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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 3,987 | $254.0K | 0.24% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,994 | $254.2K | 0.18% | +31+0.8% | Added |
| Puzo Michael J | 4,000 | $254.6K | 0.07% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $254.6K | 0.16% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 4,008 | $255.1K | 0.18% | +3+0.1% | Added |
| Sterneck Capital Management, LLC | 4,020 | $255.9K | 0.15% | −230−5.4% | Reduced |
| Fca Corp | 4,021 | $256.0K | 0.08% | −316−7.3% | Reduced |
| Integral Investment Advisors, Inc. | 4,008 | $256.1K | 0.09% | −133−3.2% | Reduced |
| Silver Coast Investments LLC | 4,027 | $256.3K | 0.10% | −54−1.3% | Reduced |
| Fort Sheridan Advisors LLC | 4,028 | $256.4K | 0.04% | +412+11.4% | Added |
| Seven Mile Advisory | 4,031 | $256.6K | 0.19% | +192+5.0% | Added |
| ICA Group Wealth Management, LLC | 4,033 | $256.7K | 0.15% | −8,129−66.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 4,034 | $256.8K | 0.02% | −1,172−22.5% | Reduced |
| Capital Insight Partners, LLC | 4,038 | $257.0K | 0.05% | −120−2.9% | Reduced |
| Legacy Trust | 4,043 | $257.3K | 0.06% | −2,917−41.9% | Reduced |
| Vestia Personal Wealth Advisors | 4,036 | $257.4K | 0.27% | +4,036 | New |
| Hall Laurie J Trustee | 4,050 | $258.0K | 0.09% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 4,057 | $258.2K | 0.10% | +30+0.7% | Added |
| Benin Management CORP | 4,057 | $258.2K | 0.08% | −67−1.6% | Reduced |
| Cottage Street Advisors LLC | 4,078 | $259.6K | 0.15% | +18+0.4% | Added |
| Cheviot Value Management, LLC | 4,084 | $259.9K | 0.05% | 00.0% | Unchanged |
| Harbor Group, Inc. | 4,091 | $260.4K | 0.07% | −143−3.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $261.0K | 0.17% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 4,114 | $261.8K | 0.02% | −1,082−20.8% | Reduced |
| First International Bank & Trust | 4,119 | $262.2K | 0.09% | −1,349−24.7% | Reduced |
| Centennial Wealth Advisory LLC | 4,126 | $262.6K | 0.11% | −70−1.7% | Reduced |
| Green Harvest Asset Management LLC | 4,129 | $262.8K | 0.01% | −322−7.2% | Reduced |
| Central Valley Advisors, LLC | 4,251 | $263.0K | 0.14% | −1,633−27.8% | Reduced |
| NCM Capital Management, LLC | 4,141 | $263.6K | 0.14% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 4,145 | $263.8K | 0.05% | +4,145 | New |
| Aviso Wealth Management | 4,146 | $263.9K | 0.16% | −186−4.3% | Reduced |
| Pullen Investment Management, LLC | 4,155 | $264.5K | 0.22% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 4,170 | $265.4K | 0.22% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 4,183 | $266.2K | 0.09% | +325+8.4% | Added |
| Verus Financial Partners, Inc. | 4,193 | $266.9K | 0.03% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 4,200 | $267.3K | 0.20% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,203 | $267.5K | 0.07% | +1,596+61.2% | Added |
| Paragon Financial Partners, Inc. | 4,207 | $267.8K | 0.21% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 4,205 | $268.0K | 0.02% | −228−5.1% | Reduced |
| DMG Group, LLC | 4,230 | $269.2K | 0.23% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4,232 | $269.4K | 0.08% | +38+0.9% | Added |
| Mascoma Wealth Management LLC | 4,233 | $269.4K | 0.07% | +1,131+36.5% | Added |
| Clayton Financial Group LLC | 4,410 | $269.8K | 0.12% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,240 | $269.9K | 0.05% | −506−10.7% | Reduced |
| SOL Capital Management CO | 4,239 | $270.0K | 0.03% | 00.0% | Unchanged |
| Watchman Group, Inc. | 4,252 | $270.6K | 0.09% | +196+4.8% | Added |
| Legacy Bridge, LLC | 4,255 | $270.8K | 0.16% | −1,120−20.8% | Reduced |
| PFG Private Wealth Management, LLC | 4,282 | $272.6K | 0.17% | +39+0.9% | Added |
| New Wave Wealth Advisors LLC | 4,283 | $272.6K | 0.15% | +4,283 | New |
| Ewa, LLC | 4,200 | $272.8K | 0.11% | +4,200 | New |
| Birchcreek Wealth Management, LLC | 4,290 | $273.1K | 0.15% | −894−17.2% | Reduced |
| DGS Capital Management, LLC | 4,295 | $273.4K | 0.08% | +22+0.5% | Added |
| TriaGen Wealth Management LLC | 4,295 | $273.4K | 0.11% | +5+0.1% | Added |
| Axq Capital, LP | 4,297 | $273.5K | 0.06% | +4,297 | New |
| Southland Equity Partners LLC | 4,305 | $274.0K | 0.08% | +17+0.4% | Added |
| Enterprise Bank & Trust Co | 4,307 | $274.1K | 0.09% | +65+1.5% | Added |
| Hanlon Investment Management, Inc. | 4,310 | $274.3K | 0.08% | +447+11.6% | Added |
| BCGM Wealth Management, LLC | 4,313 | $274.5K | 0.10% | +354+8.9% | Added |
| Family Firm, Inc. | 4,317 | $274.8K | 0.06% | +17+0.4% | Added |
| Liberty Capital Management, Inc. | 4,319 | $274.9K | 0.07% | +155+3.7% | Added |
| Ecofi Investissements SA | 4,700 | $274.9K | 0.15% | +4,700 | New |
| FDx Advisors, Inc. | 4,320 | $275.0K | 0.08% | −2,908−40.2% | Reduced |
| Ariadne Wealth Management, LP | 4,288 | $275.0K | 0.24% | +4,288 | New |
| SL Advisors, LLC | 4,326 | $275.4K | 0.54% | −801−15.6% | Reduced |
| Burns Matteson Capital Management, LLC | 4,327 | $275.4K | 0.17% | −4,658−51.8% | Reduced |
| New Covenant Trust Company, N.A. | 4,225 | $275.9K | 0.32% | −230−5.2% | Reduced |
| Bensler, LLC | 4,345 | $276.6K | 0.04% | +45+1.0% | Added |
| Athena Investment Management | 4,350 | $276.8K | 0.17% | −27−0.6% | Reduced |
| Weaver Consulting Group | 4,355 | $277.2K | 0.10% | +658+17.8% | Added |
| BTC Capital Management, Inc. | 4,359 | $277.5K | 0.03% | −30−0.7% | Reduced |
| Aspen Grove Capital, LLC | 4,330 | $277.7K | 0.07% | +332+8.3% | Added |
| Triangle Securities Wealth Management | 4,373 | $278.3K | 0.08% | −100−2.2% | Reduced |
| Bank of Stockton | 4,375 | $278.5K | 0.09% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4,383 | $279.0K | 0.06% | −55−1.2% | Reduced |
| VanWeelden Wealth Management, LLC | 3,945 | $279.1K | 0.24% | +3,945 | New |
| Morris Retirement Advisors, LLC | 4,391 | $279.5K | 0.16% | −38−0.9% | Reduced |
| PBMares Wealth Management LLC | 4,395 | $279.7K | 0.07% | +1,051+31.4% | Added |
| TFC Financial Management | 4,405 | $280.4K | 0.05% | +21+0.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,421 | $281.4K | 0.12% | +359+8.8% | Added |
| M Holdings Securities, Inc. | 4,407 | $282.0K | 0.04% | +4,407 | New |
| One + One Wealth Management, LLC | 4,432 | $282.1K | 0.16% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 4,432 | $282.1K | 0.07% | −91−2.0% | Reduced |
| Consolidated Portfolio Review Corp | 4,435 | $282.3K | 0.07% | +950+27.3% | Added |
| Chiron Capital Management, LLC | 4,444 | $282.9K | 0.27% | −316−6.6% | Reduced |
| Indiana Trust & Investment Management CO | 4,449 | $283.2K | 0.10% | −301−6.3% | Reduced |
| Source Financial Advisors LLC | 4,455 | $283.5K | 0.09% | −20.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,472 | $284.6K | 0.12% | −1,446−24.4% | Reduced |
| MKT Advisors LLC | 4,541 | $284.7K | 0.14% | −50−1.1% | Reduced |
| BFSG, LLC | 4,473 | $284.7K | 0.04% | −500−10.1% | Reduced |
| Stonekeep Investments, LLC | 4,500 | $286.4K | 0.23% | +4,500 | New |
| Pathway Financial Advisors LLC | 4,504 | $286.7K | 0.08% | 00.0% | Unchanged |
| MBL Wealth, LLC | 4,508 | $286.9K | 0.03% | −5,361−54.3% | Reduced |
| Delos Wealth Advisors, LLC | 4,508 | $286.9K | 0.28% | +4,500+56,250.0% | Added |
| Ethos Financial Group, LLC | 4,075 | $287.0K | 0.05% | +244+6.4% | Added |
| Sageworth Trust Co | 4,511 | $287.1K | 0.02% | +4,511 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $287.8K | 0.06% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,522 | $287.9K | 0.18% | −326−6.7% | Reduced |
| Fort Pitt Capital Group, LLC | 4,523 | $287.9K | 0.01% | +549+13.8% | Added |
| Traynor Capital Management, Inc. | 4,524 | $288.0K | 0.02% | −246−5.2% | Reduced |
| Versor Investments LP | 4,534 | $288.6K | 0.05% | +4,534 | New |