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 Planning Group | 11,986 | $861.3K | 0.05% | +11,986 | New |
| First Dallas Securities Inc. | 11,988 | $861.4K | 0.36% | −800−6.3% | Reduced |
| Silver Oak Securities, Inc | 12,350 | $863.7K | 0.09% | −609−4.7% | Reduced |
| Accurate Wealth Management, LLC | 12,296 | $864.9K | 0.17% | −663−5.1% | Reduced |
| LM Advisors LLC | 12,041 | $865.0K | 0.18% | −515−4.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 12,057 | $866.4K | 0.11% | +395+3.4% | Added |
| Foster Dykema Cabot & Partners, LLC | 11,987 | $867.2K | 0.07% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 12,575 | $867.8K | 0.14% | −791−5.9% | Reduced |
| Fielder Capital Group LLC | 12,084 | $868.4K | 0.29% | +240+2.0% | Added |
| Wolff Financial Management LLC | 12,088 | $869.0K | 0.24% | +12,088 | New |
| Ransom Advisory, Ltd | 12,123 | $871.2K | 0.41% | −255−2.1% | Reduced |
| Richard W. Paul & Associates, LLC | 12,183 | $875.5K | 0.31% | −17−0.1% | Reduced |
| WealthTrust Axiom LLC | 12,190 | $876.0K | 0.26% | +914+8.1% | Added |
| Ferguson Shapiro LLC | 12,191 | $876.0K | 0.33% | +2,533+26.2% | Added |
| Sovereign Financial Group, Inc. | 12,201 | $876.8K | 0.20% | +26+0.2% | Added |
| CTC Alternative Strategies, Ltd. | 12,202 | $876.8K | 1.10% | +12,202 | New |
| Capital Advisory Group Advisory Services, LLC | 12,204 | $877.0K | 0.35% | 00.0% | Unchanged |
| Aries Wealth Management | 12,208 | $877.3K | 0.24% | −1,839−13.1% | Reduced |
| Alhambra Investment Partners LLC | 12,253 | $880.5K | 0.46% | −10−0.1% | Reduced |
| Cromwell Holdings LLC | 12,186 | $881.6K | 0.57% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 12,272 | $881.9K | 0.48% | −622−4.8% | Reduced |
| PFG Advisors | 12,282 | $882.6K | 0.06% | −473−3.7% | Reduced |
| Alliance Wealth Advisors, LLC | 12,289 | $883.1K | 0.23% | +832+7.3% | Added |
| Register Financial Advisors LLC | 12,295 | $883.5K | 0.45% | +7+0.1% | Added |
| Bennett Selby Investments LP | 12,305 | $884.2K | 0.37% | −100−0.8% | Reduced |
| First Interstate Bank | 12,345 | $887.1K | 0.05% | +6,990+130.5% | Added |
| OneAscent Financial Services LLC | 12,278 | $888.0K | 0.64% | +12,278 | New |
| Tang Capital Management LLC | 12,373 | $889.2K | 0.06% | +8,812+247.5% | Added |
| Cornerstone Management, Inc. | 12,401 | $891.1K | 0.19% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 12,437 | $893.7K | 0.09% | +81+0.7% | Added |
| McAdam, LLC | 12,470 | $896.1K | 0.05% | +919+8.0% | Added |
| Taylor Hoffman Capital Management LLC | 13,728 | $896.6K | 0.34% | +13,728 | New |
| JB Capital LLC | 12,480 | $896.8K | 0.05% | −782−5.9% | Reduced |
| Marietta Investment Partners LLC | 12,482 | $897.0K | 0.19% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 12,487 | $897.3K | 0.08% | +459+3.8% | Added |
| Bellecapital International Ltd. | 12,500 | $898.3K | 0.18% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 12,500 | $898.3K | 0.73% | 00.0% | Unchanged |
| Ignite Planners, LLC | 12,509 | $898.9K | 0.21% | −14,015−52.8% | Reduced |
| Savoie Capital LLC | 12,523 | $899.9K | 0.11% | 00.0% | Unchanged |
| Diversified, LLC | 12,553 | $902.0K | 0.10% | −141−1.1% | Reduced |
| Diversified Enterprises, LLC | 12,553 | $902.0K | 0.10% | +12,553 | New |
| Hodges Capital Management Inc. | 12,555 | $902.2K | 0.06% | −695−5.2% | Reduced |
| Patriot Investment Management Inc. | 12,566 | $903.0K | 0.07% | +40.0% | Added |
| Newman Dignan & Sheerar, Inc. | 13,552 | $903.5K | 0.22% | +40.0% | Added |
| Guinness Atkinson Asset Management Inc | 12,576 | $903.7K | 0.44% | −452−3.5% | Reduced |
| Centurion Wealth Management LLC | 12,585 | $904.4K | 0.29% | +12,585 | New |
| Premier Path Wealth Partners, LLC | 12,648 | $908.9K | 0.14% | +371+3.0% | Added |
| Detalus Advisors, LLC | 12,699 | $912.5K | 0.30% | +4,151+48.6% | Added |
| Robbins Farley LLC | 12,712 | $913.5K | 0.46% | −267−2.1% | Reduced |
| Delta Financial Advisors LLC | 12,724 | $914.3K | 0.33% | +35+0.3% | Added |
| Old Port Advisors | 12,726 | $914.5K | 0.25% | −321−2.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,736 | $915.0K | 0.26% | −343−2.6% | Reduced |
| Tradewinds, LLC. | 12,764 | $917.2K | 0.28% | −1,512−10.6% | Reduced |
| Letson Investment Management, Inc. | 12,793 | $919.3K | 0.36% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 12,805 | $920.2K | 0.13% | +12,805 | New |
| Midland Wealth Advisors LLC | 12,824 | $921.5K | 0.05% | −3,282−20.4% | Reduced |
| AdvisorNet Financial, Inc | 12,873 | $925.0K | 0.07% | +206+1.6% | Added |
| Townsend & Associates, Inc | 13,605 | $925.2K | 0.09% | −20.0% | Reduced |
| Seamount Financial Group Inc | 12,879 | $925.5K | 0.70% | +250+2.0% | Added |
| Pioneer Trust Bank N A | 12,880 | $925.6K | 0.24% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 12,894 | $926.6K | 0.48% | +57+0.4% | Added |
| Montchanin Asset Management, LLC | 12,923 | $929.0K | 0.86% | 00.0% | Unchanged |
| St. Louis Trust Co | 12,929 | $929.1K | 0.13% | −3,033−19.0% | Reduced |
| Aigen Investment Management, LP | 12,965 | $931.7K | 0.18% | +12,965 | New |
| Robertson Stephens Wealth Management, LLC | 12,892 | $932.5K | 0.03% | −1,181−8.4% | Reduced |
| SkyOak Wealth, LLC | 12,986 | $933.2K | 0.21% | 00.0% | Unchanged |
| Mainsail Financial Group, LLC | 13,484 | $938.1K | 0.56% | −70−0.5% | Reduced |
| Chemistry Wealth Management LLC | 13,067 | $939.0K | 0.22% | −67−0.5% | Reduced |
| NFC Investments, LLC | 13,064 | $939.0K | 0.27% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15,055 | $941.7K | 0.12% | −142−0.9% | Reduced |
| Advocate Group LLC | 13,109 | $942.0K | 0.17% | −105−0.8% | Reduced |
| Ashton Thomas Securities, LLC | 13,133 | $943.7K | 0.18% | +2,298+21.2% | Added |
| Eagle Strategies LLC | 13,165 | $946.1K | 0.17% | +95+0.7% | Added |
| Charter Research & Investment Group, Inc. | 13,174 | $946.7K | 0.70% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 13,198 | $948.4K | 0.18% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 13,215 | $949.6K | 0.41% | −200−1.5% | Reduced |
| Central Bank & Trust Co | 13,252 | $952.3K | 0.13% | −37−0.3% | Reduced |
| Northwest Bank & Trust Co | 13,264 | $953.1K | 0.72% | −510−3.7% | Reduced |
| Atlantic Trust, LLC | 13,280 | $954.3K | 0.23% | −145−1.1% | Reduced |
| Guardian Wealth Advisors, LLC | 13,282 | $954.5K | 0.10% | −315−2.3% | Reduced |
| ACT Advisors, LLC. | 13,322 | $957.3K | 0.45% | +38+0.3% | Added |
| Monetary Management Group Inc | 13,325 | $957.5K | 0.25% | +350+2.7% | Added |
| Ballast, Inc. | 13,367 | $960.6K | 0.27% | −213−1.6% | Reduced |
| Peoples Bank | 13,395 | $962.6K | 0.65% | −40−0.3% | Reduced |
| Saybrook Capital | 13,440 | $965.8K | 0.27% | −1,125−7.7% | Reduced |
| Cadinha & Co LLC | 13,447 | $966.3K | 0.17% | +6,448+92.1% | Added |
| New Hampshire Trust | 13,461 | $967.3K | 0.21% | −5,320−28.3% | Reduced |
| Retirement Guys Formula LLC | 13,462 | $967.4K | 0.45% | +220+1.7% | Added |
| Hirtle Callaghan & Co LLC | 13,466 | $967.7K | 0.04% | −1,557−10.4% | Reduced |
| Allegheny Financial Group LTD | 13,483 | $968.9K | 0.24% | −809−5.7% | Reduced |
| JNBA Financial Advisors | 13,486 | $969.1K | 0.10% | −851−5.9% | Reduced |
| Stableford Capital II LLC | 13,937 | $969.6K | 0.39% | −1,021−6.8% | Reduced |
| Wiser Advisor Group LLC | 13,512 | $971.0K | 1.45% | +108+0.8% | Added |
| KG&L Capital Management,LLC | 13,519 | $971.4K | 0.31% | +20.0% | Added |
| Transamerica Financial Advisors, Inc. | 13,520 | $972.0K | 0.09% | −938−6.5% | Reduced |
| LifeSteps Financial, Inc. | 13,543 | $973.2K | 0.76% | +99+0.7% | Added |
| Foster Victor Wealth Advisors, LLC | 13,997 | $973.7K | 0.08% | −1,348−8.8% | Reduced |
| Traphagen Investment Advisors LLC | 13,553 | $973.9K | 0.10% | −452−3.2% | Reduced |
| Legacy Private Trust Co. | 13,558 | $974.3K | 0.07% | −857−5.9% | Reduced |
| First Financial Corp | 13,588 | $976.4K | 0.47% | −400−2.9% | Reduced |