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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 125,845 | $9.04M | 2.37% | −3,148−2.4% | Reduced |
| Richard Bernstein Advisors LLC | 124,956 | $8.98M | 0.19% | 00.0% | Unchanged |
| Bailard, Inc. | 123,370 | $8.87M | 0.23% | +1,588+1.3% | Added |
| German American Bancorp, Inc. | 123,131 | $8.85M | 0.94% | +8,815+7.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 122,937 | $8.83M | 0.21% | −449−0.4% | Reduced |
| Coldstream Capital Management Inc | 123,365 | $8.83M | 0.19% | +6,409+5.5% | Added |
| Simmons Bank | 122,783 | $8.82M | 0.64% | −4,672−3.7% | Reduced |
| Capital Investment Counsel, Inc | 122,655 | $8.81M | 1.26% | −6,715−5.2% | Reduced |
| Siemens Fonds Invest GmbH | 121,388 | $8.72M | 0.69% | +170+0.1% | Added |
| Bleakley Financial Group, LLC | 121,215 | $8.71M | 0.27% | −3,240−2.6% | Reduced |
| EP Wealth Advisors, LLC | 120,702 | $8.67M | 0.07% | +22,515+22.9% | Added |
| Cary Street Partner Investment Advisory LLC | 120,516 | $8.66M | 0.32% | −1,261−1.0% | Reduced |
| Adviser Investments LLC | 120,081 | $8.63M | 0.11% | +2,826+2.4% | Added |
| Perigon Wealth Management, LLC | 119,686 | $8.60M | 0.23% | −1,367−1.1% | Reduced |
| DoubleLine ETF Adviser LP | 119,614 | $8.60M | 2.09% | −16,756−12.3% | Reduced |
| AE Wealth Management LLC | 119,466 | $8.58M | 0.08% | −23,191−16.3% | Reduced |
| Good Life Advisors, LLC | 119,444 | $8.58M | 0.53% | +62,822+110.9% | Added |
| South Dakota Investment Council | 119,322 | $8.57M | 0.17% | −9,225−7.2% | Reduced |
| Anchor Investment Management, LLC | 119,147 | $8.56M | 0.81% | −1,614−1.3% | Reduced |
| Advisory Services Network, LLC | 134,240 | $8.54M | 0.18% | 00.0% | Unchanged |
| CenterBook Partners LP | 118,262 | $8.50M | 0.52% | +118,262 | New |
| Rodgers Brothers Inc. | 117,588 | $8.45M | 1.07% | −2,409−2.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 116,788 | $8.39M | 0.69% | +4,087+3.6% | Added |
| Reik & Co., LLC | 116,407 | $8.37M | 1.99% | −185−0.2% | Reduced |
| Farmers & Merchants Investments Inc | 116,359 | $8.36M | 0.26% | −2,630−2.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 116,214 | $8.35M | 0.73% | +59,503+104.9% | Added |
| Ahl Investment Management, Inc. | 116,199 | $8.35M | 5.76% | −1,387−1.2% | Reduced |
| Patton Albertson Miller Group, LLC | 116,083 | $8.34M | 1.14% | −7,200−5.8% | Reduced |
| Fiduciary Group LLC | 115,617 | $8.31M | 0.84% | −1,056−0.9% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 115,123 | $8.27M | 0.89% | +1,047+0.9% | Added |
| J. Goldman & Co LP | 115,081 | $8.27M | 0.36% | +115,081 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 114,844 | $8.25M | 0.57% | −10,210−8.2% | Reduced |
| Banque Pictet & Cie SA | 113,352 | $8.15M | 0.08% | +2,050+1.8% | Added |
| GLOBALT Investments LLC | 113,102 | $8.13M | 0.30% | −4,186−3.6% | Reduced |
| Cornerstone Wealth Management, LLC | 113,071 | $8.13M | 0.57% | +1,150+1.0% | Added |
| Dana Investment Advisors, Inc. | 113,018 | $8.12M | 0.27% | −2,083−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 112,436 | $8.08M | 0.10% | −7,525−6.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 111,379 | $8.00M | 0.35% | +3,392+3.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 118,692 | $7.99M | 0.07% | −1,148−1.0% | Reduced |
| Salem Investment Counselors Inc | 110,587 | $7.99M | 0.24% | +1,098+1.0% | Added |
| Loomis Sayles & Co L P | 110,926 | $7.97M | 0.01% | −16,398−12.9% | Reduced |
| Parcion Private Wealth LLC | 110,903 | $7.97M | 0.66% | +8,591+8.4% | Added |
| Williams Jones Wealth Management, LLC. | 110,466 | $7.94M | 0.09% | −5,191−4.5% | Reduced |
| Equitable Trust Co | 110,345 | $7.93M | 0.51% | −324−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 110,162 | $7.92M | 0.66% | +9,005+8.9% | Added |
| National Asset Management, Inc. | 109,426 | $7.86M | 0.22% | −24,777−18.5% | Reduced |
| Alps Advisors Inc | 109,250 | $7.85M | 0.05% | −41,924−27.7% | Reduced |
| Assetmark, Inc | 109,065 | $7.84M | 0.02% | +7,099+7.0% | Added |
| Prio Wealth Limited Partnership | 109,045 | $7.84M | 0.23% | −6,148−5.3% | Reduced |
| PGGM Investments | 109,012 | $7.83M | 0.10% | +13,256+13.8% | Added |
| TCTC Holdings, LLC | 108,979 | $7.83M | 0.27% | −7,024−6.1% | Reduced |
| Umb Bank N A | 108,977 | $7.83M | 0.12% | −1,423−1.3% | Reduced |
| Baxter Bros Inc | 108,753 | $7.81M | 1.02% | −4,122−3.7% | Reduced |
| Everett Harris & Co | 108,608 | $7.80M | 0.10% | −4,275−3.8% | Reduced |
| Moors & Cabot, Inc. | 108,296 | $7.78M | 0.39% | −1,274−1.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 108,098 | $7.77M | 1.42% | −550−0.5% | Reduced |
| Montecito Bank & Trust | 107,924 | $7.76M | 1.32% | −2,647−2.4% | Reduced |
| SG Americas Securities, LLC | 107,354 | $7.71M | 0.03% | −2,001,772−94.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 154,488 | $7.70M | 0.05% | +88,929+135.6% | Added |
| CX Institutional | 106,956 | $7.69M | 0.34% | +12,640+13.4% | Added |
| Haverford Financial Services, Inc. | 106,859 | $7.68M | 2.20% | +50.0% | Added |
| Woodmont Investment Counsel LLC | 106,672 | $7.67M | 0.58% | +780+0.7% | Added |
| Biglari, Sardar | 106,634 | $7.66M | 16.27% | +3,931+3.8% | Added |
| Stablepoint Partners, LLC | 106,029 | $7.62M | 1.39% | +576+0.5% | Added |
| Windle Wealth, LLC | 105,792 | $7.60M | 4.13% | +1,850+1.8% | Added |
| WSFS Capital Management, LLC | 105,753 | $7.60M | 0.41% | −3,611−3.3% | Reduced |
| Monarch Capital Management Inc | 104,918 | $7.58M | 2.04% | +125+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 105,349 | $7.57M | 0.20% | −1,293−1.2% | Reduced |
| RiverFront Investment Group, LLC | 105,046 | $7.55M | 0.18% | +14,312+15.8% | Added |
| Fred Alger Management, LLC | 105,013 | $7.55M | 0.04% | +2,935+2.9% | Added |
| Apollon Wealth Management, LLC | 104,683 | $7.52M | 0.21% | −906−0.9% | Reduced |
| Squarepoint Ops LLC | 104,431 | $7.50M | 0.02% | −637−0.6% | Reduced |
| Roanoke Asset Management Corp | 104,375 | $7.50M | 2.36% | −450−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 104,269 | $7.49M | 0.09% | −1,719−1.6% | Reduced |
| Buck Wealth Strategies, LLC | 103,705 | $7.45M | 2.35% | −16,600−13.8% | Reduced |
| Bull Street Advisors, LLC | 103,537 | $7.44M | 3.45% | −1,005−1.0% | Reduced |
| Wedbush Securities Inc | 103,142 | $7.41M | 0.27% | −14,268−12.2% | Reduced |
| Dearborn Partners LLC | 102,799 | $7.39M | 0.30% | +151+0.1% | Added |
| Coston, McIsaac & Partners | 102,239 | $7.35M | 2.07% | +1,847+1.8% | Added |
| Principal Securities, Inc. | 102,005 | $7.33M | 0.18% | +7,791+8.3% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 101,789 | $7.31M | 1.02% | +101,789 | New |
| Visionary Wealth Advisors | 101,605 | $7.30M | 0.44% | −164−0.2% | Reduced |
| CoreCap Advisors, LLC | 101,584 | $7.30M | 0.34% | +101,584 | New |
| Lynch & Associates | 101,304 | $7.28M | 1.54% | −951−0.9% | Reduced |
| Cohen Klingenstein LLC | 101,200 | $7.27M | 0.25% | 00.0% | Unchanged |
| Dakota Wealth Management | 100,998 | $7.26M | 0.16% | +1,127+1.1% | Added |
| Community Bank, N.A. | 100,987 | $7.26M | 0.92% | −2,070−2.0% | Reduced |
| Stolper Co | 100,810 | $7.24M | 2.37% | +355+0.4% | Added |
| Destination Wealth Management | 100,589 | $7.23M | 0.22% | −2,383−2.3% | Reduced |
| Northwest Bancshares, Inc. | 100,265 | $7.21M | 1.23% | −17,138−14.6% | Reduced |
| Bislett Management, LLC | 100,000 | $7.19M | 4.81% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 99,953 | $7.18M | 0.47% | +9,694+10.7% | Added |
| Hamel Associates, Inc. | 99,700 | $7.16M | 2.19% | −13,491−11.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 99,183 | $7.13M | 1.70% | −542−0.5% | Reduced |
| Allen Operations LLC | 99,054 | $7.12M | 1.20% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 98,987 | $7.11M | 1.29% | +1,338+1.4% | Added |
| Westpac Banking Corp | 98,712 | $7.09M | 0.48% | +5,050+5.4% | Added |
| New England Asset Management Inc | 98,701 | $7.09M | 1.10% | −150−0.2% | Reduced |
| Stokes Capital Advisors, LLC | 98,399 | $7.07M | 1.81% | −511−0.5% | Reduced |
| Motco | 98,235 | $7.06M | 0.71% | −9,682−9.0% | Reduced |