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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 40,221 | $2.56M | 0.17% | −10,533−20.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 40,163 | $2.56M | 0.81% | −653−1.6% | Reduced |
| Portside Wealth Group, LLC | 40,151 | $2.56M | 0.49% | −1,836−4.4% | Reduced |
| JT Stratford LLC | 40,141 | $2.55M | 0.47% | +2,762+7.4% | Added |
| Holderness Investments Co | 40,139 | $2.55M | 0.60% | −655−1.6% | Reduced |
| Crestline Management, LP | 40,004 | $2.55M | 0.20% | +40,004 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,811 | $2.53M | 1.05% | −5,786−12.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 39,784 | $2.53M | 0.02% | −79,470−66.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 39,776 | $2.53M | 0.45% | −11,237−22.0% | Reduced |
| Stamos Capital Partners, L.P. | 39,710 | $2.53M | 0.54% | −1,330−3.2% | Reduced |
| St. Johns Investment Management Company, LLC | 39,562 | $2.52M | 1.20% | −407−1.0% | Reduced |
| First National Bank of Omaha | 39,539 | $2.52M | 0.17% | −57,035−59.1% | Reduced |
| Nicolet Bankshares Inc | 39,390 | $2.51M | 0.62% | +556+1.4% | Added |
| Coastal Investment Advisors, Inc. | 38,888 | $2.48M | 0.48% | −3,574−8.4% | Reduced |
| Sumitomo Life Insurance Co | 38,868 | $2.47M | 0.06% | −5,042−11.5% | Reduced |
| Boston Trust Walden Corp | 38,793 | $2.47M | 0.02% | −1,219−3.0% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 38,772 | $2.47M | 1.58% | −3,326−7.9% | Reduced |
| Independence Bank of Kentucky | 38,560 | $2.45M | 0.65% | −803−2.0% | Reduced |
| Valmark Advisers, Inc. | 38,487 | $2.45M | 0.04% | +696+1.8% | Added |
| Jag Capital Management, LLC | 38,483 | $2.45M | 0.34% | −83−0.2% | Reduced |
| Moran Wealth Management, LLC | 38,434 | $2.45M | 0.08% | +1,712+4.7% | Added |
| LBMC Investment Advisors, LLC | 38,379 | $2.44M | 0.21% | +90.0% | Added |
| Pensionmark Financial Group, LLC | 38,317 | $2.44M | 0.15% | +34,035+794.8% | Added |
| Prudential PLC | 38,309 | $2.44M | 0.02% | +12,051+45.9% | Added |
| Constitution Capital LLC | 38,209 | $2.43M | 1.28% | −225−0.6% | Reduced |
| Arete Wealth Advisors, LLC | 38,173 | $2.43M | 0.20% | −5,657−12.9% | Reduced |
| DF Dent & Co Inc | 37,837 | $2.41M | 0.03% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 35,146 | $2.41M | 0.34% | +4,645+15.2% | Added |
| First Western Trust Bank | 37,771 | $2.40M | 0.11% | −2,939−7.2% | Reduced |
| Chicago Partners Investment Group LLC | 35,410 | $2.40M | 0.09% | +6,136+21.0% | Added |
| Capital Investment Advisory Services, LLC | 37,616 | $2.39M | 0.25% | −150−0.4% | Reduced |
| Keystone Financial Planning, Inc. | 37,447 | $2.38M | 0.79% | −482−1.3% | Reduced |
| Baader Bank INC | 37,959 | $2.38M | 0.19% | +2,859+8.1% | Added |
| Allred Capital Management, LLC | 37,407 | $2.38M | 0.91% | −467−1.2% | Reduced |
| Sciencast Management LP | 37,383 | $2.38M | 0.83% | +15,591+71.5% | Added |
| RMR Wealth Builders | 37,233 | $2.37M | 0.27% | +3,038+8.9% | Added |
| LaFleur & Godfrey LLC | 37,102 | $2.36M | 0.35% | −93,892−71.7% | Reduced |
| Gifford Fong Associates | 37,000 | $2.35M | 0.62% | 00.0% | Unchanged |
| Spire Wealth Management | 36,994 | $2.35M | 0.08% | −98,826−72.8% | Reduced |
| AIA Group Ltd | 36,815 | $2.34M | 0.07% | +13,081+55.1% | Added |
| BLB&B Advisors, LLC | 36,811 | $2.34M | 0.13% | −5,931−13.9% | Reduced |
| NWF Advisory Services Inc. | 36,803 | $2.34M | 0.37% | +368+1.0% | Added |
| CVA Family Office, LLC | 36,762 | $2.34M | 0.42% | +223+0.6% | Added |
| Cacti Asset Management LLC | 36,600 | $2.34M | 0.19% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 36,708 | $2.34M | 1.14% | +525+1.5% | Added |
| United Asset Strategies, Inc. | 36,689 | $2.34M | 0.23% | +302+0.8% | Added |
| TCG Advisory Services, LLC | 36,533 | $2.33M | 0.11% | +3,221+9.7% | Added |
| Bragg Financial Advisors, Inc | 36,528 | $2.33M | 0.10% | +1,331+3.8% | Added |
| Mission Wealth Management, LP | 36,515 | $2.32M | 0.06% | +2,233+6.5% | Added |
| Kovack Advisors, Inc. | 36,495 | $2.32M | 0.26% | +235+0.6% | Added |
| Smith, Moore & Co. | 36,229 | $2.31M | 0.24% | −1,373−3.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 36,228 | $2.31M | 0.24% | −395−1.1% | Reduced |
| Independent Investors Inc | 36,225 | $2.31M | 0.51% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 36,218 | $2.31M | 0.50% | −1,384−3.7% | Reduced |
| Hills Bank & Trust Co | 36,198 | $2.30M | 0.19% | +5,917+19.5% | Added |
| Legacy Financial Advisors, Inc. | 36,159 | $2.30M | 0.41% | +434+1.2% | Added |
| Mathes Company, Inc. | 36,145 | $2.30M | 0.84% | +900+2.6% | Added |
| Brighton Jones LLC | 36,109 | $2.30M | 0.08% | +631+1.8% | Added |
| Wilkins Investment Counsel Inc | 36,038 | $2.29M | 0.34% | +1,400+4.0% | Added |
| Banco de Sabadell, S.A | 35,900 | $2.29M | 1.68% | −619−1.7% | Reduced |
| Itau Unibanco Holding S.A. | 32,672 | $2.29M | 0.09% | +10,488+47.3% | Added |
| Sweet Financial Partners, LLC | 35,896 | $2.28M | 0.52% | +3,182+9.7% | Added |
| Buckingham Strategic Partners | 35,870 | $2.28M | 0.06% | +9,528+36.2% | Added |
| TBH Global Asset Management, LLC | 35,770 | $2.28M | 0.51% | −1,288−3.5% | Reduced |
| Frank, Rimerman Advisors LLC | 35,727 | $2.27M | 0.16% | +35,540+19,005.3% | Added |
| Northstar Group, Inc. | 35,218 | $2.24M | 0.42% | −158−0.4% | Reduced |
| Advisors Management Group Inc | 35,113 | $2.23M | 0.56% | +140+0.4% | Added |
| Cypress Asset Management Inc | 34,225 | $2.23M | 0.58% | −5,432−13.7% | Reduced |
| Abacus Planning Group, Inc. | 35,082 | $2.23M | 0.43% | +1,916+5.8% | Added |
| Graypoint LLC | 35,074 | $2.23M | 0.15% | +5,722+19.5% | Added |
| Nelson Capital Management, LLC | 34,991 | $2.23M | 0.40% | +240+0.7% | Added |
| Forum Financial Management, LP | 34,985 | $2.23M | 0.04% | −872−2.4% | Reduced |
| Osborne Partners Capital Management, LLC | 34,895 | $2.22M | 0.13% | +9,050+35.0% | Added |
| Northeast Investment Management | 34,879 | $2.22M | 0.10% | −1,180−3.3% | Reduced |
| PFC Capital Group, Inc. | 34,883 | $2.22M | 1.11% | +800+2.3% | Added |
| Pathway Financial Advisers, LLC | 34,875 | $2.22M | 0.79% | +416+1.2% | Added |
| Farther Finance Advisors, LLC | 34,820 | $2.20M | 0.11% | +1,155+3.4% | Added |
| BIP Wealth, LLC | 34,513 | $2.20M | 0.18% | −534−1.5% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 34,480 | $2.19M | 3.26% | +9,913+40.4% | Added |
| Schnieders Capital Management LLC | 34,470 | $2.19M | 0.44% | −100−0.3% | Reduced |
| Northeast Financial Consultants Inc | 34,463 | $2.19M | 0.10% | −4,954−12.6% | Reduced |
| Aprio Wealth Management, LLC | 34,459 | $2.19M | 0.40% | +4,906+16.6% | Added |
| New England Research & Management, Inc. | 34,449 | $2.19M | 1.05% | −12,483−26.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,330 | $2.19M | 0.07% | +5,792+20.3% | Added |
| Thompson Investment Management, Inc. | 34,052 | $2.17M | 0.33% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 33,850 | $2.15M | 1.42% | −3,240−8.7% | Reduced |
| Flagship Harbor Advisors, LLC | 33,685 | $2.14M | 0.13% | −374−1.1% | Reduced |
| Weaver Capital Management LLC | 33,583 | $2.14M | 0.69% | +2,043+6.5% | Added |
| Roundview Capital LLC | 33,437 | $2.13M | 0.17% | −931−2.7% | Reduced |
| ICW Investment Advisors LLC | 33,416 | $2.13M | 0.97% | −506−1.5% | Reduced |
| Klingenstein Fields & Co LP | 33,265 | $2.12M | 0.09% | −1,000−2.9% | Reduced |
| Transcend Wealth Collective, LLC | 33,232 | $2.12M | 0.15% | +221+0.7% | Added |
| Invst, LLC | 33,324 | $2.11M | 0.23% | +1,645+5.2% | Added |
| Cobblestone Capital Advisors LLC | 32,992 | $2.10M | 0.13% | +59+0.2% | Added |
| Certified Advisory Corp | 32,965 | $2.10M | 0.26% | +173+0.5% | Added |
| Marks Group Wealth Management, Inc | 32,763 | $2.09M | 0.22% | −220−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 32,745 | $2.08M | 0.10% | +2,844+9.5% | Added |
| Massachusetts Wealth Management | 32,731 | $2.08M | 1.40% | +425+1.3% | Added |
| McMahon Financial Advisors, LLC | 32,713 | $2.08M | 0.45% | +862+2.7% | Added |
| Strengthening Families & Communities, LLC | 32,711 | $2.08M | 0.60% | +32,711 | New |