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 |
|---|---|---|---|---|---|
| Net Worth Advisory Group | 4,026 | $288.3K | 0.09% | +104+2.7% | Added |
| SC&H Financial Advisors, Inc. | 4,028 | $288.5K | 0.06% | +4,028 | New |
| Bienville Capital Management, LLC | 4,000 | $288.5K | 0.07% | −6,155−60.6% | Reduced |
| SOL Capital Management CO | 4,029 | $289.0K | 0.03% | 00.0% | Unchanged |
| First International Bank & Trust | 4,039 | $289.3K | 0.09% | 00.0% | Unchanged |
| ORG Partners LLC | 6,390 | $289.3K | 0.07% | +3,018+89.5% | Added |
| Vicus Capital | 4,046 | $289.8K | 0.03% | −1,253−23.6% | Reduced |
| Rebalance, LLC | 4,060 | $290.8K | 0.02% | +10.0% | Added |
| Ethos Financial Group, LLC | 4,612 | $290.8K | 0.03% | +151+3.4% | Added |
| Strategy Asset Managers LLC | 4,060 | $290.8K | 0.06% | 00.0% | Unchanged |
| GSG Advisors LLC | 4,160 | $291.0K | 0.10% | −53−1.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,064 | $291.1K | 0.17% | −10.0% | Reduced |
| TruWealth Advisors, LLC | 4,065 | $291.1K | 0.02% | −162−3.8% | Reduced |
| WealthPLAN Partners, LLC | 4,079 | $292.2K | 0.04% | −1,042−20.3% | Reduced |
| Owen LaRue, LLC | 4,081 | $292.2K | 0.15% | −6,804−62.5% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,081 | $292.3K | 0.17% | 00.0% | Unchanged |
| Harbor Group, Inc. | 4,091 | $293.0K | 0.06% | 00.0% | Unchanged |
| Falcon Wealth Planning | 4,092 | $293.1K | 0.03% | +4,092 | New |
| Phillips Financial Management, LLC | 4,093 | $293.1K | 0.02% | +256+6.7% | Added |
| Duncan Williams Asset Management, LLC | 4,093 | $293.2K | 0.11% | −507−11.0% | Reduced |
| DeDora Capital, Inc. | 4,098 | $293.5K | 0.08% | −810−16.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $293.6K | 0.19% | 00.0% | Unchanged |
| Cherokee Insurance Co | 4,100 | $293.6K | 0.13% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 4,105 | $294.0K | 0.04% | +359+9.6% | Added |
| 626 Financial, LLC | 4,108 | $294.2K | 0.15% | +113+2.8% | Added |
| Dillon & Associates Inc | 4,101 | $295.0K | 0.04% | −2,450−37.4% | Reduced |
| Canvas Wealth Advisors, LLC | 3,994 | $295.2K | 0.08% | +3,994 | New |
| Central Valley Advisors, LLC | 4,125 | $295.4K | 0.11% | −505−10.9% | Reduced |
| Vertex Planning Partners, LLC | 4,129 | $295.7K | 0.06% | +209+5.3% | Added |
| Southland Equity Partners LLC | 4,137 | $296.3K | 0.07% | +207+5.3% | Added |
| TFC Financial Management | 4,144 | $296.8K | 0.05% | −440−9.6% | Reduced |
| Laffer Tengler Investments | 4,144 | $296.8K | 0.06% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,146 | $296.9K | 0.11% | +10+0.2% | Added |
| Howard Bailey Securities, LLC | 4,146 | $296.9K | 0.10% | +4,146 | New |
| Baker Ellis Asset Management LLC | 4,150 | $297.2K | 0.04% | −375−8.3% | Reduced |
| Golden State Wealth Management, LLC | 4,154 | $297.6K | 0.04% | +720+21.0% | Added |
| Old Mission Investment Co LLC | 4,163 | $298.1K | 0.09% | +153+3.8% | Added |
| Prosperity Financial Group, Inc. | 4,163 | $298.1K | 0.15% | +779+23.0% | Added |
| Kozak & Associates, Inc. | 4,120 | $298.5K | 0.07% | −1,254−23.3% | Reduced |
| KFG Wealth Management, LLC | 4,177 | $299.2K | 0.05% | +51+1.2% | Added |
| Meriwether Wealth & Planning, LLC | 4,178 | $299.2K | 0.20% | +338+8.8% | Added |
| Warwick Investment Management, Inc. | 4,187 | $299.9K | 0.06% | +673+19.2% | Added |
| Omnia Family Wealth, LLC | 4,164 | $300.0K | 0.13% | +4,164 | New |
| Sageworth Trust Co | 4,195 | $300.4K | 0.02% | +45+1.1% | Added |
| ForthRight Wealth Management, LLC | 4,197 | $300.6K | 0.10% | −1,173−21.8% | Reduced |
| Mosaic Financial Group, LLC | 4,200 | $301.0K | 0.24% | −4,200−50.0% | Reduced |
| Wealthstream Advisors, Inc. | 4,208 | $301.4K | 0.06% | +169+4.2% | Added |
| Trust Co | 4,210 | $301.5K | 0.04% | −2,842−40.3% | Reduced |
| Notis-McConarty Edward | 4,216 | $301.9K | 0.16% | −616−12.7% | Reduced |
| Capital Advisors, Ltd. LLC | 4,214 | $302.0K | 0.04% | +443+11.7% | Added |
| Per Stirling Capital Management, LLC. | 4,235 | $303.3K | 0.04% | +4,235 | New |
| Hoge Financial Services, LLC | 4,236 | $303.4K | 0.21% | +44+1.0% | Added |
| FDx Advisors, Inc. | 4,247 | $304.0K | 0.10% | −42−1.0% | Reduced |
| Northwest Capital Management Inc | 4,247 | $304.2K | 0.13% | −320−7.0% | Reduced |
| Westbourne Investments, Inc. | 4,260 | $305.1K | 0.18% | +30+0.7% | Added |
| Buska Wealth Management, LLC | 4,267 | $305.6K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,270 | $305.8K | 0.10% | +300+7.6% | Added |
| Athena Investment Management | 4,275 | $306.1K | 0.19% | −25−0.6% | Reduced |
| Consilio Wealth Advisors, LLC | 4,281 | $306.6K | 0.13% | −35−0.8% | Reduced |
| Reliant Investment Partners, LLC | 4,285 | $306.9K | 0.31% | −185−4.1% | Reduced |
| Amarillo National Bank | 4,297 | $307.8K | 0.06% | −554−11.4% | Reduced |
| Red Wave Investments LLC | 4,298 | $307.8K | 0.11% | +3+0.1% | Added |
| Riversedge Advisors, LLC | 4,304 | $308.3K | 0.07% | +57+1.3% | Added |
| Braun-Bostich & Associates Inc. | 4,308 | $308.5K | 0.23% | +159+3.8% | Added |
| Watchman Group, Inc. | 4,308 | $308.6K | 0.09% | −20.0% | Reduced |
| CCG Wealth Management, LLC | 4,328 | $310.0K | 0.19% | +460+11.9% | Added |
| Manske Wealth Management | 4,340 | $310.8K | 0.12% | +440+11.3% | Added |
| Sachetta, LLC | 4,349 | $311.5K | 0.13% | −192−4.2% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,351 | $311.6K | 0.22% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,352 | $311.7K | 0.17% | +4,352 | New |
| Pring Turner Capital Group Inc | 4,353 | $311.8K | 0.19% | +215+5.2% | Added |
| Ariadne Wealth Management, LP | 4,434 | $312.7K | 0.16% | −26−0.6% | Reduced |
| Financial Strategies Group, Inc. | 4,364 | $313.6K | 0.07% | +10+0.2% | Added |
| Weaver Consulting Group | 4,381 | $313.8K | 0.09% | −376−7.9% | Reduced |
| Juncture Wealth Strategies, LLC | 4,393 | $314.6K | 0.12% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 4,389 | $314.7K | 0.04% | +305+7.5% | Added |
| Reston Wealth Management LLC | 4,405 | $315.5K | 0.13% | +390+9.7% | Added |
| Hudson Valley Investment Advisors Inc | 4,413 | $316.1K | 0.04% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,416 | $316.3K | 0.06% | +208+4.9% | Added |
| BlackDiamond Wealth Management Inc. | 4,494 | $316.9K | 0.21% | +49+1.1% | Added |
| Better Money Decisions, LLC | 4,426 | $317.0K | 0.21% | −790−15.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,423 | $317.0K | 0.00% | −16−0.4% | Reduced |
| Park Square Financial Group, LLC | 4,446 | $318.4K | 0.25% | +120+2.8% | Added |
| BCGM Wealth Management, LLC | 4,477 | $320.6K | 0.10% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 4,486 | $321.3K | 0.16% | +717+19.0% | Added |
| Glass Jacobson Investment Advisors llc | 5,173 | $322.1K | 0.11% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4,500 | $322.3K | 0.26% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,501 | $322.4K | 0.08% | −98−2.1% | Reduced |
| TRUE Private Wealth Advisors | 4,505 | $322.7K | 0.04% | −12,793−74.0% | Reduced |
| Sepio Capital, LP | 4,512 | $323.1K | 0.03% | +7+0.2% | Added |
| Paul Damon & Associates, Inc. | 4,523 | $323.9K | 0.20% | +351+8.4% | Added |
| Total Wealth Planning & Management, Inc. | 4,523 | $323.9K | 0.33% | −5,900−56.6% | Reduced |
| Zuckerman Investment Group, LLC | 4,543 | $325.4K | 0.03% | −95−2.0% | Reduced |
| NCM Capital Management, LLC | 4,549 | $325.8K | 0.15% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 4,549 | $325.8K | 0.11% | −200−4.2% | Reduced |
| Keyvantage Wealth, LLC | 4,557 | $326.4K | 0.16% | +815+21.8% | Added |
| Hanlon Investment Management, Inc. | 4,561 | $326.7K | 0.25% | −509−10.0% | Reduced |
| Cedar Point Capital Partners, LLC | 4,576 | $327.7K | 0.22% | +3+0.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,582 | $328.2K | 0.05% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,554 | $328.5K | 0.04% | −30−0.7% | Reduced |