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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 99,871 | $6.36M | 0.15% | −844−0.8% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 99,725 | $6.35M | 1.65% | +5,884+6.3% | Added |
| Allen Operations LLC | 99,054 | $6.30M | 1.23% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 98,910 | $6.30M | 1.75% | +2,222+2.3% | Added |
| New England Asset Management Inc | 98,851 | $6.29M | 1.05% | −1,535−1.5% | Reduced |
| Saratoga Research & Investment Management | 98,705 | $6.28M | 0.29% | −4,996−4.8% | Reduced |
| Birch Hill Investment Advisors LLC | 98,336 | $6.26M | 0.30% | −335−0.3% | Reduced |
| EP Wealth Advisors, LLC | 98,187 | $6.25M | 0.07% | +2,032+2.1% | Added |
| Wetherby Asset Management Inc | 98,098 | $6.24M | 0.30% | −4,659−4.5% | Reduced |
| Pacific Global Investment Management CO | 97,649 | $6.22M | 1.18% | −71−0.1% | Reduced |
| ProVise Management Group, LLC | 97,569 | $6.21M | 0.53% | −2,290−2.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 97,547 | $6.21M | 0.41% | +351+0.4% | Added |
| Financial & Tax Architects, LLC | 97,096 | $6.18M | 1.66% | +4,233+4.6% | Added |
| First City Capital Management, Inc. | 97,002 | $6.17M | 3.47% | −1,069−1.1% | Reduced |
| Merit Financial Group, LLC | 96,626 | $6.15M | 0.14% | −11,047−10.3% | Reduced |
| NBT Bank N A | 96,591 | $6.15M | 0.44% | −34,755−26.5% | Reduced |
| Sonora Investment Management Group, LLC | 100,308 | $6.14M | 0.48% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 95,882 | $6.10M | 3.92% | −200−0.2% | Reduced |
| PGGM Investments | 95,756 | $6.09M | 0.09% | −77,977−44.9% | Reduced |
| Bogart Wealth, LLC | 95,289 | $6.07M | 0.31% | −3,522−3.6% | Reduced |
| Martin Capital Partners, LLC | 95,219 | $6.06M | 2.45% | −2,885−2.9% | Reduced |
| Addenda Capital Inc. | 94,397 | $6.05M | 0.24% | −160.0% | Reduced |
| RPG Investment Advisory, LLC | 95,070 | $6.05M | 0.89% | −363−0.4% | Reduced |
| Auxier Asset Management | 94,996 | $6.05M | 0.96% | −578−0.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 94,846 | $6.04M | 1.47% | +50,157+112.2% | Added |
| Valeo Financial Advisors, LLC | 123,450 | $6.02M | 0.19% | −4,802−3.7% | Reduced |
| CX Institutional | 94,316 | $6.00M | 0.28% | +1,254+1.3% | Added |
| Principal Securities, Inc. | 94,214 | $6.00M | 0.17% | +13,337+16.5% | Added |
| Aureus Asset Management, LLC | 93,830 | $5.97M | 0.42% | −465−0.5% | Reduced |
| Foyston, Gordon, & Payne Inc | 93,720 | $5.97M | 1.47% | 00.0% | Unchanged |
| Westpac Banking Corp | 93,662 | $5.96M | 0.47% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 93,601 | $5.96M | 0.76% | +5,520+6.3% | Added |
| Alaska Permanent Fund Corp | 88,716 | $5.92M | 0.09% | +1,135+1.3% | Added |
| HM Payson & Co | 93,016 | $5.92M | 0.11% | +946+1.0% | Added |
| Horizon Investments, LLC | 92,919 | $5.91M | 0.16% | +1,003+1.1% | Added |
| Trust Co of Toledo NA | 92,371 | $5.88M | 0.85% | +2,175+2.4% | Added |
| City Holding Co | 92,245 | $5.87M | 0.87% | −5,502−5.6% | Reduced |
| Rice Partnership, LLC | 91,022 | $5.79M | 1.26% | +6,943+8.3% | Added |
| RiverFront Investment Group, LLC | 90,734 | $5.78M | 0.15% | −4,252−4.5% | Reduced |
| Level Four Advisory Services, LLC | 90,662 | $5.77M | 0.26% | +6,963+8.3% | Added |
| Money Concepts Capital Corp | 90,605 | $5.77M | 0.48% | +494+0.5% | Added |
| Stonebridge Capital Management Inc | 90,451 | $5.76M | 2.46% | −1,281−1.4% | Reduced |
| Tectonic Advisors LLC | 90,259 | $5.74M | 0.42% | +4,905+5.7% | Added |
| Mather Group, LLC. | 93,558 | $5.72M | 0.07% | +47,023+101.0% | Added |
| Prospera Financial Services Inc | 89,518 | $5.70M | 0.16% | −2,559−2.8% | Reduced |
| Hoylecohen, LLC | 89,513 | $5.70M | 0.43% | +799+0.9% | Added |
| Weatherly Asset Management L. P. | 88,252 | $5.66M | 0.52% | +1,619+1.9% | Added |
| Americana Partners, LLC | 88,021 | $5.60M | 0.44% | +2,552+3.0% | Added |
| Birmingham Capital Management Co Inc | 87,934 | $5.60M | 2.19% | −900−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 87,195 | $5.55M | 0.07% | +7,594+9.5% | Added |
| Regal Investment Advisors LLC | 87,024 | $5.54M | 0.37% | +3,193+3.8% | Added |
| AlTi Global, Inc. | 86,390 | $5.54M | 0.15% | +2,596+3.1% | Added |
| Trustmark National Bank Trust Department | 86,501 | $5.51M | 0.44% | −16,542−16.1% | Reduced |
| Bridge Creek Capital Management LLC | 86,449 | $5.50M | 1.77% | +3,474+4.2% | Added |
| Iyo Bank, Ltd. | 86,390 | $5.50M | 1.95% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 86,356 | $5.50M | 0.45% | +86,356 | New |
| Boston Private Wealth LLC | 86,168 | $5.48M | 0.14% | −13,695−13.7% | Reduced |
| Principle Wealth Partners LLC | 86,142 | $5.48M | 0.42% | +1,302+1.5% | Added |
| Freestone Capital Holdings, LLC | 86,125 | $5.48M | 0.20% | +4,259+5.2% | Added |
| Sigma Planning Corp | 86,105 | $5.48M | 0.17% | −6,127−6.6% | Reduced |
| Canandaigua National Bank & Trust Co | 86,031 | $5.48M | 0.59% | +1,263+1.5% | Added |
| Twin Capital Management Inc | 85,938 | $5.47M | 0.64% | +10,041+13.2% | Added |
| Ascent Group, LLC | 85,847 | $5.46M | 0.44% | −159−0.2% | Reduced |
| Everence Capital Management Inc | 88,370 | $5.46M | 0.38% | 00.0% | Unchanged |
| Bath Savings Trust Co | 85,404 | $5.44M | 0.58% | −1,115−1.3% | Reduced |
| Tikehau Investment Management | 85,313 | $5.43M | 4.81% | −1,281−1.5% | Reduced |
| Wahed Invest LLC | 85,257 | $5.43M | 1.09% | +8,523+11.1% | Added |
| Sentinel Trust Co Lba | 85,078 | $5.42M | 0.67% | −1,250−1.4% | Reduced |
| David Loasby | 86,135 | $5.41M | 0.52% | −45−0.1% | Reduced |
| Summit Financial, LLC | 84,074 | $5.39M | 0.25% | +38,853+85.9% | Added |
| Lincoln Capital LLC | 84,465 | $5.38M | 1.20% | −246−0.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 84,387 | $5.37M | 0.44% | −1,700−2.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 84,240 | $5.36M | 0.11% | −1,031−1.2% | Reduced |
| Exencial Wealth Advisors, LLC | 84,042 | $5.35M | 0.20% | −6,702−7.4% | Reduced |
| Ally Financial Inc. | 84,000 | $5.35M | 0.66% | 00.0% | Unchanged |
| Farmers National Bank | 83,938 | $5.34M | 1.61% | −4,205−4.8% | Reduced |
| Columbia Asset Management | 83,725 | $5.33M | 1.00% | +1,977+2.4% | Added |
| J.W. Cole Advisors, Inc. | 83,611 | $5.32M | 0.25% | +394+0.5% | Added |
| Laurel Wealth Advisors LLC | 83,354 | $5.31M | 0.93% | −5,660−6.4% | Reduced |
| Wallace Capital Management Inc. | 83,322 | $5.30M | 0.77% | −2,252−2.6% | Reduced |
| Ycg, LLC | 83,277 | $5.30M | 0.43% | −400−0.5% | Reduced |
| Pitcairn Co | 83,148 | $5.29M | 0.32% | +6,488+8.5% | Added |
| HighPoint Advisor Group LLC | 77,960 | $5.28M | 0.32% | +3,885+5.2% | Added |
| DT Investment Partners, LLC | 82,617 | $5.26M | 0.47% | +402+0.5% | Added |
| Builder Investment Group Inc | 82,543 | $5.25M | 1.43% | −399−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 82,367 | $5.24M | 0.08% | +2,962+3.7% | Added |
| Parallel Advisors, LLC | 82,345 | $5.24M | 0.13% | +755+0.9% | Added |
| Cardinal Capital Management | 81,545 | $5.23M | 0.88% | −206−0.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 82,123 | $5.23M | 1.15% | +6,422+8.5% | Added |
| Carnegie Capital Asset Management, LLC | 81,727 | $5.20M | 0.16% | −6,294−7.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 81,557 | $5.19M | 0.19% | −1,272−1.5% | Reduced |
| Point72 Hong Kong Ltd | 81,495 | $5.19M | 0.32% | −230,225−73.9% | Reduced |
| Ingalls & Snyder LLC | 81,374 | $5.18M | 0.22% | −330−0.4% | Reduced |
| Ellsworth Advisors, LLC | 81,362 | $5.18M | 1.44% | +2,211+2.8% | Added |
| Brookstone Capital Management | 79,242 | $5.17M | 0.09% | +443+0.6% | Added |
| Benedict Financial Advisors Inc | 81,165 | $5.17M | 1.31% | −813−1.0% | Reduced |
| Family Legacy, Inc. | 81,078 | $5.16M | 1.85% | +260.0% | Added |
| Oakworth Capital, Inc. | 81,038 | $5.16M | 0.38% | +4,969+6.5% | Added |
| Global Retirement Partners, LLC | 81,019 | $5.16M | 0.16% | +9,370+13.1% | Added |
| Covea Finance | 81,000 | $5.16M | 0.24% | 00.0% | Unchanged |