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 |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 3,548 | $225.8K | 0.06% | +3,548 | New |
| Navis Wealth Advisors, LLC | 3,550 | $226.0K | 0.26% | +174+5.2% | Added |
| Holistic Financial Partners | 3,554 | $226.2K | 0.11% | −836−19.0% | Reduced |
| Gimbal Financial | 3,588 | $226.4K | 0.17% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 3,531 | $226.5K | 0.11% | +85+2.5% | Added |
| Tang Capital Management LLC | 3,561 | $226.7K | 0.02% | +3,561 | New |
| FSM Wealth Advisors, LLC | 3,562 | $226.7K | 0.08% | +149+4.4% | Added |
| Consilio Wealth Advisors, LLC | 3,572 | $227.4K | 0.10% | +282+8.6% | Added |
| Summit Wealth Partners, LLC | 3,605 | $229.5K | 0.05% | +4+0.1% | Added |
| Long Run Wealth Advisors, LLC | 3,606 | $229.5K | 0.06% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 3,611 | $229.8K | 0.18% | +200+5.9% | Added |
| Granite Harbor Advisors, Inc. | 3,615 | $230.1K | 0.15% | +35+1.0% | Added |
| UMA Financial Services, Inc. | 3,581 | $230.1K | 0.04% | −73−2.0% | Reduced |
| Cravens & Co Advisors, LLC | 3,620 | $230.4K | 0.17% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3,623 | $230.6K | 0.06% | −15−0.4% | Reduced |
| PFS Partners, LLC | 3,629 | $231.0K | 0.15% | +10.0% | Added |
| Capital Advisors, Ltd. LLC | 3,631 | $231.0K | 0.03% | +153+4.4% | Added |
| IAM Advisory, LLC | 3,640 | $231.7K | 0.06% | −18−0.5% | Reduced |
| Root Financial Partners, LLC | 3,642 | $231.8K | 0.05% | −919−20.1% | Reduced |
| FLC Capital Advisors | 3,645 | $232.0K | 0.06% | −255−6.5% | Reduced |
| Scissortail Wealth Management, LLC | 3,645 | $232.0K | 0.06% | +3,645 | New |
| Novak & Powell Financial Services, Inc. | 3,648 | $232.2K | 0.14% | +7+0.2% | Added |
| Massachusetts Financial Services Co | 3,653 | $232.5K | 0.00% | +329+9.9% | Added |
| Horizon Bancorp Inc | 3,664 | $233.0K | 0.11% | +369+11.2% | Added |
| Cumberland Advisors Inc | 3,661 | $233.0K | 0.10% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 3,662 | $233.1K | 0.12% | +14+0.4% | Added |
| Insight Advisors, LLC | 3,663 | $233.2K | 0.04% | +31+0.9% | Added |
| White Pine Capital LLC | 3,674 | $233.8K | 0.09% | +75+2.1% | Added |
| BlackDiamond Wealth Management Inc. | 3,405 | $234.0K | 0.15% | +31+0.9% | Added |
| Patron Partners Advisors, LLC | 3,679 | $234.2K | 0.14% | +3,679 | New |
| Willner & Heller, LLC | 3,679 | $234.2K | 0.22% | −197−5.1% | Reduced |
| Accel Wealth Management | 3,682 | $234.3K | 0.09% | +316+9.4% | Added |
| CMG Global Holdings, LLC | 3,689 | $234.8K | 0.16% | +9+0.2% | Added |
| Power Wealth Management LLC | 3,692 | $235.0K | 0.11% | −11,823−76.2% | Reduced |
| E&G Advisors, LP | 3,704 | $235.3K | 0.07% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 3,715 | $236.5K | 0.09% | −433−10.4% | Reduced |
| Menard Financial Group LLC | 3,719 | $236.7K | 0.17% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,720 | $236.8K | 0.16% | −100−2.6% | Reduced |
| Vantage Consulting Group Inc | 3,720 | $236.8K | 0.18% | −274−6.9% | Reduced |
| Insight 2811, Inc. | 3,720 | $236.8K | 0.12% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 3,693 | $236.9K | 0.01% | +3,693 | New |
| Chelsea Counsel Co | 3,700 | $237.3K | 0.12% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 3,729 | $237.4K | 0.15% | 00.0% | Unchanged |
| GSG Advisors LLC | 3,753 | $237.5K | 0.08% | −27−0.7% | Reduced |
| Convergence Financial, LLC | 3,734 | $237.7K | 0.06% | +3,734 | New |
| Fulcrum Equity Management | 3,739 | $238.0K | 0.21% | +3,739 | New |
| Lesa Sroufe & Co | 3,737 | $238.0K | 0.23% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,740 | $238.1K | 0.19% | −3,592−49.0% | Reduced |
| Cabot Wealth Management Inc | 3,746 | $238.4K | 0.03% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 3,747 | $238.5K | 0.08% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,760 | $239.3K | 0.05% | −192−4.9% | Reduced |
| Socha Financial Group, LLC | 3,765 | $239.7K | 0.11% | −241−6.0% | Reduced |
| MPS Loria Financial Planners, LLC | 3,770 | $240.0K | 0.08% | +27+0.7% | Added |
| Intelligence Driven Advisers, LLC | 3,772 | $240.1K | 0.03% | +412+12.3% | Added |
| Pine Harbor Wealth Management, LLC | 3,772 | $240.1K | 0.14% | −53−1.4% | Reduced |
| Tempus Wealth Planning, LLC | 3,775 | $240.3K | 0.10% | +3,775 | New |
| Shakespeare Wealth Management, Inc. | 3,776 | $240.3K | 0.07% | +3,776 | New |
| Fox Run Management, L.L.C. | 3,779 | $240.5K | 0.05% | +3,779 | New |
| Iron Financial, LLC | 3,781 | $240.6K | 0.13% | +9+0.2% | Added |
| Baker Avenue Asset Management, LP | 3,807 | $242.3K | 0.01% | +3,807 | New |
| Old Mission Investment Co LLC | 3,807 | $242.3K | 0.08% | −303−7.4% | Reduced |
| Wealthstream Advisors, Inc. | 3,816 | $242.9K | 0.09% | −240−5.9% | Reduced |
| FSA Advisors, Inc. | 3,879 | $243.4K | 0.25% | −151−3.7% | Reduced |
| Whalen Wealth Management Inc. | 3,831 | $243.8K | 0.19% | +3,831 | New |
| Meridian Wealth Partners, LLC | 3,832 | $243.9K | 0.04% | +487+14.6% | Added |
| Zevin Asset Management LLC | 3,833 | $244.0K | 0.04% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 3,835 | $244.1K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,836 | $244.2K | 0.03% | −1,125−22.7% | Reduced |
| Sara-Bay Financial | 3,839 | $244.4K | 0.10% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 3,839 | $244.4K | 0.02% | +384+11.1% | Added |
| McIlrath & Eck, LLC | 3,845 | $244.7K | 0.04% | −788−17.0% | Reduced |
| US Asset Management LLC | 3,854 | $245.0K | 0.22% | −144−3.6% | Reduced |
| Swisher Financial Concepts, Inc. | 3,886 | $245.0K | 0.25% | −136−3.4% | Reduced |
| Hoge Financial Services, LLC | 3,850 | $245.1K | 0.20% | +222+6.1% | Added |
| SRS Capital Advisors, Inc. | 3,882 | $247.1K | 0.02% | +678+21.2% | Added |
| Rebalance, LLC | 3,882 | $247.1K | 0.02% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,854 | $247.2K | 0.11% | +4+0.1% | Added |
| Three Bridge Wealth Advisors, LLC | 3,855 | $247.2K | 0.10% | 00.0% | Unchanged |
| Financial Advisors, LLC | 3,898 | $248.1K | 0.05% | +10.0% | Added |
| Aufman Associates Inc | 3,903 | $248.4K | 0.18% | −142−3.5% | Reduced |
| Trust Co of the South | 3,907 | $248.7K | 0.06% | 00.0% | Unchanged |
| Clarity Financial LLC | 3,910 | $248.9K | 0.04% | −2,789−41.6% | Reduced |
| Bright Futures Wealth Management, LLC. | 3,590 | $248.9K | 0.13% | +3+0.1% | Added |
| 626 Financial, LLC | 3,916 | $249.2K | 0.14% | +7+0.2% | Added |
| HBW Advisory Services LLC | 3,916 | $249.3K | 0.04% | +3,916 | New |
| Braun-Bostich & Associates Inc. | 3,916 | $249.3K | 0.19% | +3,916 | New |
| KPP Advisory Services LLC | 3,917 | $249.3K | 0.07% | −99−2.5% | Reduced |
| Gemmer Asset Management LLC | 3,918 | $249.4K | 0.03% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,921 | $249.6K | 0.05% | +74+1.9% | Added |
| Guardian Wealth Advisors, LLC | 3,938 | $250.6K | 0.16% | −316−7.4% | Reduced |
| Solstein Capital, LLC | 3,953 | $251.6K | 0.16% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 3,963 | $252.2K | 0.17% | −54−1.3% | Reduced |
| Keystone Wealth Services, LLC | 3,969 | $252.6K | 0.08% | +61+1.6% | Added |
| Fountainhead AM, LLC | 3,972 | $252.8K | 0.06% | +139+3.6% | Added |
| Bordeaux Wealth Advisors LLC | 3,973 | $252.9K | 0.05% | −182−4.4% | Reduced |
| ASB Consultores, LLC | 3,974 | $252.9K | 0.09% | −3,560−47.3% | Reduced |
| Compass Financial Group, INC | 3,975 | $253.0K | 0.05% | −1,153−22.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,984 | $253.5K | 0.05% | −1,204−23.2% | Reduced |
| Curran Financial Partners, LLC | 3,989 | $253.9K | 0.08% | +277+7.5% | Added |
| RWM Asset Management, LLC | 3,989 | $253.9K | 0.05% | +120+3.1% | Added |