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 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 3,214 | $227.4K | 0.18% | +334+11.6% | Added |
| Concentric Capital Strategies, LP | 3,215 | $227.5K | 0.01% | +3,215 | New |
| Meridian Financial, LLC | 3,217 | $227.6K | 0.15% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 3,224 | $228.1K | 0.05% | +3,224 | New |
| Waterfront Wealth Inc. | 3,228 | $228.4K | 0.05% | −16,294−83.5% | Reduced |
| Eight 31 Financial LLC | 3,234 | $228.8K | 0.15% | −742−18.7% | Reduced |
| Dupree Financial Group, LLC | 3,239 | $229.2K | 0.09% | −137−4.1% | Reduced |
| NBW Capital LLC | 3,242 | $229.4K | 0.05% | +171+5.6% | Added |
| Birchbrook, Inc. | 3,245 | $229.6K | 0.12% | −65−2.0% | Reduced |
| Van Strum & Towne Inc. | 3,246 | $229.7K | 0.07% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 3,251 | $230.0K | 0.05% | +51+1.6% | Added |
| Altus Wealth Group LLC | 3,255 | $230.3K | 0.10% | +11+0.3% | Added |
| Waller Financial Planning Group, Inc | 3,260 | $230.6K | 0.06% | −200−5.8% | Reduced |
| Ascent Capital Management, LLC | 3,267 | $231.2K | 0.21% | +34+1.1% | Added |
| Sterling Manor Financial, LLC | 3,270 | $231.4K | 0.15% | +57+1.8% | Added |
| Secured Retirement Advisors, LLC | 3,275 | $231.7K | 0.14% | +3,275 | New |
| North Capital, Inc. | 3,279 | $232.0K | 0.20% | −40−1.2% | Reduced |
| Grantvest Financial Group LLC | 3,280 | $232.0K | 0.17% | +10.0% | Added |
| Claris Advisors, LLC | 3,285 | $232.4K | 0.08% | −701−17.6% | Reduced |
| Guardian Wealth Advisors, LLC | 3,285 | $232.4K | 0.14% | −572−14.8% | Reduced |
| E&G Advisors, LP | 3,304 | $232.6K | 0.06% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 3,288 | $232.6K | 0.16% | −16−0.5% | Reduced |
| Beacon Capital Management, LLC | 3,289 | $232.7K | 0.03% | −231−6.6% | Reduced |
| Stonebridge Wealth Management, LLC | 3,292 | $232.9K | 0.22% | +3,292 | New |
| Transatlantique Private Wealth LLC | 3,293 | $233.0K | 0.09% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,294 | $233.0K | 0.01% | +3,294 | New |
| Harmony Asset Management LLC | 3,295 | $233.1K | 0.09% | −100−2.9% | Reduced |
| Peoples Bank | 3,298 | $233.3K | 0.14% | +50+1.5% | Added |
| Attessa Capital LLC | 3,300 | $233.5K | 0.15% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 3,319 | $234.8K | 0.27% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 3,459 | $235.5K | 0.12% | −130−3.6% | Reduced |
| Investment Planning Advisors, Inc. | 3,330 | $235.6K | 0.08% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $236.0K | 0.02% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 3,347 | $236.8K | 0.10% | +12+0.4% | Added |
| Birch Financial Group, LLC | 3,350 | $237.0K | 0.19% | −5,475−62.0% | Reduced |
| Avantra Family Wealth, Inc. | 3,363 | $237.9K | 0.20% | +2+0.1% | Added |
| Lloyd Advisory Services, LLC. | 3,367 | $238.3K | 0.12% | +26+0.8% | Added |
| Echo45 Advisors LLC | 3,373 | $238.7K | 0.15% | +3,373 | New |
| Cottage Street Advisors LLC | 3,377 | $238.9K | 0.12% | −476−12.4% | Reduced |
| Insight Wealth Partners, LLC | 3,380 | $239.1K | 0.13% | +3,380 | New |
| Strategic Point Investment Advisors, LLC | 3,380 | $239.1K | 0.04% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 3,383 | $239.5K | 0.07% | −464−12.1% | Reduced |
| William Mack & Associates, Inc. | 3,385 | $239.5K | 0.15% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 3,388 | $239.7K | 0.05% | +529+18.5% | Added |
| TLWM | 3,388 | $239.7K | 0.05% | 00.0% | Unchanged |
| Castleark Management LLC | 3,397 | $240.3K | 0.01% | 00.0% | Unchanged |
| Hobbs Wealth Management, LLC | 3,399 | $240.5K | 0.23% | +113+3.4% | Added |
| Eldridge Investment Advisors, Inc. | 3,400 | $240.6K | 0.05% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 3,400 | $240.6K | 0.09% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 3,403 | $240.8K | 0.02% | −440−11.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,364 | $241.1K | 0.11% | −72−2.1% | Reduced |
| Wedgewood Investors Inc | 3,408 | $241.1K | 0.28% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 3,414 | $241.5K | 0.09% | −126−3.6% | Reduced |
| Sherman Asset Management, Inc. | 3,416 | $241.7K | 0.21% | −10.0% | Reduced |
| Miller Financial Services LLC | 3,432 | $242.8K | 0.31% | −535−13.5% | Reduced |
| Canton Hathaway, LLC | 3,430 | $243.0K | 0.05% | +60+1.8% | Added |
| Fortune Financial Advisors, LLC | 3,436 | $243.1K | 0.20% | 00.0% | Unchanged |
| New World Advisors LLC | 3,441 | $243.5K | 0.05% | +3,441 | New |
| BOS Asset Management, LLC | 3,443 | $243.6K | 0.08% | −104−2.9% | Reduced |
| Security National Bank | 3,450 | $244.1K | 0.04% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 3,433 | $244.2K | 0.13% | +3,433 | New |
| NavPoint Financial, Inc. | 3,452 | $244.2K | 0.15% | +8+0.2% | Added |
| Blalock Williams, LLC | 3,460 | $244.8K | 0.24% | +3,460 | New |
| LeConte Wealth Management, LLC | 3,461 | $244.9K | 0.17% | +3,461 | New |
| HORAN Wealth, LLC | 3,467 | $245.3K | 0.08% | +3,467 | New |
| Cynosure Management, LLC | 3,468 | $245.3K | 0.03% | +61+1.8% | Added |
| MeadowBrook Investment Advisors LLC | 3,469 | $245.4K | 0.23% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 3,491 | $245.7K | 0.35% | +3,491 | New |
| Novak & Powell Financial Services, Inc. | 3,473 | $245.7K | 0.17% | +25+0.7% | Added |
| Meridian Wealth Partners, LLC | 3,475 | $245.8K | 0.04% | +129+3.9% | Added |
| Chelsea Counsel Co | 3,450 | $245.8K | 0.12% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 3,481 | $246.3K | 0.15% | −697−16.7% | Reduced |
| Tortoise Investment Management, LLC | 3,487 | $246.7K | 0.02% | +1,956+127.8% | Added |
| Valley National Advisers Inc | 3,503 | $247.0K | 0.04% | −9−0.3% | Reduced |
| Broadway Wealth Solutions, Inc. | 3,502 | $247.8K | 0.15% | +120+3.5% | Added |
| Heck Capital Advisors, LLC | 3,497 | $247.9K | 0.02% | +235+7.2% | Added |
| Yarger Wealth Strategies, LLC | 3,512 | $248.5K | 0.13% | +311+9.7% | Added |
| Taylor Financial Group, Inc. | 3,522 | $249.2K | 0.16% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 3,523 | $249.3K | 0.11% | +22+0.6% | Added |
| Syntegra Private Wealth Group, LLC | 3,534 | $250.0K | 0.03% | −76−2.1% | Reduced |
| Lifestyle Asset Management, Inc. | 3,536 | $250.2K | 0.12% | +330+10.3% | Added |
| Tobias Financial Advisors, Inc. | 3,538 | $250.3K | 0.04% | −29−0.8% | Reduced |
| Swisher Financial Concepts, Inc. | 3,539 | $250.4K | 0.16% | +13+0.4% | Added |
| Buckley Wealth Management, LLC | 3,540 | $250.5K | 0.07% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 3,540 | $250.5K | 0.06% | +8+0.2% | Added |
| Cascade Investment Advisors, Inc. | 3,542 | $250.6K | 0.16% | −178−4.8% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 3,505 | $250.7K | 0.09% | −1,112−24.1% | Reduced |
| Tower Wealth Partners, Inc. | 3,543 | $250.7K | 0.15% | +3,543 | New |
| BFSG, LLC | 3,546 | $250.9K | 0.03% | −195−5.2% | Reduced |
| Vestia Personal Wealth Advisors | 3,566 | $251.5K | 0.17% | −353−9.0% | Reduced |
| Fiduciary Wealth Partners, LLC | 3,555 | $251.5K | 0.24% | +1,422+66.7% | Added |
| CM Wealth Advisors LLC | 3,531 | $251.6K | 0.07% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,563 | $252.1K | 0.08% | +10.0% | Added |
| Redwood Financial Network Corp | 3,569 | $252.5K | 0.17% | +10.0% | Added |
| IAG Wealth Partners, LLC | 3,575 | $252.9K | 0.03% | +3+0.1% | Added |
| Gemmer Asset Management LLC | 3,581 | $253.4K | 0.02% | +200+5.9% | Added |
| Disciplined Investments, LLC | 3,581 | $253.4K | 0.11% | −23−0.6% | Reduced |
| One Wealth Capital Management, LLC | 3,583 | $253.5K | 0.12% | +33+0.9% | Added |
| Summit Wealth Partners, LLC | 3,590 | $254.0K | 0.05% | −136−3.7% | Reduced |
| Milestone Asset Management, LLC | 3,594 | $254.3K | 0.05% | +3,594 | New |