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 |
|---|---|---|---|---|---|
| Alhambra Investment Partners LLC | 12,263 | $780.5K | 0.43% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 12,277 | $781.4K | 0.13% | +268+2.2% | Added |
| Cromwell Holdings LLC | 12,186 | $781.5K | 0.47% | +12,186 | New |
| Register Financial Advisors LLC | 12,288 | $782.2K | 0.40% | −391−3.1% | Reduced |
| Cassia Capital Partners, LLC | 12,309 | $783.5K | 0.52% | −1,946−13.7% | Reduced |
| Ausdal Financial Partners, Inc. | 12,356 | $786.5K | 0.08% | −516−4.0% | Reduced |
| Ransom Advisory, Ltd | 12,378 | $787.9K | 0.39% | +250+2.1% | Added |
| Cornerstone Management, Inc. | 12,401 | $789.3K | 0.17% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 12,405 | $789.6K | 0.35% | +11+0.1% | Added |
| Spreng Capital Management, Inc. | 12,477 | $794.2K | 0.41% | −200−1.6% | Reduced |
| Marietta Investment Partners LLC | 12,482 | $794.5K | 0.17% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 12,486 | $794.7K | 0.43% | +20+0.2% | Added |
| Virtue Capital Management, LLC | 12,199 | $795.3K | 0.14% | −272−2.2% | Reduced |
| Bellecapital International Ltd. | 12,500 | $795.6K | 0.17% | −125,911−91.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 12,500 | $795.6K | 0.68% | −410−3.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,528 | $797.0K | 0.32% | +582+4.9% | Added |
| Savoie Capital LLC | 12,523 | $797.1K | 0.10% | 00.0% | Unchanged |
| First Hawaiian Bank | 12,533 | $797.7K | 0.03% | −747−5.6% | Reduced |
| LM Advisors LLC | 12,556 | $799.0K | 0.00% | −5,225−29.4% | Reduced |
| Patriot Investment Management Inc. | 12,562 | $799.6K | 0.06% | +710+6.0% | Added |
| Hunter Associates Investment Management LLC | 12,633 | $800.0K | 0.13% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 12,629 | $803.8K | 0.66% | −250−1.9% | Reduced |
| AdvisorNet Financial, Inc | 12,667 | $806.2K | 0.07% | +338+2.7% | Added |
| West Family Investments, Inc. | 12,677 | $806.9K | 0.24% | +102+0.8% | Added |
| Delta Financial Advisors LLC | 12,689 | $807.7K | 0.31% | +35+0.3% | Added |
| Diversified, LLC | 12,694 | $808.0K | 0.09% | +2,334+22.5% | Added |
| SevenBridge Financial Group, LLC | 11,883 | $808.6K | 0.18% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 12,852 | $809.1K | 0.17% | +250+2.0% | Added |
| Camden Capital, LLC | 12,713 | $809.2K | 0.06% | −467−3.5% | Reduced |
| Fortem Financial Group, LLC | 12,723 | $809.8K | 0.35% | −442−3.4% | Reduced |
| PFG Advisors | 12,755 | $811.9K | 0.05% | +567+4.7% | Added |
| First Dallas Securities Inc. | 12,788 | $814.0K | 0.36% | −545−4.1% | Reduced |
| Letson Investment Management, Inc. | 12,793 | $814.3K | 0.36% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 12,837 | $817.1K | 0.47% | +10,397+426.1% | Added |
| Great Lakes Advisors, LLC | 12,853 | $818.1K | 0.01% | −1,023−7.4% | Reduced |
| Pioneer Trust Bank N A | 12,880 | $819.8K | 0.22% | −320−2.4% | Reduced |
| IVC Wealth Advisors LLC | 12,894 | $820.7K | 0.46% | +251+2.0% | Added |
| Accurate Wealth Management, LLC | 12,959 | $821.7K | 0.20% | +288+2.3% | Added |
| Montchanin Asset Management, LLC | 12,923 | $823.0K | 0.78% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 12,955 | $824.6K | 0.36% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 12,959 | $824.8K | 0.12% | −182−1.4% | Reduced |
| Monetary Management Group Inc | 12,975 | $825.9K | 0.22% | −332−2.5% | Reduced |
| Robbins Farley LLC | 12,979 | $826.1K | 0.44% | +85+0.7% | Added |
| SkyOak Wealth, LLC | 12,986 | $826.6K | 0.19% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 13,077 | $828.0K | 0.35% | +13,077 | New |
| Guinness Atkinson Asset Management Inc | 13,028 | $829.2K | 0.41% | −226−1.7% | Reduced |
| Lifeworks Advisors, LLC | 13,033 | $829.6K | 0.23% | −1,425−9.9% | Reduced |
| Relative Value Partners Group, LLC | 13,041 | $830.1K | 0.11% | −51,659−79.8% | Reduced |
| Lake Street Financial LLC | 13,041 | $830.1K | 0.11% | −972−6.9% | Reduced |
| Old Port Advisors | 13,047 | $830.4K | 0.25% | −2,124−14.0% | Reduced |
| Aspiriant, LLC | 13,052 | $830.8K | 0.03% | −1,607−11.0% | Reduced |
| NFC Investments, LLC | 13,064 | $831.0K | 0.24% | −100−0.8% | Reduced |
| Eagle Strategies LLC | 13,070 | $831.9K | 0.16% | +7,434+131.9% | Added |
| Lester Murray Antman dba SimplyRich | 13,079 | $832.0K | 0.26% | +177+1.4% | Added |
| 49 Wealth Management, LLC | 13,156 | $832.5K | 0.16% | +533+4.2% | Added |
| Chemistry Wealth Management LLC | 13,134 | $836.0K | 0.22% | −2,416−15.5% | Reduced |
| Angeles Wealth Management, LLC | 13,159 | $837.6K | 0.08% | +2,010+18.0% | Added |
| Charter Research & Investment Group, Inc. | 13,174 | $838.5K | 0.66% | −908−6.4% | Reduced |
| First National Bank & Trust Co of Newtown | 13,198 | $840.0K | 0.17% | +400+3.1% | Added |
| Searle & Co. | 13,204 | $840.4K | 0.20% | +487+3.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,108 | $840.7K | 0.44% | −458−3.4% | Reduced |
| Advocate Group LLC | 13,214 | $841.1K | 0.17% | −179−1.3% | Reduced |
| Retirement Guys Formula LLC | 13,242 | $842.9K | 0.40% | +630+5.0% | Added |
| Hodges Capital Management Inc. | 13,250 | $843.4K | 0.06% | −395−2.9% | Reduced |
| JB Capital LLC | 13,262 | $844.1K | 0.05% | +292+2.3% | Added |
| Wealth Alliance | 13,276 | $845.0K | 0.11% | −333−2.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 13,280 | $845.3K | 0.58% | −7,008−34.5% | Reduced |
| ACT Advisors, LLC. | 13,284 | $845.5K | 0.44% | +365+2.8% | Added |
| Central Bank & Trust Co | 13,289 | $845.8K | 0.12% | +210+1.6% | Added |
| Wiser Advisor Group LLC | 13,404 | $853.1K | 1.34% | −311−2.3% | Reduced |
| Permanent Capital Management, LP | 11,973 | $853.2K | 0.18% | +11,973 | New |
| Bond & Devick Financial Network, Inc. | 13,415 | $853.9K | 0.46% | +175+1.3% | Added |
| Atlantic Trust, LLC | 13,425 | $854.5K | 0.21% | −573−4.1% | Reduced |
| Peoples Bank | 13,435 | $855.1K | 0.67% | −240−1.8% | Reduced |
| LifeSteps Financial, Inc. | 13,444 | $855.7K | 0.71% | 00.0% | Unchanged |
| Allstate Corp | 13,473 | $857.6K | 0.07% | +260+2.0% | Added |
| BEAM Asset Management, LLC | 13,491 | $858.7K | 0.29% | +6,179+84.5% | Added |
| KG&L Capital Management,LLC | 13,517 | $860.4K | 0.30% | −886−6.2% | Reduced |
| MN Wealth Advisors, LLC | 13,523 | $860.8K | 0.50% | +301+2.3% | Added |
| Newman Dignan & Sheerar, Inc. | 13,548 | $862.3K | 0.22% | −48−0.4% | Reduced |
| Mainsail Financial Group, LLC | 13,554 | $862.7K | 0.51% | +959+7.6% | Added |
| Motiv8 Investments LLC | 13,567 | $863.5K | 0.64% | +615+4.7% | Added |
| Ballast, Inc. | 13,580 | $864.4K | 0.27% | +20.0% | Added |
| Guardian Wealth Advisors, LLC | 13,597 | $865.4K | 0.10% | −323−2.3% | Reduced |
| Intellectus Partners, LLC | 13,503 | $866.0K | 0.24% | +1,302+10.7% | Added |
| EverSource Wealth Advisors, LLC | 12,992 | $867.1K | 0.06% | +573+4.6% | Added |
| L.M. Kohn & Company | 13,628 | $867.4K | 0.23% | −1,945−12.5% | Reduced |
| Cook Wealth Management Group LLC | 13,170 | $870.1K | 0.47% | +13,170 | New |
| Gratus Wealth Advisors, LLC | 13,366 | $872.7K | 0.15% | +914+7.3% | Added |
| Cypress Point Wealth Management, LLC | 13,731 | $874.0K | 0.41% | +223+1.7% | Added |
| iA Global Asset Management Inc. | 13,752 | $875.0K | 0.02% | −28,899−67.8% | Reduced |
| Cidel Asset Management Inc | 13,748 | $875.1K | 0.07% | +504+3.8% | Added |
| Northwest Bank & Trust Co | 13,774 | $876.7K | 0.73% | −638−4.4% | Reduced |
| CoreFirst Bank & Trust | 13,782 | $877.2K | 0.59% | −1,015−6.9% | Reduced |
| Evernest Financial Advisors, LLC | 13,790 | $877.7K | 0.39% | +596+4.5% | Added |
| Carret Asset Management, LLC | 13,804 | $878.6K | 0.10% | −194−1.4% | Reduced |
| Gilbert & Cook, Inc. | 13,820 | $879.7K | 0.13% | −1,891−12.0% | Reduced |
| CRA Financial Services, LLC | 13,821 | $879.7K | 0.18% | −126−0.9% | Reduced |
| Alpha Omega Wealth Management LLC | 13,853 | $881.8K | 0.17% | −16−0.1% | Reduced |
| Childress Capital Advisors, LLC | 13,874 | $883.1K | 0.25% | +1,244+9.8% | Added |