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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 30,297 | $1.93M | 0.21% | +3,735+14.1% | Added |
| Bank Ozk | 30,322 | $1.93M | 0.84% | +1,096+3.8% | Added |
| Heritage Wealth Management, Inc. | 30,289 | $1.93M | 0.65% | +30,289 | New |
| Community Bank & Trust, Waco, Texas | 30,371 | $1.93M | 0.48% | +109+0.4% | Added |
| Gen-Wealth Partners Inc | 30,379 | $1.93M | 0.93% | +2,129+7.5% | Added |
| Cetera Trust Company, N.A | 30,386 | $1.93M | 1.21% | −2,884−8.7% | Reduced |
| Consolidated Planning Corp | 30,391 | $1.93M | 0.32% | −1,802−5.6% | Reduced |
| Buckingham Capital Management, Inc. | 30,403 | $1.94M | 0.23% | +1,458+5.0% | Added |
| Royal Fund Management, LLC | 30,549 | $1.95M | 0.26% | −2,040−6.3% | Reduced |
| Fundamentun, LLC | 30,690 | $1.95M | 0.16% | +2,150+7.5% | Added |
| Arbor Capital Management Inc | 30,883 | $1.95M | 1.82% | −1,386−4.3% | Reduced |
| Independent Financial Group, LLC | 30,722 | $1.96M | 0.08% | +2,289+8.1% | Added |
| Washington Trust Co | 30,743 | $1.96M | 0.07% | −2,122−6.5% | Reduced |
| Clare Market Investments LLC | 30,759 | $1.96M | 0.55% | −1,006−3.2% | Reduced |
| Exchange Bank | 30,968 | $1.97M | 1.68% | −546−1.7% | Reduced |
| Arrow Financial Corp | 31,096 | $1.98M | 0.19% | −60.0% | Reduced |
| Rehmann Capital Advisory Group | 31,186 | $1.99M | 0.14% | −27−0.1% | Reduced |
| Jackson Wealth Management, LLC | 31,267 | $1.99M | 0.43% | −22,504−41.9% | Reduced |
| Founders Financial Securities LLC | 31,281 | $1.99M | 0.19% | +5,005+19.0% | Added |
| Clarkston Capital Partners, LLC | 31,315 | $1.99M | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31,403 | $2.00M | 0.24% | +1,044+3.4% | Added |
| Adirondack Trust Co | 31,535 | $2.01M | 0.82% | −177−0.6% | Reduced |
| Sofos Investments, Inc. | 31,637 | $2.01M | 0.50% | −27,419−46.4% | Reduced |
| Aaron Wealth Advisors | 31,682 | $2.02M | 0.28% | −627−1.9% | Reduced |
| Armstrong Advisory Group, Inc | 31,701 | $2.02M | 0.18% | +50+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 31,727 | $2.02M | 0.19% | +2,175+7.4% | Added |
| Centaurus Financial, Inc. | 31,984 | $2.04M | 0.14% | −10,219−24.2% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 32,322 | $2.05M | 1.76% | −274−0.8% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 32,210 | $2.05M | 0.04% | +284+0.9% | Added |
| WMS Partners, LLC | 32,228 | $2.05M | 0.13% | −153−0.5% | Reduced |
| Fruth Investment Management | 32,244 | $2.05M | 0.56% | +100+0.3% | Added |
| Peddock Capital Advisors, LLC | 32,278 | $2.05M | 0.53% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 32,316 | $2.06M | 0.21% | −960−2.9% | Reduced |
| Terry L. Blaker | 32,345 | $2.06M | 0.08% | +2,509+8.4% | Added |
| Quest Partners LLC | 32,441 | $2.06M | 0.28% | −52−0.2% | Reduced |
| Kerusso Capital Management LLC | 32,451 | $2.07M | 1.50% | +32,451 | New |
| HTLF Bank | 32,526 | $2.07M | 0.24% | −697−2.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 32,529 | $2.07M | 0.12% | −601−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 33,092 | $2.07M | 0.19% | +5,139+18.4% | Added |
| Whitener Capital Management, Inc. | 32,708 | $2.08M | 0.63% | +4,953+17.8% | Added |
| Strengthening Families & Communities, LLC | 32,711 | $2.08M | 0.60% | +32,711 | New |
| McMahon Financial Advisors, LLC | 32,713 | $2.08M | 0.45% | +862+2.7% | Added |
| Massachusetts Wealth Management | 32,731 | $2.08M | 1.40% | +425+1.3% | Added |
| Avidian Wealth Solutions, LLC | 32,745 | $2.08M | 0.10% | +2,844+9.5% | Added |
| Marks Group Wealth Management, Inc | 32,763 | $2.09M | 0.22% | −220−0.7% | Reduced |
| Certified Advisory Corp | 32,965 | $2.10M | 0.26% | +173+0.5% | Added |
| Cobblestone Capital Advisors LLC | 32,992 | $2.10M | 0.13% | +59+0.2% | Added |
| Invst, LLC | 33,324 | $2.11M | 0.23% | +1,645+5.2% | Added |
| Transcend Wealth Collective, LLC | 33,232 | $2.12M | 0.15% | +221+0.7% | Added |
| Klingenstein Fields & Co LP | 33,265 | $2.12M | 0.09% | −1,000−2.9% | Reduced |
| ICW Investment Advisors LLC | 33,416 | $2.13M | 0.97% | −506−1.5% | Reduced |
| Roundview Capital LLC | 33,437 | $2.13M | 0.17% | −931−2.7% | Reduced |
| Weaver Capital Management LLC | 33,583 | $2.14M | 0.69% | +2,043+6.5% | Added |
| Flagship Harbor Advisors, LLC | 33,685 | $2.14M | 0.13% | −374−1.1% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 33,850 | $2.15M | 1.42% | −3,240−8.7% | Reduced |
| Thompson Investment Management, Inc. | 34,052 | $2.17M | 0.33% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,330 | $2.19M | 0.07% | +5,792+20.3% | Added |
| New England Research & Management, Inc. | 34,449 | $2.19M | 1.05% | −12,483−26.6% | Reduced |
| Aprio Wealth Management, LLC | 34,459 | $2.19M | 0.40% | +4,906+16.6% | Added |
| Northeast Financial Consultants Inc | 34,463 | $2.19M | 0.10% | −4,954−12.6% | Reduced |
| Schnieders Capital Management LLC | 34,470 | $2.19M | 0.44% | −100−0.3% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 34,480 | $2.19M | 3.26% | +9,913+40.4% | Added |
| BIP Wealth, LLC | 34,513 | $2.20M | 0.18% | −534−1.5% | Reduced |
| Farther Finance Advisors, LLC | 34,820 | $2.20M | 0.11% | +1,155+3.4% | Added |
| Pathway Financial Advisers, LLC | 34,875 | $2.22M | 0.79% | +416+1.2% | Added |
| PFC Capital Group, Inc. | 34,883 | $2.22M | 1.11% | +800+2.3% | Added |
| Northeast Investment Management | 34,879 | $2.22M | 0.10% | −1,180−3.3% | Reduced |
| Osborne Partners Capital Management, LLC | 34,895 | $2.22M | 0.13% | +9,050+35.0% | Added |
| Forum Financial Management, LP | 34,985 | $2.23M | 0.04% | −872−2.4% | Reduced |
| Nelson Capital Management, LLC | 34,991 | $2.23M | 0.40% | +240+0.7% | Added |
| Graypoint LLC | 35,074 | $2.23M | 0.15% | +5,722+19.5% | Added |
| Abacus Planning Group, Inc. | 35,082 | $2.23M | 0.43% | +1,916+5.8% | Added |
| Cypress Asset Management Inc | 34,225 | $2.23M | 0.58% | −5,432−13.7% | Reduced |
| Advisors Management Group Inc | 35,113 | $2.23M | 0.56% | +140+0.4% | Added |
| Northstar Group, Inc. | 35,218 | $2.24M | 0.42% | −158−0.4% | Reduced |
| Frank, Rimerman Advisors LLC | 35,727 | $2.27M | 0.16% | +35,540+19,005.3% | Added |
| TBH Global Asset Management, LLC | 35,770 | $2.28M | 0.51% | −1,288−3.5% | Reduced |
| Buckingham Strategic Partners | 35,870 | $2.28M | 0.06% | +9,528+36.2% | Added |
| Sweet Financial Partners, LLC | 35,896 | $2.28M | 0.52% | +3,182+9.7% | Added |
| Itau Unibanco Holding S.A. | 32,672 | $2.29M | 0.09% | +10,488+47.3% | Added |
| Banco de Sabadell, S.A | 35,900 | $2.29M | 1.68% | −619−1.7% | Reduced |
| Wilkins Investment Counsel Inc | 36,038 | $2.29M | 0.34% | +1,400+4.0% | Added |
| Brighton Jones LLC | 36,109 | $2.30M | 0.08% | +631+1.8% | Added |
| Mathes Company, Inc. | 36,145 | $2.30M | 0.84% | +900+2.6% | Added |
| Legacy Financial Advisors, Inc. | 36,159 | $2.30M | 0.41% | +434+1.2% | Added |
| Hills Bank & Trust Co | 36,198 | $2.30M | 0.19% | +5,917+19.5% | Added |
| Regatta Capital Group, LLC | 36,218 | $2.31M | 0.50% | −1,384−3.7% | Reduced |
| Independent Investors Inc | 36,225 | $2.31M | 0.51% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,228 | $2.31M | 0.24% | −395−1.1% | Reduced |
| Smith, Moore & Co. | 36,229 | $2.31M | 0.24% | −1,373−3.7% | Reduced |
| Kovack Advisors, Inc. | 36,495 | $2.32M | 0.26% | +235+0.6% | Added |
| Mission Wealth Management, LP | 36,515 | $2.32M | 0.06% | +2,233+6.5% | Added |
| Bragg Financial Advisors, Inc | 36,528 | $2.33M | 0.10% | +1,331+3.8% | Added |
| TCG Advisory Services, LLC | 36,533 | $2.33M | 0.11% | +3,221+9.7% | Added |
| United Asset Strategies, Inc. | 36,689 | $2.34M | 0.23% | +302+0.8% | Added |
| Investors Asset Management of Georgia Inc | 36,708 | $2.34M | 1.14% | +525+1.5% | Added |
| Cacti Asset Management LLC | 36,600 | $2.34M | 0.19% | 00.0% | Unchanged |
| CVA Family Office, LLC | 36,762 | $2.34M | 0.42% | +223+0.6% | Added |
| NWF Advisory Services Inc. | 36,803 | $2.34M | 0.37% | +368+1.0% | Added |
| BLB&B Advisors, LLC | 36,811 | $2.34M | 0.13% | −5,931−13.9% | Reduced |