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 |
|---|---|---|---|---|---|
| Covington Investment Advisors Inc. | 73,164 | $4.66M | 0.75% | −4,925−6.3% | Reduced |
| First Nebraska Trust Co | 73,230 | $4.66M | 0.48% | −1,126−1.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 72,735 | $4.66M | 0.25% | +737+1.0% | Added |
| Gluskin Sheff & Assoc Inc | 73,646 | $4.69M | 0.53% | +643+0.9% | Added |
| Beacon Financial Group | 73,989 | $4.71M | 0.54% | −2,714−3.5% | Reduced |
| Chicago Capital, LLC | 74,092 | $4.72M | 0.14% | +1,040+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 74,303 | $4.73M | 0.08% | +3,264+4.6% | Added |
| Harvey Investment Co LLC | 74,338 | $4.73M | 0.57% | −2,037−2.7% | Reduced |
| Atticus Wealth Management, LLC | 74,890 | $4.77M | 1.56% | −34,338−31.4% | Reduced |
| Gladstone Institutional Advisory LLC | 75,204 | $4.79M | 0.25% | +4,861+6.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 75,963 | $4.84M | 0.25% | −585−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 76,391 | $4.86M | 0.27% | +794+1.1% | Added |
| Fulton Bank, N.A. | 76,455 | $4.87M | 0.20% | −1,131−1.5% | Reduced |
| HGK Asset Management Inc | 76,579 | $4.87M | 0.94% | −11,893−13.4% | Reduced |
| Greenwood Capital Associates LLC | 76,782 | $4.89M | 0.64% | +3,784+5.2% | Added |
| Live Oak Private Wealth LLC | 76,786 | $4.89M | 0.84% | −484−0.6% | Reduced |
| Hayek Kallen Investment Management | 76,832 | $4.89M | 1.82% | −44−0.1% | Reduced |
| Snowden Capital Advisors LLC | 76,245 | $4.89M | 0.15% | −6,845−8.2% | Reduced |
| Green Square Capital Advisors LLC | 76,834 | $4.89M | 0.68% | −14,154−15.6% | Reduced |
| RFP Financial Group LLC | 76,853 | $4.89M | 1.81% | −1,458−1.9% | Reduced |
| Schulhoff & Co Inc | 76,911 | $4.90M | 2.21% | +220.0% | Added |
| Mechanics Bank Trust Department | 77,474 | $4.93M | 0.71% | −2,117−2.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 77,455 | $4.94M | 0.37% | +10,171+15.1% | Added |
| HBK Sorce Advisory LLC | 77,911 | $4.96M | 0.17% | −107−0.1% | Reduced |
| Jacobi Capital Management LLC | 78,282 | $4.98M | 0.43% | −54−0.1% | Reduced |
| TD Private Client Wealth LLC | 78,350 | $4.99M | 0.16% | −1,522−1.9% | Reduced |
| Park Avenue Securities LLC | 78,388 | $4.99M | 0.06% | −1,737−2.2% | Reduced |
| Boston Research & Management Inc | 78,645 | $5.00M | 1.27% | −800−1.0% | Reduced |
| Vestcor Inc | 78,663 | $5.01M | 0.17% | 00.0% | Unchanged |
| Sicart Associates LLC | 78,138 | $5.01M | 1.92% | −2,626−3.3% | Reduced |
| Oxbow Advisors, LLC | 79,022 | $5.03M | 0.59% | +1,164+1.5% | Added |
| Howland Capital Management LLC | 78,714 | $5.05M | 0.24% | −356−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 79,318 | $5.05M | 0.03% | −24,922−23.9% | Reduced |
| Ballentine Partners, LLC | 79,646 | $5.07M | 0.09% | +7,884+11.0% | Added |
| Rossmore Private Capital | 79,815 | $5.08M | 0.67% | −140.0% | Reduced |
| Dynamic Advisor Solutions LLC | 79,818 | $5.08M | 0.16% | −2,505−3.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 80,185 | $5.10M | 0.39% | +37,523+88.0% | Added |
| Meritage Portfolio Management | 80,278 | $5.11M | 0.32% | −90.0% | Reduced |
| Wolverine Trading, LLC | 80,582 | $5.13M | 0.08% | −8,347−9.4% | Reduced |
| Citizens National Bank Trust Department | 80,627 | $5.13M | 1.14% | −375−0.5% | Reduced |
| Covea Finance | 81,000 | $5.16M | 0.24% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 81,019 | $5.16M | 0.16% | +9,370+13.1% | Added |
| Oakworth Capital, Inc. | 81,038 | $5.16M | 0.38% | +4,969+6.5% | Added |
| Family Legacy, Inc. | 81,078 | $5.16M | 1.85% | +260.0% | Added |
| Benedict Financial Advisors Inc | 81,165 | $5.17M | 1.31% | −813−1.0% | Reduced |
| Brookstone Capital Management | 79,242 | $5.17M | 0.09% | +443+0.6% | Added |
| Ellsworth Advisors, LLC | 81,362 | $5.18M | 1.44% | +2,211+2.8% | Added |
| Ingalls & Snyder LLC | 81,374 | $5.18M | 0.22% | −330−0.4% | Reduced |
| Point72 Hong Kong Ltd | 81,495 | $5.19M | 0.32% | −230,225−73.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 81,557 | $5.19M | 0.19% | −1,272−1.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 81,727 | $5.20M | 0.16% | −6,294−7.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 82,123 | $5.23M | 1.15% | +6,422+8.5% | Added |
| Cardinal Capital Management | 81,545 | $5.23M | 0.88% | −206−0.3% | Reduced |
| Parallel Advisors, LLC | 82,345 | $5.24M | 0.13% | +755+0.9% | Added |
| Moneta Group Investment Advisors LLC | 82,367 | $5.24M | 0.08% | +2,962+3.7% | Added |
| Builder Investment Group Inc | 82,543 | $5.25M | 1.43% | −399−0.5% | Reduced |
| DT Investment Partners, LLC | 82,617 | $5.26M | 0.47% | +402+0.5% | Added |
| HighPoint Advisor Group LLC | 77,960 | $5.28M | 0.32% | +3,885+5.2% | Added |
| Pitcairn Co | 83,148 | $5.29M | 0.32% | +6,488+8.5% | Added |
| Ycg, LLC | 83,277 | $5.30M | 0.43% | −400−0.5% | Reduced |
| Wallace Capital Management Inc. | 83,322 | $5.30M | 0.77% | −2,252−2.6% | Reduced |
| Laurel Wealth Advisors LLC | 83,354 | $5.31M | 0.93% | −5,660−6.4% | Reduced |
| J.W. Cole Advisors, Inc. | 83,611 | $5.32M | 0.25% | +394+0.5% | Added |
| Columbia Asset Management | 83,725 | $5.33M | 1.00% | +1,977+2.4% | Added |
| Farmers National Bank | 83,938 | $5.34M | 1.61% | −4,205−4.8% | Reduced |
| Ally Financial Inc. | 84,000 | $5.35M | 0.66% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 84,042 | $5.35M | 0.20% | −6,702−7.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 84,240 | $5.36M | 0.11% | −1,031−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 84,387 | $5.37M | 0.44% | −1,700−2.0% | Reduced |
| Lincoln Capital LLC | 84,465 | $5.38M | 1.20% | −246−0.3% | Reduced |
| Summit Financial, LLC | 84,074 | $5.39M | 0.25% | +38,853+85.9% | Added |
| David Loasby | 86,135 | $5.41M | 0.52% | −45−0.1% | Reduced |
| Sentinel Trust Co Lba | 85,078 | $5.42M | 0.67% | −1,250−1.4% | Reduced |
| Wahed Invest LLC | 85,257 | $5.43M | 1.09% | +8,523+11.1% | Added |
| Tikehau Investment Management | 85,313 | $5.43M | 4.81% | −1,281−1.5% | Reduced |
| Bath Savings Trust Co | 85,404 | $5.44M | 0.58% | −1,115−1.3% | Reduced |
| Everence Capital Management Inc | 88,370 | $5.46M | 0.38% | 00.0% | Unchanged |
| Ascent Group, LLC | 85,847 | $5.46M | 0.44% | −159−0.2% | Reduced |
| Twin Capital Management Inc | 85,938 | $5.47M | 0.64% | +10,041+13.2% | Added |
| Canandaigua National Bank & Trust Co | 86,031 | $5.48M | 0.59% | +1,263+1.5% | Added |
| Sigma Planning Corp | 86,105 | $5.48M | 0.17% | −6,127−6.6% | Reduced |
| Freestone Capital Holdings, LLC | 86,125 | $5.48M | 0.20% | +4,259+5.2% | Added |
| Principle Wealth Partners LLC | 86,142 | $5.48M | 0.42% | +1,302+1.5% | Added |
| Boston Private Wealth LLC | 86,168 | $5.48M | 0.14% | −13,695−13.7% | Reduced |
| CFS Investment Advisory Services, LLC | 86,356 | $5.50M | 0.45% | +86,356 | New |
| Iyo Bank, Ltd. | 86,390 | $5.50M | 1.95% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 86,449 | $5.50M | 1.77% | +3,474+4.2% | Added |
| Trustmark National Bank Trust Department | 86,501 | $5.51M | 0.44% | −16,542−16.1% | Reduced |
| AlTi Global, Inc. | 86,390 | $5.54M | 0.15% | +2,596+3.1% | Added |
| Regal Investment Advisors LLC | 87,024 | $5.54M | 0.37% | +3,193+3.8% | Added |
| Oppenheimer Asset Management Inc. | 87,195 | $5.55M | 0.07% | +7,594+9.5% | Added |
| Birmingham Capital Management Co Inc | 87,934 | $5.60M | 2.19% | −900−1.0% | Reduced |
| Americana Partners, LLC | 88,021 | $5.60M | 0.44% | +2,552+3.0% | Added |
| Weatherly Asset Management L. P. | 88,252 | $5.66M | 0.52% | +1,619+1.9% | Added |
| Hoylecohen, LLC | 89,513 | $5.70M | 0.43% | +799+0.9% | Added |
| Prospera Financial Services Inc | 89,518 | $5.70M | 0.16% | −2,559−2.8% | Reduced |
| Mather Group, LLC. | 93,558 | $5.72M | 0.07% | +47,023+101.0% | Added |
| Tectonic Advisors LLC | 90,259 | $5.74M | 0.42% | +4,905+5.7% | Added |
| Stonebridge Capital Management Inc | 90,451 | $5.76M | 2.46% | −1,281−1.4% | Reduced |
| Money Concepts Capital Corp | 90,605 | $5.77M | 0.48% | +494+0.5% | Added |