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
- 3,368
- +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
- 1,413 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Slocum, Gordon & Co LLP | 1,500 | $106.1K | 0.09% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,506 | $106.5K | 0.06% | −150−9.1% | Reduced |
| Coastline Trust Co | 1,511 | $106.9K | 0.01% | −10−0.7% | Reduced |
| Operose Advisors LLC | 1,522 | $107.7K | 0.03% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 1,521 | $108.4K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,536 | $108.7K | 0.02% | −110−6.7% | Reduced |
| Whipplewood Advisors, LLC | 1,550 | $109.7K | 0.06% | +191+14.1% | Added |
| Richardson Capital Management LLC | 1,550 | $109.7K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 1,564 | $110.0K | 0.03% | −67−4.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,564 | $110.7K | 0.03% | −350−18.3% | Reduced |
| 1 North Wealth Services LLC | 1,590 | $112.5K | 0.04% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,594 | $112.8K | 0.04% | +19+1.2% | Added |
| Lipe & Dalton | 1,600 | $113.0K | 0.06% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,600 | $113.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,633 | $116.5K | 0.01% | +80+5.2% | Added |
| TruNorth Capital Management, LLC | 1,658 | $117.3K | 0.03% | −547−24.8% | Reduced |
| Carolina Wealth Advisors, LLC | 1,659 | $117.4K | 0.06% | +1,208+267.8% | Added |
| Bank of Jackson Hole Trust | 1,662 | $117.6K | 0.07% | +330+24.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,722 | $121.9K | 0.05% | −3,451−66.7% | Reduced |
| Minot DeBlois Advisors LLC | 1,725 | $122.0K | 0.12% | −75−4.2% | Reduced |
| O'Brien Wealth Partners LLC | 1,734 | $122.6K | 0.02% | +12+0.7% | Added |
| Advantage Trust Co | 1,742 | $123.2K | 0.06% | +200+13.0% | Added |
| Millstone Evans Group, LLC | 1,780 | $125.9K | 0.09% | +136+8.3% | Added |
| Luken Investment Analytics, LLC | 1,800 | $127.3K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,816 | $128.5K | 0.04% | +3+0.2% | Added |
| Hager Investment Management Services, LLC | 1,825 | $129.2K | 0.08% | 00.0% | Unchanged |
| First Pacific Financial | 1,833 | $129.7K | 0.02% | +100+5.8% | Added |
| Quaker Wealth Management, LLC | 1,842 | $130.3K | 0.04% | +1,842 | New |
| CGC Financial Services, LLC | 1,849 | $130.8K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,853 | $132.7K | 0.05% | +1,853 | New |
| Catalina Capital Group, LLC | 14,697 | $134.4K | 0.09% | −10,339−41.3% | Reduced |
| WPG Advisers, LLC | 2,000 | $141.5K | 0.12% | −308−13.3% | Reduced |
| Knott David M Jr | 2,000 | $141.5K | 0.06% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2,013 | $142.4K | 0.06% | 00.0% | Unchanged |
| Belmont Capital, LLC | 2,014 | $142.5K | 0.02% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 2,043 | $144.6K | 0.13% | +14+0.7% | Added |
| Beaird Harris Wealth Management, LLC | 2,046 | $144.7K | 0.01% | +303+17.4% | Added |
| Aventura Private Wealth, LLC | 2,059 | $145.7K | 0.06% | +58+2.9% | Added |
| NewSquare Capital LLC | 2,101 | $148.7K | 0.01% | +893+73.9% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 2,129 | $150.6K | 0.03% | +2,129 | New |
| Intelligent Financial Strategies | 2,135 | $152.1K | 0.08% | +2+0.1% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,162 | $152.9K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 2,175 | $153.9K | 0.11% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,183 | $154.4K | 0.02% | +558+34.3% | Added |
| Hopwood Financial Services, Inc. | 2,202 | $155.8K | 0.12% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,243 | $155.8K | 0.08% | −19,150−89.5% | Reduced |
| First Community Trust NA | 2,246 | $158.9K | 0.13% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2,260 | $159.9K | 0.06% | −418−15.6% | Reduced |
| Clear Street Markets LLC | 2,270 | $160.6K | 0.06% | +2,270 | New |
| MB, Levis & Associates, LLC | 2,411 | $170.6K | 0.07% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2,457 | $173.8K | 0.03% | +48+2.0% | Added |
| Fourth Dimension Wealth, LLC | 2,468 | $174.6K | 0.07% | −200−7.5% | Reduced |
| Pacifica Partners Inc. | 2,518 | $177.1K | 0.07% | +150+6.3% | Added |
| Cornerstone Planning Group LLC | 2,609 | $180.2K | 0.04% | −71−2.6% | Reduced |
| Wolverine Asset Management LLC | 2,571 | $181.9K | 0.00% | +2,571 | New |
| WFA of San Diego, LLC | 2,575 | $182.2K | 0.13% | +2,575 | New |
| Plante Moran Financial Advisors, LLC | 2,584 | $182.8K | 0.01% | −3,070−54.3% | Reduced |
| Gladius Capital Management LP | 2,601 | $184.0K | 0.29% | −5,233−66.8% | Reduced |
| Atlas Capital Advisors LLC | 2,627 | $185.9K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 2,627 | $185.9K | 0.06% | −77−2.8% | Reduced |
| Covestor Ltd | 2,622 | $186.0K | 0.11% | −813−23.7% | Reduced |
| TSFG, LLC | 2,654 | $188.0K | 0.03% | +273+11.5% | Added |
| UMA Financial Services, Inc. | 2,670 | $188.9K | 0.03% | +100+3.9% | Added |
| Pflug Koory, LLC | 2,677 | $189.4K | 0.10% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 2,667 | $190.1K | 0.16% | +2,667 | New |
| Northwest Capital Management Inc | 2,693 | $190.5K | 0.10% | −1,554−36.6% | Reduced |
| Stephens Consulting, LLC | 2,722 | $192.6K | 0.05% | +155+6.0% | Added |
| Bullock Wealth Management Group | 2,697 | $193.3K | 0.10% | +85+3.3% | Added |
| Piscataqua Savings Bank | 2,753 | $194.8K | 0.16% | +45+1.7% | Added |
| Avalon Trust Co | 2,781 | $196.7K | 0.01% | +182+7.0% | Added |
| Barrett & Company, Inc. | 2,781 | $196.7K | 0.07% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,813 | $199.0K | 0.03% | −707−20.1% | Reduced |
| Cascades Capital Asset Management, LLC | 2,826 | $200.0K | 0.10% | +887+45.7% | Added |
| Berkshire Bank | 2,830 | $200.2K | 0.05% | −100−3.4% | Reduced |
| Alpha Financial Partners, LLC | 2,832 | $200.4K | 0.14% | −202−6.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 2,837 | $200.7K | 0.05% | −983−25.7% | Reduced |
| Affiance Financial, LLC | 2,839 | $200.9K | 0.04% | −155−5.2% | Reduced |
| Santori & Peters | 2,840 | $201.0K | 0.07% | 00.0% | Unchanged |
| Axis Wealth Partners, LLC | 2,847 | $201.4K | 0.13% | +2,847 | New |
| Fermata Advisors, LLC | 2,848 | $201.5K | 0.05% | −3,556−55.5% | Reduced |
| Carderock Capital Management Inc | 2,850 | $201.6K | 0.05% | 00.0% | Unchanged |
| Menard Financial Group LLC | 2,854 | $201.9K | 0.12% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,861 | $202.4K | 0.04% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 2,865 | $202.7K | 0.10% | +2,865 | New |
| TCFG Wealth Management, LLC | 2,865 | $202.7K | 0.09% | +16+0.6% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,866 | $202.8K | 0.23% | +2,866 | New |
| Acorn Creek Capital LLC | 2,870 | $203.1K | 0.08% | +17+0.6% | Added |
| Kelman-Lazarov, Inc. | 2,872 | $203.2K | 0.03% | +2,872 | New |
| RD Lewis Holdings, Inc. | 2,887 | $203.3K | 0.21% | +2+0.1% | Added |
| Integral Investment Advisors, Inc. | 2,874 | $203.4K | 0.06% | −63−2.1% | Reduced |
| 4WEALTH Advisors, Inc. | 2,880 | $203.8K | 0.21% | +4+0.1% | Added |
| Semitam Bonam LLC | 2,881 | $203.8K | 0.19% | +2,881 | New |
| Wellspring Financial Advisors, LLC | 11,850 | $205.0K | 0.02% | +1,415+13.6% | Added |
| Sightline Wealth Advisors, LLC | 2,898 | $205.1K | 0.10% | +2,898 | New |
| ETF Portfolio Partners, Inc. | 2,899 | $205.1K | 0.06% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 2,906 | $205.6K | 0.12% | −646−18.2% | Reduced |
| Apriem Advisors | 2,907 | $205.7K | 0.02% | +2,907 | New |
| Transcendent Capital Group LLC | 2,910 | $205.9K | 0.11% | +90+3.2% | Added |
| Horizon Bancorp Inc | 2,905 | $206.0K | 0.10% | −100−3.3% | Reduced |
| Cercano Management LLC | 2,912 | $206.0K | 0.01% | −72−2.4% | Reduced |