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 |
|---|---|---|---|---|---|
| Montag & Caldwell, LLC | 127,503 | $8.12M | 1.64% | −16,057−11.2% | Reduced |
| Simmons Bank | 127,455 | $8.11M | 0.61% | −6,936−5.2% | Reduced |
| Loomis Sayles & Co L P | 127,324 | $8.10M | 0.01% | +14,706+13.1% | Added |
| Longbow Finance SA | 127,095 | $8.09M | 0.84% | −7,181−5.3% | Reduced |
| Thomasville National Bank | 126,484 | $8.05M | 0.64% | +461+0.4% | Added |
| Jensen Investment Management Inc | 126,228 | $8.03M | 0.07% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 125,472 | $7.99M | 1.72% | +56,977+83.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 125,054 | $7.96M | 0.54% | −3,354−2.6% | Reduced |
| Richard Bernstein Advisors LLC | 124,956 | $7.95M | 0.18% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 124,455 | $7.92M | 0.23% | −2,631−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 124,196 | $7.91M | 0.13% | +1,202+1.0% | Added |
| Veriti Management LLC | 123,869 | $7.88M | 0.49% | +23,080+22.9% | Added |
| Moody Lynn & Lieberson, LLC | 123,857 | $7.88M | 0.52% | +178+0.1% | Added |
| Equitable Holdings, Inc. | 123,782 | $7.88M | 0.08% | +4,695+3.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 123,386 | $7.85M | 0.20% | −84−0.1% | Reduced |
| Patton Albertson Miller Group, LLC | 123,283 | $7.85M | 1.12% | −5,115−4.0% | Reduced |
| Bailard, Inc. | 121,782 | $7.75M | 0.21% | −125−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 121,777 | $7.75M | 0.31% | +8,917+7.9% | Added |
| Siemens Fonds Invest GmbH | 121,218 | $7.72M | 0.58% | −17,842−12.8% | Reduced |
| Soltis Investment Advisors LLC | 121,096 | $7.71M | 0.82% | −834−0.7% | Reduced |
| Perigon Wealth Management, LLC | 121,053 | $7.70M | 0.22% | +6,497+5.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 119,840 | $7.70M | 0.07% | +3,756+3.2% | Added |
| Anchor Investment Management, LLC | 120,761 | $7.69M | 0.79% | −218−0.2% | Reduced |
| Public Sector Pension Investment Board | 120,309 | $7.66M | 0.05% | +61,848+105.8% | Added |
| Buck Wealth Strategies, LLC | 120,305 | $7.66M | 2.26% | −19,750−14.1% | Reduced |
| Rodgers Brothers Inc. | 119,997 | $7.64M | 1.03% | +162+0.1% | Added |
| Integrated Wealth Concepts LLC | 119,961 | $7.64M | 0.10% | +2,949+2.5% | Added |
| Farmers & Merchants Investments Inc | 118,989 | $7.57M | 0.25% | +1,406+1.2% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 126,500 | $7.51M | 0.96% | −32,500−20.4% | Reduced |
| Jacobs & Co | 117,757 | $7.50M | 0.79% | −15,030−11.3% | Reduced |
| Ahl Investment Management, Inc. | 117,586 | $7.48M | 5.49% | −98−0.1% | Reduced |
| Wedbush Securities Inc | 117,410 | $7.47M | 0.27% | −3,767−3.1% | Reduced |
| Northwest Bancshares, Inc. | 117,403 | $7.47M | 1.27% | +1,252+1.1% | Added |
| GLOBALT Investments LLC | 117,288 | $7.47M | 0.30% | −1,571−1.3% | Reduced |
| Adviser Investments LLC | 117,255 | $7.46M | 0.10% | +210+0.2% | Added |
| Coldstream Capital Management Inc | 116,956 | $7.44M | 0.18% | +2,819+2.5% | Added |
| Fiduciary Group LLC | 116,673 | $7.43M | 0.80% | −2,037−1.7% | Reduced |
| BDF-Gestion | 116,598 | $7.42M | 0.71% | +116,598 | New |
| Reik & Co., LLC | 116,592 | $7.42M | 1.92% | −400.0% | Reduced |
| TCTC Holdings, LLC | 116,003 | $7.38M | 0.25% | −10,038−8.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 115,657 | $7.36M | 0.09% | −9,895−7.9% | Reduced |
| Prio Wealth Limited Partnership | 115,193 | $7.33M | 0.22% | −24,623−17.6% | Reduced |
| Dana Investment Advisors, Inc. | 115,101 | $7.33M | 0.25% | −1,654−1.4% | Reduced |
| German American Bancorp, Inc. | 114,316 | $7.28M | 0.84% | +2,904+2.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 114,076 | $7.26M | 0.83% | +608+0.5% | Added |
| Ossiam | 113,660 | $7.23M | 0.14% | −62,144−35.3% | Reduced |
| Hamel Associates, Inc. | 113,191 | $7.20M | 2.27% | −909−0.8% | Reduced |
| Everett Harris & Co | 112,883 | $7.19M | 0.09% | −4,594−3.9% | Reduced |
| Baxter Bros Inc | 112,875 | $7.18M | 0.94% | −6,469−5.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 112,701 | $7.17M | 0.74% | −12,397−9.9% | Reduced |
| Prudent Investors Network | 112,356 | $7.15M | 2.58% | +4,419+4.1% | Added |
| Landscape Capital Management, L.L.C. | 112,328 | $7.15M | 0.60% | +112,328 | New |
| Cornerstone Wealth Management, LLC | 111,921 | $7.12M | 0.55% | +4,929+4.6% | Added |
| Magellan Asset Management Ltd | 111,661 | $7.11M | 0.07% | −2,479−2.2% | Reduced |
| Banque Pictet & Cie SA | 111,302 | $7.08M | 0.07% | −17,353−13.5% | Reduced |
| Jefferies Financial Group Inc. | 111,186 | $7.08M | 0.14% | +26,759+31.7% | Added |
| Stablepoint Partners, LLC | 105,453 | $7.05M | 1.37% | +3,425+3.4% | Added |
| Equitable Trust Co | 110,669 | $7.04M | 0.48% | −8,437−7.1% | Reduced |
| Montecito Bank & Trust | 110,571 | $7.04M | 1.43% | −1,686−1.5% | Reduced |
| Umb Bank N A | 110,400 | $7.03M | 0.12% | −56,379−33.8% | Reduced |
| Salem Investment Counselors Inc | 109,489 | $7.01M | 0.23% | −645−0.6% | Reduced |
| Principal Street Partners, LLC | 109,738 | $6.98M | 1.25% | −231−0.2% | Reduced |
| WSFS Capital Management, LLC | 109,364 | $6.98M | 0.38% | +5,053+4.8% | Added |
| Moors & Cabot, Inc. | 109,570 | $6.97M | 0.37% | −523−0.5% | Reduced |
| Strategic Wealth Designers | 110,172 | $6.97M | 0.88% | +110,172 | New |
| Wiley Bros.-Aintree Capital, LLC | 109,446 | $6.97M | 0.30% | +34,373+45.8% | Added |
| Infusive Asset Management Inc. | 108,713 | $6.92M | 2.79% | −136,930−55.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 108,648 | $6.92M | 1.34% | −235−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 107,987 | $6.87M | 0.33% | +7,893+7.9% | Added |
| Motco | 107,917 | $6.87M | 0.41% | −1,536−1.4% | Reduced |
| Essex Financial Services, Inc. | 98,995 | $6.80M | 0.51% | +22,517+29.4% | Added |
| Haverford Financial Services, Inc. | 106,854 | $6.80M | 2.04% | −799−0.7% | Reduced |
| BCM Advisors, LLC | 100,074 | $6.80M | 1.61% | +226+0.2% | Added |
| Whittier Trust Co of Nevada Inc | 106,642 | $6.79M | 0.19% | −1,335−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 105,988 | $6.75M | 0.08% | +14,317+15.6% | Added |
| Sequoia Financial Advisors, LLC | 105,929 | $6.74M | 0.08% | +5,931+5.9% | Added |
| Arkadios Wealth Advisors | 105,914 | $6.74M | 0.46% | −49,070−31.7% | Reduced |
| Woodmont Investment Counsel LLC | 105,892 | $6.74M | 0.55% | +3,119+3.0% | Added |
| Apollon Wealth Management, LLC | 105,589 | $6.72M | 0.20% | +2,563+2.5% | Added |
| Monarch Capital Management Inc | 104,793 | $6.71M | 1.97% | −4,630−4.2% | Reduced |
| Squarepoint Ops LLC | 105,068 | $6.69M | 0.02% | −456−0.4% | Reduced |
| Roanoke Asset Management Corp | 104,825 | $6.67M | 2.20% | +38,095+57.1% | Added |
| Bull Street Advisors, LLC | 104,542 | $6.65M | 3.21% | −490−0.5% | Reduced |
| Windle Wealth, LLC | 103,942 | $6.62M | 4.03% | +529+0.5% | Added |
| Community Bank, N.A. | 103,057 | $6.56M | 0.86% | −5,125−4.7% | Reduced |
| Destination Wealth Management | 102,972 | $6.55M | 0.22% | +375+0.4% | Added |
| Biglari, Sardar | 102,703 | $6.54M | 22.15% | +5,507+5.7% | Added |
| Amica Mutual Insurance Co | 102,703 | $6.54M | 0.65% | 00.0% | Unchanged |
| Dearborn Partners LLC | 102,648 | $6.53M | 0.28% | −1,874−1.8% | Reduced |
| Parcion Private Wealth LLC | 102,312 | $6.51M | 0.60% | +749+0.7% | Added |
| Lynch & Associates | 102,255 | $6.51M | 1.47% | +2,020+2.0% | Added |
| Fred Alger Management, LLC | 102,078 | $6.50M | 0.03% | +7,160+7.5% | Added |
| Assetmark, Inc | 101,966 | $6.49M | 0.02% | −1,496−1.4% | Reduced |
| Visionary Wealth Advisors | 101,769 | $6.48M | 0.42% | −194−0.2% | Reduced |
| Mizuho Markets Americas LLC | 101,437 | $6.46M | 0.18% | −68,224−40.2% | Reduced |
| Cohen Klingenstein LLC | 101,200 | $6.44M | 0.23% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 101,157 | $6.44M | 0.66% | +4,132+4.3% | Added |
| Stolper Co | 100,455 | $6.39M | 2.25% | +3,120+3.2% | Added |
| Coston, McIsaac & Partners | 100,392 | $6.39M | 2.01% | +1,830+1.9% | Added |
| Bislett Management, LLC | 100,000 | $6.37M | 4.58% | 00.0% | Unchanged |