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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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KO

KO — Institutional Holders Breakdown

Coca-cola Co/the

+$53.5B

Net Activity

Data as of: 2026-03-31

Institutions Holding

4128

Popularity Rank

#20

Avg Weight

0.38%

Total Value

$259.8B

Ownership Trend

KO (Coca-cola Co/the) institutional ownership chart showing 4128 institutional holders, buyer vs. seller counts, and net quarterly capital flow

4128 institutions currently hold KO, with 1845 net buyers and 1807 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1807

Net Buying Institutions

1845

Key Holders

Key Holders

Top 5 by Value

Berkshire Hathaway IncBerkshire Hathaway Inc
$30.4B
BI
BlackRock, Inc.
$26.6B
VC
Vanguard Capital Management LLC
$18.6B
SS
State Street CORP
$13.2B
FL
FMR LLC
$8.3B

Top 5 by Conviction

Berkshire Hathaway IncBerkshire Hathaway Inc
11.56%
FS
Fayez Sarofim & Co
2.95%
GP
GQG Partners LLC
2.55%
AC
Aristotle Capital Management, LLC
2.30%
TF
Truist Financial CORP
2.11%
View all 4128 holding institutions

Across its top 20 institutional holders, KO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 18/100).

Quarterly Activity

Recent Activity

+$116.3B

Total Buy Value

$86.0B

Total Sell Value

New buy276
Trim1633
Add1569
Sold out174

1845

Net Buyers

1807

Net Sellers

Smart Money Convergence

KO does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/KO

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-22

12-Month Buy/Sell Activity

Feb 25
Aug 25
Feb 26
BuySell
ActionInsiderTitleDateValue
SellDouglas Monica HowardExecutive Vice President2026-03-09$1.85M
SellQUAN NANCYExecutive Vice President2026-03-03$1.87M
SellQuincey JamesChairman and CEO2026-03-03$54K
SellQuincey JamesChairman and CEO2026-03-03$19.79M
SellPietracci BrunoInsider2026-03-03$2.28M
SellMURPHY JOHNPresident and CFO2026-03-02$5.83M
SellPerez Beatriz RInsider2026-02-27$1.73M
SellPerez Beatriz RInsider2026-02-26$1.72M
View all insider trades →

Form 144 Pre-Sale Notices

6

Filings (90d)

$59.68M

Total Est. Value

768K shares

Planned Shares

Last Filed 2026-06-10
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
MANN JENNIFER KOfficer2026-06-1024K shares$1.95M
MANN JENNIFER KOfficer2026-06-09100K shares$7.95M
MANN JENNIFER KOfficer2026-06-08100K shares$7.95M
MANN JENNIFER KOfficer2026-06-05100K shares$7.68M
Quincey JamesDirector, Officer2026-06-05436K shares$33.52M
Quincey JamesDirector, Officer2026-06-048K shares$630K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-16
2026-07-16

Coca-Cola disclosed that its dairy subsidiary fairlife was hit by a ransomware attack, with unauthorized third-party access to some systems including production-related systems. The company activated its incident response plan, brought in outside cybersecurity experts, and notified law enforcement. Product quality and safety were not affected, but fairlife's U.S. production is temporarily suspended while Canadian operations continue. The full scope and financial impact are still being investigated, and Coca-Cola has not yet determined whether the incident will be material.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

191216100, 19121610 , 191216950, 19122T109, G25839104

FAQ

Who are the top institutional investors holding COCA-COLA CO/THE (KO)?
Major stakeholders currently include Berkshire Hathaway Inc ($30.4B), BlackRock, Inc. ($26.6B), Vanguard Capital Management LLC ($18.6B). Based on the latest 13F filings, there are a total of 4128 tracked investment funds and institutions maintaining positions in KO.
What is the overall institutional sentiment toward KO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $53.5B, driven by 1845 managers accumulating shares while 1807 reduced their exposure.
Which institutions have been selling or reducing their KO positions?
In the latest period, 1633 funds trimmed their holdings, and 174 managers completely exited their positions. The aggregate reported sell value was $86.0B.
Are there any notable investors adding KO to their portfolios?
Yes, buying activity remains notable. 276 institutions opened new positions in {ticker}, and 1569 existing holders added to their shares. The total reported buy value for the quarter amounted to $116.3B.

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Same Sector

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WMT

Walmart INC

Institutions Holding

4,423

Total reported value

$357.7B

3166 institutions currently hold both KO and this stock

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COST

Costco Wholesale CORP

Institutions Holding

4,175

Total reported value

$312.1B

2948 institutions currently hold both KO and this stock

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PG

Procter & Gamble Co/the

Institutions Holding

3,976

Total reported value

$233.8B

3095 institutions currently hold both KO and this stock

View detail

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

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Institutions Holding

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Total reported value

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3246 13F institutions increased their position this quarter

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AMZN

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Institutions Holding

5,958

Total reported value

$1.5T

3029 13F institutions increased their position this quarter

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NVDA

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Institutions Holding

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Total reported value

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2744 13F institutions increased their position this quarter

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