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, Q4 2025
Institutional positions in Coca Cola Co as of Dec 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
- 3,483
- +268 vs. Q3 2025
- Shares held
- 3.18B
- +97.0M (+3.1%) vs. Q3 2025
- Total value
- $222.6B
- +$17.7B (+8.7%) vs. Q3 2025
- New holders
- 385
- 1,442 more added
- Sold out
- 117
- 1,307 more reduced
72 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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, Q4 2025
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 6,947 | $483.0K | 0.00% | −2,040−22.7% | Reduced |
| Westside Investment Management, Inc. | 6,951 | $483.7K | 0.08% | +65+0.9% | Added |
| Richmond Investment Services, LLC | 6,922 | $483.9K | 0.08% | +535+8.4% | Added |
| V. M. Manning & Co., Inc. | 6,926 | $484.2K | 0.49% | −236−3.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 6,931 | $484.5K | 0.12% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 6,934 | $484.8K | 0.18% | −32−0.5% | Reduced |
| Base Wealth Management LLC | 6,939 | $485.1K | 0.26% | −140−2.0% | Reduced |
| Provident Wealth Management, LLC | 6,957 | $486.4K | 0.14% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 6,958 | $486.4K | 0.04% | +3,382+94.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,963 | $486.8K | 0.03% | +340+5.1% | Added |
| apricus wealth, LLC | 6,968 | $487.1K | 0.25% | −44−0.6% | Reduced |
| Elevatus Welath Management | 6,972 | $487.4K | 0.13% | +341+5.1% | Added |
| Aft, Forsyth & Company, Inc. | 6,978 | $487.8K | 0.21% | −47−0.7% | Reduced |
| Front Street Capital Management, Inc. | 7,015 | $490.0K | 0.07% | +10.0% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,009 | $490.0K | 0.09% | −148−2.1% | Reduced |
| Rossby Financial, LCC | 7,017 | $490.6K | 0.15% | −3,402−32.7% | Reduced |
| Security Financial Services, INC. | 7,041 | $492.2K | 0.08% | +205+3.0% | Added |
| Mission Creek Capital Partners, Inc. | 7,042 | $492.3K | 0.10% | −606−7.9% | Reduced |
| Birch Financial Group, LLC | 7,046 | $492.6K | 0.28% | +3,292+87.7% | Added |
| Orleans Capital Management Corp | 7,065 | $493.9K | 0.31% | −760−9.7% | Reduced |
| Resources Management Corp | 7,066 | $494.0K | 0.06% | 00.0% | Unchanged |
| Clarus Group, Inc. | 7,074 | $494.5K | 0.18% | +61+0.9% | Added |
| Truepoint, Inc. | 7,082 | $495.1K | 0.01% | +7,082 | New |
| DGS Capital Management, LLC | 7,087 | $495.4K | 0.08% | +1,522+27.3% | Added |
| CDKV Holdings LLC | 7,087 | $495.5K | 0.42% | +7,087 | New |
| Matthew Goff Investment Advisor, LLC | 7,089 | $495.6K | 0.09% | −152−2.1% | Reduced |
| Harbor Advisory Corp | 7,092 | $495.8K | 0.15% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 7,124 | $498.0K | 0.04% | −1,048−12.8% | Reduced |
| Vestor Capital, LLC | 14,609 | $498.0K | 0.04% | +7,495+105.4% | Added |
| Breakwater Capital Group | 7,126 | $498.2K | 0.07% | +4+0.1% | Added |
| Hughes Financial Services, LLC | 7,132 | $498.6K | 0.08% | +70+1.0% | Added |
| Semus Wealth Partners LLC | 7,145 | $499.5K | 0.27% | +86+1.2% | Added |
| Harbour Trust & Investment Management Co | 7,146 | $499.6K | 0.05% | +200+2.9% | Added |
| American Investment Services, Inc. | 7,158 | $500.4K | 0.12% | +7,158 | New |
| Channel Wealth LLC | 7,161 | $500.6K | 0.13% | +1,197+20.1% | Added |
| James J. Burns & Company, LLC | 7,172 | $501.4K | 0.07% | −699−8.9% | Reduced |
| Fortress Financial Group, LLC | 7,175 | $501.6K | 0.37% | +106+1.5% | Added |
| Approach Retirement Advisors, LLC | 7,189 | $502.6K | 0.43% | +7,189 | New |
| Hanlon Investment Management, Inc. | 7,199 | $503.3K | 0.28% | +1,211+20.2% | Added |
| Ninepoint Partners LP | 7,212 | $504.2K | 0.06% | +3,514+95.0% | Added |
| Charter Oak Capital Management, LLC | 7,218 | $504.6K | 0.04% | −398−5.2% | Reduced |
| Private Advisory Group LLC | 7,235 | $505.8K | 0.04% | +229+3.3% | Added |
| Greenberg Financial Group | 7,247 | $506.6K | 0.21% | +7,247 | New |
| Titleist Asset Management, LLC | 7,248 | $506.7K | 0.04% | +406+5.9% | Added |
| Wagner Wealth Management, Corp | 7,261 | $507.6K | 0.50% | +7,261 | New |
| Keebeck Wealth Management, LLC | 7,349 | $513.8K | 0.06% | +682+10.2% | Added |
| Evelyn Partners Asset Management Ltd | 7,357 | $514.3K | 0.12% | 00.0% | Unchanged |
| Viawealth, LLC | 7,388 | $516.5K | 0.29% | −707−8.7% | Reduced |
| Whalen Wealth Management Inc. | 7,389 | $516.6K | 0.28% | +7,389 | New |
| Wealthquest Corp | 7,392 | $516.8K | 0.04% | +7,392 | New |
| Advisortrust Partners, LLC | 7,396 | $517.1K | 0.23% | +7,396 | New |
| Kimelman & Baird, LLC | 7,400 | $517.3K | 0.04% | −770−9.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,414 | $518.3K | 0.15% | +249+3.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 7,426 | $519.2K | 0.07% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 7,436 | $519.8K | 0.18% | +1,214+19.5% | Added |
| Capital Advisors Wealth Management, LLC | 7,436 | $519.9K | 0.07% | −237−3.1% | Reduced |
| Paragon Private Wealth Management, LLC | 7,438 | $520.0K | 0.16% | +759+11.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 7,466 | $522.0K | 0.15% | +102+1.4% | Added |
| Hidden Cove Wealth Management, LLC | 7,468 | $522.1K | 0.34% | +398+5.6% | Added |
| Paragon Capital Management Ltd | 7,477 | $522.8K | 0.10% | −356−4.5% | Reduced |
| Johnson Financial Group, LLC | 7,481 | $523.0K | 0.03% | +7,481 | New |
| Alliance Wealth Advisors, LLC | 7,493 | $523.8K | 0.25% | +67+0.9% | Added |
| Buttonwood Financial Advisors Inc. | 7,500 | $524.4K | 0.17% | −365−4.6% | Reduced |
| RMR Capital Management, LLC | 7,507 | $524.8K | 0.38% | 00.0% | Unchanged |
| Prota Financial, LLC | 7,534 | $526.7K | 0.38% | +7,534 | New |
| Foster Group, Inc. | 7,537 | $526.9K | 0.02% | +660+9.6% | Added |
| Terril Brothers, Inc. | 7,539 | $527.1K | 0.14% | 00.0% | Unchanged |
| Canopy Partners, LLC | 7,565 | $528.9K | 0.17% | +580+8.3% | Added |
| Gratus Wealth Advisors, LLC | 7,574 | $529.5K | 0.07% | −443−5.5% | Reduced |
| Union Savings Bank | 7,578 | $529.7K | 0.23% | +7,578 | New |
| Verity Asset Management, Inc. | 7,599 | $531.2K | 0.23% | −8,051−51.4% | Reduced |
| Spirit of America Management Corp | 7,600 | $531.3K | 0.11% | 00.0% | Unchanged |
| Carrera Capital Advisors | 7,620 | $532.7K | 0.09% | +997+15.1% | Added |
| Beta Wealth Group, Inc. | 7,622 | $532.8K | 0.21% | −193−2.5% | Reduced |
| Challenger Wealth Management | 7,625 | $533.1K | 0.41% | +63+0.8% | Added |
| Oakmont Investment Advisors, Inc. | 7,629 | $533.4K | 0.39% | +7,629 | New |
| Compton Wealth Advisory Group, LLC | 7,649 | $534.7K | 0.12% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 7,659 | $535.5K | 0.30% | −116−1.5% | Reduced |
| Rosenberg Matthew Hamilton | 7,663 | $535.7K | 0.11% | +531+7.4% | Added |
| Firethorn Wealth Partners, LLC | 7,668 | $536.0K | 0.20% | −250−3.2% | Reduced |
| Rocky Mountain Advisers, LLC | 7,668 | $536.1K | 0.15% | +36+0.5% | Added |
| Canandaigua National Trust Co of Florida | 7,675 | $536.6K | 0.34% | +1,801+30.7% | Added |
| Wimmer Associates 1, LLC | 7,677 | $536.7K | 0.25% | −15−0.2% | Reduced |
| Balboa Wealth Partners | 7,681 | $537.0K | 0.09% | +326+4.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 7,693 | $537.8K | 0.29% | −953−11.0% | Reduced |
| Advisor Resource Council | 7,158 | $537.9K | 0.19% | +7,158 | New |
| Costello Asset Management, INC | 7,703 | $538.5K | 0.18% | +755+10.9% | Added |
| Empirical Asset Management, LLC | 25,111 | $538.8K | 0.15% | +1,962+8.5% | Added |
| Grant Private Wealth Management Inc | 7,722 | $539.9K | 0.33% | +938+13.8% | Added |
| Granite Harbor Advisors, Inc. | 7,724 | $540.0K | 0.23% | +132+1.7% | Added |
| SeaBridge Investment Advisors LLC | 7,725 | $540.1K | 0.09% | +5+0.1% | Added |
| Nautilus Advisors LLC | 7,731 | $540.5K | 0.35% | −135−1.7% | Reduced |
| Shoker Investment Counsel, Inc. | 7,737 | $541.0K | 0.16% | +550+7.7% | Added |
| Alteri Wealth LLC | 7,738 | $541.0K | 0.18% | +141+1.9% | Added |
| Fairscale Capital, LLC | 7,758 | $542.4K | 0.36% | −121−1.5% | Reduced |
| Van Diest Capital, LLC | 7,761 | $542.5K | 0.81% | +7,761 | New |
| CDM Financial Counseling Services, Inc. | 7,763 | $542.7K | 0.51% | +7,763 | New |
| LaSalle St. Investment Advisors, LLC | 7,767 | $543.0K | 0.09% | +231+3.1% | Added |
| Banyan Capital Management, Inc. | 7,780 | $543.9K | 0.24% | −30−0.4% | Reduced |
| Mosley Wealth Management | 8,253 | $545.7K | 0.25% | +8,253 | New |