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 |
|---|---|---|---|---|---|
| Navis Wealth Advisors, LLC | 3,567 | $256.3K | 0.28% | +17+0.5% | Added |
| Claris Advisors, LLC | 3,569 | $256.4K | 0.11% | +3,569 | New |
| Carolinas Wealth Consulting LLC | 3,545 | $256.5K | 0.05% | +329+10.2% | Added |
| NCP Inc. | 3,571 | $256.6K | 0.15% | +300+9.2% | Added |
| Power Wealth Management LLC | 3,572 | $256.7K | 0.11% | −120−3.3% | Reduced |
| E&G Advisors, LP | 3,604 | $257.7K | 0.07% | −100−2.7% | Reduced |
| Warwick Investment Management, Inc. | 3,587 | $257.8K | 0.06% | +116+3.3% | Added |
| Trinity Financial Advisors LLC | 3,865 | $258.2K | 0.12% | +11+0.3% | Added |
| 5th Street Advisors, LLC | 3,600 | $258.7K | 0.13% | +3,600 | New |
| Dodds Wealth, LLC | 3,739 | $259.0K | 0.09% | +370+11.0% | Added |
| Garrett Wealth Advisory Group, LLC | 3,604 | $259.0K | 0.06% | +3,604 | New |
| Long Run Wealth Advisors, LLC | 3,606 | $259.1K | 0.06% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 3,614 | $259.7K | 0.15% | +149+4.3% | Added |
| Old Second National Bank of Aurora | 3,623 | $260.3K | 0.06% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,630 | $260.9K | 0.15% | +10.0% | Added |
| Scissortail Wealth Management, LLC | 18 | $261.0K | 0.06% | −3,627−99.5% | Reduced |
| Meridian Wealth Partners, LLC | 3,638 | $261.4K | 0.04% | −194−5.1% | Reduced |
| GenTrust, LLC | 3,614 | $261.4K | 0.01% | +3,614 | New |
| FLC Capital Advisors | 3,645 | $261.9K | 0.06% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 3,628 | $262.6K | 0.10% | −227−5.9% | Reduced |
| Cumberland Advisors Inc | 3,661 | $263.1K | 0.10% | 00.0% | Unchanged |
| IAM Advisory, LLC | 3,668 | $263.6K | 0.07% | +28+0.8% | Added |
| Nova R Wealth, Inc. | 3,675 | $264.1K | 0.13% | +13+0.4% | Added |
| White Pine Capital LLC | 3,680 | $264.4K | 0.09% | +6+0.2% | Added |
| Horizon Bancorp Inc | 3,690 | $265.0K | 0.12% | +26+0.7% | Added |
| Capital Advisors, Ltd. LLC | 3,692 | $265.0K | 0.03% | +61+1.7% | Added |
| CMG Global Holdings, LLC | 3,689 | $265.1K | 0.15% | 00.0% | Unchanged |
| Carr Financial Group Corp | 3,703 | $266.1K | 0.08% | +332+9.8% | Added |
| Willner & Heller, LLC | 3,705 | $266.2K | 0.24% | +26+0.7% | Added |
| Iron Financial, LLC | 3,715 | $266.9K | 0.15% | −66−1.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,725 | $267.1K | 0.05% | −420−10.1% | Reduced |
| Menard Financial Group LLC | 3,719 | $267.2K | 0.18% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,720 | $267.3K | 0.17% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,720 | $267.3K | 0.13% | 00.0% | Unchanged |
| Cobblestone Asset Management LLC | 3,729 | $268.0K | 0.16% | 00.0% | Unchanged |
| Sagace Wealth Management LLC | 3,818 | $268.6K | 0.21% | +3,818 | New |
| Cascade Investment Group, Inc. | 3,740 | $268.8K | 0.20% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 3,737 | $269.0K | 0.25% | 00.0% | Unchanged |
| Fulcrum Equity Management | 3,745 | $269.1K | 0.23% | +6+0.2% | Added |
| Cabot Wealth Management Inc | 3,746 | $269.2K | 0.03% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 3,747 | $269.3K | 0.08% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,750 | $269.4K | 0.05% | +87+2.4% | Added |
| Phillips Financial Management, LLC | 3,754 | $269.8K | 0.02% | −85−2.2% | Reduced |
| Greenwich Wealth Management LLC | 3,757 | $270.0K | 0.02% | −448−10.7% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 3,762 | $270.3K | 0.19% | +3,762 | New |
| Socha Financial Group, LLC | 3,767 | $270.7K | 0.12% | +2+0.1% | Added |
| Paragon Private Wealth Management, LLC | 3,771 | $271.0K | 0.13% | +3,771 | New |
| Beacon Capital Management, LLC | 3,773 | $271.1K | 0.04% | −1,333−26.1% | Reduced |
| Benin Management CORP | 3,774 | $271.2K | 0.08% | −283−7.0% | Reduced |
| Full Sail Capital, LLC | 3,776 | $271.3K | 0.02% | −21,249−84.9% | Reduced |
| MPS Loria Financial Planners, LLC | 3,784 | $272.0K | 0.08% | +14+0.4% | Added |
| Pin Oak Investment Advisors Inc | 3,793 | $272.0K | 0.25% | −194−4.9% | Reduced |
| Shakespeare Wealth Management, Inc. | 3,796 | $272.8K | 0.07% | +20+0.5% | Added |
| Pine Harbor Wealth Management, LLC | 3,796 | $272.8K | 0.14% | +24+0.6% | Added |
| Fca Corp | 3,805 | $273.4K | 0.08% | −216−5.4% | Reduced |
| Tempus Wealth Planning, LLC | 3,810 | $273.8K | 0.10% | +35+0.9% | Added |
| SGL Investment Advisors, Inc. | 4,378 | $273.8K | 0.14% | +4,378 | New |
| Swisher Financial Concepts, Inc. | 3,898 | $274.0K | 0.17% | +12+0.3% | Added |
| Aviso Wealth Management | 3,815 | $274.2K | 0.15% | −331−8.0% | Reduced |
| Northern Oak Wealth Management Inc | 3,819 | $274.4K | 0.03% | −5,177−57.5% | Reduced |
| Capital Insight Partners, LLC | 3,823 | $274.7K | 0.05% | −215−5.3% | Reduced |
| Northside Capital Management, LLC | 3,835 | $275.6K | 0.04% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 3,836 | $275.6K | 0.10% | −191−4.7% | Reduced |
| Zevin Asset Management LLC | 3,843 | $276.0K | 0.04% | +10+0.3% | Added |
| TriaGen Wealth Management LLC | 3,867 | $277.9K | 0.09% | −428−10.0% | Reduced |
| Southland Equity Partners LLC | 3,870 | $278.1K | 0.07% | −435−10.1% | Reduced |
| Compass Financial Group, INC | 3,874 | $278.5K | 0.05% | −101−2.5% | Reduced |
| Financial Advisors, LLC | 3,898 | $280.1K | 0.05% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 3,902 | $280.4K | 0.09% | −732−15.8% | Reduced |
| Gemmer Asset Management LLC | 3,918 | $281.5K | 0.03% | 00.0% | Unchanged |
| 626 Financial, LLC | 3,923 | $281.9K | 0.16% | +7+0.2% | Added |
| Curran Financial Partners, LLC | 3,925 | $282.0K | 0.08% | −64−1.6% | Reduced |
| Wealthstream Advisors, Inc. | 3,931 | $282.5K | 0.05% | +115+3.0% | Added |
| KPP Advisory Services LLC | 3,936 | $282.8K | 0.07% | +19+0.5% | Added |
| Valley National Advisers Inc | 3,947 | $283.0K | 0.05% | −1,779−31.1% | Reduced |
| Guardian Wealth Advisors, LLC | 3,945 | $283.5K | 0.18% | +7+0.2% | Added |
| Allstate Corp | 3,948 | $283.7K | 0.03% | −9,525−70.7% | Reduced |
| Solstein Capital, LLC | 3,953 | $284.1K | 0.15% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,954 | $284.1K | 0.08% | −15−0.4% | Reduced |
| Accel Wealth Management | 3,960 | $284.6K | 0.11% | +278+7.6% | Added |
| Strategic Wealth Partners, Ltd. | 3,979 | $285.9K | 0.03% | +143+3.7% | Added |
| McIlrath & Eck, LLC | 3,983 | $286.2K | 0.04% | +138+3.6% | Added |
| Verus Financial Partners, Inc. | 3,993 | $286.4K | 0.03% | −200−4.8% | Reduced |
| RWM Asset Management, LLC | 3,985 | $286.4K | 0.05% | −4−0.1% | Reduced |
| Old Mission Investment Co LLC | 3,986 | $286.4K | 0.09% | +179+4.7% | Added |
| Ariadne Wealth Management, LP | 4,500 | $286.5K | 0.16% | +212+4.9% | Added |
| Puzo Michael J | 4,000 | $287.4K | 0.08% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $287.4K | 0.18% | 00.0% | Unchanged |
| Ewa, LLC | 4,614 | $288.6K | 0.10% | +414+9.9% | Added |
| Fountainhead AM, LLC | 4,019 | $288.8K | 0.06% | +47+1.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,024 | $289.1K | 0.17% | +30+0.8% | Added |
| SOL Capital Management CO | 4,029 | $290.0K | 0.03% | −210−5.0% | Reduced |
| Paul Damon & Associates, Inc. | 4,038 | $290.2K | 0.19% | +75+1.9% | Added |
| Burns Matteson Capital Management, LLC | 4,039 | $290.2K | 0.16% | −288−6.7% | Reduced |
| Braun-Bostich & Associates Inc. | 4,039 | $290.2K | 0.20% | +123+3.1% | Added |
| Sara-Bay Financial | 4,059 | $291.7K | 0.12% | +220+5.7% | Added |
| Rebalance, LLC | 4,059 | $291.7K | 0.02% | +177+4.6% | Added |
| Ethos Financial Group, LLC | 4,037 | $292.0K | 0.05% | −38−0.9% | Reduced |
| BTC Capital Management, Inc. | 4,069 | $292.4K | 0.03% | −290−6.7% | Reduced |
| Stegent Equity Advisors, Inc. | 4,072 | $292.6K | 0.32% | +859+26.7% | Added |