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
- 3,145
- +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
- 1,285 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 |
|---|---|---|---|---|---|
| Seven Mile Advisory | 5,250 | $377.3K | 0.25% | +1,219+30.2% | Added |
| Glass Jacobson Investment Advisors llc | 5,263 | $378.2K | 0.13% | +10.0% | Added |
| Lyell Wealth Management, LP | 5,275 | $379.1K | 0.03% | 00.0% | Unchanged |
| Tillman Hartley LLC | 5,275 | $379.1K | 0.11% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 5,281 | $379.5K | 0.03% | −10−0.2% | Reduced |
| Elevatus Welath Management | 5,284 | $379.7K | 0.12% | 00.0% | Unchanged |
| Miller Investment Management, LP | 5,292 | $380.3K | 0.04% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 5,300 | $380.9K | 0.15% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,313 | $381.8K | 0.08% | −496−8.5% | Reduced |
| Capital International Sarl | 5,314 | $381.9K | 0.01% | +5,314 | New |
| Mindset Wealth Management, LLC | 5,317 | $382.1K | 0.16% | +5,317 | New |
| Synergy Financial Management, LLC | 5,320 | $382.3K | 0.06% | −381,676−98.6% | Reduced |
| ASB Consultores, LLC | 5,324 | $382.6K | 0.15% | +1,350+34.0% | Added |
| HC Advisors, LLC | 5,325 | $382.7K | 0.31% | +32+0.6% | Added |
| Werba Rubin Papier Wealth Management | 5,335 | $383.4K | 0.09% | +728+15.8% | Added |
| ForthRight Wealth Management, LLC | 5,336 | $383.4K | 0.13% | −2,189−29.1% | Reduced |
| Cascade Financial Partners, LLC | 5,528 | $383.9K | 0.05% | +79+1.4% | Added |
| LaSalle St. Investment Advisors, LLC | 5,356 | $384.0K | 0.15% | +42+0.8% | Added |
| Florida Financial Advisors, LLC | 5,344 | $384.0K | 0.20% | +317+6.3% | Added |
| High Falls Advisors, Inc | 5,350 | $384.5K | 0.09% | +41+0.8% | Added |
| Burkett Financial Services, LLC | 5,351 | $384.5K | 0.16% | +41+0.8% | Added |
| waypoint wealth counsel | 5,354 | $384.7K | 0.26% | +534+11.1% | Added |
| Ade, LLC | 5,358 | $385.0K | 0.24% | 00.0% | Unchanged |
| Vicus Capital | 5,368 | $385.7K | 0.03% | −3,911−42.1% | Reduced |
| Borer Denton & Associates, Inc. | 5,372 | $386.0K | 0.13% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 5,388 | $387.2K | 0.20% | +280+5.5% | Added |
| Next Level Private LLC | 5,389 | $387.3K | 0.16% | +34+0.6% | Added |
| Sippican Capital Advisors | 5,399 | $388.0K | 0.27% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 5,402 | $388.4K | 0.29% | +5,402 | New |
| Rede Wealth, LLC | 5,407 | $388.5K | 0.15% | −400−6.9% | Reduced |
| Susquehanna International Group Ltd. | 5,410 | $388.8K | 0.08% | +5,410 | New |
| Colony Family Offices, LLC | 5,379 | $389.1K | 0.12% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 5,425 | $389.9K | 0.10% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5,393 | $390.2K | 0.20% | +143+2.7% | Added |
| AXS Investments LLC | 5,453 | $391.9K | 0.10% | −1,059−16.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,468 | $392.9K | 0.03% | +86+1.6% | Added |
| WBI Investments | 5,468 | $392.9K | 0.09% | +5,468 | New |
| Financial Engines Advisors L.L.C. | 5,473 | $395.3K | 0.00% | +727+15.3% | Added |
| Atom Investors LP | 5,501 | $395.3K | 0.04% | +5,501 | New |
| Kerntke Otto McGlone Wealth Management Group | 5,509 | $395.9K | 0.33% | −37−0.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 5,510 | $395.9K | 0.28% | +9+0.2% | Added |
| Security Financial Services, INC. | 5,532 | $397.5K | 0.08% | −137−2.4% | Reduced |
| Global Assets Advisory, LLC | 5,549 | $397.9K | 0.22% | +230+4.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 5,546 | $398.6K | 0.20% | −32−0.6% | Reduced |
| Objective Capital Management, LLC | 5,552 | $399.0K | 0.23% | +5,552 | New |
| Sage Rhino Capital LLC | 5,557 | $399.3K | 0.09% | +17+0.3% | Added |
| JFG Wealth Management, LLC | 5,560 | $399.5K | 0.11% | +123+2.3% | Added |
| Aurora Private Wealth, Inc. | 5,573 | $400.0K | 0.31% | −328−5.6% | Reduced |
| Tradition Wealth Management, LLC | 5,570 | $400.2K | 0.04% | +89+1.6% | Added |
| Rosenberg Matthew Hamilton | 5,573 | $400.5K | 0.10% | +407+7.9% | Added |
| Shufro Rose & Co LLC | 6,300 | $401.0K | 0.03% | 00.0% | Unchanged |
| Souders Financial Advisors | 5,589 | $401.6K | 0.06% | +24+0.4% | Added |
| Clayton Financial Group LLC | 5,589 | $401.6K | 0.15% | +1,179+26.7% | Added |
| Viewpoint Capital Management LLC | 5,595 | $401.7K | 0.22% | +20.0% | Added |
| SAM Advisors, LLC | 5,599 | $402.3K | 0.15% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 5,609 | $403.1K | 0.25% | +17+0.3% | Added |
| ERTS Wealth Advisors, LLC | 5,611 | $403.2K | 0.08% | −1,584−22.0% | Reduced |
| Spectrum Wealth Counsel, LLC | 5,615 | $403.5K | 0.05% | −308−5.2% | Reduced |
| Clarity Financial LLC | 5,615 | $403.5K | 0.05% | +1,705+43.6% | Added |
| KFA Private Wealth Group, LLC | 5,622 | $404.0K | 0.19% | −2,017−26.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,594 | $404.7K | 0.06% | +630+12.7% | Added |
| Accent Capital Management, LLC | 5,595 | $404.8K | 0.23% | −9,901−63.9% | Reduced |
| Encompass More Asset Management | 5,653 | $406.2K | 0.15% | +5,653 | New |
| Balboa Wealth Partners | 5,658 | $406.6K | 0.10% | +120+2.2% | Added |
| Integrated Investment Consultants, LLC | 5,660 | $406.7K | 0.09% | −738−11.5% | Reduced |
| Calton & Associates, Inc. | 5,660 | $406.7K | 0.16% | +5,660 | New |
| Adalta Capital Management LLC | 5,625 | $406.9K | 0.21% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 5,663 | $407.0K | 0.06% | +35+0.6% | Added |
| Total Investment Management Inc | 5,692 | $409.0K | 0.05% | +78+1.4% | Added |
| Jacobsen Capital Management | 5,698 | $409.4K | 0.17% | +303+5.6% | Added |
| Holistic Planning, LLC | 5,705 | $409.9K | 0.17% | +483+9.2% | Added |
| Monticello Wealth Management, LLC | 5,706 | $410.1K | 0.04% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,722 | $411.2K | 0.07% | +964+20.3% | Added |
| Wealthquest Corp | 5,740 | $411.6K | 0.04% | +5,740 | New |
| Global Trust Asset Management, LLC | 5,734 | $412.1K | 0.15% | +100+1.8% | Added |
| John G Ullman & Associates Inc | 5,739 | $412.4K | 0.06% | +50+0.9% | Added |
| Tennessee Valley Asset Management Partners | 5,924 | $413.9K | 0.07% | +1,049+21.5% | Added |
| Gould Asset Management LLC | 5,761 | $414.0K | 0.09% | −450−7.2% | Reduced |
| Doheny Asset Management | 5,758 | $414.0K | 0.28% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 5,762 | $414.1K | 0.30% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 5,766 | $414.3K | 0.23% | +19+0.3% | Added |
| Fiducient Advisors LLC | 5,734 | $414.8K | 0.05% | −351−5.8% | Reduced |
| Red Wave Investments LLC | 5,774 | $414.9K | 0.14% | +86+1.5% | Added |
| BancFirst Trust & Investment Management | 5,786 | $415.4K | 0.14% | +28+0.5% | Added |
| MayTech Global Investments, LLC | 5,790 | $416.1K | 0.05% | −360−5.9% | Reduced |
| Hyperion Partners, LLC | 5,790 | $416.1K | 0.27% | −16−0.3% | Reduced |
| Allen Capital Group, LLC | 5,791 | $416.1K | 0.05% | +62+1.1% | Added |
| Clean Yield Group | 5,805 | $417.1K | 0.13% | +28+0.5% | Added |
| Coastal Investment Advisors, Inc. | 5,939 | $417.8K | 0.19% | −32,949−84.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,827 | $418.7K | 0.04% | −460−7.3% | Reduced |
| WealthPLAN Partners, LLC | 5,828 | $418.8K | 0.06% | −11,821−67.0% | Reduced |
| Kessler Investment Group, LLC | 5,832 | $419.1K | 0.22% | −215−3.6% | Reduced |
| New England Capital Financial Advisors LLC | 5,832 | $419.1K | 0.22% | −86−1.5% | Reduced |
| Parisi Gray Wealth Management | 5,841 | $419.8K | 0.14% | −458−7.3% | Reduced |
| First Citizens Financial Corp | 5,850 | $420.4K | 0.22% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 5,884 | $422.8K | 0.12% | −2,445−29.4% | Reduced |
| West Oak Capital, LLC | 5,892 | $423.4K | 0.08% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,903 | $424.2K | 0.15% | −1,008−14.6% | Reduced |
| Prentiss Smith & Co Inc | 5,915 | $425.1K | 0.27% | −746−11.2% | Reduced |
| Sunpointe, LLC | 5,879 | $425.3K | 0.35% | −618−9.5% | Reduced |