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 |
|---|---|---|---|---|---|
| Crescent Grove Advisors, LLC | 6,172 | $504.8K | 0.04% | +8+0.1% | Added |
| Palumbo Wealth Management LLC | 6,207 | $504.4K | 0.11% | +10.0% | Added |
| Next Level Private LLC | 6,205 | $504.3K | 0.10% | +300+5.1% | Added |
| Arvest Bank Trust Division | 6,204 | $504.2K | 0.02% | −541−8.0% | Reduced |
| Curtis Advisory Group, LLC | 6,200 | $503.9K | 0.10% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 6,198 | $503.7K | 0.15% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 6,198 | $503.7K | 0.12% | +87+1.4% | Added |
| North Forty Two & Co. | 6,197 | $503.6K | 0.43% | −125−2.0% | Reduced |
| Zevin Asset Management LLC | 6,187 | $502.8K | 0.07% | 00.0% | Unchanged |
| KWMG, LLC | 6,170 | $501.4K | 0.04% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 6,167 | $501.2K | 0.08% | −724−10.5% | Reduced |
| Wealth Architects, LLC | 6,165 | $501.0K | 0.04% | +74+1.2% | Added |
| Compass Capital Corp | 5,754 | $499.5K | 0.16% | +72+1.3% | Added |
| Oceanside Advisors LLC | 6,127 | $497.9K | 0.25% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 6,118 | $497.2K | 0.05% | 00.0% | Unchanged |
| Braeburn Wealth Management LLC | 6,115 | $496.9K | 0.21% | +714+13.2% | Added |
| Parrish Capital LLC | 6,108 | $496.4K | 0.48% | −238−3.8% | Reduced |
| KLCM Advisors, Inc. | 6,101 | $495.8K | 0.04% | −379−5.8% | Reduced |
| Global Assets Advisory, LLC | 6,086 | $495.6K | 0.11% | +760+14.3% | Added |
| Orion Investment Co | 6,096 | $495.4K | 0.15% | +13+0.2% | Added |
| American National Bank | 6,070 | $493.3K | 0.04% | +2,001+49.2% | Added |
| Kuhn & Co Investment Counsel | 6,050 | $491.7K | 0.28% | +1,301+27.4% | Added |
| Community Financial Services Group, LLC | 6,045 | $491.4K | 0.07% | +1,027+20.5% | Added |
| BankPlus Wealth Management LLC | 6,032 | $490.3K | 0.22% | +73+1.2% | Added |
| Frisch Financial Group, Inc. | 5,991 | $490.1K | 0.08% | −129−2.1% | Reduced |
| Sandro Wealth Management LLC | 6,025 | $489.7K | 0.35% | +107+1.8% | Added |
| Rooted Wealth Advisors, Inc. | 6,022 | $489.4K | 0.12% | +580+10.7% | Added |
| Alliance Wealth Advisors, LLC | 6,017 | $489.0K | 0.09% | +87+1.5% | Added |
| Archford Capital Strategies, LLC | 6,017 | $489.0K | 0.05% | +368+6.5% | Added |
| Wealth Dimensions Group, Ltd. | 5,998 | $487.4K | 0.09% | −11−0.2% | Reduced |
| Sava Infond d.o.o. | 5,980 | $486.0K | 0.03% | −550−8.4% | Reduced |
| Holistic Financial Partners | 5,977 | $485.8K | 0.30% | −2,036−25.4% | Reduced |
| Crescent Sterling, Ltd. | 5,973 | $485.4K | 0.43% | +203+3.5% | Added |
| Bullock Wealth Management Group | 5,970 | $485.3K | 0.21% | +3,417+133.8% | Added |
| John G Ullman & Associates Inc | 5,958 | $484.2K | 0.06% | +741+14.2% | Added |
| Total Investment Management Inc | 5,526 | $484.0K | 0.05% | −262−4.5% | Reduced |
| William Blair Investment Management, LLC | 5,952 | $483.7K | 0.00% | −12,168−67.2% | Reduced |
| LexAurum Advisors, LLC | 5,950 | $483.5K | 0.06% | −81−1.3% | Reduced |
| Harbour Trust & Investment Management Co | 5,946 | $483.2K | 0.05% | −100−1.7% | Reduced |
| Centiva Capital, LP | 5,937 | $482.5K | 0.02% | −38,628−86.7% | Reduced |
| Marotta Asset Management | 5,934 | $482.4K | 0.08% | +50+0.8% | Added |
| Golden State Wealth Management, LLC | 5,926 | $481.6K | 0.04% | +446+8.1% | Added |
| Aft, Forsyth & Company, Inc. | 5,923 | $481.4K | 0.23% | −1,055−15.1% | Reduced |
| RW Investment Management LLC | 5,920 | $481.1K | 0.04% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 5,918 | $481.0K | 0.63% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 5,915 | $480.7K | 0.26% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 5,914 | $480.6K | 0.18% | +115+2.0% | Added |
| Seven Springs Wealth Group, LLC | 5,911 | $480.4K | 0.10% | +27+0.5% | Added |
| First Growth Capital LLC | 5,911 | $480.4K | 0.36% | +16+0.3% | Added |
| Convergence Financial, LLC | 5,904 | $479.8K | 0.04% | −828−12.3% | Reduced |
| Tiemann Investment Advisors, LLC | 5,903 | $479.7K | 0.17% | −595−9.2% | Reduced |
| Argyle Capital Partners, LLC | 5,895 | $479.1K | 0.30% | +400+7.3% | Added |
| Sagewood Asset Management LP | 5,892 | $478.8K | 0.11% | +2,048+53.3% | Added |
| American Financial & Tax Strategies Inc | 5,865 | $476.6K | 0.22% | 00.0% | Unchanged |
| Oakmont Investment Advisors, Inc. | 5,864 | $476.6K | 0.33% | −1,367−18.9% | Reduced |
| Resources Management Corp | 5,850 | $475.4K | 0.06% | −1,332−18.5% | Reduced |
| Cooper/Haims Advisors, LLC | 5,845 | $475.0K | 0.20% | −57−1.0% | Reduced |
| Caliber Wealth Management, LLC | 5,844 | $474.9K | 0.05% | +220+3.9% | Added |
| CCG Wealth Management, LLC | 5,805 | $474.8K | 0.11% | +86+1.5% | Added |
| Asset Advisory Group, Inc. | 5,830 | $473.8K | 0.21% | +10.0% | Added |
| Nadler Financial Group, Inc. | 5,827 | $473.6K | 0.04% | −802−12.1% | Reduced |
| Cascade Financial Partners, LLC | 5,827 | $473.5K | 0.04% | −40−0.7% | Reduced |
| Connecticut Capital Management Group, LLC | 5,826 | $473.5K | 0.38% | −14−0.2% | Reduced |
| Optivise Advisory Services LLC | 5,796 | $471.0K | 0.24% | +913+18.7% | Added |
| Bell Investment Advisors, Inc | 5,794 | $470.9K | 0.07% | −117−2.0% | Reduced |
| Lyell Wealth Management, LP | 5,779 | $469.7K | 0.03% | −389−6.3% | Reduced |
| Leigh Baldwin & Co., LLC | 5,777 | $469.5K | 0.25% | +18+0.3% | Added |
| Burkett Financial Services, LLC | 5,775 | $469.4K | 0.15% | +40+0.7% | Added |
| New World Advisors LLC | 5,775 | $469.3K | 0.08% | +102+1.8% | Added |
| Brookwood Investment Group LLC | 5,763 | $468.3K | 0.05% | +1,465+34.1% | Added |
| Doheny Asset Management | 5,758 | $468.0K | 0.27% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 5,756 | $467.8K | 0.05% | +727+14.5% | Added |
| Strathmore Capital Advisors, Inc. | 5,705 | $467.7K | 0.13% | −19−0.3% | Reduced |
| Aviso Wealth Management | 5,748 | $467.2K | 0.18% | −270−4.5% | Reduced |
| Central Valley Advisors, LLC | 5,747 | $467.1K | 0.12% | +246+4.5% | Added |
| Garrett Investment Advisors LLC | 5,733 | $465.9K | 0.03% | +203+3.7% | Added |
| Riversedge Advisors, LLC | 5,728 | $465.5K | 0.06% | +1,040+22.2% | Added |
| Walker Asset Management, LLC | 5,727 | $465.4K | 0.23% | +17+0.3% | Added |
| Adelphi Trust Co | 5,702 | $463.4K | 0.31% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 5,700 | $463.3K | 0.09% | −1,627−22.2% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 5,696 | $462.9K | 0.22% | +300+5.6% | Added |
| Empirical Asset Management, LLC | 5,665 | $460.4K | 0.10% | −843−13.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,663 | $460.3K | 0.17% | −297−5.0% | Reduced |
| Clark Wealth Partners | 5,626 | $460.1K | 0.26% | −115−2.0% | Reduced |
| Adalta Capital Management LLC | 5,625 | $460.1K | 0.20% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 5,643 | $458.6K | 0.11% | +275+5.1% | Added |
| Pines Wealth Management, LLC | 5,640 | $458.4K | 0.13% | −88−1.5% | Reduced |
| Shoker Investment Counsel, Inc. | 5,633 | $457.9K | 0.11% | −1,959−25.8% | Reduced |
| Vantus Wealth LLC | 5,623 | $457.0K | 0.25% | +5,623 | New |
| Legacy Wealth Advisors, LLC | 5,621 | $456.8K | 0.20% | +1,598+39.7% | Added |
| Schear Investment Advisers, LLC | 5,601 | $455.2K | 0.15% | −116−2.0% | Reduced |
| SAM Advisors, LLC | 5,599 | $455.0K | 0.12% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,565 | $452.3K | 0.02% | −2,759−33.1% | Reduced |
| Canvas Wealth Advisors, LLC | 5,508 | $450.5K | 0.06% | +636+13.1% | Added |
| Johnson Bixby & Associates, LLC | 5,541 | $450.3K | 0.05% | −52−0.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,541 | $450.3K | 0.05% | +1,019+22.5% | Added |
| Oak Harvest Investment Services | 5,536 | $449.9K | 0.04% | −1,279−18.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,533 | $449.7K | 0.09% | −187−3.3% | Reduced |
| SMART Wealth LLC | 5,529 | $449.4K | 0.10% | +5,529 | New |
| Marietta Wealth Management, LLC | 5,525 | $449.0K | 0.05% | −859−13.5% | Reduced |