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 |
|---|---|---|---|---|---|
| Element Wealth, LLC | 5,926 | $425.9K | 0.23% | −19−0.3% | Reduced |
| Fortis Group Advisors, LLC | 5,932 | $426.2K | 0.08% | +59+1.0% | Added |
| Seven Springs Wealth Group, LLC | 5,947 | $427.4K | 0.16% | −167−2.7% | Reduced |
| Wealth Management Associates, Inc. | 5,978 | $429.6K | 0.19% | +173+3.0% | Added |
| Armbruster Capital Management, Inc. | 5,979 | $429.7K | 0.09% | −250−4.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,995 | $430.8K | 0.06% | +29+0.5% | Added |
| Oak Asset Management, LLC | 6,001 | $431.2K | 0.15% | −203−3.3% | Reduced |
| Kozak & Associates, Inc. | 6,128 | $432.5K | 0.10% | +39+0.6% | Added |
| Horizon Kinetics Asset Management LLC | 6,020 | $432.6K | 0.01% | +280+4.9% | Added |
| Canopy Partners, LLC | 6,059 | $435.4K | 0.19% | −70−1.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,067 | $436.0K | 0.01% | +660+12.2% | Added |
| Roof Eidam & Maycock | 6,085 | $437.3K | 0.11% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 6,096 | $438.1K | 0.25% | +42+0.7% | Added |
| Lokken Investment Group LLC | 6,099 | $438.3K | 0.18% | +33+0.5% | Added |
| Sculati Wealth Management, LLC | 6,103 | $438.6K | 0.17% | −1,771−22.5% | Reduced |
| Oceanside Advisors LLC | 6,127 | $440.3K | 0.33% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 6,137 | $441.0K | 0.01% | +337+5.8% | Added |
| Summit Financial Wealth Advisors, LLC | 6,148 | $441.8K | 0.08% | −8−0.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 6,152 | $442.1K | 0.20% | −777−11.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 6,155 | $442.3K | 0.05% | −22−0.4% | Reduced |
| Camden National Bank | 6,158 | $442.5K | 0.06% | +275+4.7% | Added |
| Frisch Financial Group, Inc. | 6,133 | $443.0K | 0.13% | +625+11.3% | Added |
| Resolute Wealth Strategies, LLC | 6,168 | $443.2K | 0.23% | −498−7.5% | Reduced |
| Asset Planning Corporation | 6,173 | $443.6K | 0.29% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 6,185 | $444.4K | 0.18% | +6,185 | New |
| Archetype Wealth Partners | 6,190 | $445.0K | 0.06% | +49+0.8% | Added |
| Paulson Wealth Management Inc. | 6,207 | $446.0K | 0.12% | −35−0.6% | Reduced |
| First United Bank Trust | 6,208 | $446.1K | 0.16% | −87−1.4% | Reduced |
| Inceptionr LLC | 6,208 | $446.1K | 0.11% | +6,208 | New |
| Marietta Wealth Management, LLC | 6,226 | $447.4K | 0.07% | −1,000−13.8% | Reduced |
| Eqis Capital Management, Inc. | 6,231 | $447.8K | 0.04% | −564−8.3% | Reduced |
| Foster & Motley Inc | 6,233 | $448.0K | 0.03% | −392−5.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,250 | $449.2K | 0.02% | +59+1.0% | Added |
| Titleist Asset Management, LLC | 6,256 | $449.6K | 0.07% | +6,256 | New |
| Gateway Advisory, LLC | 6,260 | $449.9K | 0.07% | −2,043−24.6% | Reduced |
| Tiemann Investment Advisors, LLC | 6,262 | $450.0K | 0.19% | −105−1.6% | Reduced |
| American Financial & Tax Strategies Inc | 6,265 | $450.2K | 0.23% | −579−8.5% | Reduced |
| Crew Capital Management, Ltd. | 6,284 | $451.6K | 0.36% | −1,400−18.2% | Reduced |
| Trust Co of the South | 6,285 | $451.6K | 0.10% | +2,378+60.9% | Added |
| Insight Folios Inc | 6,294 | $452.3K | 0.16% | +89+1.4% | Added |
| FFT Wealth Management LLC | 6,316 | $453.8K | 0.03% | +596+10.4% | Added |
| Acorns Advisers, LLC | 6,313 | $454.0K | 0.00% | +510+8.8% | Added |
| Bruce G. Allen Investments, LLC | 6,318 | $454.0K | 0.35% | −198−3.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 6,331 | $455.0K | 0.23% | +190+3.1% | Added |
| Planning Center, Inc. | 6,346 | $456.0K | 0.06% | +17+0.3% | Added |
| Granite Investment Partners, LLC | 6,351 | $456.4K | 0.02% | −178−2.7% | Reduced |
| Kathmere Capital Management, LLC | 6,354 | $456.6K | 0.04% | +749+13.4% | Added |
| Dillon & Associates Inc | 6,350 | $457.0K | 0.06% | −65−1.0% | Reduced |
| Johnson Bixby & Associates, LLC | 6,380 | $458.5K | 0.07% | +25+0.4% | Added |
| SeaBridge Investment Advisors LLC | 6,382 | $458.6K | 0.11% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 6,631 | $458.7K | 0.11% | +300+4.7% | Added |
| KLCM Advisors, Inc. | 6,387 | $459.0K | 0.05% | +604+10.4% | Added |
| Latitude Advisors, LLC | 6,409 | $460.5K | 0.26% | +12+0.2% | Added |
| Global X Japan Co., Ltd. | 6,411 | $460.7K | 0.06% | −586−8.4% | Reduced |
| Legacy Edge Advisors, LLC | 6,421 | $461.4K | 0.07% | +20.0% | Added |
| RW Investment Management LLC | 6,427 | $461.8K | 0.06% | 00.0% | Unchanged |
| Landaas & Co | 6,432 | $462.0K | 0.13% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 6,436 | $462.5K | 0.01% | −4,041−38.6% | Reduced |
| Sage Private Wealth Group, LLC | 6,448 | $463.4K | 0.36% | −247−3.7% | Reduced |
| James J. Burns & Company, LLC | 6,454 | $464.0K | 0.08% | −90−1.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,458 | $464.1K | 0.01% | +41+0.6% | Added |
| Transatlantique Private Wealth LLC | 6,459 | $464.1K | 0.18% | −618−8.7% | Reduced |
| BKM Wealth Management, LLC | 6,469 | $464.9K | 0.19% | +2,293+54.9% | Added |
| Gibson Capital, LLC | 6,488 | $466.2K | 0.09% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,500 | $467.1K | 0.10% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 7,341 | $467.3K | 0.34% | −105−1.4% | Reduced |
| Uhlmann Price Securities, LLC | 6,537 | $469.8K | 0.37% | +6,537 | New |
| Hall Laurie J Trustee | 6,550 | $471.0K | 0.15% | +2,500+61.7% | Added |
| Convergence Investment Partners, LLC | 6,557 | $471.2K | 0.13% | −17,926−73.2% | Reduced |
| Bordeaux Wealth Advisors LLC | 6,572 | $472.3K | 0.09% | +2,599+65.4% | Added |
| Quantum Financial Advisors, LLC | 6,579 | $472.8K | 0.07% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 6,588 | $473.4K | 0.16% | +192+3.0% | Added |
| Lake Street Financial LLC | 6,588 | $473.4K | 0.08% | −6,453−49.5% | Reduced |
| KKM Financial LLC | 6,589 | $473.5K | 0.23% | 00.0% | Unchanged |
| Sentry LLC | 6,589 | $473.5K | 0.09% | +10.0% | Added |
| Lodestone Wealth Management LLC | 6,615 | $475.4K | 0.24% | −2,347−26.2% | Reduced |
| Options Solutions, LLC | 6,623 | $475.9K | 0.23% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 6,631 | $476.5K | 0.08% | 00.0% | Unchanged |
| Wealth Architects, LLC | 6,639 | $477.1K | 0.05% | −74−1.1% | Reduced |
| Executive Wealth Management, LLC | 6,650 | $477.9K | 0.04% | +6,650 | New |
| Acropolis Investment Management, LLC | 6,654 | $478.2K | 0.03% | +898+15.6% | Added |
| Howard Financial Services, Ltd. | 6,688 | $480.6K | 0.07% | +5+0.1% | Added |
| Ellenbecker Investment Group | 6,721 | $483.0K | 0.09% | −47−0.7% | Reduced |
| Kaydan Wealth Management, Inc. | 6,726 | $483.4K | 0.14% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 6,731 | $483.7K | 0.30% | −540−7.4% | Reduced |
| Brown Shipley& Co Ltd | 6,736 | $484.0K | 0.24% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 6,752 | $485.2K | 0.21% | +25+0.4% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,756 | $485.5K | 0.12% | −115−1.7% | Reduced |
| Invenio Wealth Partners LLC | 6,767 | $486.3K | 0.21% | +55+0.8% | Added |
| Strait & Sound Wealth Management LLC | 6,769 | $486.4K | 0.24% | −1,065−13.6% | Reduced |
| Arbor Investment Advisors, LLC | 6,782 | $487.4K | 0.06% | +1,593+30.7% | Added |
| Garrison Asset Management, LLC | 6,784 | $487.5K | 0.25% | −338−4.7% | Reduced |
| Versant Capital Management, Inc | 6,804 | $488.9K | 0.11% | +2,601+61.9% | Added |
| Duncker Streett & Co Inc | 6,805 | $489.0K | 0.09% | −2,600−27.6% | Reduced |
| KWMG, LLC | 6,827 | $490.6K | 0.05% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 6,787 | $490.9K | 0.15% | −502−6.9% | Reduced |
| Cooper/Haims Advisors, LLC | 6,844 | $491.8K | 0.27% | +37+0.5% | Added |
| First National Advisers, LLC | 6,859 | $492.9K | 0.08% | −428−5.9% | Reduced |
| North Point Portfolio Managers Corp | 6,865 | $493.3K | 0.08% | +6,865 | New |
| Marotta Asset Management | 6,866 | $493.4K | 0.10% | −170−2.4% | Reduced |