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 |
|---|---|---|---|---|---|
| Baltimore-Washington Financial Advisors, Inc. | 4,591 | $328.7K | 0.02% | +228+5.2% | Added |
| Hoertkorn Richard Charles | 4,605 | $329.8K | 0.15% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 4,610 | $330.2K | 0.27% | +520+12.7% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,617 | $330.7K | 0.13% | +632+15.9% | Added |
| Baugh & Associates, LLC | 4,682 | $331.1K | 0.17% | +100+2.2% | Added |
| AXS Investments LLC | 4,635 | $332.0K | 0.09% | −780−14.4% | Reduced |
| Country Trust Bank | 4,645 | $332.7K | 0.01% | −175−3.6% | Reduced |
| Albion Financial Group | 4,652 | $333.2K | 0.02% | −223−4.6% | Reduced |
| VisionPoint Advisory Group, LLC | 4,656 | $333.5K | 0.11% | +3,090+197.3% | Added |
| DGS Capital Management, LLC | 4,657 | $333.5K | 0.09% | +40+0.9% | Added |
| Augustine Asset Management Inc | 4,660 | $333.7K | 0.10% | −14−0.3% | Reduced |
| Adamsbrown Wealth Consultants LLC | 4,668 | $334.3K | 0.11% | −323−6.5% | Reduced |
| Avaii Wealth Management, LLC | 4,674 | $334.8K | 0.18% | −54−1.1% | Reduced |
| HMV Wealth Advisors, LLC | 4,674 | $334.8K | 0.27% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 4,680 | $335.2K | 0.04% | +4,680 | New |
| Chiron Capital Management, LLC | 4,682 | $335.3K | 0.30% | −300−6.0% | Reduced |
| Wela Strategies, Inc. | 4,691 | $336.0K | 0.14% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 4,687 | $336.1K | 0.06% | +4,687 | New |
| Wallington Asset Management, LLC | 4,693 | $336.1K | 0.05% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4,702 | $336.7K | 0.08% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 4,669 | $336.8K | 0.04% | +354+8.2% | Added |
| Eagle Wealth Strategies LLC | 4,703 | $336.8K | 0.21% | −10−0.2% | Reduced |
| Palumbo Wealth Management LLC | 4,709 | $337.3K | 0.11% | +682+16.9% | Added |
| Hoxton Planning & Management, LLC | 4,730 | $338.8K | 0.13% | −258−5.2% | Reduced |
| Financial Insights, Inc. | 4,744 | $339.7K | 0.14% | +524+12.4% | Added |
| Tempus Wealth Planning, LLC | 4,748 | $340.1K | 0.10% | −20−0.4% | Reduced |
| WealthPlan Investment Management, LLC | 4,748 | $340.1K | 0.03% | −2,718−36.4% | Reduced |
| Mirador Capital Partners LP | 4,758 | $340.8K | 0.06% | +4,758 | New |
| Purkiss Capital Advisors LLC | 4,759 | $340.8K | 0.26% | +4,759 | New |
| International Private Wealth Advisors LLC | 4,760 | $340.9K | 0.33% | +4,760 | New |
| CLG LLC | 4,769 | $341.6K | 0.12% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 4,770 | $341.6K | 0.19% | +648+15.7% | Added |
| Red Cedar Investment Management, LLC | 4,774 | $341.9K | 0.05% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 4,783 | $342.6K | 0.13% | 00.0% | Unchanged |
| Main Street Research LLC | 4,748 | $342.6K | 0.02% | +1,192+33.5% | Added |
| Paragon Private Wealth Management, LLC | 4,786 | $342.8K | 0.16% | +557+13.2% | Added |
| PCG Asset Management, LLC | 4,790 | $343.1K | 0.32% | −100−2.0% | Reduced |
| Enterprise Bank & Trust Co | 4,795 | $343.4K | 0.13% | +485+11.3% | Added |
| First United Bank Trust | 4,797 | $343.6K | 0.13% | −443−8.5% | Reduced |
| Vision Financial Markets LLC | 4,805 | $344.1K | 0.37% | −345−6.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,805 | $344.1K | 0.20% | +1,798+59.8% | Added |
| Clearwater Capital Advisors, LLC | 4,806 | $344.2K | 0.03% | −2,520−34.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 4,814 | $345.0K | 0.02% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 4,821 | $345.3K | 0.02% | +1,045+27.7% | Added |
| Kuhn & Co Investment Counsel | 4,828 | $345.8K | 0.29% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,834 | $346.2K | 0.06% | +264+5.8% | Added |
| Salvus Wealth Management, LLC | 4,835 | $346.3K | 0.22% | +284+6.2% | Added |
| Garrett Investment Advisors LLC | 4,854 | $347.6K | 0.03% | +530+12.3% | Added |
| Instrumental Wealth, LLC | 4,840 | $348.0K | 0.32% | +92+1.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,593 | $348.2K | 0.11% | −107−1.9% | Reduced |
| Cultivar Capital, Inc. | 4,868 | $348.6K | 0.28% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4,869 | $348.7K | 0.07% | +3,387+228.5% | Added |
| Archford Capital Strategies, LLC | 4,871 | $348.9K | 0.05% | −437−8.2% | Reduced |
| Fidelity D & D Bancorp Inc | 4,900 | $350.9K | 0.23% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 4,901 | $351.0K | 0.08% | −32−0.6% | Reduced |
| Leigh Baldwin & Co., LLC | 4,902 | $351.1K | 0.28% | −528−9.7% | Reduced |
| Family Firm, Inc. | 4,906 | $351.4K | 0.08% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 4,923 | $353.0K | 0.26% | +418+9.3% | Added |
| Kirtland Hills Capital Management, LLC | 4,838 | $353.2K | 0.22% | +275+6.0% | Added |
| Ames National Corp | 4,947 | $354.3K | 0.24% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 4,963 | $355.5K | 0.08% | −189−3.7% | Reduced |
| MMBG Investment Advisors Co. | 4,934 | $355.9K | 0.04% | 00.0% | Unchanged |
| Holistic Planning, LLC | 4,974 | $356.2K | 0.12% | −807−14.0% | Reduced |
| Lokken Investment Group LLC | 4,979 | $356.6K | 0.15% | −201−3.9% | Reduced |
| General Partner, Inc. | 4,985 | $357.0K | 0.23% | 00.0% | Unchanged |
| Blossom Wealth Management | 5,010 | $358.8K | 0.72% | −165−3.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,014 | $359.1K | 0.07% | −529−9.5% | Reduced |
| Encompass More Asset Management | 5,013 | $359.1K | 0.11% | +89+1.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 5,137 | $359.4K | 0.16% | +30+0.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,021 | $359.6K | 0.31% | −500−9.1% | Reduced |
| Seven Mile Advisory | 5,026 | $360.0K | 0.24% | +1,087+27.6% | Added |
| Aletheian Wealth Advisors LLC | 5,037 | $360.8K | 0.20% | +5,037 | New |
| Disciplined Investors, L.L.C. | 5,038 | $360.8K | 0.33% | −69−1.4% | Reduced |
| Spirepoint Private Client, LLC | 5,040 | $361.0K | 0.05% | −1,950−27.9% | Reduced |
| Rothschild Capital Partners, LLC | 5,040 | $361.0K | 0.09% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 5,049 | $361.6K | 0.06% | +120+2.4% | Added |
| Guardian Asset Advisors, LLC | 5,052 | $361.7K | 0.24% | −100−1.9% | Reduced |
| bLong Financial, LLC | 5,052 | $361.8K | 0.32% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 5,068 | $363.0K | 0.41% | +173+3.5% | Added |
| Investor's Fiduciary Advisor Network, LLC | 5,069 | $363.0K | 0.17% | −6,271−55.3% | Reduced |
| MFA Wealth Services | 5,070 | $363.1K | 0.30% | −671−11.7% | Reduced |
| Traynor Capital Management, Inc. | 5,070 | $363.1K | 0.03% | −724−12.5% | Reduced |
| Darden Wealth Group Inc | 5,081 | $363.9K | 0.28% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,103 | $365.5K | 0.14% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 5,105 | $365.6K | 0.30% | +233+4.8% | Added |
| Tudor Investment Corp Et Al | 5,111 | $366.1K | 0.00% | −9,414−64.8% | Reduced |
| TCI Wealth Advisors, Inc. | 5,114 | $366.3K | 0.03% | +8+0.2% | Added |
| Acorn Wealth Advisors, LLC | 5,121 | $366.7K | 0.15% | +6+0.1% | Added |
| FSM Wealth Advisors, LLC | 5,123 | $366.9K | 0.08% | +1,217+31.2% | Added |
| Investmark Advisory Group LLC | 5,124 | $367.0K | 0.18% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 5,087 | $367.0K | 0.11% | −253−4.7% | Reduced |
| MBL Wealth, LLC | 5,126 | $367.1K | 0.04% | +543+11.8% | Added |
| Buckhead Capital Management LLC | 5,133 | $367.6K | 0.12% | −16−0.3% | Reduced |
| Corps Capital Advisors, LLC | 5,134 | $367.7K | 0.39% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5,130 | $367.8K | 0.08% | −141−2.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 5,140 | $368.1K | 0.07% | +365+7.6% | Added |
| Borer Denton & Associates, Inc. | 5,142 | $368.3K | 0.13% | −750−12.7% | Reduced |
| Forte Capital LLC | 5,148 | $368.7K | 0.04% | −1,315−20.3% | Reduced |
| Aegis Wealth Management LLC | 5,150 | $368.8K | 0.22% | −3,810−42.5% | Reduced |
| Tandem Investment Partners LLC | 5,154 | $369.1K | 0.36% | 00.0% | Unchanged |