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Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in Coca Cola Co as of Sep 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
3,146
+139 vs. Q2 2024
Shares held
3.11B
+341.4M (+12.3%) vs. Q2 2024
Total value
$223.2B
+$46.9B (+26.6%) vs. Q2 2024
New holders
235
1,248 more added
Sold out
96
1,286 more reduced

36 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 3,146 institutions
Q1 2021: 2,491 institutionsQ2 2021: 2,508 institutionsQ3 2021: 2,488 institutionsQ4 2021: 2,737 institutionsQ1 2022: 2,769 institutionsQ2 2022: 2,780 institutionsQ3 2022: 2,743 institutionsQ4 2022: 2,885 institutionsQ1 2023: 2,882 institutionsQ2 2023: 2,889 institutionsQ3 2023: 2,836 institutionsQ4 2023: 3,000 institutionsQ1 2024: 2,989 institutionsQ2 2024: 3,043 institutionsQ3 2024: 3,146 institutionsQ4 2024: 3,289 institutionsQ1 2025: 3,375 institutionsQ2 2025: 3,368 institutionsQ3 2025: 3,288 institutionsQ4 2025: 3,484 institutionsQ1 2026: 3,584 institutionsQ2 2026: 3,649 institutions
Value heldQ3 2024: $223.2B
Q1 2021: $153.3BQ2 2021: $158.2BQ3 2021: $154.8BQ4 2021: $176.9BQ1 2022: $185.9BQ2 2022: $189.8BQ3 2022: $169.7BQ4 2022: $193.4BQ1 2023: $187.9BQ2 2023: $182.9BQ3 2023: $169.4BQ4 2023: $178.6BQ1 2024: $186.4BQ2 2024: $196.3BQ3 2024: $223.2BQ4 2024: $193.5BQ1 2025: $225.1BQ2 2025: $223.1BQ3 2025: $205.8BQ4 2025: $222.6BQ1 2026: $241.9BQ2 2026: $263.1B
Institutions holding KO and their total value by quarter
QuarterHoldersValue
Q2 20263,649$263.1B
Q1 20263,584$241.9B
Q4 20253,484$222.6B
Q3 20253,288$205.8B
Q2 20253,368$223.1B
Q1 20253,375$225.1B
Q4 20243,289$193.5B
Q3 20243,146$223.2B
Q2 20243,043$196.3B
Q1 20242,989$186.4B
Q4 20233,000$178.6B
Q3 20232,836$169.4B
Q2 20232,889$182.9B
Q1 20232,882$187.9B
Q4 20222,885$193.4B
Q3 20222,743$169.7B
Q2 20222,780$189.8B
Q1 20222,769$185.9B
Q4 20212,737$176.9B
Q3 20212,488$154.8B
Q2 20212,508$158.2B
Q1 20212,491$153.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2024.

Institutions holding KO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Evolution Advisers, Inc.10$00.00%00.0%Unchanged
NewSquare Capital LLC0$90.00%0Unchanged
Evergreen Private Wealth LLC1$420.00%−2,998−100.0%Reduced
Mendota Financial Group, LLC7$5040.00%+7New
Roble, Belko & Company, Inc10$1.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC20$1.00K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.17$1.22K0.00%00.0%Unchanged
Horizon Financial Services, LLC21$1.51K0.00%00.0%Unchanged
Arcadia Investment Management Corp27$1.91K0.00%−171−86.4%Reduced
Tower View Investment Management & Research LLC40$2.88K0.00%00.0%Unchanged
WestEnd Advisors, LLC43$3.09K0.00%+10+30.3%Added
Granite FO LLC44$3.16K0.00%+44New
ClariVest Asset Management LLC76$4.84K0.00%00.0%Unchanged
Pinpoint Asset Management Ltd79$5.68K0.00%+79New
PayPay Securities Corp91$6.54K0.58%−5−5.2%Reduced
Moser Wealth Advisors, LLC91$6.54K0.00%00.0%Unchanged
Talon Private Wealth, LLC94$6.75K0.00%+94New
Miller Wealth Advisors, LLC100$6.99K0.00%−24−19.4%Reduced
Cedar Mountain Advisors, LLC99$7.11K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.102$7.17K0.00%−819−88.9%Reduced
HGK Asset Management Inc100$7.19K0.00%−76,479−99.9%Reduced
Macroview Investment Management LLC100$7.19K0.01%+100New
Hoese & Co LLP100$7.19K0.01%+100New
Caitlin John, LLC118$7.40K0.00%+101+594.1%Added
Abich Financial Wealth Management LLC112$8.05K0.02%−66−37.1%Reduced
West Financial Advisors, LLC114$8.19K0.00%00.0%Unchanged
Biglari Capital Corp.120$8.62K0.00%00.0%Unchanged
Ogorek Anthony Joseph127$9.00K0.00%00.0%Unchanged
Insight Financial Services148$10.6K0.01%00.0%Unchanged
ZRC Wealth Management, LLC151$10.9K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.154$11.1K0.02%00.0%Unchanged
Osterweis Capital Management Inc168$12.1K0.00%00.0%Unchanged
Gold Investment Management Ltd.182$13.1K0.01%−702−79.4%Reduced
Ridgewood Investments LLC192$13.8K0.01%00.0%Unchanged
Anfield Capital Management, LLC192$13.8K0.01%+125+186.6%Added
BBJS Financial Advisors, LLC195$14.0K0.00%00.0%Unchanged
SWAN Capital LLC200$14.4K0.01%00.0%Unchanged
Syntax Research, Inc.200$14.4K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC202$14.5K0.01%00.0%Unchanged
Stephenson National Bank & Trust259$18.6K0.01%00.0%Unchanged
Criterion Capital Advisors, LLC300$19.1K0.01%00.0%Unchanged
JDM Financial Group LLC268$19.3K0.01%+50+22.9%Added
Legacy Investment Solutions, LLC315$19.8K0.01%+315New
Legacy Wealth Managment, LLC315$19.8K0.01%+315New
Altshuler Shaham Ltd295$21.2K0.00%−33−10.1%Reduced
JCIC Asset Management Inc.303$21.8K0.01%00.0%Unchanged
Briaud Financial Planning, Inc316$22.0K0.01%00.0%Unchanged
Eukles Asset Management312$22.4K0.01%00.0%Unchanged
RE Dickinson Investment Advisors, LLC318$22.9K0.01%+1+0.3%Added
Ruedi Wealth Management, Inc.336$24.2K0.01%−42−11.1%Reduced
Raffa Wealth Management, LLC339$24.4K0.01%−157−31.7%Reduced
Wells Financial Advisors INC347$25.1K0.03%+347New
DecisionPoint Financial, LLC350$25.2K0.01%00.0%Unchanged
True Wealth Design, LLC356$25.6K0.01%−99−21.8%Reduced
REAP Financial Group, LLC362$26.0K0.01%+53+17.2%Added
Horrell Capital Management, Inc.359$26.0K0.01%+1+0.3%Added
Penserra Capital Management LLC375$26.0K0.00%+9+2.5%Added
CKW Financial Group364$26.0K0.00%+1+0.3%Added
GoalVest Advisory LLC365$26.2K0.01%00.0%Unchanged
Valued Wealth Advisors LLC365$26.3K0.02%+75+25.9%Added
Game Plan Financial Advisors, LLC375$26.9K0.01%00.0%Unchanged
Hoey Investments, Inc432$27.5K0.01%00.0%Unchanged
Bare Financial Services, Inc386$27.7K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC400$28.7K0.02%+100+33.3%Added
IAG Wealth Partners, LLC407$29.3K0.01%−58−12.5%Reduced
New Millennium Group LLC415$29.8K0.02%+3+0.7%Added
Carolina Wealth Advisors, LLC446$32.0K0.02%00.0%Unchanged
Redmont Wealth Advisors LLC458$32.9K0.05%00.0%Unchanged
WealthCollab, LLC461$33.1K0.02%00.0%Unchanged
Private Wealth Management Group, LLC476$34.2K0.01%+15+3.3%Added
Kiely Wealth Advisory Group, Inc.539$34.2K0.02%00.0%Unchanged
Pathway Financial Advisers, LLC2,478,487$34.5K0.02%+2,443,612+7,006.8%Added
Hara Capital LLC481$34.6K0.02%+481New
New Age Alpha Advisors, LLC493$35.4K0.02%+328+198.8%Added
WFA Asset Management Corp498$35.8K0.02%+2+0.4%Added
E Fund Management (Hong Kong) Co., Ltd.507$36.0K0.02%+507New
VitalStone Financial, LLC509$36.6K0.02%+4+0.8%Added
ESL Trust Services, LLC515$37.0K0.01%00.0%Unchanged
Horizons Wealth Management525$37.7K0.03%00.0%Unchanged
Frazier Financial Advisors, LLC542$39.0K0.03%−395−42.2%Reduced
Pacific Capital Wealth Advisors, Inc546$39.2K0.01%−493−47.4%Reduced
Hillsdale Investment Management Inc.554$39.8K0.00%+554New
DiNuzzo Private Wealth, Inc.561$40.3K0.00%−2−0.4%Reduced
Elequin Capital LP564$40.5K0.00%+564New
Red Tortoise LLC568$40.8K0.02%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC573$41.2K0.07%00.0%Unchanged
Accordant Advisory Group Inc575$41.3K0.03%+62+12.1%Added
SIMA Wealth Partners, LLC585$42.0K0.04%−37−5.9%Reduced
Your Advocates Ltd., LLP598$43.0K0.02%00.0%Unchanged
MidAtlantic Capital Management, Inc.604$43.4K0.03%00.0%Unchanged
Creekmur Asset Management LLC615$44.2K0.01%+1+0.2%Added
Annapolis Financial Services, LLC635$45.6K0.01%+13+2.1%Added
Richardson Capital Management LLC650$46.7K0.03%00.0%Unchanged
Uncommon Cents Investing LLC650$46.7K0.01%+650New
Financial Connections Group, Inc.656$47.0K0.02%−80−10.9%Reduced
Meeder Asset Management Inc667$47.9K0.00%+5+0.8%Added
Flaharty Asset Management, LLC674$48.4K0.01%+674New
DHJJ Financial Advisors, Ltd.700$50.3K0.02%00.0%Unchanged
MRP Capital Investments, LLC700$50.3K0.05%+700New
Dogwood Wealth Management LLC701$50.3K0.03%+6+0.9%Added