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 |
|---|---|---|---|---|---|
| Lester Murray Antman dba SimplyRich | 12,566 | $889.0K | 0.25% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 12,594 | $891.0K | 0.18% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 12,610 | $892.1K | 0.07% | −3,317−20.8% | Reduced |
| Souders Financial Advisors | 12,624 | $893.1K | 0.11% | +3,974+45.9% | Added |
| Hirtle Callaghan & Co LLC | 12,630 | $893.6K | 0.03% | +30+0.2% | Added |
| Ignite Planners, LLC | 12,806 | $894.5K | 0.16% | −107−0.8% | Reduced |
| Freedom Day Solutions, LLC | 12,656 | $895.4K | 0.27% | +49+0.4% | Added |
| Detalus Advisors, LLC | 12,672 | $896.5K | 0.26% | −40−0.3% | Reduced |
| Clear Creek Financial Management, LLC | 12,674 | $897.1K | 0.09% | +508+4.2% | Added |
| Gilbert & Cook, Inc. | 12,687 | $897.6K | 0.12% | +218+1.7% | Added |
| Lathrop Investment Management Corp | 12,726 | $900.0K | 0.17% | −921−6.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 12,650 | $901.4K | 0.06% | +1,282+11.3% | Added |
| Baldwin Investment Management, LLC | 12,770 | $903.5K | 0.11% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 12,776 | $903.9K | 0.30% | +506+4.1% | Added |
| Elyxium Wealth, LLC | 12,783 | $904.4K | 0.34% | +2,341+22.4% | Added |
| Letson Investment Management, Inc. | 12,793 | $905.1K | 0.36% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 12,810 | $906.3K | 0.14% | −602−4.5% | Reduced |
| Paladin Wealth, LLC | 12,817 | $906.8K | 0.71% | −81−0.6% | Reduced |
| Retirement Planning Group | 12,820 | $907.0K | 0.04% | +427+3.4% | Added |
| KPP Advisory Services LLC | 12,835 | $908.1K | 0.15% | +982+8.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 12,838 | $908.3K | 0.19% | +1,890+17.3% | Added |
| Resonant Capital Advisors, LLC | 12,750 | $908.6K | 0.06% | +3,010+30.9% | Added |
| Accredited Wealth Management, LLC | 12,792 | $911.5K | 0.74% | −47−0.4% | Reduced |
| Red Door Wealth Management, LLC | 12,914 | $913.6K | 0.11% | +1,172+10.0% | Added |
| JB Capital LLC | 12,935 | $915.1K | 0.04% | +466+3.7% | Added |
| Pioneer Trust Bank N A | 12,967 | $917.4K | 0.23% | −600−4.4% | Reduced |
| SkyOak Wealth, LLC | 12,976 | $918.0K | 0.18% | +125+1.0% | Added |
| Intrua Financial, LLC | 12,980 | $918.3K | 0.13% | −98−0.7% | Reduced |
| Alpha Omega Wealth Management LLC | 13,019 | $921.1K | 0.16% | −688−5.0% | Reduced |
| Alpha Family Trust | 13,020 | $921.2K | 0.46% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 13,031 | $921.9K | 0.14% | −120−0.9% | Reduced |
| Bond & Devick Financial Network, Inc. | 13,040 | $922.6K | 0.31% | −200−1.5% | Reduced |
| Bennett Selby Investments LP | 13,051 | $923.3K | 0.33% | +100+0.8% | Added |
| NFC Investments, LLC | 13,064 | $924.0K | 0.26% | 00.0% | Unchanged |
| Advocate Group LLC | 13,070 | $924.7K | 0.17% | 00.0% | Unchanged |
| Peoples Bank | 13,081 | $925.5K | 0.62% | −102−0.8% | Reduced |
| First Financial Corp | 13,088 | $926.0K | 0.41% | −200−1.5% | Reduced |
| Meridian Investment Counsel Inc. | 13,089 | $926.0K | 0.25% | +38+0.3% | Added |
| Jmac Enterprises LLC | 13,100 | $926.8K | 0.20% | +100+0.8% | Added |
| AlphaCore Capital LLC | 13,007 | $927.3K | 0.04% | +1,396+12.0% | Added |
| Monetary Management Group Inc | 13,160 | $931.1K | 0.23% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 13,174 | $932.1K | 0.70% | 00.0% | Unchanged |
| Ballast, Inc. | 13,175 | $932.1K | 0.24% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 13,222 | $935.5K | 0.32% | −267−2.0% | Reduced |
| Lion Street Advisors, LLC | 13,229 | $935.8K | 0.28% | +389+3.0% | Added |
| Drive Wealth Management, LLC | 13,135 | $935.9K | 0.21% | +2,322+21.5% | Added |
| CoreFirst Bank & Trust | 13,240 | $936.7K | 0.53% | −568−4.1% | Reduced |
| Hamilton Point Investment Advisors, LLC | 13,180 | $939.2K | 0.15% | −49−0.4% | Reduced |
| Prossimo Advisors, LLC | 13,290 | $940.0K | 0.75% | −448−3.3% | Reduced |
| Townsend & Associates, Inc | 13,605 | $941.0K | 0.09% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13,353 | $944.7K | 0.10% | −42−0.3% | Reduced |
| FNY Investment Advisers, LLC | 13,360 | $945.0K | 0.40% | +13,360 | New |
| Pictet & Cie (Europe) SA | 13,367 | $945.7K | 0.02% | −1,998−13.0% | Reduced |
| Cullen Investment Group, Ltd. | 13,383 | $946.8K | 0.13% | −341−2.5% | Reduced |
| Traphagen Investment Advisors LLC | 13,436 | $950.6K | 0.09% | −191−1.4% | Reduced |
| Saybrook Capital | 13,440 | $950.9K | 0.27% | 00.0% | Unchanged |
| Headinvest, LLC | 13,486 | $954.1K | 0.20% | −2,380−15.0% | Reduced |
| Cidel Asset Management Inc | 13,493 | $954.6K | 0.06% | −456−3.3% | Reduced |
| InTrack Investment Management Inc | 13,496 | $954.9K | 0.64% | +520+4.0% | Added |
| Telos Capital Management, Inc. | 13,502 | $955.2K | 0.10% | −2,264−14.4% | Reduced |
| AIA Group Ltd | 13,513 | $956.0K | 0.02% | +2,413+21.7% | Added |
| Stableford Capital II LLC | 13,831 | $956.7K | 0.36% | +278+2.1% | Added |
| Transamerica Financial Advisors, Inc. | 13,535 | $957.6K | 0.09% | −548−3.9% | Reduced |
| Weinberger Asset Management, Inc | 13,542 | $958.1K | 0.37% | −143−1.0% | Reduced |
| Magnus Financial Group LLC | 13,558 | $959.2K | 0.08% | −619−4.4% | Reduced |
| Investment Partners, Ltd. | 13,572 | $960.3K | 0.36% | −1,175−8.0% | Reduced |
| Cypress Point Wealth Management, LLC | 13,578 | $960.7K | 0.23% | +67+0.5% | Added |
| Wealth Alliance | 13,584 | $961.1K | 0.11% | −4,047−23.0% | Reduced |
| Core Alternative Capital | 13,635 | $964.7K | 0.26% | −4,768−25.9% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 13,640 | $965.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 13,646 | $965.4K | 0.23% | +20.0% | Added |
| Bank Ozk | 13,654 | $966.0K | 0.37% | −332−2.4% | Reduced |
| First County Bank | 13,676 | $967.6K | 0.52% | −1,815−11.7% | Reduced |
| Harold Davidson & Associates Inc. | 13,678 | $967.7K | 0.63% | −4,548−25.0% | Reduced |
| Mitchell Sinkler & Starr | 13,681 | $967.9K | 0.46% | +800+6.2% | Added |
| New Hampshire Trust | 13,689 | $968.5K | 0.20% | +374+2.8% | Added |
| Newman Dignan & Sheerar, Inc. | 13,690 | $968.6K | 0.22% | +136+1.0% | Added |
| MJP Associates Inc | 13,713 | $970.2K | 0.14% | +1,249+10.0% | Added |
| CRA Financial Services, LLC | 13,716 | $970.4K | 0.15% | −164−1.2% | Reduced |
| Lewis Asset Management, LLC | 13,716 | $970.4K | 0.46% | +8,611+168.7% | Added |
| AA Financial Advisors, LLC | 13,724 | $971.0K | 0.21% | +1,379+11.2% | Added |
| Strategies Wealth Advisors, LLC | 13,726 | $971.1K | 0.11% | −48−0.3% | Reduced |
| Friedenthal Financial | 13,739 | $972.0K | 0.53% | +13,739 | New |
| Aspiriant, LLC | 13,844 | $979.5K | 0.03% | −656−4.5% | Reduced |
| Carret Asset Management, LLC | 13,860 | $980.6K | 0.10% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 13,871 | $981.4K | 0.42% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 13,885 | $982.3K | 0.70% | +308+2.3% | Added |
| Peak Asset Management, LLC | 13,917 | $984.6K | 0.18% | +604+4.5% | Added |
| LifeSteps Financial, Inc. | 13,930 | $985.6K | 0.68% | +201+1.5% | Added |
| Sunpointe, LLC | 13,837 | $986.0K | 0.39% | +7,511+118.7% | Added |
| Blue Edge Capital, LLC | 13,939 | $986.2K | 0.15% | −21−0.2% | Reduced |
| Waddell & Associates, LLC | 13,944 | $986.5K | 0.11% | −2,585−15.6% | Reduced |
| Stonebrook Private Inc. | 13,977 | $988.9K | 0.23% | +848+6.5% | Added |
| First Financial Bank - Trust Division | 13,983 | $989.3K | 0.09% | +505+3.7% | Added |
| Security National Bank of Sioux City Iowa | 13,989 | $989.7K | 0.69% | −2,170−13.4% | Reduced |
| Morse Asset Management, Inc | 13,990 | $989.8K | 0.22% | +400+2.9% | Added |
| Aristotle Atlantic Partners, LLC | 14,000 | $990.5K | 0.03% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 14,002 | $990.6K | 0.21% | +520+3.9% | Added |
| ACT Advisors, LLC. | 14,030 | $992.6K | 0.46% | +771+5.8% | Added |
| Roxbury Financial LLC | 14,050 | $994.0K | 0.97% | −345−2.4% | Reduced |