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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 184,140 | $11.8M | 0.18% | −6,755−3.5% | Reduced |
| Nomura Holdings Inc | 185,020 | $11.8M | 0.08% | +111,770+152.6% | Added |
| CapWealth Advisors, LLC | 183,566 | $11.7M | 1.48% | −1,185−0.6% | Reduced |
| Toroso Investments, LLC | 183,322 | $11.7M | 0.16% | +4,693+2.6% | Added |
| Kanawha Capital Management LLC | 183,119 | $11.7M | 0.91% | +4,817+2.7% | Added |
| Pinnacle Associates Ltd | 183,079 | $11.7M | 0.18% | +1,350+0.7% | Added |
| Central Trust Co | 181,883 | $11.6M | 0.28% | −7,350−3.9% | Reduced |
| Bard Financial Services, Inc. | 181,841 | $11.6M | 1.20% | −225−0.1% | Reduced |
| First Horizon Advisors, Inc. | 180,619 | $11.5M | 0.35% | +952+0.5% | Added |
| Clearstead Advisors, LLC | 180,196 | $11.5M | 0.20% | +79,641+79.2% | Added |
| London Co of Virginia | 179,747 | $11.4M | 0.06% | −5,341−2.9% | Reduced |
| Wendell David Associates Inc | 179,698 | $11.4M | 1.17% | −800−0.4% | Reduced |
| Grand Jean Capital Management Inc | 177,735 | $11.3M | 2.82% | −475−0.3% | Reduced |
| Hilton Capital Management, LLC | 177,662 | $11.3M | 0.95% | +6,539+3.8% | Added |
| First American Trust, FSB | 177,595 | $11.3M | 1.13% | +6,427+3.8% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 177,341 | $11.3M | 0.35% | +15,314+9.5% | Added |
| West Paces Advisors Inc. | 176,190 | $11.2M | 2.92% | −5,485−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 176,000 | $11.2M | 0.28% | +8,600+5.1% | Added |
| Marble Harbor Investment Counsel, LLC | 175,652 | $11.2M | 1.32% | +145+0.1% | Added |
| Greenleaf Trust | 174,641 | $11.1M | 0.11% | +9,421+5.7% | Added |
| Flputnam Investment Management Co | 174,119 | $11.1M | 0.21% | +65,808+60.8% | Added |
| Point72 (DIFC) Ltd | 173,004 | $11.0M | 0.98% | −1,605−0.9% | Reduced |
| Ar Asset Management Inc | 172,731 | $11.0M | 2.65% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 172,300 | $11.0M | 0.42% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 173,200 | $11.0M | 0.18% | +85,245+96.9% | Added |
| Armistice Capital, LLC | 171,244 | $10.9M | 0.29% | −581,418−77.2% | Reduced |
| Allianz SE | 170,777 | $10.9M | 0.32% | −58,916−25.6% | Reduced |
| Logan Capital Management Inc | 169,950 | $10.8M | 0.47% | −2,317−1.3% | Reduced |
| Ieq Capital, LLC | 169,651 | $10.8M | 0.15% | +24,167+16.6% | Added |
| Griffin Asset Management, Inc. | 169,255 | $10.8M | 1.25% | −180−0.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 169,030 | $10.8M | 0.22% | +4,872+3.0% | Added |
| Rakuten Investment Management, Inc. | 168,088 | $10.7M | 0.07% | +61,586+57.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 167,634 | $10.7M | 2.31% | −216−0.1% | Reduced |
| Impax Asset Management Group plc | 166,433 | $10.6M | 0.04% | −17,504−9.5% | Reduced |
| Greatmark Investment Partners, Inc. | 165,972 | $10.6M | 1.54% | −735−0.4% | Reduced |
| Tower Bridge Advisors | 164,450 | $10.5M | 1.16% | −4,779−2.8% | Reduced |
| Vinva Investment Management Ltd | 163,313 | $10.4M | 0.54% | +14,357+9.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 163,707 | $10.4M | 2.51% | +2,768+1.7% | Added |
| Massmutual Trust Co FSB | 163,196 | $10.4M | 0.32% | +7,499+4.8% | Added |
| Oppenheimer & Co Inc | 162,700 | $10.4M | 0.16% | −273−0.2% | Reduced |
| Howe & Rusling Inc | 162,104 | $10.3M | 0.94% | −946−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 161,577 | $10.3M | 0.81% | +20,084+14.2% | Added |
| Axxcess Wealth Management, LLC | 161,474 | $10.3M | 0.28% | −16,512−9.3% | Reduced |
| Simplicity Wealth,LLC | 161,143 | $10.3M | 0.23% | +2,056+1.3% | Added |
| Intact Investment Management Inc. | 159,800 | $10.2M | 0.38% | +14,000+9.6% | Added |
| Waverton Investment Management Ltd | 157,959 | $10.1M | 0.19% | −5,303−3.2% | Reduced |
| Concurrent Investment Advisors, LLC | 155,351 | $9.89M | 0.33% | +19,550+14.4% | Added |
| Plato Investment Management Ltd | 154,909 | $9.86M | 0.92% | +8,342+5.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 154,499 | $9.83M | 1.86% | +307+0.2% | Added |
| Hennessy Advisors Inc | 153,100 | $9.74M | 0.37% | −1,400−0.9% | Reduced |
| Alps Advisors Inc | 151,174 | $9.62M | 0.07% | −463−0.3% | Reduced |
| Venture Visionary Partners LLC | 150,546 | $9.58M | 0.44% | −54,563−26.6% | Reduced |
| American Assets Investment Management, LLC | 150,060 | $9.55M | 0.89% | 00.0% | Unchanged |
| AMG National Trust Bank | 150,053 | $9.55M | 0.26% | +21,916+17.1% | Added |
| Norinchukin Bank, The | 149,861 | $9.54M | 0.27% | +623+0.4% | Added |
| Exchange Traded Concepts, LLC | 149,248 | $9.50M | 0.24% | +2,299+1.6% | Added |
| RMB Capital Management, LLC | 148,926 | $9.48M | 0.23% | +722+0.5% | Added |
| Omers Administration Corp | 148,395 | $9.45M | 0.09% | +148,395 | New |
| ABN AMRO Bank N.V. | 145,561 | $9.35M | 0.14% | −3,621−2.4% | Reduced |
| United Capital Financial Advisers, LLC | 146,683 | $9.34M | 0.08% | +6,140+4.4% | Added |
| Berkshire Asset Management LLC | 146,676 | $9.34M | 0.47% | +1,310+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 146,461 | $9.32M | 0.14% | −27,292−15.7% | Reduced |
| Richard C. Young & CO., LTD. | 145,790 | $9.28M | 1.13% | +145,790 | New |
| Sompo Asset Management Co., Ltd. | 145,535 | $9.26M | 1.57% | −11,100−7.1% | Reduced |
| NEOS Investment Management LLC | 144,805 | $9.22M | 0.38% | +46,812+47.8% | Added |
| Adams Diversified Equity Fund, Inc. | 144,000 | $9.17M | 0.31% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 143,615 | $9.14M | 0.16% | +2,350+1.7% | Added |
| Jamison Private Wealth Management, Inc. | 143,346 | $9.12M | 1.52% | +5,378+3.9% | Added |
| Wealthspire Advisors, LLC | 143,302 | $9.12M | 0.12% | −1,385−1.0% | Reduced |
| Morgan Dempsey Capital Management LLC | 143,154 | $9.11M | 3.04% | −4,030−2.7% | Reduced |
| Nicholas Company, Inc. | 142,940 | $9.10M | 0.15% | 00.0% | Unchanged |
| AE Wealth Management LLC | 142,657 | $9.08M | 0.09% | +29,732+26.3% | Added |
| Socorro Asset Management LP | 141,742 | $9.02M | 3.51% | −9,197−6.1% | Reduced |
| Aurora Investment Managers, LLC. | 333,472 | $9.01M | 6.46% | −1,106−0.3% | Reduced |
| Sowell Financial Services LLC | 140,087 | $8.98M | 0.43% | −1,310−0.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 139,941 | $8.91M | 8.42% | −295,919−67.9% | Reduced |
| Pallas Capital Advisors LLC | 135,959 | $8.86M | 0.40% | +5,189+4.0% | Added |
| Bell Asset Management Ltd | 138,599 | $8.82M | 1.24% | −28,740−17.2% | Reduced |
| Atwater Malick LLC | 138,122 | $8.79M | 3.03% | +2,010+1.5% | Added |
| Founders Capital Management, LLC | 137,109 | $8.73M | 1.57% | −1,799−1.3% | Reduced |
| Sky Investment Group LLC | 136,831 | $8.71M | 1.67% | −405−0.3% | Reduced |
| DoubleLine ETF Adviser LP | 136,370 | $8.68M | 2.28% | −9,424−6.5% | Reduced |
| Armstrong Henry H Associates Inc | 136,214 | $8.67M | 0.87% | −19,468−12.5% | Reduced |
| National Asset Management, Inc. | 134,203 | $8.61M | 0.22% | −20,334−13.2% | Reduced |
| Steel Peak Wealth Management LLC | 134,034 | $8.60M | 0.41% | −20,827−13.4% | Reduced |
| Jones Financial Companies LLLP | 134,295 | $8.55M | 0.01% | +87,510+187.0% | Added |
| Advisory Services Network, LLC | 134,240 | $8.54M | 0.18% | −25,322−15.9% | Reduced |
| LMR Partners LLP | 133,784 | $8.52M | 0.18% | +133,784 | New |
| AustralianSuper Pty Ltd | 132,520 | $8.43M | 0.05% | −18,377−12.2% | Reduced |
| Guyasuta Investment Advisors Inc | 142,383 | $8.39M | 0.62% | 00.0% | Unchanged |
| Empirical Finance, LLC | 131,574 | $8.37M | 0.52% | −9,002−6.4% | Reduced |
| Crestwood Advisors Group LLC | 130,461 | $8.30M | 0.17% | +530+0.4% | Added |
| Azimuth Capital Investment Management LLC | 129,889 | $8.27M | 0.34% | +1,770+1.4% | Added |
| Capital Investment Counsel, Inc | 129,370 | $8.23M | 1.24% | −2,399−1.8% | Reduced |
| Hutner Capital Management Inc | 129,366 | $8.23M | 4.51% | −3,349−2.5% | Reduced |
| Wright Investors Service Inc | 128,993 | $8.21M | 2.16% | +15,258+13.4% | Added |
| Wesleyan Assurance Society | 128,800 | $8.20M | 0.71% | +3,800+3.0% | Added |
| South Dakota Investment Council | 128,547 | $8.18M | 0.17% | −141−0.1% | Reduced |
| Adell Harriman & Carpenter Inc | 128,543 | $8.18M | 0.63% | +1,484+1.2% | Added |
| Daymark Wealth Partners, LLC | 224,335 | $8.14M | 0.37% | +11,904+5.6% | Added |