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: 11 institutions have reported holding KO so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 21,837 | $1.77M | 0.02% | +305+1.4% | Added |
| Beacon Investment Advisors LLC | 21,825 | $1.77M | 0.56% | −112−0.5% | Reduced |
| Wynn Capital, LLC | 21,807 | $1.77M | 0.79% | +383+1.8% | Added |
| Ironwood Investment Counsel, LLC | 21,802 | $1.77M | 0.23% | +100.0% | Added |
| Navalign, LLC | 21,705 | $1.76M | 0.41% | −561−2.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 21,707 | $1.76M | 0.06% | −25,510−54.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21,644 | $1.76M | 0.17% | +26+0.1% | Added |
| Diligent Investors, LLC | 21,630 | $1.76M | 0.39% | +80.0% | Added |
| Paradigm Asset Management Co LLC | 21,600 | $1.76M | 0.38% | −8,000−27.0% | Reduced |
| Clark & Stuart, Inc | 21,442 | $1.75M | 1.10% | −131−0.6% | Reduced |
| Security National Bank of Sioux City Iowa | 21,544 | $1.75M | 0.72% | +7,597+54.5% | Added |
| Pettyjohn, Wood & White, Inc | 21,542 | $1.75M | 0.25% | −45−0.2% | Reduced |
| Security National Bank of So Dak | 21,419 | $1.74M | 0.80% | −3,026−12.4% | Reduced |
| Elite Wealth Management, Inc. | 21,411 | $1.74M | 0.52% | +6,570+44.3% | Added |
| National Philanthropic Trust | 21,385 | $1.74M | 0.03% | +445+2.1% | Added |
| Orographic Financial Advisors, LLC | 20,040 | $1.74M | 1.15% | −500−2.4% | Reduced |
| Garrison Point Advisors, LLC | 21,360 | $1.74M | 0.70% | −478−2.2% | Reduced |
| Am Investment Strategies LLC | 21,307 | $1.73M | 0.33% | −20.0% | Reduced |
| Carson Advisory Inc. | 21,310 | $1.73M | 0.80% | +391+1.9% | Added |
| Summit Asset Management, LLC | 21,279 | $1.73M | 0.22% | +294+1.4% | Added |
| Chesapeake Wealth Management | 21,168 | $1.72M | 0.48% | −1,105−5.0% | Reduced |
| World Equity Group, Inc. | 21,156 | $1.72M | 0.38% | −21,476−50.4% | Reduced |
| Lummis Asset Management, LP | 20,355 | $1.71M | 1.03% | −294−1.4% | Reduced |
| Linscomb & Williams, Inc. | 21,081 | $1.71M | 0.07% | −47,375−69.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 21,078 | $1.71M | 0.13% | −232−1.1% | Reduced |
| BayBridge Capital Group, LLC | 21,044 | $1.71M | 0.89% | +1,096+5.5% | Added |
| West Family Investments, Inc. | 21,005 | $1.71M | 0.49% | +1,710+8.9% | Added |
| Beck Mack & Oliver LLC | 21,004 | $1.71M | 0.03% | −575−2.7% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.71M | 0.39% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 20,966 | $1.70M | 0.18% | +263+1.3% | Added |
| Private Wealth Asset Management, LLC | 20,914 | $1.70M | 0.16% | −72−0.3% | Reduced |
| Boyar Asset Management Inc. | 20,913 | $1.70M | 0.97% | +1,299+6.6% | Added |
| Front Row Advisors LLC | 19,557 | $1.69M | 0.49% | −1,203−5.8% | Reduced |
| RMR Wealth Builders | 20,669 | $1.69M | 0.10% | +1,171+6.0% | Added |
| VeraBank, N.A. | 20,748 | $1.69M | 0.28% | −1,000−4.6% | Reduced |
| PW Nova Financial Services LLC | 20,734 | $1.69M | 0.36% | −3,658−15.0% | Reduced |
| Edgewood Management LLC | 20,721 | $1.68M | 0.02% | 00.0% | Unchanged |
| Claret Asset Management Corp | 20,710 | $1.68M | 0.18% | −95−0.5% | Reduced |
| Triad Wealth Partners, LLC | 19,368 | $1.68M | 0.10% | +6,148+46.5% | Added |
| 1st Source Bank | 20,690 | $1.68M | 0.08% | +242+1.2% | Added |
| McAdam, LLC | 20,656 | $1.68M | 0.06% | +2,187+11.8% | Added |
| St. Johns Investment Management Company, LLC | 20,622 | $1.68M | 0.63% | +90+0.4% | Added |
| Canal Capital Management, LLC | 20,590 | $1.67M | 0.20% | −1,112−5.1% | Reduced |
| Quantbot Technologies LP | 20,575 | $1.67M | 0.07% | +20,575 | New |
| First Interstate Bank | 20,567 | $1.67M | 0.09% | +6,628+47.6% | Added |
| Legacy Private Trust Co. | 20,542 | $1.67M | 0.09% | +1,647+8.7% | Added |
| Davis R M Inc | 20,421 | $1.67M | 0.03% | +1,267+6.6% | Added |
| 71 West Capital Partners | 20,518 | $1.67M | 0.06% | +5,226+34.2% | Added |
| Angeles Wealth Management, LLC | 20,327 | $1.66M | 0.08% | +1,076+5.6% | Added |
| Bearing Point Capital, LLC | 20,456 | $1.66M | 0.22% | +221+1.1% | Added |
| Lester Murray Antman dba SimplyRich | 19,959 | $1.66M | 0.39% | +7,335+58.1% | Added |
| Painted Porch Advisors LLC | 20,389 | $1.66M | 0.72% | +80.0% | Added |
| Pinnacle Bancorp, Inc. | 20,350 | $1.65M | 0.43% | +5,321+35.4% | Added |
| Culbertson A N & Co Inc | 20,336 | $1.65M | 0.19% | −80−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 20,334 | $1.65M | 0.02% | +184+0.9% | Added |
| Hanover Advisors Inc | 20,298 | $1.65M | 0.59% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 20,296 | $1.65M | 0.75% | +70.0% | Added |
| Brown, Lisle/Cummings, Inc. | 20,265 | $1.65M | 0.37% | +297+1.5% | Added |
| TRB Wealth Management, LLC | 20,248 | $1.65M | 0.22% | −442−2.1% | Reduced |
| Claro Advisors LLC | 20,186 | $1.64M | 0.17% | +997+5.2% | Added |
| Winebrenner Capital Management LLC | 20,172 | $1.64M | 1.00% | −308−1.5% | Reduced |
| Compass Financial Management LLC | 19,201 | $1.64M | 0.20% | +19,201 | New |
| Convergence Investment Partners, LLC | 20,092 | $1.63M | 0.15% | +15,549+342.3% | Added |
| Bank & Trust Co | 20,092 | $1.63M | 1.03% | −26−0.1% | Reduced |
| Great Lakes Advisors, LLC | 20,031 | $1.63M | 0.01% | +3,045+17.9% | Added |
| Bluedoor Private Wealth, LLC | 20,019 | $1.63M | 0.69% | −117−0.6% | Reduced |
| Athena Wealth Management, LLC | 19,907 | $1.62M | 1.20% | +1,851+10.3% | Added |
| Guilbault Capital LLC | 19,905 | $1.62M | 1.62% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 19,881 | $1.62M | 0.66% | 00.0% | Unchanged |
| Monument Capital Management | 19,842 | $1.61M | 0.32% | +1,195+6.4% | Added |
| Excelsior Advisor Network LLC | 19,838 | $1.61M | 0.21% | +19,838 | New |
| Little House Capital LLC | 19,746 | $1.60M | 0.36% | +174+0.9% | Added |
| Atlas Brown,Inc. | 19,721 | $1.60M | 0.43% | −100−0.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 19,583 | $1.59M | 0.27% | −796−3.9% | Reduced |
| Ashford Capital Management Inc | 19,582 | $1.59M | 0.17% | +9,507+94.4% | Added |
| Galilei Investment Office LLP | 19,577 | $1.59M | 0.73% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 19,556 | $1.59M | 0.69% | −165−0.8% | Reduced |
| Broderick Brian C | 19,544 | $1.59M | 0.25% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 19,500 | $1.58M | 0.49% | −2,671−12.0% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $1.58M | 0.38% | 0 | Unchanged |
| High Net Worth Advisory Group LLC | 19,479 | $1.58M | 0.34% | +48+0.2% | Added |
| Nordwand Advisors, LLC | 19,467 | $1.58M | 0.24% | +400+2.1% | Added |
| Philadelphia Trust Co | 19,469 | $1.58M | 0.10% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 19,436 | $1.58M | 0.35% | +279+1.5% | Added |
| Drive Wealth Management, LLC | 19,295 | $1.58M | 0.28% | +609+3.3% | Added |
| SeaCrest Wealth Management, LLC | 19,409 | $1.58M | 0.17% | −12,523−39.2% | Reduced |
| Premier Path Wealth Partners, LLC | 19,399 | $1.58M | 0.18% | +1,457+8.1% | Added |
| Martin & Co Inc | 19,374 | $1.57M | 0.25% | −50−0.3% | Reduced |
| Roberts Glore & Co Inc | 19,333 | $1.57M | 0.39% | −67−0.3% | Reduced |
| Norway Savings Bank | 19,303 | $1.57M | 0.66% | −600−3.0% | Reduced |
| Knuff & Co LLC | 19,300 | $1.57M | 0.40% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 19,205 | $1.56M | 0.16% | −71−0.4% | Reduced |
| Klingman & Associates, LLC | 19,130 | $1.55M | 0.07% | −2,042−9.6% | Reduced |
| Brave Asset Management Inc | 19,103 | $1.55M | 0.33% | −1,974−9.4% | Reduced |
| Cooper Financial Group | 19,061 | $1.55M | 0.13% | −3,790−16.6% | Reduced |
| Delta Financial Advisors LLC | 19,054 | $1.55M | 0.37% | −177−0.9% | Reduced |
| Proficio Capital Partners LLC | 19,029 | $1.55M | 0.06% | +19,029 | New |
| Founders Financial Alliance, LLC | 19,007 | $1.54M | 0.20% | +127+0.7% | Added |
| Mayflower Financial Advisors, LLC | 18,992 | $1.54M | 0.13% | +1,298+7.3% | Added |
| Morris Retirement Advisors, LLC | 18,980 | $1.54M | 0.56% | +14,990+375.7% | Added |