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
- 3,484
- +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
- 1,308 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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 409 | $28.6K | 0.01% | −23−5.3% | Reduced |
| Daytona Street Capital LLC | 410 | $28.7K | 0.02% | +410 | New |
| Vermillion Wealth Management, Inc. | 417 | $29.2K | 0.01% | −72−14.7% | Reduced |
| Essential Partners LLC | 423 | $29.6K | 0.01% | −60−12.4% | Reduced |
| Ankerstar Wealth, LLC | 434 | $30.3K | 0.03% | +434 | New |
| Elevated Capital Advisors, LLC | 435 | $30.4K | 0.01% | +435 | New |
| Bard Associates Inc | 436 | $30.5K | 0.01% | +436 | New |
| Horizon Financial Services, LLC | 438 | $30.6K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 399 | $31.5K | 0.04% | −37−8.5% | Reduced |
| Pioneer Family Office, LLC | 450 | $31.5K | 0.02% | +450 | New |
| Redmont Wealth Advisors LLC | 458 | $32.0K | 0.05% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 464 | $32.4K | 0.09% | −50−9.7% | Reduced |
| Midwest Capital Advisors, LLC | 465 | $32.5K | 0.02% | +155+50.0% | Added |
| Align Financial, LLC | 33,207 | $33.2K | 0.02% | +33,207 | New |
| Stephenson National Bank & Trust | 477 | $33.3K | 0.01% | +232+94.7% | Added |
| Blue Bell Private Wealth Management, LLC | 479 | $33.5K | 0.00% | −755−61.2% | Reduced |
| Sunrise Financial Services, LLC | 483 | $33.8K | 0.03% | +483 | New |
| Sfam, LLC | 493 | $34.4K | 0.03% | +493 | New |
| Rogco, LP | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| BXM Wealth LLC | 40,344 | $35.2K | 0.03% | +35,043+661.1% | Added |
| Kilter Group LLC | 509 | $35.6K | 0.02% | +79+18.4% | Added |
| Accordant Advisory Group Inc | 513 | $35.9K | 0.02% | −100−16.3% | Reduced |
| Strategic Wealth Advisors LLC | 533 | $37.0K | 0.03% | +533 | New |
| Meeder Asset Management Inc | 531 | $37.1K | 0.00% | −16−2.9% | Reduced |
| Joseph Group Capital Management | 538 | $37.6K | 0.01% | +538 | New |
| Private Wealth Management Group, LLC | 540 | $37.8K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 541 | $37.8K | 0.18% | −209−27.9% | Reduced |
| McIlrath & Eck, LLC | 561 | $39.2K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 566 | $39.6K | 0.02% | +68+13.7% | Added |
| DiNuzzo Private Wealth, Inc. | 568 | $39.7K | 0.00% | −1−0.2% | Reduced |
| Red Tortoise LLC | 573 | $40.1K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 585 | $40.9K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 592 | $40.9K | 0.02% | +192+48.0% | Added |
| Centerpoint Advisors, LLC | 584 | $41.0K | 0.01% | −160−21.5% | Reduced |
| Lavaca Capital LLC | 592 | $41.4K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 595 | $41.6K | 0.03% | +595 | New |
| Wealth Watch Advisors, INC | 598 | $41.8K | 0.02% | +92+18.2% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 601 | $42.0K | 0.01% | +601 | New |
| MidAtlantic Capital Management, Inc. | 603 | $42.2K | 0.03% | +603 | New |
| Retirement Wealth Solutions LLC | 613 | $42.9K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 609 | $43.0K | 0.00% | −715−54.0% | Reduced |
| Phillip James Consulting Co. | 600 | $43.0K | 0.76% | +600 | New |
| Crewe Advisors LLC | 625 | $43.7K | 0.00% | −927−59.7% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 639 | $44.7K | 0.03% | +639 | New |
| Financial Avengers, Inc. | 657 | $45.9K | 0.02% | +10+1.5% | Added |
| MRP Capital Investments, LLC | 700 | $48.9K | 0.04% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 706 | $49.0K | 0.02% | +50+7.6% | Added |
| Advantage Trust Co | 712 | $49.8K | 0.02% | −200−21.9% | Reduced |
| Raffa Wealth Management, LLC | 714 | $49.9K | 0.01% | +156+28.0% | Added |
| Hamrick Investment Counsel, llc | 716 | $50.1K | 0.04% | +716 | New |
| Global Trust Asset Management, LLC | 745 | $52.1K | 0.02% | −5,808−88.6% | Reduced |
| Bare Financial Services, Inc | 749 | $52.4K | 0.01% | +70+10.3% | Added |
| Western Pacific Wealth Management, LP | 749 | $52.4K | 0.05% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 755 | $52.8K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 762 | $53.3K | 0.02% | +1+0.1% | Added |
| Boreal Capital Management LLC | 763 | $53.3K | 0.04% | −2,000−72.4% | Reduced |
| Fortitude Family Office, LLC | 766 | $53.6K | 0.01% | −163−17.5% | Reduced |
| Birchwood Financial Partners, Inc. | 773 | $54.0K | 0.05% | +773 | New |
| Marquette Asset Management, LLC | 784 | $54.8K | 0.01% | +374+91.2% | Added |
| Gold Investment Management Ltd. | 785 | $54.9K | 0.02% | +8+1.0% | Added |
| Pandora Wealth, Inc. | 791 | $55.3K | 0.03% | 00.0% | Unchanged |
| Mechanics Financial Corp | 800 | $55.9K | 0.02% | −180−18.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 800 | $55.9K | 0.06% | −75−8.6% | Reduced |
| Tidemark, LLC | 816 | $57.1K | 0.02% | +10+1.2% | Added |
| High Note Wealth, LLC | 821 | $57.4K | 0.01% | −110−11.8% | Reduced |
| Howard Hughes Medical Institute | 835 | $58.4K | 0.03% | +3+0.4% | Added |
| NVWM, LLC | 840 | $58.7K | 0.01% | −344−29.1% | Reduced |
| Ares Financial Consulting, LLC | 860 | $60.1K | 0.06% | +860 | New |
| CrossGen Wealth, LLC | 862 | $60.3K | 0.05% | +862 | New |
| HighMark Wealth Management LLC | 868 | $60.7K | 0.02% | −69−7.4% | Reduced |
| Garner Asset Management Corp | 870 | $60.8K | 0.02% | +870 | New |
| Osterweis Capital Management Inc | 872 | $61.0K | 0.00% | −84−8.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 881 | $61.6K | 0.05% | 00.0% | Unchanged |
| Swiss Re Ltd | 894 | $62.5K | 0.00% | +894 | New |
| Wilkerson Advisory Group LLC | 900 | $62.9K | 0.02% | +900 | New |
| Godfrey Financial Associates, Inc. | 907 | $63.4K | 0.05% | +907 | New |
| Dixon Mitchell Investment Counsel Inc. | 910 | $63.6K | 0.00% | −611−40.2% | Reduced |
| Sachetta, LLC | 914 | $63.9K | 0.04% | −3,531−79.4% | Reduced |
| Seneschal Advisors, LLC | 915 | $64.0K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 934 | $65.3K | 0.02% | −350−27.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 938 | $65.6K | 0.00% | −635−40.4% | Reduced |
| Harbor Asset Planning, Inc. | 938 | $65.6K | 0.06% | +8+0.9% | Added |
| Curat Global, LLC | 940 | $65.7K | 0.07% | −200−17.5% | Reduced |
| Tradewinds Capital Management, LLC | 960 | $67.1K | 0.01% | 00.0% | Unchanged |
| Merited Wealth, LLC | 973 | $68.0K | 0.06% | +973 | New |
| Kennebec Savings Bank | 993 | $69.4K | 0.06% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $69.9K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Services | 1,002 | $70.0K | 0.02% | −3,090−75.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,002 | $70.0K | 0.10% | +95+10.5% | Added |
| SWAN Capital LLC | 1,018 | $71.2K | 0.03% | +67+7.0% | Added |
| Orion Capital Management LLC | 1,020 | $71.3K | 0.02% | −72−6.6% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,025 | $71.7K | 0.06% | −40−3.8% | Reduced |
| Dogwood Wealth Management LLC | 1,030 | $72.0K | 0.03% | +19+1.9% | Added |
| Byrne Asset Management LLC | 1,040 | $72.7K | 0.04% | −25−2.3% | Reduced |
| Clarity Asset Management, Inc. | 1,045 | $73.1K | 0.04% | +15+1.5% | Added |
| Hollencrest Capital Management | 1,047 | $73.2K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,049 | $73.3K | 0.05% | +320+43.9% | Added |
| Provenance Wealth Advisors, LLC | 1,060 | $74.1K | 0.01% | −152−12.5% | Reduced |
| Activest Wealth Management | 1,062 | $74.3K | 0.01% | +300+39.4% | Added |
| Chesapeake Asset Management LLC | 1,063 | $74.4K | 0.06% | +3+0.3% | Added |