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 |
|---|---|---|---|---|---|
| Saxony Capital Management, LLC | 3,254 | $233.1K | 0.20% | +3,254 | New |
| Heck Capital Advisors, LLC | 3,262 | $233.6K | 0.03% | +3+0.1% | Added |
| Investment Research & Advisory Group, Inc. | 3,275 | $234.6K | 0.10% | +427+15.0% | Added |
| Northwest Financial Advisors | 3,276 | $234.6K | 0.19% | −251−7.1% | Reduced |
| Convergence Financial, LLC | 3,278 | $234.8K | 0.05% | +3,278 | New |
| Grantvest Financial Group LLC | 3,279 | $234.9K | 0.19% | 00.0% | Unchanged |
| Hobbs Wealth Management, LLC | 3,286 | $235.3K | 0.26% | −195−5.6% | Reduced |
| E&G Advisors, LP | 3,304 | $235.4K | 0.07% | −300−8.3% | Reduced |
| Transatlantique Private Wealth LLC | 3,293 | $235.8K | 0.09% | −902−21.5% | Reduced |
| Berry Wealth Group, LP | 3,299 | $236.3K | 0.18% | +3,299 | New |
| Attessa Capital LLC | 3,300 | $236.3K | 0.15% | +3,300 | New |
| Newport Capital Group, LLC | 3,304 | $236.6K | 0.17% | +21+0.6% | Added |
| Birchbrook, Inc. | 3,310 | $237.1K | 0.13% | 00.0% | Unchanged |
| North Capital, Inc. | 3,319 | $237.7K | 0.22% | +3,319 | New |
| Members Capital Advisors Inc | 3,319 | $237.7K | 0.28% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $238.0K | 0.02% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 3,324 | $238.1K | 0.01% | +3,324 | New |
| Investment Planning Advisors, Inc. | 3,330 | $238.5K | 0.10% | +99+3.1% | Added |
| Jessup Wealth Management, Inc | 3,335 | $238.8K | 0.10% | +3,335 | New |
| Lloyd Advisory Services, LLC. | 3,341 | $239.4K | 0.12% | +3,341 | New |
| Meridian Wealth Partners, LLC | 3,346 | $239.6K | 0.04% | −919−21.5% | Reduced |
| Cadinha & Co LLC | 3,348 | $239.8K | 0.05% | −7,509−69.2% | Reduced |
| Willner & Heller, LLC | 3,350 | $240.0K | 0.22% | −403−10.7% | Reduced |
| Signet Financial Management, LLC | 3,355 | $240.3K | 0.03% | −46,497−93.3% | Reduced |
| Foguth Wealth Management, LLC. | 3,358 | $240.5K | 0.06% | +3,358 | New |
| Avantra Family Wealth, Inc. | 3,361 | $240.7K | 0.23% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,370 | $241.0K | 0.05% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 3,376 | $241.8K | 0.10% | 00.0% | Unchanged |
| Strategic Point Investment Advisors, LLC | 3,380 | $242.1K | 0.04% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,381 | $242.1K | 0.02% | −592−14.9% | Reduced |
| Broadway Wealth Solutions, Inc. | 3,382 | $242.2K | 0.18% | −490−12.7% | Reduced |
| William Mack & Associates, Inc. | 3,385 | $242.4K | 0.21% | 00.0% | Unchanged |
| TLWM | 3,388 | $242.6K | 0.05% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 3,395 | $243.2K | 0.10% | −14,920−81.5% | Reduced |
| Castleark Management LLC | 3,397 | $243.3K | 0.01% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 3,400 | $243.5K | 0.06% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 3,400 | $243.5K | 0.10% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,407 | $244.0K | 0.03% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,408 | $244.1K | 0.29% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 3,417 | $244.7K | 0.23% | −14−0.4% | Reduced |
| Carolinas Wealth Consulting LLC | 3,419 | $244.9K | 0.05% | −129−3.6% | Reduced |
| Mendel Capital Management LLC | 3,421 | $245.0K | 0.15% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 3,502 | $245.1K | 0.13% | +17+0.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,425 | $245.3K | 0.01% | −7,720−69.3% | Reduced |
| Strategic Financial Concepts, LLC | 3,431 | $245.7K | 0.05% | −80−2.3% | Reduced |
| Covestor Ltd | 3,435 | $246.0K | 0.16% | +274+8.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,436 | $246.1K | 0.14% | −58−1.7% | Reduced |
| Fortune Financial Advisors, LLC | 3,436 | $246.1K | 0.21% | +196+6.0% | Added |
| NavPoint Financial, Inc. | 3,444 | $246.7K | 0.17% | +3,444 | New |
| Novak & Powell Financial Services, Inc. | 3,448 | $246.9K | 0.15% | −24−0.7% | Reduced |
| Security National Bank | 3,450 | $247.1K | 0.05% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 3,460 | $247.8K | 0.07% | +200+6.1% | Added |
| Schoolcraft Capital LLC | 3,462 | $247.9K | 0.05% | +3,462 | New |
| Intelligence Driven Advisers, LLC | 3,467 | $248.3K | 0.05% | −1,252−26.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,469 | $248.4K | 0.23% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3,450 | $248.8K | 0.14% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 3,480 | $249.2K | 0.17% | +380+12.3% | Added |
| BluePointe Capital Management, LLC | 3,463 | $249.8K | 0.10% | +3,463 | New |
| Amica Retiree Medical Trust | 3,487 | $250.0K | 0.38% | −2,966−46.0% | Reduced |
| Capula Management Ltd | 3,500 | $250.7K | 0.00% | +2,165+162.2% | Added |
| New Wave Wealth Advisors LLC | 3,501 | $250.7K | 0.11% | +4+0.1% | Added |
| Valley National Advisers Inc | 3,512 | $251.0K | 0.05% | −745−17.5% | Reduced |
| M1 Capital Management LLC | 3,509 | $251.3K | 0.16% | −78−2.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,512 | $251.5K | 0.10% | −331−8.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,537 | $251.9K | 0.05% | +3,537 | New |
| SJS Investment Consulting Inc. | 3,520 | $252.1K | 0.04% | +629+21.8% | Added |
| Beacon Capital Management, LLC | 3,520 | $252.1K | 0.03% | +114+3.3% | Added |
| Taylor Financial Group, Inc. | 3,522 | $252.2K | 0.18% | +3,522 | New |
| Swisher Financial Concepts, Inc. | 3,526 | $252.5K | 0.21% | −166−4.5% | Reduced |
| Scissortail Wealth Management, LLC | 3,532 | $253.0K | 0.06% | −100−2.8% | Reduced |
| BXM Wealth LLC | 3,532 | $253.1K | 0.30% | +144+4.3% | Added |
| Algert Global LLC | 3,537 | $253.3K | 0.01% | +3,537 | New |
| Silver Coast Investments LLC | 3,540 | $253.5K | 0.10% | −504−12.5% | Reduced |
| Buckley Wealth Management, LLC | 3,540 | $253.5K | 0.08% | +100+2.9% | Added |
| BOS Asset Management, LLC | 3,547 | $254.0K | 0.09% | +61+1.7% | Added |
| One Wealth Capital Management, LLC | 3,550 | $254.3K | 0.14% | +33+0.9% | Added |
| Pullen Investment Management, LLC | 3,552 | $254.4K | 0.16% | −603−14.5% | Reduced |
| CM Wealth Advisors LLC | 3,531 | $254.7K | 0.08% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,562 | $255.1K | 0.09% | −1,556−30.4% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,652 | $255.4K | 0.11% | +108+3.0% | Added |
| Tobias Financial Advisors, Inc. | 3,567 | $255.5K | 0.05% | +3+0.1% | Added |
| Bensler, LLC | 3,568 | $255.5K | 0.03% | −689−16.2% | Reduced |
| Redwood Financial Network Corp | 3,568 | $255.5K | 0.19% | −207−5.5% | Reduced |
| IAG Wealth Partners, LLC | 3,572 | $255.9K | 0.04% | +2,360+194.7% | Added |
| Long Run Wealth Advisors, LLC | 3,577 | $256.2K | 0.06% | +141+4.1% | Added |
| TriaGen Wealth Management LLC | 3,580 | $256.4K | 0.09% | −296−7.6% | Reduced |
| WealthBridge Capital Management, LLC | 3,585 | $256.8K | 0.07% | +238+7.1% | Added |
| Pin Oak Investment Advisors Inc | 4,398 | $257.0K | 0.20% | +605+16.0% | Added |
| Banque de Luxembourg S.A. | 3,590 | $257.1K | 0.15% | −516−12.6% | Reduced |
| Navis Wealth Advisors, LLC | 3,594 | $257.4K | 0.25% | +146+4.2% | Added |
| Tucker Asset Management LLC | 3,594 | $257.4K | 0.08% | −219−5.7% | Reduced |
| Buffington Mohr McNeal | 3,596 | $257.5K | 0.05% | −13,003−78.3% | Reduced |
| Centerline Wealth Advisors, LLC | 3,599 | $257.7K | 0.15% | +3,599 | New |
| 5th Street Advisors, LLC | 3,600 | $257.8K | 0.12% | +3,600 | New |
| IFG Advisors, LLC | 3,602 | $258.0K | 0.05% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3,604 | $258.1K | 0.12% | +41+1.2% | Added |
| Syntegra Private Wealth Group, LLC | 3,610 | $258.5K | 0.03% | +295+8.9% | Added |
| Warner Financial, Inc | 3,613 | $259.0K | 0.11% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,610 | $259.0K | 0.00% | +400+12.5% | Added |
| GF Fund Management Co. Ltd. | 3,617 | $259.1K | 0.01% | −137,218−97.4% | Reduced |