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 |
|---|---|---|---|---|---|
| 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 |
| Landing Point Financial Group, LLC | 3,999 | $325.0K | 0.11% | +12+0.3% | Added |
| WealthPoint Financial, LLC | 3,988 | $324.1K | 0.24% | +25+0.6% | Added |
| Osprey Private Wealth LLC | 3,986 | $323.9K | 0.08% | 00.0% | Unchanged |
| FSA Advisors, Inc. | 3,982 | $323.7K | 0.15% | +30+0.8% | Added |
| Trail Ridge Investment Advisors, LLC | 3,981 | $323.5K | 0.14% | −1,321−24.9% | Reduced |
| Red Wave Investments LLC | 3,979 | $323.4K | 0.08% | −199−4.8% | Reduced |
| Carr Financial Group Corp | 3,976 | $323.1K | 0.07% | −410−9.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,980 | $323.0K | 0.01% | −7,073−64.0% | Reduced |
| Value Investment Professionals, LLC | 3,962 | $322.0K | 0.27% | +11+0.3% | Added |
| Wood Tarver Financial Group, LLC | 3,972 | $322.0K | 0.08% | +171+4.5% | Added |
| Mindset Wealth Management, LLC | 3,960 | $321.8K | 0.06% | +839+26.9% | Added |
| August Group Capital Ltd | 3,942 | $320.3K | 0.35% | −308−7.2% | Reduced |
| Ponta Wealth Partners, LLC | 3,940 | $320.2K | 0.17% | +589+17.6% | Added |
| Stronghold Wealth Management L.L.C. | 3,938 | $320.0K | 0.43% | −27−0.7% | Reduced |
| Tripletail Wealth Management, LLC | 3,801 | $319.8K | 0.37% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 3,895 | $319.5K | 0.12% | +15+0.4% | Added |
| Arthur M. Cohen & Associates, LLC | 3,925 | $319.0K | 0.05% | 00.0% | Unchanged |
| Puzo Michael J | 3,920 | $318.6K | 0.08% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 3,915 | $318.2K | 0.12% | −37−0.9% | Reduced |
| Horizon Bancorp Inc | 3,908 | $318.0K | 0.15% | −107−2.7% | Reduced |
| Trinity Financial Advisors LLC | 3,887 | $318.0K | 0.08% | +4+0.1% | Added |
| Advisory Solutions Group, LLC | 3,910 | $317.8K | 0.11% | +3,910 | New |
| Duncan Williams Asset Management, LLC | 3,903 | $317.2K | 0.07% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,903 | $317.2K | 0.03% | −90−2.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 3,900 | $317.0K | 0.17% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,895 | $316.6K | 0.05% | +23+0.6% | Added |
| Signature Equity Partners, LLC | 3,891 | $316.2K | 0.15% | −238−5.8% | Reduced |
| Alchemi Wealth, LLC | 3,889 | $316.2K | 0.15% | −11−0.3% | Reduced |
| Bolthouse Investments, LLC | 3,890 | $316.2K | 0.26% | −1,541−28.4% | Reduced |
| Buska Wealth Management, LLC | 3,886 | $315.8K | 0.11% | 00.0% | Unchanged |
| Accel Wealth Management | 3,886 | $315.8K | 0.07% | +15+0.4% | Added |
| WealthBridge Capital Management, LLC | 3,882 | $315.5K | 0.06% | −38−1.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,877 | $315.1K | 0.14% | −23−0.6% | Reduced |
| Heck Capital Advisors, LLC | 3,857 | $314.3K | 0.02% | +317+9.0% | Added |
| Ssi Investment Management LLC | 3,853 | $313.1K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 3,852 | $313.1K | 0.12% | +3+0.1% | Added |
| Bank of Stockton | 3,844 | $312.4K | 0.09% | −12−0.3% | Reduced |
| Heritage Investment Group, Inc. | 3,843 | $312.3K | 0.04% | +10.0% | Added |
| Cedarwood Wealth LLC | 3,841 | $312.1K | 0.24% | −816−17.5% | Reduced |
| Coastline Trust Co | 3,833 | $311.5K | 0.03% | +470+14.0% | Added |
| American Trust | 3,829 | $311.2K | 0.02% | +150+4.1% | Added |
| Mendel Capital Management LLC | 3,827 | $311.0K | 0.14% | +9+0.2% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 3,821 | $310.5K | 0.13% | +662+21.0% | Added |
| Triangle Securities Wealth Management | 3,820 | $310.5K | 0.06% | −325−7.8% | Reduced |
| Investment Research Partners LLC | 3,809 | $309.6K | 0.10% | +1,042+37.7% | Added |
| 5th Street Advisors, LLC | 3,800 | $308.8K | 0.12% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,796 | $308.5K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,785 | $307.7K | 0.05% | +48+1.3% | Added |
| Fulcrum Equity Management | 3,777 | $306.9K | 0.25% | −124−3.2% | Reduced |
| Iron Financial, LLC | 3,771 | $306.4K | 0.13% | +6+0.2% | Added |
| Elm Partners Management LLC | 3,765 | $305.9K | 0.01% | +828+28.2% | Added |
| Altus Wealth Group LLC | 3,763 | $305.8K | 0.11% | +158+4.4% | Added |
| Navis Wealth Advisors, LLC | 3,757 | $305.4K | 0.12% | +16+0.4% | Added |
| Crown Wealth Group, LLC | 3,755 | $305.2K | 0.08% | −13−0.3% | Reduced |
| Disciplined Investments, LLC | 3,752 | $304.9K | 0.10% | +185+5.2% | Added |
| Aufman Associates Inc | 3,749 | $304.6K | 0.12% | −53−1.4% | Reduced |
| Focused Wealth Management, Inc | 3,748 | $304.6K | 0.03% | +3,748 | New |
| Dodds Wealth, LLC | 3,747 | $304.5K | 0.07% | 00.0% | Unchanged |
| L.K. Benson & Company, P.C. | 3,747 | $304.5K | 0.09% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 3,737 | $303.7K | 0.02% | −236−5.9% | Reduced |
| Independent Wealth Network Inc. | 3,724 | $302.6K | 0.08% | −5−0.1% | Reduced |
| Wellspring Financial Advisors, LLC | 13,528 | $302.5K | 0.02% | −1,670−11.0% | Reduced |
| Dillon & Associates Inc | 3,728 | $302.0K | 0.04% | +10.0% | Added |
| Roble, Belko & Company, Inc | 3,713 | $302.0K | 0.03% | −7−0.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,706 | $301.2K | 0.02% | +35+1.0% | Added |
| Integris Wealth Management, LLC | 3,703 | $300.9K | 0.06% | +939+34.0% | Added |
| Doliver Advisors, LP | 3,701 | $300.8K | 0.07% | 00.0% | Unchanged |
| Tillman Hartley LLC | 3,700 | $300.7K | 0.07% | −577−13.5% | Reduced |
| Insight Wealth Strategies, LLC | 3,696 | $300.4K | 0.03% | +109+3.0% | Added |
| US Asset Management LLC | 3,685 | $299.5K | 0.23% | +38+1.0% | Added |
| Hoertkorn Richard Charles | 3,680 | $299.1K | 0.20% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 3,679 | $299.0K | 0.09% | +23+0.6% | Added |
| Eurizon SLJ Capital Ltd | 3,678 | $298.9K | 0.11% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 3,677 | $298.8K | 0.18% | −98−2.6% | Reduced |
| Safe Harbor Fiduciary, LLC | 3,675 | $298.7K | 0.23% | +69+1.9% | Added |
| Compass Financial Group, INC | 3,674 | $298.6K | 0.03% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 3,638 | $297.6K | 0.17% | +35+1.0% | Added |
| PFS Partners, LLC | 3,656 | $297.1K | 0.12% | +10.0% | Added |
| Avantra Family Wealth, Inc. | 3,645 | $296.2K | 0.19% | +269+8.0% | Added |
| Insight Wealth Partners, LLC | 3,636 | $295.5K | 0.04% | +184+5.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,628 | $294.8K | 0.00% | +2,321+177.6% | Added |
| BXM Wealth LLC | 3,627 | $294.7K | 0.16% | +3,627 | New |
| Buckley Wealth Management, LLC | 3,599 | $294.4K | 0.07% | 00.0% | Unchanged |
| Power Wealth Management LLC | 3,622 | $294.4K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 3,617 | $294.0K | 0.11% | −62−1.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 3,617 | $294.0K | 0.18% | +125+3.6% | Added |
| Old Second National Bank of Aurora | 3,617 | $294.0K | 0.06% | +659+22.3% | Added |
| Centerline Wealth Advisors, LLC | 3,614 | $293.7K | 0.09% | +14+0.4% | Added |
| Warner Financial, Inc | 3,613 | $293.6K | 0.09% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,611 | $293.5K | 0.03% | −195−5.1% | Reduced |
| Tranquilli Financial Advisor LLC | 3,610 | $293.4K | 0.16% | +204+6.0% | Added |
| Valley National Advisers Inc | 3,607 | $293.1K | 0.03% | +31+0.9% | Added |
| Tenet Wealth Partners, LLC | 3,486 | $293.1K | 0.22% | +3,486 | New |
| Rebalance, LLC | 3,604 | $292.9K | 0.02% | +5+0.1% | Added |
| Cumberland Advisors Inc | 3,600 | $292.6K | 0.10% | 00.0% | Unchanged |
| Sentinel Advisory Group, LLC | 3,594 | $292.1K | 0.12% | −150−4.0% | Reduced |
| Horizon Wealth Management, LLC | 3,593 | $292.0K | 0.04% | +79+2.2% | Added |
| Broadway Wealth Solutions, Inc. | 3,589 | $291.7K | 0.14% | −35−1.0% | Reduced |