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, Q3 2025
Institutional positions in Coca Cola Co as of Sep 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
- 3,287
- −26 vs. Q2 2025
- Shares held
- 3.10B
- +3.87M (+0.1%) vs. Q2 2025
- Total value
- $205.8B
- −$13.2B (−6.0%) vs. Q2 2025
- New holders
- 153
- 1,380 more added
- Sold out
- 179
- 1,347 more reduced
54 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 7,209 | $478.1K | 0.11% | −620−7.9% | Reduced |
| First National Corp | 7,170 | $478.8K | 0.09% | −1,190−14.2% | Reduced |
| Abel Hall, LLC | 7,229 | $479.4K | 0.19% | −2,398−24.9% | Reduced |
| Greenspring Advisors, LLC | 7,230 | $479.5K | 0.08% | +7,230 | New |
| Matthew Goff Investment Advisor, LLC | 7,241 | $480.2K | 0.08% | −109−1.5% | Reduced |
| First Citizens Financial Corp | 7,250 | $480.8K | 0.24% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 7,270 | $482.1K | 0.04% | −2,330−24.3% | Reduced |
| Seven Mile Advisory | 7,283 | $483.0K | 0.08% | +2,335+47.2% | Added |
| Jump Financial, LLC | 7,307 | $484.6K | 0.01% | −32,276−81.5% | Reduced |
| Searle & Co. | 7,315 | $485.1K | 0.13% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 6,860 | $485.3K | 0.39% | −957−12.2% | Reduced |
| Balboa Wealth Partners | 7,355 | $487.8K | 0.08% | −1,019−12.2% | Reduced |
| Evelyn Partners Asset Management Ltd | 7,357 | $487.9K | 0.11% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,358 | $488.0K | 0.09% | +7,358 | New |
| Pension & Wealth Management Advisors, Inc. | 7,364 | $488.5K | 0.15% | +48+0.7% | Added |
| V. M. Manning & Co., Inc. | 7,162 | $492.4K | 0.45% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 7,426 | $492.5K | 0.25% | +48+0.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 7,426 | $492.5K | 0.06% | +50+0.7% | Added |
| Trust Co of the South | 7,429 | $492.7K | 0.08% | +1,650+28.6% | Added |
| Wolverine Trading, LLC | 7,493 | $494.8K | 0.01% | −369−4.7% | Reduced |
| RMR Capital Management, LLC | 7,507 | $497.9K | 0.35% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7,062 | $498.0K | 0.08% | +463+7.0% | Added |
| LaSalle St. Investment Advisors, LLC | 7,536 | $499.0K | 0.09% | −807−9.7% | Reduced |
| Howard Financial Services, Ltd. | 7,525 | $499.0K | 0.06% | −46−0.6% | Reduced |
| 180 Wealth Advisors, LLC | 7,527 | $499.2K | 0.06% | +136+1.8% | Added |
| Terril Brothers, Inc. | 7,539 | $500.0K | 0.15% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 7,555 | $501.0K | 0.05% | +1,698+29.0% | Added |
| Challenger Wealth Management | 7,562 | $501.5K | 0.39% | −1,931−20.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 7,567 | $501.9K | 0.05% | +856+12.8% | Added |
| Consolidated Portfolio Review Corp | 7,572 | $502.2K | 0.06% | +434+6.1% | Added |
| Granite Harbor Advisors, Inc. | 7,592 | $503.5K | 0.21% | +965+14.6% | Added |
| Alteri Wealth LLC | 7,597 | $503.9K | 0.17% | +50+0.7% | Added |
| Spirit of America Management Corp | 7,600 | $504.0K | 0.10% | 00.0% | Unchanged |
| Fragasso Group Inc. | 7,564 | $504.2K | 0.03% | −776−9.3% | Reduced |
| Kapstone Financial Advisors LLC | 7,612 | $504.8K | 0.24% | −72−0.9% | Reduced |
| Gladwyn Financial Advisors, Inc. | 7,615 | $505.0K | 0.36% | +14+0.2% | Added |
| Charter Oak Capital Management, LLC | 7,616 | $505.1K | 0.04% | +391+5.4% | Added |
| Rocky Mountain Advisers, LLC | 7,632 | $506.2K | 0.15% | +17+0.2% | Added |
| Virtue Capital Management, LLC | 1,202 | $507.2K | 0.11% | −8,156−87.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,648 | $507.2K | 0.10% | −316−4.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,649 | $507.3K | 0.12% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 7,673 | $508.9K | 0.07% | +463+6.4% | Added |
| Wimmer Associates 1, LLC | 7,692 | $510.1K | 0.25% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 7,694 | $510.3K | 0.14% | +126+1.7% | Added |
| SeaBridge Investment Advisors LLC | 7,720 | $512.0K | 0.08% | +30.0% | Added |
| BankPlus Wealth Management LLC | 7,775 | $515.7K | 0.30% | +346+4.7% | Added |
| Capital Performance Advisors LLP | 7,779 | $515.9K | 0.08% | +2,490+47.1% | Added |
| Live Oak Private Wealth LLC | 7,780 | $516.0K | 0.07% | +993+14.6% | Added |
| Banyan Capital Management, Inc. | 7,810 | $518.0K | 0.24% | +7,810 | New |
| Beta Wealth Group, Inc. | 7,815 | $518.3K | 0.20% | −102−1.3% | Reduced |
| Bank of Nova Scotia Trust Co | 7,818 | $518.5K | 0.05% | −4−0.1% | Reduced |
| Orleans Capital Management Corp | 7,825 | $519.0K | 0.34% | −1,335−14.6% | Reduced |
| Paragon Capital Management Ltd | 7,833 | $519.5K | 0.10% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 7,837 | $519.8K | 0.12% | +160+2.1% | Added |
| Fulcrum Capital LLC | 7,839 | $519.9K | 0.11% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7,860 | $521.3K | 0.19% | +207+2.7% | Added |
| Buttonwood Financial Advisors Inc. | 7,865 | $521.6K | 0.18% | −460−5.5% | Reduced |
| Nautilus Advisors LLC | 7,866 | $521.7K | 0.35% | −19−0.2% | Reduced |
| James J. Burns & Company, LLC | 7,871 | $522.0K | 0.08% | −200−2.5% | Reduced |
| Pacitti Group Inc. | 7,815 | $522.1K | 0.20% | −54−0.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 7,874 | $522.2K | 0.08% | 00.0% | Unchanged |
| Level Wealth Management LLC | 7,876 | $522.3K | 0.27% | 00.0% | Unchanged |
| First Financial Corp | 7,888 | $523.1K | 0.20% | −5,200−39.7% | Reduced |
| Verus Capital Partners, LLC | 7,900 | $524.0K | 0.04% | +412+5.5% | Added |
| Firethorn Wealth Partners, LLC | 7,918 | $525.1K | 0.21% | −422−5.1% | Reduced |
| Acorn Financial Advisory Services Inc | 7,935 | $526.2K | 0.08% | +25+0.3% | Added |
| Fairscale Capital, LLC | 7,879 | $526.6K | 0.36% | 00.0% | Unchanged |
| Jacobsen Capital Management | 7,959 | $527.9K | 0.18% | −249−3.0% | Reduced |
| Plotkin Financial Advisors, LLC | 7,960 | $527.9K | 0.26% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 7,961 | $528.0K | 0.06% | −808−9.2% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 7,963 | $528.1K | 0.18% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 7,975 | $528.9K | 0.14% | +20.0% | Added |
| Cardiff Park Advisors, LLC | 7,979 | $529.2K | 0.04% | +106+1.3% | Added |
| Coppell Advisory Solutions LLC | 8,021 | $529.7K | 0.06% | −381−4.5% | Reduced |
| Franklin Street Advisors Inc | 7,991 | $530.0K | 0.03% | −72,987−90.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,000 | $530.0K | 0.01% | −605−7.0% | Reduced |
| Magnolia Capital Advisors LLC | 7,996 | $530.3K | 0.14% | −1,784−18.2% | Reduced |
| Riverbend Wealth Management, LLC | 7,997 | $530.3K | 0.37% | +162+2.1% | Added |
| Holistic Planning, LLC | 8,001 | $530.6K | 0.14% | +36+0.5% | Added |
| Gratus Wealth Advisors, LLC | 8,017 | $531.7K | 0.07% | −225−2.7% | Reduced |
| Platform Technology Partners | 8,028 | $532.4K | 0.13% | −85−1.0% | Reduced |
| Revolve Wealth Partners, LLC | 8,040 | $533.2K | 0.06% | −1,047−11.5% | Reduced |
| Montz Harcus Wealth Management LLC | 8,042 | $533.3K | 0.23% | +451+5.9% | Added |
| Natural Investments, LLC | 8,060 | $534.0K | 0.13% | +342+4.4% | Added |
| Advyzon Investment Management, LLC | 8,052 | $534.0K | 0.09% | −3,900−32.6% | Reduced |
| Ayrshire Capital Management LLC | 8,060 | $534.5K | 0.25% | 00.0% | Unchanged |
| Seeds Investor LLC | 8,061 | $534.6K | 0.11% | −166−2.0% | Reduced |
| Leonteq Securities AG | 8,073 | $535.4K | 0.03% | −42,717−84.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 8,090 | $536.5K | 0.06% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 8,090 | $536.5K | 0.13% | +637+8.5% | Added |
| Viawealth, LLC | 8,095 | $536.9K | 0.29% | −886−9.9% | Reduced |
| Copley Financial Group, Inc. | 8,114 | $538.1K | 0.37% | −333−3.9% | Reduced |
| ESL Trust Services, LLC | 8,129 | $539.1K | 0.11% | +79+1.0% | Added |
| Wayfinding Financial, LLC | 8,090 | $540.0K | 0.23% | −15−0.2% | Reduced |
| Maridea Wealth Management LLC | 7,893 | $540.2K | 0.08% | +7,893 | New |
| Kimelman & Baird, LLC | 8,170 | $541.9K | 0.04% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 8,175 | $542.1K | 0.04% | +179+2.2% | Added |
| Retirement Financial Solutions, LLC | 8,177 | $542.3K | 0.11% | +8,177 | New |
| Old Port Advisors | 8,178 | $542.4K | 0.14% | −1,035−11.2% | Reduced |
| Florida Financial Advisors, LLC | 8,180 | $542.6K | 0.17% | −927−10.2% | Reduced |