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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Willis Johnson & Associates, Inc. | 3,239 | $246.3K | 0.01% | +3,239 | New |
| Redwood Financial Network Corp | 3,243 | $246.6K | 0.16% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 3,221 | $246.7K | 0.03% | +44+1.4% | Added |
| Jessup Wealth Management, Inc | 3,246 | $246.8K | 0.09% | −160−4.7% | Reduced |
| Fairview Capital Investment Management, LLC | 3,249 | $247.1K | 0.01% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,249 | $247.1K | 0.07% | +3+0.1% | Added |
| Wetzel Investment Advisors, Inc. | 3,227 | $247.1K | 0.10% | −58−1.8% | Reduced |
| StoryOne LLC | 0 | $247.5K | 0.14% | 0 | New |
| Clarendon Private LLC | 3,256 | $247.6K | 0.19% | +3,256 | New |
| Waller Financial Planning Group, Inc | 3,260 | $247.9K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 3,269 | $248.6K | 0.03% | +31+1.0% | Added |
| Basepoint Wealth LLC | 3,274 | $249.0K | 0.14% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 3,279 | $249.4K | 0.06% | +388+13.4% | Added |
| Stegner Investment Associates Inc. | 3,280 | $249.4K | 0.14% | 00.0% | Unchanged |
| Innova Wealth Partners | 3,285 | $249.8K | 0.12% | +257+8.5% | Added |
| One Wealth Capital Management, LLC | 3,192 | $250.1K | 0.11% | −923−22.4% | Reduced |
| Curated Wealth Partners LLC | 3,290 | $250.2K | 0.03% | +3,290 | New |
| Pitcairn Wealth Advisors LLC | 3,585 | $250.6K | 0.02% | 00.0% | Unchanged |
| Numerai GP LLC | 3,300 | $251.0K | 0.03% | +3,300 | New |
| Acorn Creek Capital LLC | 3,301 | $251.0K | 0.09% | +305+10.2% | Added |
| Fortune Financial Advisors, LLC | 3,307 | $251.5K | 0.13% | −129−3.8% | Reduced |
| Caitlin John, LLC | 3,309 | $251.6K | 0.15% | −95−2.8% | Reduced |
| Mirabaud & Cie SA | 3,323 | $252.7K | 0.10% | −12,005−78.3% | Reduced |
| Cascade Investment Advisors, Inc. | 3,326 | $252.9K | 0.15% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $253.0K | 0.02% | 00.0% | Unchanged |
| Vilga Financial Planning LLC | 3,334 | $253.6K | 0.23% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 3,334 | $253.6K | 0.35% | +3,334 | New |
| North Capital, Inc. | 3,337 | $253.8K | 0.21% | −430−11.4% | Reduced |
| Insight 2811, Inc. | 3,341 | $254.1K | 0.11% | −45−1.3% | Reduced |
| Miller Financial Services LLC | 3,341 | $254.1K | 0.28% | −10−0.3% | Reduced |
| Wedgewood Investors Inc | 3,343 | $254.2K | 0.29% | 00.0% | Unchanged |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 3,345 | $254.4K | 0.23% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,346 | $254.4K | 0.21% | +23+0.7% | Added |
| Ponta Wealth Partners, LLC | 3,351 | $254.8K | 0.20% | +305+10.0% | Added |
| Threadgill Financial, LLC | 3,355 | $255.1K | 0.07% | 00.0% | Unchanged |
| Peoples Bank | 3,356 | $255.2K | 0.16% | −6−0.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,359 | $255.5K | 0.08% | 00.0% | Unchanged |
| Legacy Wealth Partners, LLC | 3,361 | $255.6K | 0.06% | −19−0.6% | Reduced |
| Coastline Trust Co | 3,363 | $255.8K | 0.03% | +2,072+160.5% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,364 | $255.9K | 0.21% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3,365 | $255.9K | 0.05% | +75+2.3% | Added |
| Patton Fund Management, Inc. | 3,366 | $256.0K | 0.04% | +256+8.2% | Added |
| TriaGen Wealth Management LLC | 3,368 | $256.1K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,370 | $256.3K | 0.05% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 3,376 | $256.8K | 0.19% | −334−9.0% | Reduced |
| E&R Wealth Management, LLC | 3,392 | $258.0K | 0.26% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 3,397 | $258.3K | 0.03% | +80+2.4% | Added |
| Castleark Management LLC | 3,397 | $258.3K | 0.01% | 00.0% | Unchanged |
| Private Client Services, LLC | 3,400 | $258.6K | 0.08% | +258+8.2% | Added |
| DV Trading LLC | 3,402 | $258.7K | 0.02% | +94+2.8% | Added |
| Reicon Wealth Advisors, LLC | 3,402 | $258.7K | 0.20% | +3,402 | New |
| Crumly & Associates Inc. | 3,404 | $258.9K | 0.05% | +151+4.6% | Added |
| Tranquilli Financial Advisor LLC | 3,406 | $259.0K | 0.15% | +3,406 | New |
| Ehrenkranz Partners L.P. | 3,407 | $259.1K | 0.20% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 3,408 | $259.1K | 0.02% | +495+17.0% | Added |
| Beacon Capital Management, LLC | 3,408 | $259.2K | 0.05% | +4+0.1% | Added |
| Flatrock Wealth Partners LLC | 3,389 | $259.5K | 0.12% | +235+7.5% | Added |
| Fiducient Advisors LLC | 3,390 | $259.6K | 0.03% | −1,734−33.8% | Reduced |
| Laffer Tengler Investments | 3,419 | $260.0K | 0.04% | −66−1.9% | Reduced |
| Wealth Preservation Advisors, LLC | 3,420 | $260.1K | 0.22% | −4,791−58.3% | Reduced |
| Cascades Capital Asset Management, LLC | 3,422 | $260.3K | 0.11% | +131+4.0% | Added |
| MPS Loria Financial Planners, LLC | 3,424 | $260.5K | 0.07% | +10.0% | Added |
| DeDora Capital, Inc. | 3,426 | $260.5K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,435 | $261.2K | 0.15% | +236+7.4% | Added |
| 626 Financial, LLC | 3,450 | $262.4K | 0.12% | −14−0.4% | Reduced |
| Security National Bank | 3,450 | $262.4K | 0.04% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 3,452 | $262.5K | 0.11% | +4+0.1% | Added |
| Seven Mile Advisory | 3,453 | $262.6K | 0.19% | −2,391−40.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,453 | $262.6K | 0.07% | −55−1.6% | Reduced |
| Creekside Partners | 3,453 | $262.6K | 0.11% | +3,453 | New |
| HORAN Wealth, LLC | 3,458 | $263.0K | 0.02% | +130+3.9% | Added |
| Axis Wealth Partners, LLC | 3,459 | $263.0K | 0.14% | +46+1.3% | Added |
| CMG Global Holdings, LLC | 3,461 | $263.2K | 0.13% | +2+0.1% | Added |
| Yarger Wealth Strategies, LLC | 3,468 | $263.8K | 0.11% | +48+1.4% | Added |
| MeadowBrook Investment Advisors LLC | 3,469 | $263.8K | 0.23% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 3,472 | $264.1K | 0.24% | −574−14.2% | Reduced |
| Sherman Asset Management, Inc. | 3,476 | $264.3K | 0.24% | +59+1.7% | Added |
| Intrepid Capital Management Inc | 3,478 | $264.5K | 0.10% | +210+6.4% | Added |
| Scissortail Wealth Management, LLC | 3,478 | $264.5K | 0.05% | 00.0% | Unchanged |
| Investment Planning Advisors, Inc. | 3,479 | $264.5K | 0.07% | −100−2.8% | Reduced |
| Silver Coast Investments LLC | 3,481 | $264.7K | 0.08% | −41−1.2% | Reduced |
| Chelsea Counsel Co | 3,457 | $264.7K | 0.12% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,506 | $265.0K | 0.06% | −114−3.1% | Reduced |
| Atlas Legacy Advisors, LLC | 3,486 | $265.3K | 0.05% | −1,116−24.3% | Reduced |
| Well Done, LLC | 3,490 | $265.4K | 0.04% | −357−9.3% | Reduced |
| BFSG, LLC | 3,491 | $265.5K | 0.03% | −61−1.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,492 | $265.6K | 0.14% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 3,499 | $266.1K | 0.08% | +141+4.2% | Added |
| BFI Infinity Ltd. | 3,500 | $266.2K | 0.15% | +3,500 | New |
| Noesis Capital Mangement Corp | 3,502 | $266.3K | 0.04% | −350−9.1% | Reduced |
| Cynosure Management, LLC | 3,504 | $266.5K | 0.03% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 3,513 | $267.2K | 0.24% | +389+12.5% | Added |
| Carlson Financial, Inc. | 3,513 | $267.2K | 0.16% | −10−0.3% | Reduced |
| Horizon Wealth Management, LLC | 3,514 | $267.2K | 0.04% | −2,441−41.0% | Reduced |
| SJS Investment Consulting Inc. | 3,516 | $267.4K | 0.03% | −447−11.3% | Reduced |
| KFG Wealth Management, LLC | 3,521 | $267.8K | 0.03% | +266+8.2% | Added |
| Motive Wealth Advisors | 3,525 | $268.1K | 0.13% | +115+3.4% | Added |
| SL Advisors, LLC | 3,529 | $268.4K | 0.45% | +229+6.9% | Added |
| PlanVest Financial, Inc | 3,532 | $268.6K | 0.20% | +3,532 | New |
| Newport Capital Group, LLC | 3,538 | $269.1K | 0.16% | +116+3.4% | Added |