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 |
|---|---|---|---|---|---|
| Tower Wealth Partners, Inc. | 3,493 | $231.7K | 0.13% | −50−1.4% | Reduced |
| One Wealth Capital Management, LLC | 3,494 | $231.7K | 0.10% | −89−2.5% | Reduced |
| CMG Global Holdings, LLC | 3,459 | $232.0K | 0.11% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3,285 | $232.4K | 0.08% | 00.0% | Unchanged |
| Axq Capital, LP | 3,511 | $232.8K | 0.09% | −25,386−87.8% | Reduced |
| Taylor Financial Group, Inc. | 3,522 | $233.6K | 0.13% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 3,525 | $233.8K | 0.13% | +3,525 | New |
| BOS Asset Management, LLC | 3,528 | $234.0K | 0.07% | +85+2.5% | Added |
| Scissortail Wealth Management, LLC | 3,533 | $234.3K | 0.05% | −7−0.2% | Reduced |
| Buckley Wealth Management, LLC | 3,540 | $234.8K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 3,545 | $235.1K | 0.02% | −10.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,546 | $235.2K | 0.06% | −1,443−28.9% | Reduced |
| Swisher Financial Concepts, Inc. | 3,552 | $235.6K | 0.14% | +13+0.4% | Added |
| Financial Consulate, Inc | 3,556 | $235.8K | 0.03% | +3,556 | New |
| Socha Financial Group, LLC | 3,557 | $235.9K | 0.10% | −956−21.2% | Reduced |
| Concorde Asset Management, LLC | 3,590 | $236.6K | 0.10% | +3,590 | New |
| Wellspring Financial Advisors, LLC | 12,170 | $236.7K | 0.02% | +320+2.7% | Added |
| Redwood Financial Network Corp | 3,570 | $236.8K | 0.15% | +10.0% | Added |
| Flagship Wealth Advisors, LLC | 3,572 | $236.9K | 0.08% | +172+5.1% | Added |
| Silver Coast Investments LLC | 3,572 | $236.9K | 0.08% | +158+4.6% | Added |
| Disciplined Investments, LLC | 3,575 | $237.1K | 0.09% | −6−0.2% | Reduced |
| IAG Wealth Partners, LLC | 3,578 | $237.3K | 0.03% | +3+0.1% | Added |
| Tortoise Investment Management, LLC | 3,581 | $237.5K | 0.02% | +94+2.7% | Added |
| Heck Capital Advisors, LLC | 3,576 | $237.7K | 0.02% | +79+2.3% | Added |
| Insight 2811, Inc. | 3,586 | $237.8K | 0.11% | −50−1.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,588 | $238.0K | 0.09% | +224+6.7% | Added |
| Summit Wealth Partners, LLC | 3,594 | $238.3K | 0.04% | +4+0.1% | Added |
| Main Street Research LLC | 3,597 | $238.6K | 0.01% | 00.0% | Unchanged |
| Oak Ridge Investments LLC | 3,598 | $238.6K | 0.02% | +3,598 | New |
| Rebalance, LLC | 3,599 | $238.7K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 3,578 | $238.9K | 0.04% | −1,615−31.1% | Reduced |
| MKT Advisors LLC | 3,581 | $239.2K | 0.09% | −350−8.9% | Reduced |
| CM Wealth Advisors LLC | 3,581 | $239.3K | 0.06% | +50+1.4% | Added |
| Warner Financial, Inc | 3,613 | $240.0K | 0.09% | 00.0% | Unchanged |
| Centerline Wealth Advisors, LLC | 3,625 | $240.4K | 0.10% | +5+0.1% | Added |
| Navis Wealth Advisors, LLC | 3,629 | $240.7K | 0.18% | +13+0.4% | Added |
| Hobbs Wealth Management, LLC | 3,635 | $241.1K | 0.20% | +236+6.9% | Added |
| Noesis Capital Mangement Corp | 3,643 | $241.6K | 0.04% | −109−2.9% | Reduced |
| Capital Insight Partners, LLC | 3,643 | $241.6K | 0.04% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 3,648 | $241.9K | 0.14% | +373+11.4% | Added |
| Benin Management CORP | 3,651 | $242.1K | 0.06% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 3,652 | $242.2K | 0.02% | −2,700−42.5% | Reduced |
| Gemmer Asset Management LLC | 3,656 | $242.5K | 0.02% | +75+2.1% | Added |
| US Asset Management LLC | 3,660 | $242.7K | 0.20% | −38−1.0% | Reduced |
| Cumberland Advisors Inc | 3,661 | $242.8K | 0.09% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,670 | $243.4K | 0.12% | +38+1.0% | Added |
| Vestia Personal Wealth Advisors | 3,679 | $243.5K | 0.14% | +113+3.2% | Added |
| Mascoma Wealth Management LLC | 3,671 | $243.5K | 0.05% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 3,673 | $243.6K | 0.05% | −48−1.3% | Reduced |
| Compass Financial Group, INC | 3,674 | $243.7K | 0.04% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 3,676 | $243.8K | 0.13% | −238−6.1% | Reduced |
| Intelligence Driven Advisers, LLC | 3,684 | $244.3K | 0.03% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,689 | $244.7K | 0.04% | −33,663−90.1% | Reduced |
| Ninepoint Partners LP | 3,698 | $245.3K | 0.03% | +3,698 | New |
| Congress Park Capital LLC | 3,700 | $245.4K | 0.08% | 00.0% | Unchanged |
| Dillon & Associates Inc | 3,724 | $246.0K | 0.03% | −178−4.6% | Reduced |
| E&G Advisors, LP | 3,720 | $246.0K | 0.06% | +416+12.6% | Added |
| Notis-McConarty Edward | 3,716 | $246.4K | 0.11% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 3,726 | $247.1K | 0.04% | −180−4.6% | Reduced |
| Nova R Wealth, Inc. | 3,726 | $247.1K | 0.10% | +13+0.4% | Added |
| Apollon Financial, LLC | 3,739 | $247.9K | 0.04% | +750+25.1% | Added |
| Dodds Wealth, LLC | 3,740 | $248.0K | 0.06% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 3,740 | $248.0K | 0.01% | +3,740 | New |
| Strategy Asset Managers LLC | 3,747 | $248.5K | 0.04% | −313−7.7% | Reduced |
| Birch Financial Group, LLC | 3,754 | $249.0K | 0.15% | +404+12.1% | Added |
| Avantra Family Wealth, Inc. | 3,756 | $249.1K | 0.19% | +393+11.7% | Added |
| RWM Asset Management, LLC | 3,759 | $249.3K | 0.03% | +10.0% | Added |
| EdgeRock Capital LLC | 3,761 | $249.4K | 0.07% | +118+3.2% | Added |
| Tobias Financial Advisors, Inc. | 3,767 | $249.8K | 0.04% | +229+6.5% | Added |
| Post Resch Tallon Group Inc. | 3,769 | $249.9K | 0.22% | +2+0.1% | Added |
| Iron Financial, LLC | 3,771 | $250.1K | 0.12% | −40−1.0% | Reduced |
| Lifestyle Asset Management, Inc. | 3,782 | $250.8K | 0.09% | +246+7.0% | Added |
| Mach-1 Financial Group, Inc. | 3,786 | $251.1K | 0.04% | −8,438−69.0% | Reduced |
| Integrity Advisory Solutions, LLC | 3,786 | $251.1K | 0.04% | +3,786 | New |
| Insight Advisors, LLC | 3,784 | $251.3K | 0.04% | +18+0.5% | Added |
| Legacy Financial Strategies, LLC | 3,792 | $251.5K | 0.05% | +404+11.9% | Added |
| Mendel Capital Management LLC | 3,798 | $251.9K | 0.13% | +8+0.2% | Added |
| Aufman Associates Inc | 3,801 | $252.1K | 0.14% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 3,817 | $253.2K | 0.12% | +700+22.5% | Added |
| Tanager Wealth Management LLP | 3,816 | $253.2K | 0.03% | +204+5.6% | Added |
| Financial Management Network Inc | 3,839 | $253.7K | 0.04% | +783+25.6% | Added |
| American Trust | 3,843 | $254.9K | 0.02% | +66+1.7% | Added |
| Rather & Kittrell, Inc. | 3,848 | $255.2K | 0.04% | +597+18.4% | Added |
| Ssi Investment Management LLC | 3,853 | $255.5K | 0.02% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 3,853 | $255.5K | 0.06% | +125+3.4% | Added |
| Tripletail Wealth Management, LLC | 3,876 | $255.5K | 0.30% | +385+11.0% | Added |
| Cobblestone Asset Management LLC | 3,854 | $255.6K | 0.12% | +125+3.4% | Added |
| Accel Wealth Management | 3,864 | $256.3K | 0.07% | −61−1.6% | Reduced |
| Gateway Wealth Partners, LLC | 3,865 | $256.3K | 0.03% | +257+7.1% | Added |
| New Covenant Trust Company, N.A. | 3,878 | $257.2K | 0.24% | −31−0.8% | Reduced |
| Greenup Street Wealth Management LLC | 3,882 | $257.4K | 0.04% | +121+3.2% | Added |
| Farringdon Capital, Ltd. | 3,883 | $257.5K | 0.07% | −791−16.9% | Reduced |
| Sax Wealth Advisors, LLC | 3,887 | $257.8K | 0.01% | +593+18.0% | Added |
| Walleye Capital LLC | 3,894 | $258.3K | 0.00% | +3,841+7,247.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 3,900 | $258.6K | 0.15% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 3,901 | $258.7K | 0.06% | +3,901 | New |
| Financial Advisors, LLC | 3,901 | $258.7K | 0.05% | +10.0% | Added |
| Trinity Financial Advisors LLC | 3,874 | $258.9K | 0.07% | +4+0.1% | Added |
| Capital Management Associates, Inc | 3,915 | $259.6K | 0.07% | +150+4.0% | Added |
| Puzo Michael J | 3,920 | $260.0K | 0.07% | −20−0.5% | Reduced |