Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

COCA COLA CO · common stock · Q1 2026 · 56 members disclosed KO ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,946 holders are listed, largest first: 2,946
sum of the reported values across every holder; undisclosed values are left out, never counted as zero: $226B
holders whose share count rose or who opened the position (new + add), by shares: 1,302
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 122

Holders — quarter ended 2026-03-31

by reported value · Δ shares vs 2025-12-31Holders rank by reported value. The change kind — new, add, trim or exit — is read from the share count against the prior quarter, never from the reported value.

13F holders of KO ranked by reported value, 1–25 of 2,946 holders
#	Filer	Reported value	Shares	Δ shares	Change
1	BERKSHIRE HATHAWAY INC	$30.4B	400,000,000	0	NO CHANGE
2	BlackRock, Inc.	$25.4B	333,596,781	+14,918,317	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$18.1B	237,452,767	—	NO PRIOR
4	STATE STREET CORP	$12.8B	167,222,395	−627,935	TRIM
5	FMR LLC	$8.2B	107,577,934	−2,394,529	TRIM
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$7.6B	99,948,626	—	NO PRIOR
7	GEODE CAPITAL MANAGEMENT, LLC	$7.1B	92,954,629	+2,970,426	ADD
8	MORGAN STANLEY	$7.0B	91,894,070	−1,305,683	TRIM
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$5.8B	76,339,039	+4,835,157	ADD
10	JPMORGAN CHASE & CO	$5.4B	70,592,595	+548,336	ADD
11	BANK OF AMERICA CORP /DE/	$3.3B	44,018,963	+3,836,640	ADD
12	FRANKLIN RESOURCES INC	$3.1B	40,909,936	+620,079	ADD
13	NORTHERN TRUST CORP	$3.1B	40,244,508	−237,765	TRIM
14	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.8B	36,192,317	+4,445,012	ADD
15	Invesco Ltd.	$2.3B	30,828,703	+2,308,489	ADD
16	Capital Research Global Investors	$2.2B	29,476,904	+13,522,788	ADD
17	UBS Group AG	$2.2B	29,000,707	+4,551,085	ADD
18	Bank of New York Mellon Corp	$2.2B	28,307,324	−371,868	TRIM
19	ROYAL BANK OF CANADA	$2.1B	27,963,043	+1,017,387	ADD
20	WELLINGTON MANAGEMENT GROUP LLP	$2.0B	26,614,726	−2,044,908	TRIM
21	Legal & General Group Plc	$2.0B	26,525,153	−68,114	TRIM
22	Nuveen, LLC	$1.8B	23,934,238	+4,846,791	ADD
23	VANGUARD FIDUCIARY TRUST CO	$1.7B	21,721,388	—	NO PRIOR
24	GQG Partners LLC	$1.6B	21,119,167	−5,131,146	TRIM
25	Mitsubishi UFJ Asset Management Co., Ltd.	$1.5B	20,235,126	+671,002	ADD

Show the top 500 of 2,946 holders

13F holders of KO ranked by reported value, 26–500 of 2,946 holders
#	Filer	Reported value	Shares	Δ shares	Change
26	DIMENSIONAL FUND ADVISORS LP	$1.4B	18,822,295	+235,785	ADD
27	Amundi	$1.4B	18,762,368	−829,874	TRIM
28	AMERIPRISE FINANCIAL INC	$1.4B	18,335,752	−435,843	TRIM
29	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$1.4B	18,227,000	0	NO CHANGE
30	Capital International Investors	$1.3B	17,578,965	−6,147,218	TRIM
31	Capital World Investors	$1.3B	16,778,422	+4,204,895	ADD
32	DEUTSCHE BANK AG\	$1.2B	15,460,261	−801,864	TRIM
33	TRUIST FINANCIAL CORP	$1.1B	14,910,034	−135,982	TRIM
34	SCHRODER INVESTMENT MANAGEMENT GROUP	$1.0B	13,731,095	+647,447	ADD
35	WELLS FARGO & COMPANY/MN	$1.0B	13,491,867	+2,250,876	ADD
36	RAYMOND JAMES FINANCIAL INC	$973M	12,782,375	+660,758	ADD
37	Aristotle Capital Management, LLC	$933M	12,270,438	−730,342	TRIM
38	Swiss National Bank	$912M	11,993,100	+789,400	ADD
39	ALLIANCEBERNSTEIN L.P.	$903M	12,914,054	+131,777	ADD
40	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$856M	11,258,840	−3,074,650	TRIM
41	BARCLAYS PLC	$817M	10,739,550	+3,947,323	ADD
42	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$757M	9,958,572	−81,505	TRIM
43	Sumitomo Mitsui Trust Group, Inc.	$723M	9,511,059	−507,956	TRIM
44	National Pension Service	$706M	9,287,778	+9,287,778	NEW
45	CANADA PENSION PLAN INVESTMENT BOARD	$690M	9,078,741	+1,706,940	ADD
46	HSBC HOLDINGS PLC	$645M	8,487,510	−10,013,738	TRIM
47	Vanguard Global Advisers, LLC	$645M	8,476,644	—	NO PRIOR
48	STIFEL FINANCIAL CORP	$635M	8,344,878	−198,581	TRIM
49	VOYA INVESTMENT MANAGEMENT LLC	$631M	8,310,760	+1,573,806	ADD
50	Grantham, Mayo, Van Otterloo & Co. LLC	$630M	8,279,748	−528,730	TRIM
51	Clearbridge Investments, LLC	$625M	8,212,558	−214,749	TRIM
52	VANGUARD ASSET MANAGEMENT, Ltd	$601M	7,900,401	—	NO PRIOR
53	PRINCIPAL FINANCIAL GROUP INC	$589M	7,750,655	+121,026	ADD
54	Pinnacle Financial Partners, Inc.	$577M	7,593,637	−195,428	TRIM
55	Vontobel Holding Ltd.	$538M	7,076,227	−996,105	TRIM
56	Boston Partners	$497M	6,537,950	−693,407	TRIM
57	Fisher Asset Management, LLC	$492M	6,463,967	+82,367	ADD
58	CITADEL ADVISORS LLC	$490M	6,448,514	+2,169,294	ADD
59	LPL Financial LLC	$459M	6,039,593	+109,151	ADD
60	ALLEN HOLDING INC /NY	$456M	6,000,000	0	NO CHANGE
61	BANK OF MONTREAL /CAN/	$456M	5,995,076	−408,690	TRIM
62	ENVESTNET ASSET MANAGEMENT INC	$453M	5,951,637	+846,665	ADD
63	MACKENZIE FINANCIAL CORP	$437M	5,743,951	+1,244,944	ADD
64	NORDEA INVESTMENT MANAGEMENT AB	$410M	5,421,520	−332,293	TRIM
65	AVIVA PLC	$386M	5,077,195	+991,919	ADD
66	CITIGROUP INC	$380M	4,998,875	+349,170	ADD
67	Aberdeen Group plc	$378M	4,972,713	+111,292	ADD
68	Capital Wealth Planning, LLC	$364M	4,788,705	+579,630	ADD
69	NEW YORK STATE COMMON RETIREMENT FUND	$351M	4,612,001	+12,600	ADD
70	Eurizon Capital SGR S.p.A.	$324M	4,252,950	+521,653	ADD
71	US BANCORP \DE\	$315M	4,148,299	−8,559	TRIM
72	Alphinity Investment Management Pty Ltd	$315M	4,138,886	−3,942,224	TRIM
73	LAZARD ASSET MANAGEMENT LLC	$313M	4,112,600	+30,502	ADD
74	B. Metzler seel. Sohn & Co. AG	$309M	4,066,717	+103,491	ADD
75	FIRST TRUST ADVISORS LP	$309M	4,056,824	+34,259	ADD
76	Bank Julius Baer & Co. Ltd, Zurich	$299M	3,929,505	+594,852	ADD
77	ADAGE CAPITAL PARTNERS GP, L.L.C.	$289M	3,802,182	+377,100	ADD
78	KING LUTHER CAPITAL MANAGEMENT CORP	$288M	3,781,542	−70,983	TRIM
79	DANSKE BANK A/S	$268M	3,529,039	+37,346	ADD
80	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$259M	3,404,898	−40,791	TRIM
81	OMERS ADMINISTRATION Corp	$257M	3,383,332	+3,201,742	ADD
82	Universal- Beteiligungs- und Servicegesellschaft mbH	$254M	3,355,312	−24,471	TRIM
83	Pathstone Holdings, LLC	$249M	3,273,789	+4,853	ADD
84	NATIONAL BANK OF CANADA /FI/	$246M	3,239,438	+415,399	ADD
85	BNP Paribas Asset Management Holding S.A.	$244M	3,204,661	−745,197	TRIM
86	STOREBRAND ASSET MANAGEMENT AS	$241M	3,165,372	—	NO PRIOR
87	MENORA MIVTACHIM HOLDINGS LTD.	$237M	3,122,750	+550,000	ADD
88	Pictet Asset Management Holding SA	$230M	3,029,998	+181,722	ADD
89	FIFTH THIRD BANCORP	$228M	2,999,625	+1,300,577	ADD
90	ProShare Advisors LLC	$226M	2,976,020	−83,979	TRIM
91	HighTower Advisors, LLC	$225M	2,963,312	+46,976	ADD
92	Korea Investment CORP	$224M	2,948,235	−298,912	TRIM
93	Rockefeller Capital Management L.P.	$224M	2,945,437	+57,833	ADD
94	Janus Henderson Group Ltd.	$223M	2,929,116	+64,089	ADD
95	AMF Tjanstepension AB	$221M	2,910,053	+46,220	ADD
96	Guinness Asset Management LTD	$220M	2,907,603	−189,795	TRIM
97	Corient Private Wealth LLC	$220M	2,905,584	−2,890,418	TRIM
98	Robeco Institutional Asset Management B.V.	$214M	2,817,400	+1,862,116	ADD
99	FEDERATED HERMES, INC.	$203M	2,668,286	−48,124	TRIM
100	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$202M	2,660,953	+880,288	ADD
101	Point72 Asset Management, L.P.	$199M	2,622,162	+1,160,546	ADD
102	PRUDENTIAL FINANCIAL INC	$195M	2,558,163	+81,419	ADD
103	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$192M	2,524,108	+1,637,478	ADD
104	OSAIC HOLDINGS, INC.	$190M	2,500,322	+136,717	ADD
105	Zurcher Kantonalbank (Zurich Cantonalbank)	$190M	2,499,405	+2,499,405	NEW
106	TD ASSET MANAGEMENT INC	$186M	2,451,224	+91,168	ADD
107	PFA Pension, Forsikringsaktieselskab	$180M	2,373,412	+2,373,412	NEW
108	Mirae Asset Global Investments Co., Ltd.	$180M	2,373,163	+318,665	ADD
109	Squarepoint Ops LLC	$180M	2,370,838	+1,886,249	ADD
110	Creative Planning	$177M	2,321,669	+223,523	ADD
111	Swedbank AB	$177M	2,321,649	+166,734	ADD
112	Mitsubishi UFJ Trust & Banking Corp	$171M	2,249,027	+40,936	ADD
113	NOMURA ASSET MANAGEMENT CO LTD	$170M	2,236,991	+34,496	ADD
114	BALYASNY ASSET MANAGEMENT L.P.	$168M	2,206,778	+1,447,918	ADD
115	STATE OF WISCONSIN INVESTMENT BOARD	$166M	2,189,290	+69,548	ADD
116	Asset Management One Co., Ltd.	$166M	2,184,279	−6,887	TRIM
117	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$166M	2,176,905	−284,113	TRIM
118	APG Asset Management N.V.	$163M	2,473,170	+177,494	ADD
119	Mariner, LLC	$162M	2,134,839	+183,509	ADD
120	YACKTMAN ASSET MANAGEMENT LP	$160M	2,098,755	+2,098,755	NEW
121	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$157M	2,058,856	+751,250	ADD
122	VICTORY CAPITAL MANAGEMENT INC	$156M	2,044,959	+371,687	ADD
123	KLP KAPITALFORVALTNING AS	$155M	2,029,245	+219,600	ADD
124	Vanguard Investments Australia, Ltd.	$155M	2,032,638	—	NO PRIOR
125	ROYAL LONDON ASSET MANAGEMENT LTD	$154M	2,020,158	+27,952	ADD
126	Chevy Chase Trust Holdings, LLC	$152M	2,000,139	−60,410	TRIM
127	Assenagon Asset Management S.A.	$151M	1,980,046	−3,004,127	TRIM
128	PUBLIC SECTOR PENSION INVESTMENT BOARD	$148M	1,949,253	−179,722	TRIM
129	JUPITER ASSET MANAGEMENT LTD	$146M	1,932,167	+1,932,167	NEW
130	SEI INVESTMENTS CO	$144M	1,892,726	+15,207	ADD
131	Retirement Systems of Alabama	$139M	1,821,823	−1,460	TRIM
132	FIL Ltd	$138M	1,821,128	+537,987	ADD
133	Cetera Investment Advisers	$135M	1,772,104	+54,782	ADD
134	BAHL & GAYNOR INC	$134M	1,757,564	−15,171	TRIM
135	CIBC WORLD MARKET INC.	$133M	1,745,081	−14,465	TRIM
136	TEACHER RETIREMENT SYSTEM OF TEXAS	$132M	1,736,130	−60,630	TRIM
137	PANAGORA ASSET MANAGEMENT INC	$130M	1,712,934	+152,201	ADD
138	CRAWFORD INVESTMENT COUNSEL INC	$124M	1,625,561	−185,373	TRIM
139	Magellan Asset Management Ltd	$123M	1,618,571	−519,869	TRIM
140	BANK OF NOVA SCOTIA	$123M	1,616,804	−817,615	TRIM
141	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$119M	1,560,295	−420	TRIM
142	Quantinno Capital Management LP	$118M	1,547,253	+362,980	ADD
143	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$117M	1,538,374	+156,342	ADD
144	MILLENNIUM MANAGEMENT LLC	$116M	1,519,154	−768,367	TRIM
145	AQR CAPITAL MANAGEMENT LLC	$114M	1,501,424	−111,425	TRIM
146	TORONTO DOMINION BANK	$113M	1,483,735	−805,979	TRIM
147	D. E. Shaw & Co., Inc.	$111M	1,458,989	−1,841	TRIM
148	CREDIT AGRICOLE S A	$111M	1,458,221	−781,411	TRIM
149	Resona Asset Management Co.,Ltd.	$108M	1,424,782	+33,602	ADD
150	JOHNSON INVESTMENT COUNSEL INC	$108M	1,424,982	−68,478	TRIM
151	BLAIR WILLIAM & CO/IL	$108M	1,415,735	−37,108	TRIM
152	CIBC Asset Management Inc	$107M	1,410,102	+26,232	ADD
153	State of New Jersey Common Pension Fund D	$107M	1,408,819	0	NO CHANGE
154	Baird Financial Group, Inc.	$107M	1,408,533	+1,408,533	NEW
155	Quilter Plc	$107M	1,408,498	−11,647	TRIM
156	Focus Partners Wealth	$106M	1,398,412	+10,088	ADD
157	Tredje AP-fonden	$105M	1,379,886	−287,137	TRIM
158	LGT Group Foundation	$103M	1,360,341	−146,109	TRIM
159	CI INVESTMENTS INC.	$103M	1,347,955	−234,835	TRIM
160	Artisan Partners Limited Partnership	$101M	1,326,462	−657,883	TRIM
161	Zurich Insurance Group Ltd/FI	$101M	1,324,627	+273,019	ADD
162	COMMONWEALTH EQUITY SERVICES, LLC	$100M	1,320,820	−25,314	TRIM
163	Empower Advisory Group, LLC	$100M	1,314,924	+77,888	ADD
164	CULLINAN ASSOCIATES INC	$99.9M	1,312,987	−52,759	TRIM
165	Swiss Life Asset Management Ltd	$99.6M	1,310,231	+94,328	ADD
166	ZWJ INVESTMENT COUNSEL INC	$98.8M	1,299,553	−16,095	TRIM
167	Lansforsakringar Fondforvaltning AB (publ)	$98.8M	1,299,124	−5,779	TRIM
168	James Hambro & Partners LLP	$98.5M	1,294,526	−87,922	TRIM
169	CIBC Bancorp USA Inc.	$98.4M	1,293,159	—	NO PRIOR
170	MAVERICK CAPITAL LTD	$97.7M	1,284,612	−277,675	TRIM
171	Haverford Trust Co	$96.2M	1,265,277	−42,983	TRIM
172	ZACKS INVESTMENT MANAGEMENT	$94.6M	1,244,221	−5,412	TRIM
173	M&T BANK CORP	$88.7M	1,165,770	−15,881	TRIM
174	Cerity Partners LLC	$86.3M	1,134,215	+11,874	ADD
175	Arizona State Retirement System	$85.2M	1,119,915	−46,688	TRIM
176	Clark Capital Management Group, Inc.	$84.1M	1,105,719	−489,089	TRIM
177	KEYBANK NATIONAL ASSOCIATION/OH	$83.7M	1,101,152	−831	TRIM
178	REGIONS FINANCIAL CORP	$82.8M	1,088,902	−46,555	TRIM
179	FIRST FINANCIAL BANKSHARES INC	$82.5M	1,085,155	−1,614	TRIM
180	Compagnie Lombard Odier SCmA	$81.4M	1,070,826	−83,341	TRIM
181	Banco Santander, S.A.	$80.5M	1,058,035	+329,600	ADD
182	Czech National Bank	$80.2M	1,054,372	+33,529	ADD
183	Danica Pension, Livsforsikringsaktieselskab	$79.0M	1,039,112	−1,330,292	TRIM
184	STATE OF MICHIGAN RETIREMENT SYSTEM	$79.0M	1,038,148	−2,200	TRIM
185	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$77.1M	1,022,278	−2,945	TRIM
186	MARSICO CAPITAL MANAGEMENT LLC	$76.4M	1,005,142	+1,005,142	NEW
187	Calamos Advisors LLC	$76.0M	999,207	+27,233	ADD
188	Evelyn Partners Investment Management LLP	$75.6M	993,773	+23,903	ADD
189	MetLife Investment Management, LLC	$75.3M	990,664	−29,331	TRIM
190	NISA INVESTMENT ADVISORS, LLC	$74.4M	971,088	−51,761	TRIM
191	Douglas Lane & Associates, LLC	$73.7M	968,835	−12,308	TRIM
192	XPONANCE LLC	$73.2M	962,521	+90,986	ADD
193	FIRST MANHATTAN CO. LLC.	$70.8M	924,921	−98,381	TRIM
194	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$70.6M	927,902	+167,871	ADD
195	CAPITAL ADVISORS INC/OK	$69.2M	909,821	+25,687	ADD
196	Blue Trust, Inc.	$68.9M	906,321	−32,566	TRIM
197	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$68.6M	901,826	+1,305	ADD
198	Groupe la Francaise	$67.5M	900,621	−38,723	TRIM
199	Daiwa Securities Group Inc.	$67.4M	886,380	+42,774	ADD
200	Saudi Central Bank	$65.3M	859,212	+149,148	ADD
201	Man Group plc	$65.2M	857,360	+179,784	ADD
202	Vest Financial, LLC	$64.5M	847,858	+40,917	ADD
203	Advisors Capital Management, LLC	$64.4M	846,486	+37,905	ADD
204	IFM Investors Pty Ltd	$63.8M	839,478	+28,095	ADD
205	Tidal Investments LLC	$63.0M	828,721	+83,243	ADD
206	Candriam S.C.A.	$62.5M	821,334	+109,589	ADD
207	SEB Asset Management AB	$62.4M	821,096	—	NO PRIOR
208	Sumitomo Mitsui DS Asset Management Company, Ltd	$62.3M	819,613	+13,478	ADD
209	NICHOLAS COMPANY, INC.	$59.8M	785,813	−299,797	TRIM
210	BROWN ADVISORY INC	$58.6M	770,994	+12,033	ADD
211	1832 Asset Management L.P.	$58.5M	768,947	+5,158	ADD
212	Woodline Partners LP	$58.3M	766,710	+102,173	ADD
213	Mediolanum International Funds Ltd	$57.6M	754,805	+12,918	ADD
214	Epoch Investment Partners, Inc.	$57.3M	753,182	+21,116	ADD
215	CWM, LLC	$55.4M	728,893	+7,862	ADD
216	FACTORY MUTUAL INSURANCE CO	$55.2M	726,400	+18,450	ADD
217	UniSuper Management Pty Ltd	$54.4M	715,176	+24,493	ADD
218	BAILLIE GIFFORD & CO	$54.1M	710,867	−50,037	TRIM
219	Varma Mutual Pension Insurance Co	$53.8M	707,276	0	NO CHANGE
220	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$53.3M	701,048	−1,029,420	TRIM
221	Trexquant Investment LP	$53.1M	697,883	+697,883	NEW
222	FUKOKU MUTUAL LIFE INSURANCE CO	$52.4M	689,308	0	NO CHANGE
223	GUGGENHEIM CAPITAL LLC	$51.6M	677,992	−21,006	TRIM
224	LGT Fund Management Co Ltd.	$51.1M	672,075	+330,042	ADD
225	Andra AP-fonden	$50.9M	668,784	+213,584	ADD
226	MERCER GLOBAL ADVISORS INC /ADV	$50.6M	665,872	+26,251	ADD
227	Crossmark Global Holdings, Inc.	$50.4M	662,531	—	NO PRIOR
228	COMMERCE BANK	$50.1M	658,359	+193,040	ADD
229	Federation des caisses Desjardins du Quebec	$49.9M	656,672	+13,008	ADD
230	Kestra Advisory Services, LLC	$49.6M	652,315	+57,149	ADD
231	USS Investment Management Ltd	$49.4M	649,696	+11,795	ADD
232	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$48.2M	634,206	−91,307	TRIM
233	ABN AMRO Bank N.V.	$48.2M	626,872	+531	ADD
234	Utah Retirement Systems	$48.1M	632,272	−10,254	TRIM
235	HB Wealth Management, LLC	$47.8M	629,106	+29,336	ADD
236	MML INVESTORS SERVICES, LLC	$47.8M	628,161	−89,129	TRIM
237	Allworth Financial LP	$47.6M	626,500	+5,922	ADD
238	Union Bancaire Privee, UBP SA	$47.2M	515,428	+9,899	ADD
239	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$47.1M	619,765	+211,873	ADD
240	Arcus Capital Partners, LLC	$47.1M	619,696	—	NO PRIOR
241	AustralianSuper Pty Ltd	$47.1M	619,666	−38,244	TRIM
242	Allianz Asset Management GmbH	$47.1M	618,961	−119,613	TRIM
243	Waverly Advisors, LLC	$46.8M	615,075	+11,532	ADD
244	FLOSSBACH VON STORCH SE	$46.3M	608,505	−223,864	TRIM
245	ING GROEP NV	$45.7M	600,544	−286,147	TRIM
246	Savant Capital, LLC	$45.4M	597,051	+26,852	ADD
247	Capital International, Inc./CA/	$45.1M	592,904	+26,036	ADD
248	MAI Capital Management	$45.0M	592,205	+36,011	ADD
249	Rakuten Investment Management, Inc.	$44.6M	585,299	+66,818	ADD
250	Diversified Trust Co	$44.2M	581,413	−42,141	TRIM
251	NISSAY ASSET MANAGEMENT CORP /JAPAN	$44.0M	578,278	+7,302	ADD
252	KORNITZER CAPITAL MANAGEMENT INC /KS	$43.8M	576,225	−6,025	TRIM
253	NEOS Investment Management LLC	$43.2M	567,520	+14,483	ADD
254	Gradient Investments LLC	$42.9M	563,727	−23,312	TRIM
255	Vanguard Personalized Indexing Management, LLC	$42.5M	559,042	+42,558	ADD
256	NewEdge Advisors, LLC	$41.1M	540,394	−46,052	TRIM
257	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$40.9M	537,521	+6,521	ADD
258	Capital Investment Advisors, LLC	$40.6M	534,412	−6,328	TRIM
259	SCOTIA CAPITAL INC.	$40.2M	528,204	−761	TRIM
260	ASR Vermogensbeheer N.V.	$39.7M	521,446	+10,348	ADD
261	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$39.4M	517,871	+28,680	ADD
262	GLENMEDE TRUST CO NA	$39.2M	515,359	+9,447	ADD
263	Sanctuary Advisors, LLC	$38.9M	511,510	+62,249	ADD
264	Gotham Asset Management, LLC	$38.8M	509,675	+18,788	ADD
265	Empowered Funds, LLC	$38.5M	506,861	+506,861	NEW
266	AMERICAN CENTURY COMPANIES INC	$37.8M	496,816	−15,093	TRIM
267	OFI INVEST ASSET MANAGEMENT	$37.5M	563,460	−169,325	TRIM
268	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$36.8M	484,194	−385,316	TRIM
269	&PARTNERS	$36.8M	483,721	+34,643	ADD
270	CITIZENS FINANCIAL GROUP INC/RI	$36.7M	480,586	−1,368	TRIM
271	CONNING INC.	$36.5M	479,695	−23,404	TRIM
272	Investment Management Corp of Ontario	$36.3M	477,353	+107,745	ADD
273	NewEdge Wealth, LLC	$36.3M	476,885	+27,266	ADD
274	Vinva Investment Management Ltd	$35.6M	466,267	−4,442	TRIM
275	PARK NATIONAL CORP /OH/	$35.5M	466,354	+10,573	ADD
276	Kepler Cheuvreux (Suisse) SA	$35.4M	465,898	−43,028	TRIM
277	Wealthfront Advisers LLC	$35.4M	464,919	+13,167	ADD
278	CAPITAL CITY TRUST CO/FL	$35.0M	460,279	−3,700	TRIM
279	Glenview Trust Co	$34.9M	458,426	+468	ADD
280	Osmosis Investment Management UK Ltd	$34.8M	454,596	+80,159	ADD
281	QRG CAPITAL MANAGEMENT, INC.	$34.8M	457,348	+76,998	ADD
282	Drexel Morgan & Co.	$34.7M	456,411	0	NO CHANGE
283	Avanza Fonder AB	$34.5M	453,677	+11,493	ADD
284	PFW Advisors LLC	$34.5M	453,109	−763	TRIM
285	GROUPAMA ASSET MANAGMENT	$34.4M	451,749	−9,465	TRIM
286	MACQUARIE GROUP LTD	$34.1M	448,135	−15,670	TRIM
287	HANCOCK WHITNEY CORP	$33.8M	442,491	−10,673	TRIM
288	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$33.7M	443,294	−100	TRIM
289	Covea Finance	$33.3M	438,480	+41,580	ADD
290	NS Partners Ltd	$33.2M	436,995	−10,977	TRIM
291	Steward Partners Investment Advisory, LLC	$33.2M	436,821	+2,118	ADD
292	NICHOLS & PRATT ADVISERS LLP /MA	$33.0M	433,565	−6,640	TRIM
293	YOUSIF CAPITAL MANAGEMENT, LLC	$32.8M	431,839	−19,526	TRIM
294	Howard Capital Management Group, LLC	$31.7M	416,199	+11,886	ADD
295	CORDA Investment Management, LLC.	$31.6M	415,342	−6,949	TRIM
296	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$31.3M	411,029	−3,955	TRIM
297	Elo Mutual Pension Insurance Co	$30.2M	396,922	−74,112	TRIM
298	LIBERTY ONE INVESTMENT MANAGEMENT, LLC	$30.1M	396,359	+43,546	ADD
299	SCOPUS ASSET MANAGEMENT, L.P.	$30.1M	396,189	+13,689	ADD
300	TD Waterhouse Canada Inc.	$30.1M	395,283	+65,510	ADD
301	EDMOND DE ROTHSCHILD HOLDING S.A.	$30.0M	393,974	−30,514	TRIM
302	Walleye Capital LLC	$29.6M	388,865	+133,122	ADD
303	SCS Capital Management LLC	$29.5M	386,144	−13,567	TRIM
304	Beacon Pointe Advisors, LLC	$29.5M	388,392	+110,702	ADD
305	ASSETMARK, INC	$29.4M	387,070	+50,506	ADD
306	DAVENPORT & Co LLC	$29.2M	384,348	−8,824	TRIM
307	AIA Group Ltd	$29.0M	381,395	−30,371	TRIM
308	Concurrent Investment Advisors, LLC	$29.0M	381,189	+29,847	ADD
309	Advisors Asset Management, Inc.	$28.9M	380,240	−2,063	TRIM
310	FLPUTNAM INVESTMENT MANAGEMENT CO	$28.9M	380,210	−20,923	TRIM
311	Private Advisor Group, LLC	$28.8M	378,382	+2,510	ADD
312	MONTAG A & ASSOCIATES INC	$28.7M	374,870	+1,511	ADD
313	Dai-ichi Life Insurance Company, Ltd	$28.4M	373,795	−20,427	TRIM
314	Illinois Municipal Retirement Fund	$28.2M	370,322	+5,749	ADD
315	Alyeska Investment Group, L.P.	$27.9M	366,213	−74,616	TRIM
316	Allspring Global Investments Holdings, LLC	$27.4M	360,787	−7,339	TRIM
317	PICTON MAHONEY ASSET MANAGEMENT	$27.2M	358,012	+60,307	ADD
318	MUFG Securities EMEA plc	$27.2M	357,412	+198,700	ADD
319	BRAUN STACEY ASSOCIATES INC	$26.6M	349,389	+8,376	ADD
320	MANE GLOBAL CAPITAL MANAGEMENT LP	$26.5M	348,677	+348,677	NEW
321	SIGNATUREFD, LLC	$26.4M	347,763	−42,007	TRIM
322	Merit Financial Group, LLC	$26.3M	345,534	+113,845	ADD
323	GODSEY & GIBB, INC	$26.3M	345,238	+2,150	ADD
324	Cresset Asset Management, LLC	$26.0M	340,449	+58,846	ADD
325	Verition Fund Management LLC	$26.0M	341,331	−13,471	TRIM
326	Arbejdsmarkedets Tillaegspension	$25.8M	339,314	+7,470	ADD
327	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$25.7M	338,015	−22,260	TRIM
328	Vestmark Advisory Solutions, Inc.	$25.6M	336,838	+196,814	ADD
329	Badgley Phelps Wealth Managers, LLC	$25.6M	334,230	+2,289	ADD
330	Lido Advisors, LLC	$25.6M	334,255	+8,247	ADD
331	Henshaw Capital LLC	$25.5M	335,497	—	NO PRIOR
332	SHEETS SMITH WEALTH MANAGEMENT	$25.2M	330,889	+129	ADD
333	Southeast Asset Advisors, LLC	$24.6M	323,789	−3	TRIM
334	Midwest Trust Co	$24.5M	322,093	+11,281	ADD
335	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$24.4M	321,443	−27,795	TRIM
336	Orion Porfolio Solutions, LLC	$24.4M	321,150	+14,953	ADD
337	Stack Financial Management, Inc	$24.2M	317,716	+1,489	ADD
338	Atria Investments, Inc	$24.0M	315,422	+37,683	ADD
339	GW HENSSLER & ASSOCIATES LTD	$24.0M	315,078	−10,147	TRIM
340	STANSBERRY ASSET MANAGEMENT, LLC	$23.9M	314,700	+1,628	ADD
341	Harvest Portfolios Group Inc.	$23.7M	311,978	−38	TRIM
342	BRADLEY FOSTER & SARGENT INC/CT	$23.7M	311,883	+4,664	ADD
343	SUMITOMO MITSUI FINANCIAL GROUP, INC.	$23.7M	311,294	+23,080	ADD
344	WORLDQUANT MILLENNIUM ADVISORS LLC	$23.6M	310,649	+310,649	NEW
345	National Mutual Insurance Federation of Agricultural Cooperatives	$23.5M	308,500	0	NO CHANGE
346	Voleon Capital Management LP	$23.3M	306,132	+96,037	ADD
347	Empire Life Investments Inc.	$23.2M	304,364	+24,917	ADD
348	TWO SIGMA INVESTMENTS, LP	$23.1M	304,394	+212,200	ADD
349	ELEVATION POINT WEALTH PARTNERS, LLC	$23.1M	302,522	+238,978	ADD
350	LMCG INVESTMENTS, LLC	$23.0M	302,351	−15,170	TRIM
351	STEPHENS INC /AR/	$22.7M	292,489	−7,220	TRIM
352	EXCHANGE TRADED CONCEPTS, LLC	$22.5M	295,283	+67,860	ADD
353	MARTINGALE ASSET MANAGEMENT L P	$22.4M	294,085	+45,365	ADD
354	RiverFront Investment Group, LLC	$22.3M	293,014	+39,335	ADD
355	Cannell & Spears LLC	$22.2M	291,287	−12,730	TRIM
356	IEQ CAPITAL, LLC	$22.1M	291,105	+167,004	ADD
357	D.A. DAVIDSON & CO.	$21.9M	287,837	−4,220	TRIM
358	SAPIENT CAPITAL LLC	$21.6M	281,658	−20,305	TRIM
359	WELCH & FORBES LLC	$21.4M	281,117	−2,470	TRIM
360	Equitable Holdings, Inc.	$21.3M	295,049	+105,556	ADD
361	UMB Bank, n.a.	$21.2M	279,259	−663	TRIM
362	Generali Asset Management SPA SGR	$21.2M	278,571	+1,524	ADD
363	Sequoia Financial Advisors, LLC	$20.9M	274,284	+18,689	ADD
364	Welch Group, LLC	$20.8M	273,685	+273,685	NEW
365	Chesley Taft & Associates LLC	$20.8M	273,612	−2,377	TRIM
366	MEYER HANDELMAN CO	$20.8M	273,075	−7,380	TRIM
367	Meiji Yasuda Asset Management Co Ltd.	$20.7M	271,758	+6,803	ADD
368	ASSOCIATED BANC-CORP	$20.5M	269,719	+1,437	ADD
369	SouthState Bank Corp	$20.4M	268,662	−96	TRIM
370	Norinchukin Bank, The	$20.0M	263,359	−1,304	TRIM
371	INTECH INVESTMENT MANAGEMENT LLC	$20.0M	263,263	−18,501	TRIM
372	ABN AMRO INVESTMENT SOLUTIONS	$20.0M	262,952	−34,017	TRIM
373	MOODY LYNN LIEBERSON & WALKER, LLC	$19.6M	257,884	+22,691	ADD
374	SBI Securities Co., Ltd.	$19.1M	251,340	−35,376	TRIM
375	CHOREO, LLC	$19.1M	249,386	−17,318	TRIM
376	FORBES J M & CO LLP	$19.1M	250,717	+2,146	ADD
377	Artemis Investment Management LLP	$19.0M	249,602	+61,744	ADD
378	KESTRA PRIVATE WEALTH SERVICES, LLC	$18.9M	247,905	+37,493	ADD
379	FIRST CITIZENS BANK & TRUST CO	$18.8M	247,379	+1,906	ADD
380	Castle Rock Wealth Management, LLC	$18.7M	243,954	+1,614	ADD
381	MARCO INVESTMENT MANAGEMENT LLC	$18.3M	240,152	−5,275	TRIM
382	Asset Advisors Investment Management, LLC	$18.2M	239,438	−500	TRIM
383	Independent Advisor Alliance	$18.2M	238,848	−88,361	TRIM
384	TOCQUEVILLE ASSET MANAGEMENT L.P.	$17.8M	234,691	−8,423	TRIM
385	MIZUHO SECURITIES USA LLC	$17.8M	234,046	−47,847	TRIM
386	Rafferty Asset Management, LLC	$17.6M	231,715	−92,516	TRIM
387	Carnegie Investment Counsel	$17.5M	229,860	+330	ADD
388	Steigerwald, Gordon & Koch Inc.	$17.3M	227,871	+2,875	ADD
389	U.S. Capital Wealth Advisors, LLC	$17.3M	227,838	+7,084	ADD
390	SHELTON CAPITAL MANAGEMENT	$17.3M	227,088	−230,447	TRIM
391	Envestnet Portfolio Solutions, Inc.	$17.1M	225,291	−12,250	TRIM
392	Bridgewater Associates, LP	$17.1M	224,951	−61,158	TRIM
393	FIDUCIARY TRUST CO	$16.9M	221,967	−1,838	TRIM
394	LEVIN CAPITAL STRATEGIES, L.P.	$16.9M	221,851	−3,846	TRIM
395	RBO & CO LLC	$16.9M	221,718	−4,645	TRIM
396	HARTFORD INVESTMENT MANAGEMENT CO	$16.8M	221,299	−2,636	TRIM
397	OpenArc Corporate Advisory, LLC	$16.7M	220,126	+46,457	ADD
398	ATALANTA SOSNOFF CAPITAL, LLC	$16.7M	219,134	−10,891	TRIM
399	Clearstead Advisors, LLC	$16.6M	218,382	+19,167	ADD
400	INTACT INVESTMENT MANAGEMENT INC.	$16.2M	213,300	−2,700	TRIM
401	SageGuard Financial Group, LLC	$16.1M	211,501	−32,769	TRIM
402	BANQUE PICTET & CIE SA	$16.0M	210,952	+3,250	ADD
403	Banque Cantonale Vaudoise	$15.9M	208,569	+4,943	ADD
404	Van Hulzen Asset Management, LLC	$15.8M	208,386	−1,541	TRIM
405	WHITTIER TRUST CO	$15.7M	203,772	−632	TRIM
406	Galvin, Gaustad & Stein, LLC	$15.4M	202,320	−89,798	TRIM
407	WATERS PARKERSON & CO., LLC	$15.2M	199,958	−1,810	TRIM
408	HOWE & RUSLING INC	$15.2M	199,717	+1,681	ADD
409	Choate Investment Advisors	$15.2M	199,716	+26,782	ADD
410	EASTERN BANK	$15.2M	199,626	+27,978	ADD
411	Mesirow Financial Investment Management, Inc.	$15.0M	196,953	+991	ADD
412	Maryland State Retirement & Pension System	$14.9M	195,302	+1,245	ADD
413	SCHWERIN BOYLE CAPITAL MANAGEMENT INC	$14.8M	194,670	−25,580	TRIM
414	Connor, Clark & Lunn Investment Management Ltd.	$14.4M	188,968	+70,233	ADD
415	Advocacy Wealth Management, LLC	$14.3M	188,339	+664	ADD
416	CONNORS INVESTOR SERVICES INC	$14.2M	186,665	+3,276	ADD
417	Vident Advisory, LLC	$14.1M	185,392	+29,062	ADD
418	Canada Post Corp Registered Pension Plan	$14.1M	184,774	−7,395	TRIM
419	SteelPeak Wealth, LLC	$14.0M	182,944	+93,132	ADD
420	KANAWHA CAPITAL MANAGEMENT LLC	$13.9M	182,252	+1,051	ADD
421	AMG National Trust Bank	$13.8M	181,673	+51,647	ADD
422	Modera Wealth Management, LLC	$13.7M	180,152	+4,859	ADD
423	JANE STREET GROUP, LLC	$13.5M	178,079	−20,174	TRIM
424	KMG FIDUCIARY PARTNERS, LLC	$13.5M	177,125	−797	TRIM
425	Wealthspire Advisors, LLC	$13.5M	177,073	−7,566	TRIM
426	NIXON PEABODY TRUST CO	$13.5M	176,914	−11,547	TRIM
427	Patten Group, Inc.	$13.4M	176,135	+1,006	ADD
428	Buck Wealth Strategies, LLC	$13.3M	175,083	+3,042	ADD
429	PINNACLE ASSOCIATES LTD	$13.2M	174,102	−4,722	TRIM
430	Lombard Odier Asset Management (Switzerland) SA	$13.2M	173,704	+18,200	ADD
431	Retail Employees Superannuation Pty Ltd as trustee for Retail Employees Superannuation Trust	$13.2M	173,164	+70,736	ADD
432	Avantax Planning Partners, Inc.	$13.2M	173,037	−7,236	TRIM
433	Marble Harbor Investment Counsel, LLC	$13.1M	172,809	−2,425	TRIM
434	Kintegral Advisory, LLC	$13.1M	171,609	−7,609	TRIM
435	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$13.1M	171,373	+171,373	NEW
436	Systematic Alpha Investments, LLC	$13.1M	172,300	0	NO CHANGE
437	PATTEN & PATTEN INC/TN	$13.1M	171,931	+555	ADD
438	World Investment Advisors	$13.0M	171,523	−17,118	TRIM
439	Metis Global Partners, LLC	$13.0M	170,307	−4,362	TRIM
440	NICOLA WEALTH MANAGEMENT LTD.	$12.9M	170,000	0	NO CHANGE
441	Northside Capital Management, LLC	$12.9M	169,727	−44,085	TRIM
442	Bleakley Financial Group, LLC	$12.8M	168,577	+15,963	ADD
443	AXXCESS WEALTH MANAGEMENT, LLC	$12.8M	168,000	−5,484	TRIM
444	CAISSE DES DEPOTS ET CONSIGNATIONS	$12.8M	167,798	−858	TRIM
445	LONDON CO OF VIRGINIA	$12.7M	167,474	−111	TRIM
446	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$12.7M	166,947	+166,947	NEW
447	Wilmington Savings Fund Society, FSB	$12.7M	166,775	+25,762	ADD
448	Richard C. Young & CO., LTD.	$12.5M	164,674	−9,771	TRIM
449	AG2R LA MONDIALE GESTION D'ACTIFS	$12.5M	164,002	−79,045	TRIM
450	ExodusPoint Capital Management, LP	$12.3M	161,582	+55,206	ADD
451	DIVERSIFY WEALTH MANAGEMENT, LLC	$12.2M	154,305	+96,493	ADD
452	FIRST NATIONAL TRUST CO	$12.1M	159,490	+12,878	ADD
453	MASTERINVEST Kapitalanlage GmbH	$12.0M	157,481	+34,043	ADD
454	Sterling Capital Management LLC	$11.9M	156,623	−21,399	TRIM
455	Azimuth Capital Investment Management LLC	$11.9M	156,031	−20	TRIM
456	GATEWAY INVESTMENT ADVISERS LLC	$11.7M	154,455	−193,480	TRIM
457	HUTNER CAPITAL MANAGEMENT INC	$11.7M	153,656	−305	TRIM
458	E. Ohman J:or Asset Management AB	$11.6M	153,165	+100	ADD
459	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	$11.5M	151,421	−8,710	TRIM
460	Bryn Mawr Trust Advisors, LLC	$11.5M	150,798	+75,541	ADD
461	ROCKLAND TRUST CO	$11.5M	150,667	+1,189	ADD
462	SOROS FUND MANAGEMENT LLC	$11.5M	150,643	+150,643	NEW
463	NICOLET BANKSHARES INC	$11.4M	150,041	+150,041	NEW
464	American Assets Investment Management, LLC	$11.4M	150,060	0	NO CHANGE
465	Bedell Frazier Investment Counselling, LLC	$11.4M	149,966	−2,052	TRIM
466	BAILARD, INC.	$11.4M	149,587	+64	ADD
467	HS Management Partners, LLC	$11.4M	149,452	−155,001	TRIM
468	BERKSHIRE ASSET MANAGEMENT LLC/PA	$11.3M	149,210	+12,097	ADD
469	AE Wealth Management LLC	$11.3M	148,451	+1,953	ADD
470	CENTRAL TRUST Co	$11.2M	147,509	−475	TRIM
471	ALPS ADVISORS INC	$11.2M	146,941	−3,921	TRIM
472	ADELL HARRIMAN & CARPENTER INC	$11.1M	145,502	−1,145	TRIM
473	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$11.0M	145,259	+48,345	ADD
474	Sowell Financial Services LLC	$11.0M	144,827	−1,786	TRIM
475	ADAMS DIVERSIFIED EQUITY FUND, INC.	$11.0M	144,000	0	NO CHANGE
476	Kingsview Wealth Management, LLC	$10.9M	143,416	+2,505	ADD
477	LBP AM SA	$10.9M	142,855	+102,633	ADD
478	TOKIO MARINE ASSET MANAGEMENT CO LTD	$10.8M	142,378	+5,404	ADD
479	Synergy Asset Management, LLC	$10.8M	141,451	−278,739	TRIM
480	TECTONIC ADVISORS LLC	$10.7M	140,387	−6,407	TRIM
481	TOWER BRIDGE ADVISORS	$10.7M	140,362	+614	ADD
482	Plato Investment Management Ltd	$10.6M	139,650	−12,656	TRIM
483	HENNESSY ADVISORS INC	$10.6M	139,650	+850	ADD
484	GRIFFIN ASSET MANAGEMENT, INC.	$10.6M	139,052	−8,370	TRIM
485	PRINCIPAL SECURITIES, INC.	$10.6M	139,040	+1,066	ADD
486	CAPITAL INTERNATIONAL LTD /CA/	$10.6M	139,016	−10,334	TRIM
487	Cornerstone Wealth Management, LLC	$10.5M	138,526	+4,057	ADD
488	Apollon Wealth Management, LLC	$10.5M	138,463	+2,620	ADD
489	Capital International Sarl	$10.5M	138,445	+15,669	ADD
490	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$10.5M	137,882	+1,258	ADD
491	Sky Investment Group LLC	$10.5M	137,805	−1,336	TRIM
492	Ramsay, Stattman, Vela & Price, Inc.	$10.4M	137,057	−1,906	TRIM
493	QUADRANT CAPITAL GROUP LLC	$10.4M	136,551	+10,682	ADD
494	Laird Norton Wetherby Trust Company, LLC	$10.3M	134,339	−61	TRIM
495	Evercore Wealth Management, LLC	$10.2M	134,452	−404	TRIM
496	Northwest & Ethical Investments L.P.	$10.2M	133,776	−36,527	TRIM
497	WESTFIELD CAPITAL MANAGEMENT CO LP	$10.2M	133,867	+1,197	ADD
498	Pallas Capital Advisors LLC	$10.2M	133,605	−7,610	TRIM
499	GUYASUTA INVESTMENT ADVISORS INC	$10.2M	133,522	−1,077	TRIM
500	Americana Partners, LLC	$10.1M	132,245	+21,873	ADD

Truncated by Public Filings. Top 500 of 2,946 holders shown; the rest are on EDGAR. Method ↗

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · KO

Congress · last 90 days

Buyers: 3 Kevin Hern R–OK-1, Lloyd Doggett D–TX-37, Michael A. Rulli R–OH-6 $3K–$45K
Sellers: 1 Shelley Moore Capito R–WV $1K–$15K

filed 2026-07-31 → 2026-10-29 · statutory ranges

Use of congressional disclosure reports for commercial purposes, credit decisions or solicitation is restricted by 5 U.S.C. §13107(c).

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Soros Fund Management $50.2M held
Trimming: 2 Bridgewater Associates, Moore Capital Management $17.1M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · COCA COLA CO

Merged timeline of congressional filings and notable-manager moves on KO
Date	Who	Change	Size
2026-09-25	Kevin Hern Congress	BUY	$1K–$15K
2026-08-07	Michael A. Rulli Congress	BUY	$1K–$15K
2026-08-05	Lloyd Doggett Congress	BUY	$1K–$15K
2026-08-04	Shelley Moore Capito Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+18,788 sh
2026-05-15	Soros Fund Management 13F	NEW	+150,643 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−61,158 sh
2026-05-15	Moore Capital Management 13F	EXIT	−22,025 sh

8 newest, by filing date · 13F rows are quarter-end snapshots, not trades

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings: a position may have changed or closed since the quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars; each record notes its original unit.

Affiliated managers may report the same position, so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice.