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: 22 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 |
|---|---|---|---|---|---|
| MFA Wealth Services | 7,066 | $574.3K | 0.34% | +1,422+25.2% | Added |
| Orleans Capital Management Corp | 7,065 | $574.2K | 0.30% | 00.0% | Unchanged |
| Navigate Wealth Management, LLC | 7,038 | $574.0K | 0.36% | 00.0% | Unchanged |
| Catalyst Investment Management LLC | 7,055 | $573.4K | 0.52% | +1,987+39.2% | Added |
| AMG Asset Management Group, Inc. | 7,046 | $572.6K | 0.36% | +147+2.1% | Added |
| Elevate Wealth Advisory, Inc | 6,996 | $572.3K | 0.33% | −98−1.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 7,039 | $572.1K | 0.07% | +902+14.7% | Added |
| Cane Capital Partners, LLC | 7,025 | $570.9K | 0.23% | +750+12.0% | Added |
| Strive Financial Group ,LLC | 7,021 | $570.6K | 0.25% | +1,211+20.8% | Added |
| Circle Wealth Management, LLC | 7,020 | $570.5K | 0.01% | −542−7.2% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 7,001 | $569.0K | 0.37% | +236+3.5% | Added |
| Options Solutions, LLC | 7,000 | $568.9K | 0.40% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 6,990 | $568.1K | 0.26% | +6,990 | New |
| Mattern Wealth Management LLC | 6,981 | $567.3K | 0.09% | +592+9.3% | Added |
| Alliance Wealth Advisors, LLC | 6,980 | $567.3K | 0.23% | −317−4.3% | Reduced |
| Wall Street Financial Group, Inc. | 6,961 | $565.8K | 0.30% | −59−0.8% | Reduced |
| Provident Wealth Management, LLC | 6,957 | $565.4K | 0.15% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 6,957 | $565.4K | 0.39% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 6,938 | $563.9K | 0.27% | −154−2.2% | Reduced |
| SHP Wealth Management | 6,935 | $563.6K | 0.04% | +485+7.5% | Added |
| Kelly Lawrence W & Associates Inc | 6,931 | $563.3K | 0.12% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 6,921 | $562.5K | 0.28% | +286+4.3% | Added |
| Greenup Street Wealth Management LLC | 6,919 | $562.3K | 0.07% | +333+5.1% | Added |
| CDM Financial Counseling Services, Inc. | 6,919 | $562.3K | 0.48% | −380−5.2% | Reduced |
| Pacific Center for Financial Services | 6,906 | $561.3K | 0.13% | −111−1.6% | Reduced |
| Firethorn Wealth Partners, LLC | 6,892 | $560.1K | 0.18% | +143+2.1% | Added |
| Collaborative Fund Advisors, LLC | 6,891 | $560.0K | 0.33% | +6,891 | New |
| M. Kraus & Co | 6,888 | $559.8K | 0.15% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 6,898 | $559.0K | 0.11% | +359+5.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,876 | $558.8K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 6,852 | $556.8K | 0.13% | +825+13.7% | Added |
| DAGCO, Inc. | 6,849 | $556.6K | 0.10% | −1,615−19.1% | Reduced |
| Asset Planning,Inc | 6,841 | $555.9K | 0.36% | +46+0.7% | Added |
| Van Diest Capital, LLC | 6,837 | $555.6K | 0.50% | −6,499−48.7% | Reduced |
| Innovative Asset Advisors Group, LLC | 6,788 | $555.2K | 0.24% | −1,129−14.3% | Reduced |
| Hollow Brook Wealth Management LLC | 6,787 | $555.2K | 0.11% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 6,827 | $554.8K | 0.13% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 6,320 | $553.6K | 0.11% | −305−4.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 6,811 | $553.5K | 0.13% | +167+2.5% | Added |
| Tradition Wealth Management, LLC | 6,811 | $553.5K | 0.03% | +938+16.0% | Added |
| Mission Creek Capital Partners, Inc. | 6,782 | $551.2K | 0.10% | −882−11.5% | Reduced |
| Pine Harbor Wealth Management, LLC | 6,778 | $550.8K | 0.15% | +23+0.3% | Added |
| Optima Capital LLC | 6,736 | $549.8K | 0.22% | +15+0.2% | Added |
| Ellenbecker Investment Group | 6,752 | $548.8K | 0.06% | +11+0.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,597 | $547.2K | 0.16% | −169−2.5% | Reduced |
| Natural Investments, LLC | 6,739 | $547.0K | 0.12% | −5,665−45.7% | Reduced |
| Fountainhead AM, LLC | 6,723 | $546.4K | 0.41% | +1,690+33.6% | Added |
| Ewa, LLC | 6,707 | $545.1K | 0.10% | +365+5.8% | Added |
| Lantz Financial LLC | 6,697 | $544.3K | 0.10% | −1,802−21.2% | Reduced |
| ELCO Management Co., LLC | 6,673 | $542.3K | 0.23% | +7+0.1% | Added |
| First National Bank of Hutchinson | 6,673 | $542.3K | 0.30% | +776+13.2% | Added |
| Buttonwood Financial Advisors Inc. | 6,666 | $541.7K | 0.16% | −174−2.5% | Reduced |
| Concentrum Wealth Management | 6,658 | $541.1K | 0.13% | +74+1.1% | Added |
| First Heartland Consultants, Inc. | 6,644 | $540.0K | 0.03% | +38+0.6% | Added |
| Marshall Financial Group LLC | 6,641 | $539.7K | 0.08% | −119−1.8% | Reduced |
| Live Oak Private Wealth LLC | 6,640 | $539.6K | 0.07% | −117−1.7% | Reduced |
| Latitude Advisors, LLC | 6,635 | $539.3K | 0.22% | +234+3.7% | Added |
| Duncker Streett & Co Inc | 6,628 | $538.7K | 0.09% | 00.0% | Unchanged |
| Blackstone Group Inc. | 6,622 | $538.2K | 0.00% | +6,622 | New |
| Fiduciary Financial Group, LLC | 6,614 | $537.5K | 0.06% | +651+10.9% | Added |
| Kaydan Wealth Management, Inc. | 6,608 | $537.0K | 0.16% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6,607 | $537.0K | 0.34% | −67−1.0% | Reduced |
| Index Fund Advisors, Inc. | 6,596 | $536.1K | 0.02% | +295+4.7% | Added |
| Tennessee Valley Asset Management Partners | 6,592 | $535.8K | 0.06% | −66−1.0% | Reduced |
| Centerpoint Advisors, LLC | 6,574 | $534.0K | 0.15% | +5,990+1,025.7% | Added |
| Lakeridge Wealth Management LLC | 6,565 | $533.6K | 0.20% | +151+2.4% | Added |
| TrueWealth Advisors, LLC | 6,564 | $533.5K | 0.12% | −7,497−53.3% | Reduced |
| Novem Group | 6,555 | $532.7K | 0.05% | +407+6.6% | Added |
| Sax Wealth Advisors, LLC | 6,994 | $531.9K | 0.02% | +2,789+66.3% | Added |
| BKM Wealth Management, LLC | 6,542 | $531.7K | 0.19% | −255−3.8% | Reduced |
| Old Mission Investment Co LLC | 6,495 | $531.3K | 0.11% | +90+1.4% | Added |
| James J. Burns & Company, LLC | 6,525 | $530.3K | 0.06% | +30.0% | Added |
| Fortis Group Advisors, LLC | 6,525 | $530.3K | 0.08% | −906−12.2% | Reduced |
| Cultivar Capital, Inc. | 6,505 | $528.7K | 0.34% | +52+0.8% | Added |
| Gibson Capital, LLC | 6,501 | $528.3K | 0.09% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 6,480 | $526.7K | 0.13% | −2,409−27.1% | Reduced |
| BlueChip Wealth Advisors LLC | 6,478 | $526.5K | 0.20% | −8,741−57.4% | Reduced |
| Integras Partners LLC | 6,470 | $525.8K | 0.29% | 00.0% | Unchanged |
| Clarus Group, Inc. | 6,447 | $524.0K | 0.18% | −385−5.6% | Reduced |
| Winthrop Advisory Group LLC | 6,409 | $523.6K | 0.04% | +1,015+18.8% | Added |
| Archetype Wealth Partners | 6,421 | $522.0K | 0.06% | +304+5.0% | Added |
| HC Advisors, LLC | 6,413 | $521.2K | 0.32% | +284+4.6% | Added |
| Up Strategic Wealth Investment Advisors LLC | 5,991 | $520.2K | 0.31% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 6,400 | $520.1K | 0.04% | +180+2.9% | Added |
| Sepio Capital, LP | 6,384 | $518.8K | 0.03% | −568−8.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 6,377 | $518.3K | 0.09% | −281−4.2% | Reduced |
| First Citizens Financial Corp | 6,375 | $518.1K | 0.22% | 00.0% | Unchanged |
| Wagner Wealth Management, Corp | 6,354 | $516.4K | 0.42% | −160−2.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,337 | $515.0K | 0.03% | −1,800−22.1% | Reduced |
| Falcon Wealth Planning | 6,332 | $514.6K | 0.03% | +334+5.6% | Added |
| Capital Advantage, Inc. | 6,311 | $512.9K | 0.06% | +52+0.8% | Added |
| Aviso Financial Inc. | 6,301 | $512.1K | 0.02% | +565+9.9% | Added |
| Providence Financial Advisors, LLC | 6,293 | $511.4K | 0.29% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 6,291 | $511.3K | 0.03% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 6,289 | $511.0K | 0.34% | +85+1.4% | Added |
| BCS Private Wealth Management, Inc. | 6,227 | $509.4K | 0.15% | −100−1.6% | Reduced |
| Lodestone Wealth Management LLC | 6,264 | $509.1K | 0.18% | −188−2.9% | Reduced |
| Landaas & Co | 6,250 | $507.9K | 0.09% | −182−2.8% | Reduced |
| Beckerman Institutional, LLC | 6,243 | $507.4K | 0.24% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 6,217 | $505.3K | 0.06% | 00.0% | Unchanged |