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 |
|---|---|---|---|---|---|
| Providence First Trust Co | 18,380 | $1.32M | 0.56% | −415−2.2% | Reduced |
| Zullo Investment Group, Inc. | 18,429 | $1.32M | 0.55% | +11+0.1% | Added |
| GSB Wealth Management, LLC | 18,449 | $1.33M | 0.34% | −758−3.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 18,466 | $1.33M | 0.20% | −30−0.2% | Reduced |
| Cito Capital Group, LLC | 18,360 | $1.33M | 0.50% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 18,487 | $1.33M | 0.14% | −2,234−10.8% | Reduced |
| Quotient Wealth Partners, LLC | 18,510 | $1.33M | 0.04% | −526−2.8% | Reduced |
| Greenfield Savings Bank | 18,517 | $1.33M | 0.63% | +2,443+15.2% | Added |
| Essex Savings Bank | 18,580 | $1.34M | 0.33% | +697+3.9% | Added |
| Hedeker Wealth, LLC | 18,588 | $1.34M | 0.35% | −128−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 18,601 | $1.34M | 0.41% | +256+1.4% | Added |
| Old North State Trust, LLC | 18,606 | $1.34M | 1.09% | −618−3.2% | Reduced |
| Philadelphia Trust Co | 18,601 | $1.34M | 0.10% | +299+1.6% | Added |
| Core Alternative Capital | 18,609 | $1.34M | 0.26% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 19,258 | $1.34M | 0.50% | −2,978−13.4% | Reduced |
| Goldstream Capital Management Ltd | 18,598 | $1.34M | 0.61% | +18,598 | New |
| Court Place Advisors, LLC | 18,694 | $1.34M | 0.39% | −3,198−14.6% | Reduced |
| USA Financial Portformulas Corp | 18,737 | $1.35M | 0.21% | +18,737 | New |
| O'Rourke & Company, Inc | 18,757 | $1.35M | 0.67% | +248+1.3% | Added |
| Core Wealth Partners LLC | 18,757 | $1.35M | 0.82% | −1,287−6.4% | Reduced |
| Alerus Financial NA | 18,801 | $1.35M | 0.10% | −211−1.1% | Reduced |
| Confluence Wealth Services, Inc. | 18,865 | $1.36M | 0.10% | +806+4.5% | Added |
| Farmers Trust Co | 18,872 | $1.36M | 0.25% | −283−1.5% | Reduced |
| Windsor Capital Management, LLC | 18,900 | $1.36M | 0.39% | −287−1.5% | Reduced |
| Financial Advisory Service, Inc. | 18,914 | $1.36M | 0.11% | +104+0.6% | Added |
| Delta Asset Management LLC | 19,002 | $1.37M | 0.12% | −1,174−5.8% | Reduced |
| American National Bank | 19,050 | $1.37M | 0.16% | −1,628−7.9% | Reduced |
| Blue Fin Capital, Inc. | 19,081 | $1.37M | 0.26% | −874−4.4% | Reduced |
| Blackhawk Capital Partners LLC. | 19,097 | $1.37M | 0.73% | −3,304−14.7% | Reduced |
| Martin & Co Inc | 19,119 | $1.37M | 0.32% | −167−0.9% | Reduced |
| Ledyard National Bank | 19,131 | $1.37M | 0.13% | +2,076+12.2% | Added |
| Harmony Asset Management LLC | 19,183 | $1.38M | 0.51% | +199+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 19,210 | $1.38M | 0.19% | −291−1.5% | Reduced |
| Bank & Trust Co | 19,223 | $1.38M | 1.12% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 19,273 | $1.38M | 0.68% | +73+0.4% | Added |
| Promethium Advisors,llc | 19,157 | $1.39M | 0.98% | +19,157 | New |
| Lecap Asset Management Ltd | 19,305 | $1.39M | 0.30% | −5,695−22.8% | Reduced |
| Northern Financial Advisors Inc | 19,305 | $1.39M | 1.05% | +594+3.2% | Added |
| Shulman DeMeo Asset Management LLC | 19,314 | $1.39M | 0.34% | −17−0.1% | Reduced |
| Mairs & Power Inc | 19,315 | $1.39M | 0.01% | −3,595−15.7% | Reduced |
| Simon Quick Advisors, LLC | 19,549 | $1.40M | 0.09% | +4,565+30.5% | Added |
| Brady Family Wealth, LLC | 19,564 | $1.41M | 0.42% | +35+0.2% | Added |
| Coppell Advisory Solutions LLC | 19,589 | $1.41M | 0.21% | +12,344+170.4% | Added |
| WESPAC Advisors, LLC | 19,635 | $1.41M | 1.04% | +58+0.3% | Added |
| Personal Cfo Solutions, LLC | 19,644 | $1.41M | 0.20% | −236−1.2% | Reduced |
| Wealth Quarterback LLC | 19,724 | $1.42M | 0.74% | +2,716+16.0% | Added |
| Townsend Asset Management Corp | 19,750 | $1.42M | 0.53% | −2,604−11.6% | Reduced |
| Strategic Advisors LLC | 19,796 | $1.42M | 0.27% | −257−1.3% | Reduced |
| 1st Source Bank | 19,835 | $1.43M | 0.08% | +524+2.7% | Added |
| Beaton Management Co. Inc. | 19,906 | $1.43M | 0.72% | −35−0.2% | Reduced |
| Smithfield Trust Co | 20,005 | $1.44M | 0.07% | −176−0.9% | Reduced |
| Hudson Value Partners, LLC | 20,081 | $1.44M | 0.56% | −800−3.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 20,103 | $1.44M | 0.61% | −1,530−7.1% | Reduced |
| Berkeley Capital Partners, LLC | 20,194 | $1.45M | 0.41% | −68−0.3% | Reduced |
| Hanover Advisors Inc | 20,298 | $1.46M | 0.61% | −140−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 20,356 | $1.46M | 0.74% | −1,551−7.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 20,363 | $1.46M | 0.89% | +7,083+53.3% | Added |
| FreeGulliver LLC | 20,414 | $1.47M | 0.87% | +4,043+24.7% | Added |
| Waddell & Associates, LLC | 20,484 | $1.47M | 0.18% | −16−0.1% | Reduced |
| Somerville Kurt F | 20,490 | $1.47M | 0.24% | −590−2.8% | Reduced |
| EPG Wealth Management LLC | 20,514 | $1.47M | 0.37% | +20,514 | Added |
| Founders Financial Alliance, LLC | 20,542 | $1.48M | 0.41% | +412+2.0% | Added |
| Green Harvest Asset Management LLC | 20,588 | $1.48M | 0.03% | +16,459+398.6% | Added |
| Biltmore Family Office, LLC | 20,470 | $1.48M | 0.25% | +1,895+10.2% | Added |
| VeraBank, N.A. | 20,610 | $1.48M | 0.43% | +21+0.1% | Added |
| Lederer & Associates Investment Counsel | 20,635 | $1.48M | 1.04% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 20,669 | $1.49M | 0.10% | +879+4.4% | Added |
| Wilkinson Global Asset Management LLC | 20,700 | $1.49M | 0.09% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 20,719 | $1.49M | 0.59% | −4,209−16.9% | Reduced |
| Creative Financial Designs Inc | 20,727 | $1.49M | 0.13% | +1,295+6.7% | Added |
| Donoghue Forlines LLC | 20,741 | $1.49M | 0.42% | +10,897+110.7% | Added |
| Summit X, LLC | 23,447 | $1.49M | 0.36% | −1,482−5.9% | Reduced |
| Everhart Financial Group, Inc. | 20,776 | $1.49M | 0.33% | +3,330+19.1% | Added |
| Catalyst Financial Partners LLC | 20,782 | $1.49M | 0.29% | +577+2.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,784 | $1.49M | 0.06% | +180+0.9% | Added |
| Sage Mountain Advisors LLC | 20,793 | $1.49M | 0.13% | +1,119+5.7% | Added |
| World Equity Group, Inc. | 20,794 | $1.49M | 0.54% | −1,878−8.3% | Reduced |
| Aviso Financial Inc. | 20,840 | $1.50M | 0.07% | +448+2.2% | Added |
| Atlas Brown,Inc. | 20,858 | $1.50M | 0.52% | −3,556−14.6% | Reduced |
| Avitas Wealth Management LLC | 20,901 | $1.50M | 0.21% | +290+1.4% | Added |
| JT Stratford LLC | 21,073 | $1.51M | 0.26% | −19,068−47.5% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 21,100 | $1.52M | 0.03% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 21,126 | $1.52M | 0.20% | +100+0.5% | Added |
| Access Financial Services, Inc. | 21,152 | $1.52M | 0.70% | −62−0.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 21,178 | $1.52M | 0.09% | −3,777−15.1% | Reduced |
| Rothschild Investment LLC | 21,200 | $1.52M | 0.10% | −506−2.3% | Reduced |
| WBH Advisory Inc | 21,249 | $1.53M | 0.14% | +203+1.0% | Added |
| Smith & Howard Wealth Management, LLC | 21,280 | $1.53M | 0.43% | −50−0.2% | Reduced |
| Knuff & Co LLC | 21,300 | $1.53M | 0.47% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,328 | $1.53M | 0.23% | −362−1.7% | Reduced |
| Wynn Capital, LLC | 21,340 | $1.53M | 1.01% | +378+1.8% | Added |
| Analyst IMS Investment Management Services Ltd. | 21,497 | $1.54M | 0.06% | +15,674+269.2% | Added |
| Sandy Cove Advisors, LLC | 21,519 | $1.55M | 0.63% | +56+0.3% | Added |
| Am Investment Strategies LLC | 21,555 | $1.55M | 0.38% | +51+0.2% | Added |
| Peoples Financial Services Corp. | 21,588 | $1.55M | 0.70% | −221−1.0% | Reduced |
| Kennedy Investment Group | 21,590 | $1.55M | 0.71% | +30.0% | Added |
| Navellier & Associates Inc | 21,593 | $1.55M | 0.21% | −5,334−19.8% | Reduced |
| Broderick Brian C | 21,635 | $1.55M | 0.30% | −30−0.1% | Reduced |
| CIC Wealth, LLC | 21,643 | $1.56M | 0.40% | −260−1.2% | Reduced |
| St Germain D J Co Inc | 21,666 | $1.56M | 0.07% | +500+2.4% | Added |