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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 3,925 | $298.6K | 0.05% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 3,927 | $298.6K | 0.25% | −1,553−28.3% | Reduced |
| COFG Advisors, LLC | 3,933 | $299.1K | 0.07% | +8+0.2% | Added |
| Paragon Financial Partners, Inc. | 3,943 | $299.3K | 0.17% | +2+0.1% | Added |
| Prosperity Financial Group, Inc. | 3,937 | $299.4K | 0.11% | +114+3.0% | Added |
| Verus Financial Partners, Inc. | 3,993 | $300.2K | 0.03% | 00.0% | Unchanged |
| Value Investment Professionals, LLC | 3,951 | $300.5K | 0.66% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 3,952 | $300.5K | 0.13% | +913+30.0% | Added |
| FSA Advisors, Inc. | 3,952 | $300.6K | 0.20% | +3,952 | New |
| WealthPoint Financial, LLC | 3,963 | $301.4K | 0.25% | −163−4.0% | Reduced |
| Wexford Capital LP | 3,964 | $301.5K | 0.05% | +3,964 | New |
| Stronghold Wealth Management L.L.C. | 3,965 | $301.5K | 0.46% | −36−0.9% | Reduced |
| Core Wealth Advisors, Inc. | 3,965 | $301.5K | 0.07% | +3,965 | New |
| CCM Investment Advisers LLC | 3,973 | $302.1K | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 3,947 | $302.2K | 0.08% | +3,511+805.3% | Added |
| Bouchey Financial Group Ltd | 3,873 | $302.8K | 0.02% | +852+28.2% | Added |
| Blue Water Asset Management | 3,982 | $302.8K | 0.10% | −546−12.1% | Reduced |
| LeClair Wealth Partners LLC | 3,982 | $302.8K | 0.10% | +3,982 | New |
| Osprey Private Wealth LLC | 3,986 | $303.1K | 0.09% | 00.0% | Unchanged |
| Landing Point Financial Group, LLC | 3,987 | $303.2K | 0.15% | +129+3.3% | Added |
| International Private Wealth Advisors LLC | 3,988 | $303.3K | 0.19% | −76−1.9% | Reduced |
| Morris Retirement Advisors, LLC | 3,990 | $303.5K | 0.12% | +42+1.1% | Added |
| Brooktree Capital Management | 4,000 | $304.2K | 0.24% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $304.2K | 0.17% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 4,000 | $304.2K | 0.23% | 00.0% | Unchanged |
| Encompass More Asset Management | 4,005 | $304.6K | 0.05% | −291−6.8% | Reduced |
| Horizon Bancorp Inc | 4,015 | $305.0K | 0.15% | +40+1.0% | Added |
| Congress Park Capital LLC | 4,013 | $305.2K | 0.09% | 00.0% | Unchanged |
| Manske Wealth Management | 4,017 | $305.5K | 0.09% | −230−5.4% | Reduced |
| Legacy Wealth Advisors, LLC | 4,023 | $305.9K | 0.16% | +606+17.7% | Added |
| Bienville Capital Management, LLC | 4,000 | $306.3K | 0.06% | 00.0% | Unchanged |
| VanWeelden Wealth Management, LLC | 4,033 | $306.7K | 0.24% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 4,034 | $306.8K | 0.00% | −419−9.4% | Reduced |
| M1 Capital Management LLC | 4,039 | $307.2K | 0.14% | −70−1.7% | Reduced |
| Berkshire Bank | 4,045 | $307.6K | 0.06% | +4,045 | New |
| Aletheian Wealth Advisors LLC | 4,056 | $308.5K | 0.15% | +4,056 | New |
| Sara-Bay Financial | 4,059 | $308.7K | 0.10% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 4,059 | $308.7K | 0.11% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 4,079 | $309.0K | 0.25% | +158+4.0% | Added |
| Fullerton Fund Management Co Ltd. | 4,068 | $309.4K | 0.02% | +4,068 | New |
| American National Bank | 4,069 | $309.4K | 0.03% | +2,169+114.2% | Added |
| KG&L Capital Management,LLC | 4,069 | $309.4K | 0.22% | −5,665−58.2% | Reduced |
| Kelly Financial Group LLC | 4,083 | $310.6K | 0.08% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 4,086 | $310.7K | 0.04% | −22−0.5% | Reduced |
| Cheviot Value Management, LLC | 4,089 | $311.0K | 0.03% | 00.0% | Unchanged |
| Cherokee Insurance Co | 4,100 | $311.8K | 0.12% | 00.0% | Unchanged |
| Frederick Financial Consultants, LLC | 4,107 | $312.3K | 0.16% | −10−0.2% | Reduced |
| Legacy Financial Strategies, LLC | 4,114 | $312.9K | 0.06% | 00.0% | Unchanged |
| Strategic Wealth Designers | 4,114 | $312.9K | 0.04% | −79−1.9% | Reduced |
| Curran Financial Partners, LLC | 4,120 | $313.4K | 0.06% | −177−4.1% | Reduced |
| Phillips Financial Management, LLC | 4,122 | $313.5K | 0.02% | −884−17.7% | Reduced |
| Signature Equity Partners, LLC | 4,129 | $314.0K | 0.17% | +605+17.2% | Added |
| Clark Asset Management, LLC | 4,130 | $314.1K | 0.03% | +711+20.8% | Added |
| Financial Partners Group, Inc | 4,137 | $314.6K | 0.04% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 4,138 | $314.7K | 0.26% | +10+0.2% | Added |
| Triangle Securities Wealth Management | 4,145 | $315.2K | 0.07% | +47+1.1% | Added |
| BOS Asset Management, LLC | 4,146 | $315.3K | 0.08% | +593+16.7% | Added |
| NavPoint Financial, Inc. | 4,146 | $315.3K | 0.13% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 4,150 | $315.6K | 0.04% | −116−2.7% | Reduced |
| TFC Financial Management | 4,155 | $316.0K | 0.04% | −20.0% | Reduced |
| Crusonia Wealth Advisors LLC | 4,159 | $316.3K | 0.07% | +61+1.5% | Added |
| Zuckerman Investment Group, LLC | 4,163 | $316.6K | 0.03% | 00.0% | Unchanged |
| Presper Financial Architects, LLC | 4,174 | $317.4K | 0.19% | +49+1.2% | Added |
| Red Wave Investments LLC | 4,178 | $317.7K | 0.09% | −25−0.6% | Reduced |
| Beacon Financial Strategies CORP | 4,181 | $318.0K | 0.18% | 00.0% | Unchanged |
| Code Waechter LLC | 4,182 | $318.0K | 0.19% | −965−18.7% | Reduced |
| Blalock Williams, LLC | 4,190 | $318.6K | 0.25% | +498+13.5% | Added |
| Total Wealth Planning & Management, Inc. | 4,198 | $319.3K | 0.25% | −410−8.9% | Reduced |
| Grandview Asset Management LLC | 4,201 | $319.5K | 0.09% | −50−1.2% | Reduced |
| TruWealth Advisors, LLC | 4,206 | $319.9K | 0.02% | +160+4.0% | Added |
| Colony Family Offices, LLC | 4,184 | $320.4K | 0.08% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 4,216 | $320.6K | 0.08% | +11+0.3% | Added |
| Mosaic Financial Group, LLC | 4,231 | $322.0K | 0.23% | +20+0.5% | Added |
| Clear Investment Research, LLC | 4,235 | $322.0K | 0.50% | +141+3.4% | Added |
| Andrews Advisory Associates, LLC | 4,244 | $322.7K | 0.17% | −13−0.3% | Reduced |
| Koss-Olinger Consulting, LLC | 4,244 | $322.8K | 0.03% | −2,880−40.4% | Reduced |
| August Group Capital Ltd | 4,250 | $323.2K | 0.38% | −966−18.5% | Reduced |
| Cove Private Wealth, LLC | 4,252 | $323.4K | 0.07% | +4,252 | New |
| Cornerstone Financial Management LLC | 4,256 | $323.7K | 0.30% | −685−13.9% | Reduced |
| Owl Creek Wealth Partners LLC | 4,258 | $323.8K | 0.12% | +4,258 | New |
| Bensler, LLC | 4,261 | $324.1K | 0.03% | −803−15.9% | Reduced |
| Reyes Financial Architecture, Inc. | 4,263 | $324.2K | 0.26% | −190−4.3% | Reduced |
| SC&H Financial Advisors, Inc. | 4,270 | $324.7K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4,140 | $325.0K | 0.11% | −129−3.0% | Reduced |
| Weaver Consulting Group | 4,273 | $325.0K | 0.08% | −86−2.0% | Reduced |
| Tillman Hartley LLC | 4,277 | $325.3K | 0.08% | −1,175−21.6% | Reduced |
| Baugh & Associates, LLC | 4,280 | $325.5K | 0.14% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 4,281 | $325.6K | 0.02% | +17+0.4% | Added |
| Vicus Capital | 4,281 | $325.6K | 0.02% | −52−1.2% | Reduced |
| Madson Wealth Advisors Inc | 4,297 | $326.8K | 0.27% | +4,297 | New |
| Brookwood Investment Group LLC | 4,298 | $326.8K | 0.04% | −12,402−74.3% | Reduced |
| TCI Wealth Advisors, Inc. | 4,299 | $327.0K | 0.02% | −1,332−23.7% | Reduced |
| Watchman Group, Inc. | 4,308 | $327.6K | 0.08% | 00.0% | Unchanged |
| Kendall Capital Management | 4,319 | $328.5K | 0.07% | +4,319 | New |
| Princeton Capital Management LLC | 4,333 | $329.5K | 0.09% | −28−0.6% | Reduced |
| Financial Solutions Advisory Group, Inc. | 4,335 | $329.7K | 0.05% | +4,335 | New |
| Mirador Capital Partners LP | 4,339 | $330.0K | 0.05% | −33−0.8% | Reduced |
| Capital Advisors, Ltd. LLC | 4,349 | $331.0K | 0.04% | +111+2.6% | Added |
| TLWM | 4,353 | $331.0K | 0.06% | +747+20.7% | Added |
| Juncture Wealth Strategies, LLC | 4,359 | $331.5K | 0.11% | −37−0.8% | Reduced |