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 |
|---|---|---|---|---|---|
| Spirepoint Private Client, LLC | 6,970 | $443.6K | 0.06% | −241−3.3% | Reduced |
| Five Oceans Advisors | 6,972 | $443.8K | 0.23% | −1,212−14.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,974 | $443.9K | 0.10% | −4,280−38.0% | Reduced |
| CWS Financial Advisors, LLC | 6,988 | $444.8K | 0.17% | +13+0.2% | Added |
| Marotta Asset Management | 7,036 | $445.2K | 0.09% | +223+3.3% | Added |
| Global X Japan Co., Ltd. | 6,997 | $445.4K | 0.06% | −21−0.3% | Reduced |
| Pegasus Partners Ltd. | 6,997 | $445.4K | 0.04% | 00.0% | Unchanged |
| Cadinha & Co LLC | 6,999 | $445.5K | 0.08% | −925−11.7% | Reduced |
| Keating Investment Counselors Inc | 7,000 | $445.6K | 0.14% | −6,500−48.1% | Reduced |
| Vista Wealth Management Group, LLC | 7,004 | $445.8K | 0.03% | +635+10.0% | Added |
| Semus Wealth Partners LLC | 7,041 | $448.1K | 0.35% | −719−9.3% | Reduced |
| Global Financial Private Client, LLC | 7,042 | $448.2K | 0.19% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 7,077 | $448.4K | 0.18% | −625−8.1% | Reduced |
| Alpha Family Trust | 7,045 | $448.4K | 0.26% | +1,245+21.5% | Added |
| Lockerman Financial Group, Inc. | 7,055 | $449.1K | 0.81% | +20.0% | Added |
| Vision Capital Management, Inc. | 7,088 | $451.2K | 0.07% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,148 | $451.4K | 0.07% | −158−2.2% | Reduced |
| Harbor Advisory Corp | 7,092 | $451.4K | 0.16% | −2,038−22.3% | Reduced |
| United Advisor Group, LLC | 7,105 | $452.2K | 0.14% | +1,359+23.7% | Added |
| ELCO Management Co., LLC | 7,106 | $452.3K | 0.26% | −235−3.2% | Reduced |
| Ssi Investment Management LLC | 7,109 | $452.5K | 0.03% | −7−0.1% | Reduced |
| Delta Investment Management, LLC | 7,114 | $452.8K | 0.10% | +283+4.1% | Added |
| Garrison Asset Management, LLC | 7,122 | $453.3K | 0.24% | +10.0% | Added |
| First National Bank | 7,124 | $453.4K | 0.34% | −253−3.4% | Reduced |
| Sutton Place Investors LLC | 7,143 | $454.7K | 0.30% | −6,946−49.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 7,093 | $454.9K | 0.23% | −362−4.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,155 | $455.4K | 0.09% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 7,192 | $457.8K | 0.38% | −6−0.1% | Reduced |
| ERTS Wealth Advisors, LLC | 7,195 | $457.9K | 0.09% | −987−12.1% | Reduced |
| Davis Investment Partners, LLC | 7,202 | $458.8K | 0.19% | 00.0% | Unchanged |
| Summitry LLC | 7,208 | $458.8K | 0.02% | −374−4.9% | Reduced |
| Charter Oak Capital Management, LLC | 7,209 | $458.9K | 0.05% | +110+1.5% | Added |
| Verus Capital Partners, LLC | 7,210 | $458.9K | 0.05% | +151+2.1% | Added |
| Marietta Wealth Management, LLC | 7,226 | $459.9K | 0.07% | +1,358+23.1% | Added |
| Fortitude Advisory Group L.L.C. | 7,238 | $460.7K | 0.28% | −3,893−35.0% | Reduced |
| Coppell Advisory Solutions LLC | 7,245 | $461.1K | 0.08% | +7,245 | New |
| Boomfish Wealth Group, LLC | 7,271 | $462.8K | 0.30% | +596+8.9% | Added |
| Quadcap Wealth Management, LLC | 7,272 | $463.0K | 0.08% | +527+7.8% | Added |
| First National Advisers, LLC | 7,287 | $463.8K | 0.08% | −11,519−61.3% | Reduced |
| Hollow Brook Wealth Management LLC | 7,289 | $463.9K | 0.16% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 7,297 | $464.5K | 0.11% | +11+0.2% | Added |
| Rollins Financial Advisors, LLC | 7,303 | $464.9K | 0.08% | +34+0.5% | Added |
| Concentric Capital Strategies, LP | 7,331 | $466.6K | 0.03% | +7,331 | New |
| TFB Advisors LLC | 7,343 | $467.4K | 0.15% | −18−0.2% | Reduced |
| Sivia Capital Partners, LLC | 7,388 | $470.3K | 0.31% | +347+4.9% | Added |
| Capital Advisors Wealth Management, LLC | 7,403 | $471.2K | 0.09% | −1,467−16.5% | Reduced |
| Beta Wealth Group, Inc. | 7,408 | $471.5K | 0.22% | +196+2.7% | Added |
| Front Street Capital Management, Inc. | 7,398 | $472.0K | 0.09% | +115+1.6% | Added |
| Canal Capital Management, LLC | 7,423 | $472.5K | 0.08% | −334−4.3% | Reduced |
| Optas, LLC | 7,425 | $472.6K | 0.12% | +1,172+18.7% | Added |
| SOA Wealth Advisors, LLC. | 7,426 | $472.6K | 0.10% | +8+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 7,375 | $473.1K | 0.03% | −170−2.3% | Reduced |
| Wallace Advisory Group, LLC | 7,446 | $473.9K | 0.34% | +315+4.4% | Added |
| W.H. Cornerstone Investments Inc. | 7,442 | $474.0K | 0.34% | +59+0.8% | Added |
| Arbor Wealth Advisors LLC | 7,447 | $474.0K | 0.47% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 7,448 | $474.1K | 0.13% | −1,679−18.4% | Reduced |
| Kelly Lawrence W & Associates Inc | 7,483 | $476.3K | 0.11% | −683−8.4% | Reduced |
| SignalPoint Asset Management, LLC | 7,510 | $478.0K | 0.13% | −370−4.7% | Reduced |
| Pettee Investors, Inc. | 7,516 | $478.4K | 0.23% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,465 | $478.8K | 0.05% | +130+1.8% | Added |
| ForthRight Wealth Management, LLC | 7,525 | $479.0K | 0.17% | +4+0.1% | Added |
| Rocky Mountain Advisers, LLC | 7,546 | $480.3K | 0.16% | −756−9.1% | Reduced |
| Rise Advisors, LLC | 7,548 | $480.4K | 0.25% | +444+6.3% | Added |
| Cary Street Partners Asset Management LLC | 7,566 | $481.6K | 0.07% | +1,286+20.5% | Added |
| Savvy Advisors, Inc. | 7,571 | $481.9K | 0.16% | +1,897+33.4% | Added |
| One Capital Management, LLC | 7,574 | $482.1K | 0.02% | +7,574 | New |
| Wealth Dimensions Group, Ltd. | 7,575 | $482.1K | 0.14% | −218−2.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,597 | $483.6K | 0.13% | +154+2.1% | Added |
| Spirit of America Management Corp | 7,600 | $483.7K | 0.10% | −300−3.8% | Reduced |
| Hedges Asset Management LLC | 7,600 | $483.7K | 0.35% | 00.0% | Unchanged |
| Knott David M Jr | 7,600 | $484.0K | 0.19% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 7,611 | $484.4K | 0.07% | +7,611 | New |
| Aft, Forsyth & Company, Inc. | 7,624 | $485.3K | 0.25% | +925+13.8% | Added |
| Greenspring Advisors, LLC | 7,650 | $486.9K | 0.12% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 7,639 | $487.2K | 0.25% | −7,124−48.3% | Reduced |
| Laffer Tengler Investments | 7,657 | $487.4K | 0.11% | +10.0% | Added |
| Mystic Asset Management, Inc. | 7,663 | $487.8K | 0.20% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 7,684 | $489.1K | 0.39% | +334+4.5% | Added |
| Kapstone Financial Advisors LLC | 7,684 | $489.1K | 0.32% | +448+6.2% | Added |
| apricus wealth, LLC | 7,699 | $490.1K | 0.35% | +781+11.3% | Added |
| Pacitti Group Inc. | 7,650 | $490.4K | 0.26% | +5+0.1% | Added |
| Breakwater Capital Group | 7,717 | $491.2K | 0.11% | −560−6.8% | Reduced |
| Marex Group plc | 7,725 | $491.7K | 0.01% | +2,975+62.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,746 | $493.0K | 0.17% | −20.0% | Reduced |
| Abel Hall, LLC | 7,749 | $493.2K | 0.35% | +128+1.7% | Added |
| Notis-McConarty Edward | 7,760 | $493.9K | 0.19% | −540−6.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 7,768 | $494.5K | 0.18% | +535+7.4% | Added |
| Revisor Wealth Management LLC | 7,834 | $498.6K | 0.35% | −6,415−45.0% | Reduced |
| Strait & Sound Wealth Management LLC | 7,834 | $498.6K | 0.25% | −367−4.5% | Reduced |
| Sand Hill Global Advisors, LLC | 7,841 | $499.1K | 0.02% | +1,063+15.7% | Added |
| Apexium Financial, LP | 7,816 | $499.1K | 0.04% | −217−2.7% | Reduced |
| Cardiff Park Advisors, LLC | 7,855 | $500.0K | 0.05% | +5+0.1% | Added |
| Second Line Capital, LLC | 7,810 | $500.9K | 0.15% | +1,221+18.5% | Added |
| Sculati Wealth Management, LLC | 7,874 | $501.2K | 0.21% | −97−1.2% | Reduced |
| True North Advisors, LLC | 7,877 | $501.4K | 0.13% | −6,385−44.8% | Reduced |
| Plotkin Financial Advisors, LLC | 7,892 | $502.3K | 0.32% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 7,901 | $502.9K | 0.07% | +512+6.9% | Added |
| Ashton Thomas Securities, LLC | 10,835 | $504.6K | 0.12% | +10,835 | New |
| Heritage Oak Wealth Advisors LLC | 7,939 | $505.3K | 0.26% | +7,939 | New |
| Fairscale Capital, LLC | 7,870 | $505.8K | 0.45% | +7,870 | New |