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 | 3,583 | $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, 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 |
|---|---|---|---|---|---|
| Retirement Financial Solutions, LLC | 8,046 | $578.2K | 0.25% | +33+0.4% | Added |
| Acorn Financial Advisory Services Inc | 8,058 | $579.1K | 0.10% | −831−9.3% | Reduced |
| Cannon Wealth Management Services, LLC | 8,065 | $579.5K | 0.53% | +8,065 | New |
| Three Seasons Wealth, LLC | 8,017 | $580.0K | 0.31% | +8,017 | New |
| Platform Technology Partners | 8,073 | $580.1K | 0.18% | −278−3.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 8,055 | $582.6K | 0.14% | −129−1.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,117 | $583.3K | 0.05% | −95−1.2% | Reduced |
| Abel Hall, LLC | 8,122 | $583.6K | 0.38% | +373+4.8% | Added |
| Sand Hill Global Advisors, LLC | 8,129 | $584.1K | 0.02% | +288+3.7% | Added |
| Resources Management Corp | 8,141 | $585.0K | 0.08% | −75−0.9% | Reduced |
| First National Corp | 8,160 | $586.3K | 0.13% | −270−3.2% | Reduced |
| Heartland Bank & Trust Co | 8,175 | $587.5K | 0.32% | −298−3.5% | Reduced |
| HF Advisory Group, LLC | 8,187 | $588.3K | 0.27% | −198−2.4% | Reduced |
| Requisite Capital Management, LLC | 8,145 | $589.3K | 0.12% | 00.0% | Unchanged |
| First Hawaiian Bank | 8,216 | $590.4K | 0.02% | −4,317−34.4% | Reduced |
| Apexium Financial, LP | 8,199 | $590.9K | 0.04% | +383+4.9% | Added |
| Montz Harcus Wealth Management LLC | 8,230 | $591.4K | 0.35% | +84+1.0% | Added |
| Koss-Olinger Consulting, LLC | 8,242 | $592.0K | 0.05% | +2,669+47.9% | Added |
| Bienville Capital Management, LLC | 8,200 | $593.2K | 0.15% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8,278 | $594.9K | 0.08% | +83+1.0% | Added |
| Yarbrough Capital, LLC | 8,300 | $596.4K | 0.02% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 8,321 | $597.9K | 0.20% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 8,329 | $598.5K | 0.07% | −89−1.1% | Reduced |
| Ifrah Financial Services, Inc. | 8,354 | $600.3K | 0.16% | +93+1.1% | Added |
| S.A. Mason LLC | 8,368 | $601.3K | 0.32% | +8+0.1% | Added |
| Evermay Wealth Management LLC | 8,334 | $602.0K | 0.10% | −495−5.6% | Reduced |
| Paragon Capital Management Ltd | 8,377 | $602.0K | 0.12% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 8,394 | $603.2K | 0.05% | −751−8.2% | Reduced |
| Mosaic Financial Group, LLC | 8,400 | $604.0K | 0.43% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 8,409 | $604.3K | 0.12% | −5−0.1% | Reduced |
| Cable Hill Partners, LLC | 8,394 | $607.3K | 0.06% | +507+6.4% | Added |
| 360 Financial, Inc. | 8,451 | $607.3K | 0.22% | +251+3.1% | Added |
| Armstrong, Fleming & Moore, Inc | 8,461 | $608.0K | 0.35% | −81−0.9% | Reduced |
| Interchange Capital Partners, LLC | 8,459 | $608.1K | 0.22% | −436−4.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,464 | $608.2K | 0.09% | +2,475+41.3% | Added |
| Alliance Wealth Advisors, LLC | 8,471 | $608.7K | 0.35% | −20−0.2% | Reduced |
| Capstone Investment Advisors, LLC | 8,489 | $610.0K | 0.01% | −11,053−56.6% | Reduced |
| Revolve Wealth Partners, LLC | 8,502 | $610.9K | 0.09% | +331+4.1% | Added |
| Essex Investment Management Co LLC | 8,505 | $611.2K | 0.11% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 8,507 | $611.3K | 0.10% | +351+4.3% | Added |
| NovaPoint Capital, LLC | 8,510 | $611.5K | 0.19% | −13,000−60.4% | Reduced |
| Strata Wealth Advisors, LLC | 8,512 | $611.7K | 0.20% | +69+0.8% | Added |
| Wimmer Associates 1, LLC | 8,527 | $612.8K | 0.30% | −1,351−13.7% | Reduced |
| Alan B. Lancz & Associates, Inc. | 8,550 | $614.4K | 0.56% | 00.0% | Unchanged |
| Investors Research Corp | 8,573 | $616.1K | 0.13% | −350−3.9% | Reduced |
| RMR Capital Management, LLC | 8,579 | $616.5K | 0.52% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8,586 | $617.0K | 0.04% | +94+1.1% | Added |
| Vivaldi Capital Management, LLC | 8,600 | $618.0K | 0.18% | +231+2.8% | Added |
| Westbourne Investment Advisors, Inc. | 8,615 | $619.0K | 0.22% | 00.0% | Unchanged |
| Gibbs Wealth Management | 8,620 | $619.4K | 0.20% | +1,701+24.6% | Added |
| Addison Advisors LLC | 8,635 | $620.5K | 0.17% | −218−2.5% | Reduced |
| GDS Wealth Management | 8,664 | $622.6K | 0.06% | −288−3.2% | Reduced |
| Whalerock Point Partners, LLC | 8,666 | $622.7K | 0.15% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 8,691 | $624.5K | 0.14% | +81+0.9% | Added |
| Fagan Associates, Inc. | 8,696 | $624.9K | 0.10% | 00.0% | Unchanged |
| Laraway Financial Inc | 8,699 | $625.1K | 0.50% | +228+2.7% | Added |
| Firestone Capital Management | 8,703 | $625.4K | 0.16% | +10.0% | Added |
| IMA Wealth, Inc. | 8,649 | $625.7K | 0.14% | +8,649 | New |
| Journey Advisory Group, LLC | 9,852 | $627.1K | 0.08% | 00.0% | Unchanged |
| Kidder Stephen W | 8,730 | $627.3K | 0.19% | −750−7.9% | Reduced |
| Sar Wealth Management Group, LLC | 8,755 | $629.2K | 0.42% | +47+0.5% | Added |
| Cornerstone Capital, Inc. | 8,764 | $629.8K | 0.06% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 8,775 | $630.0K | 0.01% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 8,779 | $630.9K | 0.15% | +70+0.8% | Added |
| Liberty Wealth Management LLC | 8,779 | $631.0K | 0.11% | −39,283−81.7% | Reduced |
| First National Bank | 8,801 | $632.4K | 0.44% | +1,677+23.5% | Added |
| FNY Investment Advisers, LLC | 8,810 | $633.0K | 0.31% | +8,810 | New |
| Monograph Wealth Advisors, LLC | 8,754 | $633.3K | 0.08% | 00.0% | Unchanged |
| Middleton & Co Inc | 8,825 | $634.2K | 0.07% | −500−5.4% | Reduced |
| Inlet Private Wealth, LLC | 8,853 | $636.2K | 0.16% | −560−5.9% | Reduced |
| Mattern Wealth Management LLC | 8,878 | $638.0K | 0.14% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 8,882 | $638.3K | 0.11% | +330+3.9% | Added |
| Cypress Wealth Services, LLC | 8,924 | $641.3K | 0.13% | +179+2.0% | Added |
| Maple Capital Management, Inc. | 8,946 | $642.9K | 0.05% | −669−7.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,961 | $643.0K | 0.19% | +197+2.2% | Added |
| Capital Square, LLC | 8,961 | $643.9K | 0.39% | +395+4.6% | Added |
| Chilton Investment Co LLC | 8,966 | $644.3K | 0.02% | +446+5.2% | Added |
| Laidlaw Wealth Management LLC | 8,970 | $644.6K | 0.32% | −432−4.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 8,979 | $645.2K | 0.47% | +717+8.7% | Added |
| Jeppson Wealth Management, LLC | 8,981 | $645.4K | 0.23% | −115−1.3% | Reduced |
| Crescent Sterling, Ltd. | 8,998 | $646.6K | 0.62% | +20.0% | Added |
| Second Line Capital, LLC | 8,957 | $648.0K | 0.18% | +1,147+14.7% | Added |
| Amplius Wealth Advisors, LLC | 9,049 | $650.3K | 0.07% | +654+7.8% | Added |
| Marex Group plc | 9,049 | $650.3K | 0.01% | +1,324+17.1% | Added |
| Fortress Wealth Group, LLC | 9,762 | $650.8K | 0.32% | +7+0.1% | Added |
| Klingman & Associates, LLC | 9,072 | $651.9K | 0.04% | +2,200+32.0% | Added |
| Conscious Wealth Investments, LLC | 9,587 | $652.0K | 0.45% | 00.0% | Unchanged |
| Smart Money Group LLC | 9,988 | $652.3K | 0.23% | +875+9.6% | Added |
| DAGCO, Inc. | 9,095 | $653.6K | 0.27% | −1,038−10.2% | Reduced |
| Roman Butler Fullerton & Co | 9,295 | $653.8K | 0.20% | −215−2.3% | Reduced |
| Nadler Financial Group, Inc. | 9,108 | $654.5K | 0.07% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9,072 | $656.3K | 0.05% | +1,697+23.0% | Added |
| HHM Wealth Advisors, LLC | 9,150 | $657.5K | 0.09% | −868−8.7% | Reduced |
| Geller Advisors LLC | 9,095 | $658.0K | 0.05% | +521+6.1% | Added |
| Alera Investment Advisors, LLC | 9,173 | $659.2K | 0.08% | −406−4.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,190 | $660.4K | 0.31% | −200−2.1% | Reduced |
| Dividend Assets Capital, LLC | 9,207 | $661.6K | 0.13% | −80−0.9% | Reduced |
| Firethorn Wealth Partners, LLC | 9,277 | $666.6K | 0.34% | +77+0.8% | Added |
| Wall Street Access Asset Management, LLC | 9,277 | $666.6K | 0.25% | +500+5.7% | Added |
| Stockman Wealth Management, Inc. | 9,280 | $666.9K | 0.10% | −188−2.0% | Reduced |