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 |
|---|---|---|---|---|---|
| Orleans Capital Management Corp | 5,199 | $330.9K | 0.21% | −100−1.9% | Reduced |
| Optivise Advisory Services LLC | 5,206 | $331.4K | 0.18% | +5,206 | New |
| BKM Wealth Management, LLC | 4,176 | $331.4K | 0.16% | −4,030−49.1% | Reduced |
| Better Money Decisions, LLC | 5,208 | $331.5K | 0.25% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 5,216 | $331.9K | 0.24% | +94+1.8% | Added |
| Schmidt P J Investment Management Inc | 5,223 | $332.4K | 0.06% | −1,200−18.7% | Reduced |
| Beacon Financial Strategies CORP | 5,223 | $332.4K | 0.24% | −55−1.0% | Reduced |
| Strategic Financial Services, Inc, | 5,244 | $333.8K | 0.02% | −1,400−21.1% | Reduced |
| Silvant Capital Management LLC | 5,209 | $334.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,262 | $334.9K | 0.12% | +10.0% | Added |
| Carmel Capital Partners, LLC | 5,266 | $335.2K | 0.14% | +520+11.0% | Added |
| Lyell Wealth Management, LP | 5,275 | $335.8K | 0.03% | −994−15.9% | Reduced |
| Tillman Hartley LLC | 5,275 | $335.8K | 0.11% | 00.0% | Unchanged |
| Elevatus Welath Management | 5,284 | $336.3K | 0.13% | +5,284 | New |
| Archford Capital Strategies, LLC | 5,288 | $336.6K | 0.05% | −137−2.5% | Reduced |
| RKL Wealth Management LLC | 5,291 | $336.8K | 0.03% | +949+21.9% | Added |
| Miller Investment Management, LP | 5,292 | $336.8K | 0.04% | 00.0% | Unchanged |
| HC Advisors, LLC | 5,293 | $336.9K | 0.31% | −18,521−77.8% | Reduced |
| All Terrain Financial Advisors, LLC | 5,300 | $337.3K | 0.14% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,300 | $337.4K | 0.09% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 5,309 | $337.9K | 0.08% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 5,314 | $338.0K | 0.17% | −620−10.4% | Reduced |
| Burkett Financial Services, LLC | 5,310 | $338.0K | 0.17% | −68−1.3% | Reduced |
| Nottingham Advisors, Inc. | 5,311 | $338.0K | 0.04% | +5,311 | New |
| Global Assets Advisory, LLC | 5,319 | $338.5K | 0.54% | −296,673−98.2% | Reduced |
| Selective Wealth Management, Inc. | 5,401 | $338.6K | 0.15% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 5,344 | $340.1K | 0.13% | +390+7.9% | Added |
| Eight 31 Financial LLC | 5,352 | $340.7K | 0.26% | −6,983−56.6% | Reduced |
| Next Level Private LLC | 5,355 | $340.8K | 0.16% | +84+1.6% | Added |
| First Interstate Bank | 5,355 | $340.8K | 0.02% | −800−13.0% | Reduced |
| Ade, LLC | 5,358 | $341.1K | 0.23% | +270+5.3% | Added |
| Country Trust Bank | 5,359 | $341.1K | 0.01% | −894−14.3% | Reduced |
| Foster Group, Inc. | 5,369 | $341.7K | 0.01% | +967+22.0% | Added |
| Borer Denton & Associates, Inc. | 5,372 | $341.9K | 0.12% | −3,539−39.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,382 | $342.6K | 0.03% | −136−2.5% | Reduced |
| Advisors Preferred, LLC | 5,426 | $343.4K | 0.06% | −1,032−16.0% | Reduced |
| Jacobsen Capital Management | 5,395 | $343.4K | 0.15% | +618+12.9% | Added |
| Sippican Capital Advisors | 5,399 | $343.6K | 0.27% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 5,413 | $344.5K | 0.17% | +91+1.7% | Added |
| Colony Family Offices, LLC | 5,379 | $345.0K | 0.11% | −4−0.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,407 | $345.0K | 0.01% | −7,904−59.4% | Reduced |
| Pacific Center for Financial Services | 5,425 | $345.3K | 0.10% | −396−6.8% | Reduced |
| JFG Wealth Management, LLC | 5,437 | $346.1K | 0.10% | +5,437 | New |
| SYSTM Wealth Solutions LLC | 5,418 | $346.3K | 0.08% | −835−13.4% | Reduced |
| Cascade Financial Partners, LLC | 5,449 | $346.8K | 0.05% | −998−15.5% | Reduced |
| Two Sigma Securities, LLC | 5,451 | $347.0K | 0.02% | +5,451 | New |
| WCM Investment Management, LLC | 5,429 | $347.0K | 0.00% | +5,429 | New |
| Tradition Wealth Management, LLC | 5,481 | $348.9K | 0.03% | +47+0.9% | Added |
| Kellett Schaffner Wealth Advisors LLC | 5,501 | $350.1K | 0.28% | +9+0.2% | Added |
| Triad Wealth Partners, LLC | 5,501 | $350.1K | 0.18% | +1,226+28.7% | Added |
| Frisch Financial Group, Inc. | 5,508 | $351.0K | 0.11% | +6+0.1% | Added |
| Balboa Wealth Partners | 5,538 | $352.5K | 0.09% | +2,025+57.6% | Added |
| Sage Rhino Capital LLC | 5,540 | $352.6K | 0.08% | +1,079+24.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,546 | $353.0K | 0.33% | −211−3.7% | Reduced |
| Souders Financial Advisors | 5,565 | $354.2K | 0.05% | −8,628−60.8% | Reduced |
| Investmark Advisory Group LLC | 5,574 | $354.8K | 0.19% | −53−0.9% | Reduced |
| Koss-Olinger Consulting, LLC | 5,573 | $355.0K | 0.03% | +5,573 | New |
| Pension & Wealth Management Advisors, Inc. | 5,578 | $355.1K | 0.20% | +39+0.7% | Added |
| Walker Asset Management, LLC | 5,592 | $355.9K | 0.24% | +19+0.3% | Added |
| Viewpoint Capital Management LLC | 5,593 | $356.0K | 0.22% | +3+0.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 5,592 | $356.0K | 0.01% | −201−3.5% | Reduced |
| SAM Advisors, LLC | 5,599 | $356.4K | 0.13% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,605 | $356.7K | 0.04% | +683+13.9% | Added |
| First Affirmative Financial Network | 5,610 | $357.0K | 0.25% | +809+16.9% | Added |
| Total Investment Management Inc | 5,614 | $357.3K | 0.05% | −44−0.8% | Reduced |
| Financial Partners Group, Inc | 5,628 | $358.2K | 0.06% | +36+0.6% | Added |
| Global Trust Asset Management, LLC | 5,634 | $358.6K | 0.14% | −574−9.2% | Reduced |
| Adalta Capital Management LLC | 5,625 | $360.8K | 0.20% | 00.0% | Unchanged |
| Security Financial Services, INC. | 5,669 | $360.8K | 0.08% | +9+0.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,674 | $361.1K | 0.14% | +5,674 | New |
| Red Wave Investments LLC | 5,688 | $362.1K | 0.13% | +15+0.3% | Added |
| John G Ullman & Associates Inc | 5,689 | $362.1K | 0.06% | −2,622−31.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 5,704 | $363.0K | 0.04% | +2,226+64.0% | Added |
| Monticello Wealth Management, LLC | 5,706 | $363.2K | 0.03% | +10.0% | Added |
| Valley National Advisers Inc | 5,726 | $364.0K | 0.05% | −368−6.0% | Reduced |
| FFT Wealth Management LLC | 5,720 | $364.1K | 0.03% | +12+0.2% | Added |
| Allen Capital Group, LLC | 5,729 | $364.7K | 0.05% | +595+11.6% | Added |
| Horizon Kinetics Asset Management LLC | 5,740 | $365.4K | 0.01% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,747 | $365.8K | 0.22% | −1,029−15.2% | Reduced |
| Doheny Asset Management | 5,758 | $366.0K | 0.26% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,747 | $366.0K | 0.03% | +3,038+112.1% | Added |
| Acropolis Investment Management, LLC | 5,756 | $366.4K | 0.02% | +408+7.6% | Added |
| Brightwater Advisory LLC | 5,762 | $366.8K | 0.28% | −171−2.9% | Reduced |
| Fernwood Investment Management, LLC | 5,773 | $367.5K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 5,777 | $367.7K | 0.14% | −166−2.8% | Reduced |
| BancFirst Trust & Investment Management | 5,758 | $368.0K | 0.17% | +205+3.7% | Added |
| KLCM Advisors, Inc. | 5,783 | $368.1K | 0.05% | +78+1.4% | Added |
| Zuckerman Investment Group, LLC | 5,788 | $368.4K | 0.04% | +620+12.0% | Added |
| Acorns Advisers, LLC | 5,803 | $369.0K | 0.00% | +1,412+32.2% | Added |
| Circle Wealth Management, LLC | 5,800 | $369.1K | 0.01% | −2,987−34.0% | Reduced |
| Wealth Management Associates, Inc. | 5,805 | $369.5K | 0.17% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 5,806 | $369.6K | 0.26% | +153+2.7% | Added |
| Rede Wealth, LLC | 5,807 | $369.6K | 0.34% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,809 | $369.7K | 0.08% | −510−8.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 5,823 | $371.0K | 0.02% | +5,823 | New |
| First Citizens Financial Corp | 5,850 | $372.4K | 0.22% | −170−2.8% | Reduced |
| Garrett Investment Advisors LLC | 5,853 | $372.5K | 0.04% | −48−0.8% | Reduced |
| Fortis Group Advisors, LLC | 5,873 | $373.8K | 0.07% | +993+20.3% | Added |
| Camden National Bank | 5,883 | $374.5K | 0.06% | −15−0.3% | Reduced |
| West Oak Capital, LLC | 5,892 | $375.0K | 0.15% | 00.0% | Unchanged |