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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 80,627 | $5.13M | 1.14% | −375−0.5% | Reduced |
| Wolverine Trading, LLC | 80,582 | $5.13M | 0.08% | −8,347−9.4% | Reduced |
| Meritage Portfolio Management | 80,278 | $5.11M | 0.32% | −90.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 80,185 | $5.10M | 0.39% | +37,523+88.0% | Added |
| Dynamic Advisor Solutions LLC | 79,818 | $5.08M | 0.16% | −2,505−3.0% | Reduced |
| Rossmore Private Capital | 79,815 | $5.08M | 0.67% | −140.0% | Reduced |
| Ballentine Partners, LLC | 79,646 | $5.07M | 0.09% | +7,884+11.0% | Added |
| Jarislowsky, Fraser Ltd | 79,318 | $5.05M | 0.03% | −24,922−23.9% | Reduced |
| Howland Capital Management LLC | 78,714 | $5.05M | 0.24% | −356−0.5% | Reduced |
| Oxbow Advisors, LLC | 79,022 | $5.03M | 0.59% | +1,164+1.5% | Added |
| Sicart Associates LLC | 78,138 | $5.01M | 1.92% | −2,626−3.3% | Reduced |
| Vestcor Inc | 78,663 | $5.01M | 0.17% | 00.0% | Unchanged |
| Boston Research & Management Inc | 78,645 | $5.00M | 1.27% | −800−1.0% | Reduced |
| Park Avenue Securities LLC | 78,388 | $4.99M | 0.06% | −1,737−2.2% | Reduced |
| TD Private Client Wealth LLC | 78,350 | $4.99M | 0.16% | −1,522−1.9% | Reduced |
| Jacobi Capital Management LLC | 78,282 | $4.98M | 0.43% | −54−0.1% | Reduced |
| HBK Sorce Advisory LLC | 77,911 | $4.96M | 0.17% | −107−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 77,455 | $4.94M | 0.37% | +10,171+15.1% | Added |
| Mechanics Bank Trust Department | 77,474 | $4.93M | 0.71% | −2,117−2.7% | Reduced |
| Schulhoff & Co Inc | 76,911 | $4.90M | 2.21% | +220.0% | Added |
| RFP Financial Group LLC | 76,853 | $4.89M | 1.81% | −1,458−1.9% | Reduced |
| Green Square Capital Advisors LLC | 76,834 | $4.89M | 0.68% | −14,154−15.6% | Reduced |
| Snowden Capital Advisors LLC | 76,245 | $4.89M | 0.15% | −6,845−8.2% | Reduced |
| Hayek Kallen Investment Management | 76,832 | $4.89M | 1.82% | −44−0.1% | Reduced |
| Live Oak Private Wealth LLC | 76,786 | $4.89M | 0.84% | −484−0.6% | Reduced |
| Greenwood Capital Associates LLC | 76,782 | $4.89M | 0.64% | +3,784+5.2% | Added |
| HGK Asset Management Inc | 76,579 | $4.87M | 0.94% | −11,893−13.4% | Reduced |
| Fulton Bank, N.A. | 76,455 | $4.87M | 0.20% | −1,131−1.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 76,391 | $4.86M | 0.27% | +794+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 75,963 | $4.84M | 0.25% | −585−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 75,204 | $4.79M | 0.25% | +4,861+6.9% | Added |
| Atticus Wealth Management, LLC | 74,890 | $4.77M | 1.56% | −34,338−31.4% | Reduced |
| Harvey Investment Co LLC | 74,338 | $4.73M | 0.57% | −2,037−2.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 74,303 | $4.73M | 0.08% | +3,264+4.6% | Added |
| Chicago Capital, LLC | 74,092 | $4.72M | 0.14% | +1,040+1.4% | Added |
| Beacon Financial Group | 73,989 | $4.71M | 0.54% | −2,714−3.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 73,646 | $4.69M | 0.53% | +643+0.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 72,735 | $4.66M | 0.25% | +737+1.0% | Added |
| First Nebraska Trust Co | 73,230 | $4.66M | 0.48% | −1,126−1.5% | Reduced |
| Covington Investment Advisors Inc. | 73,164 | $4.66M | 0.75% | −4,925−6.3% | Reduced |
| Proequities, Inc. | 72,345 | $4.64M | 0.29% | −1,950−2.6% | Reduced |
| Sienna Gestion | 72,746 | $4.63M | 0.41% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 72,576 | $4.62M | 0.77% | −910−1.2% | Reduced |
| Shilanski & Associates, Inc. | 72,502 | $4.61M | 1.55% | +372+0.5% | Added |
| Hudson Bay Capital Management LP | 72,462 | $4.61M | 0.03% | +39,528+120.0% | Added |
| Slagle Financial, LLC | 72,291 | $4.60M | 2.36% | +5,680+8.5% | Added |
| Csenge Advisory Group | 72,251 | $4.60M | 0.26% | +925+1.3% | Added |
| NTV Asset Management LLC | 72,207 | $4.60M | 0.66% | +72+0.1% | Added |
| Westwood Holdings Group Inc. | 71,187 | $4.53M | 0.02% | −6,012−7.8% | Reduced |
| Walleye Capital LLC | 71,105 | $4.53M | 0.05% | −4,703−6.2% | Reduced |
| Kennon-Green & Company, LLC | 70,905 | $4.51M | 4.15% | −1,076−1.5% | Reduced |
| Asset Dedication, LLC | 70,852 | $4.51M | 0.31% | −1,031−1.4% | Reduced |
| RFG Advisory, LLC | 70,694 | $4.50M | 0.15% | −178−0.3% | Reduced |
| BKD Wealth Advisors, LLC | 70,572 | $4.49M | 0.11% | +4,189+6.3% | Added |
| Butensky & Cohen Financial Security, Inc | 70,332 | $4.48M | 1.42% | +486+0.7% | Added |
| BancorpSouth Bank | 70,304 | $4.47M | 0.34% | −4,496−6.0% | Reduced |
| Teza Capital Management LLC | 70,072 | $4.46M | 0.55% | +70,072 | New |
| Hilltop Holdings Inc. | 69,966 | $4.45M | 0.52% | −12,879−15.5% | Reduced |
| PFG Investments, LLC | 69,879 | $4.45M | 0.32% | −1,607−2.2% | Reduced |
| Mutual Advisors, LLC | 66,138 | $4.42M | 0.13% | −4,023−5.7% | Reduced |
| IHT Wealth Management, LLC | 69,235 | $4.41M | 0.16% | +1,887+2.8% | Added |
| Chilton Capital Management LLC | 69,191 | $4.40M | 0.20% | −5,248−7.1% | Reduced |
| Leavell Investment Management, Inc. | 68,532 | $4.39M | 0.24% | −849−1.2% | Reduced |
| Lee Danner & Bass Inc | 69,026 | $4.39M | 0.34% | +69,026 | New |
| Kingsview Wealth Management, LLC | 68,987 | $4.39M | 0.10% | −1,626−2.3% | Reduced |
| Trust Co of Vermont | 68,816 | $4.38M | 0.24% | −3,900−5.4% | Reduced |
| Colonial Trust Co | 68,806 | $4.38M | 0.77% | +3,171+4.8% | Added |
| V-Square Quantitative Management LLC | 68,788 | $4.38M | 0.71% | −432−0.6% | Reduced |
| TSA Wealth Managment LLC | 68,768 | $4.38M | 1.87% | +306+0.4% | Added |
| Sandhill Capital Partners LLC | 68,576 | $4.36M | 0.33% | +1,483+2.2% | Added |
| Tufton Capital Management | 68,221 | $4.34M | 0.84% | −525−0.8% | Reduced |
| Planning Capital Management Corp | 67,967 | $4.33M | 3.05% | +2,929+4.5% | Added |
| Bontempo Ohly Capital Mgmt LLC | 67,878 | $4.32M | 2.16% | +930+1.4% | Added |
| GYL Financial Synergies, LLC | 67,871 | $4.32M | 0.33% | +2,880+4.4% | Added |
| Fort Washington Investment Advisors Inc | 67,664 | $4.31M | 0.03% | −895−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 67,605 | $4.30M | 0.15% | −482−0.7% | Reduced |
| Qsemble Capital Management, LP | 67,555 | $4.30M | 0.82% | +67,555 | New |
| Charter Trust Co | 66,696 | $4.25M | 0.28% | −428−0.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 66,589 | $4.24M | 0.70% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 66,386 | $4.23M | 0.96% | −841−1.3% | Reduced |
| Parthenon LLC | 66,173 | $4.21M | 0.54% | −2,966−4.3% | Reduced |
| Ostrum Asset Management | 65,853 | $4.19M | 0.37% | −35,271−34.9% | Reduced |
| Sigma Investment Counselors Inc | 65,764 | $4.19M | 0.26% | +1,367+2.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 65,674 | $4.18M | 0.97% | +3,424+5.5% | Added |
| WESPAC Advisors SoCal, LLC | 65,630 | $4.18M | 1.05% | −4,568−6.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 164,038 | $4.18M | 1.04% | +1,799+1.1% | Added |
| Kovitz Investment Group Partners, LLC | 65,559 | $4.17M | 0.04% | +435+0.7% | Added |
| Ritholtz Wealth Management | 65,408 | $4.16M | 0.14% | +4,059+6.6% | Added |
| Nicollet Investment Management, Inc. | 64,818 | $4.13M | 1.54% | −1,117−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 64,568 | $4.11M | 0.14% | −39,196−37.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 64,547 | $4.11M | 0.30% | +4,191+6.9% | Added |
| WealthBridge Investment Counsel Inc. | 64,250 | $4.09M | 1.56% | −200−0.3% | Reduced |
| Concord Wealth Partners | 64,115 | $4.08M | 0.72% | +3,093+5.1% | Added |
| Physicians Financial Services, Inc. | 63,613 | $4.05M | 1.32% | −131−0.2% | Reduced |
| Zions Bancorporation, N.A. | 63,381 | $4.03M | 0.32% | −3,759−5.6% | Reduced |
| Hallmark Capital Management Inc | 63,304 | $4.03M | 0.32% | −3,588−5.4% | Reduced |
| Plimoth Trust Co LLC | 63,241 | $4.03M | 1.07% | −1,257−1.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 63,000 | $4.01M | 0.50% | 00.0% | Unchanged |
| Bank of Hawaii | 62,960 | $4.01M | 0.18% | −815−1.3% | Reduced |
| Waldron Private Wealth LLC | 62,392 | $4.00M | 0.18% | −1,218−1.9% | Reduced |