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 |
|---|---|---|---|---|---|
| Rebalance, LLC | 3,599 | $254.6K | 0.02% | −461−11.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,610 | $255.0K | 0.00% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 3,608 | $255.3K | 0.05% | +734+25.5% | Added |
| Fca Corp | 3,610 | $255.4K | 0.08% | −37−1.0% | Reduced |
| Tanager Wealth Management LLP | 3,612 | $255.8K | 0.03% | −1,057−22.6% | Reduced |
| Navis Wealth Advisors, LLC | 3,616 | $255.8K | 0.22% | +22+0.6% | Added |
| DLD Asset Management, LP | 3,618 | $256.0K | 0.03% | +3,618 | New |
| Warner Financial, Inc | 3,613 | $256.0K | 0.11% | 00.0% | Unchanged |
| Centerline Wealth Advisors, LLC | 3,620 | $256.1K | 0.13% | +21+0.6% | Added |
| LFA - Lugano Financial Advisors SA | 3,622 | $256.3K | 0.15% | +142+4.1% | Added |
| Main Street Research LLC | 3,597 | $256.3K | 0.02% | −1,151−24.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 3,631 | $256.9K | 0.08% | +8+0.2% | Added |
| PFS Partners, LLC | 3,632 | $257.0K | 0.13% | +10.0% | Added |
| Burns Matteson Capital Management, LLC | 3,633 | $257.0K | 0.12% | −135−3.6% | Reduced |
| Banque de Luxembourg S.A. | 3,590 | $257.1K | 0.15% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,636 | $257.2K | 0.12% | −64−1.7% | Reduced |
| Private Client Services, LLC | 3,638 | $257.4K | 0.10% | +686+23.2% | Added |
| Capital Insight Partners, LLC | 3,643 | $257.7K | 0.04% | 00.0% | Unchanged |
| Benin Management CORP | 3,651 | $258.3K | 0.07% | −100−2.7% | Reduced |
| AXS Investments LLC | 3,660 | $258.9K | 0.11% | −975−21.0% | Reduced |
| Cumberland Advisors Inc | 3,661 | $259.0K | 0.11% | −11−0.3% | Reduced |
| EdgeRock Capital LLC | 3,643 | $259.1K | 0.08% | +3,643 | New |
| Mascoma Wealth Management LLC | 3,671 | $259.7K | 0.06% | 00.0% | Unchanged |
| Compass Financial Group, INC | 3,674 | $259.9K | 0.04% | −200−5.2% | Reduced |
| Intelligence Driven Advisers, LLC | 3,684 | $260.7K | 0.04% | +217+6.3% | Added |
| US Asset Management LLC | 3,698 | $261.6K | 0.23% | −23−0.6% | Reduced |
| Congress Park Capital LLC | 3,700 | $261.8K | 0.09% | −5,846−61.2% | Reduced |
| Legacy Trust | 3,708 | $262.3K | 0.06% | −124−3.2% | Reduced |
| Nova R Wealth, Inc. | 3,713 | $262.7K | 0.12% | +13+0.4% | Added |
| Notis-McConarty Edward | 3,716 | $262.9K | 0.13% | −500−11.9% | Reduced |
| Motive Wealth Advisors | 3,719 | $263.1K | 0.12% | +699+23.1% | Added |
| Vantage Financial Partners, LLC | 3,721 | $263.2K | 0.06% | +26+0.7% | Added |
| KC Investment Advisors, LLC | 3,722 | $263.3K | 0.09% | −35−0.9% | Reduced |
| Northeast Financial Group, Inc. | 3,728 | $263.8K | 0.08% | +886+31.2% | Added |
| Cobblestone Asset Management LLC | 3,729 | $263.8K | 0.14% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 3,740 | $264.6K | 0.07% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 3,746 | $265.0K | 0.14% | −13−0.3% | Reduced |
| Noesis Capital Mangement Corp | 3,752 | $265.5K | 0.05% | −42−1.1% | Reduced |
| RWM Asset Management, LLC | 3,758 | $265.8K | 0.04% | −24−0.6% | Reduced |
| Greenup Street Wealth Management LLC | 3,761 | $266.1K | 0.05% | +26+0.7% | Added |
| Trail Ridge Investment Advisors, LLC | 3,920 | $266.1K | 0.13% | −7−0.2% | Reduced |
| Capital Management Associates, Inc | 3,765 | $266.4K | 0.08% | +3,765 | New |
| Insight Advisors, LLC | 3,766 | $266.5K | 0.04% | −7−0.2% | Reduced |
| Post Resch Tallon Group Inc. | 3,767 | $266.5K | 0.26% | +10.0% | Added |
| Mizuho Markets Americas LLC | 3,775 | $267.1K | 0.01% | −17,389−82.2% | Reduced |
| American Trust | 3,777 | $267.2K | 0.03% | −231−5.8% | Reduced |
| M1 Capital Management LLC | 3,778 | $267.3K | 0.13% | +269+7.7% | Added |
| Mendel Capital Management LLC | 3,790 | $268.1K | 0.15% | +369+10.8% | Added |
| Aufman Associates Inc | 3,801 | $268.9K | 0.17% | +108+2.9% | Added |
| Prosperity Financial Group, Inc. | 3,809 | $269.5K | 0.11% | −354−8.5% | Reduced |
| Iron Financial, LLC | 3,811 | $269.6K | 0.14% | +69+1.8% | Added |
| Pennington Partners & Co., LLC | 3,802 | $270.9K | 0.15% | −88−2.3% | Reduced |
| Zevin Asset Management LLC | 3,833 | $271.0K | 0.04% | −10−0.3% | Reduced |
| TriaGen Wealth Management LLC | 3,834 | $271.2K | 0.08% | +254+7.1% | Added |
| Bensler, LLC | 3,839 | $271.6K | 0.03% | +271+7.6% | Added |
| Midwest Financial Group LLC | 3,843 | $271.9K | 0.14% | +134+3.6% | Added |
| MBB Public Markets I LLC | 3,844 | $272.0K | 0.03% | −836−17.9% | Reduced |
| Crabel Capital Management, LLC | 3,847 | $272.2K | 0.17% | −28−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,851 | $272.5K | 0.02% | +3,851 | New |
| Ssi Investment Management LLC | 3,853 | $272.6K | 0.02% | −3,248−45.7% | Reduced |
| WealthBridge Capital Management, LLC | 3,859 | $273.0K | 0.07% | +274+7.6% | Added |
| Richardson Financial Services Inc. | 3,816 | $273.5K | 0.18% | +130+3.5% | Added |
| SL Advisors, LLC | 3,872 | $273.9K | 0.49% | 00.0% | Unchanged |
| Intellus Advisors LLC | 3,880 | $274.5K | 0.04% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 3,909 | $274.9K | 0.25% | −25−0.6% | Reduced |
| Blue Rock Wealth Management LLC | 3,908 | $275.6K | 0.19% | 00.0% | Unchanged |
| Advisor Resource Council | 3,898 | $275.8K | 0.14% | −7,243−65.0% | Reduced |
| Trinity Financial Advisors LLC | 3,870 | $275.8K | 0.08% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 3,900 | $275.9K | 0.17% | −200−4.9% | Reduced |
| Financial Advisors, LLC | 3,900 | $275.9K | 0.05% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 3,906 | $276.3K | 0.05% | −122−3.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,885 | $276.8K | 0.13% | −1,370−26.1% | Reduced |
| L.K. Benson & Company, P.C. | 3,914 | $276.9K | 0.17% | 00.0% | Unchanged |
| Dillon & Associates Inc | 3,902 | $277.0K | 0.04% | −199−4.9% | Reduced |
| Verus Financial Partners, Inc. | 3,993 | $277.5K | 0.03% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 3,922 | $277.5K | 0.08% | +75+1.9% | Added |
| Accel Wealth Management | 3,925 | $277.7K | 0.09% | +76+2.0% | Added |
| Paragon Financial Partners, Inc. | 3,933 | $278.2K | 0.19% | −67−1.7% | Reduced |
| Frederick Financial Consultants, LLC | 3,934 | $278.3K | 0.17% | −56−1.4% | Reduced |
| Curran Financial Partners, LLC | 3,936 | $278.5K | 0.06% | +2+0.1% | Added |
| Puzo Michael J | 3,940 | $278.8K | 0.08% | −60−1.5% | Reduced |
| Presper Financial Architects, LLC | 3,949 | $279.0K | 0.21% | +3,949 | New |
| Kozak & Associates, Inc. | 4,017 | $279.1K | 0.06% | −103−2.5% | Reduced |
| Clark Asset Management, LLC | 3,955 | $279.8K | 0.04% | +3,955 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,953 | $280.0K | 0.00% | −470−10.6% | Reduced |
| Liberty Capital Management, Inc. | 3,961 | $280.2K | 0.06% | +70+1.8% | Added |
| White Pine Capital LLC | 3,976 | $281.3K | 0.09% | +120+3.1% | Added |
| Bank of Stockton | 3,978 | $281.4K | 0.08% | +25+0.6% | Added |
| MKT Advisors LLC | 3,931 | $281.7K | 0.11% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3,985 | $281.9K | 0.05% | +1,788+81.4% | Added |
| Owen LaRue, LLC | 3,989 | $282.2K | 0.12% | −92−2.3% | Reduced |
| Fortem Financial Group, LLC | 3,996 | $282.7K | 0.09% | +29+0.7% | Added |
| BTC Capital Management, Inc. | 4,000 | $283.0K | 0.02% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 4,000 | $283.0K | 0.23% | 00.0% | Unchanged |
| Brooktree Capital Management | 4,000 | $283.0K | 0.19% | +4,000 | New |
| Keyvantage Wealth, LLC | 4,004 | $283.3K | 0.13% | −553−12.1% | Reduced |
| PBMares Wealth Management LLC | 4,008 | $283.6K | 0.05% | +10.0% | Added |
| Clarion Wealth Managment Partners, LLC | 4,009 | $283.7K | 0.31% | +4,009 | New |
| TruWealth Advisors, LLC | 4,018 | $284.3K | 0.02% | −47−1.2% | Reduced |
| Threadgill Financial, LLC | 4,019 | $284.4K | 0.15% | 00.0% | Unchanged |