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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 97,929 | $7.04M | 0.40% | −7,985−7.5% | Reduced |
| First City Capital Management, Inc. | 97,635 | $7.02M | 3.62% | +633+0.7% | Added |
| Wetherby Asset Management Inc | 97,581 | $7.01M | 0.32% | −517−0.5% | Reduced |
| Soltis Investment Advisors LLC | 97,566 | $7.01M | 0.69% | −23,530−19.4% | Reduced |
| Birch Hill Investment Advisors LLC | 97,536 | $7.01M | 0.33% | −800−0.8% | Reduced |
| Sonora Investment Management Group, LLC | 97,217 | $6.99M | 0.52% | −3,091−3.1% | Reduced |
| Tikehau Investment Management | 96,863 | $6.96M | 6.40% | +11,550+13.5% | Added |
| Weatherly Asset Management L. P. | 95,683 | $6.92M | 0.61% | +7,431+8.4% | Added |
| Brooks, Moore & Associates, Inc. | 96,202 | $6.91M | 4.08% | +320+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 95,960 | $6.90M | 0.46% | −1,587−1.6% | Reduced |
| City Holding Co | 95,961 | $6.90M | 0.96% | +3,716+4.0% | Added |
| Rice Partnership, LLC | 95,953 | $6.90M | 1.39% | +4,931+5.4% | Added |
| RMB Capital Management, LLC | 95,111 | $6.83M | 0.16% | −53,815−36.1% | Reduced |
| Addenda Capital Inc. | 94,401 | $6.83M | 0.24% | +40.0% | Added |
| Auxier Asset Management | 95,014 | $6.83M | 1.01% | +180.0% | Added |
| Oppenheimer Asset Management Inc. | 94,735 | $6.81M | 0.08% | +7,540+8.6% | Added |
| Everence Capital Management Inc | 94,560 | $6.79M | 0.43% | +6,190+7.0% | Added |
| Saratoga Research & Investment Management | 94,392 | $6.78M | 0.30% | −4,313−4.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 94,339 | $6.78M | 1.58% | −507−0.5% | Reduced |
| RPG Investment Advisory, LLC | 94,104 | $6.76M | 0.97% | −966−1.0% | Reduced |
| ProVise Management Group, LLC | 93,806 | $6.74M | 0.53% | −3,763−3.9% | Reduced |
| Wahed Invest LLC | 93,805 | $6.74M | 1.20% | +8,548+10.0% | Added |
| Foyston, Gordon, & Payne Inc | 93,720 | $6.73M | 1.68% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 93,694 | $6.73M | 0.41% | +13,509+16.8% | Added |
| Benjamin Edwards Inc | 93,563 | $6.72M | 0.10% | +77,580+485.4% | Added |
| Toth Financial Advisory Corp | 93,539 | $6.72M | 0.79% | −62−0.1% | Reduced |
| NBT Bank N A | 93,384 | $6.71M | 0.45% | −3,207−3.3% | Reduced |
| HM Payson & Co | 93,324 | $6.71M | 0.12% | +308+0.3% | Added |
| Financial & Tax Architects, LLC | 93,267 | $6.70M | 1.72% | −3,829−3.9% | Reduced |
| Horizon Investments, LLC | 92,661 | $6.66M | 0.18% | −258−0.3% | Reduced |
| Trust Co of Toledo NA | 92,628 | $6.66M | 0.90% | +257+0.3% | Added |
| Jacobs & Co | 92,497 | $6.65M | 0.66% | −25,260−21.5% | Reduced |
| Aureus Asset Management, LLC | 91,965 | $6.61M | 0.43% | −1,865−2.0% | Reduced |
| Essex Financial Services, Inc. | 94,633 | $6.57M | 0.47% | −4,362−4.4% | Reduced |
| Valeo Financial Advisors, LLC | 120,336 | $6.57M | 0.19% | −3,114−2.5% | Reduced |
| Money Concepts Capital Corp | 90,921 | $6.53M | 0.50% | +316+0.3% | Added |
| BCM Advisors, LLC | 100,109 | $6.52M | 1.50% | +350.0% | Added |
| Regal Investment Advisors LLC | 90,662 | $6.51M | 0.46% | +3,638+4.2% | Added |
| SlateStone Wealth, LLC | 90,323 | $6.49M | 0.58% | +39,496+77.7% | Added |
| Stonebridge Capital Management Inc | 90,051 | $6.47M | 2.57% | −400−0.4% | Reduced |
| Diversify Advisory Services, LLC | 93,105 | $6.47M | 0.35% | +34,592+59.1% | Added |
| Gluskin Sheff & Assoc Inc | 89,381 | $6.42M | 0.75% | +15,735+21.4% | Added |
| Bogart Wealth, LLC | 89,277 | $6.42M | 0.30% | −6,012−6.3% | Reduced |
| Merit Financial Group, LLC | 89,161 | $6.41M | 0.14% | −7,465−7.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 89,061 | $6.40M | 0.12% | +4,821+5.7% | Added |
| Alaska Permanent Fund Corp | 88,716 | $6.38M | 0.09% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 88,754 | $6.37M | 0.18% | +19,519+28.2% | Added |
| Principal Street Partners, LLC | 89,544 | $6.36M | 1.04% | −20,194−18.4% | Reduced |
| Summit Financial, LLC | 87,752 | $6.35M | 0.25% | +3,678+4.4% | Added |
| Americana Partners, LLC | 88,340 | $6.35M | 0.43% | +319+0.4% | Added |
| Birmingham Capital Management Co Inc | 87,934 | $6.32M | 2.30% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 87,778 | $6.31M | 0.15% | +5,433+6.6% | Added |
| Freestone Capital Holdings, LLC | 87,272 | $6.27M | 0.22% | +1,147+1.3% | Added |
| Prospera Financial Services Inc | 86,853 | $6.24M | 0.16% | −2,665−3.0% | Reduced |
| Canandaigua National Bank & Trust Co | 86,762 | $6.23M | 0.59% | +731+0.8% | Added |
| Iyo Bank, Ltd. | 86,390 | $6.21M | 2.20% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 86,284 | $6.20M | 1.87% | −165−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 86,163 | $6.19M | 0.26% | +2,552+3.1% | Added |
| David Loasby | 87,759 | $6.19M | 0.58% | +1,624+1.9% | Added |
| Kingswood Wealth Advisors, LLC | 86,105 | $6.19M | 0.44% | +42,733+98.5% | Added |
| Principle Wealth Partners LLC | 86,063 | $6.18M | 0.44% | −79−0.1% | Reduced |
| Sienna Gestion | 86,144 | $6.18M | 0.41% | +13,398+18.4% | Added |
| Penn Davis McFarland Inc | 85,713 | $6.16M | 0.69% | +85,713 | New |
| Mizuho Markets Americas LLC | 85,702 | $6.16M | 0.15% | −15,735−15.5% | Reduced |
| Sentinel Trust Co Lba | 85,610 | $6.15M | 0.70% | +532+0.6% | Added |
| Trustmark National Bank Trust Department | 85,436 | $6.14M | 0.46% | −1,065−1.2% | Reduced |
| Global Retirement Partners, LLC | 85,289 | $6.13M | 0.19% | +4,270+5.3% | Added |
| Twin Capital Management Inc | 84,983 | $6.11M | 0.69% | −955−1.1% | Reduced |
| Bath Savings Trust Co | 84,912 | $6.10M | 0.61% | −492−0.6% | Reduced |
| Snowden Capital Advisors LLC | 84,243 | $6.09M | 0.18% | +7,998+10.5% | Added |
| Laurel Wealth Advisors LLC | 84,431 | $6.07M | 0.97% | +1,077+1.3% | Added |
| Constitution Capital LLC | 84,244 | $6.05M | 3.23% | +46,035+120.5% | Added |
| Clifford Swan Investment Counsel LLC | 83,611 | $6.01M | 0.21% | +2,054+2.5% | Added |
| Columbia Asset Management | 83,480 | $6.00M | 1.06% | −245−0.3% | Reduced |
| Ycg, LLC | 83,277 | $5.98M | 0.46% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 83,097 | $5.97M | 2.52% | −25,616−23.6% | Reduced |
| Wolverine Trading, LLC | 83,133 | $5.97M | 0.16% | +2,551+3.2% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 92,500 | $5.96M | 0.77% | −34,000−26.9% | Reduced |
| Level Four Advisory Services, LLC | 91,165 | $5.95M | 0.25% | +503+0.6% | Added |
| Lincoln Capital LLC | 82,809 | $5.95M | 1.26% | −1,656−2.0% | Reduced |
| Wallace Capital Management Inc. | 82,683 | $5.94M | 0.80% | −639−0.8% | Reduced |
| DT Investment Partners, LLC | 82,601 | $5.94M | 0.48% | −160.0% | Reduced |
| Builder Investment Group Inc | 82,543 | $5.93M | 1.59% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 82,488 | $5.93M | 0.17% | +761+0.9% | Added |
| Cardinal Capital Management | 81,765 | $5.92M | 0.92% | +220+0.3% | Added |
| Oakworth Capital, Inc. | 82,091 | $5.90M | 0.41% | +1,053+1.3% | Added |
| Ellsworth Advisors, LLC | 82,015 | $5.89M | 1.53% | +653+0.8% | Added |
| Moneta Group Investment Advisors LLC | 81,940 | $5.89M | 0.09% | −427−0.5% | Reduced |
| Family Legacy, Inc. | 81,538 | $5.86M | 1.95% | +460+0.6% | Added |
| Brookstone Capital Management | 81,458 | $5.85M | 0.09% | +2,216+2.8% | Added |
| Sigma Planning Corp | 81,375 | $5.85M | 0.18% | −4,730−5.5% | Reduced |
| AlTi Global, Inc. | 80,861 | $5.85M | 0.14% | −5,529−6.4% | Reduced |
| Covea Finance | 81,000 | $5.82M | 0.26% | 00.0% | Unchanged |
| United Bank | 80,888 | $5.81M | 2.68% | +31,979+65.4% | Added |
| Citizens National Bank Trust Department | 80,862 | $5.81M | 1.22% | +235+0.3% | Added |
| Nomura Holdings Inc | 80,784 | $5.81M | 0.04% | −104,236−56.3% | Reduced |
| Algert Global LLC | 80,697 | $5.80M | 0.16% | +80,697 | New |
| Vestcor Inc | 80,511 | $5.79M | 0.18% | +1,848+2.3% | Added |
| Ballentine Partners, LLC | 80,504 | $5.79M | 0.10% | +858+1.1% | Added |
| Amica Mutual Insurance Co | 80,353 | $5.77M | 0.56% | −22,350−21.8% | Reduced |