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 |
|---|---|---|---|---|---|
| Wells Trecaso Financial Group, LLC | 3,623 | $259.5K | 0.09% | +7+0.2% | Added |
| McLean Asset Management Corp | 3,798 | $259.8K | 0.09% | −787−17.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,629 | $259.9K | 0.24% | −5,129−58.6% | Reduced |
| PFS Partners, LLC | 3,631 | $260.1K | 0.14% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 3,589 | $260.3K | 0.17% | −85−2.3% | Reduced |
| National Wealth Management Group, LLC | 3,638 | $260.6K | 0.17% | +3,638 | New |
| Capital Insight Partners, LLC | 3,643 | $260.9K | 0.05% | 00.0% | Unchanged |
| Fca Corp | 3,647 | $261.2K | 0.08% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,658 | $262.0K | 0.02% | +121+3.4% | Added |
| USA Financial Portformulas Corp | 3,659 | $262.1K | 0.04% | +3,659 | New |
| Johnson Financial Group, LLC | 3,660 | $262.1K | 0.03% | +3,660 | New |
| Horan Capital Advisors, LLC. | 3,667 | $262.7K | 0.09% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3,671 | $262.9K | 0.07% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 3,672 | $263.0K | 0.12% | +11+0.3% | Added |
| GenTrust, LLC | 3,659 | $263.9K | 0.01% | −152−4.0% | Reduced |
| Richardson Financial Services Inc. | 3,686 | $264.0K | 0.20% | +208+6.0% | Added |
| Aufman Associates Inc | 3,693 | $264.5K | 0.18% | −300−7.5% | Reduced |
| Vantage Financial Partners, LLC | 3,695 | $264.6K | 0.07% | +224+6.5% | Added |
| Insight 2811, Inc. | 3,700 | $265.0K | 0.13% | −33−0.9% | Reduced |
| Nova R Wealth, Inc. | 3,700 | $265.0K | 0.13% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 3,709 | $265.6K | 0.15% | −6,630−64.1% | Reduced |
| US Asset Management LLC | 3,721 | $266.0K | 0.25% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,720 | $266.4K | 0.18% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,725 | $266.8K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,726 | $266.8K | 0.05% | −663−15.1% | Reduced |
| Cobblestone Asset Management LLC | 3,729 | $267.1K | 0.16% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 3,754 | $267.5K | 0.02% | +1,040+38.3% | Added |
| Greenup Street Wealth Management LLC | 3,735 | $267.6K | 0.05% | −368−9.0% | Reduced |
| Well Done, LLC | 4,299 | $267.7K | 0.05% | −195−4.3% | Reduced |
| Dodds Wealth, LLC | 3,740 | $267.8K | 0.09% | 00.0% | Unchanged |
| BFSG, LLC | 3,741 | $267.9K | 0.03% | −96−2.5% | Reduced |
| Iron Financial, LLC | 3,742 | $268.0K | 0.15% | 00.0% | Unchanged |
| Benin Management CORP | 3,751 | $268.6K | 0.08% | −23−0.6% | Reduced |
| MKT Advisors LLC | 3,931 | $268.8K | 0.13% | +22+0.6% | Added |
| KC Investment Advisors, LLC | 3,757 | $269.1K | 0.06% | −350−8.5% | Reduced |
| Optivise Advisory Services LLC | 3,759 | $269.2K | 0.15% | −1,703−31.2% | Reduced |
| Post Resch Tallon Group Inc. | 3,766 | $269.7K | 0.28% | −130−3.3% | Reduced |
| Burns Matteson Capital Management, LLC | 3,768 | $269.9K | 0.15% | −196−4.9% | Reduced |
| Socha Financial Group, LLC | 3,770 | $270.0K | 0.13% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,773 | $270.3K | 0.05% | −23−0.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,776 | $270.4K | 0.06% | −4,915−56.6% | Reduced |
| RWM Asset Management, LLC | 3,782 | $270.8K | 0.04% | −129−3.3% | Reduced |
| Noesis Capital Mangement Corp | 3,794 | $271.7K | 0.05% | +3,794 | New |
| Cascade Investment Group, Inc. | 3,796 | $271.9K | 0.21% | +56+1.5% | Added |
| Shakespeare Wealth Management, Inc. | 3,820 | $273.6K | 0.07% | +10.0% | Added |
| ABLE Financial Group, LLC | 3,829 | $274.2K | 0.08% | +81+2.2% | Added |
| Legacy Trust | 3,832 | $274.4K | 0.07% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 3,835 | $274.7K | 0.04% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 3,843 | $275.0K | 0.04% | −55−1.4% | Reduced |
| Bristlecone Advisors, LLC | 3,843 | $275.2K | 0.02% | +3,843 | New |
| Princeton Capital Management LLC | 3,847 | $275.5K | 0.10% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 3,847 | $275.6K | 0.08% | +12+0.3% | Added |
| Ewa, LLC | 3,848 | $275.6K | 0.10% | −50−1.3% | Reduced |
| Accel Wealth Management | 3,849 | $275.7K | 0.10% | −12−0.3% | Reduced |
| Cottage Street Advisors LLC | 3,853 | $276.0K | 0.14% | −100−2.5% | Reduced |
| Hemington Wealth Management | 3,862 | $276.0K | 0.04% | +427+12.4% | Added |
| White Pine Capital LLC | 3,856 | $276.2K | 0.10% | +171+4.6% | Added |
| Guardian Wealth Advisors, LLC | 3,857 | $276.3K | 0.18% | −40−1.0% | Reduced |
| New Covenant Trust Company, N.A. | 3,934 | $276.8K | 0.29% | −233−5.6% | Reduced |
| SL Advisors, LLC | 3,872 | $277.3K | 0.49% | −123−3.1% | Reduced |
| Compass Financial Group, INC | 3,874 | $277.5K | 0.05% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 3,875 | $277.5K | 0.30% | +3,875 | New |
| Intellus Advisors LLC | 3,880 | $277.9K | 0.05% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 3,898 | $278.2K | 0.00% | −1,115−22.2% | Reduced |
| Vestia Personal Wealth Advisors | 3,919 | $278.3K | 0.22% | +13+0.3% | Added |
| Liberty Capital Management, Inc. | 3,891 | $278.7K | 0.06% | +44+1.1% | Added |
| Blue Rock Wealth Management LLC | 3,908 | $279.0K | 0.24% | +3,908 | New |
| Financial Advisors, LLC | 3,900 | $279.3K | 0.06% | 00.0% | Unchanged |
| Lake Street Financial LLC | 3,905 | $279.7K | 0.05% | −1,560−28.5% | Reduced |
| L.K. Benson & Company, P.C. | 3,914 | $280.3K | 0.19% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 3,915 | $280.4K | 0.14% | +13+0.3% | Added |
| Pennington Partners & Co., LLC | 3,890 | $280.6K | 0.16% | −1,875−32.5% | Reduced |
| Climber Capital SA | 4,400 | $280.9K | 0.22% | +385+9.6% | Added |
| Trail Ridge Investment Advisors, LLC | 3,927 | $281.3K | 0.14% | −660−14.4% | Reduced |
| Mindset Wealth Management, LLC | 3,928 | $281.3K | 0.11% | −819−17.3% | Reduced |
| Curran Financial Partners, LLC | 3,934 | $281.8K | 0.07% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 3,952 | $283.0K | 0.22% | +3,952 | New |
| Bank of Stockton | 3,953 | $283.1K | 0.09% | −514−11.5% | Reduced |
| Solstein Capital, LLC | 3,953 | $283.1K | 0.16% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,870 | $283.2K | 0.10% | −3−0.1% | Reduced |
| Unique Wealth Strategies, LLC | 3,964 | $283.9K | 0.13% | −755−16.0% | Reduced |
| Fortem Financial Group, LLC | 3,967 | $284.1K | 0.11% | −467−10.5% | Reduced |
| Miller Financial Services LLC | 3,967 | $284.1K | 0.41% | −710−15.2% | Reduced |
| Eight 31 Financial LLC | 3,976 | $284.8K | 0.18% | −851−17.6% | Reduced |
| VanWeelden Wealth Management, LLC | 3,983 | $285.2K | 0.25% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3,986 | $285.5K | 0.11% | +329+9.0% | Added |
| Sara-Bay Financial | 4,059 | $285.6K | 0.13% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 3,990 | $285.8K | 0.21% | +291+7.9% | Added |
| BTC Capital Management, Inc. | 4,000 | $286.5K | 0.03% | −42−1.0% | Reduced |
| Puzo Michael J | 4,000 | $286.5K | 0.08% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $286.5K | 0.16% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 4,000 | $286.5K | 0.24% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 4,000 | $286.5K | 0.22% | +10+0.3% | Added |
| Verus Financial Partners, Inc. | 3,993 | $287.0K | 0.03% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 4,007 | $287.0K | 0.06% | −524−11.6% | Reduced |
| American Trust | 4,008 | $287.1K | 0.07% | −14,253−78.1% | Reduced |
| Carr Financial Group Corp | 4,011 | $287.3K | 0.09% | +300+8.1% | Added |
| Threadgill Financial, LLC | 4,019 | $287.9K | 0.15% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 4,021 | $288.0K | 0.04% | −19−0.5% | Reduced |
| Clear Investment Research, LLC | 4,023 | $288.2K | 0.39% | +3,074+323.9% | Added |