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 |
|---|---|---|---|---|---|
| RWM Asset Management, LLC | 3,544 | $269.5K | 0.03% | −259−6.8% | Reduced |
| Heck Capital Advisors, LLC | 3,540 | $269.9K | 0.02% | −3,418−49.1% | Reduced |
| Legacy Advisors, LLC | 3,535 | $270.8K | 0.03% | −151−4.1% | Reduced |
| Valley National Advisers Inc | 3,576 | $271.0K | 0.04% | +46+1.3% | Added |
| Disciplined Investments, LLC | 3,567 | $271.3K | 0.10% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 3,573 | $271.8K | 0.06% | −439−10.9% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,580 | $272.3K | 0.04% | −200−5.3% | Reduced |
| Westover Capital Advisors, LLC | 3,580 | $272.3K | 0.05% | +3,580 | New |
| Limestone Investment Advisors LP | 3,580 | $272.3K | 0.13% | +3,580 | New |
| Solstein Capital, LLC | 3,583 | $272.5K | 0.11% | −210−5.5% | Reduced |
| Insight Wealth Strategies, LLC | 3,587 | $272.8K | 0.03% | +3+0.1% | Added |
| Legacy Financial Independent Advisors LLC | 3,589 | $272.9K | 0.14% | +3,589 | New |
| Rebalance, LLC | 3,599 | $273.7K | 0.02% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 3,600 | $273.8K | 0.11% | −61−1.7% | Reduced |
| Centerline Wealth Advisors, LLC | 3,600 | $273.8K | 0.10% | −7−0.2% | Reduced |
| Altus Wealth Group LLC | 3,605 | $274.1K | 0.11% | +595+19.8% | Added |
| Burns Matteson Capital Management, LLC | 3,605 | $274.2K | 0.11% | −28−0.8% | Reduced |
| Safe Harbor Fiduciary, LLC | 3,606 | $274.2K | 0.26% | −195−5.1% | Reduced |
| Fca Corp | 3,611 | $274.6K | 0.08% | −1,021−22.0% | Reduced |
| Warner Financial, Inc | 3,613 | $275.0K | 0.09% | 00.0% | Unchanged |
| Power Wealth Management LLC | 3,622 | $275.5K | 0.10% | +553+18.0% | Added |
| Broadway Wealth Solutions, Inc. | 3,624 | $275.6K | 0.14% | +192+5.6% | Added |
| Buckley Wealth Management, LLC | 3,599 | $275.6K | 0.07% | +59+1.7% | Added |
| Concorde Asset Management, LLC | 3,603 | $275.9K | 0.14% | −235−6.1% | Reduced |
| Client 1st Advisory Group, LLC | 3,631 | $276.1K | 0.08% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 3,639 | $276.7K | 0.15% | +93+2.6% | Added |
| US Asset Management LLC | 3,647 | $277.4K | 0.24% | +7+0.2% | Added |
| Benin Management CORP | 3,651 | $277.7K | 0.06% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,652 | $277.8K | 0.05% | +381+11.6% | Added |
| PFS Partners, LLC | 3,655 | $278.0K | 0.13% | −16−0.4% | Reduced |
| Oxler Private Wealth LLC | 3,656 | $278.1K | 0.09% | −628−14.7% | Reduced |
| Greenwich Wealth Management LLC | 3,665 | $279.0K | 0.01% | +45+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 3,671 | $279.2K | 0.02% | −117−3.1% | Reduced |
| Compass Financial Group, INC | 3,674 | $279.4K | 0.04% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,673 | $279.4K | 0.03% | −131−3.4% | Reduced |
| Eurizon SLJ Capital Ltd | 3,678 | $279.7K | 0.13% | −4,218−53.4% | Reduced |
| Patron Partners Advisors, LLC | 3,679 | $279.8K | 0.12% | −1,045−22.1% | Reduced |
| American Trust | 3,679 | $279.8K | 0.02% | −99−2.6% | Reduced |
| Hoertkorn Richard Charles | 3,680 | $279.9K | 0.23% | −765−17.2% | Reduced |
| Manning & Napier Advisors LLC | 3,679 | $280.6K | 0.00% | +642+21.1% | Added |
| Swisher Financial Concepts, Inc. | 3,692 | $280.8K | 0.16% | +112+3.1% | Added |
| Brick & Kyle, Associates | 3,700 | $281.4K | 0.09% | +3,700 | New |
| Financial Consulate, Inc | 3,698 | $281.4K | 0.04% | +124+3.5% | Added |
| Doliver Advisors, LP | 3,701 | $281.5K | 0.06% | −1,524−29.2% | Reduced |
| Dillon & Associates Inc | 3,727 | $283.0K | 0.04% | +2+0.1% | Added |
| Roble, Belko & Company, Inc | 3,720 | $283.0K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 3,726 | $283.4K | 0.08% | −127−3.3% | Reduced |
| Integrity Financial Corp | 3,702 | $283.5K | 0.14% | +3,702 | New |
| Independent Wealth Network Inc. | 3,729 | $283.6K | 0.08% | −2−0.1% | Reduced |
| Foster & Motley Inc | 3,733 | $284.0K | 0.01% | −84−2.2% | Reduced |
| Insight Advisors, LLC | 3,737 | $284.2K | 0.05% | −35−0.9% | Reduced |
| Navis Wealth Advisors, LLC | 3,741 | $284.5K | 0.15% | −4,183−52.8% | Reduced |
| Volterra Technologies LP | 3,742 | $284.6K | 0.20% | +3,742 | New |
| Novak & Powell Financial Services, Inc. | 3,742 | $284.6K | 0.15% | +865+30.1% | Added |
| Sentinel Advisory Group, LLC | 3,744 | $284.7K | 0.14% | +3,744 | New |
| L.K. Benson & Company, P.C. | 3,747 | $285.0K | 0.09% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 3,747 | $285.0K | 0.07% | +7+0.2% | Added |
| Iron Financial, LLC | 3,765 | $286.3K | 0.13% | −39−1.0% | Reduced |
| Crown Wealth Group, LLC | 3,768 | $286.6K | 0.08% | +412+12.3% | Added |
| Pring Turner Capital Group Inc | 4,123 | $288.2K | 0.17% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,796 | $288.7K | 0.05% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 3,800 | $289.0K | 0.13% | −600−13.6% | Reduced |
| Bayesian Capital Management, LP | 3,800 | $289.0K | 0.35% | +3,800 | New |
| Wood Tarver Financial Group, LLC | 3,801 | $289.0K | 0.08% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 3,775 | $289.1K | 0.21% | +86+2.3% | Added |
| Aufman Associates Inc | 3,802 | $289.2K | 0.14% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,806 | $289.4K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3,817 | $290.3K | 0.03% | +3,817 | New |
| Mendel Capital Management LLC | 3,818 | $290.3K | 0.15% | +3,818 | New |
| Chiron Capital Management, LLC | 3,823 | $290.7K | 0.30% | +3,823 | New |
| Worth Asset Management, LLC | 3,832 | $291.4K | 0.11% | +937+32.4% | Added |
| Tripletail Wealth Management, LLC | 3,801 | $291.6K | 0.40% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 3,835 | $291.7K | 0.23% | +279+7.8% | Added |
| Madison Wealth Partners, Inc | 3,837 | $291.8K | 0.05% | +3,837 | New |
| Heritage Investment Group, Inc. | 3,842 | $292.2K | 0.04% | −7−0.2% | Reduced |
| Sagewood Asset Management LP | 3,844 | $292.3K | 0.09% | +3,844 | New |
| Prosperitas Financial LLC | 3,846 | $292.5K | 0.11% | +456+13.5% | Added |
| Compass Wealth Management, LLC | 3,849 | $292.8K | 0.13% | −5−0.1% | Reduced |
| Ssi Investment Management LLC | 3,853 | $293.0K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 3,856 | $293.2K | 0.09% | −62−1.6% | Reduced |
| Willner & Heller, LLC | 3,863 | $293.8K | 0.22% | −321−7.7% | Reduced |
| Sax Wealth Advisors, LLC | 4,205 | $294.0K | 0.01% | −139−3.2% | Reduced |
| Accel Wealth Management | 3,871 | $294.4K | 0.08% | −252−6.1% | Reduced |
| Vestia Personal Wealth Advisors | 3,880 | $295.5K | 0.14% | +61+1.6% | Added |
| Buska Wealth Management, LLC | 3,886 | $295.5K | 0.12% | −6−0.2% | Reduced |
| Kozak & Associates, Inc. | 3,872 | $295.8K | 0.06% | −548−12.4% | Reduced |
| Endeavor Private Wealth, Inc. | 3,873 | $296.6K | 0.09% | +122+3.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 3,900 | $296.6K | 0.17% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 3,900 | $296.6K | 0.15% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,901 | $296.7K | 0.29% | +29+0.7% | Added |
| Alchemi Wealth, LLC | 3,900 | $296.7K | 0.16% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 3,903 | $296.8K | 0.08% | −374−8.7% | Reduced |
| Pathway Financial Advisors LLC | 3,874 | $297.2K | 0.04% | −600−13.4% | Reduced |
| Trinity Financial Advisors LLC | 3,883 | $297.4K | 0.08% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,914 | $297.7K | 0.05% | −27−0.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3,916 | $297.8K | 0.07% | +127+3.4% | Added |
| Mustico Financial Group, Inc. | 2,664 | $298.0K | 0.22% | +2,664 | New |
| Puzo Michael J | 3,920 | $298.1K | 0.09% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 3,920 | $298.1K | 0.07% | +488+14.2% | Added |
| White Pine Capital LLC | 3,922 | $298.3K | 0.08% | +15+0.4% | Added |