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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 80,289 | $5.77M | 0.35% | +110.0% | Added |
| Exencial Wealth Advisors, LLC | 80,144 | $5.76M | 0.21% | −3,898−4.6% | Reduced |
| Oxbow Advisors, LLC | 80,003 | $5.75M | 0.57% | +981+1.2% | Added |
| Rossmore Private Capital | 79,815 | $5.74M | 0.71% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 79,751 | $5.73M | 1.20% | −2,372−2.9% | Reduced |
| Boston Research & Management Inc | 79,310 | $5.70M | 1.32% | +665+0.8% | Added |
| Trust Co of Vermont | 79,045 | $5.68M | 0.28% | +10,229+14.9% | Added |
| BKD Wealth Advisors, LLC | 78,837 | $5.67M | 0.13% | +8,265+11.7% | Added |
| Gladstone Institutional Advisory LLC | 78,619 | $5.65M | 0.28% | +3,415+4.5% | Added |
| Benedict Financial Advisors Inc | 78,331 | $5.63M | 1.33% | −2,834−3.5% | Reduced |
| Jacobi Capital Management LLC | 78,318 | $5.63M | 0.43% | +360.0% | Added |
| Atticus Wealth Management, LLC | 78,279 | $5.63M | 1.81% | +3,389+4.5% | Added |
| RIA Advisory Group LLC | 77,612 | $5.58M | 1.97% | +77,612 | New |
| Slagle Financial, LLC | 77,564 | $5.57M | 2.47% | +5,273+7.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 77,364 | $5.56M | 1.38% | −48,108−38.3% | Reduced |
| Hilltop Holdings Inc. | 77,283 | $5.55M | 0.36% | +7,317+10.5% | Added |
| Schulhoff & Co Inc | 76,702 | $5.51M | 2.30% | −209−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 76,448 | $5.49M | 0.16% | −3,370−4.2% | Reduced |
| Tudor Investment Corp Et Al | 76,388 | $5.49M | 0.06% | −206,570−73.0% | Reduced |
| Fulton Bank, N.A. | 76,288 | $5.48M | 0.21% | −167−0.2% | Reduced |
| Hayek Kallen Investment Management | 76,271 | $5.48M | 1.94% | −561−0.7% | Reduced |
| Ascent Group, LLC | 76,030 | $5.46M | 0.41% | −9,817−11.4% | Reduced |
| Pitcairn Co | 75,874 | $5.45M | 0.32% | −7,274−8.7% | Reduced |
| Mechanics Bank Trust Department | 75,764 | $5.44M | 0.72% | −1,710−2.2% | Reduced |
| Leavell Investment Management, Inc. | 75,232 | $5.44M | 0.27% | +6,700+9.8% | Added |
| Greenwood Capital Associates LLC | 75,683 | $5.44M | 0.71% | −1,099−1.4% | Reduced |
| HighPoint Advisor Group LLC | 75,640 | $5.44M | 0.32% | −2,320−3.0% | Reduced |
| Jarislowsky, Fraser Ltd | 75,518 | $5.43M | 0.03% | −3,800−4.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 75,167 | $5.40M | 0.25% | −796−1.0% | Reduced |
| Green Square Capital Advisors LLC | 75,134 | $5.39M | 0.76% | −1,700−2.2% | Reduced |
| TD Private Client Wealth LLC | 74,788 | $5.37M | 0.15% | −3,562−4.5% | Reduced |
| Magnetar Financial LLC | 74,783 | $5.37M | 0.12% | +59,996+405.7% | Added |
| Ashton Thomas Private Wealth, LLC | 74,720 | $5.37M | 0.29% | −1,671−2.2% | Reduced |
| V-Square Quantitative Management LLC | 74,684 | $5.37M | 0.79% | +5,896+8.6% | Added |
| Sicart Associates LLC | 73,787 | $5.34M | 1.87% | −4,351−5.6% | Reduced |
| Colonial Trust Co | 74,155 | $5.33M | 0.82% | +5,349+7.8% | Added |
| Chicago Capital, LLC | 74,154 | $5.33M | 0.15% | +62+0.1% | Added |
| Harvey Investment Co LLC | 73,973 | $5.32M | 0.60% | −365−0.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 73,044 | $5.28M | 0.27% | +309+0.4% | Added |
| HBK Sorce Advisory LLC | 73,470 | $5.28M | 0.16% | −4,441−5.7% | Reduced |
| Kingsview Wealth Management, LLC | 73,185 | $5.26M | 0.11% | +4,198+6.1% | Added |
| Covington Investment Advisors Inc. | 73,164 | $5.26M | 0.79% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 73,109 | $5.25M | 0.06% | −5,279−6.7% | Reduced |
| GAMMA Investing LLC | 72,924 | $5.24M | 0.52% | +14,907+25.7% | Added |
| Lighthouse Investment Partners, LLC | 72,830 | $5.23M | 0.28% | −202,170−73.5% | Reduced |
| Westwood Holdings Group Inc. | 72,313 | $5.20M | 0.02% | +1,126+1.6% | Added |
| Proequities, Inc. | 71,821 | $5.20M | 0.31% | −524−0.7% | Reduced |
| Beacon Financial Group | 72,161 | $5.19M | 0.56% | −1,828−2.5% | Reduced |
| First Nebraska Trust Co | 72,100 | $5.18M | 0.50% | −1,130−1.5% | Reduced |
| RFG Advisory, LLC | 72,010 | $5.17M | 0.16% | +1,316+1.9% | Added |
| Sandhill Capital Partners LLC | 71,751 | $5.16M | 0.37% | +3,175+4.6% | Added |
| NTV Asset Management LLC | 71,607 | $5.15M | 0.69% | −600−0.8% | Reduced |
| Martin Capital Partners, LLC | 71,585 | $5.14M | 2.54% | −23,634−24.8% | Reduced |
| Philip James Wealth Mangement, LLC | 71,121 | $5.11M | 0.63% | +71,121 | New |
| BancorpSouth Bank | 70,972 | $5.10M | 0.35% | +668+1.0% | Added |
| Chilton Capital Management LLC | 70,892 | $5.09M | 0.21% | +1,701+2.5% | Added |
| Shilanski & Associates, Inc. | 70,569 | $5.09M | 1.66% | −1,933−2.7% | Reduced |
| Kennon-Green & Company, LLC | 70,758 | $5.08M | 4.22% | −147−0.2% | Reduced |
| RBF Capital, LLC | 70,000 | $5.03M | 0.26% | +70,000 | New |
| PFG Investments, LLC | 69,986 | $5.03M | 0.32% | +107+0.2% | Added |
| Mutual Advisors, LLC | 74,349 | $5.00M | 0.15% | +8,211+12.4% | Added |
| Bell Asset Management Ltd | 69,605 | $5.00M | 0.92% | −68,994−49.8% | Reduced |
| Howland Capital Management LLC | 69,015 | $4.99M | 0.22% | −9,699−12.3% | Reduced |
| Csenge Advisory Group | 71,651 | $4.98M | 0.26% | −600−0.8% | Reduced |
| TSA Wealth Managment LLC | 69,068 | $4.96M | 2.00% | +300+0.4% | Added |
| Lee Danner & Bass Inc | 68,611 | $4.93M | 0.35% | −415−0.6% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 68,447 | $4.92M | 2.24% | +569+0.8% | Added |
| Ingalls & Snyder LLC | 67,979 | $4.88M | 0.19% | −13,395−16.5% | Reduced |
| Radnor Capital Management, LLC | 67,788 | $4.87M | 0.72% | +67,788 | New |
| Meeder Advisory Services, Inc. | 67,354 | $4.84M | 0.31% | +6,218+10.2% | Added |
| Ritholtz Wealth Management | 67,334 | $4.84M | 0.15% | +1,926+2.9% | Added |
| Prudential PLC | 67,313 | $4.84M | 0.02% | +29,004+75.7% | Added |
| Ostrum Asset Management | 67,226 | $4.83M | 0.40% | +1,373+2.1% | Added |
| Concord Wealth Partners | 67,187 | $4.83M | 0.81% | +3,072+4.8% | Added |
| Shell Asset Management Co | 67,111 | $4.82M | 0.21% | +67,111 | New |
| Tufton Capital Management | 66,960 | $4.81M | 0.90% | −1,261−1.8% | Reduced |
| GYL Financial Synergies, LLC | 66,825 | $4.80M | 0.36% | −1,046−1.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 66,805 | $4.80M | 0.15% | −800−1.2% | Reduced |
| Fort Washington Investment Advisors Inc | 66,780 | $4.80M | 0.03% | −884−1.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 66,589 | $4.79M | 0.78% | 00.0% | Unchanged |
| Parthenon LLC | 66,173 | $4.76M | 0.57% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 66,085 | $4.75M | 0.27% | +22,163+50.5% | Added |
| Procyon Private Wealth Partners, LLC | 65,931 | $4.74M | 0.33% | +1,384+2.1% | Added |
| Sigma Investment Counselors Inc | 65,872 | $4.73M | 0.28% | +108+0.2% | Added |
| Planning Capital Management Corp | 65,749 | $4.72M | 3.13% | −2,218−3.3% | Reduced |
| Charter Trust Co | 65,516 | $4.71M | 0.30% | −1,180−1.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 65,420 | $4.70M | 1.01% | −254−0.4% | Reduced |
| Walleye Capital LLC | 65,401 | $4.70M | 0.05% | −5,704−8.0% | Reduced |
| Lafayette Investments, Inc. | 65,351 | $4.70M | 0.99% | −1,035−1.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 64,673 | $4.68M | 0.30% | +6,346+10.9% | Added |
| Nicollet Investment Management, Inc. | 65,105 | $4.68M | 1.62% | +287+0.4% | Added |
| WESPAC Advisors SoCal, LLC | 65,001 | $4.67M | 1.08% | −629−1.0% | Reduced |
| Capital Analysts, LLC | 64,703 | $4.65M | 0.19% | +15,225+30.8% | Added |
| Capital Group Private Client Services, Inc. | 64,264 | $4.62M | 0.04% | +64,264 | New |
| Pine Valley Investments Ltd Liability Co | 63,961 | $4.61M | 0.32% | −13,494−17.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 63,925 | $4.59M | 1.63% | −325−0.5% | Reduced |
| GAM Holding AG | 63,497 | $4.56M | 0.36% | +619+1.0% | Added |
| Caldwell Trust Co | 63,289 | $4.55M | 0.48% | +1,649+2.7% | Added |
| NJ State Employees Deferred Compensation Plan | 63,000 | $4.53M | 0.54% | 00.0% | Unchanged |
| Verum Partners LLC | 62,289 | $4.48M | 1.31% | +151+0.2% | Added |