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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Hilton Capital Management, LLC | 180,198 | $12.9M | 1.00% | +2,536+1.4% | Added |
| Montag & Caldwell, LLC | 180,018 | $12.9M | 2.63% | +52,515+41.2% | Added |
| Wendell David Associates Inc | 179,657 | $12.9M | 1.23% | −410.0% | Reduced |
| Clearstead Advisors, LLC | 179,013 | $12.9M | 0.20% | −1,183−0.7% | Reduced |
| London Co of Virginia | 178,955 | $12.9M | 0.07% | −792−0.4% | Reduced |
| Grand Jean Capital Management Inc | 177,468 | $12.8M | 2.85% | −267−0.2% | Reduced |
| Howe & Rusling Inc | 176,955 | $12.7M | 1.09% | +14,851+9.2% | Added |
| Norinchukin Bank, The | 176,497 | $12.7M | 0.30% | +26,636+17.8% | Added |
| Marble Harbor Investment Counsel, LLC | 175,782 | $12.6M | 1.38% | +130+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 175,489 | $12.6M | 0.44% | −10,860−5.8% | Reduced |
| Greenleaf Trust | 175,479 | $12.6M | 0.11% | +838+0.5% | Added |
| Massmutual Trust Co FSB | 174,199 | $12.5M | 0.36% | +11,003+6.7% | Added |
| Intact Investment Management Inc. | 174,100 | $12.5M | 0.42% | +14,300+8.9% | Added |
| Kestra Private Wealth Services, LLC | 173,421 | $12.5M | 0.23% | −19,032−9.9% | Reduced |
| Jane Street Group, LLC | 173,314 | $12.5M | 0.02% | −1,177,016−87.2% | Reduced |
| Concurrent Investment Advisors, LLC | 172,720 | $12.4M | 0.37% | +17,369+11.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 172,654 | $12.4M | 0.03% | −20,975−10.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 172,421 | $12.4M | 2.48% | +4,787+2.9% | Added |
| Systematic Alpha Investments, LLC | 172,300 | $12.4M | 0.45% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 172,061 | $12.4M | 0.33% | −57,253−25.0% | Reduced |
| Ar Asset Management Inc | 170,531 | $12.3M | 2.72% | −2,200−1.3% | Reduced |
| Logan Capital Management Inc | 169,693 | $12.2M | 0.50% | −257−0.2% | Reduced |
| Aurora Investment Managers, LLC. | 356,802 | $12.1M | 7.78% | +23,330+7.0% | Added |
| Evercore Wealth Management, LLC | 168,297 | $12.1M | 0.18% | −18,913−10.1% | Reduced |
| Eastern Bank | 168,294 | $12.1M | 0.22% | +156,929+1,380.8% | Added |
| Allianz SE | 167,941 | $12.1M | 0.33% | −2,836−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 165,972 | $11.9M | 1.62% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 165,300 | $11.9M | 0.29% | −10,700−6.1% | Reduced |
| Avantax Planning Partners, Inc. | 164,282 | $11.8M | 0.42% | −40,289−19.7% | Reduced |
| Tower Bridge Advisors | 161,957 | $11.6M | 1.21% | −2,493−1.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 161,017 | $11.6M | 2.76% | −2,690−1.6% | Reduced |
| Griffin Asset Management, Inc. | 160,177 | $11.5M | 1.29% | −9,078−5.4% | Reduced |
| Flputnam Investment Management Co | 153,568 | $11.5M | 0.21% | −20,551−11.8% | Reduced |
| Richard C. Young & CO., LTD. | 158,900 | $11.4M | 1.25% | +13,110+9.0% | Added |
| Sterling Capital Management LLC | 156,935 | $11.3M | 0.15% | +156,935 | New |
| First American Trust, FSB | 156,659 | $11.3M | 1.12% | −20,936−11.8% | Reduced |
| Plato Investment Management Ltd | 156,696 | $11.2M | 0.91% | +1,787+1.2% | Added |
| Sompo Asset Management Co., Ltd. | 155,755 | $11.2M | 1.75% | +10,220+7.0% | Added |
| MUFG Securities EMEA plc | 154,000 | $11.1M | 0.45% | −284,626−64.9% | Reduced |
| Steel Peak Wealth Management LLC | 152,612 | $11.0M | 0.49% | +18,578+13.9% | Added |
| Pinnacle Associates Ltd | 186,704 | $11.0M | 0.19% | +3,625+2.0% | Added |
| Omers Administration Corp | 152,495 | $11.0M | 0.10% | +4,100+2.8% | Added |
| Longbow Finance SA | 152,015 | $10.9M | 1.17% | +24,920+19.6% | Added |
| United Capital Financial Advisers, LLC | 150,724 | $10.8M | 0.09% | +4,041+2.8% | Added |
| Hennessy Advisors Inc | 150,250 | $10.8M | 0.35% | −2,850−1.9% | Reduced |
| ABN AMRO Bank N.V. | 151,446 | $10.8M | 0.15% | +5,885+4.0% | Added |
| American Assets Investment Management, LLC | 150,060 | $10.8M | 0.94% | 00.0% | Unchanged |
| Toroso Investments, LLC | 149,856 | $10.8M | 0.12% | −33,466−18.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 149,699 | $10.8M | 2.00% | −4,800−3.1% | Reduced |
| Oppenheimer & Co Inc | 149,658 | $10.8M | 0.16% | −13,042−8.0% | Reduced |
| West Paces Advisors Inc. | 149,009 | $10.7M | 2.62% | −27,181−15.4% | Reduced |
| Crestline Management, LP | 148,863 | $10.7M | 0.61% | +108,859+272.1% | Added |
| Venture Visionary Partners LLC | 146,837 | $10.6M | 0.46% | −3,709−2.5% | Reduced |
| iA Global Asset Management Inc. | 146,073 | $10.5M | 0.18% | +132,321+962.2% | Added |
| Chemung Canal Trust Co | 145,984 | $10.5M | 2.12% | +85,061+139.6% | Added |
| Impax Asset Management Group plc | 145,483 | $10.5M | 0.04% | −20,950−12.6% | Reduced |
| RFP Financial Group LLC | 145,360 | $10.4M | 3.40% | +68,507+89.1% | Added |
| Veriti Management LLC | 144,401 | $10.4M | 0.56% | +20,532+16.6% | Added |
| Adams Diversified Equity Fund, Inc. | 144,000 | $10.3M | 0.38% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 143,992 | $10.3M | 0.17% | −13,967−8.8% | Reduced |
| Sequoia Financial Advisors, LLC | 143,561 | $10.3M | 0.11% | +37,632+35.5% | Added |
| Exchange Traded Concepts, LLC | 143,187 | $10.3M | 0.24% | −6,061−4.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 143,109 | $10.3M | 1.57% | −237−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 143,101 | $10.3M | 0.26% | −18,373−11.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 142,956 | $10.3M | 0.63% | +19,099+15.4% | Added |
| TCW Group Inc | 142,937 | $10.3M | 0.09% | +85,189+147.5% | Added |
| Meadow Creek Wealth Advisors LLC | 142,688 | $10.3M | 8.13% | +2,747+2.0% | Added |
| Socorro Asset Management LP | 142,109 | $10.2M | 3.88% | +367+0.3% | Added |
| Sowell Financial Services LLC | 140,109 | $10.1M | 0.47% | +220.0% | Added |
| Public Sector Pension Investment Board | 140,909 | $10.1M | 0.05% | +20,600+17.1% | Added |
| Atwater Malick LLC | 139,906 | $10.1M | 3.24% | +1,784+1.3% | Added |
| Wealthspire Advisors, LLC | 138,910 | $9.98M | 0.10% | −4,392−3.1% | Reduced |
| Summit Global Investments | 138,854 | $9.98M | 0.64% | −69,992−33.5% | Reduced |
| Capital International Inc | 137,936 | $9.91M | 0.12% | +87,056+171.1% | Added |
| Founders Capital Management, LLC | 136,426 | $9.80M | 1.70% | −683−0.5% | Reduced |
| Nicholas Company, Inc. | 136,200 | $9.79M | 0.16% | −6,740−4.7% | Reduced |
| Natixis | 135,975 | $9.77M | 0.06% | −239,669−63.8% | Reduced |
| Guyasuta Investment Advisors Inc | 135,873 | $9.76M | 0.60% | −6,510−4.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 135,549 | $9.74M | 0.14% | −10,912−7.5% | Reduced |
| Empirical Finance, LLC | 134,507 | $9.67M | 0.56% | +2,933+2.2% | Added |
| Armstrong Henry H Associates Inc | 134,454 | $9.66M | 0.93% | −1,760−1.3% | Reduced |
| Sky Investment Group LLC | 134,362 | $9.66M | 1.73% | −2,469−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 133,473 | $9.59M | 0.14% | +9,277+7.5% | Added |
| BDF-Gestion | 116,598 | $9.46M | 1.55% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 131,194 | $9.43M | 0.18% | +733+0.6% | Added |
| Equitable Holdings, Inc. | 131,002 | $9.41M | 0.09% | +7,220+5.8% | Added |
| Azimuth Capital Investment Management LLC | 130,847 | $9.40M | 0.37% | +958+0.7% | Added |
| Wesleyan Assurance Society | 130,800 | $9.40M | 0.74% | +2,000+1.6% | Added |
| Enclave Advisors LLC | 130,519 | $9.38M | 1.59% | +130,519 | New |
| AMG National Trust Bank | 130,016 | $9.34M | 0.25% | −20,037−13.4% | Reduced |
| Berkshire Asset Management LLC | 146,676 | $9.34M | 0.47% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 138,417 | $9.32M | 0.40% | +2,458+1.8% | Added |
| Adell Harriman & Carpenter Inc | 128,059 | $9.20M | 0.67% | −484−0.4% | Reduced |
| Daymark Wealth Partners, LLC | 224,656 | $9.20M | 0.39% | +321+0.1% | Added |
| Hutner Capital Management Inc | 128,014 | $9.20M | 4.58% | −1,352−1.0% | Reduced |
| Thomasville National Bank | 127,282 | $9.15M | 0.68% | +798+0.6% | Added |
| Ossiam | 127,121 | $9.13M | 0.18% | +13,461+11.8% | Added |
| Morgan Dempsey Capital Management LLC | 127,041 | $9.13M | 3.14% | −16,113−11.3% | Reduced |
| Jensen Investment Management Inc | 126,228 | $9.07M | 0.08% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 126,017 | $9.05M | 0.49% | +41,630+49.3% | Added |