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 |
|---|---|---|---|---|---|
| Cannon Financial Strategists, Inc. | 56,736 | $3.61M | 0.69% | +110+0.2% | Added |
| Argyle Capital Management Inc. | 57,153 | $3.64M | 1.50% | −2,470−4.1% | Reduced |
| Tritonpoint Wealth, LLC | 56,897 | $3.65M | 0.35% | +262+0.5% | Added |
| R.H. Dinel Investment Counsel, Inc. | 57,525 | $3.66M | 2.34% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 58,513 | $3.67M | 0.20% | −7,555−11.4% | Reduced |
| TCW Group Inc | 57,748 | $3.68M | 0.03% | +1,682+3.0% | Added |
| Ameritas Advisory Services, LLC | 57,752 | $3.68M | 0.14% | +683+1.2% | Added |
| Blue Chip Partners, Inc. | 57,969 | $3.69M | 0.34% | −1,283−2.2% | Reduced |
| GAMMA Investing LLC | 58,017 | $3.69M | 0.50% | +21,497+58.9% | Added |
| CFM Wealth Partners LLC | 58,391 | $3.72M | 0.68% | +2,728+4.9% | Added |
| Old National Bancorp | 58,416 | $3.72M | 0.09% | −597−1.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 58,429 | $3.72M | 0.56% | −2,541−4.2% | Reduced |
| Integrated Advisors Network LLC | 58,730 | $3.74M | 0.19% | +5,077+9.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 58,755 | $3.74M | 0.32% | +855+1.5% | Added |
| Lowe Brockenbrough & Co Inc | 58,327 | $3.74M | 0.25% | −275−0.5% | Reduced |
| MSH Capital Advisors LLC | 59,224 | $3.77M | 1.26% | +280.0% | Added |
| Smith, Salley & Associates | 59,298 | $3.77M | 0.27% | +826+1.4% | Added |
| Princeton Global Asset Management LLC | 59,397 | $3.78M | 0.83% | +1,317+2.3% | Added |
| Choate Investment Advisors | 59,507 | $3.79M | 0.10% | −5,633−8.6% | Reduced |
| Bryn Mawr Trust Co | 59,536 | $3.79M | 0.15% | −2,155−3.5% | Reduced |
| Broadwater Capital Management LLC | 59,585 | $3.79M | 2.92% | 00.0% | Unchanged |
| PDS Planning, Inc | 60,029 | $3.82M | 0.39% | +102+0.2% | Added |
| Atlantic Union Bankshares Corp | 60,281 | $3.84M | 0.24% | +24,670+69.3% | Added |
| Riverview Capital Advisers, LLC | 60,613 | $3.86M | 1.30% | −1,206−2.0% | Reduced |
| Chatham Capital Group, Inc. | 60,675 | $3.86M | 0.67% | +37+0.1% | Added |
| Capital Asset Advisory Services LLC | 61,639 | $3.86M | 0.21% | −4,410−6.7% | Reduced |
| Chemung Canal Trust Co | 60,923 | $3.88M | 0.75% | −1,579−2.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 61,002 | $3.88M | 1.48% | +675+1.1% | Added |
| Meeder Advisory Services, Inc. | 61,136 | $3.89M | 0.28% | +13,176+27.5% | Added |
| Braun Stacey Associates Inc | 61,266 | $3.90M | 0.15% | −750−1.2% | Reduced |
| Kinloch Capital, LLC | 61,361 | $3.91M | 2.04% | −672−1.1% | Reduced |
| Burney Co | 61,425 | $3.91M | 0.15% | −3,451−5.3% | Reduced |
| Pittenger & Anderson Inc | 61,475 | $3.91M | 0.16% | −381−0.6% | Reduced |
| North Star Investment Management Corp. | 61,571 | $3.92M | 0.29% | −470−0.8% | Reduced |
| Weik Capital Management | 61,640 | $3.92M | 1.68% | −1,340−2.1% | Reduced |
| Caldwell Trust Co | 61,640 | $3.92M | 0.43% | +1,157+1.9% | Added |
| Verum Partners LLC | 62,138 | $3.96M | 1.28% | +350+0.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 62,312 | $3.97M | 0.41% | +2,189+3.6% | Added |
| Burns J W & Co Inc | 62,333 | $3.97M | 0.54% | −2,577−4.0% | Reduced |
| GAM Holding AG | 62,878 | $4.00M | 0.31% | −15,273−19.5% | Reduced |
| Waldron Private Wealth LLC | 62,392 | $4.00M | 0.18% | −1,218−1.9% | Reduced |
| Bank of Hawaii | 62,960 | $4.01M | 0.18% | −815−1.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 63,000 | $4.01M | 0.50% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 63,241 | $4.03M | 1.07% | −1,257−1.9% | Reduced |
| Hallmark Capital Management Inc | 63,304 | $4.03M | 0.32% | −3,588−5.4% | Reduced |
| Zions Bancorporation, N.A. | 63,381 | $4.03M | 0.32% | −3,759−5.6% | Reduced |
| Physicians Financial Services, Inc. | 63,613 | $4.05M | 1.32% | −131−0.2% | Reduced |
| Concord Wealth Partners | 64,115 | $4.08M | 0.72% | +3,093+5.1% | Added |
| WealthBridge Investment Counsel Inc. | 64,250 | $4.09M | 1.56% | −200−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 64,547 | $4.11M | 0.30% | +4,191+6.9% | Added |
| Ameritas Investment Partners, Inc. | 64,568 | $4.11M | 0.14% | −39,196−37.8% | Reduced |
| Nicollet Investment Management, Inc. | 64,818 | $4.13M | 1.54% | −1,117−1.7% | Reduced |
| Ritholtz Wealth Management | 65,408 | $4.16M | 0.14% | +4,059+6.6% | Added |
| Kovitz Investment Group Partners, LLC | 65,559 | $4.17M | 0.04% | +435+0.7% | Added |
| Regent Peak Wealth Advisors LLC | 164,038 | $4.18M | 1.04% | +1,799+1.1% | Added |
| WESPAC Advisors SoCal, LLC | 65,630 | $4.18M | 1.05% | −4,568−6.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 65,674 | $4.18M | 0.97% | +3,424+5.5% | Added |
| Sigma Investment Counselors Inc | 65,764 | $4.19M | 0.26% | +1,367+2.1% | Added |
| Ostrum Asset Management | 65,853 | $4.19M | 0.37% | −35,271−34.9% | Reduced |
| Parthenon LLC | 66,173 | $4.21M | 0.54% | −2,966−4.3% | Reduced |
| Lafayette Investments, Inc. | 66,386 | $4.23M | 0.96% | −841−1.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 66,589 | $4.24M | 0.70% | 00.0% | Unchanged |
| Charter Trust Co | 66,696 | $4.25M | 0.28% | −428−0.6% | Reduced |
| Qsemble Capital Management, LP | 67,555 | $4.30M | 0.82% | +67,555 | New |
| Sanibel Captiva Trust Company, Inc. | 67,605 | $4.30M | 0.15% | −482−0.7% | Reduced |
| Fort Washington Investment Advisors Inc | 67,664 | $4.31M | 0.03% | −895−1.3% | Reduced |
| GYL Financial Synergies, LLC | 67,871 | $4.32M | 0.33% | +2,880+4.4% | Added |
| Bontempo Ohly Capital Mgmt LLC | 67,878 | $4.32M | 2.16% | +930+1.4% | Added |
| Planning Capital Management Corp | 67,967 | $4.33M | 3.05% | +2,929+4.5% | Added |
| Tufton Capital Management | 68,221 | $4.34M | 0.84% | −525−0.8% | Reduced |
| Sandhill Capital Partners LLC | 68,576 | $4.36M | 0.33% | +1,483+2.2% | Added |
| TSA Wealth Managment LLC | 68,768 | $4.38M | 1.87% | +306+0.4% | Added |
| V-Square Quantitative Management LLC | 68,788 | $4.38M | 0.71% | −432−0.6% | Reduced |
| Colonial Trust Co | 68,806 | $4.38M | 0.77% | +3,171+4.8% | Added |
| Trust Co of Vermont | 68,816 | $4.38M | 0.24% | −3,900−5.4% | Reduced |
| Kingsview Wealth Management, LLC | 68,987 | $4.39M | 0.10% | −1,626−2.3% | Reduced |
| Lee Danner & Bass Inc | 69,026 | $4.39M | 0.34% | +69,026 | New |
| Leavell Investment Management, Inc. | 68,532 | $4.39M | 0.24% | −849−1.2% | Reduced |
| Chilton Capital Management LLC | 69,191 | $4.40M | 0.20% | −5,248−7.1% | Reduced |
| IHT Wealth Management, LLC | 69,235 | $4.41M | 0.16% | +1,887+2.8% | Added |
| Mutual Advisors, LLC | 66,138 | $4.42M | 0.13% | −4,023−5.7% | Reduced |
| PFG Investments, LLC | 69,879 | $4.45M | 0.32% | −1,607−2.2% | Reduced |
| Hilltop Holdings Inc. | 69,966 | $4.45M | 0.52% | −12,879−15.5% | Reduced |
| Teza Capital Management LLC | 70,072 | $4.46M | 0.55% | +70,072 | New |
| BancorpSouth Bank | 70,304 | $4.47M | 0.34% | −4,496−6.0% | Reduced |
| Butensky & Cohen Financial Security, Inc | 70,332 | $4.48M | 1.42% | +486+0.7% | Added |
| BKD Wealth Advisors, LLC | 70,572 | $4.49M | 0.11% | +4,189+6.3% | Added |
| RFG Advisory, LLC | 70,694 | $4.50M | 0.15% | −178−0.3% | Reduced |
| Asset Dedication, LLC | 70,852 | $4.51M | 0.31% | −1,031−1.4% | Reduced |
| Kennon-Green & Company, LLC | 70,905 | $4.51M | 4.15% | −1,076−1.5% | Reduced |
| Walleye Capital LLC | 71,105 | $4.53M | 0.05% | −4,703−6.2% | Reduced |
| Westwood Holdings Group Inc. | 71,187 | $4.53M | 0.02% | −6,012−7.8% | Reduced |
| NTV Asset Management LLC | 72,207 | $4.60M | 0.66% | +72+0.1% | Added |
| Csenge Advisory Group | 72,251 | $4.60M | 0.26% | +925+1.3% | Added |
| Slagle Financial, LLC | 72,291 | $4.60M | 2.36% | +5,680+8.5% | Added |
| Hudson Bay Capital Management LP | 72,462 | $4.61M | 0.03% | +39,528+120.0% | Added |
| Shilanski & Associates, Inc. | 72,502 | $4.61M | 1.55% | +372+0.5% | Added |
| Greylin Investment Mangement Inc | 72,576 | $4.62M | 0.77% | −910−1.2% | Reduced |
| Sienna Gestion | 72,746 | $4.63M | 0.41% | 00.0% | Unchanged |
| Proequities, Inc. | 72,345 | $4.64M | 0.29% | −1,950−2.6% | Reduced |