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 |
|---|---|---|---|---|---|
| Hilltop Partners LLC | 13,592 | $976.8K | 0.33% | −751−5.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 13,613 | $978.2K | 0.03% | +1,698+14.3% | Added |
| Lion Street Advisors, LLC | 13,621 | $978.8K | 0.34% | −16,304−54.5% | Reduced |
| Lifeworks Advisors, LLC | 13,629 | $979.4K | 0.19% | +596+4.6% | Added |
| West Family Investments, Inc. | 13,678 | $982.9K | 0.33% | +1,001+7.9% | Added |
| Alpha Omega Wealth Management LLC | 13,681 | $983.1K | 0.18% | −172−1.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 13,721 | $985.0K | 0.79% | −1,649−10.7% | Reduced |
| Angeles Wealth Management, LLC | 13,719 | $985.8K | 0.08% | +560+4.3% | Added |
| YHB Investment Advisors, Inc. | 13,736 | $987.1K | 0.08% | −440−3.1% | Reduced |
| Doliver Advisors, LP | 13,744 | $987.6K | 0.27% | −3,241−19.1% | Reduced |
| Headinvest, LLC | 13,746 | $987.8K | 0.18% | −285−2.0% | Reduced |
| Cidel Asset Management Inc | 13,748 | $987.9K | 0.07% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 13,750 | $988.1K | 0.56% | +13,750 | New |
| CRA Financial Services, LLC | 13,770 | $989.5K | 0.18% | −51−0.4% | Reduced |
| Invictus Private Wealth, LLC | 13,773 | $989.7K | 0.08% | −650−4.5% | Reduced |
| CoreFirst Bank & Trust | 13,782 | $990.4K | 0.57% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 13,809 | $992.3K | 0.13% | +5,908+74.8% | Added |
| Weinberger Asset Management, Inc | 13,833 | $994.0K | 0.42% | −68−0.5% | Reduced |
| Carret Asset Management, LLC | 13,860 | $996.0K | 0.11% | +56+0.4% | Added |
| Murphy Pohlad Asset Management LLC | 13,871 | $996.8K | 0.41% | −181−1.3% | Reduced |
| Accredited Investors Inc. | 13,893 | $998.3K | 0.06% | +3,987+40.2% | Added |
| Gilbert & Cook, Inc. | 13,916 | $1.00M | 0.14% | +96+0.7% | Added |
| Blue Edge Capital, LLC | 13,939 | $1.00M | 0.16% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 14,528 | $1.00M | 0.13% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 13,969 | $1.00M | 0.10% | −1,280−8.4% | Reduced |
| American Financial Advisors, LLC | 13,970 | $1.00M | 0.14% | +26+0.2% | Added |
| LCNB Corp | 13,993 | $1.01M | 0.36% | −300−2.1% | Reduced |
| Aristotle Atlantic Partners, LLC | 14,000 | $1.01M | 0.03% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 13,929 | $1.01M | 0.18% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 14,044 | $1.01M | 0.21% | +7,070+101.4% | Added |
| Hazlett, Burt & Watson, Inc. | 14,074 | $1.01M | 0.46% | +45+0.3% | Added |
| Talisman Wealth Advisors LLC | 14,091 | $1.01M | 1.07% | +47+0.3% | Added |
| Stone Point Wealth LLC | 14,110 | $1.01M | 0.33% | −154−1.1% | Reduced |
| Wexford Capital LP | 14,120 | $1.01M | 0.24% | +3,503+33.0% | Added |
| Cypress Point Wealth Management, LLC | 14,134 | $1.02M | 0.40% | +403+2.9% | Added |
| Kings Path Partners LLC | 14,149 | $1.02M | 0.43% | −2,625−15.6% | Reduced |
| Glen Eagle Advisors, LLC | 14,173 | $1.02M | 0.17% | −474−3.2% | Reduced |
| Freedom Day Solutions, LLC | 14,229 | $1.02M | 0.32% | +160+1.1% | Added |
| Longfellow Investment Management Co LLC | 14,234 | $1.02M | 0.26% | −2,435−14.6% | Reduced |
| Red Cedar Investment Management, LLC | 14,322 | $1.03M | 0.13% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 14,322 | $1.03M | 0.24% | −1,050−6.8% | Reduced |
| Bridgewater Advisors Inc. | 15,713 | $1.03M | 0.11% | +1,326+9.2% | Added |
| Univest Financial Corp | 14,411 | $1.04M | 0.07% | +8,229+133.1% | Added |
| Oxford Financial Group Ltd | 14,438 | $1.04M | 0.07% | −1,435−9.0% | Reduced |
| Gsa Capital Partners LLP | 14,443 | $1.04M | 0.08% | −8,167−36.1% | Reduced |
| Evernest Financial Advisors, LLC | 14,449 | $1.04M | 0.28% | +659+4.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 14,530 | $1.04M | 0.01% | −50−0.3% | Reduced |
| Childress Capital Advisors, LLC | 14,535 | $1.04M | 0.28% | +661+4.8% | Added |
| Estabrook Capital Management | 14,538 | $1.04M | 0.16% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 14,590 | $1.05M | 0.16% | −514−3.4% | Reduced |
| Flynn Zito Capital Management, LLC | 14,666 | $1.05M | 0.51% | −254−1.7% | Reduced |
| Wealth Alliance | 14,675 | $1.05M | 0.13% | +1,399+10.5% | Added |
| Cubist Systematic Strategies, LLC | 14,686 | $1.06M | 0.02% | +14,686 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14,706 | $1.06M | 0.29% | −7,300−33.2% | Reduced |
| Investment Partners, Ltd. | 14,755 | $1.06M | 0.44% | −95−0.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,778 | $1.06M | 0.14% | +392+2.7% | Added |
| Westmount Partners, LLC | 14,811 | $1.06M | 0.32% | −50−0.3% | Reduced |
| MV Capital Management, Inc. | 14,842 | $1.07M | 0.11% | −688−4.4% | Reduced |
| Beacon Financial Advisory LLC | 14,854 | $1.07M | 0.36% | −1,805−10.8% | Reduced |
| Great Lakes Advisors, LLC | 14,862 | $1.07M | 0.01% | +2,009+15.6% | Added |
| Pinnacle Bancorp, Inc. | 14,866 | $1.07M | 0.29% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 14,867 | $1.07M | 0.08% | +9,416+172.7% | Added |
| Legacy Capital Wealth Partners, LLC | 14,881 | $1.07M | 0.21% | −1,258−7.8% | Reduced |
| Lummis Asset Management, LP | 14,905 | $1.07M | 1.25% | +50+0.3% | Added |
| Peak Asset Management, LLC | 14,907 | $1.07M | 0.20% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 13,782 | $1.07M | 0.36% | −240−1.7% | Reduced |
| Formidable Asset Management, LLC | 14,933 | $1.07M | 0.17% | −2,164−12.7% | Reduced |
| Keynote Financial Services LLC | 14,948 | $1.07M | 0.82% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 14,968 | $1.08M | 0.72% | +1,401+10.3% | Added |
| William B. Walkup & Associates, Inc. | 14,998 | $1.08M | 0.67% | −203−1.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,000 | $1.08M | 0.02% | −1,103−6.8% | Reduced |
| Prossimo Advisors, LLC | 15,013 | $1.08M | 0.79% | +14+0.1% | Added |
| Wrapmanager Inc | 15,035 | $1.08M | 0.28% | +860+6.1% | Added |
| Gleason Group, Inc. | 15,051 | $1.08M | 0.20% | +60+0.4% | Added |
| Kestra Investment Management, LLC | 15,105 | $1.09M | 0.05% | +15,105 | New |
| Premier Fund Managers Ltd | 15,146 | $1.09M | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 15,129 | $1.09M | 0.31% | −7,303−32.6% | Reduced |
| Blueprint Investment Partners LLC | 15,196 | $1.09M | 0.20% | −4,167−21.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 15,233 | $1.09M | 0.23% | −883−5.5% | Reduced |
| Ambassador Advisors, LLC | 15,250 | $1.10M | 0.19% | −1,380−8.3% | Reduced |
| Lathrop Investment Management Corp | 15,253 | $1.10M | 0.20% | +275+1.8% | Added |
| Chapin Davis, Inc. | 15,312 | $1.10M | 0.36% | +153+1.0% | Added |
| Golden State Equity Partners | 15,378 | $1.11M | 0.17% | +3,548+30.0% | Added |
| Signature Wealth Management Group | 15,397 | $1.11M | 0.44% | −234−1.5% | Reduced |
| Opal Wealth Advisors, LLC | 15,405 | $1.11M | 0.35% | +970+6.7% | Added |
| Kowal Investment Group, LLC | 15,424 | $1.11M | 0.20% | −1,279−7.7% | Reduced |
| Hendley & Co Inc | 15,426 | $1.11M | 0.39% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15,338 | $1.11M | 0.03% | +15,338 | New |
| EverSource Wealth Advisors, LLC | 15,479 | $1.11M | 0.07% | +2,487+19.1% | Added |
| Bank Ozk | 15,522 | $1.12M | 0.46% | −14,800−48.8% | Reduced |
| Calamos Wealth Management LLC | 15,555 | $1.12M | 0.06% | −530−3.3% | Reduced |
| Royal Capital Wealth Management, LLC | 15,566 | $1.12M | 0.79% | −1,581−9.2% | Reduced |
| Powers Advisory Group, LLC | 15,573 | $1.12M | 0.56% | −30.0% | Reduced |
| Cooper Financial Group | 15,598 | $1.12M | 0.15% | +1,263+8.8% | Added |
| Brophy Wealth Management, LLC | 15,667 | $1.13M | 0.40% | +15,667 | New |
| L.M. Kohn & Company | 15,715 | $1.13M | 0.29% | +2,087+15.3% | Added |
| Kingfisher Capital LLC | 15,717 | $1.13M | 0.26% | +76+0.5% | Added |
| Thrive Wealth Management, LLC | 15,721 | $1.13M | 0.21% | −447−2.8% | Reduced |
| Little House Capital LLC | 15,778 | $1.13M | 0.33% | −1,102−6.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 15,905 | $1.14M | 0.29% | +1,012+6.8% | Added |