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
- 3,043
- +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
- 1,230 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Cranbrook Wealth Management, LLC | 800 | $50.9K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 816 | $51.9K | 0.02% | +816 | New |
| PrairieView Partners, LLC | 823 | $52.0K | 0.01% | +417+102.7% | Added |
| Private Ocean, LLC | 822 | $52.3K | 0.00% | −93−10.2% | Reduced |
| Aspire Private Capital, LLC | 852 | $54.2K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 858 | $54.6K | 0.01% | −102−10.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 881 | $56.0K | 0.05% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 884 | $56.3K | 0.02% | −241−21.4% | Reduced |
| Custom Portfolio Group LLC | 884 | $56.7K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 892 | $56.8K | 0.03% | −14−1.5% | Reduced |
| Financial Avengers, Inc. | 903 | $57.5K | 0.03% | +6+0.7% | Added |
| Tidemark, LLC | 905 | $57.6K | 0.03% | +55+6.5% | Added |
| AlphaMark Advisors, LLC | 905 | $58.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 915 | $58.2K | 0.08% | −36−3.8% | Reduced |
| Bear Mountain Capital, Inc. | 921 | $58.7K | 0.02% | +6+0.7% | Added |
| HighMark Wealth Management LLC | 930 | $59.2K | 0.04% | +29+3.2% | Added |
| Frazier Financial Advisors, LLC | 937 | $59.7K | 0.05% | +67+7.7% | Added |
| Hobbs Group Advisors, LLC | 951 | $60.5K | 0.02% | +951 | New |
| NVWM, LLC | 964 | $61.8K | 0.02% | −46−4.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 994 | $63.3K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 996 | $63.4K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $63.6K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 1,000 | $63.6K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,007 | $64.1K | 0.05% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,019 | $64.9K | 0.02% | +1,019 | New |
| Kelly Financial Services LLC | 1,021 | $65.0K | 0.02% | +1+0.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 1,039 | $66.1K | 0.01% | +474+83.9% | Added |
| Provenance Wealth Advisors, LLC | 1,060 | $67.5K | 0.01% | −152−12.5% | Reduced |
| TruNorth Capital Management, LLC | 1,061 | $67.5K | 0.02% | +1,061 | New |
| Chesapeake Asset Management LLC | 1,075 | $68.5K | 0.07% | +1+0.1% | Added |
| Global Wealth Strategies & Associates | 1,087 | $69.2K | 0.02% | −279−20.4% | Reduced |
| Virtus Investment Advisers, Inc. | 1,123 | $71.5K | 0.06% | −583−34.2% | Reduced |
| Abound Wealth Management | 1,142 | $72.7K | 0.03% | +7+0.6% | Added |
| Tradewinds Capital Management, LLC | 1,151 | $73.3K | 0.02% | +20+1.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,167 | $74.3K | 0.06% | +2+0.2% | Added |
| Financial Freedom, LLC | 1,184 | $75.3K | 0.04% | +9+0.8% | Added |
| Studio Investment Management LLC | 1,206 | $77.9K | 0.02% | +191+18.8% | Added |
| CBIZ Investment Advisory Services, LLC | 1,229 | $78.8K | 0.00% | −211−14.7% | Reduced |
| Clarity Asset Management, Inc. | 1,252 | $79.7K | 0.06% | −38−2.9% | Reduced |
| Fairman Group, LLC | 1,257 | $80.6K | 0.08% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,270 | $80.8K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,265 | $80.8K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,271 | $80.9K | 0.06% | +5+0.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,272 | $81.0K | 0.03% | +2+0.2% | Added |
| Halpern Financial, Inc. | 1,397 | $88.9K | 0.02% | +97+7.5% | Added |
| Financial Perspectives, Inc | 1,439 | $91.6K | 0.03% | +2+0.1% | Added |
| Cyrus J. Lawrence, LLC | 1,481 | $94.0K | 0.02% | +100+7.2% | Added |
| AllSquare Wealth Management LLC | 1,496 | $95.2K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,499 | $95.4K | 0.04% | +30+2.0% | Added |
| Slocum, Gordon & Co LLP | 1,500 | $95.5K | 0.07% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,500 | $95.5K | 0.02% | +18+1.2% | Added |
| Beaird Harris Wealth Management, LLC | 1,529 | $97.3K | 0.01% | +130+9.3% | Added |
| Dixon Mitchell Investment Counsel Inc. | 1,521 | $97.5K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,563 | $99.5K | 0.08% | +1,563 | New |
| VisionPoint Advisory Group, LLC | 1,566 | $99.7K | 0.04% | −1−0.1% | Reduced |
| Stone House Investment Management, LLC | 1,583 | $100.8K | 0.03% | −285−15.3% | Reduced |
| Orion Capital Management LLC | 1,592 | $101.3K | 0.05% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,600 | $101.8K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 1,614 | $102.0K | 0.03% | +470+41.1% | Added |
| PSI Advisors, LLC | 1,608 | $102.3K | 0.03% | −335−17.2% | Reduced |
| Westchester Capital Management, Inc. | 1,615 | $102.8K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 1,673 | $106.5K | 0.10% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,678 | $106.8K | 0.05% | +660+64.8% | Added |
| Advantage Trust Co | 1,725 | $109.8K | 0.08% | −1,000−36.7% | Reduced |
| First Pacific Financial | 1,733 | $110.3K | 0.03% | −71−3.9% | Reduced |
| Y.D. More Investments Ltd | 1,765 | $112.2K | 0.01% | +1,158+190.8% | Added |
| Rakuten Securities, Inc. | 1,776 | $113.0K | 0.05% | −1,389−43.9% | Reduced |
| Luken Investment Analytics, LLC | 1,800 | $114.6K | 0.06% | 00.0% | Unchanged |
| Lipe & Dalton | 1,800 | $115.0K | 0.06% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,807 | $115.0K | 0.03% | −190−9.5% | Reduced |
| J.Safra Asset Management Corp | 1,854 | $118.0K | 0.01% | +1,218+191.5% | Added |
| Cherry Tree Wealth Management, LLC | 1,858 | $118.3K | 0.03% | +14+0.8% | Added |
| Islay Capital Management, LLC | 1,860 | $118.4K | 0.09% | +4+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,878 | $119.5K | 0.03% | +425+29.2% | Added |
| FSC Wealth Advisors, LLC | 1,881 | $119.7K | 0.09% | +170+9.9% | Added |
| Lowe Wealth Advisors, LLC | 2,013 | $128.1K | 0.06% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2,033 | $129.4K | 0.04% | −186−8.4% | Reduced |
| State of Wyoming | 2,044 | $130.1K | 0.02% | −143−6.5% | Reduced |
| Hollencrest Capital Management | 2,079 | $132.3K | 0.01% | +10.0% | Added |
| Pineridge Advisors LLC | 2,265 | $144.2K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,275 | $144.8K | 0.06% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,279 | $145.0K | 0.05% | +136+6.3% | Added |
| Headlands Technologies LLC | 2,283 | $145.3K | 0.02% | −22,968−91.0% | Reduced |
| CGC Financial Services, LLC | 2,344 | $149.2K | 0.06% | +750+47.1% | Added |
| Pacifica Partners Inc. | 2,368 | $150.0K | 0.06% | +10+0.4% | Added |
| First Community Trust NA | 2,366 | $150.6K | 0.13% | −48−2.0% | Reduced |
| HWG Holdings LP | 2,367 | $150.7K | 0.06% | +2,367 | New |
| HBC Financial Services, PLLC | 2,282 | $153.0K | 0.10% | +2,002+715.0% | Added |
| MB, Levis & Associates, LLC | 2,411 | $153.5K | 0.08% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,411 | $153.5K | 0.03% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,439 | $156.0K | 0.07% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,472 | $157.3K | 0.00% | −109,655−97.8% | Reduced |
| Main Street Group, LTD | 2,506 | $158.6K | 0.07% | −352−12.3% | Reduced |
| Stephens Consulting, LLC | 2,550 | $162.3K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,559 | $162.9K | 0.02% | −207−7.5% | Reduced |
| Pingora Partners LLC | 2,560 | $162.9K | 0.12% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,627 | $167.2K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,703 | $172.0K | 0.03% | +8+0.3% | Added |
| Piscataqua Savings Bank | 2,708 | $172.4K | 0.15% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,780 | $176.9K | 0.06% | −31−1.1% | Reduced |