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 |
|---|---|---|---|---|---|
| Somerville Kurt F | 16,630 | $1.18M | 0.20% | −1,600−8.8% | Reduced |
| Fairvoy Private Wealth, LLC | 16,649 | $1.18M | 0.29% | +83+0.5% | Added |
| Guinness Atkinson Asset Management Inc | 16,675 | $1.18M | 0.62% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 16,676 | $1.18M | 0.06% | +140+0.8% | Added |
| Bridgewater Advisors Inc. | 17,020 | $1.18M | 0.09% | +627+3.8% | Added |
| Precedent Wealth Partners, LLC | 16,728 | $1.18M | 0.29% | +16,728 | New |
| Central Bank & Trust Co | 16,730 | $1.18M | 0.19% | +636+4.0% | Added |
| Infrastructure Capital Advisors, LLC | 16,780 | $1.19M | 0.14% | +3,429+25.7% | Added |
| Castlekeep Investment Advisors LLC | 16,784 | $1.19M | 0.58% | −2,724−14.0% | Reduced |
| MidWestOne Financial Group, Inc. | 16,785 | $1.19M | 0.15% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 16,797 | $1.19M | 0.37% | −80.0% | Reduced |
| Mayfair Advisory Group, LLC | 16,946 | $1.19M | 0.56% | +50.0% | Added |
| America First Investment Advisors, LLC | 16,848 | $1.19M | 0.24% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 16,905 | $1.20M | 0.80% | −196−1.1% | Reduced |
| Allen Wealth Management, LLC | 16,908 | $1.20M | 0.84% | +70+0.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 16,912 | $1.20M | 0.70% | +434+2.6% | Added |
| J.Safra Asset Management Corp | 16,919 | $1.20M | 0.08% | +10,506+163.8% | Added |
| Cassia Capital Partners, LLC | 16,952 | $1.20M | 0.72% | −629−3.6% | Reduced |
| Provident Investment Management, Inc. | 17,000 | $1.20M | 0.10% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 17,105 | $1.20M | 0.12% | +382+2.3% | Added |
| Successful Portfolios LLC | 17,025 | $1.20M | 0.74% | +10.0% | Added |
| 3Chopt Investment Partners, LLC | 16,899 | $1.20M | 0.29% | −1,491−8.1% | Reduced |
| GSB Wealth Management, LLC | 17,067 | $1.21M | 0.30% | −1,815−9.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 17,118 | $1.21M | 0.49% | +1,630+10.5% | Added |
| O'Rourke & Company, Inc | 17,089 | $1.21M | 0.56% | −40.0% | Reduced |
| ZEGA Investments, LLC | 17,095 | $1.21M | 0.30% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 17,130 | $1.21M | 0.78% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 17,132 | $1.21M | 0.14% | +1,682+10.9% | Added |
| Aire Advisors, LLC | 17,143 | $1.21M | 0.23% | +22+0.1% | Added |
| PFG Advisors | 17,144 | $1.21M | 0.06% | +3,291+23.8% | Added |
| Ballast Advisors LLC | 17,188 | $1.22M | 0.36% | +100+0.6% | Added |
| Marathon Capital Management | 17,220 | $1.22M | 0.31% | −400−2.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 17,232 | $1.22M | 0.30% | −472−2.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 17,656 | $1.22M | 0.34% | +312+1.8% | Added |
| Core Wealth Partners LLC | 17,254 | $1.22M | 0.62% | +275+1.6% | Added |
| Windsor Capital Management, LLC | 17,310 | $1.22M | 0.36% | −671−3.7% | Reduced |
| G&S Capital LLC | 17,337 | $1.23M | 0.49% | −50.0% | Reduced |
| Means Investment Co., Inc. | 17,370 | $1.23M | 0.12% | −14−0.1% | Reduced |
| HMS Capital Management, LLC | 17,387 | $1.23M | 0.55% | −1,310−7.0% | Reduced |
| Beck Mack & Oliver LLC | 17,421 | $1.23M | 0.02% | −2,120−10.8% | Reduced |
| Grove Bank & Trust | 17,433 | $1.23M | 0.15% | +341+2.0% | Added |
| Culbertson A N & Co Inc | 17,446 | $1.23M | 0.19% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 17,477 | $1.24M | 0.09% | +2,279+15.0% | Added |
| Butensky & Cohen Financial Security, Inc | 17,498 | $1.24M | 0.37% | −2,784−13.7% | Reduced |
| Old North State Trust, LLC | 17,527 | $1.24M | 0.85% | −779−4.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 17,555 | $1.24M | 0.19% | +259+1.5% | Added |
| Procyon Private Wealth Partners, LLC | 17,580 | $1.24M | 0.12% | −59,793−77.3% | Reduced |
| VestGen Advisors, LLC | 17,763 | $1.25M | 0.05% | +1,440+8.8% | Added |
| GM Advisory Group, Inc. | 17,653 | $1.25M | 0.06% | +711+4.2% | Added |
| Coco Enterprises, LLC | 17,663 | $1.25M | 0.72% | +553+3.2% | Added |
| Harbor Investment Advisory, LLC | 17,707 | $1.25M | 0.11% | +1,668+10.4% | Added |
| Revisor Wealth Management LLC | 17,964 | $1.25M | 0.45% | +6,574+57.7% | Added |
| Eagle Bay Advisors LLC | 17,607 | $1.25M | 1.04% | −423−2.3% | Reduced |
| Plancorp, LLC | 17,779 | $1.26M | 0.04% | +1,315+8.0% | Added |
| Legacy Wealth Asset Management, LLC | 17,817 | $1.26M | 0.32% | −29−0.2% | Reduced |
| Autumn Glory Partners, LLC | 17,837 | $1.26M | 0.59% | +1,396+8.5% | Added |
| Wealth Group, Ltd. | 17,853 | $1.26M | 1.25% | −7,923−30.7% | Reduced |
| Truvestments Capital LLC | 17,867 | $1.26M | 0.25% | −2,074−10.4% | Reduced |
| Spinnaker Trust | 17,963 | $1.27M | 0.08% | 00.0% | Unchanged |
| Philadelphia Trust Co | 17,969 | $1.27M | 0.10% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 17,988 | $1.27M | 1.59% | −81−0.4% | Reduced |
| WBH Advisory Inc | 17,992 | $1.27M | 0.11% | −211−1.2% | Reduced |
| Private Capital Advisors, Inc. | 18,000 | $1.27M | 0.16% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 18,002 | $1.27M | 0.01% | +508+2.9% | Added |
| Blackhawk Capital Partners LLC. | 18,010 | $1.27M | 0.59% | +239+1.3% | Added |
| Proficio Capital Partners LLC | 18,019 | $1.27M | 0.08% | +1,188+7.1% | Added |
| Financial Advisory Service, Inc. | 18,062 | $1.28M | 0.09% | +131+0.7% | Added |
| Hexagon Capital Partners LLC | 18,080 | $1.28M | 0.28% | +552+3.1% | Added |
| Bearing Point Capital, LLC | 18,157 | $1.28M | 0.24% | +537+3.0% | Added |
| Blue Fin Capital, Inc. | 18,163 | $1.29M | 0.22% | −561−3.0% | Reduced |
| Hudson Value Partners, LLC | 18,191 | $1.29M | 0.44% | −275−1.5% | Reduced |
| Retirement Guys Formula LLC | 18,194 | $1.29M | 0.49% | +949+5.5% | Added |
| Providence First Trust Co | 18,202 | $1.29M | 0.45% | +22+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 18,231 | $1.29M | 0.46% | −1,072−5.6% | Reduced |
| Smithfield Trust Co | 18,239 | $1.29M | 0.06% | −150−0.8% | Reduced |
| Delta Asset Management LLC | 18,249 | $1.29M | 0.11% | −615−3.3% | Reduced |
| BEAM Asset Management, LLC | 18,367 | $1.30M | 0.39% | +545+3.1% | Added |
| Anchor Capital Advisors LLC | 18,393 | $1.30M | 0.04% | −2,145−10.4% | Reduced |
| Venturi Wealth Management, LLC | 18,434 | $1.30M | 0.06% | +1,502+8.9% | Added |
| Cito Capital Group, LLC | 18,360 | $1.31M | 0.46% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 18,504 | $1.31M | 0.36% | −267−1.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 18,519 | $1.31M | 0.47% | +1,032+5.9% | Added |
| Hedeker Wealth, LLC | 18,609 | $1.32M | 0.31% | +67+0.4% | Added |
| Advisory Alpha, LLC | 18,617 | $1.32M | 0.04% | −437−2.3% | Reduced |
| Claro Advisors LLC | 18,624 | $1.32M | 0.22% | −5,937−24.2% | Reduced |
| Fiduciary Family Office, LLC | 18,641 | $1.32M | 0.43% | +1,641+9.7% | Added |
| St. Johns Investment Management Company, LLC | 18,649 | $1.32M | 0.61% | −693−3.6% | Reduced |
| TCM Advisors, LLC | – | $1.32M | 1.10% | – | – |
| Eisler Capital Management Ltd. | 18,706 | $1.32M | 0.05% | +18,173+3,409.6% | Added |
| Bank & Trust Co | 18,708 | $1.32M | 1.05% | −19−0.1% | Reduced |
| Manchester Capital Management LLC | 18,717 | $1.32M | 0.17% | −7,016−27.3% | Reduced |
| Accurate Wealth Management, LLC | 18,981 | $1.32M | 0.20% | +3,738+24.5% | Added |
| Baader Bank INC | 19,239 | $1.32M | 0.11% | +3,112+19.3% | Added |
| Confluence Wealth Services, Inc. | 18,729 | $1.33M | 0.07% | +94+0.5% | Added |
| Meridian Financial Partners LLC | 18,746 | $1.33M | 0.62% | +73+0.4% | Added |
| Cordatus Wealth Management LLC | 18,758 | $1.33M | 0.33% | +90.0% | Added |
| Alerus Financial NA | 18,757 | $1.33M | 0.10% | −10−0.1% | Reduced |
| Raleigh Capital Management Inc. | 18,766 | $1.33M | 0.56% | −4,571−19.6% | Reduced |
| MONECO Advisors, LLC | 18,776 | $1.33M | 0.12% | +324+1.8% | Added |
| Portfolio Design Labs, LLC | 18,790 | $1.33M | 0.26% | −16,527−46.8% | Reduced |