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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 3,925 | $274.4K | 0.04% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 3,789 | $274.9K | 0.31% | +3,789 | New |
| Vestia Personal Wealth Advisors | 3,819 | $275.0K | 0.14% | +140+3.8% | Added |
| Paragon Financial Partners, Inc. | 3,941 | $275.5K | 0.17% | +6+0.2% | Added |
| Strategy Asset Managers LLC | 3,941 | $275.5K | 0.05% | +194+5.2% | Added |
| RWM Asset Management, LLC | 3,803 | $275.9K | 0.03% | +44+1.2% | Added |
| Morris Retirement Advisors, LLC | 3,948 | $276.0K | 0.12% | −1,658−29.6% | Reduced |
| Value Investment Professionals, LLC | 3,951 | $276.2K | 0.29% | +3,951 | New |
| SJS Investment Consulting Inc. | 3,963 | $277.1K | 0.04% | −163−4.0% | Reduced |
| CCM Investment Advisers LLC | 3,973 | $277.8K | 0.03% | −179−4.3% | Reduced |
| Horizon Bancorp Inc | 3,975 | $278.0K | 0.14% | −249−5.9% | Reduced |
| Osprey Private Wealth LLC | 3,986 | $278.7K | 0.08% | −150−3.6% | Reduced |
| Bienville Capital Management, LLC | 4,000 | $279.6K | 0.04% | 00.0% | Unchanged |
| Brooktree Capital Management | 4,000 | $279.6K | 0.19% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $279.6K | 0.14% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 4,000 | $279.6K | 0.20% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 4,001 | $279.7K | 0.41% | +4,001 | New |
| Capital Management Associates, Inc | 4,012 | $280.5K | 0.06% | +97+2.5% | Added |
| Congress Park Capital LLC | 4,013 | $280.5K | 0.08% | +313+8.5% | Added |
| Blue Rock Wealth Management LLC | 4,033 | $281.2K | 0.17% | −1,000−19.9% | Reduced |
| Sherbrooke Park Advisers LLC | 4,030 | $281.7K | 0.73% | −5,588−58.1% | Reduced |
| VanWeelden Wealth Management, LLC | 4,033 | $281.9K | 0.22% | +26+0.6% | Added |
| Tempo Wealth, LLC | 4,034 | $282.0K | 0.05% | +4,034 | New |
| TruWealth Advisors, LLC | 4,046 | $282.9K | 0.01% | −15−0.4% | Reduced |
| Clarion Wealth Managment Partners, LLC | 4,046 | $282.9K | 0.26% | +25+0.6% | Added |
| Total Clarity Wealth Management, Inc. | 4,050 | $283.1K | 0.07% | −576−12.5% | Reduced |
| Sculati Wealth Management, LLC | 4,059 | $283.8K | 0.10% | −85−2.1% | Reduced |
| International Private Wealth Advisors LLC | 4,064 | $284.1K | 0.18% | −448−9.9% | Reduced |
| Omnia Family Wealth, LLC | 4,067 | $284.3K | 0.08% | −848−17.3% | Reduced |
| Sara-Bay Financial | 4,059 | $284.4K | 0.09% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 4,090 | $285.0K | 0.08% | −9,320−69.5% | Reduced |
| Kelly Financial Group LLC | 4,083 | $285.5K | 0.07% | +43+1.1% | Added |
| Carr Financial Group Corp | 4,086 | $285.7K | 0.08% | +52+1.3% | Added |
| Clear Investment Research, LLC | 4,094 | $286.2K | 0.47% | +13+0.3% | Added |
| Bucket List Wealth Management, LLC | 4,094 | $286.3K | 0.17% | +4,094 | New |
| Triangle Securities Wealth Management | 4,098 | $286.5K | 0.06% | −130−3.1% | Reduced |
| Crusonia Wealth Advisors LLC | 4,098 | $286.5K | 0.06% | +4,098 | New |
| Cherokee Insurance Co | 4,100 | $286.6K | 0.12% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 4,105 | $287.0K | 0.09% | +323+8.5% | Added |
| Cabot Wealth Management Inc | 4,108 | $287.2K | 0.03% | 00.0% | Unchanged |
| M1 Capital Management LLC | 4,109 | $287.3K | 0.12% | +99+2.5% | Added |
| Legacy Financial Strategies, LLC | 4,114 | $287.6K | 0.05% | +322+8.5% | Added |
| One Wealth Capital Management, LLC | 4,115 | $287.7K | 0.12% | +621+17.8% | Added |
| Frederick Financial Consultants, LLC | 4,117 | $287.8K | 0.16% | +197+5.0% | Added |
| Accel Wealth Management | 4,123 | $288.2K | 0.08% | +259+6.7% | Added |
| Pring Turner Capital Group Inc | 4,123 | $288.2K | 0.18% | −60−1.4% | Reduced |
| Presper Financial Architects, LLC | 4,125 | $288.4K | 0.16% | +39+1.0% | Added |
| WealthPoint Financial, LLC | 4,126 | $288.4K | 0.25% | +4,126 | New |
| Reliant Investment Partners, LLC | 4,128 | $288.6K | 0.23% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,993 | $289.8K | 0.03% | −1,000−20.0% | Reduced |
| Indiana Trust & Investment Management CO | 4,146 | $289.8K | 0.09% | 00.0% | Unchanged |
| NavPoint Financial, Inc. | 4,146 | $289.9K | 0.12% | +685+19.8% | Added |
| Master's Wealth Management Inc. | 4,149 | $290.0K | 0.10% | +4,149 | New |
| Sageworth Trust Co | 4,150 | $290.1K | 0.01% | −5,688−57.8% | Reduced |
| GreatBanc Trust CO | 4,150 | $290.1K | 0.20% | −130−3.0% | Reduced |
| TFC Financial Management | 4,157 | $290.6K | 0.04% | −1,328−24.2% | Reduced |
| Rather & Kittrell, Inc. | 4,157 | $290.6K | 0.05% | +309+8.0% | Added |
| Clear Street Markets LLC | 4,163 | $291.0K | 0.05% | −4,037−49.2% | Reduced |
| Zuckerman Investment Group, LLC | 4,163 | $291.0K | 0.03% | −335−7.4% | Reduced |
| Beacon Financial Strategies CORP | 4,181 | $292.3K | 0.16% | −150−3.5% | Reduced |
| Asset One Wealth Management LLC | 3,881 | $292.4K | 0.04% | +3,881 | New |
| Colony Family Offices, LLC | 4,184 | $292.5K | 0.07% | 00.0% | Unchanged |
| Willner & Heller, LLC | 4,184 | $292.5K | 0.21% | +41+1.0% | Added |
| SOL Capital Management CO | 4,190 | $293.0K | 0.03% | −107−2.5% | Reduced |
| Strategic Wealth Designers | 4,193 | $293.2K | 0.04% | −6,075−59.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,197 | $293.4K | 0.25% | −15,665−78.9% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,200 | $293.6K | 0.14% | +61+1.5% | Added |
| Fidelity D & D Bancorp Inc | 4,202 | $293.8K | 0.13% | −698−14.2% | Reduced |
| Sound Financial Strategies Group, LLC | 4,202 | $293.8K | 0.21% | +4,202 | New |
| Red Wave Investments LLC | 4,203 | $293.8K | 0.09% | +5+0.1% | Added |
| BCGM Wealth Management, LLC | 4,205 | $294.0K | 0.08% | −313−6.9% | Reduced |
| Mosaic Financial Group, LLC | 4,211 | $294.0K | 0.20% | +11+0.3% | Added |
| Baugh & Associates, LLC | 4,280 | $294.1K | 0.14% | −243−5.4% | Reduced |
| Black Diamond Financial, LLC | 4,213 | $294.5K | 0.03% | +4,213 | New |
| Central Valley Advisors, LLC | 4,217 | $294.8K | 0.09% | +82+2.0% | Added |
| Noble Family Wealth, LLC | 4,217 | $294.8K | 0.06% | −60−1.4% | Reduced |
| Gateway Wealth Partners, LLC | 4,220 | $295.1K | 0.03% | +355+9.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 3,789 | $295.4K | 0.09% | +3,789 | New |
| Capital Advisors, Ltd. LLC | 4,238 | $296.0K | 0.04% | +214+5.3% | Added |
| Bulltick Wealth Management, LLC | 4,235 | $296.1K | 0.06% | +4,235 | New |
| AXS Investments LLC | 4,238 | $296.3K | 0.10% | −715−14.4% | Reduced |
| Manske Wealth Management | 4,247 | $296.9K | 0.09% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 4,251 | $297.2K | 0.08% | +1,078+34.0% | Added |
| Andrews Advisory Associates, LLC | 4,257 | $297.6K | 0.16% | +4,257 | New |
| TSG Advice Partners, LLC | 4,257 | $297.6K | 0.05% | +4,257 | New |
| BTC Capital Management, Inc. | 4,264 | $298.1K | 0.02% | +264+6.6% | Added |
| Baker Ellis Asset Management LLC | 4,266 | $298.2K | 0.04% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 4,270 | $298.5K | 0.05% | +544+14.6% | Added |
| Cheviot Value Management, LLC | 4,089 | $298.7K | 0.03% | −300−6.8% | Reduced |
| Swan Global Investments, LLC | 4,276 | $298.9K | 0.01% | −624−12.7% | Reduced |
| Oxler Private Wealth LLC | 4,284 | $299.5K | 0.09% | −627−12.8% | Reduced |
| EdgeRock Capital LLC | 4,293 | $300.2K | 0.08% | +532+14.1% | Added |
| Encompass More Asset Management | 4,296 | $300.3K | 0.06% | −479−10.0% | Reduced |
| Curran Financial Partners, LLC | 4,297 | $300.4K | 0.06% | −25−0.6% | Reduced |
| QTR Family Wealth, LLC | 3,911 | $300.4K | 0.13% | +94+2.5% | Added |
| Watchman Group, Inc. | 4,308 | $301.2K | 0.07% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4,269 | $301.3K | 0.10% | +180+4.4% | Added |
| Financial Strategies Group, Inc. | 4,442 | $301.3K | 0.05% | −10.0% | Reduced |
| Liberty Capital Management, Inc. | 4,317 | $301.8K | 0.06% | −44−1.0% | Reduced |
| Washington Trust Bank | 4,319 | $301.9K | 0.02% | +65+1.5% | Added |