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: 43 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 |
|---|---|---|---|---|---|
| Monograph Wealth Advisors, LLC | 7,949 | $650.2K | 0.05% | −962−10.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,000 | $650.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 7,981 | $648.6K | 0.13% | +20.0% | Added |
| Laraway Financial Inc | 7,976 | $648.2K | 0.39% | −16−0.2% | Reduced |
| Alpine Bank Wealth Management | 7,969 | $647.6K | 0.08% | −5−0.1% | Reduced |
| Gladwyn Financial Advisors, Inc. | 7,938 | $645.1K | 0.40% | 00.0% | Unchanged |
| Dickmeyer Boyce Financial Management, Inc. | 7,929 | $644.4K | 0.33% | +6+0.1% | Added |
| Level Wealth Management LLC | 7,876 | $644.3K | 0.26% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 7,925 | $644.0K | 0.12% | +281+3.7% | Added |
| Pacitti Group Inc. | 7,860 | $642.7K | 0.20% | +31+0.4% | Added |
| Jacobsen Capital Management | 7,906 | $642.5K | 0.19% | +4+0.1% | Added |
| Global X Japan Co., Ltd. | 7,900 | $642.0K | 0.02% | −447−5.4% | Reduced |
| Wealth Alliance | 7,900 | $642.0K | 0.05% | −6,597−45.5% | Reduced |
| Cardiff Park Advisors, LLC | 7,895 | $641.6K | 0.05% | +5+0.1% | Added |
| Medallion Wealth Advisors, LLC | 7,882 | $640.7K | 0.21% | −3,821−32.6% | Reduced |
| Cannon Wealth Management Services, LLC | 7,876 | $640.1K | 0.35% | −13−0.2% | Reduced |
| Carrera Capital Advisors | 7,821 | $639.6K | 0.09% | +329+4.4% | Added |
| Laidlaw Wealth Management LLC | 7,867 | $639.4K | 1.82% | +7,867 | New |
| Banyan Capital Management, Inc. | 7,836 | $636.8K | 0.28% | −145−1.8% | Reduced |
| One Wealth Capital Management, LLC | 7,831 | $636.4K | 0.18% | +4,639+145.3% | Added |
| Challenger Wealth Management | 7,817 | $635.3K | 0.47% | +254+3.4% | Added |
| Prostatis Group LLC | 7,795 | $633.5K | 0.15% | +4,661+148.7% | Added |
| LaSalle St. Investment Advisors, LLC | 7,763 | $630.9K | 0.08% | +22+0.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 7,693 | $629.3K | 0.30% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 7,739 | $629.0K | 0.06% | +1,478+23.6% | Added |
| MOKAN Wealth Management Inc. | 7,732 | $628.5K | 0.24% | −97−1.2% | Reduced |
| River Wealth Advisors LLC | 7,733 | $628.5K | 0.07% | −196−2.5% | Reduced |
| CoreFirst Bank & Trust | 7,732 | $628.4K | 0.31% | −50−0.6% | Reduced |
| Wimmer Associates 1, LLC | 7,708 | $626.4K | 0.28% | −20.0% | Reduced |
| Resolute Wealth Strategies, LLC | 7,704 | $626.1K | 0.24% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,698 | $625.6K | 0.09% | +345+4.7% | Added |
| Blueshift Asset Management, LLC | 7,692 | $625.1K | 0.14% | +7,692 | New |
| Fulcrum Capital LLC | 7,680 | $624.2K | 0.13% | −26−0.3% | Reduced |
| Key Client Fiduciary Advisors, LLC | 7,676 | $623.8K | 0.18% | +935+13.9% | Added |
| Swiss Re Ltd | 7,669 | $623.3K | 0.06% | +6,775+757.8% | Added |
| Fort Sheridan Advisors LLC | 7,665 | $622.9K | 0.07% | +25+0.3% | Added |
| Alteri Wealth LLC | 7,659 | $622.5K | 0.17% | +67+0.9% | Added |
| Capital Performance Advisors LLP | 7,655 | $622.1K | 0.04% | −3,786−33.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 7,649 | $621.8K | 0.13% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 7,642 | $620.8K | 0.06% | +7,642 | New |
| Sun Financial Inc | 7,141 | $620.3K | 0.29% | −774−9.8% | Reduced |
| Beta Wealth Group, Inc. | 7,621 | $619.4K | 0.23% | +299+4.1% | Added |
| Union Savings Bank | 7,610 | $618.5K | 0.25% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,600 | $617.7K | 0.12% | 00.0% | Unchanged |
| Security Financial Services, INC. | 7,585 | $616.4K | 0.09% | +40+0.5% | Added |
| Costello Asset Management, INC | 7,570 | $615.2K | 0.18% | +137+1.8% | Added |
| Terril Brothers, Inc. | 7,563 | $614.6K | 0.16% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 7,562 | $614.6K | 0.12% | −1,373−15.4% | Reduced |
| Advisortrust Partners, LLC | 7,558 | $614.2K | 0.21% | −305−3.9% | Reduced |
| Acorn Financial Advisory Services Inc | 7,545 | $613.2K | 0.08% | −604−7.4% | Reduced |
| Huntleigh Advisors, Inc. | 7,527 | $611.7K | 0.09% | +709+10.4% | Added |
| Hughes Financial Services, LLC | 7,525 | $611.6K | 0.08% | +193+2.6% | Added |
| Rise Advisors, LLC | 7,524 | $611.5K | 0.17% | −545−6.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 7,514 | $610.7K | 0.16% | +48+0.6% | Added |
| Bulltick Wealth Management, LLC | 7,457 | $610.0K | 0.12% | +3,089+70.7% | Added |
| Paul Damon & Associates, Inc. | 7,479 | $607.8K | 0.24% | +1,086+17.0% | Added |
| Paragon Capital Management Ltd | 7,477 | $607.7K | 0.12% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 7,270 | $606.9K | 0.36% | 00.0% | Unchanged |
| Adams Wealth Management | 7,447 | $605.2K | 0.12% | +765+11.4% | Added |
| Verity Asset Management, Inc. | 7,430 | $603.9K | 0.23% | 00.0% | Unchanged |
| Petix & Botte Co | 7,430 | $603.8K | 0.12% | +3,715+100.0% | Added |
| Viawealth, LLC | 7,428 | $603.7K | 0.30% | +20.0% | Added |
| BCJ Capital Management, LLC | 7,423 | $603.2K | 0.03% | −633−7.9% | Reduced |
| Kimelman & Baird, LLC | 7,400 | $601.4K | 0.04% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7,400 | $601.4K | 0.08% | +253+3.5% | Added |
| Evermay Wealth Management LLC | 7,368 | $601.0K | 0.06% | +648+9.6% | Added |
| Elevatus Welath Management | 7,393 | $600.8K | 0.15% | +672+10.0% | Added |
| Titleist Asset Management, LLC | 7,389 | $600.8K | 0.04% | +112+1.5% | Added |
| First Financial Corp | 7,388 | $600.4K | 0.21% | −400−5.1% | Reduced |
| Saranac Partners Ltd | 7,352 | $597.5K | 0.19% | +1,275+21.0% | Added |
| Fairscale Capital, LLC | 7,267 | $594.6K | 0.36% | −351−4.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 7,290 | $592.4K | 0.07% | −228−3.0% | Reduced |
| Hilltop National Bank | 7,277 | $591.4K | 0.13% | +792+12.2% | Added |
| Breakwater Capital Group | 7,276 | $591.3K | 0.07% | +265+3.8% | Added |
| Mountain Pacific Investment Advisers Inc | 7,274 | $591.1K | 0.09% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 7,255 | $590.0K | 0.02% | +7,255 | New |
| CM Wealth Advisors LLC | 7,208 | $589.6K | 0.11% | +927+14.8% | Added |
| Auxano Advisors, LLC | 7,242 | $588.5K | 0.11% | +7,242 | New |
| Keating Financial Advisory Services, Inc. | 7,239 | $588.3K | 0.08% | −583−7.5% | Reduced |
| Crew Capital Management, Ltd. | 7,211 | $586.0K | 0.32% | +236+3.4% | Added |
| Approach Retirement Advisors, LLC | 7,207 | $585.7K | 0.43% | +18+0.3% | Added |
| Financial Insights, Inc. | 7,201 | $585.2K | 0.15% | +1,369+23.5% | Added |
| Salvus Wealth Management, LLC | 7,190 | $584.3K | 0.33% | +746+11.6% | Added |
| Edgestream Partners, L.P. | 7,177 | $583.3K | 0.02% | −7,868−52.3% | Reduced |
| V. M. Manning & Co., Inc. | 7,166 | $582.3K | 0.50% | +7,166 | New |
| Walkner Condon Financial Advisors LLC | 7,164 | $582.2K | 0.07% | +991+16.1% | Added |
| Hanlon Investment Management, Inc. | 7,141 | $580.3K | 0.31% | −145−2.0% | Reduced |
| apricus wealth, LLC | 7,139 | $580.2K | 0.28% | +58+0.8% | Added |
| Channel Wealth LLC | 7,126 | $579.1K | 0.13% | +238+3.5% | Added |
| IMA Wealth, Inc. | 7,074 | $578.3K | 0.04% | −1,375−16.3% | Reduced |
| Vigilare Wealth Management | 7,112 | $578.0K | 0.18% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 7,111 | $577.9K | 0.05% | −2,101−22.8% | Reduced |
| Xxi Wealth, LLC | 7,111 | $577.9K | 0.27% | +1,716+31.8% | Added |
| Bill Few Associates, Inc. | 7,102 | $577.2K | 0.12% | +983+16.1% | Added |
| Harbor Advisory Corp | 7,092 | $576.4K | 0.15% | 00.0% | Unchanged |
| American Investment Services, Inc. | 7,088 | $576.0K | 0.12% | −55−0.8% | Reduced |
| CDKV Holdings LLC | 7,087 | $576.0K | 0.45% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 7,077 | $575.1K | 0.03% | −325−4.4% | Reduced |
| Capital Management Associates, Inc | 7,076 | $575.1K | 0.12% | +3,503+98.0% | Added |
| Monticello Wealth Management, LLC | 7,070 | $574.6K | 0.03% | +259+3.8% | Added |