalton | 1,600 | $115.0K | 0.06% | 00.0% | Unchanged |
| Saudi Central Bank | 1,610 | $115.3K | 0.61% | +1,610 | New |
| Columbia River Financial Group, LLC | 1,611 | $116.0K | 0.08% | +1,611 | New |
| Crewe Advisors LLC | 1,625 | $116.4K | 0.02% | −164−9.2% | Reduced |
| Millstone Evans Group, LLC | 1,644 | $117.7K | 0.08% | +350+27.0% | Added |
| Stone House Investment Management, LLC | 1,646 | $117.9K | 0.02% | +1,646 | New |
| Smallwood Wealth Investment Management, LLC | 1,656 | $118.6K | 0.07% | +1,656 | New |
| O'Brien Wealth Partners LLC | 1,722 | $123.4K | 0.02% | +20+1.2% | Added |
| First Pacific Financial | 1,733 | $124.1K | 0.03% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,743 | $124.8K | 0.01% | −675−27.9% | Reduced |
| Synergy Investment Management, LLC | 1,782 | $127.7K | 0.05% | +74+4.3% | Added |
| Luken Investment Analytics, LLC | 1,800 | $128.9K | 0.06% | −350−16.3% | Reduced |
| Minot DeBlois Advisors LLC | 1,800 | $128.9K | 0.13% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,813 | $129.8K | 0.04% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 1,825 | $130.7K | 0.09% | +3+0.2% | Added |
| CGC Financial Services, LLC | 1,849 | $132.4K | 0.05% | −817−30.6% | Reduced |
| Sava Infond d.o.o. | 1,850 | $132.5K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 1,860 | $134.0K | 0.05% | +1,860 | New |
| Cherry Tree Wealth Management, LLC | 1,914 | $137.1K | 0.03% | +56+3.0% | Added |
| Cascades Capital Asset Management, LLC | 1,939 | $138.8K | 0.07% | +1,939 | New |
| Knott David M Jr | 2,000 | $143.2K | 0.07% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,001 | $143.3K | 0.08% | +68+3.5% | Added |
| Lowe Wealth Advisors, LLC | 2,013 | $144.2K | 0.06% | 00.0% | Unchanged |
| Belmont Capital, LLC | 2,014 | $144.3K | 0.03% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 2,029 | $145.3K | 0.14% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,038 | $145.9K | 0.08% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 2,069 | $148.2K | 0.09% | +10+0.5% | Added |
| Fiduciary Wealth Partners, LLC | 2,133 | $152.8K | 0.13% | +2,133 | New |
| Intelligent Financial Strategies | 2,133 | $153.8K | 0.08% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,162 | $154.9K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 2,175 | $155.8K | 0.12% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,197 | $157.3K | 0.03% | −284−11.4% | Reduced |
| Hopwood Financial Services, Inc. | 2,202 | $157.7K | 0.12% | −56−2.5% | Reduced |
| TruNorth Capital Management, LLC | 2,205 | $157.9K | 0.04% | +547+33.0% | Added |
| First Community Trust NA | 2,246 | $160.9K | 0.14% | 00.0% | Unchanged |
| Riverview Trust Co | 2,265 | $162.2K | 0.16% | +540+31.3% | Added |
| McClarren Financial Advisors, Inc. | 2,321 | $163.0K | 0.11% | +2,321 | New |
| WPG Advisers, LLC | 2,308 | $165.3K | 0.15% | −1,358−37.0% | Reduced |
| TSFG, LLC | 2,381 | $170.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2,409 | $172.5K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,411 | $172.7K | 0.08% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,368 | $173.3K | 0.08% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,529 | $181.2K | 0.03% | −297−10.5% | Reduced |
| IMG Wealth Management, Inc. | 2,544 | $182.2K | 0.16% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,567 | $183.8K | 0.05% | −291−10.2% | Reduced |
| UMA Financial Services, Inc. | 2,570 | $184.1K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 2,599 | $186.1K | 0.01% | −327−11.2% | Reduced |
| Bullock Wealth Management Group | 2,612 | $187.7K | 0.10% | −1,220−31.8% | Reduced |
| Atlas Capital Advisors LLC | 2,627 | $188.1K | 0.02% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 10,435 | $189.9K | 0.02% | −400−3.7% | Reduced |
| Stelac Advisory Services LLC | 2,643 | $190.2K | 0.08% | +204+8.4% | Added |
| Tobam | 2,662 | $191.0K | 0.08% | −6,606−71.3% | Reduced |
| Fourth Dimension Wealth, LLC | 2,668 | $191.1K | 0.09% | +100+3.9% | Added |
| Pflug Koory, LLC | 2,677 | $191.7K | 0.11% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,678 | $191.8K | 0.10% | −1,838−40.7% | Reduced |
| Main Street Group, LTD | 2,704 | $193.5K | 0.07% | −41−1.5% | Reduced |
| Piscataqua Savings Bank | 2,708 | $193.9K | 0.17% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,680 | $196.4K | 0.05% | +834+45.2% | Added |
| Barrett & Company, Inc. | 2,781 | $199.1K | 0.09% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,798 | $200.4K | 0.09% | +2,798 | New |
| SPC Financial, Inc. | 2,800 | $200.5K | 0.02% | +2,800 | New |
| Aua Capital Management, LLC | 2,802 | $200.7K | 0.13% | +2,802 | New |
| Boyd Wealth Management, LLC | 2,803 | $200.7K | 0.10% | +2,803 | New |
| Allegiance Financial Group Advisory Services LLC | 2,804 | $200.8K | 0.06% | +2,804 | New |
| Powell Investment Advisors, LLC | 2,789 | $201.2K | 0.10% | +2,789 | New |
| Cherrydale Wealth Management, LLC | 2,810 | $201.2K | 0.08% | +2,810 | New |
| Transcendent Capital Group LLC | 2,820 | $202.0K | 0.11% | +484+20.7% | Added |
| Ocean Capital Management, LLC | 2,828 | $202.6K | 0.05% | +2,828 | New |
| Barnes Pettey Financial Advisors, LLC | 2,836 | $203.1K | 0.16% | +2,836 | New |
| Santori & Peters | 2,840 | $203.4K | 0.08% | +2,840 | New |
| Northeast Financial Group, Inc. | 2,842 | $203.5K | 0.08% | −447−13.6% | Reduced |
| TCFG Wealth Management, LLC | 2,849 | $204.1K | 0.10% | +2,849 | New |
| Carderock Capital Management Inc | 2,850 | $204.1K | 0.05% | +2,850 | New |
| Bright Futures Wealth Management, LLC. | 2,807 | $204.2K | 0.22% | +2,807 | New |
| Acorn Creek Capital LLC | 2,853 | $204.3K | 0.10% | +2,853 | New |
| IAM Advisory, LLC | 2,856 | $204.6K | 0.05% | −805−22.0% | Reduced |
| Fusion Capital, LLC | 2,858 | $204.7K | 0.08% | +2,858 | New |
| Menard Financial Group LLC | 2,854 | $204.7K | 0.13% | −800−21.9% | Reduced |
| Legacy Financial Strategies, LLC | 2,859 | $204.8K | 0.04% | +2,859 | New |
| McRae Capital Management Inc | 2,861 | $204.9K | 0.04% | +2,861 | New |
| Accelerate Investment Advisors LLC | 2,865 | $205.2K | 0.17% | +2,865 | New |
| Goldstone Financial Group, LLC | 2,870 | $205.6K | 0.03% | +2,870 | New |
| Gateway Wealth Partners, LLC | 2,874 | $205.8K | 0.05% | +2,874 | New |
| 4WEALTH Advisors, Inc. | 2,876 | $206.0K | 0.23% | −1,452−33.5% | Reduced |
| Ceera Investments, LLC | 2,878 | $206.1K | 0.07% | +2,878 | New |
| Basepoint Wealth LLC | 2,880 | $206.3K | 0.16% | +2,880 | New |
| RD Lewis Holdings, Inc. | 2,885 | $206.7K | 0.23% | +2,885 | New |
| Insight Wealth Strategies, LLC | 2,894 | $207.3K | 0.03% | +2,894 | New |
| Patron Partners Advisors, LLC | 2,898 | $207.6K | 0.11% | +2,898 | New |
| ETF Portfolio Partners, Inc. | 2,899 | $207.6K | 0.06% | +2,899 | New |