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, Q2 2024
Institutional positions in Coca Cola Co as of Jun 30, 2024. 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
- 3,043
- +95 vs. Q1 2024
- Shares held
- 3.08B
- +68.1M (+2.3%) vs. Q1 2024
- Total value
- $196.3B
- +$11.9B (+6.4%) vs. Q1 2024
- New holders
- 195
- 1,230 more added
- Sold out
- 100
- 1,285 more reduced
41 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 10 | $0 | 0.00% | +8+400.0% | Added |
| NewSquare Capital LLC | 0 | $8 | 0.00% | −93−100.0% | Reduced |
| McClarren Financial Advisors, Inc. | 381 | $117 | 0.08% | −1,453−79.2% | Reduced |
| AM Squared Ltd | 2 | $127 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 10 | $1.00K | 0.00% | +10 | New |
| Koesten, Hirschmann & Crabtree, INC. | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 17 | $1.10K | 0.00% | −94−84.7% | Reduced |
| Cedar Wealth Management, LLC | 19 | $1.21K | 0.00% | −133−87.5% | Reduced |
| Horizon Financial Services, LLC | 21 | $1.34K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 33 | $2.10K | 0.00% | +1+3.1% | Added |
| Tower View Investment Management & Research LLC | 40 | $2.55K | 0.00% | +16+66.7% | Added |
| Timber Creek Capital Management LLC | 52 | $3.31K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 60 | $3.82K | 0.00% | +60 | New |
| Anfield Capital Management, LLC | 67 | $4.26K | 0.00% | +67 | New |
| ClariVest Asset Management LLC | 76 | $4.84K | 0.00% | −41−35.0% | Reduced |
| Moser Wealth Advisors, LLC | 91 | $5.79K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 96 | $6.11K | 0.51% | −229−70.5% | Reduced |
| Cedar Mountain Advisors, LLC | 99 | $6.30K | 0.00% | −47−32.2% | Reduced |
| West Financial Advisors, LLC | 114 | $7.26K | 0.00% | 00.0% | Unchanged |
| Biglari Capital Corp. | 120 | $7.64K | 0.00% | −1,900−94.1% | Reduced |
| Miller Wealth Advisors, LLC | 124 | $7.89K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 127 | $8.00K | 0.00% | −86−40.4% | Reduced |
| Newton One Investments LLC | 130 | $8.27K | 0.00% | +1+0.8% | Added |
| Insight Financial Services | 148 | $9.42K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 151 | $9.63K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 154 | $9.80K | 0.04% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 165 | $10.5K | 0.01% | +165 | New |
| Osterweis Capital Management Inc | 168 | $10.7K | 0.00% | −252−60.0% | Reduced |
| Abich Financial Wealth Management LLC | 178 | $11.3K | 0.01% | +178 | New |
| Ridgewood Investments LLC | 192 | $12.2K | 0.01% | +192 | New |
| BBJS Financial Advisors, LLC | 195 | $12.4K | 0.00% | +75+62.5% | Added |
| Arcadia Investment Management Corp | 198 | $12.6K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 200 | $12.7K | 0.01% | +200 | New |
| Signature Resources Capital Management, LLC | 202 | $12.9K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 212 | $13.5K | 0.00% | +212 | New |
| JDM Financial Group LLC | 218 | $13.9K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 259 | $16.5K | 0.01% | +20+8.4% | Added |
| Chris Bulman Inc | 267 | $17.0K | 0.01% | +267 | New |
| Fairway Wealth LLC | 289 | $18.4K | 0.01% | +289 | New |
| Valued Wealth Advisors LLC | 290 | $18.6K | 0.01% | +44+17.9% | Added |
| Criterion Capital Advisors, LLC | 300 | $19.1K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $19.1K | 0.01% | 00.0% | Unchanged |
| Cypress Capital, LLC | 300 | $19.1K | 0.01% | +300 | New |
| JCIC Asset Management Inc. | 303 | $19.3K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 309 | $19.6K | 0.01% | −29−8.6% | Reduced |
| Eukles Asset Management | 312 | $19.9K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 316 | $20.0K | 0.01% | −1−0.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 317 | $20.3K | 0.01% | +1+0.3% | Added |
| Altshuler Shaham Ltd | 328 | $20.9K | 0.00% | −78−19.2% | Reduced |
| Penserra Capital Management LLC | 366 | $23.0K | 0.00% | −1,038,965−100.0% | Reduced |
| CKW Financial Group | 363 | $23.0K | 0.00% | −14−3.7% | Reduced |
| Horrell Capital Management, Inc. | 358 | $23.0K | 0.01% | +2+0.6% | Added |
| GoalVest Advisory LLC | 365 | $23.2K | 0.01% | −623−63.1% | Reduced |
| DecisionPoint Financial, LLC | 350 | $23.4K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 375 | $23.9K | 0.01% | −5−1.3% | Reduced |
| Ruedi Wealth Management, Inc. | 378 | $24.1K | 0.01% | +42+12.5% | Added |
| Bare Financial Services, Inc | 386 | $25.8K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 412 | $26.2K | 0.02% | +412 | New |
| Quarry LP | 418 | $26.6K | 0.01% | +418 | New |
| Hoey Investments, Inc | 432 | $27.5K | 0.01% | +432 | New |
| Costello Asset Management, INC | 441 | $28.1K | 0.02% | −110−20.0% | Reduced |
| Carolina Wealth Advisors, LLC | 446 | $28.4K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 455 | $29.0K | 0.01% | +63+16.1% | Added |
| Redmont Wealth Advisors LLC | 458 | $29.2K | 0.05% | 00.0% | Unchanged |
| WealthCollab, LLC | 461 | $29.3K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 461 | $29.4K | 0.01% | +2+0.4% | Added |
| IAG Wealth Partners, LLC | 465 | $29.6K | 0.01% | +63+15.7% | Added |
| Raffa Wealth Management, LLC | 496 | $31.6K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 496 | $31.6K | 0.02% | +2+0.4% | Added |
| VitalStone Financial, LLC | 505 | $32.1K | 0.02% | +4+0.8% | Added |
| Mizuho Securities Co. Ltd. | 510 | $32.5K | 0.08% | −180−26.1% | Reduced |
| Accordant Advisory Group Inc | 513 | $32.7K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 515 | $32.8K | 0.01% | +65+14.4% | Added |
| Horizons Wealth Management | 525 | $34.3K | 0.03% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 563 | $35.8K | 0.00% | +40+7.6% | Added |
| Red Tortoise LLC | 568 | $36.2K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 573 | $36.5K | 0.05% | +570+19,000.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 539 | $37.0K | 0.02% | −35−6.1% | Reduced |
| Dunhill Financial, LLC | 595 | $37.9K | 0.02% | −94−13.6% | Reduced |
| Your Advocates Ltd., LLP | 598 | $38.1K | 0.02% | −250−29.5% | Reduced |
| nVerses Capital, LLC | 600 | $38.2K | 0.02% | −200−25.0% | Reduced |
| Mount Lucas Management LP | 600 | $38.2K | 0.01% | +600 | New |
| MidAtlantic Capital Management, Inc. | 604 | $38.4K | 0.03% | −603−50.0% | Reduced |
| Creekmur Asset Management LLC | 614 | $39.1K | 0.01% | −247−28.7% | Reduced |
| Annapolis Financial Services, LLC | 622 | $39.6K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 622 | $39.6K | 0.04% | +622 | New |
| Activest Wealth Management | 641 | $40.8K | 0.01% | +641 | New |
| Richardson Capital Management LLC | 650 | $41.4K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 705 | $41.5K | 0.03% | +604+598.0% | Added |
| Meeder Asset Management Inc | 662 | $42.1K | 0.00% | −5,972−90.0% | Reduced |
| Redwood Wealth Management Group, LLC | 687 | $43.7K | 0.03% | +687 | New |
| Dogwood Wealth Management LLC | 695 | $44.3K | 0.03% | −32−4.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 700 | $44.6K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 736 | $46.0K | 0.02% | +736 | New |
| Lynx Investment Advisory | 750 | $47.7K | 0.04% | +750 | New |
| Sawyer & Company, Inc | 749 | $48.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 764 | $48.6K | 0.01% | +4+0.5% | Added |
| Spotlight Asset Group, Inc. | 791 | $50.3K | 0.04% | 00.0% | Unchanged |