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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 48,699 | $3.10M | 0.79% | −2,235−4.4% | Reduced |
| Gould Capital, LLC | 48,699 | $3.10M | 2.19% | −672−1.4% | Reduced |
| Prelude Capital Management, LLC | 48,616 | $3.09M | 0.26% | +40,736+517.0% | Added |
| Donaldson Capital Management, LLC | 48,575 | $3.09M | 0.13% | −441−0.9% | Reduced |
| Hikari Power Ltd | 48,400 | $3.08M | 0.28% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 48,403 | $3.08M | 0.72% | −857−1.7% | Reduced |
| Bayesian Capital Management, LP | 48,300 | $3.07M | 0.35% | +48,300 | New |
| Foundations Investment Advisors, LLC | 48,157 | $3.07M | 0.07% | +860+1.8% | Added |
| Gillespie Robinson & Grimm Inc | 48,037 | $3.06M | 0.25% | −302−0.6% | Reduced |
| Great Valley Advisor Group, Inc. | 48,012 | $3.06M | 0.09% | −47,603−49.8% | Reduced |
| Tyche Wealth Partners LLC | 47,902 | $3.05M | 0.74% | −1,549−3.1% | Reduced |
| Baldwin Brothers Inc | 47,863 | $3.05M | 0.24% | −265−0.6% | Reduced |
| Janney Capital Management LLC | 47,570 | $3.03M | 0.21% | −2,218−4.5% | Reduced |
| NBC Securities, Inc. | 47,393 | $3.02M | 0.27% | −1,237−2.5% | Reduced |
| Profund Advisors LLC | 47,306 | $3.01M | 0.11% | −1,035−2.1% | Reduced |
| Boston Family Office LLC | 47,235 | $3.01M | 0.22% | −239−0.5% | Reduced |
| Two Sigma Investments, LP | 47,200 | $3.00M | 0.01% | −1,328,418−96.6% | Reduced |
| Jennison Associates LLC | 47,112 | $3.00M | 0.00% | −450−0.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 46,910 | $2.99M | 0.03% | 00.0% | Unchanged |
| Trust Co of Virginia | 46,825 | $2.98M | 0.28% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 46,711 | $2.97M | 0.26% | +402+0.9% | Added |
| First PREMIER Bank | 46,638 | $2.97M | 0.79% | −1,420−3.0% | Reduced |
| Veritas Asset Management LLP | 46,387 | $2.95M | 0.02% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 46,180 | $2.94M | 1.53% | −736−1.6% | Reduced |
| Ancora Advisors, LLC | 46,099 | $2.93M | 0.07% | −429−0.9% | Reduced |
| Country Club Bank | 45,829 | $2.93M | 0.20% | −2,574−5.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 45,927 | $2.92M | 1.70% | −165−0.4% | Reduced |
| Insigneo Advisory Services, LLC | 42,827 | $2.92M | 0.33% | −2,551−5.6% | Reduced |
| Main Street Financial Solutions, LLC | 45,812 | $2.92M | 0.27% | +2,893+6.7% | Added |
| Violich Capital Management, Inc. | 45,747 | $2.91M | 0.39% | −300−0.7% | Reduced |
| Gables Capital Management Inc. | 45,668 | $2.91M | 1.52% | −800−1.7% | Reduced |
| Legacy Advisors, LLC | 45,449 | $2.89M | 0.35% | +16,192+55.3% | Added |
| United Community Bank | 45,072 | $2.87M | 1.16% | −871−1.9% | Reduced |
| Harbour Investment Management LLC | 44,940 | $2.86M | 1.32% | +251+0.6% | Added |
| Change Path, LLC | 44,881 | $2.86M | 0.14% | −33,002−42.4% | Reduced |
| Trustco Bank Corp N Y | 44,813 | $2.85M | 3.03% | −146−0.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 44,795 | $2.85M | 0.59% | +44,795 | New |
| Quadrant Capital Group LLC | 44,753 | $2.85M | 0.21% | +3,331+8.0% | Added |
| Nebula Research & Development LLC | 44,284 | $2.82M | 0.46% | +44,284 | New |
| Mill Capital Management, LLC | 44,118 | $2.81M | 0.23% | −2,559−5.5% | Reduced |
| Cape Investment Advisory, Inc. | 44,096 | $2.81M | 1.26% | +26,951+157.2% | Added |
| Inscription Capital, LLC | 44,044 | $2.80M | 0.45% | −5,185−10.5% | Reduced |
| Perennial Investment Advisors, LLC | 44,038 | $2.80M | 0.40% | +161+0.4% | Added |
| Hancock Whitney Corp | 43,976 | $2.80M | 0.10% | −13,046−22.9% | Reduced |
| Western Wealth Management, LLC | 43,922 | $2.80M | 0.21% | −740−1.7% | Reduced |
| Northcape Wealth Management, LLC | 43,905 | $2.79M | 1.01% | +1,630+3.9% | Added |
| Providence Capital Advisors, LLC | 43,807 | $2.79M | 0.61% | +544+1.3% | Added |
| Busey Wealth Management | 43,757 | $2.79M | 0.10% | +838+2.0% | Added |
| Catalina Capital Group, LLC | 43,757 | $2.79M | 1.06% | +1,212+2.8% | Added |
| IFP Advisors, Inc | 43,452 | $2.77M | 0.11% | +1,257+3.0% | Added |
| First National Trust Co | 43,393 | $2.76M | 0.11% | +628+1.5% | Added |
| Kingswood Wealth Advisors, LLC | 43,372 | $2.76M | 0.25% | +2,508+6.1% | Added |
| Meridian Wealth Advisors, LLC | 43,237 | $2.75M | 0.49% | +24,361+129.1% | Added |
| Portfolio Design Labs, LLC | 43,194 | $2.75M | 0.85% | +3,640+9.2% | Added |
| Chickasaw Capital Management LLC | 43,097 | $2.74M | 0.12% | −80−0.2% | Reduced |
| LongView Wealth Management | 43,061 | $2.74M | 1.01% | +8,661+25.2% | Added |
| Aptus Capital Advisors, LLC | 43,052 | $2.74M | 0.05% | −1,259−2.8% | Reduced |
| Palisade Asset Management, LLC | 42,821 | $2.73M | 0.28% | −5,515−11.4% | Reduced |
| Jmac Enterprises LLC | 42,798 | $2.72M | 0.48% | +79+0.2% | Added |
| Wedmont Private Capital | 42,744 | $2.72M | 0.17% | +6,455+17.8% | Added |
| Grandfield & Dodd, LLC | 42,709 | $2.72M | 0.17% | −2,000−4.5% | Reduced |
| Boston Financial Mangement LLC | 42,641 | $2.71M | 0.09% | +1,618+3.9% | Added |
| Raab & Moskowitz Asset Management LLC | 42,630 | $2.71M | 0.74% | −830−1.9% | Reduced |
| Truvestments Capital LLC | 42,624 | $2.71M | 1.08% | +3,831+9.9% | Added |
| Ethic Inc. | 42,577 | $2.71M | 0.06% | +9,158+27.4% | Added |
| LRI Investments, LLC | 42,575 | $2.71M | 0.31% | +6,775+18.9% | Added |
| Cornerstone Enterprises, LLC | 42,545 | $2.71M | 1.80% | −486−1.1% | Reduced |
| Citadel Investment Advisory, Inc. | 42,528 | $2.71M | 1.54% | −275−0.6% | Reduced |
| Azzad Asset Management Inc | 42,407 | $2.70M | 0.32% | +160+0.4% | Added |
| Naviter Wealth, LLC | 41,946 | $2.69M | 0.40% | −1,246−2.9% | Reduced |
| Signet Investment Advisory Group, Inc. | 42,162 | $2.68M | 1.44% | +490+1.2% | Added |
| SS&H Financial Advisors, Inc. | 42,056 | $2.68M | 1.04% | −1,450−3.3% | Reduced |
| Syon Capital LLC | 41,930 | $2.67M | 0.25% | +1,795+4.5% | Added |
| Marino, Stram & Associates LLC | 41,861 | $2.66M | 0.65% | −248−0.6% | Reduced |
| Yeomans Consulting Group, Inc. | 41,812 | $2.66M | 1.03% | +4,169+11.1% | Added |
| Leelyn Smith, LLC | 41,810 | $2.66M | 0.51% | −86−0.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 41,771 | $2.66M | 1.16% | +3,020+7.8% | Added |
| Mattson Financial Services, LLC | 41,412 | $2.64M | 0.94% | +41,412 | New |
| Jaffetilchin Investment Partners, LLC | 41,297 | $2.63M | 0.22% | +508+1.2% | Added |
| Tompkins Financial Corp | 41,294 | $2.63M | 0.28% | −29−0.1% | Reduced |
| Private Trust Co NA | 41,292 | $2.63M | 0.28% | +2,751+7.1% | Added |
| Field & Main Bank | 41,284 | $2.63M | 0.98% | +300+0.7% | Added |
| Palumbo Wealth Management LLC | 41,210 | $2.62M | 1.11% | +4,611+12.6% | Added |
| Nilsine Partners, LLC | 41,166 | $2.62M | 0.35% | +3,694+9.9% | Added |
| Dudley Capital Management, LLC | 41,049 | $2.61M | 1.46% | 00.0% | Unchanged |
| Verity & Verity, LLC | 41,037 | $2.61M | 0.28% | −1,875−4.4% | Reduced |
| Cigna Investments Inc | 40,888 | $2.60M | 0.49% | −643−1.5% | Reduced |
| Heritage Trust Co | 40,773 | $2.60M | 0.34% | −66−0.2% | Reduced |
| Worldquant Millennium Advisors LLC | 40,767 | $2.59M | 0.02% | −406,376−90.9% | Reduced |
| Brevan Howard Capital Management LP | 40,715 | $2.59M | 0.17% | +34,462+551.1% | Added |
| River & Mercantile Asset Management LLP | 40,687 | $2.59M | 0.71% | −563−1.4% | Reduced |
| Capstone Triton Financial Group, LLC | 40,609 | $2.58M | 1.81% | +1,271+3.2% | Added |
| Lynx Capital Group Ltd | 40,591 | $2.58M | 1.79% | −32−0.1% | Reduced |
| Axiom Advisory, LLC | 41,738 | $2.58M | 0.03% | +41,738 | New |
| Sterling Investment Counsel, LLC | 40,508 | $2.58M | 1.01% | −893−2.2% | Reduced |
| Campbell Capital Management Inc | 40,508 | $2.58M | 1.11% | +50+0.1% | Added |
| Wealthcare Advisory Partners LLC | 40,438 | $2.57M | 0.08% | +1,804+4.7% | Added |
| Shoker Investment Counsel, Inc. | 40,375 | $2.57M | 0.91% | +2,625+7.0% | Added |
| Harbour Investments, Inc. | 40,306 | $2.57M | 0.09% | +2,326+6.1% | Added |
| Evergreen Capital Management LLC | 39,992 | $2.56M | 0.09% | +4,999+14.3% | Added |