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
- 3,145
- +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
- 1,285 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,649 | $263.1B |
| Q1 2026 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 6,876 | $494.1K | 0.01% | +3,967+136.4% | Added |
| M. Kraus & Co | 6,888 | $495.0K | 0.15% | −52−0.7% | Reduced |
| Clarus Group, Inc. | 6,900 | $495.8K | 0.21% | +13+0.2% | Added |
| Cornerstone Advisory, LLC | 6,905 | $496.2K | 0.07% | +250+3.8% | Added |
| Beacon Investment Advisory Services, Inc. | 6,939 | $498.6K | 0.02% | +522+8.1% | Added |
| Sawgrass Asset Management LLC | 6,941 | $498.8K | 0.05% | +2,085+42.9% | Added |
| Investment Partners Asset Management, Inc. | 6,956 | $499.9K | 0.41% | +150+2.2% | Added |
| Provident Wealth Management, LLC | 6,957 | $499.9K | 0.17% | +140+2.1% | Added |
| Five Oceans Advisors | 6,968 | $500.7K | 0.24% | −4−0.1% | Reduced |
| Elyxium Wealth, LLC | 6,979 | $501.5K | 0.28% | +6,979 | New |
| Spirepoint Private Client, LLC | 6,985 | $501.9K | 0.07% | +15+0.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 6,988 | $502.2K | 0.15% | +2,139+44.1% | Added |
| Pegasus Partners Ltd. | 6,997 | $502.8K | 0.05% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 7,000 | $503.0K | 0.15% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 7,102 | $504.3K | 0.21% | −100−1.4% | Reduced |
| First Affirmative Financial Network | 7,025 | $504.8K | 0.28% | +1,415+25.2% | Added |
| Schear Investment Advisers, LLC | 7,044 | $506.2K | 0.31% | +1,054+17.6% | Added |
| Alpha Family Trust | 7,045 | $506.3K | 0.28% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 7,077 | $508.6K | 0.32% | −161−2.2% | Reduced |
| Vision Capital Management, Inc. | 7,088 | $509.3K | 0.07% | 00.0% | Unchanged |
| New Republic Capital, LLC | 7,041 | $509.4K | 0.29% | −1,449−17.1% | Reduced |
| Harbor Advisory Corp | 7,092 | $509.6K | 0.17% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 7,104 | $510.5K | 0.10% | −10−0.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 7,058 | $510.6K | 0.25% | −35−0.5% | Reduced |
| Ssi Investment Management LLC | 7,106 | $510.6K | 0.04% | −30.0% | Reduced |
| ELCO Management Co., LLC | 7,106 | $510.6K | 0.28% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 7,121 | $511.7K | 0.36% | +80+1.1% | Added |
| Fragasso Group Inc. | 7,151 | $513.9K | 0.04% | +753+11.8% | Added |
| Safe Harbor Fiduciary, LLC | 7,159 | $514.4K | 0.48% | +7,159 | New |
| apricus wealth, LLC | 7,168 | $515.1K | 0.34% | −531−6.9% | Reduced |
| 1858 Wealth Management, LLC | 7,187 | $516.5K | 0.42% | −5−0.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,193 | $516.9K | 0.10% | +38+0.5% | Added |
| Wealth Dimensions Group, Ltd. | 7,204 | $517.6K | 0.13% | −371−4.9% | Reduced |
| Callan Capital, LLC | 7,207 | $517.9K | 0.04% | +1,068+17.4% | Added |
| SNS Financial Group, LLC | 7,164 | $518.2K | 0.05% | −301−4.0% | Reduced |
| Crescent Grove Advisors, LLC | 7,181 | $519.5K | 0.05% | −747−9.4% | Reduced |
| Greenspring Advisors, LLC | 7,230 | $519.5K | 0.11% | −420−5.5% | Reduced |
| Union Savings Bank | 7,248 | $520.8K | 0.26% | +1,000+16.0% | Added |
| Capital Advisors Wealth Management, LLC | 7,278 | $523.0K | 0.10% | −125−1.7% | Reduced |
| Herold Advisors, Inc. | 7,279 | $523.1K | 0.11% | −18−0.2% | Reduced |
| Verus Capital Partners, LLC | 7,267 | $524.1K | 0.05% | +57+0.8% | Added |
| Orrstown Financial Services Inc | 7,294 | $524.1K | 0.15% | +7,294 | New |
| Rollins Financial Advisors, LLC | 7,326 | $526.5K | 0.09% | +23+0.3% | Added |
| Sutton Place Investors LLC | 7,373 | $529.8K | 0.32% | +230+3.2% | Added |
| Optiver Holding B.V. | 7,393 | $531.3K | 0.01% | +7,393 | New |
| Charter Oak Capital Management, LLC | 7,409 | $532.4K | 0.05% | +200+2.8% | Added |
| Canal Capital Management, LLC | 7,416 | $532.9K | 0.09% | −7−0.1% | Reduced |
| Proficio Capital Partners LLC | 7,417 | $533.0K | 0.05% | −2,259−23.3% | Reduced |
| SOA Wealth Advisors, LLC. | 7,433 | $534.2K | 0.10% | +7+0.1% | Added |
| TFB Advisors LLC | 7,443 | $534.9K | 0.16% | +100+1.4% | Added |
| W.H. Cornerstone Investments Inc. | 7,448 | $535.0K | 0.36% | +6+0.1% | Added |
| Arbor Wealth Advisors LLC | 7,447 | $535.1K | 0.48% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 7,468 | $536.7K | 0.13% | +20+0.3% | Added |
| Vista Wealth Management Group, LLC | 7,468 | $536.7K | 0.04% | +464+6.6% | Added |
| SignalPoint Asset Management, LLC | 7,488 | $537.6K | 0.13% | −22−0.3% | Reduced |
| Summitry LLC | 7,481 | $537.6K | 0.03% | +273+3.8% | Added |
| Kelly Lawrence W & Associates Inc | 7,483 | $537.7K | 0.12% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 7,493 | $538.4K | 0.27% | −131−1.7% | Reduced |
| Notis-McConarty Edward | 7,500 | $539.0K | 0.24% | −260−3.4% | Reduced |
| Revisor Wealth Management LLC | 7,515 | $540.1K | 0.34% | −319−4.1% | Reduced |
| Pettee Investors, Inc. | 7,516 | $540.1K | 0.26% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 7,543 | $540.9K | 0.08% | +2,117+39.0% | Added |
| Annex Advisory Services, LLC | 7,558 | $543.1K | 0.02% | +769+11.3% | Added |
| Carmichael Hill & Associates, Inc. | 7,560 | $543.3K | 0.20% | −817−9.8% | Reduced |
| Rocky Mountain Advisers, LLC | 7,564 | $543.5K | 0.16% | +18+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 7,525 | $544.0K | 0.15% | −671−8.2% | Reduced |
| Front Street Capital Management, Inc. | 7,384 | $545.0K | 0.09% | −14−0.2% | Reduced |
| Live Oak Private Wealth LLC | 7,596 | $545.9K | 0.09% | −69,190−90.1% | Reduced |
| Spirit of America Management Corp | 7,600 | $546.1K | 0.11% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 7,601 | $546.2K | 0.14% | +4+0.1% | Added |
| Johnson Financial Group, Inc. | 7,570 | $547.7K | 0.03% | +842+12.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,634 | $548.6K | 0.18% | −112−1.4% | Reduced |
| Global Financial Private Client, LLC | 7,657 | $550.3K | 0.21% | +615+8.7% | Added |
| Laffer Tengler Investments | 7,658 | $550.3K | 0.11% | +10.0% | Added |
| Kapstone Financial Advisors LLC | 7,684 | $551.6K | 0.33% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 7,681 | $552.0K | 0.33% | +293+4.0% | Added |
| CWS Financial Advisors, LLC | 7,694 | $552.9K | 0.20% | +706+10.1% | Added |
| Pacitti Group Inc. | 7,656 | $553.7K | 0.26% | +6+0.1% | Added |
| Forte Capital LLC | 7,719 | $554.7K | 0.06% | −785−9.2% | Reduced |
| One Capital Management, LLC | 7,742 | $556.3K | 0.02% | +168+2.2% | Added |
| Rise Advisors, LLC | 7,762 | $557.8K | 0.27% | +214+2.8% | Added |
| True North Advisors, LLC | 7,791 | $559.9K | 0.15% | −86−1.1% | Reduced |
| Trust Co | 7,811 | $561.3K | 0.07% | −2,054−20.8% | Reduced |
| Peoples Bank | 7,832 | $562.8K | 0.29% | −418−5.1% | Reduced |
| Breakwater Capital Group | 7,848 | $564.0K | 0.11% | +131+1.7% | Added |
| Colonial River Wealth Management, LLC | 7,850 | $564.1K | 0.28% | −4,636−37.1% | Reduced |
| Hamilton Capital, LLC | 8,638 | $564.1K | 0.04% | +496+6.1% | Added |
| Sym Financial Corp | 7,858 | $564.7K | 0.08% | +1,105+16.4% | Added |
| Cardiff Park Advisors, LLC | 7,860 | $564.8K | 0.05% | +5+0.1% | Added |
| Oak Harvest Investment Services | 7,886 | $566.7K | 0.08% | −390−4.7% | Reduced |
| Strategic Advocates LLC | 7,891 | $567.1K | 0.20% | −1,006−11.3% | Reduced |
| Optas, LLC | 7,917 | $568.9K | 0.13% | +492+6.6% | Added |
| Cary Street Partners Asset Management LLC | 7,921 | $569.2K | 0.08% | +355+4.7% | Added |
| Fairscale Capital, LLC | 7,870 | $569.3K | 0.50% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 7,960 | $572.0K | 0.34% | +68+0.9% | Added |
| Quadcap Wealth Management, LLC | 7,967 | $572.5K | 0.09% | +695+9.6% | Added |
| Aveo Capital Partners, LLC | 7,974 | $573.0K | 0.06% | −448−5.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 8,270 | $575.4K | 0.20% | +502+6.5% | Added |
| 180 Wealth Advisors, LLC | 8,008 | $575.5K | 0.09% | −173−2.1% | Reduced |
| Resonant Capital Advisors, LLC | 7,972 | $576.7K | 0.04% | +1,055+15.3% | Added |