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 2026
Institutional positions in Coca Cola Co as of Mar 31, 2026. 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
- 3,583
- +154 vs. Q4 2025
- Shares held
- 3.18B
- +434.9M (+15.8%) vs. Q4 2025
- Total value
- $241.9B
- +$50.0B (+26.1%) vs. Q4 2025
- New holders
- 262
- 1,368 more added
- Sold out
- 108
- 1,440 more reduced
54 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moneywise, Inc. | 2,663 | $202.5K | 0.09% | +2,663 | New |
| Pacifica Partners Inc. | 2,663 | $202.5K | 0.07% | 00.0% | Unchanged |
| Grantvest Financial Group LLC | 2,677 | $203.5K | 0.13% | +2,677 | New |
| Gilliland Jeter Wealth Management LLC | 2,676 | $203.5K | 0.06% | +2,676 | New |
| Pflug Koory, LLC | 2,677 | $203.6K | 0.09% | 00.0% | Unchanged |
| Sterling Investment Management, Inc. | 2,680 | $203.8K | 0.12% | +2,680 | New |
| Intergy Private Wealth, LLC | 2,681 | $203.9K | 0.06% | +2,681 | New |
| Lauterbach Financial Advisors, LLC | 2,682 | $204.0K | 0.10% | +2,682 | New |
| Fiduciary Wealth Partners, LLC | 2,685 | $204.2K | 0.13% | −1,069−28.5% | Reduced |
| PUREfi Wealth, LLC | 2,694 | $204.9K | 0.13% | +2,694 | New |
| Peterson Wealth Advisors, LLC | 2,698 | $205.2K | 0.03% | +2,698 | New |
| Echo45 Advisors LLC | 2,708 | $205.9K | 0.12% | +2,708 | New |
| CogentBlue Wealth Advisors, LLC | 2,713 | $206.3K | 0.14% | +2,713 | New |
| Forefront Wealth Partners, LLC | 2,720 | $206.9K | 0.09% | +2,720 | New |
| Bernardo Wealth Planning LLC | 2,722 | $207.0K | 0.04% | +2,722 | New |
| Trust Co | 2,724 | $207.2K | 0.02% | −339−11.1% | Reduced |
| Ipsen Advisor Group LLC | 2,724 | $207.2K | 0.14% | −371−12.0% | Reduced |
| Objective Capital Management, LLC | 2,724 | $207.2K | 0.21% | +2,724 | New |
| Boyd Wealth Management, LLC | 2,730 | $207.6K | 0.09% | +2,730 | New |
| Baron Wealth Management LLC | 2,737 | $208.2K | 0.06% | +2,737 | New |
| Twin Focus Capital Partners, LLC | 2,738 | $208.2K | 0.02% | +2,738 | New |
| Shira Ridge Wealth Management | 2,739 | $208.3K | 0.08% | +2,739 | New |
| Millstone Evans Group, LLC | 2,740 | $208.4K | 0.13% | +204+8.0% | Added |
| Whitcomb & Hess, Inc. | 2,741 | $208.5K | 0.05% | +2,741 | New |
| 49 Wealth Management, LLC | 2,748 | $209.0K | 0.02% | +2,748 | New |
| McHugh Group, LLC | 2,752 | $209.3K | 0.12% | +2,752 | New |
| Tulsa Wealth Advisors, INC | 2,757 | $209.7K | 0.04% | −2,699−49.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,758 | $209.7K | 0.07% | +2,758 | New |
| Francis Financial, Inc. | 2,761 | $210.0K | 0.04% | +2,761 | New |
| Integris Wealth Management, LLC | 2,764 | $210.2K | 0.05% | +2,764 | New |
| ASL Financial, LLC | 2,766 | $210.4K | 0.17% | +2,766 | New |
| Investment Research Partners LLC | 2,767 | $210.4K | 0.09% | +2,767 | New |
| Aspen Wealth Strategies, LLC | 2,773 | $210.9K | 0.11% | +2,773 | New |
| Goldstone Financial Group, LLC | 2,774 | $211.0K | 0.02% | +2,774 | New |
| Compass Financial Services Inc | 2,774 | $211.0K | 0.09% | −590−17.5% | Reduced |
| Swan Global Investments, LLC | 2,776 | $211.1K | 0.01% | −1,500−35.1% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,777 | $211.2K | 0.12% | +2,777 | New |
| Barrett & Company, Inc. | 2,781 | $211.5K | 0.07% | 00.0% | Unchanged |
| Leisure Capital Management | 2,790 | $212.2K | 0.07% | +2,790 | New |
| Unify Financial Advisors | 2,794 | $212.5K | 0.22% | +2,794 | New |
| Purewater Capital LLC | 2,797 | $212.7K | 0.20% | +2,797 | New |
| Mill Creek Capital Advisors, LLC | 2,799 | $212.9K | 0.00% | +2,799 | New |
| Aspect Partners, LLC | 2,800 | $212.9K | 0.09% | +10.0% | Added |
| Slocum, Gordon & Co LLP | 2,800 | $212.9K | 0.14% | +2,800 | New |
| Aua Capital Management, LLC | 2,802 | $213.1K | 0.11% | +2,802 | New |
| Lighthouse Financial Services Inc | 2,816 | $213.8K | 0.05% | +2,816 | New |
| Betterment LLC | 2,813 | $214.0K | 0.00% | +2,813 | New |
| Taylor Financial Group, Inc. | 2,814 | $214.0K | 0.13% | −708−20.1% | Reduced |
| Consolidated Capital Management, LLC | 2,814 | $214.0K | 0.07% | +2,814 | New |
| Piscataqua Savings Bank | 2,819 | $214.4K | 0.15% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 2,800 | $214.4K | 0.02% | −495−15.0% | Reduced |
| Global Wealth Strategies & Associates | 2,821 | $214.5K | 0.05% | +991+54.2% | Added |
| Nikulski Financial, Inc. | 2,818 | $214.5K | 0.05% | +2,818 | New |
| Atlas Capital Advisors LLC | 2,824 | $214.8K | 0.02% | +197+7.5% | Added |
| WealthSpring Partners, LLC | 2,826 | $214.9K | 0.20% | +2,826 | New |
| Sage Mountain Advisors LLC | 2,827 | $215.0K | 0.02% | −26,811−90.5% | Reduced |
| Santori & Peters | 2,840 | $216.0K | 0.07% | +2,840 | New |
| Truepoint, Inc. | 2,840 | $216.0K | 0.00% | −4,242−59.9% | Reduced |
| JM2 Capital Inc. | 2,841 | $216.0K | 0.18% | +2,841 | New |
| UMA Financial Services, Inc. | 2,843 | $216.2K | 0.03% | +235+9.0% | Added |
| Carderock Capital Management Inc | 2,850 | $216.7K | 0.05% | +2,850 | New |
| Alphadyne Asset Management LP | 2,854 | $217.0K | 0.03% | −3,366−54.1% | Reduced |
| Menard Financial Group LLC | 2,854 | $217.0K | 0.15% | +2,854 | New |
| Westshore Wealth, LLC | 2,858 | $217.4K | 0.08% | −200−6.5% | Reduced |
| Parkwoods Wealth Partners, LLC | 2,859 | $217.4K | 0.05% | +2,859 | New |
| Nova R Wealth, Inc. | 2,861 | $217.6K | 0.07% | +2,861 | New |
| Hohimer Wealth Management, LLC | 2,862 | $217.6K | 0.03% | +2,862 | New |
| Schubert & Co | 2,863 | $217.7K | 0.18% | +2,863 | New |
| Shakespeare Wealth Management, Inc. | 2,868 | $218.1K | 0.05% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 2,873 | $218.5K | 0.07% | −184−6.0% | Reduced |
| IMG Wealth Management, Inc. | 2,874 | $218.6K | 0.14% | −363−11.2% | Reduced |
| Gill Capital Partners, LLC | 2,875 | $218.6K | 0.06% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2,881 | $219.1K | 0.07% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 2,885 | $219.4K | 0.04% | +5+0.2% | Added |
| Gibraltar Capital Management, Inc. | 2,886 | $219.5K | 0.04% | +2,886 | New |
| Cherrydale Wealth Management, LLC | 2,888 | $219.6K | 0.07% | +25+0.9% | Added |
| AXS Investments LLC | 2,888 | $219.6K | 0.09% | −1,350−31.9% | Reduced |
| Torrey Growth & Income Advisors | 2,900 | $219.7K | 0.09% | 00.0% | Unchanged |
| Capital & Planning, LLC | 2,889 | $219.7K | 0.13% | +2,889 | New |
| Alexander Labrunerie & Co., Inc. | 2,890 | $219.8K | 0.08% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 2,891 | $219.9K | 0.07% | −125−4.1% | Reduced |
| Symmetry Partners, LLC | 2,893 | $220.0K | 0.01% | +2,893 | New |
| ETF Portfolio Partners, Inc. | 2,899 | $220.5K | 0.06% | 00.0% | Unchanged |
| BDFS Capital LLC | 2,880 | $220.6K | 0.11% | −208−6.7% | Reduced |
| Monument Group Wealth Advisors, LLC | 2,907 | $221.1K | 0.12% | −504−14.8% | Reduced |
| M3 Advisory Group, LLC | 2,914 | $221.6K | 0.14% | +2,914 | New |
| Flywheel Private Wealth LLC | 2,917 | $221.9K | 0.13% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 2,919 | $222.0K | 0.08% | +2,919 | New |
| TCFG Investment Advisors, LLC | 2,919 | $222.0K | 0.08% | +2,919 | New |
| Intrepid Financial Planning Group LLC | 2,924 | $222.4K | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,929 | $222.8K | 0.02% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 2,930 | $222.8K | 0.11% | +24+0.8% | Added |
| Everstar Asset Management, LLC | 2,931 | $222.9K | 0.12% | +2,931 | New |
| JPL Wealth Management, LLC | 2,932 | $223.0K | 0.05% | +2,932 | New |
| TSFG, LLC | 2,937 | $223.0K | 0.03% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 2,938 | $223.4K | 0.04% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 2,931 | $223.6K | 0.19% | −17−0.6% | Reduced |
| Elm Partners Management LLC | 2,937 | $224.0K | 0.01% | +2,937 | New |
| Strategic Point Investment Advisors, LLC | 2,950 | $224.3K | 0.03% | −70−2.3% | Reduced |
| Helen Stephens Group, LLC | 2,955 | $224.7K | 0.04% | +2,955 | New |