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 |
|---|---|---|---|---|---|
| Clear Creek Financial Management, LLC | 13,892 | $884.2K | 0.11% | +1,634+13.3% | Added |
| Weinberger Asset Management, Inc | 13,901 | $884.8K | 0.42% | +1,573+12.8% | Added |
| Blue Edge Capital, LLC | 13,939 | $887.2K | 0.15% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 13,944 | $887.6K | 0.13% | +105+0.8% | Added |
| Pictet & Cie (Europe) SA | 13,950 | $887.9K | 0.02% | −19,300−58.0% | Reduced |
| First Financial Corp | 13,988 | $890.3K | 0.45% | −323−2.3% | Reduced |
| Morse Asset Management, Inc | 14,000 | $891.0K | 0.22% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 14,029 | $891.0K | 0.46% | +8,151+138.7% | Added |
| Aristotle Atlantic Partners, LLC | 14,000 | $891.1K | 0.03% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 14,005 | $891.4K | 0.10% | −171−1.2% | Reduced |
| Headinvest, LLC | 14,031 | $893.1K | 0.18% | −31−0.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 13,929 | $893.3K | 0.17% | −118−0.8% | Reduced |
| Talisman Wealth Advisors LLC | 14,044 | $893.9K | 1.03% | +30.0% | Added |
| Aries Wealth Management | 14,047 | $894.1K | 0.28% | −19−0.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 14,052 | $894.4K | 0.39% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 14,069 | $895.5K | 0.30% | −1,022−6.8% | Reduced |
| Advisory Alpha, LLC | 14,101 | $897.5K | 0.04% | +804+6.0% | Added |
| YHB Investment Advisors, Inc. | 14,176 | $902.3K | 0.08% | +247+1.8% | Added |
| Wrapmanager Inc | 14,175 | $902.3K | 0.25% | +1,030+7.8% | Added |
| Robertson Stephens Wealth Management, LLC | 14,073 | $902.5K | 0.05% | +3,237+29.9% | Added |
| Stone Point Wealth LLC | 14,264 | $907.9K | 0.33% | −120−0.8% | Reduced |
| Tradewinds, LLC. | 14,276 | $908.7K | 0.28% | +14,276 | New |
| Allegheny Financial Group LTD | 14,292 | $909.7K | 0.26% | +421+3.0% | Added |
| LCNB Corp | 14,293 | $909.7K | 0.34% | −325−2.2% | Reduced |
| Red Cedar Investment Management, LLC | 14,322 | $911.6K | 0.12% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 13,607 | $912.3K | 0.10% | −10−0.1% | Reduced |
| Cooper Financial Group | 14,335 | $912.4K | 0.13% | +2,864+25.0% | Added |
| JNBA Financial Advisors | 14,337 | $912.6K | 0.10% | −415−2.8% | Reduced |
| DRW Securities, LLC | 14,336 | $912.6K | 0.06% | −1,795−11.1% | Reduced |
| Hilltop Partners LLC | 14,343 | $912.9K | 0.34% | +73+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,386 | $915.7K | 0.13% | +102+0.7% | Added |
| Legacy Private Trust Co. | 14,415 | $917.5K | 0.07% | −260−1.8% | Reduced |
| Invictus Private Wealth, LLC | 14,423 | $918.0K | 0.08% | −492−3.3% | Reduced |
| Opal Wealth Advisors, LLC | 14,435 | $918.8K | 0.30% | +1,122+8.4% | Added |
| Transamerica Financial Advisors, Inc. | 14,458 | $921.0K | 0.10% | 00.0% | Unchanged |
| Estabrook Capital Management | 14,538 | $925.3K | 0.14% | 00.0% | Unchanged |
| Saybrook Capital | 14,565 | $927.0K | 0.26% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 14,576 | $927.7K | 0.88% | +113+0.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 14,580 | $928.0K | 0.01% | −1,000−6.4% | Reduced |
| GTS Securities LLC | 14,644 | $932.1K | 0.02% | −8,020−35.4% | Reduced |
| Glen Eagle Advisors, LLC | 14,647 | $932.3K | 0.17% | +204+1.4% | Added |
| Oak Hill Wealth Advisors, LLC | 14,747 | $938.7K | 0.28% | +14,747 | New |
| Westmount Partners, LLC | 14,861 | $940.4K | 0.31% | +230+1.6% | Added |
| Magnetar Financial LLC | 14,787 | $941.2K | 0.02% | −3,088−17.3% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,804 | $942.3K | 0.50% | −20−0.1% | Reduced |
| Balentine LLC | 14,808 | $942.6K | 0.04% | −101,112−87.2% | Reduced |
| Investment Partners, Ltd. | 14,850 | $945.2K | 0.42% | −400−2.6% | Reduced |
| Lummis Asset Management, LP | 14,855 | $945.5K | 1.25% | +167+1.1% | Added |
| Pinnacle Bancorp, Inc. | 14,866 | $946.2K | 0.28% | 00.0% | Unchanged |
| Paloma Partners Management Co | 14,872 | $946.6K | 0.08% | +14,243+2,264.4% | Added |
| Sterling Investment Advisors, Ltd. | 14,893 | $947.9K | 0.26% | −254−1.7% | Reduced |
| Peak Asset Management, LLC | 14,907 | $948.8K | 0.19% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 14,920 | $949.6K | 0.49% | +1,921+14.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 16,116 | $949.7K | 0.20% | +16+0.1% | Added |
| Bridgewater Advisors Inc. | 14,387 | $950.6K | 0.12% | +14,387 | New |
| Keynote Financial Services LLC | 14,948 | $951.4K | 0.80% | −1,100−6.9% | Reduced |
| Lathrop Investment Management Corp | 14,978 | $953.0K | 0.19% | −824−5.2% | Reduced |
| Simon Quick Advisors, LLC | 14,984 | $953.7K | 0.07% | −1,725−10.3% | Reduced |
| Gleason Group, Inc. | 14,991 | $954.2K | 0.19% | +172+1.2% | Added |
| Prossimo Advisors, LLC | 14,999 | $955.0K | 0.86% | +14,999 | New |
| Barlow Wealth Partners, Inc. | 14,528 | $956.1K | 0.13% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 15,023 | $956.2K | 0.04% | −256−1.7% | Reduced |
| Cullen Investment Group, Ltd. | 15,104 | $961.3K | 0.15% | −1,643−9.8% | Reduced |
| Prudent Man Advisors, LLC | 14,022 | $964.4K | 0.34% | +562+4.2% | Added |
| Chapin Davis, Inc. | 15,159 | $964.9K | 0.33% | +933+6.6% | Added |
| Continuum Advisory, LLC | 15,197 | $967.3K | 0.14% | −132−0.9% | Reduced |
| William B. Walkup & Associates, Inc. | 15,201 | $967.5K | 0.63% | +15,201 | New |
| Premier Fund Managers Ltd | 15,146 | $968.0K | 0.04% | +15,146 | New |
| Magnus Financial Group LLC | 15,249 | $970.6K | 0.11% | +241+1.6% | Added |
| Midwest Financial Group LLC | 15,251 | $971.0K | 0.62% | −641−4.0% | Reduced |
| Stableford Capital II LLC | 14,958 | $975.4K | 0.38% | −624−4.0% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 15,370 | $978.0K | 0.82% | −5,150−25.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 15,372 | $978.4K | 0.25% | −1,783−10.4% | Reduced |
| Hendley & Co Inc | 15,426 | $982.0K | 0.35% | −1,000−6.1% | Reduced |
| Wintrust Investments LLC | 15,483 | $985.0K | 0.08% | +231+1.5% | Added |
| Foster Victor Wealth Advisors, LLC | 15,345 | $986.2K | 0.08% | +1,247+8.8% | Added |
| Accent Capital Management, LLC | 15,496 | $986.3K | 0.61% | +15,496 | New |
| MCF Advisors LLC | 15,412 | $986.6K | 0.07% | +509+3.4% | Added |
| MV Capital Management, Inc. | 15,530 | $988.5K | 0.11% | +72+0.5% | Added |
| Powers Advisory Group, LLC | 15,576 | $991.4K | 0.54% | +579+3.9% | Added |
| Davis R M Inc | 15,610 | $993.6K | 0.02% | −4,268−21.5% | Reduced |
| Signature Wealth Management Group | 15,631 | $994.9K | 0.44% | +102+0.7% | Added |
| Seven Eight Capital, LP | 15,631 | $994.9K | 0.10% | +15,631 | New |
| Kingfisher Capital LLC | 15,641 | $996.0K | 0.23% | +22+0.1% | Added |
| EagleClaw Capital Managment, LLC | 15,654 | $996.4K | 0.18% | −25−0.2% | Reduced |
| Renasant Bank | 15,749 | $1.00M | 0.69% | −1,396−8.1% | Reduced |
| American Trust | 15,802 | $1.01M | 0.08% | +2,119+15.5% | Added |
| First Command Advisory Services, Inc. | 15,807 | $1.01M | 0.01% | −245−1.5% | Reduced |
| GM Advisory Group, Inc. | 15,826 | $1.01M | 0.06% | −857−5.1% | Reduced |
| Oxford Financial Group Ltd | 15,873 | $1.01M | 0.07% | +1,194+8.1% | Added |
| Eagle Ridge Investment Management | 15,908 | $1.01M | 0.09% | −400−2.5% | Reduced |
| St. Louis Trust Co | 15,962 | $1.02M | 0.16% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 15,962 | $1.02M | 0.08% | −333−2.0% | Reduced |
| Benjamin Edwards Inc | 15,983 | $1.02M | 0.20% | +2,901+22.2% | Added |
| Xcel Wealth Management, LLC | 16,011 | $1.02M | 0.32% | −4,367−21.4% | Reduced |
| CFO4Life Group, LLC | 16,024 | $1.02M | 0.19% | +523+3.4% | Added |
| Clear Harbor Asset Management, LLC | 16,074 | $1.02M | 0.09% | 00.0% | Unchanged |
| Greenfield Savings Bank | 16,074 | $1.02M | 0.53% | +2,527+18.7% | Added |
| Calamos Wealth Management LLC | 16,085 | $1.02M | 0.05% | −3,032−15.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 16,103 | $1.02M | 0.02% | −1,698−9.5% | Reduced |