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 | 3,583 | $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, 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 |
|---|---|---|---|---|---|
| Elgethun Capital Management | 11,155 | $789.2K | 0.16% | −183−1.6% | Reduced |
| Cowa, LLC | 11,178 | $790.9K | 0.30% | +783+7.5% | Added |
| Hunter Associates Investment Management LLC | 11,205 | $791.0K | 0.12% | −295−2.6% | Reduced |
| Ellis Investment Partners, LLC | 11,199 | $792.3K | 0.15% | +421+3.9% | Added |
| Financial Management Professionals, Inc. | 11,121 | $792.5K | 0.09% | −543−4.7% | Reduced |
| Trilogy Capital Inc. | 11,204 | $792.6K | 0.04% | −45,090−80.1% | Reduced |
| AdvisorNet Financial, Inc | 11,206 | $792.9K | 0.05% | −994−8.1% | Reduced |
| Kathmere Capital Management, LLC | 11,218 | $793.7K | 0.06% | +1,802+19.1% | Added |
| Highline Wealth Partners LLC | 11,218 | $793.7K | 0.23% | +480+4.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,228 | $794.0K | 0.25% | −406−3.5% | Reduced |
| Quest Partners LLC | 11,226 | $794.2K | 0.08% | +839+8.1% | Added |
| Sawgrass Asset Management LLC | 11,229 | $794.5K | 0.09% | +4,742+73.1% | Added |
| Opal Wealth Advisors, LLC | 11,234 | $794.8K | 0.22% | −5,465−32.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 11,247 | $795.7K | 0.02% | +115+1.0% | Added |
| Patriot Investment Management Inc. | 11,265 | $797.0K | 0.06% | −667−5.6% | Reduced |
| Pinnacle West Asset Management, Inc. | 11,265 | $797.0K | 0.55% | −50−0.4% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,283 | $798.3K | 0.50% | −6,505−36.6% | Reduced |
| Camden Capital, LLC | 11,287 | $798.4K | 0.08% | −298−2.6% | Reduced |
| Lakeshore Financial Planning, Inc. | 11,317 | $800.6K | 0.32% | −375−3.2% | Reduced |
| Exchange Capital Management, Inc. | 11,327 | $801.4K | 0.12% | −2,220−16.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,334 | $801.9K | 0.19% | −237−2.0% | Reduced |
| United Advisor Group, LLC | 11,355 | $805.1K | 0.14% | +576+5.3% | Added |
| GHP Investment Advisors, Inc. | 11,387 | $805.6K | 0.04% | +8+0.1% | Added |
| Proathlete Wealth Management LLC | 11,372 | $805.9K | 0.26% | +155+1.4% | Added |
| Aldebaran Financial Inc. | 11,420 | $808.0K | 0.89% | +15+0.1% | Added |
| MUFG Securities EMEA plc | 11,446 | $809.8K | 0.04% | −438,554−97.5% | Reduced |
| Geometric Wealth Advisors | 11,471 | $811.5K | 0.12% | +45+0.4% | Added |
| Beacon Investment Advisory Services, Inc. | 11,487 | $812.7K | 0.04% | +4,919+74.9% | Added |
| Midland Wealth Advisors LLC | 11,516 | $814.8K | 0.05% | −505−4.2% | Reduced |
| Eagle Strategies LLC | 11,521 | $815.1K | 0.12% | +78+0.7% | Added |
| Madison Asset Management, LLC | 11,528 | $815.6K | 0.01% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 11,530 | $815.8K | 0.51% | +720+6.7% | Added |
| Bank of New Hampshire | 11,545 | $816.8K | 0.20% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 11,561 | $817.9K | 0.03% | −5,389−31.8% | Reduced |
| Colonial River Wealth Management, LLC | 11,727 | $818.2K | 0.35% | +1,391+13.5% | Added |
| Ransom Advisory, Ltd | 11,573 | $818.8K | 0.39% | −450−3.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 11,614 | $821.7K | 0.29% | −241−2.0% | Reduced |
| Bradyco, Inc. | 11,615 | $821.8K | 0.60% | 00.0% | Unchanged |
| William Allan, LLC | 11,635 | $823.2K | 0.48% | −325−2.7% | Reduced |
| Ferguson Shapiro LLC | 11,636 | $823.3K | 0.28% | −110−0.9% | Reduced |
| Invictus Private Wealth, LLC | 11,651 | $824.3K | 0.06% | −469−3.9% | Reduced |
| MBA Advisors LLC | 11,664 | $825.2K | 0.38% | −779−6.3% | Reduced |
| Sather Financial Group Inc | 11,670 | $825.7K | 0.05% | −49−0.4% | Reduced |
| Watts Gwilliam & Co., LLC | 12,425 | $825.8K | 0.14% | +1,667+15.5% | Added |
| Atwood & Palmer Inc | 11,716 | $828.9K | 0.05% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 11,717 | $829.0K | 0.32% | +28+0.2% | Added |
| First Dallas Securities Inc. | 11,725 | $829.6K | 0.33% | −395−3.3% | Reduced |
| Fielder Capital Group LLC | 11,736 | $830.3K | 0.22% | −30−0.3% | Reduced |
| Fox Hill Wealth Management | 11,738 | $830.5K | 0.43% | +11,738 | New |
| Register Financial Advisors LLC | 11,781 | $833.5K | 0.36% | −494−4.0% | Reduced |
| IVC Wealth Advisors LLC | 11,795 | $834.5K | 0.41% | +116+1.0% | Added |
| Atlantic Trust, LLC | 11,797 | $834.6K | 0.16% | −664−5.3% | Reduced |
| Commonwealth Financial Services, LLC | 11,800 | $834.8K | 0.16% | +482+4.3% | Added |
| Live Oak Investment Partners | 11,814 | $835.9K | 0.64% | −375−3.1% | Reduced |
| Richard P Slaughter Associates Inc | 11,874 | $840.1K | 0.17% | +774+7.0% | Added |
| J. W. Coons Advisors, LLC | 11,908 | $842.5K | 0.19% | −100−0.8% | Reduced |
| Sovereign Financial Group, Inc. | 11,908 | $842.5K | 0.17% | +171+1.5% | Added |
| JNBA Financial Advisors | 11,912 | $842.8K | 0.08% | −750−5.9% | Reduced |
| Trueblood Wealth Management, LLC | 11,934 | $844.3K | 0.35% | +117+1.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 11,939 | $844.7K | 0.38% | +293+2.5% | Added |
| Hendershot Investments Inc. | 11,947 | $845.3K | 0.11% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 11,952 | $845.6K | 0.19% | +4,548+61.4% | Added |
| Sterling Investment Counsel, LLC | 12,004 | $849.3K | 0.50% | −27,246−69.4% | Reduced |
| Redmond Asset Management, LLC | 12,036 | $851.5K | 0.20% | +250+2.1% | Added |
| LM Advisors LLC | 12,041 | $852.0K | 0.11% | −67−0.6% | Reduced |
| Apexium Financial, LP | 12,012 | $853.7K | 0.05% | +168+1.4% | Added |
| Legacy Private Trust Co. | 12,069 | $853.9K | 0.06% | −67−0.6% | Reduced |
| Medallion Wealth Advisors, LLC | 12,019 | $856.6K | 0.33% | +298+2.5% | Added |
| Perfromance Wealth Partners, LLC | 12,113 | $857.0K | 0.03% | +6,689+123.3% | Added |
| Sentry Investment Management LLC | 12,235 | $859.0K | 0.47% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12,144 | $859.2K | 0.10% | −2,367−16.3% | Reduced |
| Cromwell Holdings LLC | 12,186 | $862.2K | 0.52% | 00.0% | Unchanged |
| Aries Wealth Management | 12,190 | $862.4K | 0.23% | −218−1.8% | Reduced |
| TFR Capital, LLC. | 12,200 | $863.1K | 0.31% | +727+6.3% | Added |
| Chemistry Wealth Management LLC | 12,223 | $864.8K | 0.19% | +384+3.2% | Added |
| Mach-1 Financial Group, Inc. | 12,224 | $864.8K | 0.25% | −13,725−52.9% | Reduced |
| Enhancing Capital LLC | 12,230 | $865.3K | 0.66% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12,252 | $866.8K | 0.13% | +844+7.4% | Added |
| Investment Partners Asset Management, Inc. | 12,266 | $867.8K | 0.60% | +1,392+12.8% | Added |
| Gibbs Wealth Management | 12,271 | $868.2K | 0.17% | +1,677+15.8% | Added |
| Oxford Financial Group Ltd | 12,278 | $868.7K | 0.05% | −1,731−12.4% | Reduced |
| D'Orazio & Associates, Inc. | 12,295 | $869.8K | 0.12% | +69+0.6% | Added |
| HHM Wealth Advisors, LLC | 12,307 | $870.7K | 0.10% | −86−0.7% | Reduced |
| WealthTrust Axiom LLC | 12,335 | $872.7K | 0.26% | +55+0.4% | Added |
| Silver Oak Securities, Inc | 12,368 | $875.0K | 0.07% | +1,542+14.2% | Added |
| Delta Financial Advisors LLC | 12,454 | $881.1K | 0.31% | −334−2.6% | Reduced |
| Farmers Trust Co | 12,457 | $881.3K | 0.16% | −4,895−28.2% | Reduced |
| Westmount Partners, LLC | 12,481 | $883.0K | 0.24% | −413−3.2% | Reduced |
| Marietta Investment Partners LLC | 12,482 | $883.1K | 0.19% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 12,492 | $883.8K | 0.15% | +10.0% | Added |
| Financial Engines Advisors L.L.C. | 12,501 | $884.0K | 0.00% | +5,964+91.2% | Added |
| Ashton Thomas Securities, LLC | 12,507 | $884.9K | 0.21% | −441−3.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 12,515 | $885.4K | 0.70% | +15+0.1% | Added |
| Great Diamond Partners, LLC | 12,518 | $885.6K | 0.19% | +2,504+25.0% | Added |
| Savoie Capital LLC | 12,523 | $886.0K | 0.11% | 00.0% | Unchanged |
| Estabrook Capital Management | 12,538 | $887.1K | 0.14% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 12,543 | $887.5K | 0.20% | −591−4.5% | Reduced |
| Stone Point Wealth LLC | 12,545 | $887.6K | 0.27% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 12,639 | $887.8K | 0.80% | +1,982+18.6% | Added |
| one8zero8, LLC | 12,553 | $888.1K | 0.21% | −1,007−7.4% | Reduced |