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, Q2 2025
Institutional positions in Coca Cola Co as of Jun 30, 2025. 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
- 3,367
- +39 vs. Q1 2025
- Shares held
- 3.16B
- +18.7M (+0.6%) vs. Q1 2025
- Total value
- $223.1B
- −$1.69B (−0.8%) vs. Q1 2025
- New holders
- 176
- 1,412 more added
- Sold out
- 137
- 1,375 more reduced
46 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 5,827 | $412.3K | 0.04% | −433−6.9% | Reduced |
| Trust Investment Advisors | 5,848 | $413.7K | 0.25% | +13+0.2% | Added |
| Total Investment Management Inc | 5,856 | $414.3K | 0.06% | +75+1.3% | Added |
| Onyx Bridge Wealth Group LLC | 5,857 | $414.3K | 0.05% | +44+0.8% | Added |
| Horizon Wealth Management, LLC | 5,859 | $414.6K | 0.07% | −35−0.6% | Reduced |
| American Financial & Tax Strategies Inc | 5,865 | $414.9K | 0.21% | −132−2.2% | Reduced |
| New England Capital Financial Advisors LLC | 5,866 | $415.0K | 0.19% | +11+0.2% | Added |
| Channel Wealth LLC | 5,878 | $415.9K | 0.12% | −3,561−37.7% | Reduced |
| West Oak Capital, LLC | 5,892 | $416.9K | 0.16% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5,899 | $417.4K | 0.32% | −284−4.6% | Reduced |
| Gould Asset Management LLC | 5,901 | $417.5K | 0.08% | −318−5.1% | Reduced |
| SNS Financial Group, LLC | 5,859 | $417.5K | 0.04% | −456−7.2% | Reduced |
| Westside Investment Management, Inc. | 5,877 | $417.8K | 0.08% | +747+14.6% | Added |
| Element Wealth, LLC | 5,909 | $418.1K | 0.19% | +228+4.0% | Added |
| Prentiss Smith & Co Inc | 5,915 | $418.5K | 0.25% | 00.0% | Unchanged |
| Saranac Partners Ltd | 5,917 | $418.6K | 0.22% | +5,917 | New |
| Loomis Sayles & Co L P | 5,927 | $419.3K | 0.00% | −579−8.9% | Reduced |
| One Wealth Advisors, LLC | 5,928 | $419.4K | 0.06% | −130−2.1% | Reduced |
| Clean Yield Group | 5,938 | $420.1K | 0.13% | +161+2.8% | Added |
| Fiduciary Financial Group, LLC | 5,867 | $420.5K | 0.08% | +195+3.4% | Added |
| Charles Schwab Trust Co | 5,945 | $420.6K | 0.03% | −44−0.7% | Reduced |
| Hall Laurie J Trustee | 5,950 | $421.0K | 0.14% | −200−3.3% | Reduced |
| Scott Marsh Financial, LLC | 5,982 | $423.2K | 0.16% | +5,982 | New |
| Pines Wealth Management, LLC | 5,939 | $423.7K | 0.15% | −507−7.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 5,994 | $424.0K | 0.27% | +40+0.7% | Added |
| Spartan Planning & Wealth Management | 5,997 | $424.3K | 0.36% | −1,228−17.0% | Reduced |
| Hilltop National Bank | 6,005 | $424.9K | 0.11% | +6,005 | New |
| FSA Wealth Management LLC | 6,012 | $425.4K | 0.17% | −197−3.2% | Reduced |
| Aviso Wealth Management | 6,013 | $425.5K | 0.20% | −43−0.7% | Reduced |
| Tradition Wealth Management, LLC | 6,014 | $425.5K | 0.03% | +64+1.1% | Added |
| Archford Capital Strategies, LLC | 6,024 | $426.2K | 0.05% | +1,153+23.7% | Added |
| Wealth Architects, LLC | 6,031 | $426.7K | 0.04% | −12−0.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 6,037 | $427.1K | 0.09% | 00.0% | Unchanged |
| HC Advisors, LLC | 6,057 | $428.6K | 0.30% | −1,071−15.0% | Reduced |
| Tandem Investment Partners LLC | 6,069 | $429.4K | 0.37% | +915+17.8% | Added |
| Wealthquest Corp | 6,078 | $430.0K | 0.03% | +33+0.5% | Added |
| Orion Investment Co | 6,083 | $430.4K | 0.15% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 6,109 | $432.2K | 0.23% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,115 | $432.6K | 0.03% | +202+3.4% | Added |
| Archetype Wealth Partners | 6,117 | $433.0K | 0.06% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 6,121 | $433.1K | 0.06% | −259−4.1% | Reduced |
| Oceanside Advisors LLC | 6,127 | $433.5K | 0.29% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 6,150 | $435.1K | 0.18% | −27−0.4% | Reduced |
| Lakeridge Wealth Management LLC | 6,157 | $435.6K | 0.20% | +72+1.2% | Added |
| Armbruster Capital Management, Inc. | 6,158 | $435.7K | 0.08% | +179+3.0% | Added |
| KLCM Advisors, Inc. | 6,183 | $437.4K | 0.05% | −5,441−46.8% | Reduced |
| Vision Capital Management, Inc. | 6,188 | $437.8K | 0.06% | −1,003−13.9% | Reduced |
| Curtis Advisory Group, LLC | 6,200 | $438.6K | 0.11% | +6,200 | New |
| Frisch Financial Group, Inc. | 6,166 | $439.0K | 0.11% | +21+0.3% | Added |
| Brown Shipley& Co Ltd | 6,205 | $439.0K | 0.24% | −393−6.0% | Reduced |
| Seven Springs Wealth Group, LLC | 6,212 | $439.5K | 0.11% | −30−0.5% | Reduced |
| Strathmore Capital Advisors, Inc. | 6,330 | $439.8K | 0.19% | +6,330 | New |
| Financial Advisors Network, Inc. | 6,219 | $440.0K | 0.07% | +838+15.6% | Added |
| Pinebridge Investments, L.P. | 6,275 | $444.0K | 0.00% | −253,900−97.6% | Reduced |
| Arbor Investment Advisors, LLC | 6,286 | $444.7K | 0.06% | +91+1.5% | Added |
| Granite Investment Partners, LLC | 6,291 | $445.1K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 6,294 | $445.3K | 0.02% | −63−1.0% | Reduced |
| Hidden Cove Wealth Management, LLC | 6,295 | $445.4K | 0.32% | +297+5.0% | Added |
| Retirement Planning Co of New England, Inc. | 6,297 | $445.5K | 0.20% | −45−0.7% | Reduced |
| Global Trust Asset Management, LLC | 6,304 | $446.0K | 0.24% | +725+13.0% | Added |
| Schear Investment Advisers, LLC | 6,321 | $447.2K | 0.22% | +223+3.7% | Added |
| Tiemann Investment Advisors, LLC | 6,323 | $447.4K | 0.18% | +125+2.0% | Added |
| Crew Capital Management, Ltd. | 6,330 | $447.8K | 0.32% | −233−3.6% | Reduced |
| Signal Advisors Wealth, LLC | 6,352 | $449.4K | 0.04% | +834+15.1% | Added |
| Crescent Sterling, Ltd. | 6,359 | $449.9K | 0.50% | −2,484−28.1% | Reduced |
| SGL Investment Advisors, Inc. | 6,419 | $450.9K | 0.21% | +290+4.7% | Added |
| KKM Financial LLC | 6,375 | $451.0K | 0.16% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 6,300 | $451.2K | 0.04% | −400−6.0% | Reduced |
| American National Bank | 6,395 | $452.4K | 0.05% | +900+16.4% | Added |
| Summit Financial Wealth Advisors, LLC | 6,399 | $452.7K | 0.08% | +73+1.2% | Added |
| Options Solutions, LLC | 6,400 | $452.8K | 0.16% | −756−10.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,367 | $453.7K | 0.03% | −144−2.2% | Reduced |
| Hartford Financial Management Inc. | 6,417 | $454.0K | 0.12% | 00.0% | Unchanged |
| RW Investment Management LLC | 6,420 | $454.2K | 0.05% | +500+8.4% | Added |
| Cooper/Haims Advisors, LLC | 6,424 | $454.5K | 0.22% | +20.0% | Added |
| Landaas & Co | 6,432 | $455.0K | 0.11% | 00.0% | Unchanged |
| BCS Private Wealth Management, Inc. | 6,377 | $455.0K | 0.17% | +6,377 | New |
| Cultivar Capital, Inc. | 6,461 | $457.1K | 0.33% | +1,593+32.7% | Added |
| Stegent Equity Advisors, Inc. | 6,472 | $457.9K | 0.41% | +893+16.0% | Added |
| Hughes Financial Services, LLC | 6,599 | $458.7K | 0.08% | +52+0.8% | Added |
| Keebeck Wealth Management, LLC | 6,452 | $459.9K | 0.06% | +67+1.0% | Added |
| Gibson Capital, LLC | 6,501 | $459.9K | 0.09% | −379−5.5% | Reduced |
| Xcel Wealth Management, LLC | 6,514 | $460.8K | 0.13% | −416−6.0% | Reduced |
| Integras Partners LLC | 6,520 | $461.3K | 0.46% | 00.0% | Unchanged |
| North Forty Two & Co. | 6,522 | $461.4K | 0.49% | −34−0.5% | Reduced |
| Fiera Capital Corp | 6,523 | $461.5K | 0.00% | +6,523 | New |
| Capital Market Strategies LLC | 6,531 | $462.1K | 0.32% | +6,531 | New |
| MQS Management LLC | 6,533 | $462.2K | 0.25% | +6,533 | New |
| Fountainhead AM, LLC | 6,560 | $464.1K | 0.07% | +510+8.4% | Added |
| May Hill Capital, LLC | 6,562 | $464.3K | 0.15% | +1,131+20.8% | Added |
| LexAurum Advisors, LLC | 6,567 | $464.6K | 0.07% | +293+4.7% | Added |
| Strategic Financial Services, Inc, | 6,572 | $465.0K | 0.03% | +60+0.9% | Added |
| Cascade Financial Partners, LLC | 6,580 | $465.6K | 0.06% | +400+6.5% | Added |
| Kaydan Wealth Management, Inc. | 6,584 | $465.8K | 0.15% | 00.0% | Unchanged |
| Security Financial Services, INC. | 6,599 | $466.9K | 0.08% | +475+7.8% | Added |
| Granite Harbor Advisors, Inc. | 6,627 | $468.9K | 0.22% | +1,101+19.9% | Added |
| Duncker Streett & Co Inc | 6,628 | $468.9K | 0.09% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 6,631 | $469.1K | 0.11% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 6,638 | $469.6K | 0.23% | −12−0.2% | Reduced |
| Asset Planning,Inc | 6,657 | $471.0K | 0.35% | +44+0.7% | Added |