Who holds KOticker 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 · COM · quarter ended 2026-03-31 · 56 members disclosed KO ↗

2,946

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$226B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,302

addsholders whose share count rose or who opened the position (new + add), by shares

184

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of KO ranked by reported value
#	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
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

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · KO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 3 Alan Armstrong R–OK, Lloyd Doggett D–TX-37, Michael A. Rulli R–OH-6 $17K–$80K
Sellers: 2 Ro Khanna D–CA-17, Shelley Moore Capito R–WV $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

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

new + add vs trim + exit, by shares · $ = reported value now, not the change · COCA COLA CO

Merged timeline of congressional filings and notable-manager moves on KO
Date	Who	Change	Size
2026-08-07	Michael A. Rulli Congress	Purchase	$1K–$15K
2026-08-05	Lloyd Doggett Congress	Purchase	$1K–$15K
2026-08-04	Shelley Moore Capito Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$15K–$50K
2026-07-06	Ro Khanna Congress	Sale	$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

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

56 members of Congress disclosed KO — the congressional view ↗