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 |
|---|---|---|---|---|---|
| Measured Risk Portfolios, Inc. | 25,839 | $1.83M | 2.04% | −455−1.7% | Reduced |
| Spire Wealth Management | 25,899 | $1.83M | 0.07% | −13,493−34.3% | Reduced |
| Nations Financial Group Inc, | 25,944 | $1.84M | 0.13% | +2,054+8.6% | Added |
| Centaurus Financial, Inc. | 25,967 | $1.84M | 0.11% | −8,253−24.1% | Reduced |
| Schnieders Capital Management LLC | 25,992 | $1.84M | 0.32% | −1,921−6.9% | Reduced |
| Cornerstone Wealth Group, LLC | 26,003 | $1.84M | 0.14% | +2,166+9.1% | Added |
| ICONIQ Capital, LLC | 26,017 | $1.84M | 0.03% | +2,140+9.0% | Added |
| EverSource Wealth Advisors, LLC | 26,033 | $1.84M | 0.08% | −100−0.4% | Reduced |
| Perpetual Ltd | 26,038 | $1.84M | 0.02% | −2,400−8.4% | Reduced |
| Boltwood Capital Management | 26,123 | $1.85M | 0.53% | −132−0.5% | Reduced |
| Grimes & Company, Inc. | 26,140 | $1.85M | 0.05% | +2,563+10.9% | Added |
| Gries Financial LLC | 26,294 | $1.86M | 0.34% | −289−1.1% | Reduced |
| Tevis Investment Management | 26,141 | $1.86M | 1.19% | +90.0% | Added |
| Lakeshore Capital Group, Inc. | 26,391 | $1.87M | 1.66% | +1,558+6.3% | Added |
| Inman Jager Wealth Management, LLC | 26,429 | $1.87M | 1.26% | +452+1.7% | Added |
| Northeast Financial Consultants Inc | 26,456 | $1.87M | 0.08% | −7,213−21.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 26,458 | $1.87M | 0.35% | +1,672+6.7% | Added |
| Sage Mountain Advisors LLC | 26,490 | $1.87M | 0.12% | +1,467+5.9% | Added |
| Kovack Advisors, Inc. | 26,547 | $1.88M | 0.18% | −1,064−3.9% | Reduced |
| Terry L. Blaker | 26,591 | $1.88M | 0.07% | −9,481−26.3% | Reduced |
| QVR LLC | 26,591 | $1.88M | 1.90% | +26,591 | New |
| Wolff Wiese Magana LLC | 26,618 | $1.88M | 1.17% | −1,628−5.8% | Reduced |
| Biltmore Family Office, LLC | 26,441 | $1.88M | 0.32% | +6,130+30.2% | Added |
| Jefferies Financial Group Inc. | 26,649 | $1.89M | 0.03% | −5,465−17.0% | Reduced |
| Weaver Capital Management LLC | 26,658 | $1.89M | 0.46% | −832−3.0% | Reduced |
| SageView Advisory Group, LLC | 27,705 | $1.89M | 0.07% | +1,336+5.1% | Added |
| ARS Wealth Advisors Group, LLC | 26,674 | $1.89M | 0.22% | +684+2.6% | Added |
| Exeter Financial, LLC | 26,710 | $1.89M | 0.84% | −661−2.4% | Reduced |
| Bell Bank | 26,710 | $1.89M | 0.09% | +3,099+13.1% | Added |
| Premier Fund Managers Ltd | 26,871 | $1.89M | 0.07% | −58,361−68.5% | Reduced |
| Hudock, Inc. | 26,714 | $1.89M | 0.30% | +168+0.6% | Added |
| Finer Wealth Management, Inc. | 26,719 | $1.89M | 1.01% | −70−0.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 26,735 | $1.89M | 0.76% | +9,265+53.0% | Added |
| Neo Ivy Capital Management | 26,758 | $1.89M | 0.60% | +15,068+128.9% | Added |
| Providence Wealth Advisors, LLC | 26,994 | $1.90M | 1.30% | −508−1.8% | Reduced |
| Hudson Canyon Capital Management | 26,823 | $1.90M | 1.18% | +26,823 | New |
| Royal Fund Management, LLC | 26,917 | $1.90M | 0.20% | −6,700−19.9% | Reduced |
| M. Kulyk & Associates, LLC | 27,019 | $1.91M | 0.42% | −25−0.1% | Reduced |
| Beacon Financial Advisory LLC | 27,075 | $1.92M | 0.50% | +484+1.8% | Added |
| Icon Wealth Advisors, LLC | 27,166 | $1.92M | 0.14% | +10,296+61.0% | Added |
| Dynamic Technology Lab Private Ltd | 27,256 | $1.93M | 0.26% | +24,325+829.9% | Added |
| Silver Lake Advisory, LLC | 27,280 | $1.93M | 0.82% | +165+0.6% | Added |
| Eclectic Associates Inc | 27,350 | $1.93M | 0.42% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 27,396 | $1.94M | 1.54% | +2,414+9.7% | Added |
| Sunflower Bank, N.A. | 27,480 | $1.94M | 0.49% | −372−1.3% | Reduced |
| Focus Financial Network, Inc. | 27,383 | $1.95M | 0.08% | +286+1.1% | Added |
| Valicenti Advisory Services Inc | 27,594 | $1.95M | 0.46% | −905−3.2% | Reduced |
| Naples Global Advisors, LLC | 27,479 | $1.96M | 0.17% | +1,305+5.0% | Added |
| Rydar Equities, Inc. | 27,684 | $1.96M | 1.55% | +27,684 | New |
| Empire Financial Management Company, LLC | 27,785 | $1.97M | 0.57% | −145−0.5% | Reduced |
| Veracity Capital LLC | 27,843 | $1.97M | 0.68% | −563−2.0% | Reduced |
| Heritage Wealth Management, Inc. | 27,854 | $1.97M | 0.64% | −1,138−3.9% | Reduced |
| Gsa Capital Partners LLP | 27,867 | $1.97M | 0.14% | −6,882−19.8% | Reduced |
| Legacy Financial Advisors, Inc. | 28,079 | $1.99M | 0.31% | +903+3.3% | Added |
| TFG Advisers LLC | 28,099 | $1.99M | 0.68% | +1,022+3.8% | Added |
| Bonness Enterprises Inc | 28,100 | $1.99M | 0.65% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 28,182 | $1.99M | 0.21% | −288−1.0% | Reduced |
| North Star Asset Management Inc | 28,205 | $2.00M | 0.08% | +833+3.0% | Added |
| Arbor Capital Management Inc | 28,887 | $2.00M | 1.74% | −2,055−6.6% | Reduced |
| Access Financial Services, Inc. | 28,275 | $2.00M | 0.76% | −179−0.6% | Reduced |
| Journey Strategic Wealth LLC | 28,348 | $2.01M | 0.07% | +16,809+145.7% | Added |
| BSW Wealth Partners | 28,374 | $2.01M | 0.28% | −260−0.9% | Reduced |
| Mirabaud & Cie SA | 28,383 | $2.01M | 0.64% | +28,383 | New |
| St Germain D J Co Inc | 28,398 | $2.01M | 0.09% | +7,340+34.9% | Added |
| Lee Financial Co | 28,356 | $2.01M | 0.29% | +1,598+6.0% | Added |
| Stamos Capital Partners, L.P. | 28,441 | $2.01M | 0.36% | +561+2.0% | Added |
| Widmann Financial Services, Inc. | 28,495 | $2.02M | 1.41% | +440+1.6% | Added |
| Baker Avenue Asset Management, LP | 28,523 | $2.02M | 0.06% | +181+0.6% | Added |
| JFS Wealth Advisors, LLC | 28,573 | $2.02M | 0.13% | +138+0.5% | Added |
| Accretive Wealth Partners, LLC | 28,678 | $2.03M | 0.67% | +374+1.3% | Added |
| Northstar Advisory Group, LLC | 28,686 | $2.03M | 0.99% | +20,334+243.5% | Added |
| Mirabella Financial Services LLP | 28,688 | $2.03M | 0.21% | +28,688 | New |
| Cobblestone Capital Advisors LLC | 28,709 | $2.03M | 0.10% | −2,432−7.8% | Reduced |
| Wellington Shields & Co., LLC | 28,775 | $2.04M | 0.58% | +11,800+69.5% | Added |
| Anb Bank | 28,779 | $2.04M | 0.91% | −3,905−11.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 28,820 | $2.04M | 1.09% | +378+1.3% | Added |
| Fidelis Capital Partners, LLC | 29,380 | $2.04M | 0.19% | +456+1.6% | Added |
| Gen-Wealth Partners Inc | 28,877 | $2.04M | 0.79% | −512−1.7% | Reduced |
| Axq Capital, LP | 28,897 | $2.04M | 0.66% | +11,235+63.6% | Added |
| Papp L Roy & Associates | 28,934 | $2.05M | 0.24% | +140.0% | Added |
| Transcend Wealth Collective, LLC | 29,012 | $2.05M | 0.16% | −3,863−11.8% | Reduced |
| Correct Capital Wealth Management | 29,040 | $2.05M | 0.40% | +793+2.8% | Added |
| Secure Asset Management, LLC | 29,058 | $2.06M | 0.38% | −9,988−25.6% | Reduced |
| Washington Trust Co | 29,069 | $2.06M | 0.07% | +131+0.5% | Added |
| Chapman Financial Group, LLC | 29,230 | $2.07M | 1.75% | +29,230 | New |
| KG&L Capital Management,LLC | 29,318 | $2.07M | 0.61% | +19,202+189.8% | Added |
| LMG Wealth Partners, LLC | 29,603 | $2.09M | 0.43% | +1,410+5.0% | Added |
| Clare Market Investments LLC | 29,676 | $2.10M | 0.47% | +963+3.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 29,707 | $2.10M | 0.10% | +90.0% | Added |
| 111 Capital | 29,729 | $2.10M | 0.36% | +10,015+50.8% | Added |
| Ridgecrest Wealth Partners, LLC | 29,808 | $2.11M | 1.11% | −600−2.0% | Reduced |
| Howard Capital Management Inc. | 29,610 | $2.11M | 0.03% | +6,798+29.8% | Added |
| Silverlake Wealth Management LLC | 29,842 | $2.11M | 0.62% | +909+3.1% | Added |
| Winch Advisory Services, LLC | 29,852 | $2.11M | 0.52% | −565−1.9% | Reduced |
| LaFleur & Godfrey LLC | 29,945 | $2.12M | 0.26% | −2,294−7.1% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $2.12M | 0.45% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 30,079 | $2.13M | 0.09% | −457−1.5% | Reduced |
| Adirondack Trust Co | 30,131 | $2.13M | 0.77% | −297−1.0% | Reduced |
| Intrust Bank NA | 30,281 | $2.14M | 0.19% | +610+2.1% | Added |
| Cetera Trust Company, N.A | 30,371 | $2.15M | 1.28% | +150+0.5% | Added |