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 |
|---|---|---|---|---|---|
| Ceera Investments, LLC | 3,078 | $221.2K | 0.08% | +3,078 | New |
| SJS Investment Consulting Inc. | 3,081 | $221.4K | 0.04% | +378+14.0% | Added |
| Tanager Wealth Management LLP | 3,060 | $221.4K | 0.03% | −64−2.0% | Reduced |
| SWS Partners | 3,084 | $221.5K | 0.07% | +18+0.6% | Added |
| Ervin Investment Management, LLC | 3,087 | $221.8K | 0.14% | +3,087 | New |
| Kohmann Bosshard Financial Services, LLC | 3,088 | $221.9K | 0.03% | +3,088 | New |
| Patron Partners Advisors, LLC | 3,089 | $222.0K | 0.12% | −590−16.0% | Reduced |
| PCA Investment Advisory Services Inc. | 3,099 | $222.7K | 0.10% | +3,099 | New |
| Omnia Family Wealth, LLC | 3,079 | $222.8K | 0.10% | +3,079 | New |
| Bristlecone Advisors, LLC | 3,111 | $223.6K | 0.02% | +3,111 | New |
| Meridian Financial, LLC | 3,116 | $223.9K | 0.15% | +3,116 | New |
| Etesian Wealth Advisors, Inc. | 3,126 | $224.6K | 0.10% | +3,126 | New |
| Northwest Quadrant Wealth Management, LLC | 3,133 | $225.2K | 0.05% | +3,133 | New |
| Renaissance Technologies LLC | 3,140 | $227.1K | 0.00% | +3,140 | New |
| Intrepid Financial Planning Group LLC | 3,162 | $227.2K | 0.10% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 3,163 | $227.3K | 0.08% | +2+0.1% | Added |
| Sloy Dahl & Holst, LLC | 3,166 | $227.5K | 0.04% | +3,166 | New |
| Centennial Bank | 3,168 | $227.7K | 0.10% | −25−0.8% | Reduced |
| Goldstone Financial Group, LLC | 3,171 | $227.9K | 0.04% | −750−19.1% | Reduced |
| FSA Advisors, Inc. | 3,309 | $228.8K | 0.23% | −570−14.7% | Reduced |
| Longview Financial Advisors, Inc. | 3,187 | $229.1K | 0.17% | +3,187 | New |
| Madison Park Capital Advisors, LLC | 3,190 | $229.2K | 0.17% | +16+0.5% | Added |
| Dupree Financial Group, LLC | 3,190 | $229.3K | 0.09% | −154−4.6% | Reduced |
| Unio Capital LLC | 3,200 | $230.0K | 0.09% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 3,200 | $230.0K | 0.05% | +3,200 | New |
| NBW Capital LLC | 3,202 | $230.1K | 0.04% | −33−1.0% | Reduced |
| Kolinsky Wealth Management, LLC | 3,206 | $230.4K | 0.15% | +42+1.3% | Added |
| Sterling Manor Financial, LLC | 3,213 | $230.9K | 0.16% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 3,504 | $231.0K | 0.11% | −86−2.4% | Reduced |
| Aletheian Wealth Advisors LLC | 3,220 | $231.4K | 0.14% | +30+0.9% | Added |
| Vigilare Wealth Management | 3,230 | $232.2K | 0.09% | +10.0% | Added |
| Ellevest, Inc. | 3,232 | $232.2K | 0.01% | −69−2.1% | Reduced |
| Noesis Capital Mangement Corp | 3,237 | $232.6K | 0.05% | +3,237 | New |
| Fortune Financial Advisors, LLC | 3,240 | $232.8K | 0.21% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 3,246 | $233.3K | 0.08% | 00.0% | Unchanged |
| Ami Investment Management Inc | 3,250 | $233.5K | 0.08% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 3,258 | $234.2K | 0.05% | +3,258 | New |
| Waller Financial Planning Group, Inc | 3,260 | $234.3K | 0.06% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 3,263 | $234.5K | 0.09% | −23−0.7% | Reduced |
| Heck Capital Advisors, LLC | 3,267 | $234.8K | 0.03% | −89−2.7% | Reduced |
| SMART Wealth LLC | 3,269 | $234.9K | 0.09% | +12+0.4% | Added |
| Northeast Financial Group, Inc. | 3,289 | $236.4K | 0.09% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 3,296 | $236.9K | 0.00% | −357−9.8% | Reduced |
| US Asset Management LLC | 3,764 | $237.0K | 0.21% | −90−2.3% | Reduced |
| Financial Advisory Corp | 3,296 | $237.0K | 0.09% | +3,296 | New |
| WealthBridge Capital Management, LLC | 3,310 | $237.9K | 0.07% | −19−0.6% | Reduced |
| Members Capital Advisors Inc | 3,319 | $238.5K | 0.27% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 3,320 | $238.6K | 0.08% | +3,320 | New |
| Cutler Investment Counsel LLC | 3,301 | $238.8K | 0.03% | −71−2.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $239.0K | 0.02% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,331 | $239.4K | 0.05% | −274−7.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 3,334 | $239.6K | 0.02% | −700−17.4% | Reduced |
| Phillips Wealth Planners LLC | 3,402 | $240.1K | 0.23% | +79+2.4% | Added |
| Newport Capital Group, LLC | 3,342 | $240.2K | 0.18% | −144−4.1% | Reduced |
| Monterey Private Wealth, Inc. | 3,353 | $240.9K | 0.08% | +6+0.2% | Added |
| Canton Hathaway, LLC | 3,370 | $242.0K | 0.06% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,345 | $242.0K | 0.11% | +10.0% | Added |
| Birchbrook, Inc. | 3,372 | $242.3K | 0.13% | 00.0% | Unchanged |
| Gimbal Financial | 3,604 | $242.5K | 0.16% | +16+0.4% | Added |
| Investment Advisory Group, LLC | 3,378 | $242.7K | 0.08% | +146+4.5% | Added |
| Vertex Planning Partners, LLC | 3,379 | $242.8K | 0.06% | +16+0.5% | Added |
| Strategic Point Investment Advisors, LLC | 3,380 | $242.9K | 0.04% | 00.0% | Unchanged |
| TLWM | 3,388 | $243.5K | 0.05% | −1,370−28.8% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,388 | $243.5K | 0.03% | +181+5.6% | Added |
| Eldridge Investment Advisors, Inc. | 3,400 | $244.0K | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 3,398 | $244.0K | 0.05% | +72+2.2% | Added |
| Castleark Management LLC | 3,397 | $244.1K | 0.01% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 3,399 | $244.3K | 0.94% | +15+0.4% | Added |
| Citizens Business Bank | 3,400 | $244.3K | 0.05% | −113−3.2% | Reduced |
| Mendel Capital Management LLC | 3,405 | $244.7K | 0.15% | +81+2.4% | Added |
| Wedgewood Investors Inc | 3,408 | $244.9K | 0.27% | 00.0% | Unchanged |
| Northwest Financial Advisors | 3,415 | $245.4K | 0.20% | +5+0.1% | Added |
| Sargent Investment Group, LLC | 3,415 | $245.4K | 0.04% | +120+3.6% | Added |
| Evanson Asset Management, LLC | 3,417 | $245.5K | 0.02% | +2+0.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,420 | $245.8K | 0.09% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,425 | $246.1K | 0.08% | +3+0.1% | Added |
| Buckley Wealth Management, LLC | 3,440 | $247.2K | 0.08% | −1,107−24.3% | Reduced |
| ORG Partners LLC | 3,439 | $247.6K | 0.04% | −1,434−29.4% | Reduced |
| Security National Bank | 3,450 | $247.9K | 0.03% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 3,450 | $247.9K | 0.14% | −198−5.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 3,452 | $248.0K | 0.08% | +8+0.2% | Added |
| AMJ Financial Wealth Management | 3,460 | $248.6K | 0.07% | +3,460 | New |
| BlackDiamond Wealth Management Inc. | 3,940 | $249.0K | 0.15% | +535+15.7% | Added |
| MeadowBrook Investment Advisors LLC | 3,469 | $249.3K | 0.22% | +63+1.8% | Added |
| Chelsea Counsel Co | 3,450 | $249.6K | 0.12% | −250−6.8% | Reduced |
| Vantage Financial Partners, LLC | 3,473 | $249.6K | 0.06% | +3,473 | New |
| Concorde Asset Management, LLC | 3,473 | $249.6K | 0.14% | −68−1.9% | Reduced |
| McLean Asset Management Corp | 3,565 | $250.2K | 0.08% | +29+0.8% | Added |
| Horizon Wealth Management, LLC | 3,496 | $251.2K | 0.05% | +20+0.6% | Added |
| Main Street Research LLC | 3,489 | $252.5K | 0.02% | +29+0.8% | Added |
| Trajan Wealth LLC | 3,525 | $253.3K | 0.01% | −4,800−57.7% | Reduced |
| Breakwater Investment Management | 3,536 | $254.1K | 0.11% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 3,540 | $254.4K | 0.11% | +30+0.9% | Added |
| Coastline Trust Co | 3,541 | $254.5K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3,547 | $254.9K | 0.13% | 00.0% | Unchanged |
| Affiance Financial, LLC | 3,548 | $255.0K | 0.06% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 3,531 | $255.4K | 0.08% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 3,557 | $255.6K | 0.12% | −4,382−55.2% | Reduced |
| New Wave Wealth Advisors LLC | 3,557 | $255.6K | 0.12% | −726−17.0% | Reduced |
| Covestor Ltd | 3,560 | $256.0K | 0.16% | +55+1.6% | Added |