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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 21,917 | $1.55M | 0.12% | −4,950−18.4% | Reduced |
| Northern Financial Advisors Inc | 21,922 | $1.55M | 1.16% | +89+0.4% | Added |
| Invst, LLC | 21,945 | $1.55M | 0.19% | −503−2.2% | Reduced |
| Beacon Investment Advisors LLC | 22,077 | $1.55M | 0.67% | +53+0.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 21,966 | $1.55M | 0.57% | +45+0.2% | Added |
| M.E. Allison & Co., Inc. | 22,047 | $1.56M | 1.25% | −4,053−15.5% | Reduced |
| Luts & Greenleigh Group, Inc | 22,056 | $1.56M | 1.50% | +60+0.3% | Added |
| OmniStar Financial Group, Inc. | 22,059 | $1.56M | 1.17% | +2,503+12.8% | Added |
| Aviso Financial Inc. | 22,062 | $1.56M | 0.07% | +1,049+5.0% | Added |
| T. Rowe Price Investment Management, Inc. | 22,062 | $1.56M | 0.00% | +15,356+229.0% | Added |
| Personal Cfo Solutions, LLC | 22,153 | $1.57M | 0.29% | +299+1.4% | Added |
| Canal Capital Management, LLC | 22,244 | $1.57M | 0.25% | +2,235+11.2% | Added |
| Garrison Point Advisors, LLC | 22,258 | $1.57M | 0.72% | −350−1.5% | Reduced |
| Greenfield Savings Bank | 22,341 | $1.58M | 0.72% | +1,631+7.9% | Added |
| Diligent Investors, LLC | 22,346 | $1.58M | 0.37% | −619−2.7% | Reduced |
| Ausdal Financial Partners, Inc. | 22,410 | $1.59M | 0.11% | +5,668+33.9% | Added |
| Clark & Stuart, Inc | 22,258 | $1.59M | 1.19% | −3,031−12.0% | Reduced |
| JGP Wealth Management, LLC | 22,416 | $1.59M | 0.19% | +20.0% | Added |
| Brandywine Oak Private Wealth LLC | 22,472 | $1.59M | 0.15% | −109−0.5% | Reduced |
| Stiles Financial Services Inc | 22,573 | $1.60M | 0.55% | −1,715−7.1% | Reduced |
| VeraBank, N.A. | 22,609 | $1.60M | 0.32% | +2,124+10.4% | Added |
| Bedel Financial Consulting, Inc. | 22,672 | $1.60M | 0.22% | −110−0.5% | Reduced |
| Tang Capital Management LLC | 22,712 | $1.61M | 0.08% | −7,050−23.7% | Reduced |
| Essex Savings Bank | 22,727 | $1.61M | 0.38% | +122+0.5% | Added |
| Chesapeake Wealth Management | 22,730 | $1.61M | 0.54% | −288−1.3% | Reduced |
| Center for Financial Planning, Inc. | 22,787 | $1.61M | 0.18% | +100+0.4% | Added |
| New England Research & Management, Inc. | 22,858 | $1.62M | 0.77% | +159+0.7% | Added |
| Motiv8 Investments LLC | 22,867 | $1.62M | 0.99% | +1,686+8.0% | Added |
| Hall Capital Management Co Inc | 22,922 | $1.62M | 0.69% | +665+3.0% | Added |
| Lummis Asset Management, LP | 22,995 | $1.62M | 1.06% | −230−1.0% | Reduced |
| Key Financial Inc | 23,012 | $1.63M | 0.33% | −734−3.1% | Reduced |
| Integrity Alliance, LLC. | 23,090 | $1.63M | 0.09% | −45,795−66.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 23,181 | $1.64M | 0.03% | −9,538−29.2% | Reduced |
| Anderson Hoagland & Co | 23,186 | $1.64M | 0.16% | +23,186 | New |
| Twin City Private Wealth, LLC | 23,056 | $1.64M | 1.34% | +2,741+13.5% | Added |
| O'Brien Greene & Co. Inc | 23,208 | $1.64M | 0.54% | −1,250−5.1% | Reduced |
| Carson Advisory Inc. | 23,284 | $1.65M | 1.05% | +472+2.1% | Added |
| Monument Capital Management | 23,339 | $1.65M | 0.43% | +2,943+14.4% | Added |
| Golden State Equity Partners | 23,364 | $1.65M | 0.31% | +7,094+43.6% | Added |
| Stratos Wealth Advisors, LLC | 23,436 | $1.66M | 0.09% | −530−2.2% | Reduced |
| Marion Wealth Management | 23,446 | $1.66M | 0.42% | +18,270+353.0% | Added |
| Summit Global Investments | 23,503 | $1.66M | 0.10% | −127,283−84.4% | Reduced |
| Tranquility Partners, LLC | 23,525 | $1.66M | 0.59% | −99−0.4% | Reduced |
| BluePath Capital Management, LLC | 23,538 | $1.67M | 1.46% | +2,548+12.1% | Added |
| Financial Security Advisor, Inc. | 23,402 | $1.67M | 0.38% | +19+0.1% | Added |
| Mairs & Power Inc | 23,611 | $1.67M | 0.02% | +2,716+13.0% | Added |
| Navalign, LLC | 23,616 | $1.67M | 0.46% | −1,109−4.5% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 23,653 | $1.67M | 0.80% | −5,639−19.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 23,663 | $1.67M | 0.30% | −40−0.2% | Reduced |
| Catalyst Financial Partners LLC | 23,696 | $1.68M | 0.18% | +1,136+5.0% | Added |
| Brave Asset Management Inc | 23,810 | $1.68M | 0.46% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 23,822 | $1.69M | 0.26% | −239−1.0% | Reduced |
| Parsons Capital Management Inc | 23,842 | $1.69M | 0.10% | −94,666−79.9% | Reduced |
| Beaumont Financial Advisors, LLC | 23,865 | $1.69M | 0.12% | +114+0.5% | Added |
| Linscomb & Williams, Inc. | 23,907 | $1.69M | 0.08% | −1,432−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 23,915 | $1.69M | 0.01% | −169,704−87.6% | Reduced |
| Smith Anglin Financial, LLC | 23,921 | $1.69M | 0.15% | +71+0.3% | Added |
| Summit Place Financial Advisors, LLC | 23,935 | $1.69M | 0.85% | +425+1.8% | Added |
| Evoke Wealth, LLC | 23,844 | $1.70M | 0.04% | +2,467+11.5% | Added |
| IFC Advisors LLC | 24,152 | $1.71M | 0.32% | −76−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 24,180 | $1.71M | 0.54% | −177−0.7% | Reduced |
| Smith Shellnut Wilson LLC | 24,266 | $1.72M | 0.74% | −470−1.9% | Reduced |
| Creative Financial Designs Inc | 24,268 | $1.72M | 0.12% | +1,217+5.3% | Added |
| Symphony Financial, Ltd. Co. | 23,944 | $1.72M | 0.23% | +23,944 | New |
| Financial Council Asset Management Inc | 24,361 | $1.72M | 0.83% | 00.0% | Unchanged |
| Citizens & Northern Corp | 24,387 | $1.73M | 0.46% | +306+1.3% | Added |
| Burford Brothers, Inc. | 24,405 | $1.73M | 0.79% | 00.0% | Unchanged |
| Security National Bank of So Dak | 24,433 | $1.73M | 0.94% | −64−0.3% | Reduced |
| Home Federal Bank of Tennessee | 24,542 | $1.74M | 0.49% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 24,553 | $1.74M | 0.18% | +38+0.2% | Added |
| Twinbeech Capital LP | 24,571 | $1.74M | 0.04% | +4,782+24.2% | Added |
| AIMZ Investment Advisors, LLC | 24,577 | $1.74M | 0.58% | −62−0.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 24,378 | $1.74M | 0.05% | +7,087+41.0% | Added |
| Dodge & Cox | 24,635 | $1.74M | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 24,661 | $1.74M | 0.20% | −45−0.2% | Reduced |
| Aviance Capital Partners, LLC | 24,698 | $1.75M | 0.23% | +1,004+4.2% | Added |
| Meridian Management Co | 25,786 | $1.75M | 0.48% | −4,135−13.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 24,785 | $1.75M | 0.28% | +24,205+4,173.3% | Added |
| Harrell Investment Partners, LLC | 24,820 | $1.76M | 0.45% | −3,517−12.4% | Reduced |
| Scott & Selber, Inc. | 24,913 | $1.76M | 0.49% | +243+1.0% | Added |
| West Family Investments, Inc. | 24,983 | $1.77M | 0.46% | +6,488+35.1% | Added |
| First Bank & Trust | 25,007 | $1.77M | 0.32% | −630−2.5% | Reduced |
| Brown Financial Advisors | 25,088 | $1.77M | 0.69% | −43−0.2% | Reduced |
| Goepper Burkhardt LLC | 25,098 | $1.78M | 0.65% | +932+3.9% | Added |
| Aull & Monroe Investment Management Corp | 25,132 | $1.78M | 0.95% | −515−2.0% | Reduced |
| Mayflower Financial Advisors, LLC | 25,145 | $1.78M | 0.25% | +1,653+7.0% | Added |
| DF Dent & Co Inc | 25,167 | $1.78M | 0.02% | +905+3.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 25,190 | $1.78M | 0.06% | +860+3.5% | Added |
| Curbstone Financial Management Corp | 25,196 | $1.78M | 0.37% | −1,551−5.8% | Reduced |
| Everhart Financial Group, Inc. | 25,395 | $1.80M | 0.21% | +1,588+6.7% | Added |
| Clarius Group, LLC | 25,399 | $1.80M | 0.10% | −185−0.7% | Reduced |
| Marex Group plc | 25,404 | $1.80M | 0.03% | +7,166+39.3% | Added |
| Bowen Hanes & Co Inc | 25,452 | $1.80M | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 26,527 | $1.81M | 0.11% | +2,391+9.9% | Added |
| Kentucky Trust Co | 25,574 | $1.81M | 1.04% | −400−1.5% | Reduced |
| Tompkins Financial Corp | 25,589 | $1.81M | 0.17% | −3,725−12.7% | Reduced |
| TD Capital Management LLC | 25,605 | $1.81M | 0.17% | +100.0% | Added |
| Westhampton Capital, LLC | 25,638 | $1.81M | 0.94% | +3,200+14.3% | Added |
| XML Financial, LLC | 25,686 | $1.82M | 0.16% | +531+2.1% | Added |
| SeaCrest Wealth Management, LLC | 25,824 | $1.83M | 0.20% | −1,992−7.2% | Reduced |