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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 5,162 | $369.7K | 0.15% | −34−0.7% | Reduced |
| Aspect Partners, LLC | 5,163 | $369.8K | 0.21% | −5−0.1% | Reduced |
| Marion Wealth Management | 5,176 | $370.7K | 0.10% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 5,143 | $370.9K | 0.08% | −3,502−40.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,187 | $371.5K | 0.09% | 00.0% | Unchanged |
| Tillman Hartley LLC | 5,189 | $371.6K | 0.11% | 00.0% | Unchanged |
| Financial Advisory Corp | 5,193 | $372.0K | 0.12% | +1,078+26.2% | Added |
| Spectrum Wealth Counsel, LLC | 5,206 | $372.9K | 0.04% | −409−7.3% | Reduced |
| Silvant Capital Management LLC | 5,209 | $373.1K | 0.02% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 5,212 | $373.3K | 0.06% | −40−0.8% | Reduced |
| Joule Financial, LLC | 5,186 | $374.0K | 0.13% | +67+1.3% | Added |
| Northstar Financial Companies, Inc. | 5,224 | $374.1K | 0.41% | −75−1.4% | Reduced |
| Iron Horse Wealth Management, LLC | 5,229 | $374.5K | 0.12% | +528+11.2% | Added |
| TrueWealth Advisors, LLC | 5,236 | $375.0K | 0.12% | −90−1.7% | Reduced |
| Convergence Investment Partners, LLC | 5,248 | $375.9K | 0.10% | −1,253−19.3% | Reduced |
| Tyler-Stone Wealth Management | 5,251 | $376.1K | 0.07% | +104+2.0% | Added |
| Ritter Daniher Financial Advisory LLC | 5,256 | $376.4K | 0.10% | 00.0% | Unchanged |
| Colony Family Offices, LLC | 5,219 | $376.4K | 0.12% | 00.0% | Unchanged |
| Miller Investment Management, LP | 5,275 | $377.8K | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 5,288 | $378.7K | 0.01% | −1,048−16.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,255 | $379.1K | 0.19% | −20−0.4% | Reduced |
| Kessler Investment Group, LLC | 5,294 | $379.2K | 0.19% | −401−7.0% | Reduced |
| Board of the Pension Protection Fund | 5,300 | $379.6K | 0.43% | −100−1.9% | Reduced |
| All Terrain Financial Advisors, LLC | 5,300 | $379.6K | 0.15% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 5,305 | $379.9K | 0.18% | +412+8.4% | Added |
| Capital & Planning, LLC | 5,310 | $380.3K | 0.28% | −1,050−16.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,324 | $381.6K | 0.27% | −376−6.6% | Reduced |
| Becker Capital Management Inc | 5,291 | $381.6K | 0.01% | −120−2.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,311 | $381.8K | 0.03% | +593+12.6% | Added |
| Private Management Group Inc | 5,335 | $382.1K | 0.01% | +19+0.4% | Added |
| Sentinus, LLC | 5,347 | $383.0K | 0.11% | +243+4.8% | Added |
| Ade, LLC | 5,358 | $383.8K | 0.22% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,367 | $384.0K | 0.02% | −551−9.3% | Reduced |
| JFG Wealth Management, LLC | 5,362 | $384.0K | 0.09% | −320−5.6% | Reduced |
| Sculati Wealth Management, LLC | 5,368 | $384.5K | 0.16% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 5,381 | $385.4K | 0.06% | +5,381 | New |
| Fiducient Advisors LLC | 5,362 | $386.6K | 0.05% | −406−7.0% | Reduced |
| Sippican Capital Advisors | 5,399 | $386.7K | 0.29% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 5,402 | $386.9K | 0.31% | −361−6.3% | Reduced |
| Aurora Private Wealth, Inc. | 5,404 | $387.0K | 0.31% | +9+0.2% | Added |
| VSM Wealth Advisory, LLC | 5,404 | $387.0K | 0.14% | 00.0% | Unchanged |
| Next Level Private LLC | 5,407 | $387.2K | 0.14% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 5,424 | $388.5K | 0.01% | +1,785+49.1% | Added |
| Pacific Center for Financial Services | 5,425 | $388.5K | 0.10% | 00.0% | Unchanged |
| May Hill Capital, LLC | 5,431 | $389.0K | 0.15% | −80−1.5% | Reduced |
| Cache Advisors, LLC | 5,431 | $389.0K | 0.15% | +118+2.2% | Added |
| Fort Point Capital Partners LLC | 5,460 | $391.0K | 0.04% | −456−7.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,469 | $391.7K | 0.05% | −1,808−24.8% | Reduced |
| Consolidated Portfolio Review Corp | 5,480 | $392.5K | 0.06% | +166+3.1% | Added |
| Sage Rhino Capital LLC | 5,484 | $392.7K | 0.09% | −8−0.1% | Reduced |
| Itau Unibanco Holding S.A. | 5,481 | $393.0K | 0.02% | −673,513−99.2% | Reduced |
| Fort Sheridan Advisors LLC | 5,493 | $393.4K | 0.06% | +500+10.0% | Added |
| American National Bank | 5,495 | $393.6K | 0.04% | −12,400−69.3% | Reduced |
| Keating Investment Counselors Inc | 5,500 | $393.9K | 0.12% | −1,500−21.4% | Reduced |
| John G Ullman & Associates Inc | 5,505 | $394.3K | 0.06% | −61−1.1% | Reduced |
| Warren Street Wealth Advisors, LLC | 5,518 | $395.2K | 0.15% | +674+13.9% | Added |
| Signal Advisors Wealth, LLC | 5,518 | $395.2K | 0.04% | −1,755−24.1% | Reduced |
| Unified Investment Management | 5,520 | $395.3K | 0.47% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 5,523 | $395.6K | 0.27% | +300+5.7% | Added |
| Granite Harbor Advisors, Inc. | 5,526 | $395.8K | 0.21% | +612+12.5% | Added |
| Trust Co of the South | 5,527 | $395.8K | 0.08% | +71+1.3% | Added |
| Financial Network Wealth Advisors LLC | 5,540 | $396.8K | 0.52% | +197+3.7% | Added |
| Strategic Advocates LLC | 5,543 | $397.0K | 0.14% | −513−8.5% | Reduced |
| Latitude Advisors, LLC | 5,567 | $398.7K | 0.23% | −311−5.3% | Reduced |
| Argyle Capital Partners, LLC | 5,570 | $398.9K | 0.34% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 5,572 | $399.1K | 0.16% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 5,579 | $399.5K | 0.24% | −155−2.7% | Reduced |
| Stegent Equity Advisors, Inc. | 5,579 | $399.6K | 0.41% | +129+2.4% | Added |
| SAM Advisors, LLC | 5,599 | $401.0K | 0.15% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 5,600 | $401.0K | 0.22% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 5,603 | $401.3K | 0.07% | −108−1.9% | Reduced |
| Fiduciary Financial Group, LLC | 5,672 | $401.4K | 0.09% | −1,054−15.7% | Reduced |
| Quantum Financial Advisors, LLC | 5,609 | $401.7K | 0.06% | +1,030+22.5% | Added |
| Rede Wealth, LLC | 5,617 | $402.3K | 0.14% | −90−1.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 5,616 | $402.3K | 0.15% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 5,627 | $403.0K | 0.11% | +72+1.3% | Added |
| Cambridge Financial Group, LLC | 5,657 | $403.4K | 0.17% | +1,689+42.6% | Added |
| Walker Asset Management, LLC | 5,642 | $404.1K | 0.25% | 00.0% | Unchanged |
| Sentry LLC | 5,645 | $404.3K | 0.08% | +552+10.8% | Added |
| Plante Moran Financial Advisors, LLC | 5,654 | $404.9K | 0.03% | +1,036+22.4% | Added |
| Oak Asset Management, LLC | 5,663 | $405.6K | 0.15% | −315−5.3% | Reduced |
| Sage Private Wealth Group, LLC | 5,664 | $405.7K | 0.31% | −201−3.4% | Reduced |
| Adalta Capital Management LLC | 5,625 | $405.7K | 0.22% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 5,676 | $406.5K | 0.06% | −570−9.1% | Reduced |
| Element Wealth, LLC | 5,681 | $406.8K | 0.22% | −296−5.0% | Reduced |
| Lyell Wealth Management, LP | 5,725 | $410.0K | 0.04% | +450+8.5% | Added |
| Doheny Asset Management | 5,758 | $412.0K | 0.32% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 5,758 | $412.4K | 0.03% | −11,168−66.0% | Reduced |
| Caliber Wealth Management, LLC | 5,773 | $413.4K | 0.06% | +5,773 | New |
| Clean Yield Group | 5,777 | $413.7K | 0.13% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 5,738 | $413.9K | 0.08% | +1,334+30.3% | Added |
| Total Investment Management Inc | 5,781 | $414.0K | 0.05% | −242−4.0% | Reduced |
| Brighton Securities Corp. | 5,805 | $415.8K | 0.20% | +387+7.1% | Added |
| Onyx Bridge Wealth Group LLC | 5,813 | $416.3K | 0.06% | +76+1.3% | Added |
| Orrstown Financial Services Inc | 5,814 | $416.4K | 0.10% | −1,250−17.7% | Reduced |
| Accent Capital Management, LLC | 5,782 | $417.1K | 0.24% | +187+3.3% | Added |
| Trust Investment Advisors | 5,835 | $417.9K | 0.27% | +898+18.2% | Added |
| Parisi Gray Wealth Management | 5,843 | $418.5K | 0.14% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 5,845 | $418.6K | 0.37% | −399−6.4% | Reduced |
| Riverbend Wealth Management, LLC | 5,851 | $419.0K | 0.37% | +231+4.1% | Added |