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
Q3 2026 data is still coming in: 59 institutions have reported holding KO so far. See Q3 2026
- Institutional holders
- 3,649
- +114 vs. Q1 2026
- Shares held
- 3.24B
- +62.7M (+2.0%) vs. Q1 2026
- Total value
- $263.1B
- +$21.7B (+9.0%) vs. Q1 2026
- New holders
- 224
- 1,585 more added
- Sold out
- 110
- 1,371 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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 58,537 | $4.76M | 0.17% | +2,336+4.2% | Added |
| WealthBridge Investment Counsel Inc. | 58,600 | $4.76M | 1.27% | −650−1.1% | Reduced |
| EPG Wealth Management LLC | 58,620 | $4.76M | 1.14% | +564+1.0% | Added |
| Evergreen Capital Management LLC | 58,369 | $4.77M | 0.08% | +5,563+10.5% | Added |
| Burns J W & Co Inc | 58,869 | $4.78M | 0.50% | −128−0.2% | Reduced |
| Waterloo Capital, L.P. | 58,888 | $4.79M | 0.27% | +4,351+8.0% | Added |
| Princeton Global Asset Management LLC | 58,963 | $4.79M | 0.69% | −129−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 58,971 | $4.79M | 0.03% | +58,971 | New |
| Dover Advisors, LLC | 68,986 | $4.82M | 1.98% | +17,347+33.6% | Added |
| Norden Group LLC | 59,392 | $4.83M | 0.40% | +3,626+6.5% | Added |
| Tufton Capital Management | 59,788 | $4.86M | 0.82% | +69+0.1% | Added |
| Carolina Wealth Advisors, LLC | 59,823 | $4.86M | 1.91% | −341−0.6% | Reduced |
| CFC Planning Co LLC | 59,886 | $4.87M | 2.88% | +6,102+11.3% | Added |
| Trilogy Capital Inc. | 59,968 | $4.87M | 0.19% | +2,255+3.9% | Added |
| Signet Investment Advisory Group, Inc. | 60,008 | $4.88M | 2.15% | +629+1.1% | Added |
| Ameritas Advisory Services, LLC | 60,012 | $4.88M | 0.10% | +16,440+37.7% | Added |
| Kinloch Capital, LLC | 60,027 | $4.88M | 1.78% | +750+1.3% | Added |
| Argent Advisors, Inc. | 60,157 | $4.89M | 1.22% | −634−1.0% | Reduced |
| Physicians Financial Services, Inc. | 60,500 | $4.92M | 1.23% | −146−0.2% | Reduced |
| Wealth Group, Ltd. | 60,500 | $4.92M | 1.23% | +41,075+211.5% | Added |
| New Age Alpha Advisors, LLC | 60,544 | $4.92M | 0.21% | −12,488−17.1% | Reduced |
| Summit Global Investments | 60,553 | $4.92M | 0.27% | +2,171+3.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 60,622 | $4.93M | 0.29% | +2,596+4.5% | Added |
| Stonebridge Capital Management Inc | 60,741 | $4.94M | 2.38% | −11,320−15.7% | Reduced |
| Charter Trust Co | 61,206 | $4.97M | 0.27% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 61,334 | $4.98M | 0.22% | −615−1.0% | Reduced |
| Concord Asset Management, LLC | 61,641 | $5.01M | 0.78% | −2,545−4.0% | Reduced |
| Ballentine Partners, LLC | 61,694 | $5.01M | 0.06% | +2,165+3.6% | Added |
| Frank, Rimerman Advisors LLC | 61,701 | $5.01M | 0.28% | +306+0.5% | Added |
| Stamos Capital Partners, L.P. | 62,002 | $5.04M | 0.77% | +6,673+12.1% | Added |
| Nilsine Partners, LLC | 62,354 | $5.07M | 0.35% | +120+0.2% | Added |
| North Star Investment Management Corp. | 62,364 | $5.07M | 0.28% | −57−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 62,384 | $5.07M | 0.12% | −35,703−36.4% | Reduced |
| Csenge Advisory Group | 62,426 | $5.07M | 0.21% | −1,205−1.9% | Reduced |
| Lafayette Investments, Inc. | 62,738 | $5.10M | 0.94% | −353−0.6% | Reduced |
| NTV Asset Management LLC | 62,775 | $5.10M | 0.50% | −1,480−2.3% | Reduced |
| Sigma Investment Counselors Inc | 62,864 | $5.11M | 0.25% | −1,927−3.0% | Reduced |
| Ingalls & Snyder LLC | 62,886 | $5.11M | 0.14% | +450+0.7% | Added |
| Buckingham Strategic Partners | 62,971 | $5.12M | 0.04% | +622+1.0% | Added |
| Foundations Investment Advisors, LLC | 63,015 | $5.12M | 0.05% | −2,506−3.8% | Reduced |
| DT Investment Partners, LLC | 63,710 | $5.18M | 0.39% | +100+0.2% | Added |
| Hallmark Capital Management Inc | 63,858 | $5.19M | 0.30% | +1,167+1.9% | Added |
| WCG Wealth Advisors LLC | 64,591 | $5.25M | 0.12% | +12,827+24.8% | Added |
| Jain Global LLC | 64,627 | $5.25M | 0.06% | +64,627 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 64,729 | $5.26M | 0.20% | −1,131−1.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 65,130 | $5.29M | 0.75% | +2,302+3.7% | Added |
| Third View Private Wealth, LLC | 65,922 | $5.36M | 0.66% | +1,769+2.8% | Added |
| Pittenger & Anderson Inc | 65,980 | $5.36M | 0.19% | +465+0.7% | Added |
| BOCHK Asset Management Ltd | 66,000 | $5.36M | 0.85% | +66,000 | New |
| Kennon-Green & Company, LLC | 66,009 | $5.36M | 4.18% | −424−0.6% | Reduced |
| Lexington Hill Partners, LLC | 66,026 | $5.37M | 2.60% | +1,559+2.4% | Added |
| Constitution Capital LLC | 66,181 | $5.38M | 2.76% | −26,555−28.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 66,188 | $5.38M | 1.14% | +49,569+298.3% | Added |
| V-Square Quantitative Management LLC | 66,207 | $5.38M | 0.51% | −34,074−34.0% | Reduced |
| PDS Planning, Inc | 66,367 | $5.39M | 0.31% | +292+0.4% | Added |
| Geneos Wealth Management Inc. | 66,726 | $5.42M | 0.11% | +25,847+63.2% | Added |
| Capital Analysts, LLC | 66,777 | $5.43M | 0.13% | −816−1.2% | Reduced |
| Mutual Advisors, LLC | 67,306 | $5.47M | 0.10% | −270.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,333 | $5.47M | 0.08% | +8,479+14.4% | Added |
| Stonebridge Financial Group, LLC | 67,922 | $5.52M | 0.42% | +2,318+3.5% | Added |
| Sandhill Capital Partners LLC | 68,054 | $5.53M | 0.45% | −591−0.9% | Reduced |
| Dakota Wealth Management | 68,178 | $5.54M | 0.11% | +274+0.4% | Added |
| Bank of Hawaii | 68,398 | $5.56M | 0.27% | +242+0.4% | Added |
| Concord Wealth Partners | 68,732 | $5.59M | 0.64% | −1,216−1.7% | Reduced |
| DJE Kapital AG | 68,400 | $5.60M | 0.11% | +12,300+21.9% | Added |
| Farmers National Bank | 68,936 | $5.60M | 1.17% | −662−1.0% | Reduced |
| Altrius Capital Management Inc | 68,989 | $5.61M | 1.06% | +68,989 | New |
| Bontempo Ohly Capital Mgmt LLC | 69,198 | $5.62M | 2.39% | +300.0% | Added |
| Alerus Financial NA | 69,351 | $5.64M | 0.25% | +33,054+91.1% | Added |
| Atomi Financial Group, Inc. | 69,440 | $5.64M | 0.15% | +5,818+9.1% | Added |
| EFG International AG | 69,490 | $5.65M | 0.10% | −23,237−25.1% | Reduced |
| Greystone Financial Group, LLC | 69,491 | $5.65M | 1.58% | −2,611−3.6% | Reduced |
| RBF Capital, LLC | 70,000 | $5.69M | 0.24% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 70,016 | $5.69M | 0.19% | −176−0.3% | Reduced |
| Atticus Wealth Management, LLC | 70,278 | $5.71M | 1.36% | −40.0% | Reduced |
| TSA Wealth Managment LLC | 70,399 | $5.72M | 1.62% | +647+0.9% | Added |
| IFP Advisors, Inc | 70,648 | $5.74M | 0.10% | +1,987+2.9% | Added |
| Columbia Asset Management | 70,912 | $5.76M | 1.00% | −1,295−1.8% | Reduced |
| Wedmont Private Capital | 69,092 | $5.77M | 0.16% | +2,510+3.8% | Added |
| Haverford Financial Services, Inc. | 71,092 | $5.78M | 1.70% | −18,379−20.5% | Reduced |
| Lee Danner & Bass Inc | 71,218 | $5.79M | 0.33% | −1,218−1.7% | Reduced |
| Chilton Investment Co LLC | 71,623 | $5.82M | 0.14% | +30,596+74.6% | Added |
| Verum Partners LLC | 71,664 | $5.82M | 0.88% | +1,380+2.0% | Added |
| Smartleaf Asset Management LLC | 70,681 | $5.84M | 0.19% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 72,087 | $5.86M | 0.76% | +511+0.7% | Added |
| Qsemble Capital Management, LP | 72,531 | $5.89M | 0.76% | +72,531 | New |
| Boston Private Wealth LLC | 72,592 | $5.90M | 0.37% | −2,609−3.5% | Reduced |
| Fort Washington Investment Advisors Inc | 72,805 | $5.92M | 0.03% | +15,707+27.5% | Added |
| HBK Sorce Advisory LLC | 68,145 | $5.92M | 0.12% | +2,037+3.1% | Added |
| Jacobi Capital Management LLC | 73,177 | $5.95M | 0.29% | +560+0.8% | Added |
| Integrated Advisors Network LLC | 73,331 | $5.96M | 0.27% | +137+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 73,337 | $5.96M | 1.48% | −1,886−2.5% | Reduced |
| Gladstone Institutional Advisory LLC | 73,515 | $5.97M | 0.19% | +193+0.3% | Added |
| Boston Research & Management Inc | 73,647 | $5.99M | 1.32% | −460−0.6% | Reduced |
| Schulhoff & Co Inc | 73,707 | $5.99M | 2.41% | −2,895−3.8% | Reduced |
| MSH Capital Advisors LLC | 73,805 | $6.00M | 1.04% | +296+0.4% | Added |
| Great Valley Advisor Group, Inc. | 73,931 | $6.01M | 0.09% | +2,751+3.9% | Added |
| Hamilton Capital Partners Inc. | 74,196 | $6.03M | 0.18% | +1,356+1.9% | Added |
| Harvey Investment Co LLC | 74,238 | $6.03M | 0.66% | +1,262+1.7% | Added |
| First Nebraska Trust Co | 74,583 | $6.06M | 0.49% | +1,983+2.7% | Added |