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
- 3,146
- +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
- 1,286 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Activest Wealth Management | 726 | $52.2K | 0.02% | +85+13.3% | Added |
| Sawyer & Company, Inc | 749 | $54.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 764 | $54.9K | 0.02% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 786 | $56.5K | 0.02% | −30−3.7% | Reduced |
| Cranbrook Wealth Management, LLC | 800 | $57.5K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 800 | $57.5K | 0.03% | +800 | New |
| ORG Wealth Partners, LLC | 800 | $57.5K | 0.02% | +800 | New |
| PrairieView Partners, LLC | 807 | $58.0K | 0.01% | −16−1.9% | Reduced |
| NVWM, LLC | 819 | $58.9K | 0.01% | −145−15.0% | Reduced |
| Costello Asset Management, INC | 841 | $60.4K | 0.04% | +400+90.7% | Added |
| Dynamic Wealth Strategies, LLC | 881 | $63.0K | 0.05% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 884 | $63.5K | 0.05% | −679−43.4% | Reduced |
| Clear Investment Research, LLC | 886 | $63.7K | 0.08% | −29−3.2% | Reduced |
| AlphaMark Advisors, LLC | 905 | $65.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 906 | $65.1K | 0.02% | +54+6.3% | Added |
| Blue Bell Private Wealth Management, LLC | 907 | $65.2K | 0.01% | +49+5.7% | Added |
| Financial Avengers, Inc. | 910 | $65.4K | 0.03% | +7+0.8% | Added |
| Tidemark, LLC | 916 | $65.9K | 0.03% | +11+1.2% | Added |
| HighMark Wealth Management LLC | 936 | $67.2K | 0.04% | +6+0.6% | Added |
| Tanglewood Legacy Advisors, LLC | 994 | $71.4K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 996 | $71.6K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 997 | $71.7K | 0.02% | −145−12.7% | Reduced |
| Maryland Capital Advisors Inc. | 1,000 | $71.9K | 0.03% | 00.0% | Unchanged |
| Rogco, LP | 1,000 | $71.9K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,019 | $73.3K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,022 | $73.4K | 0.04% | +427+71.8% | Added |
| Hobbs Group Advisors, LLC | 1,076 | $77.3K | 0.03% | +125+13.1% | Added |
| Chesapeake Asset Management LLC | 1,085 | $78.0K | 0.07% | +10+0.9% | Added |
| American Capital Advisory, LLC | 1,096 | $78.8K | 0.05% | +391+55.5% | Added |
| Virtus Investment Advisers, Inc. | 1,123 | $80.7K | 0.06% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,136 | $81.6K | 0.02% | −15−1.3% | Reduced |
| Global Wealth Strategies & Associates | 1,143 | $82.1K | 0.03% | +56+5.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 1,168 | $84.0K | 0.06% | +1+0.1% | Added |
| Financial Freedom, LLC | 1,192 | $85.7K | 0.05% | +8+0.7% | Added |
| Guardian Wealth Management, Inc. | 1,201 | $86.3K | 0.06% | −70−5.5% | Reduced |
| Hollencrest Capital Management | 1,202 | $86.4K | 0.00% | −877−42.2% | Reduced |
| Provenance Wealth Advisors, LLC | 1,212 | $87.1K | 0.01% | +152+14.3% | Added |
| Studio Investment Management LLC | 1,210 | $87.5K | 0.02% | +4+0.3% | Added |
| CBIZ Investment Advisory Services, LLC | 1,229 | $88.9K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,254 | $90.1K | 0.06% | +2+0.2% | Added |
| Byrne Asset Management LLC | 1,265 | $90.9K | 0.06% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,257 | $90.9K | 0.08% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,270 | $91.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,275 | $91.6K | 0.03% | +3+0.2% | Added |
| Mizuho Securities Co. Ltd. | 1,330 | $95.6K | 0.24% | +820+160.8% | Added |
| PSI Advisors, LLC | 1,355 | $97.3K | 0.03% | −253−15.7% | Reduced |
| Cyrus J. Lawrence, LLC | 1,381 | $99.0K | 0.02% | −100−6.8% | Reduced |
| Kennebec Savings Bank | 1,391 | $100.0K | 0.10% | +1,391 | New |
| Halpern Financial, Inc. | 1,434 | $101.8K | 0.03% | +37+2.6% | Added |
| Wintrust Investments LLC | 1,429 | $102.0K | 0.08% | −14,054−90.8% | Reduced |
| Financial Perspectives, Inc | 1,442 | $103.6K | 0.04% | +3+0.2% | Added |
| Avion Wealth | 1,458 | $104.0K | 0.03% | −156−9.7% | Reduced |
| Arlington Trust Co LLC | 1,482 | $106.5K | 0.02% | −18−1.2% | Reduced |
| AllSquare Wealth Management LLC | 1,496 | $107.5K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,499 | $107.7K | 0.05% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,500 | $107.8K | 0.04% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 1,521 | $110.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,566 | $112.5K | 0.04% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,590 | $114.3K | 0.02% | +7+0.4% | Added |
| Westchester Capital Management, Inc. | 1,615 | $116.1K | 0.03% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,658 | $119.1K | 0.04% | +597+56.3% | Added |
| Cornerstone Planning Group LLC | 1,820 | $119.3K | 0.03% | −1,282−41.3% | Reduced |
| Voisard Asset Management Group, Inc. | 1,670 | $120.0K | 0.05% | −8−0.5% | Reduced |
| Advantage Trust Co | 1,725 | $124.0K | 0.08% | 00.0% | Unchanged |
| First Pacific Financial | 1,733 | $124.5K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 1,742 | $125.2K | 0.11% | +69+4.1% | Added |
| O'Brien Wealth Partners LLC | 1,763 | $126.7K | 0.02% | −44−2.4% | Reduced |
| Lipe & Dalton | 1,800 | $129.0K | 0.07% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,795 | $129.0K | 0.04% | +1,795 | New |
| Luken Investment Analytics, LLC | 1,800 | $129.3K | 0.06% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,831 | $131.6K | 0.10% | +231+14.4% | Added |
| FSC Wealth Advisors, LLC | 1,832 | $131.6K | 0.09% | −49−2.6% | Reduced |
| Planned Solutions, Inc. | 1,850 | $132.9K | 0.05% | +1,850 | New |
| Oliver Lagore Vanvalin Investment Group | 1,853 | $133.2K | 0.04% | −25−1.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,858 | $133.5K | 0.03% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,865 | $134.0K | 0.09% | +5+0.3% | Added |
| Northwest Investment Counselors, LLC | 1,938 | $139.3K | 0.03% | +1,938 | New |
| State of Wyoming | 1,956 | $140.6K | 0.02% | −88−4.3% | Reduced |
| Future Financial Wealth Managment LLC | 1,993 | $143.2K | 0.10% | +1,993 | New |
| Knott David M Jr | 2,000 | $144.0K | 0.06% | −5,600−73.7% | Reduced |
| Heritage Wealth Management, Inc. | 2,010 | $144.4K | 0.13% | +2,010 | New |
| Lowe Wealth Advisors, LLC | 2,013 | $144.7K | 0.06% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 2,014 | $144.7K | 0.08% | −2,268−53.0% | Reduced |
| Belmont Capital, LLC | 2,046 | $147.0K | 0.02% | −21,402−91.3% | Reduced |
| HBC Financial Services, PLLC | 2,284 | $150.0K | 0.09% | +2+0.1% | Added |
| Pineridge Advisors LLC | 2,101 | $151.0K | 0.06% | −164−7.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,109 | $151.6K | 0.05% | +76+3.7% | Added |
| Intelligent Financial Strategies | 2,128 | $154.0K | 0.08% | −797−27.2% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,162 | $155.4K | 0.00% | +2,162 | New |
| Rakuten Securities, Inc. | 2,224 | $159.8K | 0.07% | +448+25.2% | Added |
| First Community Trust NA | 2,246 | $161.4K | 0.13% | −120−5.1% | Reduced |
| Pingora Partners LLC | 2,315 | $166.4K | 0.12% | −245−9.6% | Reduced |
| Pacifica Partners Inc. | 2,369 | $170.2K | 0.07% | +10.0% | Added |
| Centerpoint Advisors, LLC | 2,374 | $171.0K | 0.06% | +95+4.2% | Added |
| J.Safra Asset Management Corp | 2,403 | $172.5K | 0.02% | +549+29.6% | Added |
| Beaird Harris Wealth Management, LLC | 2,409 | $173.1K | 0.02% | +880+57.6% | Added |
| MB, Levis & Associates, LLC | 2,411 | $173.3K | 0.09% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,411 | $173.3K | 0.04% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,439 | $174.0K | 0.07% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,457 | $176.5K | 0.07% | −49−2.0% | Reduced |