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
- 3,042
- +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
- 1,229 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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Cable Hill Partners, LLC | 7,887 | $505.8K | 0.05% | +7,887 | New |
| Crescent Grove Advisors, LLC | 7,928 | $508.4K | 0.06% | −837−9.5% | Reduced |
| Retirement Financial Solutions, LLC | 8,013 | $510.0K | 0.24% | −38−0.5% | Reduced |
| 3Chopt Investment Partners, LLC | 7,956 | $510.2K | 0.16% | +7,956 | New |
| 180 Wealth Advisors, LLC | 8,181 | $516.2K | 0.08% | +146+1.8% | Added |
| McKinley Carter Wealth Services, Inc. | 8,139 | $518.0K | 0.03% | −312−3.7% | Reduced |
| Hamilton Capital, LLC | 8,142 | $518.2K | 0.04% | −7,197−46.9% | Reduced |
| Seeds Investor LLC | 8,143 | $518.3K | 0.27% | +2,335+40.2% | Added |
| Montz Harcus Wealth Management LLC | 8,146 | $518.5K | 0.34% | +341+4.4% | Added |
| Almanack Investment Partners, LLC. | 8,156 | $519.1K | 0.09% | +28+0.3% | Added |
| Revolve Wealth Partners, LLC | 8,171 | $520.1K | 0.09% | +466+6.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 8,195 | $521.6K | 0.08% | +240+3.0% | Added |
| 360 Financial, Inc. | 8,200 | $522.0K | 0.20% | +20.0% | Added |
| Requisite Capital Management, LLC | 8,145 | $522.4K | 0.12% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,212 | $522.7K | 0.05% | −1,475−15.2% | Reduced |
| Resources Management Corp | 8,216 | $523.0K | 0.08% | −250−3.0% | Reduced |
| Fiduciary Family Office, LLC | 8,224 | $523.5K | 0.21% | −2,055−20.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 8,184 | $524.7K | 0.12% | −388−4.5% | Reduced |
| Peoples Bank | 8,250 | $525.1K | 0.27% | +1,949+30.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 8,196 | $525.1K | 0.15% | +367+4.7% | Added |
| Ifrah Financial Services, Inc. | 8,261 | $525.8K | 0.15% | −80−1.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 8,262 | $525.9K | 0.43% | +1,184+16.7% | Added |
| Bienville Capital Management, LLC | 8,200 | $525.9K | 0.13% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 8,276 | $526.8K | 0.08% | −2,610−24.0% | Reduced |
| Liberty Wealth Management LLC | 48,062 | $527.0K | 0.10% | +39,259+446.0% | Added |
| Tucker Asset Management LLC | 8,300 | $528.3K | 0.12% | −873−9.5% | Reduced |
| Yarbrough Capital, LLC | 8,300 | $528.3K | 0.02% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 8,303 | $528.5K | 0.09% | +2,730+49.0% | Added |
| Terril Brothers, Inc. | 8,321 | $529.6K | 0.19% | 00.0% | Unchanged |
| Trajan Wealth LLC | 8,325 | $529.9K | 0.03% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 8,329 | $530.1K | 0.15% | +579+7.5% | Added |
| Platform Technology Partners | 8,351 | $531.5K | 0.18% | +8,351 | New |
| S.A. Mason LLC | 8,360 | $532.1K | 0.30% | +341+4.3% | Added |
| Vivaldi Capital Management, LLC | 8,369 | $532.7K | 0.15% | +358+4.5% | Added |
| Carmichael Hill & Associates, Inc. | 8,377 | $533.2K | 0.22% | −893−9.6% | Reduced |
| Paragon Capital Management Ltd | 8,377 | $533.3K | 0.10% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 8,385 | $533.7K | 0.28% | +1,014+13.8% | Added |
| Amplius Wealth Advisors, LLC | 8,395 | $534.3K | 0.06% | +294+3.6% | Added |
| Legacy Wealth Management, LLC | 8,400 | $534.7K | 0.23% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 8,400 | $535.0K | 0.38% | +4,200+100.0% | Added |
| Affinity Capital Advisors, LLC | 8,414 | $535.5K | 0.11% | −21−0.2% | Reduced |
| Harbour Trust & Investment Management Co | 8,418 | $535.8K | 0.06% | −202−2.3% | Reduced |
| Aveo Capital Partners, LLC | 8,422 | $536.0K | 0.06% | −1,472−14.9% | Reduced |
| First National Corp | 8,430 | $536.5K | 0.13% | −432−4.9% | Reduced |
| Strata Wealth Advisors, LLC | 8,443 | $537.4K | 0.19% | +8,443 | New |
| Laraway Financial Inc | 8,471 | $539.2K | 0.46% | +12+0.1% | Added |
| Heartland Bank & Trust Co | 8,473 | $539.3K | 0.31% | +350+4.3% | Added |
| Alliance Wealth Advisors, LLC | 8,491 | $540.5K | 0.34% | −357−4.0% | Reduced |
| Sound Income Strategies, LLC | 8,492 | $540.5K | 0.03% | +244+3.0% | Added |
| Forte Capital LLC | 8,504 | $541.3K | 0.07% | −9−0.1% | Reduced |
| Essex Investment Management Co LLC | 8,505 | $541.3K | 0.10% | −3,717−30.4% | Reduced |
| Chilton Investment Co LLC | 8,520 | $542.3K | 0.02% | −23,374−73.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,542 | $543.7K | 0.35% | +10.0% | Added |
| New Republic Capital, LLC | 8,490 | $543.7K | 0.27% | +1,791+26.7% | Added |
| Detalus Advisors, LLC | 8,548 | $544.1K | 0.19% | +220+2.6% | Added |
| Alan B. Lancz & Associates, Inc. | 8,550 | $544.2K | 0.54% | +8,550 | New |
| Horst & Graben Wealth Management LLC | 8,552 | $544.3K | 0.10% | −57−0.7% | Reduced |
| RMR Capital Management, LLC | 8,579 | $546.1K | 0.50% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 8,615 | $548.0K | 0.20% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 8,610 | $548.0K | 0.13% | +200+2.4% | Added |
| Geller Advisors LLC | 8,574 | $549.9K | 0.04% | −66−0.8% | Reduced |
| Whalerock Point Partners, LLC | 8,666 | $551.6K | 0.15% | +154+1.8% | Added |
| Gladius Capital Management LP | 8,668 | $551.7K | 0.55% | +3,569+70.0% | Added |
| Miracle Mile Advisors, LLC | 8,671 | $551.9K | 0.01% | −603−6.5% | Reduced |
| Fagan Associates, Inc. | 8,696 | $553.5K | 0.10% | 00.0% | Unchanged |
| Lantz Financial LLC | 8,697 | $553.6K | 0.17% | +51+0.6% | Added |
| Catalyst Funds Management Pty Ltd | 8,700 | $553.8K | 0.15% | +8,700 | New |
| Firestone Capital Management | 8,702 | $553.9K | 0.15% | +10.0% | Added |
| Sar Wealth Management Group, LLC | 8,708 | $554.3K | 0.39% | +59+0.7% | Added |
| Round Rock Advisors, LLC | 8,709 | $554.3K | 0.13% | −80−0.9% | Reduced |
| Capasso Planning Partners LLC | 8,717 | $554.8K | 0.18% | −389−4.3% | Reduced |
| Capital Square, LLC | 8,566 | $554.8K | 0.36% | +38+0.4% | Added |
| Cypress Wealth Services, LLC | 8,745 | $556.6K | 0.12% | +80+0.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,764 | $557.0K | 0.16% | +1,212+16.0% | Added |
| Cornerstone Capital, Inc. | 8,764 | $557.8K | 0.06% | +124+1.4% | Added |
| Wall Street Access Asset Management, LLC | 8,777 | $558.7K | 0.23% | −3,210−26.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,775 | $560.0K | 0.01% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 8,754 | $561.4K | 0.08% | −3,400−28.0% | Reduced |
| Addison Advisors LLC | 8,853 | $563.5K | 0.18% | +551+6.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 8,863 | $564.1K | 0.13% | +1,588+21.8% | Added |
| Mattern Wealth Management LLC | 8,878 | $565.1K | 0.14% | +1,600+22.0% | Added |
| Evermay Wealth Management LLC | 8,829 | $565.2K | 0.09% | +310+3.6% | Added |
| Red Door Wealth Management, LLC | 8,881 | $565.3K | 0.10% | −56−0.6% | Reduced |
| Acorn Financial Advisory Services Inc | 8,889 | $565.8K | 0.11% | +208+2.4% | Added |
| Interchange Capital Partners, LLC | 8,895 | $566.2K | 0.21% | +3,310+59.3% | Added |
| Strategic Advocates LLC | 8,897 | $566.3K | 0.22% | −7,242−44.9% | Reduced |
| Investors Research Corp | 8,923 | $567.9K | 0.13% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 8,926 | $568.1K | 0.01% | −35,964−80.1% | Reduced |
| GDS Wealth Management | 8,952 | $569.8K | 0.06% | −537−5.7% | Reduced |
| Lodestone Wealth Management LLC | 8,962 | $570.4K | 0.30% | −38−0.4% | Reduced |
| Crescent Sterling, Ltd. | 8,996 | $572.6K | 0.55% | −391−4.2% | Reduced |
| Northern Oak Wealth Management Inc | 8,996 | $572.6K | 0.07% | −688−7.1% | Reduced |
| Sherbrooke Park Advisers LLC | 9,074 | $577.6K | 0.10% | +9,074 | New |
| Wayfinding Financial, LLC | 9,015 | $578.0K | 0.33% | −1,032−10.3% | Reduced |
| Jeppson Wealth Management, LLC | 9,096 | $579.0K | 0.22% | −276−2.9% | Reduced |
| Nadler Financial Group, Inc. | 9,108 | $579.7K | 0.07% | −39−0.4% | Reduced |
| Hemenway Trust Co LLC | 9,145 | $582.1K | 0.05% | −209−2.2% | Reduced |
| Firethorn Wealth Partners, LLC | 9,200 | $585.6K | 0.33% | −897−8.9% | Reduced |
| Enterprise Financial Services Corp | 9,212 | $586.3K | 0.36% | −543−5.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,221 | $587.0K | 0.03% | −481−5.0% | Reduced |