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 |
|---|---|---|---|---|---|
| Washington Trust Bank | 2,906 | $208.1K | 0.02% | −1,466−33.5% | Reduced |
| WP Advisors, LLC | 2,907 | $208.2K | 0.07% | +2,907 | New |
| Encompass Wealth Advisors, LLC | 2,908 | $208.3K | 0.08% | +2,908 | New |
| JSF Financial, LLC | 2,913 | $208.6K | 0.06% | +2,913 | New |
| Richmond Investment Services, LLC | 2,915 | $208.8K | 0.11% | +2,915 | New |
| Shira Ridge Wealth Management | 2,919 | $209.1K | 0.10% | +2,919 | New |
| Persium Advisors, LLC | 2,929 | $209.7K | 0.20% | −7,446−71.8% | Reduced |
| Berkshire Bank | 2,930 | $209.8K | 0.05% | +2,930 | New |
| Dynamic Technology Lab Private Ltd | 2,931 | $210.0K | 0.03% | +2,931 | New |
| Novus Advisors, LLC | 2,933 | $210.0K | 0.21% | +2,933 | New |
| Integral Investment Advisors, Inc. | 2,937 | $210.4K | 0.07% | −1,461−33.2% | Reduced |
| Wolfstich Capital, LLC | 2,952 | $211.4K | 0.19% | +2,952 | New |
| Private Client Services, LLC | 2,952 | $211.4K | 0.10% | +2,952 | New |
| Mascagni Wealth Management, Inc. | 2,962 | $212.1K | 0.21% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,964 | $212.3K | 0.03% | +2,964 | New |
| Noble Family Wealth, LLC | 2,967 | $212.5K | 0.06% | +2,967 | New |
| Hamilton Wealth, LLC | 2,967 | $212.5K | 0.05% | +2,967 | New |
| Brucke Financial, Inc. | 2,930 | $212.6K | 0.18% | +2,930 | New |
| Apollon Financial, LLC | 2,969 | $212.6K | 0.05% | +2,969 | New |
| Lauterbach Financial Advisors, LLC | 2,975 | $213.0K | 0.13% | +2,975 | New |
| Total Clarity Wealth Management, Inc. | 3,423 | $213.1K | 0.07% | 00.0% | Unchanged |
| Berkshire Money Management, Inc. | 2,976 | $213.1K | 0.02% | +2,976 | New |
| Cercano Management LLC | 2,984 | $213.7K | 0.01% | +2,984 | New |
| Affiance Financial, LLC | 2,994 | $214.4K | 0.05% | +2,994 | New |
| DMG Group, LLC | 2,995 | $214.5K | 0.17% | −538−15.2% | Reduced |
| Marathon Trading Investment Management LLC | 3,000 | $214.9K | 0.11% | −7,600−71.7% | Reduced |
| Hedges Asset Management LLC | 3,000 | $214.9K | 0.14% | −2,200−42.3% | Reduced |
| ERTS Wealth Advisors, LLC | 3,001 | $214.9K | 0.04% | −1,508−33.4% | Reduced |
| Horizon Bancorp Inc | 3,005 | $215.0K | 0.12% | −272−8.3% | Reduced |
| Youngs Advisory Group, Inc. | 2,998 | $215.0K | 0.09% | +2,998 | New |
| Aspen Wealth Strategies, LLC | 3,005 | $215.2K | 0.14% | +3,005 | New |
| Genesis Private Wealth, LLC | 3,007 | $215.4K | 0.11% | +3,007 | New |
| Southern Capital Advisors, LLC | 3,015 | $215.9K | 0.12% | +3,015 | New |
| Sage Financial Management Group, Inc. | 3,016 | $216.0K | 0.08% | +3,016 | New |
| Fosun International Ltd | 3,016 | $216.0K | 0.06% | +3,016 | New |
| Motive Wealth Advisors | 3,020 | $216.3K | 0.12% | +3,020 | New |
| Ami Investment Management Inc | 3,020 | $216.3K | 0.07% | +3,020 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 3,023 | $216.5K | 0.02% | +3,023 | New |
| Keystone Wealth Services, LLC | 3,027 | $216.8K | 0.06% | −513−14.5% | Reduced |
| New Jersey Better Educational Savings Trust | 3,028 | $216.9K | 0.42% | +3,028 | New |
| Old Second National Bank of Aurora | 3,031 | $217.1K | 0.05% | −289−8.7% | Reduced |
| Alpha Financial Partners, LLC | 3,034 | $217.3K | 0.17% | −423−12.2% | Reduced |
| Monterey Private Wealth, Inc. | 3,043 | $217.9K | 0.06% | −939−23.6% | Reduced |
| Acima Private Wealth, LLC | 3,045 | $218.1K | 0.08% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 3,053 | $218.7K | 0.02% | +3,053 | New |
| Westshore Wealth, LLC | 3,055 | $218.8K | 0.09% | +3,055 | New |
| Mission Financial Group, LLC | 2,881 | $219.1K | 0.20% | +2,881 | New |
| Topsail Wealth Management, LLC | 3,040 | $219.3K | 0.04% | +3,040 | New |
| Wagner Wealth Management, LLC | 3,062 | $219.3K | 0.05% | +3,062 | New |
| YANKCOM Partnership | 3,070 | $219.9K | 0.12% | +95+3.2% | Added |
| Andina Capital Management, LLC | 3,071 | $219.9K | 0.16% | +3,071 | New |
| NBW Capital LLC | 3,071 | $219.9K | 0.05% | +3,071 | New |
| Eagle Bluffs Wealth Management LLC | 3,056 | $220.4K | 0.12% | +3,056 | New |
| Kohmann Bosshard Financial Services, LLC | 3,088 | $221.2K | 0.03% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,089 | $221.2K | 0.03% | +3,089 | New |
| Bellevue Asset Management, LLC | 3,092 | $221.5K | 0.12% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 3,097 | $221.8K | 0.10% | +3,097 | New |
| Willis Johnson & Associates, Inc. | 3,101 | $222.1K | 0.02% | +3,101 | New |
| Hiley Hunt Wealth Management | 3,100 | $222.8K | 0.12% | +3,100 | New |
| Cutler Investment Counsel LLC | 3,096 | $223.3K | 0.03% | +3,096 | New |
| Kooman & Associates | 3,123 | $223.7K | 0.08% | +3,123 | New |
| Landing Point Financial Group, LLC | 3,123 | $223.7K | 0.17% | −320−9.3% | Reduced |
| Drum Hill Capital, LLC | 3,125 | $223.8K | 0.26% | +3,125 | New |
| Martin Capital Partners, LLC | 3,130 | $224.0K | 0.27% | −28,593−90.1% | Reduced |
| Hamilton Capital Partners Inc. | 3,140 | $224.9K | 0.01% | +3,140 | New |
| Centennial Bank | 3,143 | $225.1K | 0.11% | −25−0.8% | Reduced |
| Gill Capital Partners, LLC | 3,143 | $225.1K | 0.08% | +3,143 | New |
| Legacy Financial Group LLC | 3,156 | $226.1K | 0.03% | +3,156 | New |
| Wealth Advisory Solutions, LLC | 3,159 | $226.2K | 0.06% | −1,330−29.6% | Reduced |
| Family Management Corp | 3,161 | $226.4K | 0.04% | −500−13.7% | Reduced |
| Intrepid Financial Planning Group LLC | 3,162 | $226.5K | 0.10% | +3,162 | New |
| Sloy Dahl & Holst, LLC | 3,166 | $226.7K | 0.04% | +3,166 | New |
| Compass Financial Services Inc | 3,182 | $227.9K | 0.12% | +718+29.1% | Added |
| Ipsen Advisor Group LLC | 3,185 | $228.1K | 0.20% | −103−3.1% | Reduced |
| WMG Financial Advisors, LLC | 3,189 | $228.4K | 0.10% | +3,189 | New |
| Schmidt P J Investment Management Inc | 3,196 | $228.9K | 0.04% | −132−4.0% | Reduced |
| Rather & Kittrell, Inc. | 3,200 | $229.2K | 0.05% | +3,200 | New |
| Unio Capital LLC | 3,200 | $229.2K | 0.09% | +3,200 | New |
| Yarger Wealth Strategies, LLC | 3,201 | $229.3K | 0.13% | +3,201 | New |
| Power Wealth Management LLC | 3,203 | $229.4K | 0.09% | −280−8.0% | Reduced |
| Holcombe Financial, Inc. | 3,204 | $229.5K | 0.19% | +3,204 | New |
| Strategic Wealth Designers | 3,205 | $229.5K | 0.40% | −54,368−94.4% | Reduced |
| Prelude Capital Management, LLC | 3,205 | $229.5K | 0.02% | −20,635−86.6% | Reduced |
| Lifestyle Asset Management, Inc. | 3,206 | $229.6K | 0.13% | +3,206 | New |
| Sterling Manor Financial, LLC | 3,213 | $230.1K | 0.16% | 00.0% | Unchanged |
| Meridian Financial, LLC | 3,217 | $230.4K | 0.16% | +3,217 | New |
| Corbyn Investment Management Inc | 3,232 | $231.5K | 0.09% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 3,232 | $231.5K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,233 | $231.5K | 0.08% | −210−6.1% | Reduced |
| Ascent Capital Management, LLC | 3,233 | $231.6K | 0.23% | +3,233 | New |
| Vigilare Wealth Management | 3,234 | $231.6K | 0.09% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,242 | $232.2K | 0.11% | −592−15.4% | Reduced |
| Austin Wealth Management, LLC | 3,203 | $232.3K | 0.05% | +3,203 | New |
| Altus Wealth Group LLC | 3,244 | $232.4K | 0.11% | −58−1.8% | Reduced |
| FLC Capital Advisors | 3,245 | $232.4K | 0.05% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,246 | $232.5K | 0.08% | 00.0% | Unchanged |
| Peoples Bank | 3,248 | $232.6K | 0.15% | −1,248−27.8% | Reduced |
| Bremer Bank National Association | 3,248 | $232.6K | 0.04% | −879−21.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,250 | $232.8K | 0.05% | −670−17.1% | Reduced |
| Single Point Partners, LLC | 3,260 | $233.0K | 0.05% | +3,260 | New |