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 |
|---|---|---|---|---|---|
| Wellspring Financial Advisors, LLC | 10,356 | $180.4K | 0.02% | +10,356 | New |
| Stephens Consulting, LLC | 2,550 | $183.2K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,566 | $184.4K | 0.03% | −1,194−31.8% | Reduced |
| Crewe Advisors LLC | 2,580 | $185.4K | 0.02% | +21+0.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,600 | $186.8K | 0.01% | +2,600 | New |
| Atlas Capital Advisors LLC | 2,627 | $188.8K | 0.03% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 2,650 | $190.4K | 0.04% | +2,650 | New |
| CGC Financial Services, LLC | 2,666 | $191.6K | 0.08% | +322+13.7% | Added |
| Pflug Koory, LLC | 2,677 | $192.4K | 0.09% | +2,677 | New |
| Y.D. More Investments Ltd | 2,694 | $193.2K | 0.02% | +929+52.6% | Added |
| Catalyst Capital Advisors LLC | 2,702 | $194.2K | 0.00% | +2,702 | New |
| Piscataqua Savings Bank | 2,708 | $194.6K | 0.17% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,780 | $199.8K | 0.09% | −10.0% | Reduced |
| Napa Wealth Management | 2,785 | $200.1K | 0.09% | +2,785 | New |
| IMPACTfolio, LLC | 2,785 | $200.1K | 0.10% | +2,785 | New |
| Accelerate Investment Advisors LLC | 2,785 | $200.1K | 0.20% | +2,785 | New |
| Adapt Wealth Advisors, LLC | 2,789 | $200.4K | 0.11% | +2,789 | New |
| Sanctuary Wealth Management, L.L.C. | 2,796 | $200.9K | 0.14% | +1,789+177.7% | Added |
| Insight Wealth Strategies, LLC | 2,798 | $201.0K | 0.03% | +2,798 | New |
| Tortoise Investment Management, LLC | 2,798 | $201.1K | 0.02% | −90−3.1% | Reduced |
| Forza Wealth Management, LLC | 2,798 | $201.1K | 0.09% | +2,798 | New |
| LFA - Lugano Financial Advisors SA | 2,800 | $201.2K | 0.14% | 00.0% | Unchanged |
| RDA Financial Network | 2,800 | $201.2K | 0.06% | +2,800 | New |
| Prudent Investors Network | 2,801 | $201.3K | 0.06% | −109,555−97.5% | Reduced |
| Aua Capital Management, LLC | 2,802 | $201.4K | 0.12% | +2,802 | New |
| Tilia Fiduciary Partners, Inc. | 2,802 | $201.4K | 0.14% | +2,802 | New |
| Boyd Wealth Management, LLC | 2,803 | $201.4K | 0.10% | +2,803 | New |
| Allegiance Financial Group Advisory Services LLC | 2,804 | $201.5K | 0.07% | +2,804 | New |
| Valley Brook Capital Group | 2,806 | $201.6K | 0.14% | +2,806 | New |
| Santori & Peters | 2,839 | $204.0K | 0.08% | +2,839 | New |
| Custom Index Systems, LLC | 2,843 | $204.3K | 0.11% | +2,843 | New |
| Investment Research & Advisory Group, Inc. | 2,848 | $204.7K | 0.09% | −450−13.6% | Reduced |
| Basepoint Wealth LLC | 2,851 | $204.9K | 0.15% | +2,851 | New |
| Worth Asset Management, LLC | 2,852 | $204.9K | 0.11% | +2,852 | New |
| Prosperity Wealth Management, Inc. | 2,853 | $205.0K | 0.08% | +2,853 | New |
| Investment Planning Advisors, Inc. | 3,224 | $205.2K | 0.10% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,859 | $205.4K | 0.16% | +2,859 | New |
| McRae Capital Management Inc | 2,861 | $205.6K | 0.04% | +2,861 | New |
| KRS Capital Management, LLC | 2,862 | $205.6K | 0.15% | −328−10.3% | Reduced |
| First Commonwealth Financial Corp | 2,864 | $205.8K | 0.05% | +2,864 | New |
| WP Advisors, LLC | 2,866 | $205.9K | 0.08% | +2,866 | New |
| Operose Advisors LLC | 2,872 | $206.4K | 0.07% | +92+3.3% | Added |
| Lifestyle Asset Management, Inc. | 2,880 | $207.0K | 0.11% | +2,880 | New |
| Acorn Creek Capital LLC | 2,881 | $207.0K | 0.11% | +2,881 | New |
| Lauterbach Financial Advisors, LLC | 2,889 | $207.6K | 0.13% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,890 | $207.7K | 0.04% | +2,890 | New |
| Altus Wealth Group LLC | 2,891 | $207.8K | 0.09% | +2,891 | New |
| LifePro Asset Management | 2,893 | $207.9K | 0.13% | +2,893 | New |
| Phoenix Wealth Advisors | 2,894 | $208.0K | 0.10% | +2,894 | New |
| Kooman & Associates | 2,894 | $208.0K | 0.08% | +2,894 | New |
| ETF Portfolio Partners, Inc. | 2,899 | $208.3K | 0.06% | +2,899 | New |
| WFA of San Diego, LLC | 2,900 | $208.4K | 0.18% | 00.0% | Unchanged |
| Apriem Advisors | 2,900 | $208.5K | 0.02% | +2,900 | New |
| Prosperity Financial Group, Inc. | 2,910 | $209.1K | 0.12% | +2,910 | New |
| Ascent Wealth Partners, LLC | 2,916 | $209.5K | 0.03% | +2,916 | New |
| Ables, Iannone, Moore & Associates, Inc. | 2,921 | $209.9K | 0.14% | +2,921 | New |
| Convergence Financial, LLC | 2,930 | $210.5K | 0.04% | −804−21.5% | Reduced |
| UMA Financial Services, Inc. | 2,993 | $210.6K | 0.04% | −588−16.4% | Reduced |
| Brass Tax Wealth Management, Inc | 2,942 | $211.4K | 0.05% | +2,942 | New |
| Bouchey Financial Group Ltd | 2,943 | $211.6K | 0.02% | +2,943 | New |
| Berkshire Bank | 2,946 | $211.7K | 0.05% | +2,946 | New |
| TCFG Wealth Management, LLC | 2,949 | $211.9K | 0.11% | +2,949 | New |
| Trinity Legacy Partners, LLC | 3,017 | $212.2K | 0.05% | +3,017 | New |
| JSF Financial, LLC | 2,966 | $213.1K | 0.06% | +2,966 | New |
| Noble Family Wealth, LLC | 2,967 | $213.2K | 0.06% | +2,967 | New |
| Gill Capital Partners, LLC | 2,968 | $213.3K | 0.08% | +2,968 | New |
| Hourglass Capital, LLC | 2,969 | $213.4K | 0.06% | +2,969 | New |
| Yarger Wealth Strategies, LLC | 2,975 | $213.8K | 0.12% | +2,975 | New |
| Hemington Wealth Management | 3,285 | $214.0K | 0.06% | −14−0.4% | Reduced |
| Youngs Advisory Group, Inc. | 2,984 | $214.4K | 0.09% | +2,984 | New |
| Goldstein Advisors, LLC | 2,985 | $214.5K | 0.03% | +2,985 | New |
| Taylor Financial Group, Inc. | 2,993 | $215.1K | 0.15% | +2,993 | New |
| Fortitude Family Office, LLC | 2,995 | $215.2K | 0.09% | +2,103+235.8% | Added |
| WMG Financial Advisors, LLC | 2,997 | $215.3K | 0.10% | +2,997 | New |
| Black Diamond Financial, LLC | 2,998 | $215.4K | 0.04% | +2,998 | New |
| Carderock Capital Management Inc | 3,000 | $215.6K | 0.05% | −250−7.7% | Reduced |
| Private Wealth Partners, LLC | 3,000 | $215.6K | 0.02% | +3,000 | New |
| Crestmont Private Wealth LLC | 3,001 | $215.7K | 0.09% | +3,001 | New |
| Aspen Wealth Strategies, LLC | 3,005 | $215.9K | 0.14% | +3,005 | New |
| DHK Financial Advisors, Inc. | 2,987 | $216.1K | 0.13% | +2,987 | New |
| Cherrydale Wealth Management, LLC | 3,015 | $216.6K | 0.09% | +3,015 | New |
| Southern Capital Advisors, LLC | 3,015 | $216.7K | 0.12% | −1,958−39.4% | Reduced |
| Richardson Financial Services Inc. | 3,404 | $216.7K | 0.14% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 3,017 | $216.8K | 0.06% | −473−13.6% | Reduced |
| Sage Financial Management Group, Inc. | 3,016 | $217.0K | 0.08% | +3,016 | New |
| PAX Financial Group, LLC | 3,020 | $217.0K | 0.04% | +3,020 | New |
| Winton Group Ltd | 3,021 | $217.1K | 0.02% | −2,987−49.7% | Reduced |
| Castle Wealth Management LLC | 3,003 | $217.2K | 0.09% | +3,003 | New |
| New Jersey Better Educational Savings Trust | 3,028 | $217.6K | 0.41% | +3,028 | New |
| Ridgepath Capital Management LLC | 3,037 | $218.2K | 0.17% | +3,037 | New |
| Acima Private Wealth, LLC | 3,045 | $218.8K | 0.07% | 00.0% | Unchanged |
| Hiley Hunt Wealth Management | 3,045 | $218.8K | 0.13% | +3,045 | New |
| Brown Miller Wealth Management, LLC | 3,047 | $219.0K | 0.09% | +3,047 | New |
| Westshore Wealth, LLC | 3,054 | $219.5K | 0.09% | +3,054 | New |
| Saxony Capital Management, LLC | 3,054 | $219.5K | 0.20% | +3,054 | New |
| Redmond Asset Management, LLC | 3,056 | $219.6K | 0.07% | −1,821−37.3% | Reduced |
| Mach-1 Financial Group, Inc. | 3,055 | $219.6K | 0.13% | −460−13.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,068 | $220.5K | 0.11% | +3,068 | New |
| Ocean Capital Management, LLC | 3,071 | $220.7K | 0.05% | +3,071 | New |
| Bellevue Asset Management, LLC | 3,074 | $221.0K | 0.11% | +9+0.3% | Added |