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 |
|---|---|---|---|---|---|
| Barrett & Company, Inc. | 2,781 | $177.0K | 0.08% | −40−1.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,800 | $178.2K | 0.14% | +1,200+75.0% | Added |
| Tortoise Investment Management, LLC | 2,888 | $183.8K | 0.02% | +972+50.7% | Added |
| WFA of San Diego, LLC | 2,900 | $184.6K | 0.17% | +2,900 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,909 | $185.2K | 0.00% | −12,847−81.5% | Reduced |
| Intelligent Financial Strategies | 2,925 | $186.1K | 0.11% | +3+0.1% | Added |
| Evergreen Private Wealth LLC | 2,999 | $190.9K | 0.09% | −6−0.2% | Reduced |
| Acima Private Wealth, LLC | 3,045 | $193.8K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,065 | $195.1K | 0.11% | +8+0.3% | Added |
| SWS Partners | 3,066 | $195.2K | 0.06% | +3,066 | New |
| Lauterbach Financial Advisors, LLC | 2,889 | $200.3K | 0.13% | +2,889 | New |
| Tanager Wealth Management LLP | 3,124 | $200.3K | 0.03% | +3,124 | New |
| Abner Herrman & Brock LLC | 3,165 | $201.0K | 0.03% | +3,165 | New |
| BOS Asset Management, LLC | 3,161 | $201.2K | 0.09% | −117−3.6% | Reduced |
| Intrepid Financial Planning Group LLC | 3,162 | $201.3K | 0.09% | +3,162 | New |
| Kolinsky Wealth Management, LLC | 3,164 | $201.4K | 0.14% | −161−4.8% | Reduced |
| Unique Wealth Strategies, LLC | 3,293 | $201.5K | 0.09% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 3,174 | $202.0K | 0.17% | +3,174 | New |
| Legacy Financial Group LLC | 3,183 | $202.6K | 0.04% | −149−4.5% | Reduced |
| BHK Investment Advisors, LLC | 3,189 | $203.0K | 0.08% | +3,189 | New |
| Aletheian Wealth Advisors LLC | 3,190 | $203.0K | 0.11% | +3,190 | New |
| KRS Capital Management, LLC | 3,190 | $203.1K | 0.15% | −442−12.2% | Reduced |
| Centennial Bank | 3,193 | $203.2K | 0.10% | +40+1.3% | Added |
| Rational Advisors LLC | 3,194 | $203.3K | 0.02% | +2,348+277.5% | Added |
| Unio Capital LLC | 3,200 | $203.7K | 0.09% | +3,200 | New |
| Wallington Asset Management, LLC | 3,208 | $204.0K | 0.03% | +3,208 | New |
| Syntegra Private Wealth Group, LLC | 3,207 | $204.1K | 0.03% | +3,207 | New |
| Stegent Equity Advisors, Inc. | 3,213 | $204.5K | 0.21% | −7,604−70.3% | Reduced |
| Sterling Manor Financial, LLC | 3,213 | $204.5K | 0.16% | +3,213 | New |
| Investment Planning Advisors, Inc. | 3,224 | $205.2K | 0.10% | +3,224 | New |
| Vigilare Wealth Management | 3,229 | $205.5K | 0.09% | +3,229 | New |
| Investment Advisory Group, LLC | 3,232 | $205.7K | 0.08% | +3,232 | New |
| NBW Capital LLC | 3,235 | $205.9K | 0.04% | −704−17.9% | Reduced |
| Fortune Financial Advisors, LLC | 3,240 | $206.2K | 0.13% | −53−1.6% | Reduced |
| Carolinas Wealth Consulting LLC | 3,216 | $206.3K | 0.04% | −119−3.6% | Reduced |
| Van Strum & Towne Inc. | 3,246 | $206.6K | 0.07% | +3,246 | New |
| Ami Investment Management Inc | 3,250 | $206.9K | 0.07% | +3,250 | New |
| Carderock Capital Management Inc | 3,250 | $206.9K | 0.05% | +3,250 | New |
| SMART Wealth LLC | 3,257 | $207.3K | 0.08% | −55−1.7% | Reduced |
| Waller Financial Planning Group, Inc | 3,260 | $207.5K | 0.06% | +3,260 | New |
| NCP Inc. | 3,271 | $208.1K | 0.13% | +100+3.2% | Added |
| Phillips Wealth Planners LLC | 3,323 | $208.8K | 0.22% | +3,323 | New |
| Hemington Wealth Management | 3,299 | $209.0K | 0.07% | +3,299 | New |
| Corbyn Investment Management Inc | 3,286 | $209.2K | 0.09% | −321−8.9% | Reduced |
| Northeast Financial Group, Inc. | 3,289 | $209.4K | 0.09% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,295 | $209.7K | 0.04% | −45−1.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 3,298 | $209.9K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,301 | $210.1K | 0.01% | +10.0% | Added |
| Dodds Wealth, LLC | 3,369 | $211.2K | 0.08% | −12−0.4% | Reduced |
| Cornerstone Planning Group LLC | 3,102 | $211.2K | 0.06% | +1,362+78.3% | Added |
| Members Capital Advisors Inc | 3,319 | $211.3K | 0.25% | 00.0% | Unchanged |
| Finivi Inc. | 3,322 | $211.4K | 0.18% | +41+1.2% | Added |
| Mendel Capital Management LLC | 3,324 | $211.6K | 0.14% | −173−4.9% | Reduced |
| WealthBridge Capital Management, LLC | 3,329 | $211.9K | 0.07% | −101−2.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $212.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 3,326 | $212.0K | 0.05% | +21+0.6% | Added |
| Measured Wealth Private Client Group, LLC | 3,336 | $212.3K | 0.07% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 3,344 | $212.8K | 0.10% | +3,344 | New |
| Monterey Private Wealth, Inc. | 3,347 | $213.1K | 0.08% | +3,347 | New |
| Heck Capital Advisors, LLC | 3,356 | $213.6K | 0.03% | −2−0.1% | Reduced |
| Vertex Planning Partners, LLC | 3,363 | $214.0K | 0.06% | +90+2.7% | Added |
| Powell Investment Advisors, LLC | 3,344 | $214.5K | 0.11% | −933−21.8% | Reduced |
| Carr Financial Group Corp | 3,371 | $214.5K | 0.07% | +3,371 | New |
| Birchbrook, Inc. | 3,372 | $214.6K | 0.13% | +10.0% | Added |
| Cutler Investment Counsel LLC | 3,372 | $214.6K | 0.03% | −63−1.8% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 3,373 | $214.7K | 0.33% | +3,373 | New |
| Canton Hathaway, LLC | 3,370 | $215.0K | 0.06% | 00.0% | Unchanged |
| Strategic Point Investment Advisors, LLC | 3,380 | $215.1K | 0.04% | +70+2.1% | Added |
| Peterson Financial Group, Inc. | 3,384 | $215.4K | 1.31% | +45+1.3% | Added |
| Eldridge Investment Advisors, Inc. | 3,400 | $216.0K | 0.05% | −400−10.5% | Reduced |
| Castleark Management LLC | 3,397 | $216.2K | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 3,400 | $216.4K | 0.03% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 3,402 | $216.5K | 0.19% | +13+0.4% | Added |
| Richardson Financial Services Inc. | 3,404 | $216.7K | 0.16% | −293−7.9% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,406 | $216.8K | 0.21% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,408 | $216.9K | 0.26% | +3,408 | New |
| Northwest Financial Advisors | 3,410 | $217.1K | 0.22% | +4+0.1% | Added |
| Evanson Asset Management, LLC | 3,415 | $217.4K | 0.02% | −58−1.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,420 | $217.7K | 0.08% | +367+12.0% | Added |
| Total Clarity Wealth Management, Inc. | 3,422 | $217.8K | 0.08% | −214−5.9% | Reduced |
| Wells Trecaso Financial Group, LLC | 3,444 | $219.2K | 0.08% | +8+0.2% | Added |
| Security National Bank | 3,450 | $219.6K | 0.03% | 00.0% | Unchanged |
| Cynosure Management, LLC | 3,455 | $219.9K | 0.04% | −227−6.2% | Reduced |
| CCG Wealth Management, LLC | 3,465 | $220.5K | 0.12% | +3,465 | New |
| Warwick Investment Management, Inc. | 3,471 | $220.9K | 0.05% | +3,471 | New |
| Horizon Wealth Management, LLC | 3,476 | $221.2K | 0.05% | −244−6.6% | Reduced |
| Newport Capital Group, LLC | 3,486 | $221.9K | 0.18% | +3,486 | New |
| Main Street Research LLC | 3,460 | $221.9K | 0.01% | +74+2.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,489 | $222.0K | 0.03% | +7+0.2% | Added |
| Waypoint Wealth Partners Inc. | 3,490 | $222.1K | 0.06% | +3,490 | New |
| McLean Asset Management Corp | 3,536 | $222.1K | 0.07% | −73−2.0% | Reduced |
| Covestor Ltd | 3,505 | $223.0K | 0.14% | −407−10.4% | Reduced |
| Dorchester Wealth Management Co | 3,506 | $223.2K | 0.04% | +3,506 | New |
| Act Wealth Management, LLC | 3,510 | $223.4K | 0.11% | +110+3.2% | Added |
| Citizens Business Bank | 3,513 | $223.6K | 0.05% | +113+3.3% | Added |
| Mach-1 Financial Group, Inc. | 3,515 | $223.8K | 0.16% | −557−13.7% | Reduced |
| Breakwater Investment Management | 3,536 | $225.1K | 0.10% | 00.0% | Unchanged |
| Coastline Trust Co | 3,541 | $225.4K | 0.03% | −100−2.7% | Reduced |
| Concorde Asset Management, LLC | 3,541 | $225.5K | 0.14% | +43+1.2% | Added |
| Disciplined Investments, LLC | 3,547 | $225.8K | 0.12% | −47−1.3% | Reduced |