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 |
|---|---|---|---|---|---|
| Midland Wealth Advisors LLC | 16,106 | $1.03M | 0.06% | −1,182−6.8% | Reduced |
| Cordatus Wealth Management LLC | 16,119 | $1.03M | 0.38% | +16,119 | New |
| Legacy Capital Wealth Partners, LLC | 16,139 | $1.03M | 0.26% | +16,139 | New |
| Cahaba Wealth Management, Inc. | 16,159 | $1.03M | 0.09% | −125−0.8% | Reduced |
| Thrive Wealth Management, LLC | 16,168 | $1.03M | 0.20% | −82−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,242 | $1.03M | 0.42% | −25,308−60.9% | Reduced |
| Altfest L J & Co Inc | 16,273 | $1.04M | 0.14% | +72+0.4% | Added |
| Phoenix Holdings Ltd. | 16,254 | $1.04M | 0.02% | +8,644+113.6% | Added |
| FreeGulliver LLC | 16,371 | $1.04M | 0.71% | −2,200−11.8% | Reduced |
| Hilltop National Bank | 16,393 | $1.04M | 0.34% | +929+6.0% | Added |
| L2 Asset Management, LLC | 16,394 | $1.04M | 0.31% | +1,328+8.8% | Added |
| Mogy Joel R Investment Counsel Inc | 16,500 | $1.05M | 0.07% | −330−2.0% | Reduced |
| Cornerstone National Bank & Trust Co | 16,554 | $1.05M | 0.52% | +560+3.5% | Added |
| Mainstay Capital Management LLC | 16,577 | $1.06M | 0.19% | +11+0.1% | Added |
| Heritage Wealth Advisors | 16,581 | $1.06M | 0.05% | −1,963−10.6% | Reduced |
| Security National Bank of Sioux City Iowa | 16,593 | $1.06M | 0.76% | −113−0.7% | Reduced |
| Centiva Capital, LP | 16,607 | $1.06M | 0.05% | −16,307−49.5% | Reduced |
| Gryphon Financial Partners LLC | 16,614 | $1.06M | 0.16% | +628+3.9% | Added |
| Ambassador Advisors, LLC | 16,630 | $1.06M | 0.19% | +695+4.4% | Added |
| Hexagon Capital Partners LLC | 16,657 | $1.06M | 0.23% | +1,773+11.9% | Added |
| Beacon Financial Advisory LLC | 16,659 | $1.06M | 0.40% | +7,740+86.8% | Added |
| Romano Brothers and Company | 16,662 | $1.06M | 0.15% | −220−1.3% | Reduced |
| Longfellow Investment Management Co LLC | 16,669 | $1.06M | 0.27% | +128+0.8% | Added |
| Emerald Advisors, LLC | 16,676 | $1.06M | 0.16% | +454+2.8% | Added |
| Jackson Square Capital, LLC | 16,683 | $1.06M | 0.26% | +13,008+354.0% | Added |
| Kowal Investment Group, LLC | 16,703 | $1.06M | 0.21% | +302+1.8% | Added |
| Harbor Investment Advisory, LLC | 16,710 | $1.06M | 0.11% | −746−4.3% | Reduced |
| Bray Capital Advisors | 16,767 | $1.07M | 0.27% | 00.0% | Unchanged |
| Kings Path Partners LLC | 16,774 | $1.07M | 0.50% | +16,774 | New |
| Hussman Strategic Advisors, Inc. | 16,800 | $1.07M | 0.29% | −14,700−46.7% | Reduced |
| Buffington Mohr McNeal | 16,830 | $1.07M | 0.19% | −292−1.7% | Reduced |
| MidWestOne Financial Group, Inc. | 16,835 | $1.07M | 0.19% | −218−1.3% | Reduced |
| America First Investment Advisors, LLC | 16,848 | $1.07M | 0.26% | 00.0% | Unchanged |
| Little House Capital LLC | 16,880 | $1.07M | 0.34% | −410−2.4% | Reduced |
| Icon Wealth Advisors, LLC | 16,123 | $1.08M | 0.10% | +4,438+38.0% | Added |
| Allen Wealth Management, LLC | 16,931 | $1.08M | 0.96% | −483−2.8% | Reduced |
| WealthShield Partners, LLC | 16,804 | $1.08M | 0.16% | +644+4.0% | Added |
| Capstone Financial Advisors, Inc. | 16,968 | $1.08M | 0.07% | +20+0.1% | Added |
| Successful Portfolios LLC | 16,976 | $1.08M | 0.75% | −1,331−7.3% | Reduced |
| Doliver Advisors, LP | 16,985 | $1.08M | 0.30% | −2,699−13.7% | Reduced |
| Blume Capital Management, Inc. | 17,000 | $1.08M | 0.26% | −200−1.2% | Reduced |
| Wealth Quarterback LLC | 17,008 | $1.08M | 0.61% | +77+0.5% | Added |
| Founders Capital Management | 17,020 | $1.08M | 0.70% | +442+2.7% | Added |
| Ballast Advisors LLC | 17,037 | $1.08M | 0.34% | +18+0.1% | Added |
| Missouri Trust & Investment Co | 17,040 | $1.08M | 0.41% | −2,301−11.9% | Reduced |
| Ledyard National Bank | 17,055 | $1.09M | 0.11% | +191+1.1% | Added |
| CNB Bank | 17,073 | $1.09M | 0.52% | −1,356−7.4% | Reduced |
| Wellington Shields & Co., LLC | 17,075 | $1.09M | 0.35% | +200+1.2% | Added |
| Formidable Asset Management, LLC | 17,097 | $1.09M | 0.18% | +1,416+9.0% | Added |
| Royal Capital Wealth Management, LLC | 17,147 | $1.09M | 0.82% | +10+0.1% | Added |
| Zega Financial, LLC | 17,158 | $1.09M | 0.39% | +17,158 | New |
| Culbertson A N & Co Inc | 17,199 | $1.09M | 0.19% | +1,090+6.8% | Added |
| RF&L Wealth Management, LLC | 17,200 | $1.09M | 0.83% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 17,211 | $1.10M | 0.26% | +2,385+16.1% | Added |
| Appleton Partners Inc | 17,212 | $1.10M | 0.08% | −666−3.7% | Reduced |
| Monument Capital Management | 17,233 | $1.10M | 0.32% | +2,210+14.7% | Added |
| Exchange Capital Management, Inc. | 17,259 | $1.10M | 0.18% | −146−0.8% | Reduced |
| Emfo, LLC | 17,286 | $1.10M | 0.98% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 17,320 | $1.10M | 0.43% | +1,624+10.3% | Added |
| Beck Mack & Oliver LLC | 17,341 | $1.10M | 0.02% | −1,383−7.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,409 | $1.11M | 0.42% | +443+2.6% | Added |
| Mayfair Advisory Group, LLC | 17,430 | $1.11M | 0.75% | −195−1.1% | Reduced |
| Everhart Financial Group, Inc. | 17,446 | $1.11M | 0.29% | +3,172+22.2% | Added |
| Marathon Capital Management | 17,520 | $1.12M | 0.28% | −750−4.1% | Reduced |
| Davidson Trust Co | 17,529 | $1.12M | 0.77% | −5,204−22.9% | Reduced |
| City State Bank | 17,555 | $1.12M | 0.46% | −733−4.0% | Reduced |
| Joel Isaacson & Co., LLC | 17,566 | $1.12M | 0.06% | −3,510−16.7% | Reduced |
| G&S Capital LLC | 17,656 | $1.12M | 0.49% | −1,083−5.8% | Reduced |
| WealthPLAN Partners, LLC | 17,649 | $1.12M | 0.12% | +382+2.2% | Added |
| Voya Financial Advisors, Inc. | 17,620 | $1.13M | 0.13% | +544+3.2% | Added |
| Coco Enterprises, LLC | 18,717 | $1.13M | 0.77% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 17,773 | $1.13M | 0.76% | +40.0% | Added |
| Marcum Wealth, LLC | 17,787 | $1.13M | 0.11% | −2,068−10.4% | Reduced |
| Castlekeep Investment Advisors LLC | 17,808 | $1.13M | 0.87% | −53−0.3% | Reduced |
| HAP Trading, LLC | 17,839 | $1.14M | 0.50% | +17,839 | New |
| NFP Retirement, Inc. | 17,860 | $1.14M | 0.10% | +32+0.2% | Added |
| Essex Savings Bank | 17,883 | $1.14M | 0.31% | −1,493−7.7% | Reduced |
| Provident Investment Management, Inc. | 17,900 | $1.14M | 0.10% | −300−1.6% | Reduced |
| Means Investment Co., Inc. | 17,910 | $1.14M | 0.14% | −2,198−10.9% | Reduced |
| Aire Advisors, LLC | 17,925 | $1.14M | 0.26% | +60.0% | Added |
| Legacy Wealth Asset Management, LLC | 17,931 | $1.14M | 0.32% | +4,872+37.3% | Added |
| Next Capital Management LLC | 17,936 | $1.14M | 0.48% | −161−0.9% | Reduced |
| Private Capital Advisors, Inc. | 18,000 | $1.15M | 0.13% | −10−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 18,059 | $1.15M | 0.09% | +3,836+27.0% | Added |
| Meridian Financial Partners LLC | 17,680 | $1.15M | 0.69% | +17,680 | New |
| Mitchell Sinkler & Starr | 18,024 | $1.16M | 0.30% | +1,469+8.9% | Added |
| Waterfront Wealth Inc. | 18,292 | $1.16M | 0.32% | +353+2.0% | Added |
| Philadelphia Trust Co | 18,302 | $1.17M | 0.09% | −230−1.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 18,319 | $1.17M | 0.26% | +5,268+40.4% | Added |
| Sugarloaf Wealth Management, LLC | 18,322 | $1.17M | 0.24% | +810+4.6% | Added |
| Sendero Wealth Management, LLC | 18,339 | $1.17M | 0.20% | −218−1.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 18,345 | $1.17M | 0.38% | −44−0.2% | Reduced |
| Oxler Private Wealth LLC | 18,372 | $1.17M | 0.43% | +123+0.7% | Added |
| Arden Trust Co | 18,417 | $1.17M | 0.16% | −80−0.4% | Reduced |
| Zullo Investment Group, Inc. | 18,418 | $1.17M | 0.51% | −150−0.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 18,496 | $1.18M | 0.20% | +2,340+14.5% | Added |
| Salomon & Ludwin, LLC | 18,504 | $1.18M | 0.13% | −8,789−32.2% | Reduced |
| O'Rourke & Company, Inc | 18,509 | $1.18M | 0.66% | −34−0.2% | Reduced |
| Cito Capital Group, LLC | 18,360 | $1.18M | 0.46% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 18,595 | $1.18M | 0.17% | +121+0.7% | Added |