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 |
|---|---|---|---|---|---|
| Old Point Trust & Financial Services N A | 25,433 | $1.62M | 0.63% | +17+0.1% | Added |
| Stiles Financial Services Inc | 25,470 | $1.62M | 0.62% | −658−2.5% | Reduced |
| AIMZ Investment Advisors, LLC | 25,574 | $1.63M | 0.58% | +50.0% | Added |
| Mirabella Financial Services LLP | 25,600 | $1.63M | 0.12% | −10,140−28.4% | Reduced |
| Karpas Strategies, LLC | 25,650 | $1.63M | 0.51% | +20.0% | Added |
| Wealth Group, Ltd. | 25,675 | $1.63M | 1.17% | −246−0.9% | Reduced |
| TCM Advisors, LLC | – | $1.64M | 1.44% | – | – |
| BBR Partners, LLC | 25,774 | $1.64M | 0.13% | +6,587+34.3% | Added |
| Pettyjohn, Wood & White, Inc | 25,778 | $1.64M | 0.32% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 25,813 | $1.64M | 0.14% | −1,165−4.3% | Reduced |
| Eagle Global Advisors LLC | 25,843 | $1.64M | 0.09% | −1,800−6.5% | Reduced |
| BluePath Capital Management, LLC | 26,028 | $1.66M | 1.18% | +8,395+47.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 26,083 | $1.66M | 0.38% | −1,418−5.2% | Reduced |
| Tevis Investment Management | 26,086 | $1.66M | 1.33% | +14+0.1% | Added |
| Wolff Wiese Magana LLC | 26,163 | $1.67M | 1.32% | −570−2.1% | Reduced |
| Engineers Gate Manager LP | 26,166 | $1.67M | 0.04% | +1,731+7.1% | Added |
| Carson Advisory Inc. | 26,204 | $1.67M | 1.17% | +1,321+5.3% | Added |
| Diversify Wealth Management, LLC | 24,499 | $1.67M | 0.21% | +24,499 | New |
| Linscomb & Williams, Inc. | 26,241 | $1.67M | 0.09% | +695+2.7% | Added |
| Sunflower Bank, N.A. | 26,295 | $1.67M | 0.40% | −236−0.9% | Reduced |
| Lindbrook Capital, LLC | 26,363 | $1.68M | 0.16% | +1,101+4.4% | Added |
| Modern Wealth Management, LLC | 26,385 | $1.68M | 0.12% | +10,719+68.4% | Added |
| LMG Wealth Partners, LLC | 26,389 | $1.68M | 0.42% | −6,051−18.7% | Reduced |
| Accretive Wealth Partners, LLC | 26,396 | $1.68M | 0.70% | +388+1.5% | Added |
| Clarius Group, LLC | 26,495 | $1.69M | 0.12% | −373−1.4% | Reduced |
| Ignite Planners, LLC | 26,524 | $1.69M | 0.41% | +46+0.2% | Added |
| Silver Lake Advisory, LLC | 26,585 | $1.69M | 0.76% | +195+0.7% | Added |
| Naples Global Advisors, LLC | 26,403 | $1.69M | 0.17% | +250+1.0% | Added |
| Secure Asset Management, LLC | 26,597 | $1.69M | 0.32% | −751−2.7% | Reduced |
| Curbstone Financial Management Corp | 26,618 | $1.69M | 0.37% | −200−0.7% | Reduced |
| Belpointe Asset Management LLC | 26,643 | $1.70M | 0.12% | +1,051+4.1% | Added |
| Walker Financial Services, Inc. | 26,681 | $1.70M | 1.33% | +2,036+8.3% | Added |
| AlphaStar Capital Management, LLC | 26,689 | $1.70M | 0.16% | +95+0.4% | Added |
| Keel Point, LLC | 24,831 | $1.70M | 0.15% | +6,649+36.6% | Added |
| Hall Capital Management Co Inc | 26,731 | $1.70M | 0.81% | −133−0.5% | Reduced |
| Lee Financial Co | 26,693 | $1.70M | 0.28% | +2,764+11.6% | Added |
| TFG Advisers LLC | 26,777 | $1.70M | 0.66% | +282+1.1% | Added |
| Beaumont Financial Advisors, LLC | 26,789 | $1.71M | 0.14% | −3,081−10.3% | Reduced |
| Focus Financial Network, Inc. | 26,191 | $1.71M | 0.07% | +1,164+4.7% | Added |
| Boltwood Capital Management | 26,841 | $1.71M | 0.53% | −1,550−5.5% | Reduced |
| Intrust Bank NA | 26,881 | $1.71M | 0.18% | −1,048−3.8% | Reduced |
| Coastal Bridge Advisors, LLC | 26,893 | $1.71M | 0.43% | +80+0.3% | Added |
| SageView Advisory Group, LLC | 26,895 | $1.71M | 0.08% | −2,011−7.0% | Reduced |
| Navellier & Associates Inc | 26,927 | $1.71M | 0.20% | −214−0.8% | Reduced |
| Finer Wealth Management, Inc. | 27,025 | $1.72M | 1.11% | +16,924+167.5% | Added |
| Hudock, Inc. | 27,032 | $1.72M | 0.32% | −662−2.4% | Reduced |
| LVW Advisors, LLC | 27,080 | $1.72M | 0.25% | +2,445+9.9% | Added |
| Eclectic Associates Inc | 27,094 | $1.72M | 0.77% | +416+1.6% | Added |
| M. Kulyk & Associates, LLC | 27,133 | $1.73M | 0.40% | −400−1.5% | Reduced |
| Wealth Advisory Solutions, LLC | 27,136 | $1.73M | 0.47% | −223−0.8% | Reduced |
| Widmann Financial Services, Inc. | 27,166 | $1.73M | 1.41% | −173−0.6% | Reduced |
| Financial Advocates Investment Management | 27,186 | $1.73M | 0.11% | −4,897−15.3% | Reduced |
| Cohen Investment Advisors LLC | 31,388 | $1.76M | 1.41% | −2,854−8.3% | Reduced |
| Vise Technologies, Inc. | 27,692 | $1.76M | 0.31% | +6,280+29.3% | Added |
| First Bank & Trust | 27,718 | $1.76M | 0.36% | −266−1.0% | Reduced |
| Davis Capital Management | 27,916 | $1.77M | 1.53% | +377+1.4% | Added |
| Aull & Monroe Investment Management Corp | 27,829 | $1.77M | 0.87% | +300+1.1% | Added |
| Winch Advisory Services, LLC | 27,838 | $1.77M | 0.51% | +1,270+4.8% | Added |
| Providence Wealth Advisors, LLC | 27,926 | $1.77M | 1.41% | +396+1.4% | Added |
| Lake Street Advisors Group, LLC | 27,765 | $1.78M | 0.09% | +1,404+5.3% | Added |
| Vestmark Advisory Solutions, Inc. | 28,085 | $1.79M | 0.07% | +11,175+66.1% | Added |
| Exeter Financial, LLC | 28,085 | $1.79M | 0.85% | +486+1.8% | Added |
| Moore Capital Management, LP | 28,407 | $1.81M | 0.04% | +28,407 | New |
| Empire Financial Management Company, LLC | 28,418 | $1.81M | 0.60% | −3,360−10.6% | Reduced |
| Perpetual Ltd | 28,438 | $1.81M | 0.02% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 29,592 | $1.81M | 0.29% | 00.0% | Unchanged |
| Avestar Capital, LLC | 28,530 | $1.82M | 0.20% | +1,685+6.3% | Added |
| Bowen Hanes & Co Inc | 28,547 | $1.82M | 0.05% | −25−0.1% | Reduced |
| LVM Capital Management Ltd | 28,569 | $1.82M | 0.21% | −1,550−5.1% | Reduced |
| Meridian Management Co | 28,571 | $1.82M | 0.50% | −18−0.1% | Reduced |
| North Star Asset Management Inc | 28,740 | $1.83M | 0.09% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 28,760 | $1.83M | 0.21% | −1,300−4.3% | Reduced |
| D.B. Root & Company, LLC | 28,779 | $1.83M | 0.62% | −11,195−28.0% | Reduced |
| Anchor Capital Advisors LLC | 28,834 | $1.84M | 0.05% | −2,517−8.0% | Reduced |
| Mayflower Financial Advisors, LLC | 28,871 | $1.84M | 0.30% | −2,540−8.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 28,926 | $1.84M | 1.03% | −1,280−4.2% | Reduced |
| Dohj, LLC | 28,927 | $1.84M | 0.46% | +727+2.6% | Added |
| GeoWealth Management, LLC | 28,956 | $1.84M | 0.08% | +7,840+37.1% | Added |
| Keystone Financial Group | 28,990 | $1.85M | 0.66% | −89−0.3% | Reduced |
| Bell Bank | 29,063 | $1.85M | 0.16% | +2,310+8.6% | Added |
| Raleigh Capital Management Inc. | 29,118 | $1.85M | 0.79% | −1,368−4.5% | Reduced |
| Geneos Wealth Management Inc. | 29,215 | $1.86M | 0.08% | −8,011−21.5% | Reduced |
| BSW Wealth Partners | 29,310 | $1.87M | 0.31% | −1,985−6.3% | Reduced |
| Silverlake Wealth Management LLC | 29,333 | $1.87M | 0.77% | −301−1.0% | Reduced |
| StoneX Group Inc. | 29,136 | $1.87M | 0.15% | +1,245+4.5% | Added |
| Schechter Investment Advisors, LLC | 29,451 | $1.87M | 0.14% | −146−0.5% | Reduced |
| West Branch Capital LLC | 29,518 | $1.88M | 0.70% | +1,135+4.0% | Added |
| Ridgecrest Wealth Partners, LLC | 29,528 | $1.88M | 1.13% | −250−0.8% | Reduced |
| Atlas Private Wealth Advisors | 29,532 | $1.88M | 0.31% | +13,602+85.4% | Added |
| Bonness Enterprises Inc | 29,600 | $1.88M | 0.69% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 29,725 | $1.89M | 0.51% | +69+0.2% | Added |
| Norden Group LLC | 29,820 | $1.90M | 0.38% | +928+3.2% | Added |
| Lion Street Advisors, LLC | 29,925 | $1.90M | 0.71% | +30.0% | Added |
| X-Square Capital, LLC | 29,938 | $1.91M | 0.88% | +87+0.3% | Added |
| Chicago Trust Co NA | 29,958 | $1.91M | 0.39% | −1,331−4.3% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $1.91M | 0.43% | 00.0% | Unchanged |
| Papp L Roy & Associates | 30,023 | $1.91M | 0.23% | +16+0.1% | Added |
| Excalibur Management Corp | 30,052 | $1.91M | 0.78% | +105+0.4% | Added |
| Diligent Investors, LLC | 30,137 | $1.92M | 0.48% | +40.0% | Added |
| Veracity Capital LLC | 30,283 | $1.93M | 0.80% | −1,545−4.9% | Reduced |