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 |
|---|---|---|---|---|---|
| Schmidt P J Investment Management Inc | 3,796 | $308.5K | 0.05% | 00.0% | Unchanged |
| 5th Street Advisors, LLC | 3,800 | $308.8K | 0.12% | 00.0% | Unchanged |
| Investment Research Partners LLC | 3,809 | $309.6K | 0.10% | +1,042+37.7% | Added |
| Triangle Securities Wealth Management | 3,820 | $310.5K | 0.06% | −325−7.8% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 3,821 | $310.5K | 0.13% | +662+21.0% | Added |
| Mendel Capital Management LLC | 3,827 | $311.0K | 0.14% | +9+0.2% | Added |
| American Trust | 3,829 | $311.2K | 0.02% | +150+4.1% | Added |
| Coastline Trust Co | 3,833 | $311.5K | 0.03% | +470+14.0% | Added |
| Cedarwood Wealth LLC | 3,841 | $312.1K | 0.24% | −816−17.5% | Reduced |
| Heritage Investment Group, Inc. | 3,843 | $312.3K | 0.04% | +10.0% | Added |
| Bank of Stockton | 3,844 | $312.4K | 0.09% | −12−0.3% | Reduced |
| Compass Wealth Management, LLC | 3,852 | $313.1K | 0.12% | +3+0.1% | Added |
| Ssi Investment Management LLC | 3,853 | $313.1K | 0.02% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,857 | $314.3K | 0.02% | +317+9.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3,877 | $315.1K | 0.14% | −23−0.6% | Reduced |
| WealthBridge Capital Management, LLC | 3,882 | $315.5K | 0.06% | −38−1.0% | Reduced |
| Accel Wealth Management | 3,886 | $315.8K | 0.07% | +15+0.4% | Added |
| Buska Wealth Management, LLC | 3,886 | $315.8K | 0.11% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 3,890 | $316.2K | 0.26% | −1,541−28.4% | Reduced |
| Alchemi Wealth, LLC | 3,889 | $316.2K | 0.15% | −11−0.3% | Reduced |
| Signature Equity Partners, LLC | 3,891 | $316.2K | 0.15% | −238−5.8% | Reduced |
| Kozak & Associates, Inc. | 3,895 | $316.6K | 0.05% | +23+0.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 3,900 | $317.0K | 0.17% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,903 | $317.2K | 0.03% | −90−2.3% | Reduced |
| Duncan Williams Asset Management, LLC | 3,903 | $317.2K | 0.07% | 00.0% | Unchanged |
| Advisory Solutions Group, LLC | 3,910 | $317.8K | 0.11% | +3,910 | New |
| Trinity Financial Advisors LLC | 3,887 | $318.0K | 0.08% | +4+0.1% | Added |
| Horizon Bancorp Inc | 3,908 | $318.0K | 0.15% | −107−2.7% | Reduced |
| Keyvantage Wealth, LLC | 3,915 | $318.2K | 0.12% | −37−0.9% | Reduced |
| Puzo Michael J | 3,920 | $318.6K | 0.08% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 3,925 | $319.0K | 0.05% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 3,895 | $319.5K | 0.12% | +15+0.4% | Added |
| Tripletail Wealth Management, LLC | 3,801 | $319.8K | 0.37% | 00.0% | Unchanged |
| Stronghold Wealth Management L.L.C. | 3,938 | $320.0K | 0.43% | −27−0.7% | Reduced |
| Ponta Wealth Partners, LLC | 3,940 | $320.2K | 0.17% | +589+17.6% | Added |
| August Group Capital Ltd | 3,942 | $320.3K | 0.35% | −308−7.2% | Reduced |
| Mindset Wealth Management, LLC | 3,960 | $321.8K | 0.06% | +839+26.9% | Added |
| Wood Tarver Financial Group, LLC | 3,972 | $322.0K | 0.08% | +171+4.5% | Added |
| Value Investment Professionals, LLC | 3,962 | $322.0K | 0.27% | +11+0.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 3,980 | $323.0K | 0.01% | −7,073−64.0% | Reduced |
| Carr Financial Group Corp | 3,976 | $323.1K | 0.07% | −410−9.3% | Reduced |
| Red Wave Investments LLC | 3,979 | $323.4K | 0.08% | −199−4.8% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,981 | $323.5K | 0.14% | −1,321−24.9% | Reduced |
| FSA Advisors, Inc. | 3,982 | $323.7K | 0.15% | +30+0.8% | Added |
| Osprey Private Wealth LLC | 3,986 | $323.9K | 0.08% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 3,988 | $324.1K | 0.24% | +25+0.6% | Added |
| Landing Point Financial Group, LLC | 3,999 | $325.0K | 0.11% | +12+0.3% | Added |
| Xcel Wealth Management, LLC | 4,000 | $325.1K | 0.08% | −1,501−27.3% | Reduced |
| Brooktree Capital Management | 4,000 | $325.1K | 0.21% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $325.1K | 0.16% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 4,000 | $325.1K | 0.22% | 00.0% | Unchanged |
| Bard Associates Inc | 3,979 | $325.4K | 0.07% | +32+0.8% | Added |
| Curran Financial Partners, LLC | 4,007 | $325.7K | 0.05% | −113−2.7% | Reduced |
| Blue Water Asset Management | 4,009 | $325.8K | 0.11% | +27+0.7% | Added |
| Congress Park Capital LLC | 4,013 | $326.1K | 0.09% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 4,019 | $326.6K | 0.08% | +1,282+46.8% | Added |
| M1 Capital Management LLC | 4,036 | $328.0K | 0.12% | −3−0.1% | Reduced |
| Peak Retirement Planning, Inc. | 4,040 | $328.3K | 0.05% | +4,040 | New |
| Vista Investment Partners II, LLC | 4,042 | $328.5K | 0.13% | −1,246−23.6% | Reduced |
| Willner & Heller, LLC | 4,043 | $328.5K | 0.21% | +180+4.7% | Added |
| Berkshire Bank | 4,045 | $328.7K | 0.06% | 00.0% | Unchanged |
| VanWeelden Wealth Management, LLC | 4,045 | $328.7K | 0.24% | +12+0.3% | Added |
| International Private Wealth Advisors LLC | 4,046 | $328.8K | 0.17% | +58+1.5% | Added |
| Manske Wealth Management | 4,047 | $328.9K | 0.08% | +30+0.7% | Added |
| RWM Asset Management, LLC | 3,762 | $329.5K | 0.05% | +218+6.2% | Added |
| Vicus Capital | 4,055 | $329.6K | 0.02% | −226−5.3% | Reduced |
| Watchman Group, Inc. | 4,056 | $329.7K | 0.07% | −252−5.8% | Reduced |
| White Pine Capital LLC | 4,058 | $329.8K | 0.08% | +136+3.5% | Added |
| Sara-Bay Financial | 4,059 | $329.9K | 0.09% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,065 | $330.4K | 0.04% | −4,862−54.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 4,060 | $330.5K | 0.04% | +2,952+266.4% | Added |
| Sculati Wealth Management, LLC | 4,059 | $331.1K | 0.11% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 4,075 | $331.2K | 0.03% | −75−1.8% | Reduced |
| Greenwich Wealth Management LLC | 4,090 | $332.0K | 0.01% | +425+11.6% | Added |
| Cabot Wealth Management Inc | 4,086 | $332.1K | 0.03% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 4,088 | $332.2K | 0.23% | −50−1.2% | Reduced |
| Cheviot Value Management, LLC | 4,089 | $332.3K | 0.03% | 00.0% | Unchanged |
| Simplify Asset Management Inc. | 4,089 | $332.3K | 0.00% | +55+1.4% | Added |
| Old Peak Finance LLC | 4,091 | $332.5K | 0.16% | +4,091 | New |
| Albion Financial Group | 4,098 | $333.0K | 0.02% | −554−11.9% | Reduced |
| Pursuit Wealth Strategies, LLC | 4,098 | $333.1K | 0.43% | +764+22.9% | Added |
| Cherokee Insurance Co | 4,100 | $333.2K | 0.13% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 4,075 | $333.3K | 0.05% | +75+1.9% | Added |
| KG&L Capital Management,LLC | 4,109 | $333.9K | 0.20% | +40+1.0% | Added |
| Kelly Financial Group LLC | 4,097 | $335.2K | 0.07% | +14+0.3% | Added |
| Reicon Wealth Advisors, LLC | 4,125 | $335.2K | 0.21% | +723+21.3% | Added |
| Financial Consulate, Inc | 4,123 | $335.3K | 0.04% | +425+11.5% | Added |
| Harvest Investment Services, LLC | 4,132 | $335.8K | 0.05% | +480+13.1% | Added |
| Braun-Bostich & Associates Inc. | 4,132 | $335.8K | 0.19% | −249−5.7% | Reduced |
| Fca Corp | 4,147 | $337.1K | 0.08% | +536+14.8% | Added |
| Sageworth Trust Co | 4,150 | $337.3K | 0.01% | −784−15.9% | Reduced |
| Andrews Advisory Associates, LLC | 4,154 | $337.6K | 0.16% | −90−2.1% | Reduced |
| NavPoint Financial, Inc. | 4,155 | $337.7K | 0.13% | +9+0.2% | Added |
| BTC Capital Management, Inc. | 4,158 | $337.9K | 0.02% | −123−2.9% | Reduced |
| Financial Partners Group, Inc | 4,160 | $338.1K | 0.03% | +23+0.6% | Added |
| Zuckerman Investment Group, LLC | 4,163 | $338.3K | 0.03% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 4,140 | $338.7K | 0.08% | +267+6.9% | Added |
| Tanager Wealth Management LLP | 4,168 | $338.8K | 0.03% | +495+13.5% | Added |
| Beacon Financial Strategies CORP | 4,181 | $339.8K | 0.17% | 00.0% | Unchanged |
| Total Wealth Planning & Management, Inc. | 4,185 | $340.1K | 0.25% | −13−0.3% | Reduced |