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 |
|---|---|---|---|---|---|
| Acorn Financial Advisory Services Inc | 7,545 | $613.2K | 0.08% | −604−7.4% | Reduced |
| Advisortrust Partners, LLC | 7,558 | $614.2K | 0.21% | −305−3.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,562 | $614.6K | 0.12% | −1,373−15.4% | Reduced |
| Terril Brothers, Inc. | 7,563 | $614.6K | 0.16% | 00.0% | Unchanged |
| Costello Asset Management, INC | 7,570 | $615.2K | 0.18% | +137+1.8% | Added |
| Security Financial Services, INC. | 7,585 | $616.4K | 0.09% | +40+0.5% | Added |
| Spirit of America Management Corp | 7,600 | $617.7K | 0.12% | 00.0% | Unchanged |
| Union Savings Bank | 7,610 | $618.5K | 0.25% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 7,621 | $619.4K | 0.23% | +299+4.1% | Added |
| Sun Financial Inc | 7,141 | $620.3K | 0.29% | −774−9.8% | Reduced |
| Action Point Financial Planning, LLC | 7,642 | $620.8K | 0.06% | +7,642 | New |
| Compton Wealth Advisory Group, LLC | 7,649 | $621.8K | 0.13% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 7,655 | $622.1K | 0.04% | −3,786−33.1% | Reduced |
| Alteri Wealth LLC | 7,659 | $622.5K | 0.17% | +67+0.9% | Added |
| Fort Sheridan Advisors LLC | 7,665 | $622.9K | 0.07% | +25+0.3% | Added |
| Swiss Re Ltd | 7,669 | $623.3K | 0.06% | +6,775+757.8% | Added |
| Key Client Fiduciary Advisors, LLC | 7,676 | $623.8K | 0.18% | +935+13.9% | Added |
| Fulcrum Capital LLC | 7,680 | $624.2K | 0.13% | −26−0.3% | Reduced |
| Blueshift Asset Management, LLC | 7,692 | $625.1K | 0.14% | +7,692 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,698 | $625.6K | 0.09% | +345+4.7% | Added |
| Resolute Wealth Strategies, LLC | 7,704 | $626.1K | 0.24% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 7,708 | $626.4K | 0.28% | −20.0% | Reduced |
| CoreFirst Bank & Trust | 7,732 | $628.4K | 0.31% | −50−0.6% | Reduced |
| River Wealth Advisors LLC | 7,733 | $628.5K | 0.07% | −196−2.5% | Reduced |
| MOKAN Wealth Management Inc. | 7,732 | $628.5K | 0.24% | −97−1.2% | Reduced |
| Quadcap Wealth Management, LLC | 7,739 | $629.0K | 0.06% | +1,478+23.6% | Added |
| Bradley & Co. Private Wealth Management, LLC | 7,693 | $629.3K | 0.30% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 7,763 | $630.9K | 0.08% | +22+0.3% | Added |
| Prostatis Group LLC | 7,795 | $633.5K | 0.15% | +4,661+148.7% | Added |
| Challenger Wealth Management | 7,817 | $635.3K | 0.47% | +254+3.4% | Added |
| One Wealth Capital Management, LLC | 7,831 | $636.4K | 0.18% | +4,639+145.3% | Added |
| Banyan Capital Management, Inc. | 7,836 | $636.8K | 0.28% | −145−1.8% | Reduced |
| Laidlaw Wealth Management LLC | 7,867 | $639.4K | 1.82% | +7,867 | New |
| Carrera Capital Advisors | 7,821 | $639.6K | 0.09% | +329+4.4% | Added |
| Cannon Wealth Management Services, LLC | 7,876 | $640.1K | 0.35% | −13−0.2% | Reduced |
| Medallion Wealth Advisors, LLC | 7,882 | $640.7K | 0.21% | −3,821−32.6% | Reduced |
| Cardiff Park Advisors, LLC | 7,895 | $641.6K | 0.05% | +5+0.1% | Added |
| Wealth Alliance | 7,900 | $642.0K | 0.05% | −6,597−45.5% | Reduced |
| Global X Japan Co., Ltd. | 7,900 | $642.0K | 0.02% | −447−5.4% | Reduced |
| Jacobsen Capital Management | 7,906 | $642.5K | 0.19% | +4+0.1% | Added |
| Pacitti Group Inc. | 7,860 | $642.7K | 0.20% | +31+0.4% | Added |
| Rosenberg Matthew Hamilton | 7,925 | $644.0K | 0.12% | +281+3.7% | Added |
| Level Wealth Management LLC | 7,876 | $644.3K | 0.26% | 00.0% | Unchanged |
| Dickmeyer Boyce Financial Management, Inc. | 7,929 | $644.4K | 0.33% | +6+0.1% | Added |
| Gladwyn Financial Advisors, Inc. | 7,938 | $645.1K | 0.40% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 7,969 | $647.6K | 0.08% | −5−0.1% | Reduced |
| Laraway Financial Inc | 7,976 | $648.2K | 0.39% | −16−0.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 7,981 | $648.6K | 0.13% | +20.0% | Added |
| Lazard Freres Gestion S.A.S. | 8,000 | $650.0K | 0.01% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 7,949 | $650.2K | 0.05% | −962−10.8% | Reduced |
| Plotkin Financial Advisors, LLC | 8,009 | $650.9K | 0.27% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 9,957 | $652.1K | 0.67% | −91−0.9% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 8,045 | $653.0K | 0.42% | −325−3.9% | Reduced |
| Raleigh Capital Management Inc. | 8,038 | $653.3K | 0.21% | −10,202−55.9% | Reduced |
| Cim Investment Mangement Inc | 8,039 | $653.3K | 0.16% | −805−9.1% | Reduced |
| ESL Trust Services, LLC | 8,050 | $654.2K | 0.11% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 8,007 | $654.9K | 0.06% | −912−10.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,072 | $656.0K | 0.06% | +29+0.4% | Added |
| Spectrum Strategic Capital Management, LLC | 8,083 | $657.0K | 0.33% | +136+1.7% | Added |
| TrustBank | 8,101 | $658.4K | 0.22% | −300−3.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 8,105 | $658.7K | 0.05% | −902−10.0% | Reduced |
| Birch Financial Group, LLC | 8,114 | $659.4K | 0.34% | +93+1.2% | Added |
| Gratus Wealth Advisors, LLC | 8,127 | $660.5K | 0.08% | +605+8.0% | Added |
| Global Financial Private Client, LLC | 8,154 | $662.7K | 0.18% | +18+0.2% | Added |
| Private Advisory Group LLC | 8,164 | $663.5K | 0.04% | +41+0.5% | Added |
| Integrity Advisory Solutions, LLC | 8,175 | $664.4K | 0.07% | +1,814+28.5% | Added |
| Stegent Equity Advisors, Inc. | 8,176 | $664.5K | 0.48% | +2,924+55.7% | Added |
| Wealth Preservation Advisors, LLC | 8,186 | $665.3K | 0.38% | +4,766+139.4% | Added |
| S.E.E.D. Planning Group LLC | 8,188 | $665.5K | 0.18% | −349−4.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 8,192 | $665.8K | 0.07% | +159+2.0% | Added |
| Canopy Partners, LLC | 8,209 | $667.1K | 0.20% | +473+6.1% | Added |
| Three Seasons Wealth, LLC | 8,228 | $668.7K | 0.06% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 8,239 | $669.6K | 0.13% | +1,693+25.9% | Added |
| Ifrah Financial Services, Inc. | 8,241 | $669.8K | 0.16% | +8+0.1% | Added |
| Keudell/Morrison Wealth Management | 8,260 | $671.3K | 0.13% | −1,728−17.3% | Reduced |
| Arbor Wealth Advisors LLC | 8,265 | $671.7K | 0.41% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 8,269 | $672.0K | 0.24% | +56+0.7% | Added |
| First National Bank Sioux Falls | 8,969 | $674.3K | 0.18% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 8,303 | $674.8K | 0.37% | +6+0.1% | Added |
| Maridea Wealth Management LLC | 8,328 | $676.9K | 0.07% | +5,312+176.1% | Added |
| First County Bank | 8,341 | $677.9K | 0.32% | −153−1.8% | Reduced |
| Prota Financial, LLC | 8,349 | $678.7K | 0.45% | −101−1.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 8,353 | $679.0K | 0.03% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 8,368 | $680.1K | 0.36% | 00.0% | Unchanged |
| St. Louis Trust Co | 14,012 | $680.2K | 0.18% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 8,380 | $681.1K | 0.14% | +8,380 | New |
| Wealthquest Corp | 8,383 | $681.3K | 0.04% | +785+10.3% | Added |
| Navellier & Associates Inc | 8,415 | $683.9K | 0.05% | −3,025−26.4% | Reduced |
| Yoffe Investment Management, LLC | 8,426 | $684.8K | 0.78% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 8,439 | $685.8K | 0.10% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,450 | $686.7K | 0.07% | +251+3.1% | Added |
| Rollins Financial Advisors, LLC | 8,451 | $686.8K | 0.09% | −4,997−37.2% | Reduced |
| Camden National Bank | 8,459 | $687.5K | 0.09% | +284+3.5% | Added |
| DV Trading LLC | 8,462 | $687.7K | 0.06% | +5,060+148.7% | Added |
| Armstrong, Fleming & Moore, Inc | 8,464 | $687.9K | 0.23% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 8,476 | $688.9K | 0.07% | +703+9.0% | Added |
| BlackDiamond Wealth Management Inc. | 7,938 | $689.6K | 0.28% | +215+2.8% | Added |
| May Hill Capital, LLC | 8,496 | $690.5K | 0.14% | +839+11.0% | Added |
| Wilkins Miller Wealth Management, LLC | 8,502 | $690.9K | 0.38% | +15+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 8,503 | $691.0K | 0.06% | +400+4.9% | Added |