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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 36,815 | $2.34M | 0.07% | +13,081+55.1% | Added |
| Spire Wealth Management | 36,994 | $2.35M | 0.08% | −98,826−72.8% | Reduced |
| Gifford Fong Associates | 37,000 | $2.35M | 0.62% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 37,102 | $2.36M | 0.35% | −93,892−71.7% | Reduced |
| RMR Wealth Builders | 37,233 | $2.37M | 0.27% | +3,038+8.9% | Added |
| Sciencast Management LP | 37,383 | $2.38M | 0.83% | +15,591+71.5% | Added |
| Allred Capital Management, LLC | 37,407 | $2.38M | 0.91% | −467−1.2% | Reduced |
| Baader Bank INC | 37,959 | $2.38M | 0.19% | +2,859+8.1% | Added |
| Keystone Financial Planning, Inc. | 37,447 | $2.38M | 0.79% | −482−1.3% | Reduced |
| Capital Investment Advisory Services, LLC | 37,616 | $2.39M | 0.25% | −150−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 35,410 | $2.40M | 0.09% | +6,136+21.0% | Added |
| First Western Trust Bank | 37,771 | $2.40M | 0.11% | −2,939−7.2% | Reduced |
| Fidelis Capital Partners, LLC | 35,146 | $2.41M | 0.34% | +4,645+15.2% | Added |
| DF Dent & Co Inc | 37,837 | $2.41M | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 38,173 | $2.43M | 0.20% | −5,657−12.9% | Reduced |
| Constitution Capital LLC | 38,209 | $2.43M | 1.28% | −225−0.6% | Reduced |
| Prudential PLC | 38,309 | $2.44M | 0.02% | +12,051+45.9% | Added |
| Pensionmark Financial Group, LLC | 38,317 | $2.44M | 0.15% | +34,035+794.8% | Added |
| LBMC Investment Advisors, LLC | 38,379 | $2.44M | 0.21% | +90.0% | Added |
| Moran Wealth Management, LLC | 38,434 | $2.45M | 0.08% | +1,712+4.7% | Added |
| Jag Capital Management, LLC | 38,483 | $2.45M | 0.34% | −83−0.2% | Reduced |
| Valmark Advisers, Inc. | 38,487 | $2.45M | 0.04% | +696+1.8% | Added |
| Independence Bank of Kentucky | 38,560 | $2.45M | 0.65% | −803−2.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 38,772 | $2.47M | 1.58% | −3,326−7.9% | Reduced |
| Boston Trust Walden Corp | 38,793 | $2.47M | 0.02% | −1,219−3.0% | Reduced |
| Sumitomo Life Insurance Co | 38,868 | $2.47M | 0.06% | −5,042−11.5% | Reduced |
| Coastal Investment Advisors, Inc. | 38,888 | $2.48M | 0.48% | −3,574−8.4% | Reduced |
| Nicolet Bankshares Inc | 39,390 | $2.51M | 0.62% | +556+1.4% | Added |
| First National Bank of Omaha | 39,539 | $2.52M | 0.17% | −57,035−59.1% | Reduced |
| St. Johns Investment Management Company, LLC | 39,562 | $2.52M | 1.20% | −407−1.0% | Reduced |
| Stamos Capital Partners, L.P. | 39,710 | $2.53M | 0.54% | −1,330−3.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 39,776 | $2.53M | 0.45% | −11,237−22.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 39,784 | $2.53M | 0.02% | −79,470−66.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,811 | $2.53M | 1.05% | −5,786−12.7% | Reduced |
| Crestline Management, LP | 40,004 | $2.55M | 0.20% | +40,004 | New |
| Holderness Investments Co | 40,139 | $2.55M | 0.60% | −655−1.6% | Reduced |
| JT Stratford LLC | 40,141 | $2.55M | 0.47% | +2,762+7.4% | Added |
| Portside Wealth Group, LLC | 40,151 | $2.56M | 0.49% | −1,836−4.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 40,163 | $2.56M | 0.81% | −653−1.6% | Reduced |
| Thoroughbred Financial Services, LLC | 40,221 | $2.56M | 0.17% | −10,533−20.8% | Reduced |
| Evergreen Capital Management LLC | 39,992 | $2.56M | 0.09% | +4,999+14.3% | Added |
| Harbour Investments, Inc. | 40,306 | $2.57M | 0.09% | +2,326+6.1% | Added |
| Shoker Investment Counsel, Inc. | 40,375 | $2.57M | 0.91% | +2,625+7.0% | Added |
| Wealthcare Advisory Partners LLC | 40,438 | $2.57M | 0.08% | +1,804+4.7% | Added |
| Campbell Capital Management Inc | 40,508 | $2.58M | 1.11% | +50+0.1% | Added |
| Sterling Investment Counsel, LLC | 40,508 | $2.58M | 1.01% | −893−2.2% | Reduced |
| Axiom Advisory, LLC | 41,738 | $2.58M | 0.03% | +41,738 | New |
| Lynx Capital Group Ltd | 40,591 | $2.58M | 1.79% | −32−0.1% | Reduced |
| Capstone Triton Financial Group, LLC | 40,609 | $2.58M | 1.81% | +1,271+3.2% | Added |
| River & Mercantile Asset Management LLP | 40,687 | $2.59M | 0.71% | −563−1.4% | Reduced |
| Brevan Howard Capital Management LP | 40,715 | $2.59M | 0.17% | +34,462+551.1% | Added |
| Worldquant Millennium Advisors LLC | 40,767 | $2.59M | 0.02% | −406,376−90.9% | Reduced |
| Heritage Trust Co | 40,773 | $2.60M | 0.34% | −66−0.2% | Reduced |
| Cigna Investments Inc | 40,888 | $2.60M | 0.49% | −643−1.5% | Reduced |
| Verity & Verity, LLC | 41,037 | $2.61M | 0.28% | −1,875−4.4% | Reduced |
| Dudley Capital Management, LLC | 41,049 | $2.61M | 1.46% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 41,166 | $2.62M | 0.35% | +3,694+9.9% | Added |
| Palumbo Wealth Management LLC | 41,210 | $2.62M | 1.11% | +4,611+12.6% | Added |
| Field & Main Bank | 41,284 | $2.63M | 0.98% | +300+0.7% | Added |
| Private Trust Co NA | 41,292 | $2.63M | 0.28% | +2,751+7.1% | Added |
| Tompkins Financial Corp | 41,294 | $2.63M | 0.28% | −29−0.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 41,297 | $2.63M | 0.22% | +508+1.2% | Added |
| Mattson Financial Services, LLC | 41,412 | $2.64M | 0.94% | +41,412 | New |
| Bell & Brown Wealth Advisors, LLC | 41,771 | $2.66M | 1.16% | +3,020+7.8% | Added |
| Leelyn Smith, LLC | 41,810 | $2.66M | 0.51% | −86−0.2% | Reduced |
| Yeomans Consulting Group, Inc. | 41,812 | $2.66M | 1.03% | +4,169+11.1% | Added |
| Marino, Stram & Associates LLC | 41,861 | $2.66M | 0.65% | −248−0.6% | Reduced |
| Syon Capital LLC | 41,930 | $2.67M | 0.25% | +1,795+4.5% | Added |
| SS&H Financial Advisors, Inc. | 42,056 | $2.68M | 1.04% | −1,450−3.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 42,162 | $2.68M | 1.44% | +490+1.2% | Added |
| Naviter Wealth, LLC | 41,946 | $2.69M | 0.40% | −1,246−2.9% | Reduced |
| Azzad Asset Management Inc | 42,407 | $2.70M | 0.32% | +160+0.4% | Added |
| Citadel Investment Advisory, Inc. | 42,528 | $2.71M | 1.54% | −275−0.6% | Reduced |
| Cornerstone Enterprises, LLC | 42,545 | $2.71M | 1.80% | −486−1.1% | Reduced |
| LRI Investments, LLC | 42,575 | $2.71M | 0.31% | +6,775+18.9% | Added |
| Ethic Inc. | 42,577 | $2.71M | 0.06% | +9,158+27.4% | Added |
| Truvestments Capital LLC | 42,624 | $2.71M | 1.08% | +3,831+9.9% | Added |
| Raab & Moskowitz Asset Management LLC | 42,630 | $2.71M | 0.74% | −830−1.9% | Reduced |
| Boston Financial Mangement LLC | 42,641 | $2.71M | 0.09% | +1,618+3.9% | Added |
| Grandfield & Dodd, LLC | 42,709 | $2.72M | 0.17% | −2,000−4.5% | Reduced |
| Wedmont Private Capital | 42,744 | $2.72M | 0.17% | +6,455+17.8% | Added |
| Jmac Enterprises LLC | 42,798 | $2.72M | 0.48% | +79+0.2% | Added |
| Palisade Asset Management, LLC | 42,821 | $2.73M | 0.28% | −5,515−11.4% | Reduced |
| Aptus Capital Advisors, LLC | 43,052 | $2.74M | 0.05% | −1,259−2.8% | Reduced |
| LongView Wealth Management | 43,061 | $2.74M | 1.01% | +8,661+25.2% | Added |
| Chickasaw Capital Management LLC | 43,097 | $2.74M | 0.12% | −80−0.2% | Reduced |
| Portfolio Design Labs, LLC | 43,194 | $2.75M | 0.85% | +3,640+9.2% | Added |
| Meridian Wealth Advisors, LLC | 43,237 | $2.75M | 0.49% | +24,361+129.1% | Added |
| Kingswood Wealth Advisors, LLC | 43,372 | $2.76M | 0.25% | +2,508+6.1% | Added |
| First National Trust Co | 43,393 | $2.76M | 0.11% | +628+1.5% | Added |
| IFP Advisors, Inc | 43,452 | $2.77M | 0.11% | +1,257+3.0% | Added |
| Catalina Capital Group, LLC | 43,757 | $2.79M | 1.06% | +1,212+2.8% | Added |
| Busey Wealth Management | 43,757 | $2.79M | 0.10% | +838+2.0% | Added |
| Providence Capital Advisors, LLC | 43,807 | $2.79M | 0.61% | +544+1.3% | Added |
| Northcape Wealth Management, LLC | 43,905 | $2.79M | 1.01% | +1,630+3.9% | Added |
| Western Wealth Management, LLC | 43,922 | $2.80M | 0.21% | −740−1.7% | Reduced |
| Hancock Whitney Corp | 43,976 | $2.80M | 0.10% | −13,046−22.9% | Reduced |
| Perennial Investment Advisors, LLC | 44,038 | $2.80M | 0.40% | +161+0.4% | Added |
| Inscription Capital, LLC | 44,044 | $2.80M | 0.45% | −5,185−10.5% | Reduced |
| Cape Investment Advisory, Inc. | 44,096 | $2.81M | 1.26% | +26,951+157.2% | Added |