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 |
|---|---|---|---|---|---|
| Prentice Wealth Management LLC | 9,240 | $588.1K | 0.19% | +211+2.3% | Added |
| Vicus Capital | 9,279 | $590.6K | 0.05% | +300+3.3% | Added |
| Dominguez Wealth Management Solutions, Inc. | 9,281 | $590.7K | 0.44% | −528−5.4% | Reduced |
| Dividend Assets Capital, LLC | 9,287 | $591.1K | 0.12% | 00.0% | Unchanged |
| Vestor Capital, LLC | 9,303 | $592.0K | 0.05% | −180−1.9% | Reduced |
| Van Cleef Asset Management,Inc | 9,310 | $592.6K | 0.07% | 00.0% | Unchanged |
| Middleton & Co Inc | 9,325 | $593.5K | 0.07% | +750+8.7% | Added |
| Stanley-Laman Group, Ltd. | 9,330 | $593.9K | 0.09% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 9,383 | $597.2K | 0.48% | −63−0.7% | Reduced |
| Roman Butler Fullerton & Co | 9,510 | $597.5K | 0.19% | −107−1.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,390 | $597.7K | 0.30% | +805+9.4% | Added |
| Laidlaw Wealth Management LLC | 9,402 | $598.4K | 0.33% | −296−3.1% | Reduced |
| Duncker Streett & Co Inc | 9,405 | $598.6K | 0.12% | −2,700−22.3% | Reduced |
| Inlet Private Wealth, LLC | 9,413 | $599.2K | 0.16% | +1,677+21.7% | Added |
| Occidental Asset Management, LLC | 9,428 | $600.1K | 0.11% | +1,010+12.0% | Added |
| Financial Network Wealth Advisors LLC | 9,452 | $602.1K | 0.45% | +109+1.2% | Added |
| Stockman Wealth Management, Inc. | 9,468 | $602.6K | 0.11% | +455+5.0% | Added |
| Sierra Capital LLC | 9,470 | $603.0K | 0.08% | 00.0% | Unchanged |
| Kidder Stephen W | 9,480 | $603.4K | 0.19% | −100−1.0% | Reduced |
| BCU Wealth Advisors, LLC | 9,513 | $605.5K | 0.45% | −507−5.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,572 | $605.7K | 0.07% | +10.0% | Added |
| ClearAlpha Technologies LP | 9,517 | $605.8K | 0.24% | +9,517 | New |
| SFMG, LLC | 9,539 | $607.2K | 0.05% | −120−1.2% | Reduced |
| Smart Money Group LLC | 9,113 | $608.2K | 0.22% | +1,172+14.8% | Added |
| China Universal Asset Management Co., Ltd. | 9,507 | $608.5K | 0.09% | −1,902−16.7% | Reduced |
| Alera Investment Advisors, LLC | 9,579 | $609.7K | 0.07% | −25−0.3% | Reduced |
| Baldwin Investment Management, LLC | 9,585 | $610.1K | 0.08% | +65+0.7% | Added |
| Goelzer Investment Management, Inc. | 9,592 | $610.5K | 0.03% | −67−0.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 9,608 | $611.5K | 0.23% | +648+7.2% | Added |
| Maple Capital Management, Inc. | 9,615 | $612.0K | 0.05% | −88−0.9% | Reduced |
| Ti-Trust, Inc | 9,628 | $612.8K | 0.47% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 9,646 | $614.0K | 0.85% | +439+4.8% | Added |
| Cross Staff Investments Inc | 9,649 | $614.2K | 0.51% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 9,658 | $614.7K | 0.24% | −31−0.3% | Reduced |
| Regimen Wealth, LLC | 9,667 | $615.3K | 0.21% | −286−2.9% | Reduced |
| Kimelman & Baird, LLC | 9,670 | $615.5K | 0.05% | +9,670 | New |
| Proficio Capital Partners LLC | 9,676 | $615.9K | 0.06% | +348+3.7% | Added |
| First Heartland Consultants, Inc. | 9,714 | $618.0K | 0.06% | −1,231−11.2% | Reduced |
| 9258 Wealth Management, LLC | 9,756 | $621.0K | 0.10% | +591+6.4% | Added |
| Tarbox Family Office, Inc. | 9,769 | $621.8K | 0.11% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 9,776 | $622.2K | 0.44% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 9,587 | $622.8K | 0.45% | 00.0% | Unchanged |
| IFG Advisors, LLC | 9,792 | $623.2K | 0.15% | +5+0.1% | Added |
| Zhang Financial LLC | 9,798 | $623.6K | 0.04% | −1,025−9.5% | Reduced |
| Boothbay Fund Management, LLC | 9,804 | $624.0K | 0.02% | −30,046−75.4% | Reduced |
| Quent Capital, LLC | 9,804 | $624.0K | 0.07% | +714+7.9% | Added |
| Embree Financial Group | 9,806 | $624.2K | 0.12% | −9−0.1% | Reduced |
| River Wealth Advisors LLC | 9,809 | $624.3K | 0.09% | +304+3.2% | Added |
| Donoghue Forlines LLC | 9,844 | $626.6K | 0.18% | −693−6.6% | Reduced |
| Journey Advisory Group, LLC | 9,852 | $627.1K | 0.07% | −437−4.2% | Reduced |
| Trust Co | 9,865 | $627.9K | 0.08% | +2,965+43.0% | Added |
| Wimmer Associates 1, LLC | 9,878 | $628.7K | 0.32% | +41+0.4% | Added |
| Strategic Investment Solutions, Inc. | 9,834 | $629.5K | 0.20% | +9,834 | New |
| Taylor Hoffman Wealth Management | 9,950 | $629.6K | 0.26% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 9,824 | $630.1K | 0.17% | +151+1.6% | Added |
| Accredited Investors Inc. | 9,906 | $630.5K | 0.04% | +811+8.9% | Added |
| Mountain Pacific Investment Advisers Inc | 9,914 | $631.0K | 0.05% | −930−8.6% | Reduced |
| Richwood Investment Advisors, LLC | 9,923 | $631.6K | 0.55% | +166+1.7% | Added |
| Cambridge Advisors Inc. | 9,938 | $632.6K | 0.15% | +1,039+11.7% | Added |
| Fortress Wealth Group, LLC | 9,755 | $633.7K | 0.32% | +487+5.3% | Added |
| N.E.W. Advisory Services LLC | 9,972 | $634.7K | 0.07% | −703−6.6% | Reduced |
| Aspen Investment Management Inc | 9,981 | $635.0K | 0.32% | −50−0.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,981 | $635.3K | 0.10% | −115−1.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 9,986 | $635.6K | 0.30% | −2,484−19.9% | Reduced |
| Elevate Wealth Advisory, Inc | 9,916 | $636.0K | 0.52% | +6,339+177.2% | Added |
| Alta Capital Management LLC | 10,000 | $636.5K | 0.04% | −5,000−33.3% | Reduced |
| Gibson Wealth Advisors LLC | 10,000 | $636.5K | 0.60% | 00.0% | Unchanged |
| Milestones Administradora de Recursos Ltda. | 10,000 | $636.5K | 0.27% | +10,000 | New |
| Sittner & Nelson, LLC | 10,001 | $636.6K | 0.31% | +167+1.7% | Added |
| Journey Strategic Wealth LLC | 10,008 | $637.0K | 0.03% | +1,715+20.7% | Added |
| Spinnaker Investment Group, LLC | 10,017 | $637.6K | 0.18% | −168−1.6% | Reduced |
| HHM Wealth Advisors, LLC | 10,018 | $637.6K | 0.10% | +4,160+71.0% | Added |
| TrinityPoint Wealth, LLC | 10,019 | $637.7K | 0.10% | +214+2.2% | Added |
| Compass Ion Advisors, LLC | 10,430 | $638.1K | 0.09% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 10,032 | $638.5K | 0.58% | −429−4.1% | Reduced |
| Elk River Wealth Management, LLC | 9,980 | $640.1K | 0.13% | 00.0% | Unchanged |
| Archer Investment Corp | 10,070 | $641.0K | 0.19% | +129+1.3% | Added |
| Alta Advisers Ltd | 10,100 | $642.9K | 0.31% | +300+3.1% | Added |
| Sunbelt Securities, Inc. | 10,125 | $644.5K | 0.07% | −637−5.9% | Reduced |
| Capital Wealth Planning, LLC | 10,130 | $644.8K | 0.01% | −3,054,488−99.7% | Reduced |
| DAGCO, Inc. | 10,133 | $645.0K | 0.29% | +12+0.1% | Added |
| Owen LaRue, LLC | 10,144 | $645.7K | 0.40% | −69−0.7% | Reduced |
| HCR Wealth Advisors | 10,147 | $645.9K | 0.09% | −378−3.6% | Reduced |
| Onefund, LLC | 10,182 | $648.1K | 0.71% | +167+1.7% | Added |
| Viawealth, LLC | 10,208 | $649.8K | 0.40% | +50.0% | Added |
| Financial Management Professionals, Inc. | 10,217 | $650.0K | 0.09% | −453−4.2% | Reduced |
| D'Orazio & Associates, Inc. | 10,215 | $650.2K | 0.10% | +2,119+26.2% | Added |
| Cullen Capital Management LLC | 10,219 | $650.4K | 0.01% | 00.0% | Unchanged |
| Apella Capital, LLC | 10,387 | $651.2K | 0.03% | +2,790+36.7% | Added |
| McDonald Partners LLC | 10,233 | $651.4K | 0.17% | −334−3.2% | Reduced |
| GHP Investment Advisors, Inc. | 10,270 | $653.7K | 0.03% | +58+0.6% | Added |
| Wills Financial Group, Inc. | 10,272 | $653.8K | 0.30% | −718−6.5% | Reduced |
| Argent Capital Management LLC | 10,310 | $656.2K | 0.02% | 00.0% | Unchanged |
| King Wealth | 10,321 | $657.0K | 0.11% | +20.0% | Added |
| Willis Investment Counsel | 10,397 | $661.8K | 0.05% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10,408 | $662.5K | 0.14% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 10,409 | $662.5K | 0.42% | +10.0% | Added |
| Ellis Investment Partners, LLC | 10,430 | $663.9K | 0.14% | +1,648+18.8% | Added |
| Proathlete Wealth Management LLC | 10,463 | $666.0K | 0.32% | +111+1.1% | Added |
| Mount Yale Investment Advisors, LLC | 10,471 | $666.5K | 0.05% | −2,063−16.5% | Reduced |