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 |
|---|---|---|---|---|---|
| Aster Capital Management (DIFC) Ltd | 10,533 | $756.9K | 0.16% | +10,533 | New |
| Financial Management Professionals, Inc. | 10,560 | $759.0K | 0.09% | +343+3.4% | Added |
| Retirement Income Solutions, Inc | 10,567 | $759.3K | 0.17% | −62−0.6% | Reduced |
| Pinnacle Holdings, LLC | 10,583 | $760.5K | 0.30% | −63−0.6% | Reduced |
| Quent Capital, LLC | 10,590 | $760.8K | 0.08% | +786+8.0% | Added |
| Gray Wealth Management Inc. | 10,589 | $760.9K | 0.30% | +24+0.2% | Added |
| Hunter Associates Investment Management LLC | 10,573 | $763.0K | 0.12% | −2,060−16.3% | Reduced |
| Dark Forest Capital Management LP | 10,631 | $763.9K | 0.10% | +10,631 | New |
| Alta Advisers Ltd | 10,635 | $764.2K | 0.35% | +535+5.3% | Added |
| Keudell/Morrison Wealth Management | 10,644 | $764.9K | 0.21% | −14−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 10,654 | $765.6K | 0.10% | −578−5.1% | Reduced |
| Hardin Capital Partners, LLC | 11,070 | $765.8K | 0.43% | +55+0.5% | Added |
| Red Door Wealth Management, LLC | 10,661 | $766.1K | 0.13% | +1,780+20.0% | Added |
| Highline Wealth Partners LLC | 10,669 | $766.7K | 0.26% | −103−1.0% | Reduced |
| Brandywine Trust Co | 10,682 | $767.6K | 0.11% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 10,697 | $768.7K | 0.11% | +941+9.6% | Added |
| Advisor Resource Council | 10,697 | $768.7K | 0.35% | +10,697 | New |
| Paladin Wealth, LLC | 10,705 | $769.3K | 0.67% | +10,705 | New |
| Morningstar Investment Management LLC | 11,020 | $775.0K | 0.08% | −21,296−65.9% | Reduced |
| WoodTrust Financial Corp | 10,793 | $776.0K | 0.11% | −415−3.7% | Reduced |
| Private Portfolio Partners LLC | 10,805 | $776.5K | 0.15% | +10,805 | New |
| Monument Group Wealth Advisors, LLC | 10,810 | $776.8K | 0.47% | −10.0% | Reduced |
| Ashford Capital Management Inc | 10,816 | $777.2K | 0.10% | −110−1.0% | Reduced |
| Commonwealth Financial Services, LLC | 10,887 | $780.7K | 0.15% | −1,965−15.3% | Reduced |
| Prestige Wealth Management Group LLC | 10,813 | $782.3K | 0.16% | +394+3.8% | Added |
| BlueChip Wealth Advisors LLC | 10,891 | $782.7K | 0.41% | −799−6.8% | Reduced |
| Midwest Financial Group LLC | 10,892 | $783.0K | 0.46% | −4,359−28.6% | Reduced |
| Woodward Diversified Capital, LLC | 10,918 | $784.5K | 0.50% | −292−2.6% | Reduced |
| Hutchinson Capital Management | 10,927 | $785.2K | 0.15% | −18−0.2% | Reduced |
| Spreng Capital Management, Inc. | 10,956 | $787.3K | 0.37% | −1,521−12.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 10,889 | $787.8K | 0.34% | +239+2.2% | Added |
| Orser Capital Management, LLC | 10,968 | $788.2K | 0.61% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 11,002 | $790.6K | 0.09% | −371−3.3% | Reduced |
| William Allan, LLC | 11,011 | $791.2K | 0.49% | 00.0% | Unchanged |
| Cowa, LLC | 11,019 | $791.8K | 0.38% | −214−1.9% | Reduced |
| Amica Retiree Medical Trust | 11,025 | $792.0K | 0.66% | +11,025 | New |
| Peachtree Investment Partners, LLC | 11,032 | $792.8K | 0.30% | −920−7.7% | Reduced |
| Willis Investment Counsel | 11,040 | $793.3K | 0.05% | +643+6.2% | Added |
| Pure Portfolios Holdings LLC | 11,061 | $794.9K | 0.30% | +11,061 | New |
| D'Orazio & Associates, Inc. | 11,069 | $795.4K | 0.11% | +854+8.4% | Added |
| West Michigan Advisors, LLC | 11,018 | $796.8K | 0.24% | +72+0.7% | Added |
| Alberta Investment Management Corp | 11,100 | $797.6K | 0.01% | +11,100 | New |
| Cladis Investment Advisory, LLC | 11,112 | $798.5K | 0.55% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 11,121 | $799.2K | 0.20% | −213−1.9% | Reduced |
| L & S Advisors Inc | 11,121 | $799.2K | 0.08% | +475+4.5% | Added |
| Pinnacle West Asset Management, Inc. | 11,135 | $800.0K | 0.57% | +175+1.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,145 | $800.9K | 0.03% | +4,415+65.6% | Added |
| Dover Advisors, LLC | 11,162 | $802.1K | 0.45% | −50−0.4% | Reduced |
| Journey Strategic Wealth LLC | 11,164 | $802.3K | 0.03% | +1,156+11.6% | Added |
| Clear Creek Financial Management, LLC | 11,169 | $803.1K | 0.09% | −2,723−19.6% | Reduced |
| Xcel Wealth Management, LLC | 11,191 | $804.2K | 0.24% | −4,820−30.1% | Reduced |
| J. W. Coons Advisors, LLC | 11,198 | $804.7K | 0.20% | 00.0% | Unchanged |
| Grove Bank & Trust | 11,214 | $805.8K | 0.12% | +417+3.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,228 | $807.0K | 0.31% | −1,300−10.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,242 | $807.9K | 0.21% | +15+0.1% | Added |
| SevenBridge Financial Group, LLC | 12,783 | $809.9K | 0.16% | +900+7.6% | Added |
| Catalytic Wealth RIA, LLC | 11,282 | $810.7K | 0.14% | −187−1.6% | Reduced |
| Bangor Savings Bank | 11,282 | $810.8K | 0.08% | +682+6.4% | Added |
| Norris Perne & French LLP | 11,324 | $813.7K | 0.06% | −10−0.1% | Reduced |
| S&CO Inc | 11,386 | $818.0K | 0.05% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 11,387 | $818.3K | 0.15% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 11,407 | $819.7K | 0.58% | −583−4.9% | Reduced |
| Northstar Asset Management LLC | 11,435 | $821.7K | 0.19% | 00.0% | Unchanged |
| MBA Advisors LLC | 11,455 | $823.2K | 0.40% | −606−5.0% | Reduced |
| GHP Investment Advisors, Inc. | 11,499 | $826.3K | 0.04% | +1,229+12.0% | Added |
| Financial Partners Group, LLC | 11,506 | $826.8K | 0.31% | −488−4.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 11,498 | $831.7K | 0.09% | +242+2.1% | Added |
| Cassia Capital Partners, LLC | 11,576 | $831.9K | 0.55% | −733−6.0% | Reduced |
| Meridian Investment Counsel Inc. | 11,611 | $834.4K | 0.25% | −486−4.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 11,635 | $836.1K | 0.06% | +24+0.2% | Added |
| Cassaday & Co Wealth Management LLC | 11,647 | $837.0K | 0.02% | +817+7.5% | Added |
| Cook Wealth Management Group LLC | 12,700 | $837.2K | 0.42% | −470−3.6% | Reduced |
| LS Investment Advisors, LLC | 11,651 | $837.2K | 0.12% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $837.4K | 0.65% | – | – |
| Bank of New Hampshire | 11,664 | $838.2K | 0.21% | −70−0.6% | Reduced |
| Sather Financial Group Inc | 11,670 | $838.6K | 0.05% | −9,662−45.3% | Reduced |
| Becker Capital Management Inc | 11,601 | $839.3K | 0.03% | 00.0% | Unchanged |
| Congress Park Capital LLC | 11,686 | $839.8K | 0.31% | −20−0.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 11,694 | $840.3K | 0.39% | +802+7.4% | Added |
| FSB Premier Wealth Management, Inc. | 11,697 | $840.6K | 0.34% | −79−0.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,108 | $840.7K | 0.44% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 11,726 | $841.0K | 0.31% | −1,351−10.3% | Reduced |
| Aldebaran Financial Inc. | 11,711 | $841.5K | 0.99% | +2,065+21.4% | Added |
| Madison Asset Management, LLC | 11,714 | $841.8K | 0.01% | +155+1.3% | Added |
| Tobam | 11,760 | $845.0K | 0.15% | +541+4.8% | Added |
| New Century Financial Group, LLC | 11,775 | $846.1K | 0.31% | −322−2.7% | Reduced |
| Sound Financial Strategies Group, LLC | 11,809 | $848.6K | 0.68% | +97+0.8% | Added |
| HBW Advisory Services LLC | 11,844 | $851.1K | 0.12% | +7,928+202.5% | Added |
| Hendershot Investments Inc. | 11,847 | $851.3K | 0.12% | −224−1.9% | Reduced |
| Stonebrook Private Inc. | 11,866 | $852.7K | 0.23% | −26−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 11,878 | $853.5K | 0.04% | −134−1.1% | Reduced |
| Atwood & Palmer Inc | 11,882 | $853.8K | 0.06% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 11,891 | $854.5K | 0.09% | −211−1.7% | Reduced |
| Trueblood Wealth Management, LLC | 11,897 | $854.9K | 0.43% | −12−0.1% | Reduced |
| MJP Associates Inc | 11,898 | $855.0K | 0.16% | +639+5.7% | Added |
| Plancorp, LLC | 11,908 | $855.7K | 0.03% | +349+3.0% | Added |
| Landscape Capital Management, L.L.C. | 11,939 | $857.9K | 0.09% | −100,389−89.4% | Reduced |
| AA Financial Advisors, LLC | 11,952 | $858.9K | 0.25% | +1,452+13.8% | Added |
| Sit Investment Associates Inc | 11,952 | $859.0K | 0.02% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 11,979 | $861.0K | 0.38% | +148+1.3% | Added |