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 |
|---|---|---|---|---|---|
| Elevate Wealth Advisory, Inc | 9,218 | $666.9K | 0.49% | −698−7.0% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 9,289 | $667.5K | 0.48% | +8+0.1% | Added |
| Vestor Capital, LLC | 9,290 | $668.0K | 0.05% | −13−0.1% | Reduced |
| Copley Financial Group, Inc. | 9,308 | $668.9K | 0.61% | +9,308 | New |
| Van Cleef Asset Management,Inc | 9,310 | $669.0K | 0.07% | 00.0% | Unchanged |
| Renasant Bank | 9,328 | $670.3K | 0.44% | −6,421−40.8% | Reduced |
| Stanley-Laman Group, Ltd. | 9,330 | $670.5K | 0.09% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 9,335 | $670.8K | 0.08% | −250−2.6% | Reduced |
| Indie Asset Partners, LLC | 9,391 | $674.8K | 0.51% | +8+0.1% | Added |
| Financial Network Wealth Advisors LLC | 9,405 | $675.8K | 0.56% | −47−0.5% | Reduced |
| Archer Investment Corp | 9,420 | $676.9K | 0.18% | −650−6.5% | Reduced |
| Hartford Financial Management Inc. | 9,447 | $678.9K | 0.14% | −961−9.2% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,468 | $680.4K | 0.14% | +605+6.8% | Added |
| Councilmark Asset Management, LLC | 9,476 | $680.9K | 0.46% | −300−3.1% | Reduced |
| Sierra Capital LLC | 9,470 | $681.0K | 0.08% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 9,872 | $682.9K | 0.15% | +9,872 | New |
| First National Bank of Mount Dora, Trust Investment Services | 9,509 | $683.3K | 0.16% | −1,849−16.3% | Reduced |
| BCU Wealth Advisors, LLC | 9,513 | $683.6K | 0.41% | 00.0% | Unchanged |
| Searle & Co. | 9,520 | $684.1K | 0.17% | −3,684−27.9% | Reduced |
| Baker Avenue Asset Management, LP | 9,534 | $685.1K | 0.02% | +5,727+150.4% | Added |
| MN Wealth Advisors, LLC | 9,537 | $685.4K | 0.39% | −3,986−29.5% | Reduced |
| Tandem Investment Advisors, Inc. | 9,540 | $686.0K | 0.03% | −960−9.1% | Reduced |
| Lantz Financial LLC | 9,555 | $686.6K | 0.19% | +858+9.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,572 | $687.8K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 9,582 | $688.6K | 0.06% | +43+0.5% | Added |
| Clearwater Capital Advisors, LLC | 9,583 | $688.6K | 0.07% | +9,583 | New |
| Goelzer Investment Management, Inc. | 9,592 | $689.3K | 0.04% | 00.0% | Unchanged |
| Ti-Trust, Inc | 9,624 | $691.6K | 0.50% | −40.0% | Reduced |
| Legacy Wealth Management, LLC | 9,627 | $691.8K | 0.25% | +1,227+14.6% | Added |
| Mountain Pacific Investment Advisers Inc | 9,629 | $691.9K | 0.05% | −285−2.9% | Reduced |
| Miracle Mile Advisors, LLC | 9,643 | $692.9K | 0.02% | +972+11.2% | Added |
| Adams Wealth Management | 9,643 | $692.9K | 0.15% | −1,703−15.0% | Reduced |
| CacheTech Inc. | 9,643 | $692.9K | 0.15% | −1,703−15.0% | Reduced |
| First Heartland Consultants, Inc. | 9,640 | $693.0K | 0.07% | −74−0.8% | Reduced |
| Cross Staff Investments Inc | 9,649 | $693.4K | 0.54% | 00.0% | Unchanged |
| United Advisor Group, LLC | 9,649 | $693.4K | 0.16% | +2,544+35.8% | Added |
| Kimelman & Baird, LLC | 9,670 | $694.9K | 0.06% | 00.0% | Unchanged |
| First Foundation Advisors | 9,685 | $696.0K | 0.03% | −2,058−17.5% | Reduced |
| Fiduciary Alliance LLC | 9,690 | $696.3K | 0.09% | +2,542+35.6% | Added |
| Aspen Investment Management Inc | 9,696 | $697.0K | 0.33% | −285−2.9% | Reduced |
| Regimen Wealth, LLC | 9,741 | $700.0K | 0.23% | +74+0.8% | Added |
| Prentice Wealth Management LLC | 9,746 | $700.3K | 0.21% | +506+5.5% | Added |
| Buttonwood Financial Advisors Inc. | 9,749 | $700.6K | 0.31% | −237−2.4% | Reduced |
| Pure Financial Advisors, Inc. | 9,755 | $701.0K | 0.02% | +4,757+95.2% | Added |
| Tarbox Family Office, Inc. | 9,769 | $702.0K | 0.12% | 00.0% | Unchanged |
| IFG Advisors, LLC | 9,792 | $703.6K | 0.15% | 00.0% | Unchanged |
| Embree Financial Group | 9,822 | $705.8K | 0.13% | +16+0.2% | Added |
| Nicholson Wealth Management Group, LLC | 9,822 | $705.8K | 0.58% | +9,822 | New |
| HCR Wealth Advisors | 9,882 | $710.2K | 0.09% | −265−2.6% | Reduced |
| Zhang Financial LLC | 9,897 | $711.2K | 0.04% | +99+1.0% | Added |
| Dynamic Technology Lab Private Ltd | 9,920 | $713.0K | 0.08% | −752−7.0% | Reduced |
| Sittner & Nelson, LLC | 9,941 | $714.3K | 0.32% | −60−0.6% | Reduced |
| Spinnaker Investment Group, LLC | 9,963 | $716.0K | 0.18% | −54−0.5% | Reduced |
| Richwood Investment Advisors, LLC | 9,973 | $716.6K | 0.59% | +50+0.5% | Added |
| Virtue Capital Management, LLC | 9,975 | $716.8K | 0.14% | −2,224−18.2% | Reduced |
| Cambridge Advisors Inc. | 9,976 | $716.9K | 0.16% | +38+0.4% | Added |
| Strategic Investment Solutions, Inc. | 9,993 | $718.1K | 0.22% | +159+1.6% | Added |
| Gibson Wealth Advisors LLC | 10,000 | $718.6K | 0.58% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 10,021 | $720.0K | 0.04% | +800+8.7% | Added |
| Mosaic Family Wealth Partners, LLC | 10,039 | $721.4K | 0.11% | +58+0.6% | Added |
| Elk River Wealth Management, LLC | 9,980 | $722.0K | 0.13% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 10,053 | $722.4K | 0.09% | −377−3.6% | Reduced |
| Owen LaRue, LLC | 10,074 | $723.9K | 0.38% | −70−0.7% | Reduced |
| OMC Financial Services LTD | 11,379 | $724.0K | 0.34% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,085 | $724.7K | 0.10% | +66+0.7% | Added |
| McKinley Carter Wealth Services, Inc. | 10,094 | $725.4K | 0.04% | +1,955+24.0% | Added |
| McDonald Partners LLC | 10,103 | $726.1K | 0.18% | −130−1.3% | Reduced |
| N.E.W. Advisory Services LLC | 10,110 | $726.5K | 0.07% | +138+1.4% | Added |
| Occidental Asset Management, LLC | 10,116 | $726.9K | 0.12% | +688+7.3% | Added |
| Mount Yale Investment Advisors, LLC | 10,121 | $727.3K | 0.07% | −350−3.3% | Reduced |
| King Wealth | 10,135 | $728.0K | 0.11% | −186−1.8% | Reduced |
| Great Diamond Partners, LLC | 10,145 | $729.0K | 0.19% | −1,854−15.5% | Reduced |
| Mystic Asset Management, Inc. | 10,149 | $729.3K | 0.28% | +2,486+32.4% | Added |
| Onefund, LLC | 10,185 | $731.9K | 0.74% | +30.0% | Added |
| Viawealth, LLC | 10,213 | $733.9K | 0.43% | +50.0% | Added |
| Cullen Capital Management LLC | 10,219 | $734.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 12,011 | $734.8K | 0.11% | +805+7.2% | Added |
| Capital Wealth Planning, LLC | 10,252 | $736.7K | 0.01% | +122+1.2% | Added |
| Drive Wealth Management, LLC | 10,191 | $737.3K | 0.19% | +367+3.7% | Added |
| OneAscent Wealth Management LLC | 10,204 | $738.0K | 0.28% | +10,204 | New |
| ICONIQ Capital, LLC | 10,273 | $738.2K | 0.02% | +10,273 | New |
| Krilogy Financial LLC | 10,274 | $738.3K | 0.05% | +10,274 | New |
| Wills Financial Group, Inc. | 10,286 | $739.2K | 0.31% | +14+0.1% | Added |
| Argent Capital Management LLC | 10,310 | $740.9K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10,327 | $742.1K | 0.07% | +202+2.0% | Added |
| Cim Investment Mangement Inc | 10,353 | $744.0K | 0.22% | −396−3.7% | Reduced |
| Webster Bank, N. A. | 10,366 | $744.9K | 0.08% | −1,331−11.4% | Reduced |
| River Wealth Advisors LLC | 10,377 | $745.7K | 0.10% | +568+5.8% | Added |
| Enterprise Financial Services Corp | 10,394 | $746.9K | 0.44% | +1,182+12.8% | Added |
| Apella Capital, LLC | 10,533 | $747.9K | 0.03% | +146+1.4% | Added |
| Harvest Fund Management Co., Ltd | 10,416 | $748.0K | 0.04% | +4,669+81.2% | Added |
| Alpine Bank Wealth Management | 10,431 | $749.6K | 0.12% | +10,431 | New |
| Olistico Wealth, LLC | 10,438 | $750.1K | 0.46% | +29+0.3% | Added |
| Proathlete Wealth Management LLC | 10,459 | $751.4K | 0.31% | −40.0% | Reduced |
| Gilman Hill Asset Management, LLC | 10,460 | $751.7K | 0.13% | −710−6.4% | Reduced |
| Corundum Group, Inc. | 10,475 | $752.7K | 0.34% | −8,465−44.7% | Reduced |
| Ellis Investment Partners, LLC | 10,481 | $753.2K | 0.15% | +51+0.5% | Added |
| Seeds Investor LLC | 10,486 | $753.5K | 0.28% | +2,343+28.8% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $754.5K | 0.19% | −6,300−37.5% | Reduced |
| Elgethun Capital Management | 10,513 | $755.4K | 0.18% | +14+0.1% | Added |