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
- 3,288
- −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
- 1,348 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 | 3,584 | $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, 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 |
|---|---|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 1,488 | $99.4K | 0.00% | −145−8.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,505 | $99.8K | 0.05% | −1−0.1% | Reduced |
| Operose Advisors LLC | 1,522 | $100.9K | 0.03% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 1,521 | $101.6K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,550 | $102.8K | 0.05% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,552 | $102.9K | 0.01% | −631−28.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,573 | $104.3K | 0.01% | −1,011−39.1% | Reduced |
| 1 North Wealth Services LLC | 1,590 | $105.4K | 0.04% | 00.0% | Unchanged |
| Lipe & Dalton | 1,600 | $106.0K | 0.05% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,600 | $106.1K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,617 | $107.2K | 0.04% | −442−21.5% | Reduced |
| Minot DeBlois Advisors LLC | 1,625 | $107.8K | 0.10% | −100−5.8% | Reduced |
| Pineridge Advisors LLC | 1,646 | $109.2K | 0.03% | +52+3.3% | Added |
| Avion Wealth | 1,722 | $114.0K | 0.02% | +158+10.1% | Added |
| O'Brien Wealth Partners LLC | 1,731 | $114.8K | 0.02% | −3−0.2% | Reduced |
| Luken Investment Analytics, LLC | 1,800 | $119.4K | 0.05% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,817 | $120.5K | 0.02% | +159+9.6% | Added |
| Hager Investment Management Services, LLC | 1,828 | $121.2K | 0.07% | +3+0.2% | Added |
| Millstone Evans Group, LLC | 1,832 | $121.5K | 0.08% | +52+2.9% | Added |
| First Pacific Financial | 1,833 | $121.6K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 1,841 | $122.1K | 0.01% | −940−33.8% | Reduced |
| CGC Financial Services, LLC | 1,849 | $122.6K | 0.03% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,875 | $124.4K | 0.04% | +33+1.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,922 | $127.5K | 0.01% | +1,775+1,207.5% | Added |
| Cranbrook Wealth Management, LLC | 1,928 | $127.8K | 0.03% | +1,128+141.0% | Added |
| Financial Perspectives, Inc | 1,988 | $131.8K | 0.04% | +172+9.5% | Added |
| Hopwood Financial Services, Inc. | 2,002 | $132.8K | 0.09% | −200−9.1% | Reduced |
| Peterson Wealth Services | 4,092 | $132.9K | 0.03% | +4,092 | New |
| Lowe Wealth Advisors, LLC | 2,013 | $133.5K | 0.05% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,040 | $135.3K | 0.10% | +40+2.0% | Added |
| Fiduciary Advisors, Inc. | 2,058 | $136.5K | 0.11% | +15+0.7% | Added |
| First Community Trust NA | 2,076 | $137.7K | 0.11% | −170−7.6% | Reduced |
| MB, Levis & Associates, LLC | 2,111 | $140.0K | 0.06% | −300−12.4% | Reduced |
| Peck Wealth Management, LLC | 2,156 | $143.0K | 0.14% | +2,156 | New |
| Veritas Investment Partners (UK) Ltd. | 2,162 | $143.4K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 2,175 | $144.2K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 2,250 | $149.0K | 0.08% | −372−14.2% | Reduced |
| UMA Financial Services, Inc. | 2,339 | $155.1K | 0.02% | −331−12.4% | Reduced |
| WFA of San Diego, LLC | 2,375 | $157.5K | 0.11% | −200−7.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,396 | $158.9K | 0.01% | +350+17.1% | Added |
| Bellevue Asset Management, LLC | 2,413 | $160.1K | 0.07% | −690−22.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,416 | $160.2K | 0.04% | −736−23.4% | Reduced |
| Main Street Group, LTD | 2,418 | $160.3K | 0.05% | −209−8.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 2,437 | $161.6K | 0.09% | +1,264+107.8% | Added |
| Catalyst Capital Advisors LLC | 2,607 | $172.9K | 0.00% | −1,927−42.5% | Reduced |
| Bell Investment Advisors, Inc | 2,614 | $173.4K | 0.03% | −353−11.9% | Reduced |
| Bank of Jackson Hole Trust | 2,627 | $174.2K | 0.09% | +965+58.1% | Added |
| JPL Wealth Management, LLC | 2,627 | $174.2K | 0.04% | +2,627 | New |
| Pacifica Partners Inc. | 2,634 | $175.9K | 0.06% | +116+4.6% | Added |
| Fourth Dimension Wealth, LLC | 2,668 | $176.9K | 0.07% | +200+8.1% | Added |
| Pflug Koory, LLC | 2,677 | $177.5K | 0.08% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 2,695 | $180.0K | 0.09% | −2−0.1% | Reduced |
| Piscataqua Savings Bank | 2,753 | $182.5K | 0.14% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 2,743 | $183.1K | 0.08% | +2,743 | New |
| Corsicana & Co. | 2,776 | $184.1K | 0.10% | +2,776 | New |
| Barrett & Company, Inc. | 2,781 | $184.4K | 0.06% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 2,763 | $184.7K | 0.15% | +96+3.6% | Added |
| Stelac Advisory Services LLC | 2,856 | $190.4K | 0.07% | −49−1.7% | Reduced |
| Old Second National Bank of Aurora | 2,958 | $196.2K | 0.04% | −90−3.0% | Reduced |
| TSFG, LLC | 2,973 | $197.0K | 0.03% | +319+12.0% | Added |
| Pin Oak Investment Advisors Inc | 2,961 | $197.9K | 0.14% | −71−2.3% | Reduced |
| Fosun International Ltd | 3,016 | $200.0K | 0.07% | 00.0% | Unchanged |
| Sage Financial Management Group, Inc. | 3,016 | $200.0K | 0.06% | 00.0% | Unchanged |
| Motive Wealth Advisors | 3,018 | $200.2K | 0.09% | −701−18.8% | Reduced |
| Kendall Capital Management | 3,019 | $200.2K | 0.05% | +3,019 | New |
| Saxony Capital Management, LLC | 3,020 | $200.3K | 0.13% | +66+2.2% | Added |
| Integral Investment Advisors, Inc. | 3,025 | $200.6K | 0.05% | +151+5.3% | Added |
| WP Advisors, LLC | 3,035 | $201.3K | 0.05% | +21+0.7% | Added |
| Clarity Financial LLC | 3,035 | $201.3K | 0.02% | +3,035 | New |
| IMG Wealth Management, Inc. | 3,038 | $201.5K | 0.14% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,048 | $202.1K | 0.07% | −158−4.9% | Reduced |
| Charles Schwab Trust Co | 3,052 | $202.4K | 0.01% | −2,893−48.7% | Reduced |
| YANKCOM Partnership | 3,054 | $202.5K | 0.09% | −16−0.5% | Reduced |
| Westshore Wealth, LLC | 3,057 | $202.7K | 0.07% | +10.0% | Added |
| Private Wealth Partners, LLC | 3,057 | $202.7K | 0.01% | +6+0.2% | Added |
| Payne Capital Management, LLC | 3,060 | $202.9K | 0.07% | +15+0.5% | Added |
| Teamwork Financial Advisors, LLC | 3,063 | $203.1K | 0.02% | +3,063 | New |
| Cornerstone Planning Group LLC | 2,948 | $203.4K | 0.03% | +339+13.0% | Added |
| Brighton Securities Corp. | 3,073 | $203.8K | 0.11% | −955−23.7% | Reduced |
| Lantern Wealth Advisors, LLC | 3,075 | $204.0K | 0.11% | −81−2.6% | Reduced |
| Ipsen Advisor Group LLC | 3,081 | $204.4K | 0.15% | +6+0.2% | Added |
| Wagner Wealth Management, LLC | 3,087 | $204.7K | 0.05% | +12+0.4% | Added |
| Ervin Investment Management, LLC | 3,087 | $204.7K | 0.12% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 3,090 | $204.9K | 0.05% | −54−1.7% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,091 | $205.0K | 0.07% | +2+0.1% | Added |
| Centennial Bank | 3,093 | $205.1K | 0.08% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 3,093 | $205.1K | 0.03% | +3+0.1% | Added |
| New World Advisors LLC | 3,096 | $205.3K | 0.04% | −345−10.0% | Reduced |
| Banque de Luxembourg S.A. | 3,096 | $205.3K | 0.11% | −494−13.8% | Reduced |
| Emergent Wealth Advisors, LLC | 3,099 | $205.5K | 0.12% | +3,099 | New |
| Single Point Partners, LLC | 3,107 | $206.0K | 0.04% | −35−1.1% | Reduced |
| Cadent Capital Advisors, LLC | 3,108 | $206.1K | 0.05% | +3,108 | New |
| RD Lewis Holdings, Inc. | 2,889 | $206.6K | 0.19% | +2+0.1% | Added |
| Hiley Hunt Wealth Management | 3,118 | $206.8K | 0.10% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,123 | $207.1K | 0.03% | −166−5.0% | Reduced |
| Drum Hill Capital, LLC | 3,125 | $207.3K | 0.22% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 3,130 | $207.6K | 0.21% | +264+9.2% | Added |
| Power Wealth Management LLC | 3,134 | $207.8K | 0.08% | −28−0.9% | Reduced |
| Signature Resources Capital Management, LLC | 3,136 | $208.0K | 0.11% | +2,881+1,129.8% | Added |
| Good Steward Wealth Advisors,LLC | 3,139 | $208.2K | 0.14% | −1,738−35.6% | Reduced |