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 |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 4,084 | $293.5K | 0.06% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 4,085 | $293.6K | 0.11% | +28+0.7% | Added |
| Consilio Wealth Advisors, LLC | 4,088 | $293.8K | 0.12% | +516+14.4% | Added |
| MKT Advisors LLC | 4,139 | $293.9K | 0.14% | −402−8.9% | Reduced |
| Harbor Group, Inc. | 4,091 | $294.0K | 0.07% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 4,095 | $294.3K | 0.16% | +17+0.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $294.6K | 0.19% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,104 | $294.9K | 0.07% | −215−5.0% | Reduced |
| Baugh & Associates, LLC | 4,582 | $295.3K | 0.15% | +473+11.5% | Added |
| SRS Capital Advisors, Inc. | 4,115 | $295.7K | 0.03% | +233+6.0% | Added |
| FSM Wealth Advisors, LLC | 4,117 | $295.9K | 0.08% | +555+15.6% | Added |
| Centennial Wealth Advisory LLC | 4,123 | $296.3K | 0.12% | −3−0.1% | Reduced |
| Hoge Financial Services, LLC | 4,128 | $296.7K | 0.22% | +278+7.2% | Added |
| One + One Wealth Management, LLC | 4,132 | $296.9K | 0.18% | −300−6.8% | Reduced |
| Indiana Trust & Investment Management CO | 4,136 | $297.2K | 0.10% | −313−7.0% | Reduced |
| Vestia Personal Wealth Advisors | 4,139 | $297.4K | 0.28% | +103+2.6% | Added |
| NCM Capital Management, LLC | 4,141 | $297.6K | 0.14% | 00.0% | Unchanged |
| Sageworth Trust Co | 4,150 | $298.2K | 0.02% | −361−8.0% | Reduced |
| Pullen Investment Management, LLC | 4,155 | $298.6K | 0.22% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 4,159 | $298.9K | 0.02% | +45+1.1% | Added |
| First International Bank & Trust | 4,169 | $299.6K | 0.10% | +50+1.2% | Added |
| Community Financial Services Group, LLC | 4,174 | $299.9K | 0.06% | −725−14.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,179 | $300.3K | 0.17% | +9+0.2% | Added |
| Redwood Financial Network Corp | 4,198 | $301.7K | 0.24% | −896−17.6% | Reduced |
| Partnership Wealth Management, LLC | 4,200 | $301.8K | 0.21% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 4,207 | $302.3K | 0.22% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,208 | $302.4K | 0.05% | −32−0.8% | Reduced |
| DMG Group, LLC | 4,210 | $302.5K | 0.24% | −20−0.5% | Reduced |
| SL Advisors, LLC | 4,211 | $302.6K | 0.54% | −115−2.7% | Reduced |
| GSG Advisors LLC | 4,222 | $302.8K | 0.10% | +469+12.5% | Added |
| Lewis Asset Management, LLC | 4,228 | $303.8K | 0.22% | +617+17.1% | Added |
| Bensler, LLC | 4,229 | $303.9K | 0.04% | −116−2.7% | Reduced |
| Mascoma Wealth Management LLC | 4,233 | $304.2K | 0.08% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4,255 | $305.8K | 0.16% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 4,354 | $306.3K | 0.07% | −522−10.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,286 | $307.3K | 0.17% | +4,286 | New |
| Enterprise Bank & Trust Co | 4,278 | $307.4K | 0.10% | −29−0.7% | Reduced |
| KFG Wealth Management, LLC | 4,288 | $308.1K | 0.07% | −1,056−19.8% | Reduced |
| Aufman Associates Inc | 4,292 | $308.4K | 0.20% | +389+10.0% | Added |
| Buska Wealth Management, LLC | 4,298 | $308.9K | 0.11% | +4,298 | New |
| Athena Investment Management | 4,300 | $309.0K | 0.18% | −50−1.1% | Reduced |
| Westside Investment Management, Inc. | 4,383 | $309.5K | 0.07% | 00.0% | Unchanged |
| Watchman Group, Inc. | 4,308 | $309.6K | 0.08% | +56+1.3% | Added |
| Castleview Partners, LLC | 4,321 | $310.5K | 0.18% | −255−5.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 4,567 | $310.6K | 0.15% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,322 | $310.6K | 0.18% | −200−4.4% | Reduced |
| FDx Advisors, Inc. | 4,334 | $311.0K | 0.08% | +14+0.3% | Added |
| DRW Securities, LLC | 4,345 | $311.2K | 0.02% | −9,991−69.7% | Reduced |
| BCGM Wealth Management, LLC | 4,334 | $311.4K | 0.10% | +21+0.5% | Added |
| KC Investment Advisors, LLC | 4,347 | $312.4K | 0.13% | −668−13.3% | Reduced |
| Aspen Grove Capital, LLC | 4,330 | $313.2K | 0.07% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 4,369 | $313.7K | 0.30% | +144+3.4% | Added |
| BCJ Capital Management, LLC | 4,371 | $314.1K | 0.02% | −2,240−33.9% | Reduced |
| Bank of Stockton | 4,375 | $314.4K | 0.09% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 4,391 | $315.5K | 0.08% | −7,256−62.3% | Reduced |
| PBMares Wealth Management LLC | 4,397 | $316.0K | 0.07% | +20.0% | Added |
| Legacy Trust | 4,403 | $316.4K | 0.07% | +360+8.9% | Added |
| Pring Turner Capital Group Inc | 4,443 | $319.3K | 0.20% | −600−11.9% | Reduced |
| Fortem Financial Group, LLC | 4,453 | $320.0K | 0.13% | −8,270−65.0% | Reduced |
| Juncture Wealth Strategies, LLC | 4,455 | $320.1K | 0.12% | +4,455 | New |
| Bremer Bank National Association | 4,458 | $320.4K | 0.06% | −49,745−91.8% | Reduced |
| Threadgill Financial, LLC | 4,462 | $320.7K | 0.19% | −713−13.8% | Reduced |
| WR Wealth Planners, LLC | 4,463 | $320.7K | 0.09% | +231+5.5% | Added |
| Source Financial Advisors LLC | 4,463 | $320.7K | 0.09% | +8+0.2% | Added |
| BFSG, LLC | 4,464 | $320.8K | 0.04% | −9−0.2% | Reduced |
| Salvus Wealth Management, LLC | 4,471 | $321.3K | 0.20% | +463+11.6% | Added |
| Cassady Schiller Wealth Management, LLC | 4,472 | $321.4K | 0.12% | 00.0% | Unchanged |
| Well Done, LLC | 4,494 | $322.9K | 0.06% | −379−7.8% | Reduced |
| Delos Wealth Advisors, LLC | 4,500 | $323.4K | 0.28% | −8−0.2% | Reduced |
| Stonekeep Investments, LLC | 4,500 | $323.4K | 0.25% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,500 | $323.4K | 0.10% | +4,500 | New |
| Pathway Financial Advisors LLC | 4,504 | $323.6K | 0.08% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 4,507 | $323.8K | 0.02% | −84−1.8% | Reduced |
| Strategy Asset Managers LLC | 4,514 | $324.4K | 0.06% | +4,514 | New |
| Baker Ellis Asset Management LLC | 4,525 | $325.2K | 0.05% | +1,125+33.1% | Added |
| Consolidated Portfolio Review Corp | 4,539 | $326.1K | 0.07% | +104+2.3% | Added |
| Wela Strategies, Inc. | 4,544 | $326.5K | 0.14% | −569−11.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 4,550 | $327.0K | 0.20% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 4,552 | $327.1K | 0.07% | −82−1.8% | Reduced |
| Sachetta, LLC | 4,564 | $328.0K | 0.13% | 00.0% | Unchanged |
| Cedar Point Capital Partners, LLC | 4,573 | $328.6K | 0.23% | −60−1.3% | Reduced |
| TFC Financial Management | 4,577 | $328.9K | 0.05% | +172+3.9% | Added |
| Fort Pitt Capital Group, LLC | 4,579 | $329.1K | 0.01% | +56+1.2% | Added |
| Chiron Capital Management, LLC | 4,580 | $329.1K | 0.29% | +136+3.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,582 | $329.3K | 0.05% | +60+1.3% | Added |
| MBL Wealth, LLC | 4,588 | $329.7K | 0.04% | +80+1.8% | Added |
| Holistic Financial Partners | 4,589 | $329.8K | 0.16% | +1,035+29.1% | Added |
| Integral Investment Advisors, Inc. | 4,611 | $331.3K | 0.11% | +603+15.0% | Added |
| Optivise Advisory Services LLC | 4,612 | $331.4K | 0.17% | −594−11.4% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,613 | $331.5K | 0.12% | 00.0% | Unchanged |
| Private Management Group Inc | 4,613 | $331.5K | 0.01% | −170−3.6% | Reduced |
| Austin Private Wealth, LLC | 4,618 | $331.9K | 0.03% | −50−1.1% | Reduced |
| Central Valley Advisors, LLC | 4,620 | $332.0K | 0.19% | +369+8.7% | Added |
| TCI Wealth Advisors, Inc. | 4,627 | $332.5K | 0.03% | −217−4.5% | Reduced |
| Weaver Consulting Group | 4,627 | $332.5K | 0.11% | +272+6.2% | Added |
| Hilltop National Bank | 4,627 | $332.5K | 0.10% | −11,766−71.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,629 | $332.6K | 0.07% | +645+16.2% | Added |
| Northwest Capital Management Inc | 4,629 | $332.6K | 0.12% | 00.0% | Unchanged |
| Financial Insights, Inc. | 4,629 | $332.6K | 0.11% | −9−0.2% | Reduced |
| Unique Wealth Strategies, LLC | 4,635 | $333.1K | 0.14% | +1,342+40.8% | Added |