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 2026
Institutional positions in Coca Cola Co as of Jun 30, 2026. 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
- 3,649
- +113 vs. Q1 2026
- Shares held
- 3.24B
- +62.6M (+2.0%) vs. Q1 2026
- Total value
- $263.1B
- +$21.7B (+9.0%) vs. Q1 2026
- New holders
- 223
- 1,585 more added
- Sold out
- 110
- 1,372 more reduced
48 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tempus Wealth Planning, LLC | 4,705 | $382.4K | 0.07% | −269−5.4% | Reduced |
| Prelude Capital Management, LLC | 4,715 | $383.2K | 0.03% | +4,715 | New |
| Trust Investment Advisors | 4,715 | $383.2K | 0.18% | −1,971−29.5% | Reduced |
| Hoge Financial Services, LLC | 4,719 | $383.5K | 0.18% | +84+1.8% | Added |
| FLC Capital Advisors | 4,725 | $384.0K | 0.06% | −21−0.4% | Reduced |
| Mezzasalma Advisors, LLC | 4,735 | $384.8K | 0.08% | −294−5.8% | Reduced |
| Curated Wealth Partners LLC | 4,739 | $385.1K | 0.04% | +1,449+44.0% | Added |
| CMH Wealth Management LLC | 4,712 | $385.4K | 0.06% | −163−3.3% | Reduced |
| Syverson Strege & Co | 4,745 | $385.6K | 0.08% | +47+1.0% | Added |
| Lifestyle Asset Management, Inc. | 4,747 | $385.8K | 0.10% | +247+5.5% | Added |
| Washington Trust Bank | 4,749 | $386.0K | 0.03% | +285+6.4% | Added |
| Rather & Kittrell, Inc. | 4,752 | $386.3K | 0.05% | +239+5.3% | Added |
| Advisors Preferred, LLC | 4,592 | $386.4K | 0.06% | −2,340−33.8% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 4,764 | $387.0K | 0.02% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 4,769 | $387.6K | 0.05% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 4,770 | $387.7K | 0.31% | +60+1.3% | Added |
| Red Cedar Investment Management, LLC | 4,774 | $388.0K | 0.04% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 4,756 | $388.2K | 0.03% | +883+22.8% | Added |
| General Partner, Inc. | 4,785 | $388.9K | 0.21% | 00.0% | Unchanged |
| COFG Advisors, LLC | 4,786 | $388.9K | 0.07% | +853+21.7% | Added |
| Vista Capital Partners, Inc. | 4,789 | $389.2K | 0.03% | +189+4.1% | Added |
| Atlas Legacy Advisors, LLC | 4,959 | $389.3K | 0.06% | +1,473+42.3% | Added |
| Kirtland Hills Capital Management, LLC | 4,794 | $389.6K | 0.11% | +126+2.7% | Added |
| Apollon Financial, LLC | 4,798 | $389.9K | 0.05% | +75+1.6% | Added |
| Prosperitas Financial LLC | 4,802 | $390.2K | 0.12% | +956+24.9% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 4,772 | $390.4K | 0.05% | +154+3.3% | Added |
| Westco Advisory Services Inc | 4,805 | $390.5K | 0.24% | −225−4.5% | Reduced |
| Lloyd Advisory Services, LLC. | 4,806 | $390.6K | 0.15% | −10,775−69.2% | Reduced |
| Tandem Investment Advisors, Inc. | 4,818 | $391.6K | 0.03% | −2,318−32.5% | Reduced |
| Guardian Asset Advisors, LLC | 4,818 | $391.7K | 0.18% | −26−0.5% | Reduced |
| Unified Investment Management | 4,822 | $391.8K | 0.37% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 4,822 | $391.9K | 0.15% | −6−0.1% | Reduced |
| Plan Group Financial, LLC | 4,831 | $392.6K | 0.08% | −21−0.4% | Reduced |
| Accent Capital Management, LLC | 4,800 | $392.6K | 0.17% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 4,843 | $393.6K | 0.05% | +1,006+26.2% | Added |
| HMV Wealth Advisors, LLC | 4,850 | $394.2K | 0.15% | +139+3.0% | Added |
| XY Planning Network, Inc. | 4,850 | $394.2K | 0.05% | +1,718+54.9% | Added |
| Avaii Wealth Management, LLC | 4,853 | $394.4K | 0.12% | −708−12.7% | Reduced |
| Maseco LLP | 4,859 | $394.7K | 0.01% | −114−2.3% | Reduced |
| TLWM | 4,858 | $394.8K | 0.06% | +505+11.6% | Added |
| Front Street Capital Management, Inc. | 4,855 | $394.9K | 0.04% | −1,952−28.7% | Reduced |
| Seaside Wealth Management, Inc. | 4,863 | $395.2K | 0.10% | +4,863 | New |
| Brown Shipley& Co Ltd | 4,869 | $395.7K | 0.20% | −158−3.1% | Reduced |
| Traynor Capital Management, Inc. | 4,879 | $396.5K | 0.02% | +463+10.5% | Added |
| Adamsbrown Wealth Consultants LLC | 4,888 | $397.2K | 0.07% | −73−1.5% | Reduced |
| Copley Financial Group, Inc. | 4,891 | $397.5K | 0.24% | −2,414−33.0% | Reduced |
| Allied Private Wealth LLC | 4,778 | $398.5K | 0.26% | +4,778 | New |
| Polymer Capital Management (US) LLC | 4,914 | $399.4K | 0.06% | −23,501−82.7% | Reduced |
| Per Stirling Capital Management, LLC. | 4,915 | $399.4K | 0.04% | +71+1.5% | Added |
| EJMK Ventures LLC | 4,901 | $399.6K | 0.18% | −124−2.5% | Reduced |
| Aspen Grove Capital, LLC | 4,886 | $399.7K | 0.06% | +4+0.1% | Added |
| Master's Wealth Management Inc. | 4,924 | $400.2K | 0.12% | +181+3.8% | Added |
| Brogan Financial, Inc. | 4,940 | $401.5K | 0.16% | +29+0.6% | Added |
| Boomfish Wealth Group, LLC | 4,951 | $402.4K | 0.18% | +30+0.6% | Added |
| Meramec Financial Planners, LLC | 4,790 | $402.7K | 0.15% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 4,969 | $403.8K | 0.06% | −271−5.2% | Reduced |
| Warwick Investment Management, Inc. | 4,976 | $404.4K | 0.05% | 00.0% | Unchanged |
| Crusonia Wealth Advisors LLC | 5,003 | $406.6K | 0.07% | +844+20.3% | Added |
| NewSquare Capital LLC | 5,008 | $407.0K | 0.03% | +1,191+31.2% | Added |
| Morris Financial Concepts, Inc. | 5,019 | $407.9K | 0.13% | +10.0% | Added |
| Hoxton Planning & Management, LLC | 5,029 | $408.7K | 0.11% | +109+2.2% | Added |
| Hemenway Trust Co LLC | 5,035 | $409.2K | 0.03% | +26+0.5% | Added |
| Shufro Rose & Co LLC | 5,035 | $409.2K | 0.02% | −365−6.8% | Reduced |
| Cedar Point Capital Partners, LLC | 5,036 | $409.3K | 0.24% | +581+13.0% | Added |
| Alamar Capital Management, LLC | 5,004 | $409.3K | 0.21% | 00.0% | Unchanged |
| Fiera Capital Corp | 5,051 | $410.5K | 0.00% | −17−0.3% | Reduced |
| bLong Financial, LLC | 5,052 | $410.6K | 0.27% | 00.0% | Unchanged |
| Country Trust Bank | 5,059 | $411.1K | 0.01% | +59+1.2% | Added |
| FourThought Financial Partners, LLC | 5,060 | $411.2K | 0.03% | +604+13.6% | Added |
| Strategic Investment Advisors | 5,063 | $411.5K | 0.02% | −4,420−46.6% | Reduced |
| Tandem Investment Partners LLC | 5,064 | $411.6K | 0.32% | +110+2.2% | Added |
| Two Sigma Securities, LLC | 5,065 | $411.6K | 0.04% | −17,393−77.4% | Reduced |
| Requisite Capital Management, LLC | 5,034 | $411.8K | 0.07% | +22+0.4% | Added |
| HRT Financial LP | 5,076 | $412.0K | 0.00% | −636,209−99.2% | Reduced |
| McLean Asset Management Corp | 4,707 | $412.3K | 0.05% | −210−4.3% | Reduced |
| Southland Equity Partners LLC | 5,075 | $412.4K | 0.07% | +209+4.3% | Added |
| 49 Wealth Management, LLC | 5,088 | $413.5K | 0.08% | +2,340+85.2% | Added |
| Alongside, LLC | 5,088 | $413.5K | 0.08% | +5,088 | New |
| Ade, LLC | 5,089 | $413.6K | 0.17% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 5,093 | $413.9K | 0.15% | +13+0.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,096 | $414.3K | 0.02% | −17−0.3% | Reduced |
| TFB Advisors LLC | 5,099 | $414.4K | 0.18% | −25−0.5% | Reduced |
| Kessler Investment Group, LLC | 5,108 | $415.1K | 0.18% | +45+0.9% | Added |
| SOA Wealth Advisors, LLC. | 5,111 | $415.3K | 0.07% | −356−6.5% | Reduced |
| Topsail Wealth Management, LLC | 5,081 | $415.6K | 0.05% | −60−1.2% | Reduced |
| Brightwater Advisory LLC | 5,117 | $415.9K | 0.26% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,126 | $416.6K | 0.16% | +10.0% | Added |
| Indiana Trust & Investment Management CO | 5,146 | $418.2K | 0.11% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 5,148 | $418.4K | 0.18% | +1,092+26.9% | Added |
| Gould Asset Management LLC | 5,157 | $419.1K | 0.07% | −579−10.1% | Reduced |
| Decker Wealth Management LLC | 5,162 | $419.5K | 0.09% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,175 | $420.6K | 0.03% | +2,348+83.1% | Added |
| Richardson Financial Services Inc. | 5,175 | $420.6K | 0.24% | +126+2.5% | Added |
| Element Wealth, LLC | 5,179 | $420.9K | 0.16% | −81−1.5% | Reduced |
| Acropolis Investment Management, LLC | 5,185 | $421.4K | 0.02% | −1,014−16.4% | Reduced |
| KC Investment Advisors, LLC | 5,191 | $421.9K | 0.08% | +334+6.9% | Added |
| Acorn Wealth Advisors, LLC | 5,195 | $422.2K | 0.10% | +436+9.2% | Added |
| Evansbrook LLC | 5,196 | $422.3K | 0.25% | +500+10.6% | Added |
| PKS Advisory Services, LLC | 5,201 | $422.7K | 0.07% | +5,201 | New |
| Silvant Capital Management LLC | 5,209 | $423.3K | 0.01% | 00.0% | Unchanged |