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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 4,547 | $289.4K | 0.09% | +107+2.4% | Added |
| Virginia Wealth Management Group, Inc. | 4,550 | $289.6K | 0.24% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 4,567 | $290.7K | 0.15% | +208+4.8% | Added |
| Amarillo National Bank | 4,570 | $290.9K | 0.06% | 00.0% | Unchanged |
| Castleview Partners, LLC | 4,576 | $291.3K | 0.17% | +259+6.0% | Added |
| Sepio Capital, LP | 4,584 | $292.0K | 0.03% | −615−11.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,591 | $292.2K | 0.02% | −319−6.5% | Reduced |
| Marion Wealth Management | 4,592 | $292.3K | 0.09% | +35+0.8% | Added |
| Baugh & Associates, LLC | 4,109 | $292.3K | 0.15% | −483−10.5% | Reduced |
| Werba Rubin Papier Wealth Management | 4,607 | $293.2K | 0.08% | +4,607 | New |
| Colton Groome Financial Advisors, LLC | 4,613 | $293.6K | 0.12% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 4,629 | $294.6K | 0.11% | −190−3.9% | Reduced |
| Cedar Point Capital Partners, LLC | 4,633 | $294.9K | 0.22% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 4,634 | $294.9K | 0.11% | −456−9.0% | Reduced |
| Riversedge Advisors, LLC | 4,634 | $295.0K | 0.07% | +149+3.3% | Added |
| Financial Insights, Inc. | 4,638 | $295.2K | 0.08% | +75+1.6% | Added |
| Adamsbrown Wealth Consultants LLC | 4,642 | $295.5K | 0.12% | +13+0.3% | Added |
| Austin Private Wealth, LLC | 4,668 | $297.1K | 0.03% | −48−1.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,678 | $297.8K | 0.03% | +27+0.6% | Added |
| Venturi Wealth Management, LLC | 4,689 | $298.5K | 0.02% | +2,655+130.5% | Added |
| Eagle Wealth Strategies LLC | 4,693 | $298.7K | 0.24% | −358−7.1% | Reduced |
| Perkins Coie Trust Co | 4,702 | $299.3K | 0.07% | −95−2.0% | Reduced |
| Iron Horse Wealth Management, LLC | 4,721 | $300.5K | 0.11% | 00.0% | Unchanged |
| Blossom Wealth Management | 4,735 | $301.4K | 0.66% | +60+1.3% | Added |
| Hudson Valley Investment Advisors Inc | 5,020 | $301.8K | 0.04% | +207+4.3% | Added |
| DeDora Capital, Inc. | 4,742 | $301.8K | 0.09% | +282+6.3% | Added |
| Albion Financial Group | 4,755 | $302.6K | 0.02% | −92−1.9% | Reduced |
| Callan Family Office, LLC | 4,758 | $302.8K | 0.06% | +4,758 | New |
| TLWM | 4,758 | $302.8K | 0.07% | −1,929−28.8% | Reduced |
| Avalon Trust Co | 4,759 | $302.9K | 0.02% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,768 | $303.5K | 0.04% | +842+21.4% | Added |
| Financial Engines Advisors L.L.C. | 4,746 | $303.9K | 0.00% | +758+19.0% | Added |
| Private Management Group Inc | 4,783 | $304.5K | 0.01% | −294−5.8% | Reduced |
| Financial Strategies Group, Inc. | 4,876 | $305.7K | 0.08% | −20−0.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 4,814 | $306.0K | 0.02% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 4,808 | $306.0K | 0.13% | −443−8.4% | Reduced |
| Augustine Asset Management Inc | 4,815 | $306.5K | 0.12% | +46+1.0% | Added |
| waypoint wealth counsel | 4,820 | $306.8K | 0.23% | +40+0.8% | Added |
| Kuhn & Co Investment Counsel | 4,824 | $307.0K | 0.28% | +10.0% | Added |
| Instrumental Wealth, LLC | 4,648 | $307.1K | 0.32% | +55+1.2% | Added |
| Solidarilty Wealth, LLC | 4,829 | $307.4K | 0.09% | −770−13.8% | Reduced |
| TCI Wealth Advisors, Inc. | 4,844 | $308.3K | 0.03% | +141+3.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 4,849 | $308.6K | 0.10% | +1,044+27.4% | Added |
| ORG Partners LLC | 4,873 | $308.9K | 0.04% | +4,691+2,577.5% | Added |
| Sachetta, LLC | 4,564 | $308.9K | 0.13% | +105+2.4% | Added |
| Sawgrass Asset Management LLC | 4,856 | $309.1K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,856 | $309.1K | 0.10% | −31−0.6% | Reduced |
| Fort Point Capital Partners LLC | 4,863 | $309.5K | 0.04% | +33+0.7% | Added |
| Cultivar Capital, Inc. | 4,868 | $309.8K | 0.26% | −340−6.5% | Reduced |
| Well Done, LLC | 4,873 | $310.2K | 0.06% | +400+8.9% | Added |
| Unionview, LLC | 4,874 | $310.2K | 0.25% | +15+0.3% | Added |
| Sentinus, LLC | 4,874 | $310.3K | 0.10% | +1,084+28.6% | Added |
| Tennessee Valley Asset Management Partners | 4,875 | $310.3K | 0.06% | +4,875 | New |
| Redmond Asset Management, LLC | 4,877 | $310.4K | 0.10% | +239+5.2% | Added |
| Fort, L.P. | 4,883 | $310.8K | 0.80% | +236+5.1% | Added |
| Hoxton Planning & Management, LLC | 4,889 | $311.2K | 0.14% | −884−15.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,896 | $311.6K | 0.16% | +512+11.7% | Added |
| Community Financial Services Group, LLC | 4,899 | $311.8K | 0.07% | −61,643−92.6% | Reduced |
| Trust Investment Advisors | 4,899 | $311.8K | 0.20% | +4,899 | New |
| Joule Financial, LLC | 4,867 | $312.2K | 0.13% | +167+3.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,967 | $312.7K | 0.16% | +236+5.0% | Added |
| Wambolt & Associates, LLC | 4,955 | $313.6K | 0.09% | −626−11.2% | Reduced |
| Redwood Investment Management, LLC | 4,718 | $314.0K | 0.03% | +910+23.9% | Added |
| MMBG Investment Advisors Co. | 4,934 | $314.0K | 0.03% | −8,850−64.2% | Reduced |
| TrueWealth Advisors, LLC | 4,942 | $314.6K | 0.12% | +963+24.2% | Added |
| Bullock Wealth Management Group | 5,000 | $316.4K | 0.21% | +228+4.8% | Added |
| Southern Capital Advisors, LLC | 4,973 | $316.5K | 0.20% | −12−0.2% | Reduced |
| General Partner, Inc. | 4,985 | $317.3K | 0.20% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,998 | $318.1K | 0.01% | −147−2.9% | Reduced |
| Keebeck Wealth Management, LLC | 4,964 | $318.4K | 0.05% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,015 | $319.2K | 0.16% | −1,518−23.2% | Reduced |
| Concentric Wealth Management, LLC | 5,019 | $319.5K | 0.08% | +16+0.3% | Added |
| Holistic Planning, LLC | 5,222 | $319.5K | 0.25% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 12,685 | $319.8K | 0.12% | +12,685 | New |
| Florida Financial Advisors, LLC | 5,027 | $320.0K | 0.19% | −22−0.4% | Reduced |
| Merriman Wealth Management, LLC | 5,016 | $320.2K | 0.01% | +59+1.2% | Added |
| Arvest Trust Co N A | 5,041 | $320.9K | 0.02% | −134−2.6% | Reduced |
| Pring Turner Capital Group Inc | 5,043 | $321.0K | 0.22% | −20−0.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,250 | $321.2K | 0.18% | −223−4.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,059 | $322.0K | 0.13% | +20+0.4% | Added |
| Girard Partners Ltd. | 5,065 | $322.4K | 0.03% | −200−3.8% | Reduced |
| Sterling Wealth Management, Inc. | 5,079 | $323.3K | 0.15% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 5,081 | $323.4K | 0.25% | 00.0% | Unchanged |
| Orion Investment Co | 5,083 | $323.5K | 0.13% | +5,083 | New |
| Fidelity D & D Bancorp Inc | 5,092 | $324.1K | 0.25% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 5,094 | $324.3K | 0.27% | −311−5.8% | Reduced |
| WealthPlan Investment Management, LLC | 5,106 | $325.0K | 0.05% | +32+0.6% | Added |
| Beacon Capital Management, LLC | 5,106 | $325.0K | 0.06% | −183−3.5% | Reduced |
| Saranac Partners Ltd | 5,107 | $325.1K | 0.19% | −1,915−27.3% | Reduced |
| Traveka Wealth, LLC | 5,108 | $325.1K | 0.16% | −84−1.6% | Reduced |
| Wela Strategies, Inc. | 5,113 | $325.4K | 0.15% | +672+15.1% | Added |
| Horan Capital Advisors, LLC. | 5,117 | $325.7K | 0.11% | −113−2.2% | Reduced |
| Rosenberg Matthew Hamilton | 5,166 | $326.9K | 0.10% | −588−10.2% | Reduced |
| Buckhead Capital Management LLC | 5,149 | $327.7K | 0.11% | −66−1.3% | Reduced |
| Maripau Wealth Management LLC | 5,111 | $327.8K | 0.22% | +283+5.9% | Added |
| Aspect Partners, LLC | 5,172 | $329.2K | 0.20% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 5,175 | $329.4K | 0.15% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 5,177 | $329.5K | 0.05% | +1,032+24.9% | Added |
| Independent Wealth Network Inc. | 5,178 | $329.6K | 0.15% | −252−4.6% | Reduced |
| Arbor Investment Advisors, LLC | 5,189 | $330.3K | 0.05% | −111−2.1% | Reduced |