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 |
|---|---|---|---|---|---|
| Kellett Schaffner Wealth Advisors LLC | 4,021 | $284.5K | 0.19% | −330−7.6% | Reduced |
| Carr Financial Group Corp | 4,024 | $284.7K | 0.08% | +13+0.3% | Added |
| Brighton Securities Corp. | 4,028 | $285.0K | 0.16% | −1,777−30.6% | Reduced |
| SOL Capital Management CO | 4,029 | $285.0K | 0.03% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 4,000 | $285.0K | 0.06% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 4,029 | $285.1K | 0.01% | +705+21.2% | Added |
| Vicus Capital | 4,036 | $285.6K | 0.02% | −10−0.2% | Reduced |
| Independent Wealth Network Inc. | 4,048 | $286.4K | 0.10% | −1,114−21.6% | Reduced |
| Clear Investment Research, LLC | 4,048 | $286.5K | 0.36% | +25+0.6% | Added |
| McBroom & Associates, LLC | 4,000 | $286.5K | 0.16% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,059 | $287.2K | 0.10% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 4,060 | $287.2K | 0.15% | −200−4.7% | Reduced |
| Strategy Asset Managers LLC | 4,060 | $287.2K | 0.05% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 4,063 | $287.5K | 0.19% | −290−6.7% | Reduced |
| Hamilton Capital Partners Inc. | 4,064 | $287.5K | 0.01% | +924+29.4% | Added |
| 626 Financial, LLC | 4,067 | $287.8K | 0.14% | −41−1.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 4,068 | $287.8K | 0.11% | +793+24.2% | Added |
| Golden State Wealth Management, LLC | 4,069 | $287.9K | 0.04% | −85−2.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4,075 | $288.0K | 0.04% | −139−3.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,073 | $288.2K | 0.15% | +9+0.2% | Added |
| McLean Asset Management Corp | 4,072 | $288.7K | 0.08% | +274+7.2% | Added |
| Burton Enright Welch | 4,093 | $289.6K | 0.05% | +4,093 | New |
| Central Valley Advisors, LLC | 4,094 | $289.6K | 0.10% | −31−0.8% | Reduced |
| Worth Asset Management, LLC | 4,094 | $289.7K | 0.14% | +4,094 | New |
| Amarillo National Bank | 4,097 | $289.9K | 0.05% | −200−4.7% | Reduced |
| Cherokee Insurance Co | 4,100 | $290.1K | 0.13% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,102 | $290.2K | 0.05% | +500+13.9% | Added |
| Cabot Wealth Management Inc | 4,108 | $290.6K | 0.03% | +3+0.1% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 4,109 | $290.7K | 0.15% | +28+0.7% | Added |
| Vertex Planning Partners, LLC | 4,114 | $291.1K | 0.06% | −15−0.4% | Reduced |
| DeDora Capital, Inc. | 4,122 | $291.6K | 0.08% | +24+0.6% | Added |
| Kelly Financial Group LLC | 4,108 | $292.7K | 0.08% | −979−19.2% | Reduced |
| Compass Wealth Management, LLC | 4,141 | $293.0K | 0.16% | +4,141 | New |
| Sageworth Trust Co | 4,150 | $293.6K | 0.02% | −45−1.1% | Reduced |
| Baker Ellis Asset Management LLC | 4,150 | $293.6K | 0.04% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 4,162 | $294.0K | 0.28% | −3,806−47.8% | Reduced |
| Duncan Williams Asset Management, LLC | 4,158 | $294.2K | 0.09% | +65+1.6% | Added |
| Climber Capital SA | 4,187 | $294.6K | 0.19% | −213−4.8% | Reduced |
| BFI Infinity Ltd. | 4,166 | $294.7K | 0.25% | −3,356−44.6% | Reduced |
| Canvas Wealth Advisors, LLC | 4,332 | $295.0K | 0.06% | +338+8.5% | Added |
| Foster & Motley Inc | 4,177 | $296.0K | 0.02% | −1,190−22.2% | Reduced |
| Phillips Financial Management, LLC | 4,189 | $296.4K | 0.02% | +96+2.3% | Added |
| Trust Co | 4,190 | $296.4K | 0.03% | −20−0.5% | Reduced |
| Mosaic Financial Group, LLC | 4,200 | $297.0K | 0.23% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 4,210 | $297.9K | 0.24% | −400−8.7% | Reduced |
| Redwood Investment Management, LLC | 4,217 | $298.0K | 0.03% | −2,983−41.4% | Reduced |
| Manske Wealth Management | 4,213 | $298.0K | 0.10% | −127−2.9% | Reduced |
| Colony Family Offices, LLC | 4,184 | $298.2K | 0.08% | −1,035−19.8% | Reduced |
| Per Stirling Capital Management, LLC. | 4,235 | $299.6K | 0.04% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 4,240 | $300.0K | 0.08% | −27−0.6% | Reduced |
| Ariadne Wealth Management, LP | 4,264 | $300.4K | 0.14% | −170−3.8% | Reduced |
| Sculati Wealth Management, LLC | 4,247 | $300.5K | 0.11% | −1,121−20.9% | Reduced |
| Indiana Trust & Investment Management CO | 4,248 | $300.5K | 0.10% | +102+2.5% | Added |
| Castleview Partners, LLC | 4,251 | $300.8K | 0.19% | −4,042−48.7% | Reduced |
| Defined Financial Planning LLC | 4,344 | $301.3K | 0.27% | −2,248−34.1% | Reduced |
| Riversedge Advisors, LLC | 4,262 | $301.5K | 0.06% | −42−1.0% | Reduced |
| Wealthcare Capital Partners, LLC | 4,271 | $302.1K | 0.15% | +356+9.1% | Added |
| LSV Asset Management | 4,300 | $304.0K | 0.00% | +4,300 | New |
| Reliant Investment Partners, LLC | 4,303 | $304.4K | 0.27% | +18+0.4% | Added |
| Alta Wealth Advisors LLC | 4,306 | $304.6K | 0.14% | +4,306 | New |
| Red Wave Investments LLC | 4,308 | $304.8K | 0.10% | +10+0.2% | Added |
| Watchman Group, Inc. | 4,308 | $304.8K | 0.08% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 4,348 | $307.6K | 0.15% | −138−3.1% | Reduced |
| CCG Wealth Management, LLC | 4,351 | $307.8K | 0.16% | +23+0.5% | Added |
| Park Square Financial Group, LLC | 4,354 | $308.0K | 0.22% | −92−2.1% | Reduced |
| Reyes Financial Architecture, Inc. | 4,355 | $308.1K | 0.27% | +2,855+190.3% | Added |
| Braun-Bostich & Associates Inc. | 4,356 | $308.2K | 0.21% | +48+1.1% | Added |
| GSG Advisors LLC | 4,356 | $308.2K | 0.09% | +196+4.7% | Added |
| Southland Equity Partners LLC | 4,361 | $308.5K | 0.07% | +224+5.4% | Added |
| Cheviot Value Management, LLC | 4,389 | $308.7K | 0.04% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,374 | $309.5K | 0.02% | −138−3.1% | Reduced |
| Juncture Wealth Strategies, LLC | 4,394 | $310.9K | 0.11% | +10.0% | Added |
| Weaver Consulting Group | 4,395 | $310.9K | 0.09% | +14+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 4,413 | $312.2K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 4,417 | $312.6K | 0.12% | +68+1.6% | Added |
| Better Money Decisions, LLC | 4,426 | $313.2K | 0.19% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 4,435 | $313.8K | 0.11% | +30+0.7% | Added |
| Financial Strategies Group, Inc. | 4,498 | $314.3K | 0.07% | +134+3.1% | Added |
| Hoge Financial Services, LLC | 4,459 | $316.2K | 0.20% | +223+5.3% | Added |
| Athena Investment Management | 4,475 | $316.6K | 0.18% | +200+4.7% | Added |
| Consilio Wealth Advisors, LLC | 4,502 | $316.6K | 0.11% | +221+5.2% | Added |
| AssuredPartners Investment Advisors, LLC | 4,491 | $317.8K | 0.08% | −2,778−38.2% | Reduced |
| Total Wealth Planning & Management, Inc. | 4,600 | $318.1K | 0.28% | +77+1.7% | Added |
| Diversified Portfolios, Inc. | 4,497 | $318.2K | 0.03% | +4,497 | New |
| Rooted Wealth Advisors, Inc. | 4,556 | $318.3K | 0.11% | +904+24.8% | Added |
| BCGM Wealth Management, LLC | 4,500 | $318.4K | 0.09% | +23+0.5% | Added |
| Delos Wealth Advisors, LLC | 4,500 | $318.4K | 0.25% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,504 | $318.6K | 0.05% | −330−6.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,507 | $318.9K | 0.09% | +1,084+31.7% | Added |
| Socha Financial Group, LLC | 4,513 | $319.3K | 0.14% | +743+19.7% | Added |
| Chiron Capital Management, LLC | 4,513 | $319.3K | 0.28% | −169−3.6% | Reduced |
| Second Half Financial Partners, LLC | 4,516 | $319.5K | 0.15% | +4,516 | New |
| Falcon Wealth Planning | 4,517 | $319.6K | 0.03% | +425+10.4% | Added |
| Baugh & Associates, LLC | 4,582 | $320.0K | 0.17% | −100−2.1% | Reduced |
| TFC Financial Management | 4,532 | $320.7K | 0.04% | +388+9.4% | Added |
| Catalyst Capital Advisors LLC | 4,534 | $320.8K | 0.01% | −4,944−52.2% | Reduced |
| Wood Tarver Financial Group, LLC | 4,549 | $321.0K | 0.10% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 4,543 | $321.4K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4,547 | $321.7K | 0.05% | −155−3.3% | Reduced |
| Solstein Capital, LLC | 4,564 | $322.9K | 0.17% | +611+15.5% | Added |