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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 7,649 | $541.1K | 0.14% | +254+3.4% | Added |
| Global Financial Private Client, LLC | 7,653 | $541.5K | 0.20% | −10−0.1% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,658 | $541.8K | 0.12% | +98+1.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,677 | $543.1K | 0.14% | −10.0% | Reduced |
| Financial Partners Group, LLC | 7,678 | $543.2K | 0.20% | −699−8.3% | Reduced |
| Kapstone Financial Advisors LLC | 7,684 | $543.7K | 0.27% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 7,644 | $543.8K | 0.09% | +1,906+33.2% | Added |
| Wimmer Associates 1, LLC | 7,692 | $544.2K | 0.28% | −12−0.2% | Reduced |
| McDonald Partners LLC | 7,688 | $544.3K | 0.13% | −1,225−13.7% | Reduced |
| Root Financial Partners, LLC | 7,699 | $544.7K | 0.05% | +1,828+31.1% | Added |
| Alberta Investment Management Corp | 7,700 | $544.8K | 0.00% | −91,360−92.2% | Reduced |
| BlueChip Wealth Advisors LLC | 7,705 | $545.1K | 0.24% | −2,892−27.3% | Reduced |
| Natural Investments, LLC | 7,718 | $546.0K | 0.14% | +355+4.8% | Added |
| SeaBridge Investment Advisors LLC | 7,717 | $546.0K | 0.10% | −498−6.1% | Reduced |
| Herold Advisors, Inc. | 7,772 | $549.9K | 0.12% | +643+9.0% | Added |
| Arvest Bank Trust Division | 7,814 | $552.8K | 0.03% | +170+2.2% | Added |
| Wolverine Trading, LLC | 7,862 | $552.9K | 0.01% | +7,862 | New |
| Bank of Nova Scotia Trust Co | 7,822 | $553.4K | 0.05% | −3,392−30.2% | Reduced |
| Cypress Asset Management Inc | 7,829 | $553.9K | 0.13% | −800−9.3% | Reduced |
| Paragon Capital Management Ltd | 7,833 | $554.2K | 0.10% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 7,835 | $554.4K | 0.42% | +1,984+33.9% | Added |
| Fulcrum Capital LLC | 7,839 | $554.6K | 0.12% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 7,847 | $555.0K | 0.02% | −1,448−15.6% | Reduced |
| Inlet Private Wealth, LLC | 7,853 | $555.6K | 0.14% | 00.0% | Unchanged |
| Summitry LLC | 7,865 | $556.4K | 0.03% | +149+1.9% | Added |
| Cornerstone Advisory, LLC | 7,871 | $556.9K | 0.06% | +115+1.5% | Added |
| Cardiff Park Advisors, LLC | 7,873 | $557.0K | 0.05% | +4+0.1% | Added |
| Mountain Pacific Investment Advisers Inc | 7,874 | $557.1K | 0.04% | 00.0% | Unchanged |
| Level Wealth Management LLC | 7,876 | $557.2K | 0.32% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 7,885 | $557.9K | 0.41% | −46−0.6% | Reduced |
| Wayfinding Financial, LLC | 8,105 | $558.0K | 0.25% | −483−5.6% | Reduced |
| SOA Wealth Advisors, LLC. | 7,888 | $558.1K | 0.10% | +269+3.5% | Added |
| Breakwater Capital Group | 7,896 | $558.7K | 0.09% | −93−1.2% | Reduced |
| Rosenberg Matthew Hamilton | 7,898 | $558.8K | 0.13% | +1,492+23.3% | Added |
| Bordeaux Wealth Advisors LLC | 7,905 | $559.3K | 0.07% | +15+0.2% | Added |
| Acorn Financial Advisory Services Inc | 7,910 | $559.7K | 0.09% | −14−0.2% | Reduced |
| Wallace Advisory Group, LLC | 7,817 | $559.9K | 0.41% | +322+4.3% | Added |
| Beta Wealth Group, Inc. | 7,917 | $560.1K | 0.21% | +104+1.3% | Added |
| Empirical Asset Management, LLC | 7,917 | $560.2K | 0.17% | +212+2.8% | Added |
| Pacitti Group Inc. | 7,869 | $560.5K | 0.24% | +6+0.1% | Added |
| Titleist Asset Management, LLC | 7,933 | $561.3K | 0.06% | +1,019+14.7% | Added |
| Carrera Capital Advisors | 7,899 | $563.1K | 0.11% | −43,087−84.5% | Reduced |
| Plotkin Financial Advisors, LLC | 7,960 | $563.2K | 0.31% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 7,963 | $563.4K | 0.20% | −800−9.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,964 | $563.5K | 0.13% | −3,708−31.8% | Reduced |
| Holistic Planning, LLC | 7,965 | $563.6K | 0.16% | +2,991+60.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 7,973 | $564.1K | 0.15% | +20.0% | Added |
| Strata Wealth Advisors, LLC | 7,986 | $565.0K | 0.16% | +634+8.6% | Added |
| Austin Private Wealth, LLC | 7,996 | $565.7K | 0.04% | +964+13.7% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $566.0K | 0.29% | −2,000−20.0% | Reduced |
| ESL Trust Services, LLC | 8,050 | $569.5K | 0.12% | −65−0.8% | Reduced |
| Global X Japan Co., Ltd. | 8,052 | $569.7K | 0.06% | −1,726−17.7% | Reduced |
| Ayrshire Capital Management LLC | 8,060 | $570.2K | 0.27% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 8,071 | $571.0K | 0.09% | +64+0.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 8,090 | $572.4K | 0.07% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 13,030 | $573.1K | 0.55% | +5,116+64.6% | Added |
| Fairtree Asset Management (Pty) Ltd | 8,108 | $573.6K | 0.43% | −4,266−34.5% | Reduced |
| Platform Technology Partners | 8,113 | $574.0K | 0.15% | −43−0.5% | Reduced |
| Cannon Wealth Management Services, LLC | 8,121 | $574.6K | 0.47% | +9+0.1% | Added |
| Fortis Group Advisors, LLC | 8,455 | $574.9K | 0.10% | +1,638+24.0% | Added |
| IMA Wealth, Inc. | 8,109 | $577.8K | 0.06% | +48+0.6% | Added |
| Kimelman & Baird, LLC | 8,170 | $578.1K | 0.05% | 00.0% | Unchanged |
| BridgePort Financial Solutions, LLC | 8,175 | $578.4K | 0.19% | −174−2.1% | Reduced |
| Jacobsen Capital Management | 8,208 | $580.7K | 0.21% | +1,024+14.3% | Added |
| ORG Wealth Partners, LLC | 8,109 | $581.1K | 0.14% | +828+11.4% | Added |
| Wealth Preservation Advisors, LLC | 8,225 | $581.9K | 0.36% | +30+0.4% | Added |
| Seeds Investor LLC | 8,227 | $582.0K | 0.14% | −7−0.1% | Reduced |
| Gratus Wealth Advisors, LLC | 8,242 | $583.1K | 0.09% | +100+1.2% | Added |
| Cape Cod Five Cents Savings Bank | 8,117 | $583.3K | 0.05% | 00.0% | Unchanged |
| Arbor Wealth Advisors LLC | 8,265 | $584.7K | 0.47% | −20.0% | Reduced |
| Spinnaker Investment Group, LLC | 8,286 | $586.2K | 0.14% | −1,353−14.0% | Reduced |
| Laffer Tengler Investments | 8,287 | $586.3K | 0.10% | +4,143+100.0% | Added |
| Allen Capital Group, LLC | 8,297 | $587.0K | 0.06% | +1,852+28.7% | Added |
| Kidder Stephen W | 8,300 | $587.2K | 0.18% | −50−0.6% | Reduced |
| Goldstream Capital Management Ltd | 8,276 | $588.5K | 0.25% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 8,323 | $588.9K | 0.20% | −326−3.8% | Reduced |
| Buttonwood Financial Advisors Inc. | 8,325 | $589.0K | 0.24% | −523−5.9% | Reduced |
| Lake Street Financial LLC | 8,329 | $589.3K | 0.08% | +4,424+113.3% | Added |
| LaSalle St. Investment Advisors, LLC | 8,343 | $590.0K | 0.16% | −741−8.2% | Reduced |
| Firethorn Wealth Partners, LLC | 8,340 | $590.0K | 0.26% | +14+0.2% | Added |
| Fragasso Group Inc. | 8,340 | $590.1K | 0.04% | +796+10.6% | Added |
| Alan B. Lancz & Associates, Inc. | 8,350 | $590.8K | 0.59% | −200−2.3% | Reduced |
| Coppell Advisory Solutions LLC | 8,402 | $590.9K | 0.07% | +392+4.9% | Added |
| First National Corp | 8,360 | $591.4K | 0.12% | +200+2.5% | Added |
| Three Seasons Wealth, LLC | 8,303 | $591.7K | 0.07% | +286+3.6% | Added |
| MOKAN Wealth Management Inc. | 8,365 | $591.9K | 0.33% | +22+0.3% | Added |
| Wellington Capital Management, Inc. | 5,275 | $592.0K | 0.89% | +5,275 | New |
| Balboa Wealth Partners | 8,374 | $592.4K | 0.12% | +1,350+19.2% | Added |
| Legacy Wealth Management, LLC | 8,400 | $594.3K | 0.18% | 00.0% | Unchanged |
| Sym Financial Corp | 8,400 | $594.3K | 0.07% | −48−0.6% | Reduced |
| Verity Asset Management, Inc. | 8,415 | $595.3K | 0.28% | −7,313−46.5% | Reduced |
| Essex Investment Management Co LLC | 8,418 | $595.6K | 0.11% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 8,422 | $595.8K | 0.82% | +30.0% | Added |
| Copley Financial Group, Inc. | 8,447 | $597.6K | 0.44% | −1,077−11.3% | Reduced |
| KFA Private Wealth Group, LLC | 8,461 | $598.7K | 0.19% | −208−2.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,463 | $598.7K | 0.33% | +1,386+19.6% | Added |
| Ifrah Financial Services, Inc. | 8,465 | $598.9K | 0.16% | +34+0.4% | Added |
| Oak Thistle LLC | 8,475 | $599.6K | 0.09% | +8,475 | New |
| Legacy Edge Advisors, LLC | 8,509 | $602.0K | 0.08% | +1,941+29.6% | Added |
| Dominguez Wealth Management Solutions, Inc. | 8,540 | $604.2K | 0.42% | −145−1.7% | Reduced |