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 |
|---|---|---|---|---|---|
| Buffington Mohr McNeal | 15,910 | $1.14M | 0.19% | −920−5.5% | Reduced |
| Coastwise Capital Group, LLC | 15,914 | $1.14M | 0.94% | +1,338+9.2% | Added |
| Paradigm Financial Partners, LLC | 18,159 | $1.14M | 0.16% | −2,434−11.8% | Reduced |
| Cahaba Wealth Management, Inc. | 15,935 | $1.15M | 0.09% | −224−1.4% | Reduced |
| Jackson Square Capital, LLC | 15,942 | $1.15M | 0.28% | −741−4.4% | Reduced |
| Eagle Ridge Investment Management | 15,942 | $1.15M | 0.10% | +34+0.2% | Added |
| MCF Advisors LLC | 15,922 | $1.15M | 0.08% | +510+3.3% | Added |
| Exchange Capital Management, Inc. | 16,005 | $1.15M | 0.18% | −1,254−7.3% | Reduced |
| Fiduciary Family Office, LLC | 16,006 | $1.15M | 0.38% | +7,782+94.6% | Added |
| Missouri Trust & Investment Co | 16,040 | $1.15M | 0.40% | −1,000−5.9% | Reduced |
| NFP Retirement, Inc. | 16,121 | $1.16M | 0.09% | −1,739−9.7% | Reduced |
| CFO4Life Group, LLC | 16,145 | $1.16M | 0.21% | +121+0.8% | Added |
| BEAM Asset Management, LLC | 16,169 | $1.16M | 0.35% | +2,678+19.9% | Added |
| Clear Harbor Asset Management, LLC | 16,249 | $1.17M | 0.10% | +175+1.1% | Added |
| Voya Financial Advisors, Inc. | 16,282 | $1.17M | 0.13% | −1,338−7.6% | Reduced |
| First Command Advisory Services, Inc. | 16,284 | $1.17M | 0.01% | +477+3.0% | Added |
| Harbor Investment Advisory, LLC | 16,304 | $1.17M | 0.12% | −406−2.4% | Reduced |
| EagleClaw Capital Managment, LLC | 16,354 | $1.18M | 0.20% | +700+4.5% | Added |
| Cordatus Wealth Management LLC | 16,363 | $1.18M | 0.42% | +244+1.5% | Added |
| Berger Financial Group, Inc | 16,391 | $1.18M | 0.09% | +429+2.7% | Added |
| CNB Bank | 16,398 | $1.18M | 0.55% | −675−4.0% | Reduced |
| Romano Brothers and Company | 16,411 | $1.18M | 0.15% | −251−1.5% | Reduced |
| WealthPlan Investment Management, LLC | 16,416 | $1.18M | 0.12% | +11,310+221.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,422 | $1.18M | 0.55% | +1,618+10.9% | Added |
| 49 Wealth Management, LLC | 16,445 | $1.18M | 0.19% | +3,289+25.0% | Added |
| Newbridge Financial Services Group, Inc. | 16,468 | $1.18M | 0.42% | +6,860+71.4% | Added |
| Mogy Joel R Investment Counsel Inc | 16,500 | $1.19M | 0.07% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 16,566 | $1.19M | 0.20% | −11−0.1% | Reduced |
| Heritage Wealth Advisors | 16,613 | $1.19M | 0.06% | +32+0.2% | Added |
| MQS Management LLC | 16,613 | $1.19M | 0.67% | +16,613 | New |
| Security National Bank of Sioux City Iowa | 16,630 | $1.20M | 0.73% | +37+0.2% | Added |
| Emerald Advisors, LLC | 16,998 | $1.20M | 0.17% | +322+1.9% | Added |
| Coco Enterprises, LLC | 17,181 | $1.20M | 0.72% | −1,536−8.2% | Reduced |
| Advisory Alpha, LLC | 16,686 | $1.20M | 0.04% | +2,585+18.3% | Added |
| CWA Asset Management Group, LLC | 16,701 | $1.20M | 0.06% | +16,701 | New |
| Aire Advisors, LLC | 16,711 | $1.20M | 0.27% | −1,214−6.8% | Reduced |
| GM Advisory Group, Inc. | 16,729 | $1.20M | 0.07% | +903+5.7% | Added |
| Bray Capital Advisors | 16,767 | $1.20M | 0.30% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 16,845 | $1.21M | 0.17% | +10+0.1% | Added |
| America First Investment Advisors, LLC | 16,848 | $1.21M | 0.27% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 16,865 | $1.21M | 0.24% | +208+1.2% | Added |
| Icon Wealth Advisors, LLC | 16,887 | $1.21M | 0.10% | +764+4.7% | Added |
| Appleton Partners Inc | 16,924 | $1.22M | 0.09% | −288−1.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 16,951 | $1.22M | 0.54% | +709+4.4% | Added |
| L2 Asset Management, LLC | 16,965 | $1.22M | 0.33% | +571+3.5% | Added |
| Everpar Advisors LLC | 16,983 | $1.22M | 0.63% | −1,694−9.1% | Reduced |
| Aspiriant, LLC | 16,997 | $1.22M | 0.05% | +3,945+30.2% | Added |
| Blume Capital Management, Inc. | 17,000 | $1.22M | 0.28% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 17,008 | $1.22M | 0.85% | +77+0.5% | Added |
| Culbertson A N & Co Inc | 17,009 | $1.22M | 0.20% | −190−1.1% | Reduced |
| Gryphon Financial Partners LLC | 17,014 | $1.22M | 0.17% | +400+2.4% | Added |
| Founders Capital Management | 17,020 | $1.22M | 0.74% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 17,431 | $1.22M | 0.77% | +10.0% | Added |
| Capstone Financial Advisors, Inc. | 17,022 | $1.22M | 0.08% | +54+0.3% | Added |
| Successful Portfolios LLC | 17,022 | $1.22M | 0.83% | +46+0.3% | Added |
| Pictet & Cie (Europe) SA | 17,030 | $1.22M | 0.03% | +3,080+22.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 17,034 | $1.22M | 0.45% | −286−1.7% | Reduced |
| Ballast Advisors LLC | 17,037 | $1.22M | 0.38% | 00.0% | Unchanged |
| Monument Capital Management | 17,039 | $1.22M | 0.34% | −194−1.1% | Reduced |
| Cornerstone National Bank & Trust Co | 17,045 | $1.22M | 0.55% | +491+3.0% | Added |
| Intrua Financial, LLC | 17,068 | $1.23M | 0.20% | −6,129−26.4% | Reduced |
| Wellington Shields & Co., LLC | 17,075 | $1.23M | 0.37% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 18,608 | $1.23M | 0.30% | +316+1.7% | Added |
| Castlekeep Investment Advisors LLC | 17,114 | $1.23M | 0.84% | −694−3.9% | Reduced |
| RF&L Wealth Management, LLC | 17,130 | $1.23M | 0.87% | −70−0.4% | Reduced |
| Zega Financial, LLC | 17,164 | $1.23M | 0.41% | +60.0% | Added |
| Versor Investments LP | 17,327 | $1.25M | 0.20% | +12,793+282.2% | Added |
| Beck Mack & Oliver LLC | 17,341 | $1.25M | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 17,346 | $1.25M | 0.06% | −220−1.3% | Reduced |
| Aberdeen Wealth Management LLC | 17,348 | $1.25M | 0.82% | −425−2.4% | Reduced |
| Spinnaker Trust | 17,443 | $1.25M | 0.08% | −1,421−7.5% | Reduced |
| City State Bank | 17,456 | $1.25M | 0.46% | −99−0.6% | Reduced |
| G&S Capital LLC | 17,458 | $1.25M | 0.53% | −198−1.1% | Reduced |
| Marathon Capital Management | 17,470 | $1.26M | 0.30% | −50−0.3% | Reduced |
| Morse Asset Management, Inc | 17,500 | $1.26M | 0.27% | +3,500+25.0% | Added |
| American Trust | 17,573 | $1.26M | 0.10% | +1,771+11.2% | Added |
| Davis R M Inc | 17,575 | $1.26M | 0.02% | +1,965+12.6% | Added |
| MONECO Advisors, LLC | 17,636 | $1.27M | 0.16% | −959−5.2% | Reduced |
| Next Capital Management LLC | 17,636 | $1.27M | 0.52% | −300−1.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,653 | $1.27M | 0.44% | +244+1.4% | Added |
| Provident Investment Management, Inc. | 17,700 | $1.27M | 0.11% | −200−1.1% | Reduced |
| Centiva Capital, LP | 17,726 | $1.27M | 0.06% | +1,119+6.7% | Added |
| Strategic Wealth Designers | 17,791 | $1.28M | 0.14% | −92,381−83.9% | Reduced |
| Marcum Wealth, LLC | 17,764 | $1.28M | 0.12% | −23−0.1% | Reduced |
| Camden Capital, LLC | 17,765 | $1.28M | 0.14% | +5,052+39.7% | Added |
| Schrum Private Wealth Management LLC | 17,838 | $1.28M | 0.66% | +7,806+77.8% | Added |
| Sugarloaf Wealth Management, LLC | 17,875 | $1.28M | 0.24% | −447−2.4% | Reduced |
| Paloma Partners Management Co | 17,931 | $1.29M | 0.07% | +3,059+20.6% | Added |
| Meridian Financial Partners LLC | 17,942 | $1.29M | 0.65% | +262+1.5% | Added |
| Legacy Wealth Asset Management, LLC | 17,950 | $1.29M | 0.35% | +19+0.1% | Added |
| Heartwood Wealth Advisors LLC | 17,956 | $1.29M | 0.14% | −668−3.6% | Reduced |
| Oxler Private Wealth LLC | 17,967 | $1.29M | 0.45% | −405−2.2% | Reduced |
| Means Investment Co., Inc. | 17,993 | $1.29M | 0.14% | +83+0.5% | Added |
| Private Capital Advisors, Inc. | 18,000 | $1.29M | 0.14% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 18,005 | $1.30M | 0.18% | +1,201+7.1% | Added |
| Angeles Investment Advisors, LLC | 18,035 | $1.30M | 0.07% | −878−4.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 18,154 | $1.30M | 0.26% | −165−0.9% | Reduced |
| Leo Wealth, LLC | 18,240 | $1.31M | 0.12% | −965−5.0% | Reduced |
| Teachers Insurance & Annuity Association of America | 18,276 | $1.31M | 2.01% | +18,276 | New |
| Sendero Wealth Management, LLC | 18,339 | $1.32M | 0.21% | 00.0% | Unchanged |