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 |
|---|---|---|---|---|---|
| Core Alternative Capital | 18,609 | $1.18M | 0.24% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 18,624 | $1.19M | 0.14% | +1,275+7.3% | Added |
| Fullerton Fund Management Co Ltd. | 18,663 | $1.19M | 0.05% | +1,843+11.0% | Added |
| Everpar Advisors LLC | 18,677 | $1.19M | 0.60% | +2,943+18.7% | Added |
| Northern Financial Advisors Inc | 18,711 | $1.19M | 0.96% | −1,529−7.6% | Reduced |
| Hedeker Wealth, LLC | 18,716 | $1.19M | 0.35% | −2,310−11.0% | Reduced |
| Biltmore Family Office, LLC | 18,575 | $1.19M | 0.22% | +2,240+13.7% | Added |
| New Hampshire Trust | 18,781 | $1.20M | 0.27% | −178−0.9% | Reduced |
| Providence First Trust Co | 18,795 | $1.20M | 0.54% | −150−0.8% | Reduced |
| Financial Advisory Service, Inc. | 18,810 | $1.20M | 0.10% | −152−0.8% | Reduced |
| Spinnaker Trust | 18,864 | $1.20M | 0.08% | +496+2.7% | Added |
| Corundum Group, Inc. | 18,940 | $1.21M | 0.47% | +8,658+84.2% | Added |
| Angeles Investment Advisors, LLC | 18,913 | $1.21M | 0.06% | +543+3.0% | Added |
| Harmony Asset Management LLC | 18,984 | $1.21M | 0.51% | +2,013+11.9% | Added |
| Alerus Financial NA | 19,012 | $1.21M | 0.09% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 19,036 | $1.21M | 0.04% | +6,398+50.6% | Added |
| Leo Wealth, LLC | 19,205 | $1.22M | 0.12% | −8,667−31.1% | Reduced |
| Farmers Trust Co | 19,155 | $1.22M | 0.25% | −225−1.2% | Reduced |
| Windsor Capital Management, LLC | 19,187 | $1.22M | 0.38% | +110+0.6% | Added |
| Ascension Asset Management LLC | 19,200 | $1.22M | 0.64% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 19,200 | $1.22M | 0.64% | +1,469+8.3% | Added |
| GSB Wealth Management, LLC | 19,207 | $1.22M | 0.33% | +403+2.1% | Added |
| Bank & Trust Co | 19,223 | $1.22M | 1.04% | +19,223 | New |
| Old North State Trust, LLC | 19,224 | $1.22M | 1.06% | +396+2.1% | Added |
| Martin & Co Inc | 19,286 | $1.23M | 0.31% | −39−0.2% | Reduced |
| 1st Source Bank | 19,311 | $1.23M | 0.07% | +581+3.1% | Added |
| Shulman DeMeo Asset Management LLC | 19,331 | $1.23M | 0.32% | +49+0.3% | Added |
| Blueprint Investment Partners LLC | 19,363 | $1.23M | 0.27% | −921−4.5% | Reduced |
| Creative Financial Designs Inc | 19,432 | $1.24M | 0.11% | +77+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,501 | $1.24M | 0.18% | −272−1.4% | Reduced |
| Brady Family Wealth, LLC | 19,529 | $1.24M | 0.40% | +38+0.2% | Added |
| Capstone Investment Advisors, LLC | 19,542 | $1.24M | 0.03% | −36,493−65.1% | Reduced |
| WESPAC Advisors, LLC | 19,577 | $1.25M | 0.98% | −9,571−32.8% | Reduced |
| Sage Mountain Advisors LLC | 19,674 | $1.25M | 0.12% | +3,825+24.1% | Added |
| WCG Wealth Advisors LLC | 19,790 | $1.26M | 0.09% | −502−2.5% | Reduced |
| Autumn Glory Partners, LLC | 19,806 | $1.26M | 0.64% | −1,063−5.1% | Reduced |
| Personal Cfo Solutions, LLC | 19,880 | $1.27M | 0.19% | +677+3.5% | Added |
| Beaton Management Co. Inc. | 19,941 | $1.27M | 0.68% | −200−1.0% | Reduced |
| Blue Fin Capital, Inc. | 19,955 | $1.27M | 0.25% | −360−1.8% | Reduced |
| Core Wealth Partners LLC | 20,044 | $1.28M | 0.87% | +6,349+46.4% | Added |
| Strategic Advisors LLC | 20,053 | $1.28M | 0.25% | +13+0.1% | Added |
| Smithfield Trust Co | 20,181 | $1.28M | 0.07% | +11+0.1% | Added |
| Founders Financial Alliance, LLC | 20,130 | $1.28M | 0.38% | −624−3.0% | Reduced |
| Delta Asset Management LLC | 20,176 | $1.28M | 0.12% | −675−3.2% | Reduced |
| Catalyst Financial Partners LLC | 20,205 | $1.29M | 0.28% | +1,312+6.9% | Added |
| Berkeley Capital Partners, LLC | 20,262 | $1.29M | 0.39% | +310+1.6% | Added |
| Aviso Financial Inc. | 20,392 | $1.30M | 0.07% | +20,392 | New |
| Hanover Advisors Inc | 20,438 | $1.30M | 0.58% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 20,500 | $1.30M | 0.17% | +313+1.6% | Added |
| VeraBank, N.A. | 20,589 | $1.31M | 0.41% | −149−0.7% | Reduced |
| Paradigm Financial Partners, LLC | 20,593 | $1.31M | 0.20% | −133−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,604 | $1.31M | 0.06% | −6,073−22.8% | Reduced |
| Avitas Wealth Management LLC | 20,611 | $1.31M | 0.19% | −7,156−25.8% | Reduced |
| Lederer & Associates Investment Counsel | 20,635 | $1.31M | 0.95% | 00.0% | Unchanged |
| American National Bank | 20,678 | $1.32M | 0.16% | +124+0.6% | Added |
| First Trust Investment Solutions L.P. | 20,690 | $1.32M | 0.19% | +3,325+19.1% | Added |
| Wilkinson Global Asset Management LLC | 20,700 | $1.32M | 0.08% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 20,721 | $1.32M | 0.15% | +2,636+14.6% | Added |
| Quantitative Investment Management, LLC | 20,812 | $1.32M | 0.14% | −237,918−92.0% | Reduced |
| Hudson Value Partners, LLC | 20,881 | $1.33M | 0.56% | −275−1.3% | Reduced |
| Wynn Capital, LLC | 20,962 | $1.33M | 0.99% | +498+2.4% | Added |
| Trust Point Inc. | 20,986 | $1.34M | 0.11% | −2,115−9.2% | Reduced |
| Nations Financial Group Inc, | 21,025 | $1.34M | 0.11% | −616−2.8% | Reduced |
| Heritage Financial Services, LLC | 21,026 | $1.34M | 0.19% | −60−0.3% | Reduced |
| Barr E S & Co | 21,032 | $1.34M | 0.09% | −600−2.8% | Reduced |
| WBH Advisory Inc | 21,046 | $1.34M | 0.14% | −331−1.5% | Reduced |
| Somerville Kurt F | 21,080 | $1.34M | 0.23% | −1,100−5.0% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 21,100 | $1.35M | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 21,166 | $1.35M | 0.07% | −530−2.4% | Reduced |
| Access Financial Services, Inc. | 21,214 | $1.35M | 0.61% | −5,512−20.6% | Reduced |
| Knuff & Co LLC | 21,300 | $1.36M | 0.44% | −305−1.4% | Reduced |
| Members Wealth LLC | 19,311 | $1.36M | 0.91% | +19,311 | New |
| Smith & Howard Wealth Management, LLC | 21,330 | $1.36M | 0.40% | +29+0.1% | Added |
| Sather Financial Group Inc | 21,332 | $1.36M | 0.09% | −258,800−92.4% | Reduced |
| Grimes & Company, Inc. | 21,341 | $1.36M | 0.04% | +208+1.0% | Added |
| BayBridge Capital Group, LLC | 21,361 | $1.36M | 1.06% | +498+2.4% | Added |
| Sandy Cove Advisors, LLC | 21,463 | $1.37M | 0.61% | +1,589+8.0% | Added |
| Prosperity Consulting Group, LLC | 21,492 | $1.37M | 0.19% | −1,498−6.5% | Reduced |
| Am Investment Strategies LLC | 21,504 | $1.37M | 0.34% | +99+0.5% | Added |
| NovaPoint Capital, LLC | 21,510 | $1.37M | 0.46% | −4,002−15.7% | Reduced |
| Kennedy Investment Group | 21,587 | $1.37M | 0.70% | −529−2.4% | Reduced |
| Symmetry Partners, LLC | 21,603 | $1.38M | 0.07% | −2,768−11.4% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 21,633 | $1.38M | 0.54% | +162+0.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 21,656 | $1.38M | 1.14% | +128+0.6% | Added |
| Broderick Brian C | 21,665 | $1.38M | 0.28% | −10.0% | Reduced |
| Edgewood Management LLC | 21,671 | $1.38M | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,690 | $1.38M | 0.23% | −3,650−14.4% | Reduced |
| W Advisors, LLC | 21,691 | $1.38M | 0.91% | +53+0.2% | Added |
| Rothschild Investment LLC | 21,706 | $1.38M | 0.10% | +2,342+12.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 21,720 | $1.38M | 0.56% | −205−0.9% | Reduced |
| Luts & Greenleigh Group, Inc | 21,728 | $1.38M | 1.44% | +21,728 | New |
| Peoples Financial Services Corp. | 21,809 | $1.39M | 0.63% | −2,454−10.1% | Reduced |
| Garrison Point Advisors, LLC | 21,857 | $1.39M | 0.92% | −171−0.8% | Reduced |
| Court Place Advisors, LLC | 21,892 | $1.39M | 0.44% | −1,458−6.2% | Reduced |
| CIC Wealth, LLC | 21,903 | $1.39M | 0.38% | −848−3.7% | Reduced |
| Deseret Mutual Benefit Administrators | 21,907 | $1.39M | 0.65% | +1,062+5.1% | Added |
| Chesapeake Wealth Management | 21,935 | $1.40M | 0.51% | +269+1.2% | Added |
| Summit Trail Advisors, LLC | 21,816 | $1.40M | 0.04% | +629+3.0% | Added |
| Citizens & Northern Corp | 21,987 | $1.40M | 0.44% | −884−3.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22,006 | $1.40M | 0.44% | +22,006 | New |