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 |
|---|---|---|---|---|---|
| Thomas Story & Son LLC | 53,734 | $3.80M | 1.46% | −355−0.7% | Reduced |
| Callahan Advisors, LLC | 53,806 | $3.81M | 0.34% | +285+0.5% | Added |
| Integrated Advisors Network LLC | 53,893 | $3.81M | 0.17% | −43,878−44.9% | Reduced |
| Ameritas Advisory Services, LLC | 53,930 | $3.82M | 0.20% | −6,084−10.1% | Reduced |
| Neville Rodie & Shaw Inc | 54,300 | $3.84M | 0.29% | −1,555−2.8% | Reduced |
| Tritonpoint Wealth, LLC | 54,041 | $3.85M | 0.36% | +2,646+5.1% | Added |
| Shepherd Financial Partners LLC | 54,724 | $3.87M | 0.41% | −178−0.3% | Reduced |
| Choate Investment Advisors | 54,793 | $3.88M | 0.08% | −5,860−9.7% | Reduced |
| GWN Securities Inc. | 55,159 | $3.91M | 0.73% | −177,997−76.3% | Reduced |
| Diversify Wealth Management, LLC | 55,379 | $3.92M | 0.24% | +4,526+8.9% | Added |
| Los Angeles Capital Management LLC | 55,652 | $3.94M | 0.01% | −488,301−89.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 55,673 | $3.94M | 0.30% | −2,461−4.2% | Reduced |
| Broadwater Capital Management LLC | 3,939,714 | $3.94M | 3.06% | +3,883,429+6,899.6% | Added |
| Chatham Capital Group, Inc. | 55,811 | $3.95M | 0.60% | −2,729−4.7% | Reduced |
| Main Street Financial Solutions, LLC | 55,821 | $3.95M | 0.29% | +5,285+10.5% | Added |
| R.H. Dinel Investment Counsel, Inc. | 55,850 | $3.95M | 2.63% | −1,675−2.9% | Reduced |
| Zions Bancorporation, National Association | 56,464 | $3.99M | 0.21% | −31,247−35.6% | Reduced |
| Caldwell Trust Co | 56,781 | $4.02M | 0.40% | −951−1.6% | Reduced |
| Riverview Capital Advisers, LLC | 56,872 | $4.02M | 1.15% | −3,657−6.0% | Reduced |
| First City Capital Management, Inc. | 56,929 | $4.03M | 2.32% | +666+1.2% | Added |
| Sciencast Management LP | 56,933 | $4.03M | 0.83% | +5,631+11.0% | Added |
| Good Life Advisors, LLC | 57,053 | $4.04M | 0.25% | +348+0.6% | Added |
| Accuvest Global Advisors | 57,198 | $4.05M | 2.63% | +33,003+136.4% | Added |
| MEMBERS Trust Co | 57,208 | $4.05M | 0.14% | +2,491+4.6% | Added |
| Burney Co | 57,241 | $4.05M | 0.14% | −2,387−4.0% | Reduced |
| Semmax Financial Advisors Inc. | 57,662 | $4.06M | 1.04% | +778+1.4% | Added |
| Mechanics Bank Trust Department | 57,535 | $4.07M | 0.58% | −14,190−19.8% | Reduced |
| Cannon Financial Strategists, Inc. | 57,883 | $4.10M | 0.65% | +40+0.1% | Added |
| Hallmark Capital Management Inc | 58,319 | $4.13M | 0.30% | +613+1.1% | Added |
| Argent Advisors, Inc. | 58,388 | $4.13M | 1.28% | +835+1.5% | Added |
| Princeton Global Asset Management LLC | 58,659 | $4.15M | 0.75% | −2,713−4.4% | Reduced |
| Oppenheimer Asset Management Inc. | 58,848 | $4.16M | 0.05% | −2,311−3.8% | Reduced |
| Kinloch Capital, LLC | 59,003 | $4.17M | 1.94% | +960+1.7% | Added |
| Burns J W & Co Inc | 59,008 | $4.17M | 0.51% | +393+0.7% | Added |
| Trust Co of Vermont | 59,124 | $4.18M | 0.20% | +705+1.2% | Added |
| MSH Capital Advisors LLC | 59,724 | $4.23M | 1.22% | +270.0% | Added |
| Jarislowsky, Fraser Ltd | 59,738 | $4.23M | 0.02% | −100−0.2% | Reduced |
| Moody National Bank Trust Division | 59,801 | $4.23M | 0.39% | +3,343+5.9% | Added |
| Philip James Wealth Mangement, LLC | 59,815 | $4.23M | 0.54% | −8,965−13.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 59,840 | $4.24M | 0.25% | −4,522−7.0% | Reduced |
| Rodgers Brothers Inc. | 60,008 | $4.25M | 0.54% | −58,807−49.5% | Reduced |
| Mutual Advisors, LLC | 61,809 | $4.28M | 0.11% | +4,302+7.5% | Added |
| Stonebridge Financial Group, LLC | 60,536 | $4.28M | 0.42% | +60.0% | Added |
| Fort Washington Investment Advisors Inc | 60,882 | $4.31M | 0.02% | −2,482−3.9% | Reduced |
| Charter Trust Co | 60,886 | $4.31M | 0.28% | −270.0% | Reduced |
| Arlington Partners LLC | 60,898 | $4.31M | 1.59% | −953−1.5% | Reduced |
| WealthBridge Investment Counsel Inc. | 60,950 | $4.31M | 1.40% | −1,925−3.1% | Reduced |
| TCW Group Inc | 60,994 | $4.32M | 0.03% | −85,755−58.4% | Reduced |
| North Star Investment Management Corp. | 61,067 | $4.32M | 0.30% | +272+0.4% | Added |
| Ingalls & Snyder LLC | 61,219 | $4.33M | 0.15% | −936−1.5% | Reduced |
| Physicians Financial Services, Inc. | 61,225 | $4.33M | 1.29% | −1,199−1.9% | Reduced |
| Capital Asset Advisory Services LLC | 60,444 | $4.33M | 0.20% | −8,007−11.7% | Reduced |
| Pitcairn Co | 61,247 | $4.33M | 0.28% | −4,520−6.9% | Reduced |
| Concord Wealth Partners | 61,457 | $4.35M | 0.63% | −10,501−14.6% | Reduced |
| Concord Asset Management, LLC | 61,457 | $4.35M | 0.65% | +3,250+5.6% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 61,622 | $4.36M | 0.17% | −13,882−18.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 61,851 | $4.38M | 0.52% | +4,081+7.1% | Added |
| Harbor Capital Advisors, Inc. | 61,916 | $4.38M | 0.18% | −356−0.6% | Reduced |
| Weik Capital Management | 62,120 | $4.39M | 1.74% | −50−0.1% | Reduced |
| Birmingham Capital Management Co Inc | 62,239 | $4.40M | 1.95% | −11,650−15.8% | Reduced |
| Parthenon LLC | 62,334 | $4.41M | 0.50% | −2,839−4.4% | Reduced |
| Wedmont Private Capital | 63,475 | $4.41M | 0.19% | +10,068+18.9% | Added |
| IFP Advisors, Inc | 61,144 | $4.42M | 0.13% | −1,309−2.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 62,661 | $4.43M | 0.25% | −1,573−2.4% | Reduced |
| Tufton Capital Management | 62,701 | $4.44M | 0.84% | −2,450−3.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 62,819 | $4.44M | 0.37% | −35−0.1% | Reduced |
| Jacobs & Co | 63,005 | $4.46M | 0.44% | −4,458−6.6% | Reduced |
| Nicollet Investment Management, Inc. | 63,281 | $4.48M | 1.50% | −2,584−3.9% | Reduced |
| Verum Partners LLC | 63,511 | $4.49M | 1.04% | +919+1.5% | Added |
| DT Investment Partners, LLC | 63,610 | $4.50M | 0.40% | 00.0% | Unchanged |
| Beacon Financial Group | 63,718 | $4.51M | 0.47% | −3,891−5.8% | Reduced |
| Bogart Wealth, LLC | 63,831 | $4.52M | 0.19% | −620−1.0% | Reduced |
| Chilton Capital Management LLC | 64,148 | $4.54M | 0.17% | +1,561+2.5% | Added |
| Canada Post Corp Registered Pension Plan | 64,204 | $4.54M | 0.27% | −87,529−57.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 64,447 | $4.56M | 0.86% | −6,732−9.5% | Reduced |
| Lafayette Investments, Inc. | 64,451 | $4.56M | 0.92% | −183−0.3% | Reduced |
| PDS Planning, Inc | 64,591 | $4.57M | 0.34% | +4,758+8.0% | Added |
| Buckingham Strategic Partners | 64,653 | $4.57M | 0.06% | −5,266−7.5% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 64,628 | $4.57M | 0.38% | +2,018+3.2% | Added |
| Verity & Verity, LLC | 64,937 | $4.59M | 0.39% | −56−0.1% | Reduced |
| BancorpSouth Bank | 64,946 | $4.59M | 0.30% | −3,314−4.9% | Reduced |
| RFP Financial Group LLC | 65,097 | $4.61M | 1.90% | −4,051−5.9% | Reduced |
| Smith, Salley & Associates | 65,524 | $4.64M | 0.27% | +4,285+7.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 65,698 | $4.65M | 0.75% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 65,802 | $4.66M | 0.17% | +2,294+3.6% | Added |
| Capital Analysts, LLC | 65,849 | $4.66M | 0.16% | +1,705+2.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 66,191 | $4.68M | 1.05% | +66,191 | New |
| Evelyn Partners Investment Management Services Ltd | 66,737 | $4.72M | 0.71% | +7,661+13.0% | Added |
| Waverton Investment Management Ltd | 66,773 | $4.72M | 0.07% | −44,314−39.9% | Reduced |
| Harvest Fund Management Co., Ltd | 66,978 | $4.74M | 0.22% | −6,854−9.3% | Reduced |
| Ethic Inc. | 67,458 | $4.74M | 0.08% | +5,586+9.0% | Added |
| Brevan Howard Capital Management LP | 67,288 | $4.76M | 0.05% | +41,807+164.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 67,493 | $4.78M | 2.16% | +361+0.5% | Added |
| Sigma Investment Counselors Inc | 67,628 | $4.78M | 0.26% | +3,080+4.8% | Added |
| Csenge Advisory Group | 66,700 | $4.81M | 0.25% | −527−0.8% | Reduced |
| Boston Private Wealth LLC | 68,442 | $4.84M | 0.26% | +68,442 | New |
| Shilanski & Associates, Inc. | 67,959 | $4.84M | 1.38% | −790−1.1% | Reduced |
| ISAM Funds (UK) Ltd | 68,768 | $4.87M | 1.07% | +68,768 | New |
| TSA Wealth Managment LLC | 68,792 | $4.87M | 1.78% | −288−0.4% | Reduced |
| Wallace Capital Management Inc. | 68,961 | $4.88M | 0.66% | −4,514−6.1% | Reduced |