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 |
|---|---|---|---|---|---|
| S.E.E.D. Planning Group LLC | 5,010 | $332.3K | 0.10% | +5,010 | New |
| Wall Street Financial Group, Inc. | 5,016 | $332.7K | 0.24% | +63+1.3% | Added |
| Twinbeech Capital LP | 5,020 | $332.9K | 0.01% | −19,551−79.6% | Reduced |
| Guardian Asset Advisors, LLC | 5,020 | $333.0K | 0.18% | +4+0.1% | Added |
| Blue Rock Wealth Management LLC | 5,033 | $333.3K | 0.21% | +1,125+28.8% | Added |
| Fca Corp | 5,038 | $334.1K | 0.09% | +1,428+39.6% | Added |
| Rothschild Capital Partners, LLC | 5,040 | $334.3K | 0.08% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 5,041 | $334.3K | 0.09% | −3−0.1% | Reduced |
| Rooted Wealth Advisors, Inc. | 5,024 | $334.8K | 0.10% | +468+10.3% | Added |
| Zevin Asset Management LLC | 5,056 | $335.0K | 0.05% | +1,223+31.9% | Added |
| bLong Financial, LLC | 5,052 | $335.0K | 0.23% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 5,053 | $335.1K | 0.16% | +705+16.2% | Added |
| Boomfish Wealth Group, LLC | 5,057 | $335.4K | 0.18% | +51+1.0% | Added |
| Parvin Asset Management, LLC | 5,068 | $336.1K | 0.30% | +173+3.5% | Added |
| KFG Wealth Management, LLC | 5,072 | $336.4K | 0.05% | −221−4.2% | Reduced |
| Hemenway Trust Co LLC | 5,079 | $336.8K | 0.03% | −550−9.8% | Reduced |
| Ade, LLC | 5,088 | $337.4K | 0.17% | 00.0% | Unchanged |
| McLean Asset Management Corp | 5,130 | $339.1K | 0.07% | +1,058+26.0% | Added |
| Brightwater Advisory LLC | 5,117 | $339.4K | 0.23% | −284−5.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,117 | $339.4K | 0.15% | +1,197+30.5% | Added |
| Gladius Capital Management LP | 5,119 | $339.5K | 0.67% | +2,518+96.8% | Added |
| Huntleigh Advisors, Inc. | 5,122 | $339.6K | 0.06% | +3+0.1% | Added |
| Fiduciary Wealth Partners, LLC | 5,133 | $340.4K | 0.14% | +1,578+44.4% | Added |
| Rollins Financial Advisors, LLC | 5,137 | $340.7K | 0.05% | +97+1.9% | Added |
| Kessler Investment Group, LLC | 5,140 | $340.9K | 0.15% | +96+1.9% | Added |
| Borer Denton & Associates, Inc. | 5,142 | $341.0K | 0.11% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 5,142 | $341.0K | 0.16% | −16−0.3% | Reduced |
| Simon Quick Advisors, LLC | 5,155 | $341.9K | 0.02% | +261+5.3% | Added |
| Aspect Partners, LLC | 5,159 | $342.1K | 0.16% | −175−3.3% | Reduced |
| Fiducient Advisors LLC | 5,124 | $342.4K | 0.04% | −238−4.4% | Reduced |
| Chancellor Financial Group WB LP | 5,177 | $343.3K | 0.24% | −10,045−66.0% | Reduced |
| Wealthstream Advisors, Inc. | 5,185 | $343.9K | 0.05% | −379−6.8% | Reduced |
| Fort Sheridan Advisors LLC | 5,185 | $343.9K | 0.04% | −311−5.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,187 | $344.0K | 0.07% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 5,156 | $344.6K | 0.04% | +5,156 | New |
| Silvant Capital Management LLC | 5,209 | $345.5K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5,216 | $345.9K | 0.38% | −324−5.8% | Reduced |
| Strait & Sound Wealth Management LLC | 5,217 | $346.0K | 0.13% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,219 | $346.1K | 0.10% | +62+1.2% | Added |
| Eagle Wealth Strategies LLC | 5,219 | $346.1K | 0.17% | +513+10.9% | Added |
| Doliver Advisors, LP | 5,223 | $346.4K | 0.09% | +10.0% | Added |
| Northstar Financial Companies, Inc. | 5,225 | $346.5K | 0.32% | 00.0% | Unchanged |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 5,245 | $347.8K | 0.03% | −36,909−87.6% | Reduced |
| TrueWealth Advisors, LLC | 5,247 | $348.0K | 0.09% | +10+0.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 5,264 | $349.0K | 0.01% | −19,926−79.1% | Reduced |
| MFA Wealth Services | 5,268 | $349.4K | 0.24% | +99+1.9% | Added |
| Becker Capital Management Inc | 5,229 | $349.5K | 0.01% | 00.0% | Unchanged |
| Miller Investment Management, LP | 5,275 | $349.8K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,282 | $350.3K | 0.19% | −50−0.9% | Reduced |
| Asset Planning Corporation | 5,300 | $351.5K | 0.17% | 00.0% | Unchanged |
| BXM Wealth LLC | 5,301 | $351.6K | 0.33% | +2,211+71.6% | Added |
| Leigh Baldwin & Co., LLC | 5,304 | $351.8K | 0.20% | −68−1.3% | Reduced |
| Brown Shipley& Co Ltd | 5,316 | $352.6K | 0.19% | −889−14.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,318 | $352.7K | 0.01% | +30+0.6% | Added |
| Instrumental Wealth, LLC | 5,117 | $353.0K | 0.25% | −5−0.1% | Reduced |
| Middleton & Co Inc | 5,325 | $353.2K | 0.04% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 5,331 | $353.6K | 0.18% | +250+4.9% | Added |
| Cascade Investment Group, Inc. | 5,336 | $353.9K | 0.23% | −325−5.7% | Reduced |
| Blossom Wealth Management | 5,346 | $354.5K | 0.57% | +121+2.3% | Added |
| Warren Street Wealth Advisors, LLC | 5,355 | $355.1K | 0.11% | −1,329−19.9% | Reduced |
| Tradition Wealth Management, LLC | 5,355 | $355.2K | 0.03% | −659−11.0% | Reduced |
| Disciplined Investors, L.L.C. | 5,363 | $355.7K | 0.25% | +317+6.3% | Added |
| Sterling Wealth Management, Inc. | 5,368 | $356.0K | 0.11% | +250+4.9% | Added |
| Global Assets Advisory, LLC | 5,369 | $356.1K | 0.11% | +10+0.2% | Added |
| DRW Securities, LLC | 5,404 | $356.2K | 0.02% | +5,404 | New |
| Stegent Equity Advisors, Inc. | 5,383 | $357.0K | 0.29% | −1,089−16.8% | Reduced |
| Planning Center, Inc. | 5,399 | $358.1K | 0.04% | +8+0.1% | Added |
| Sippican Capital Advisors | 5,399 | $358.1K | 0.24% | 00.0% | Unchanged |
| Hilltop National Bank | 5,405 | $358.5K | 0.09% | −600−10.0% | Reduced |
| VSM Wealth Advisory, LLC | 5,405 | $358.5K | 0.11% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,410 | $358.8K | 0.14% | +5,410 | New |
| Parisi Gray Wealth Management | 5,415 | $359.1K | 0.09% | −311−5.4% | Reduced |
| Avaii Wealth Management, LLC | 5,421 | $359.6K | 0.14% | −391−6.7% | Reduced |
| Pacific Center for Financial Services | 5,425 | $359.8K | 0.09% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 5,427 | $359.9K | 0.06% | +635+13.3% | Added |
| Bolthouse Investments, LLC | 5,431 | $360.2K | 0.33% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 5,440 | $360.8K | 0.06% | −259−4.5% | Reduced |
| Archford Capital Strategies, LLC | 5,467 | $362.6K | 0.04% | −557−9.2% | Reduced |
| Financial Insights, Inc. | 5,467 | $362.6K | 0.12% | +693+14.5% | Added |
| Walkner Condon Financial Advisors LLC | 5,479 | $363.4K | 0.06% | −109−2.0% | Reduced |
| Contravisory Investment Management, Inc. | 5,483 | $363.6K | 0.07% | −1,673−23.4% | Reduced |
| TFC Financial Management | 5,485 | $363.8K | 0.05% | +953+21.0% | Added |
| Traynor Capital Management, Inc. | 5,496 | $364.5K | 0.02% | +797+17.0% | Added |
| Sage Rhino Capital LLC | 5,496 | $364.5K | 0.07% | −21−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 5,504 | $365.0K | 0.02% | −160−2.8% | Reduced |
| Joule Financial, LLC | 5,482 | $366.4K | 0.11% | +286+5.5% | Added |
| DGS Capital Management, LLC | 5,565 | $369.1K | 0.07% | +498+9.8% | Added |
| May Hill Capital, LLC | 5,565 | $369.1K | 0.11% | −997−15.2% | Reduced |
| Code Waechter LLC | 5,467 | $369.1K | 0.24% | −1,329−19.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 5,584 | $370.4K | 0.20% | +38+0.7% | Added |
| Sentry LLC | 5,587 | $370.5K | 0.09% | +10.0% | Added |
| SAM Advisors, LLC | 5,599 | $371.3K | 0.12% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 5,601 | $371.5K | 0.10% | −913−14.0% | Reduced |
| Viewpoint Capital Management LLC | 5,604 | $371.7K | 0.16% | +20.0% | Added |
| Morris Retirement Advisors, LLC | 5,606 | $371.8K | 0.16% | +404+7.8% | Added |
| Accent Capital Management, LLC | 5,595 | $373.9K | 0.16% | −187−3.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,643 | $374.3K | 0.04% | +96+1.7% | Added |
| Argyle Capital Partners, LLC | 5,645 | $374.4K | 0.27% | +150+2.7% | Added |
| Cary Street Partner Investment Advisory LLC | 5,647 | $374.5K | 0.16% | +265+4.9% | Added |
| Burkett Financial Services, LLC | 5,652 | $374.8K | 0.13% | +40+0.7% | Added |