Coca-Cola Ownership | Who Owns Coca-Cola?

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Coca-Cola Ownership Summary

Coca-Cola is owned by 70.86% institutional investors, 9.95% insiders, and 19.19% retail investors. Berkshire hathaway is the largest institutional shareholder, holding 9.28% of KO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.84% of its assets in Coca-Cola shares.

KO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Coca-Cola	70.86%	9.95%	19.19%
Sector	Consumer Defensive Stocks	51.56%	13.97%	34.47%
Industry	Non-Alcoholic Beverages Stocks	42.23%	23.43%	34.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Berkshire hathaway	400.00M	9.28%	$25.46B
Vanguard group	370.70M	8.60%	$23.60B
Blackrock	309.90M	7.19%	$19.73B
State street	169.51M	3.93%	$10.87B
Geode capital management	89.99M	2.09%	$5.72B
Fmr	81.75M	1.90%	$5.20B
Morgan stanley	80.11M	1.86%	$5.10B
Jpmorgan chase	67.09M	1.56%	$4.27B
Charles schwab investment management	63.17M	1.47%	$4.02B
Price t rowe associates inc /md/	53.85M	1.25%	$3.43B

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Allen inc /ny	6.00M	47.72%	$381.90M
Biglari, sardar	102.70K	22.15%	$6.54M
Arcus capital partners	633.50K	15.53%	$40.32M
Ilex capital partners (uk) llp	2.13M	13.92%	$135.84M
Capital city trust co/fl	648.40K	11.21%	$41.27M
Pfw advisors	485.23K	9.82%	$30.88M
Berkshire hathaway	400.00M	9.09%	$25.46B
Meadow creek wealth advisors	139.94K	8.42%	$8.91M
Synovus financial	9.48M	7.97%	$603.32M
Hs management partners	1.90M	6.69%	$121.17M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	51.99M	0.49%	51.99M
Gqg partners	26.75M	2.58%	26.75M
Vontobel	17.41M	3.60%	16.39M
Ubs asset management americas	30.18M	0.55%	6.13M
Jpmorgan chase	67.09M	0.35%	5.52M

Top Sellers

Holder	Shares	% Assets	Change
Apg asset management	-	-	-4.29M
Bls capital fondsmaeglerselskab	-	-	-4.14M
Nordea investment management ab	9.29M	0.70%	-3.45M
Capital wealth planning	10.13K	0.01%	-3.05M
Invesco	21.00M	0.28%	-2.78M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	51.99M	0.49%	51.99M	$3.31B
Gqg partners	26.75M	2.58%	26.75M	$1.70B
Manning & napier advisors	2.96M	2.13%	2.96M	$188.45M
Fjarde ap-fonden (the fourth swedish national pensionfund)	1.34M	0.96%	1.34M	$85.18M
Corebridge financial	973.50K	0.34%	973.50K	$61.96M

Sold Out

Holder	Change
Evolution advisers	-2.00
Am squared	-2.00
Tfo-tdc	-7.00
Cedar wealth management	-19.00
Timber creek capital management	-52.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	3,130	2.19%	3,054,673,920	-0.85%	70	1.39%	1,438	3.08%	1,238	-1.59%
Jun 30, 2024	3,008	-0.30%	3,076,890,696	2.78%	71	1.48%	1,377	1.92%	1,230	3.97%
Mar 31, 2024	3,017	-0.63%	2,993,597,781	-1.04%	69	1.41%	1,351	-7.34%	1,183	-2.79%
Dec 31, 2023	3,036	5.23%	3,025,112,003	1.89%	70	1.49%	1,458	8.64%	1,217	9.34%
Sep 30, 2023	2,885	-1.64%	2,968,964,148	-1.90%	68	1.40%	1,342	0.60%	1,113	-4.87%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	122.47M	2.84%	-423.52K
Vanguard Institutional 500 Index Trust	102.81M	2.39%	1.20M
Fidelity 500 Index	47.68M	1.11%	-82.64K
SPDR® S&P 500® ETF Trust	47.61M	1.11%	-264.83K
iShares Core S&P 500 ETF	43.77M	1.02%	135.41K
Schwab US Dividend Equity ETF™	35.14M	0.82%	42.73K
Vanguard Value Index Inv	32.91M	0.76%	97.90K
Vanguard Institutional Index I	24.65M	0.57%	-10.04K
Vanguard Dividend Growth Inv	21.68M	0.50%	2.13M
Vanguard Dividend Appreciation ETF	20.99M	0.49%	53.41K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 22, 2024	Douglas Monica Howard	Executive Vice President	Sell	$697.67K
Nov 08, 2024	Quincey James	Chairman and CEO	Sell	$6.40M
Aug 27, 2024	QUAN NANCY	Executive Vice President	Sell	$1.32M
Aug 26, 2024	Quincey James	Chairman and CEO	Sell	$988.26K
Aug 26, 2024	Quincey James	Chairman and CEO	Sell	$988.72K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	23
2024 Q2	-	8
2024 Q1	-	5
2023 Q4	-	5
2023 Q3	-	4

KO Ownership FAQ

Who Owns Coca-Cola?

Coca-Cola shareholders are primarily institutional investors at 70.86%, followed by 9.95% insiders and 19.19% retail investors. The average institutional ownership in Coca-Cola's industry, Non-Alcoholic Beverages Stocks, is 42.23%, which Coca-Cola exceeds.

Who owns the most shares of Coca-Cola?

Coca-Cola’s largest shareholders are Berkshire hathaway (400M shares, 9.28%), Vanguard group (370.7M shares, 8.60%), and Blackrock (309.9M shares, 7.19%). Together, they hold 25.07% of Coca-Cola’s total shares outstanding.

Does Blackrock own Coca-Cola?

Yes, BlackRock owns 7.19% of Coca-Cola, totaling 309.9M shares as of Jun 2024. This represents 0.45% of BlackRock's total assets, with a market value of 19.73B$. In the last quarter, BlackRock increased its holdings by 1.05M shares, a 0.34% change.

Who is Coca-Cola’s biggest shareholder by percentage of total assets invested?

Allen inc /ny is Coca-Cola’s biggest shareholder by percentage of total assets invested, with 47.72% of its assets in 6M Coca-Cola shares, valued at 381.9M$.

Who is the top mutual fund holder of Coca-Cola shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Coca-Cola shares, with 2.84% of its total shares outstanding invested in 122.47M Coca-Cola shares.

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