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 |
|---|---|---|---|---|---|
| Iron Horse Wealth Management, LLC | 5,154 | $364.6K | 0.11% | −75−1.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,157 | $364.9K | 0.11% | +54+1.1% | Added |
| Vista Investment Partners II, LLC | 5,158 | $364.9K | 0.18% | +806+18.5% | Added |
| Stanley-Laman Group, Ltd. | 5,158 | $364.9K | 0.05% | −4,280−45.3% | Reduced |
| Capital & Planning, LLC | 5,168 | $365.6K | 0.25% | −142−2.7% | Reduced |
| MFA Wealth Services | 5,169 | $365.7K | 0.27% | +99+2.0% | Added |
| Ewa, LLC | 5,183 | $366.7K | 0.12% | +1,335+34.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,187 | $367.0K | 0.08% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 5,202 | $368.0K | 0.17% | −1,097−17.4% | Reduced |
| Net Worth Advisory Group | 5,209 | $368.5K | 0.08% | +1,183+29.4% | Added |
| Silvant Capital Management LLC | 5,209 | $368.5K | 0.01% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 5,150 | $368.8K | 0.22% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 5,217 | $369.1K | 0.16% | −1,057−16.8% | Reduced |
| Doliver Advisors, LP | 5,222 | $369.5K | 0.10% | −6,279−54.6% | Reduced |
| Northstar Financial Companies, Inc. | 5,225 | $369.6K | 0.38% | +10.0% | Added |
| Blossom Wealth Management | 5,225 | $369.7K | 0.66% | +215+4.3% | Added |
| Arthur M. Cohen & Associates, LLC | 5,225 | $369.7K | 0.07% | +1,500+40.3% | Added |
| Joule Financial, LLC | 5,196 | $370.3K | 0.12% | +10+0.2% | Added |
| TrueWealth Advisors, LLC | 5,237 | $370.5K | 0.11% | +10.0% | Added |
| Advisors Preferred, LLC | 5,193 | $372.2K | 0.06% | −5,083−49.5% | Reduced |
| Becker Capital Management Inc | 5,229 | $372.6K | 0.01% | −62−1.2% | Reduced |
| Tyler-Stone Wealth Management | 5,270 | $372.9K | 0.06% | +19+0.4% | Added |
| Miller Investment Management, LP | 5,275 | $373.2K | 0.04% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 5,288 | $374.1K | 0.01% | 00.0% | Unchanged |
| Tillman Hartley LLC | 5,289 | $374.2K | 0.11% | +100+1.9% | Added |
| Capital Performance Advisors LLP | 5,289 | $374.2K | 0.07% | −1,794−25.3% | Reduced |
| Versor Investments LP | 5,291 | $374.3K | 0.07% | −2,964−35.9% | Reduced |
| KFG Wealth Management, LLC | 5,293 | $374.5K | 0.06% | +1,116+26.7% | Added |
| Asset Planning Corporation | 5,300 | $375.0K | 0.20% | −833−13.6% | Reduced |
| Fort Point Capital Partners LLC | 5,275 | $376.0K | 0.04% | −185−3.4% | Reduced |
| Requisite Capital Management, LLC | 5,285 | $376.6K | 0.08% | +142+2.8% | Added |
| Middleton & Co Inc | 5,325 | $376.7K | 0.04% | −2,600−32.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 5,332 | $377.2K | 0.22% | +8+0.2% | Added |
| Aspect Partners, LLC | 5,334 | $377.4K | 0.19% | +171+3.3% | Added |
| CTC Alternative Strategies, Ltd. | 5,360 | $379.2K | 0.33% | −7,810−59.3% | Reduced |
| JFG Wealth Management, LLC | 5,362 | $379.4K | 0.08% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,371 | $380.0K | 0.15% | −573−9.6% | Reduced |
| Leigh Baldwin & Co., LLC | 5,372 | $380.0K | 0.25% | +470+9.6% | Added |
| Cary Street Partner Investment Advisory LLC | 5,382 | $380.8K | 0.18% | +577+12.0% | Added |
| Planning Center, Inc. | 5,391 | $381.4K | 0.04% | −1,167−17.8% | Reduced |
| Fiducient Advisors LLC | 5,362 | $382.0K | 0.05% | 00.0% | Unchanged |
| Sippican Capital Advisors | 5,399 | $382.0K | 0.28% | 00.0% | Unchanged |
| Brightwater Advisory LLC | 5,401 | $382.1K | 0.28% | −10.0% | Reduced |
| VSM Wealth Advisory, LLC | 5,405 | $382.4K | 0.13% | +10.0% | Added |
| Pacific Center for Financial Services | 5,425 | $383.8K | 0.10% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 5,428 | $384.0K | 0.09% | +172+3.3% | Added |
| Global Assets Advisory, LLC | 5,359 | $384.1K | 0.15% | −7,256−57.5% | Reduced |
| Cache Advisors, LLC | 5,431 | $384.2K | 0.10% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 5,431 | $384.3K | 0.38% | −2,542−31.9% | Reduced |
| Omnia Family Wealth, LLC | 5,393 | $384.3K | 0.14% | +1,229+29.5% | Added |
| Forte Capital LLC | 5,438 | $384.7K | 0.04% | +290+5.6% | Added |
| Marietta Wealth Management, LLC | 5,442 | $385.0K | 0.05% | −234−4.1% | Reduced |
| Paragon Private Wealth Management, LLC | 5,442 | $385.0K | 0.15% | +656+13.7% | Added |
| Next Level Private LLC | 5,454 | $385.9K | 0.13% | +47+0.9% | Added |
| Fortress Private Ledger, LLC | 5,475 | $387.3K | 0.18% | +705+14.8% | Added |
| John G Ullman & Associates Inc | 5,492 | $388.6K | 0.06% | −13−0.2% | Reduced |
| Argyle Capital Partners, LLC | 5,495 | $388.8K | 0.32% | −75−1.3% | Reduced |
| Fort Sheridan Advisors LLC | 5,496 | $388.8K | 0.06% | +3+0.1% | Added |
| Sage Rhino Capital LLC | 5,517 | $390.3K | 0.08% | +33+0.6% | Added |
| Beacon Financial Strategies CORP | 5,523 | $390.8K | 0.25% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 5,521 | $391.0K | 0.29% | +117+2.2% | Added |
| Old Mission Investment Co LLC | 5,533 | $391.4K | 0.11% | +1,370+32.9% | Added |
| Financial Network Wealth Advisors LLC | 5,540 | $392.0K | 0.48% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,547 | $392.4K | 0.05% | +78+1.4% | Added |
| Wealthstream Advisors, Inc. | 5,564 | $393.6K | 0.07% | +1,356+32.2% | Added |
| Sentry LLC | 5,586 | $395.2K | 0.08% | −59−1.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 5,588 | $395.4K | 0.07% | +448+8.7% | Added |
| SAM Advisors, LLC | 5,599 | $396.1K | 0.14% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 5,602 | $396.3K | 0.19% | +20.0% | Added |
| Burkett Financial Services, LLC | 5,612 | $397.0K | 0.14% | +40+0.7% | Added |
| Rede Wealth, LLC | 5,617 | $397.4K | 0.14% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 5,618 | $397.5K | 0.21% | +1,095+24.2% | Added |
| BlackDiamond Wealth Management Inc. | 5,546 | $397.5K | 0.23% | +1,052+23.4% | Added |
| Hemenway Trust Co LLC | 5,629 | $398.3K | 0.03% | −1,150−17.0% | Reduced |
| Walker Asset Management, LLC | 5,658 | $400.3K | 0.23% | +16+0.3% | Added |
| Cambridge Financial Group, LLC | 5,660 | $400.4K | 0.15% | +3+0.1% | Added |
| Cascade Investment Group, Inc. | 5,661 | $400.5K | 0.28% | +1,865+49.1% | Added |
| Palumbo Wealth Management LLC | 5,663 | $400.6K | 0.12% | +954+20.3% | Added |
| Oak Asset Management, LLC | 5,663 | $400.7K | 0.14% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 5,664 | $400.8K | 0.03% | +550+10.8% | Added |
| Adalta Capital Management LLC | 5,625 | $400.8K | 0.20% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 5,646 | $401.6K | 0.00% | +1,748+44.8% | Added |
| Latitude Advisors, LLC | 5,697 | $403.0K | 0.20% | +130+2.3% | Added |
| J. L. Bainbridge & Co., Inc. | 5,697 | $403.1K | 0.04% | −178−3.0% | Reduced |
| Orrstown Financial Services Inc | 5,699 | $403.2K | 0.08% | −115−2.0% | Reduced |
| Lyell Wealth Management, LP | 5,725 | $405.0K | 0.03% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 5,726 | $405.1K | 0.12% | −117−2.0% | Reduced |
| Bill Few Associates, Inc. | 5,739 | $406.0K | 0.11% | −227−3.8% | Reduced |
| Summit Wealth Group LLC | 5,704 | $406.4K | 0.10% | +5,704 | New |
| Strategic Advocates LLC | 5,748 | $406.7K | 0.12% | +205+3.7% | Added |
| Sava Infond d.o.o. | 5,750 | $406.8K | 0.06% | +3,900+210.8% | Added |
| Doheny Asset Management | 5,758 | $407.0K | 0.29% | 00.0% | Unchanged |
| Trust Co of the South | 5,779 | $408.9K | 0.07% | +252+4.6% | Added |
| Colton Groome Financial Advisors, LLC | 5,789 | $409.6K | 0.14% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 5,812 | $411.2K | 0.18% | +1,138+24.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 5,792 | $411.3K | 0.16% | +655+12.8% | Added |
| Moore Capital Management, LP | 5,820 | $411.8K | 0.01% | −20,216−77.6% | Reduced |
| Unified Investment Management | 5,822 | $411.9K | 0.44% | +302+5.5% | Added |
| Accent Capital Management, LLC | 5,782 | $412.0K | 0.18% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 5,825 | $412.1K | 0.07% | +1,138+24.3% | Added |