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 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 10,477 | $666.9K | 0.02% | +31+0.3% | Added |
| Tandem Investment Advisors, Inc. | 10,500 | $668.0K | 0.03% | −4,817−31.4% | Reduced |
| Prestige Wealth Management Group LLC | 10,419 | $668.2K | 0.14% | +810+8.4% | Added |
| Elgethun Capital Management | 10,499 | $668.3K | 0.17% | +14+0.1% | Added |
| AA Financial Advisors, LLC | 10,500 | $668.3K | 0.24% | +2,051+24.3% | Added |
| Gray Wealth Management Inc. | 10,565 | $672.4K | 0.29% | +40.0% | Added |
| Waterloo Capital, L.P. | 10,584 | $673.6K | 0.08% | +6,213+142.1% | Added |
| Bangor Savings Bank | 10,600 | $674.7K | 0.07% | +395+3.9% | Added |
| Wexford Capital LP | 10,617 | $675.8K | 0.17% | +3,381+46.7% | Added |
| Retirement Income Solutions, Inc | 10,629 | $676.5K | 0.16% | −1,250−10.5% | Reduced |
| L & S Advisors Inc | 10,646 | $677.6K | 0.08% | −30.0% | Reduced |
| Pinnacle Holdings, LLC | 10,646 | $677.6K | 0.28% | +23+0.2% | Added |
| Keudell/Morrison Wealth Management | 10,658 | $678.4K | 0.20% | −933−8.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,672 | $679.0K | 0.08% | +10,672 | New |
| Brandywine Trust Co | 10,682 | $679.9K | 0.11% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 10,650 | $683.1K | 0.31% | −15−0.1% | Reduced |
| Cim Investment Mangement Inc | 10,749 | $684.2K | 0.21% | −130−1.2% | Reduced |
| Highline Wealth Partners LLC | 10,772 | $685.6K | 0.26% | +29+0.3% | Added |
| Grove Bank & Trust | 10,797 | $687.2K | 0.11% | −1,882−14.8% | Reduced |
| Monument Group Wealth Advisors, LLC | 10,811 | $688.1K | 0.46% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10,830 | $689.3K | 0.02% | +241+2.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 10,892 | $693.3K | 0.34% | +1,337+14.0% | Added |
| Ashford Capital Management Inc | 10,926 | $695.4K | 0.09% | 00.0% | Unchanged |
| Hutchinson Capital Management | 10,945 | $696.7K | 0.14% | +5,240+91.8% | Added |
| Pinnacle West Asset Management, Inc. | 10,960 | $698.0K | 0.54% | +170+1.6% | Added |
| Orser Capital Management, LLC | 10,968 | $698.1K | 0.57% | 00.0% | Unchanged |
| William Allan, LLC | 11,011 | $701.0K | 0.47% | −2,315−17.4% | Reduced |
| Hardin Capital Partners, LLC | 11,015 | $701.1K | 0.46% | +11,015 | New |
| West Michigan Advisors, LLC | 10,946 | $702.0K | 0.22% | −1,691−13.4% | Reduced |
| Cladis Investment Advisory, LLC | 11,111 | $707.2K | 0.51% | +10.0% | Added |
| Gilman Hill Asset Management, LLC | 11,170 | $711.0K | 0.13% | +666+6.3% | Added |
| J. W. Coons Advisors, LLC | 11,198 | $712.8K | 0.17% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 11,208 | $713.0K | 0.11% | +344+3.2% | Added |
| Nemes Rush Group LLC | 11,206 | $713.3K | 0.10% | −860−7.1% | Reduced |
| Woodward Diversified Capital, LLC | 11,210 | $713.5K | 0.42% | +357+3.3% | Added |
| Dover Advisors, LLC | 11,212 | $713.6K | 0.44% | +32+0.3% | Added |
| Tobam | 11,219 | $714.0K | 0.11% | −10,398−48.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,227 | $714.6K | 0.20% | −999−8.2% | Reduced |
| Institute for Wealth Management, LLC. | 11,232 | $714.9K | 0.10% | +3,516+45.6% | Added |
| Cowa, LLC | 11,233 | $715.0K | 0.38% | +13+0.1% | Added |
| TRUE Private Wealth Advisors | 11,242 | $715.5K | 0.08% | +270+2.5% | Added |
| MJP Associates Inc | 11,259 | $716.6K | 0.15% | +565+5.3% | Added |
| WealthTrust Axiom LLC | 11,276 | $717.7K | 0.24% | +160+1.4% | Added |
| Moss Adams Wealth Advisors LLC | 11,256 | $721.3K | 0.10% | +1,709+17.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 11,334 | $721.4K | 0.19% | +202+1.8% | Added |
| Norris Perne & French LLP | 11,334 | $721.4K | 0.05% | −96−0.8% | Reduced |
| Adams Wealth Management | 11,346 | $722.2K | 0.17% | −2,239−16.5% | Reduced |
| CacheTech Inc. | 11,346 | $722.2K | 0.17% | +11,346 | New |
| First National Bank of Mount Dora, Trust Investment Services | 11,358 | $722.9K | 0.17% | −247−2.1% | Reduced |
| Eastern Bank | 11,365 | $723.4K | 0.03% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 11,373 | $723.9K | 0.10% | +62+0.5% | Added |
| S&CO Inc | 11,386 | $724.0K | 0.05% | −339−2.9% | Reduced |
| OMC Financial Services LTD | 11,379 | $724.0K | 0.34% | −40−0.4% | Reduced |
| Geometric Wealth Advisors | 11,387 | $724.8K | 0.15% | +11,387 | New |
| Northstar Asset Management LLC | 11,435 | $727.8K | 0.18% | +50+0.4% | Added |
| Alliance Wealth Advisors, LLC | 11,457 | $729.2K | 0.21% | −194−1.7% | Reduced |
| Catalytic Wealth RIA, LLC | 11,469 | $730.0K | 0.14% | −515−4.3% | Reduced |
| McAdam, LLC | 11,551 | $735.2K | 0.04% | +717+6.6% | Added |
| Plancorp, LLC | 11,559 | $735.7K | 0.03% | −223−1.9% | Reduced |
| Madison Asset Management, LLC | 11,559 | $735.7K | 0.01% | −157,925−93.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 11,600 | $738.3K | 0.55% | −1,720−12.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 11,611 | $739.1K | 0.05% | +56+0.5% | Added |
| LS Investment Advisors, LLC | 11,651 | $741.6K | 0.12% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 11,662 | $742.3K | 0.10% | −1,050−8.3% | Reduced |
| Becker Capital Management Inc | 11,601 | $744.0K | 0.03% | −249−2.1% | Reduced |
| BlueChip Wealth Advisors LLC | 11,690 | $744.1K | 0.44% | +315+2.8% | Added |
| Webster Bank, N. A. | 11,697 | $744.5K | 0.08% | −4,800−29.1% | Reduced |
| Congress Park Capital LLC | 11,706 | $745.1K | 0.30% | −1,419−10.8% | Reduced |
| Sound Financial Strategies Group, LLC | 11,712 | $745.5K | 0.65% | +2,252+23.8% | Added |
| Bank of New Hampshire | 11,734 | $746.9K | 0.19% | 00.0% | Unchanged |
| First Foundation Advisors | 11,743 | $747.5K | 0.03% | −1,283−9.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 11,776 | $749.6K | 0.34% | −903−7.1% | Reduced |
| Reuter James Wealth Management, LLC | 11,822 | $752.5K | 0.56% | −362−3.0% | Reduced |
| Golden State Equity Partners | 11,830 | $753.0K | 0.16% | +11,830 | New |
| Lakeshore Financial Planning, Inc. | 11,831 | $753.2K | 0.37% | −34−0.3% | Reduced |
| Fielder Capital Group LLC | 11,844 | $753.9K | 0.29% | +451+4.0% | Added |
| Live Oak Investment Partners | – | $755.4K | 0.63% | – | New |
| Atwood & Palmer Inc | 11,882 | $756.3K | 0.06% | −150−1.2% | Reduced |
| Stonebrook Private Inc. | 11,892 | $756.9K | 0.22% | −1,514−11.3% | Reduced |
| Trueblood Wealth Management, LLC | 11,909 | $758.0K | 0.43% | −3,461−22.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 11,915 | $758.4K | 0.03% | +70+0.6% | Added |
| Peachtree Investment Partners, LLC | 11,952 | $760.7K | 0.30% | +12+0.1% | Added |
| Sit Investment Associates Inc | 11,952 | $761.0K | 0.02% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 11,990 | $763.1K | 0.54% | +50+0.4% | Added |
| Financial Partners Group, LLC | 11,994 | $763.4K | 0.30% | +354+3.0% | Added |
| Great Diamond Partners, LLC | 11,999 | $763.7K | 0.18% | −887−6.9% | Reduced |
| Connecticut Wealth Management, LLC | 12,012 | $764.6K | 0.04% | +448+3.9% | Added |
| First Financial Bank - Trust Division | 12,028 | $765.6K | 0.08% | −1,504−11.1% | Reduced |
| MBA Advisors LLC | 12,061 | $767.7K | 0.39% | +295+2.5% | Added |
| Lingohr & Partner Asset Management GmbH | 12,059 | $768.0K | 1.92% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 12,071 | $768.3K | 0.11% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 11,987 | $768.8K | 0.07% | +219+1.9% | Added |
| Meridian Investment Counsel Inc. | 12,097 | $770.0K | 0.24% | +1,360+12.7% | Added |
| New Century Financial Group, LLC | 12,097 | $770.0K | 0.33% | +3,420+39.4% | Added |
| Bank of Nova Scotia Trust Co | 12,102 | $770.3K | 0.09% | −13,432−52.6% | Reduced |
| Sovereign Financial Group, Inc. | 12,175 | $775.0K | 0.19% | +75+0.6% | Added |
| Richard W. Paul & Associates, LLC | 12,200 | $776.5K | 0.30% | +72+0.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 12,204 | $776.8K | 0.33% | +3,270+36.6% | Added |
| Edgestream Partners, L.P. | 12,205 | $776.8K | 0.04% | −31,096−71.8% | Reduced |
| Banco BTG Pactual S.A. | 11,647 | $780.5K | 0.20% | +288+2.5% | Added |