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
- 3,042
- +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
- 1,229 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 |
|---|---|---|---|---|---|
| Aurora Private Wealth, Inc. | 5,901 | $376.0K | 0.33% | −266−4.3% | Reduced |
| New England Capital Financial Advisors LLC | 5,918 | $376.7K | 0.21% | +12+0.2% | Added |
| Spectrum Wealth Counsel, LLC | 5,923 | $377.0K | 0.05% | 00.0% | Unchanged |
| Element Wealth, LLC | 5,945 | $378.4K | 0.21% | +836+16.4% | Added |
| Onyx Bridge Wealth Group LLC | 5,966 | $379.7K | 0.06% | +4+0.1% | Added |
| Avaii Wealth Management, LLC | 5,973 | $380.2K | 0.21% | −129−2.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,989 | $381.2K | 0.06% | +33+0.6% | Added |
| Schear Investment Advisers, LLC | 5,990 | $381.3K | 0.28% | −781−11.5% | Reduced |
| Winton Group Ltd | 6,008 | $382.4K | 0.03% | −12,198−67.0% | Reduced |
| Kessler Investment Group, LLC | 6,047 | $384.9K | 0.21% | +294+5.1% | Added |
| Brogan Financial, Inc. | 6,054 | $385.4K | 0.24% | −425−6.6% | Reduced |
| Kozak & Associates, Inc. | 6,089 | $385.6K | 0.10% | −29−0.5% | Reduced |
| Lokken Investment Group LLC | 6,066 | $386.1K | 0.18% | +28+0.5% | Added |
| Roof Eidam & Maycock | 6,085 | $387.3K | 0.11% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 6,114 | $389.2K | 0.15% | −500−7.6% | Reduced |
| Oceanside Advisors LLC | 6,127 | $390.0K | 0.32% | −117−1.9% | Reduced |
| Canopy Partners, LLC | 6,129 | $390.1K | 0.18% | +209+3.5% | Added |
| Fiducient Advisors LLC | 6,085 | $390.3K | 0.05% | −1,056−14.8% | Reduced |
| Callan Capital, LLC | 6,139 | $390.8K | 0.03% | +1,085+21.5% | Added |
| Retirement Planning Co of New England, Inc. | 6,141 | $390.9K | 0.21% | −105−1.7% | Reduced |
| Archetype Wealth Partners | 6,141 | $391.0K | 0.06% | +10.0% | Added |
| Integrated Investment Consultants, LLC | 6,398 | $391.4K | 0.11% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 6,150 | $391.4K | 0.06% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 6,156 | $391.8K | 0.08% | −1,023−14.2% | Reduced |
| Asset Planning Corporation | 6,173 | $392.9K | 0.29% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 6,177 | $393.2K | 0.05% | +45+0.7% | Added |
| Univest Financial Corp | 6,182 | $393.5K | 0.11% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6,191 | $394.1K | 0.02% | −66−1.1% | Reduced |
| Oak Asset Management, LLC | 6,204 | $394.9K | 0.14% | −4−0.1% | Reduced |
| Insight Folios Inc | 6,205 | $394.9K | 0.16% | +31+0.5% | Added |
| Gould Asset Management LLC | 6,211 | $395.3K | 0.09% | −100−1.6% | Reduced |
| Armbruster Capital Management, Inc. | 6,229 | $396.5K | 0.08% | −399−6.0% | Reduced |
| Paulson Wealth Management Inc. | 6,242 | $397.3K | 0.12% | −571−8.4% | Reduced |
| Union Savings Bank | 6,248 | $397.7K | 0.21% | +73+1.2% | Added |
| J. L. Bainbridge & Co., Inc. | 6,287 | $400.2K | 0.04% | −153−2.4% | Reduced |
| First United Bank Trust | 6,295 | $400.7K | 0.15% | −3,061−32.7% | Reduced |
| Cornercap Investment Counsel Inc | 6,296 | $400.7K | 0.07% | −111−1.7% | Reduced |
| Parisi Gray Wealth Management | 6,299 | $401.0K | 0.14% | −317−4.8% | Reduced |
| Shufro Rose & Co LLC | 6,300 | $401.0K | 0.03% | −10.0% | Reduced |
| Planning Center, Inc. | 6,329 | $402.8K | 0.05% | +19+0.3% | Added |
| Johnson Bixby & Associates, LLC | 6,355 | $404.5K | 0.07% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 6,367 | $405.3K | 0.18% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 6,382 | $406.2K | 0.11% | −500−7.3% | Reduced |
| Fiduciary Financial Group, LLC | 6,331 | $406.9K | 0.10% | +6,331 | New |
| Benchmark Financial Wealth Advisors, LLC | 6,396 | $407.1K | 0.15% | +965+17.8% | Added |
| Latitude Advisors, LLC | 6,397 | $407.2K | 0.25% | +212+3.4% | Added |
| Fragasso Group Inc. | 6,398 | $407.2K | 0.03% | −194−2.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,417 | $408.4K | 0.01% | +6,417 | New |
| Beacon Investment Advisory Services, Inc. | 6,417 | $408.4K | 0.02% | +78+1.2% | Added |
| Legacy Edge Advisors, LLC | 6,419 | $408.5K | 0.08% | +825+14.7% | Added |
| Landaas & Co | 6,432 | $409.0K | 0.12% | 00.0% | Unchanged |
| RW Investment Management LLC | 6,427 | $409.1K | 0.06% | 00.0% | Unchanged |
| Dillon & Associates Inc | 6,415 | $411.0K | 0.06% | −81−1.2% | Reduced |
| Gibson Capital, LLC | 6,488 | $413.0K | 0.09% | −550−7.8% | Reduced |
| Fulcrum Capital LLC | 6,500 | $413.7K | 0.09% | 00.0% | Unchanged |
| AXS Investments LLC | 6,512 | $414.5K | 0.12% | −327−4.8% | Reduced |
| Bruce G. Allen Investments, LLC | 6,516 | $414.7K | 0.35% | +62+1.0% | Added |
| Granite Investment Partners, LLC | 6,529 | $415.6K | 0.02% | 00.0% | Unchanged |
| Sunpointe, LLC | 6,497 | $416.7K | 0.27% | +694+12.0% | Added |
| James J. Burns & Company, LLC | 6,544 | $417.0K | 0.08% | +2,006+44.2% | Added |
| Private Capital Management LLC | 6,570 | $418.2K | 0.08% | +118+1.8% | Added |
| Quantum Financial Advisors, LLC | 6,579 | $418.8K | 0.07% | +560+9.3% | Added |
| KKM Financial LLC | 6,589 | $418.9K | 0.20% | 00.0% | Unchanged |
| Sentry LLC | 6,588 | $419.4K | 0.08% | +10.0% | Added |
| BCJ Capital Management, LLC | 6,611 | $420.8K | 0.03% | −910−12.1% | Reduced |
| Options Solutions, LLC | 6,623 | $421.6K | 0.25% | 00.0% | Unchanged |
| Foster & Motley Inc | 6,625 | $422.0K | 0.03% | +1,026+18.3% | Added |
| Sanders Morris Harris LLC | 6,631 | $422.1K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 6,655 | $423.6K | 0.06% | −220−3.2% | Reduced |
| Prentiss Smith & Co Inc | 6,661 | $424.0K | 0.30% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 6,666 | $424.3K | 0.24% | −447−6.3% | Reduced |
| Howard Financial Services, Ltd. | 6,683 | $425.4K | 0.07% | +145+2.2% | Added |
| Sage Private Wealth Group, LLC | 6,695 | $426.2K | 0.36% | −611−8.4% | Reduced |
| Invenio Wealth Partners LLC | 6,712 | $427.2K | 0.21% | −325−4.6% | Reduced |
| Wealth Architects, LLC | 6,713 | $427.3K | 0.05% | +112+1.7% | Added |
| Morris Financial Concepts, Inc. | 6,727 | $428.2K | 0.20% | −210−3.0% | Reduced |
| Kaydan Wealth Management, Inc. | 6,726 | $428.2K | 0.15% | +119+1.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,730 | $428.4K | 0.01% | −248−3.6% | Reduced |
| Brown Shipley& Co Ltd | 6,736 | $428.7K | 0.19% | −20−0.3% | Reduced |
| Sym Financial Corp | 6,753 | $429.8K | 0.07% | −79−1.2% | Reduced |
| Ellenbecker Investment Group | 6,768 | $430.8K | 0.09% | −171−2.5% | Reduced |
| Lebenthal Global Advisors, LLC | 6,770 | $430.9K | 0.09% | +957+16.5% | Added |
| Johnson Financial Group, Inc. | 6,728 | $431.5K | 0.02% | +4,007+147.3% | Added |
| Annex Advisory Services, LLC | 6,789 | $432.1K | 0.02% | +467+7.4% | Added |
| Eqis Capital Management, Inc. | 6,795 | $432.5K | 0.04% | +1,399+25.9% | Added |
| Investment Partners Asset Management, Inc. | 6,806 | $433.2K | 0.39% | +250+3.8% | Added |
| Cooper/Haims Advisors, LLC | 6,807 | $433.2K | 0.24% | −598−8.1% | Reduced |
| Provident Wealth Management, LLC | 6,817 | $433.9K | 0.16% | 00.0% | Unchanged |
| KWMG, LLC | 6,827 | $434.6K | 0.05% | 00.0% | Unchanged |
| American Financial & Tax Strategies Inc | 6,844 | $435.6K | 0.23% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,871 | $437.3K | 0.12% | +149+2.2% | Added |
| Klingman & Associates, LLC | 6,872 | $437.4K | 0.03% | +8+0.1% | Added |
| Cedrus LLC | 6,882 | $438.1K | 0.22% | −170−2.4% | Reduced |
| Clarus Group, Inc. | 6,887 | $438.4K | 0.19% | −2,539−26.9% | Reduced |
| Bill Few Associates, Inc. | 6,911 | $439.9K | 0.17% | +84+1.2% | Added |
| Gibbs Wealth Management | 6,919 | $440.4K | 0.18% | +1,076+18.4% | Added |
| Key Client Fiduciary Advisors, LLC | 6,929 | $441.0K | 0.22% | +67+1.0% | Added |
| M. Kraus & Co | 6,940 | $441.7K | 0.14% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6,936 | $442.7K | 0.09% | +915+15.2% | Added |
| Resonant Capital Advisors, LLC | 6,917 | $443.5K | 0.04% | +1,252+22.1% | Added |