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
- 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 |
|---|---|---|---|---|---|
| Socorro Asset Management LP | 85,304 | $6.93M | 3.11% | −33,691−28.3% | Reduced |
| Banque Transatlantique SA | 95,608 | $6.92M | 0.15% | −6,477−6.3% | Reduced |
| Goelzer Investment Management, Inc. | 84,750 | $6.89M | 0.30% | −2,725−3.1% | Reduced |
| Simplicity Wealth,LLC | 84,473 | $6.87M | 0.23% | +15,186+21.9% | Added |
| Cardinal Capital Management | 83,625 | $6.84M | 0.83% | −608−0.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 83,876 | $6.82M | 0.27% | +4,154+5.2% | Added |
| TCG Advisory Services, LLC | 83,653 | $6.80M | 0.12% | +10,607+14.5% | Added |
| Northwest Bancshares, Inc. | 83,279 | $6.77M | 1.22% | −247−0.3% | Reduced |
| BLI - Banque de Luxembourg Investments | 81,631 | $6.76M | 0.24% | +27,000+49.4% | Added |
| Tema ETFs LLC | 83,095 | $6.75M | 0.22% | +7,975+10.6% | Added |
| Penn Davis McFarland Inc | 82,462 | $6.70M | 0.60% | −61−0.1% | Reduced |
| Builder Investment Group Inc | 82,076 | $6.67M | 1.32% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 82,002 | $6.66M | 0.05% | +3,635+4.6% | Added |
| Morgan Dempsey Capital Management LLC | 81,153 | $6.64M | 2.84% | +2,440+3.1% | Added |
| Greenwood Capital Associates LLC | 81,634 | $6.63M | 0.65% | −533−0.6% | Reduced |
| WealthPlan Investment Management, LLC | 81,499 | $6.62M | 0.33% | −12,926−13.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 80,934 | $6.62M | 1.05% | +11,451+16.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 80,802 | $6.61M | 0.32% | +1,276+1.6% | Added |
| Family Legacy, Inc. | 80,960 | $6.58M | 1.75% | −295−0.4% | Reduced |
| Catherine Avery Investment Management LLC | 80,871 | $6.57M | 2.87% | −5,507−6.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 79,688 | $6.48M | 0.18% | +3,274+4.3% | Added |
| Atwater Malick LLC | 79,539 | $6.46M | 1.41% | −1,097−1.4% | Reduced |
| PFG Investments, LLC | 78,900 | $6.41M | 0.25% | +7,843+11.0% | Added |
| Logan Capital Management Inc | 78,687 | $6.39M | 0.24% | +78,687 | New |
| Chicago Capital, LLC | 78,249 | $6.36M | 0.15% | −1,444−1.8% | Reduced |
| RFG Advisory, LLC | 78,224 | $6.36M | 0.10% | −996−1.3% | Reduced |
| Savvy Advisors, Inc. | 78,055 | $6.34M | 0.14% | +18,887+31.9% | Added |
| Sigma Planning Corp | 77,949 | $6.34M | 0.16% | +2,940+3.9% | Added |
| Valeo Financial Advisors, LLC | 77,730 | $6.32M | 0.13% | +5,928+8.3% | Added |
| Dynamic Advisor Solutions LLC | 77,661 | $6.31M | 0.18% | +2,798+3.7% | Added |
| Modern Wealth Management, LLC | 77,501 | $6.30M | 0.08% | +26,056+50.6% | Added |
| Bath Savings Trust Co | 77,383 | $6.29M | 0.65% | +130.0% | Added |
| New England Asset Management Inc | 77,364 | $6.29M | 0.73% | −11,967−13.4% | Reduced |
| Colonial Trust Co | 77,325 | $6.28M | 0.80% | −1,827−2.3% | Reduced |
| Prosperity Consulting Group, LLC | 77,263 | $6.28M | 0.24% | +1,983+2.6% | Added |
| Hayek Kallen Investment Management | 77,223 | $6.28M | 1.90% | +865+1.1% | Added |
| Gluskin Sheff & Assoc Inc | 77,056 | $6.26M | 0.96% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 76,894 | $6.25M | 0.52% | −544−0.7% | Reduced |
| Leavell Investment Management, Inc. | 76,168 | $6.23M | 0.23% | +4,068+5.6% | Added |
| Prudential PLC | 76,612 | $6.23M | 0.04% | +5,649+8.0% | Added |
| Smith & Howard Wealth Management, LLC | 76,088 | $6.18M | 1.27% | −224−0.3% | Reduced |
| Rossmore Private Capital | 75,502 | $6.18M | 0.50% | +317+0.4% | Added |
| Mather Group, LLC. | 75,994 | $6.18M | 0.05% | +1,032+1.4% | Added |
| Lincoln Capital LLC | 75,968 | $6.17M | 1.10% | −3,259−4.1% | Reduced |
| Reik & Co., LLC | 75,931 | $6.17M | 1.61% | −225−0.3% | Reduced |
| Bridges Investment Management Inc | 75,508 | $6.14M | 0.07% | +21,443+39.7% | Added |
| BIP Wealth, LLC | 75,420 | $6.13M | 0.17% | +2,786+3.8% | Added |
| CAPROCK Group, Inc. | 74,230 | $6.07M | 0.12% | +5,859+8.6% | Added |
| Benedict Financial Advisors Inc | 74,694 | $6.07M | 1.18% | −748−1.0% | Reduced |
| First Nebraska Trust Co | 74,583 | $6.06M | 0.49% | +1,983+2.7% | Added |
| Harvey Investment Co LLC | 74,238 | $6.03M | 0.66% | +1,262+1.7% | Added |
| Hamilton Capital Partners Inc. | 74,196 | $6.03M | 0.18% | +1,356+1.9% | Added |
| Great Valley Advisor Group, Inc. | 73,931 | $6.01M | 0.09% | +2,751+3.9% | Added |
| MSH Capital Advisors LLC | 73,805 | $6.00M | 1.04% | +296+0.4% | Added |
| Schulhoff & Co Inc | 73,707 | $5.99M | 2.41% | −2,895−3.8% | Reduced |
| Boston Research & Management Inc | 73,647 | $5.99M | 1.32% | −460−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 73,515 | $5.97M | 0.19% | +193+0.3% | Added |
| Burke & Herbert Bank & Trust Co | 73,337 | $5.96M | 1.48% | −1,886−2.5% | Reduced |
| Integrated Advisors Network LLC | 73,331 | $5.96M | 0.27% | +137+0.2% | Added |
| Jacobi Capital Management LLC | 73,177 | $5.95M | 0.29% | +560+0.8% | Added |
| HBK Sorce Advisory LLC | 68,145 | $5.92M | 0.12% | +2,037+3.1% | Added |
| Fort Washington Investment Advisors Inc | 72,805 | $5.92M | 0.03% | +15,707+27.5% | Added |
| Boston Private Wealth LLC | 72,592 | $5.90M | 0.37% | −2,609−3.5% | Reduced |
| Qsemble Capital Management, LP | 72,531 | $5.89M | 0.76% | +72,531 | New |
| Covington Investment Advisors Inc. | 72,087 | $5.86M | 0.76% | +511+0.7% | Added |
| Smartleaf Asset Management LLC | 70,681 | $5.84M | 0.19% | 00.0% | Unchanged |
| Verum Partners LLC | 71,664 | $5.82M | 0.88% | +1,380+2.0% | Added |
| Chilton Investment Co LLC | 71,623 | $5.82M | 0.14% | +30,596+74.6% | Added |
| Lee Danner & Bass Inc | 71,218 | $5.79M | 0.33% | −1,218−1.7% | Reduced |
| Haverford Financial Services, Inc. | 71,092 | $5.78M | 1.70% | −18,379−20.5% | Reduced |
| Wedmont Private Capital | 69,092 | $5.77M | 0.16% | +2,510+3.8% | Added |
| Columbia Asset Management | 70,912 | $5.76M | 1.00% | −1,295−1.8% | Reduced |
| IFP Advisors, Inc | 70,648 | $5.74M | 0.10% | +1,987+2.9% | Added |
| TSA Wealth Managment LLC | 70,399 | $5.72M | 1.62% | +647+0.9% | Added |
| Atticus Wealth Management, LLC | 70,278 | $5.71M | 1.36% | −40.0% | Reduced |
| Western Wealth Management, LLC | 70,016 | $5.69M | 0.19% | −176−0.3% | Reduced |
| RBF Capital, LLC | 70,000 | $5.69M | 0.24% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 69,491 | $5.65M | 1.58% | −2,611−3.6% | Reduced |
| EFG International AG | 69,490 | $5.65M | 0.10% | −23,237−25.1% | Reduced |
| Atomi Financial Group, Inc. | 69,440 | $5.64M | 0.15% | +5,818+9.1% | Added |
| Alerus Financial NA | 69,351 | $5.64M | 0.25% | +33,054+91.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 69,198 | $5.62M | 2.39% | +300.0% | Added |
| Altrius Capital Management Inc | 68,989 | $5.61M | 1.06% | +68,989 | New |
| Farmers National Bank | 68,936 | $5.60M | 1.17% | −662−1.0% | Reduced |
| DJE Kapital AG | 68,400 | $5.60M | 0.11% | +12,300+21.9% | Added |
| Concord Wealth Partners | 68,732 | $5.59M | 0.64% | −1,216−1.7% | Reduced |
| Bank of Hawaii | 68,398 | $5.56M | 0.27% | +242+0.4% | Added |
| Dakota Wealth Management | 68,178 | $5.54M | 0.11% | +274+0.4% | Added |
| Sandhill Capital Partners LLC | 68,054 | $5.53M | 0.45% | −591−0.9% | Reduced |
| Stonebridge Financial Group, LLC | 67,922 | $5.52M | 0.42% | +2,318+3.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,333 | $5.47M | 0.08% | +8,479+14.4% | Added |
| Mutual Advisors, LLC | 67,306 | $5.47M | 0.10% | −270.0% | Reduced |
| Capital Analysts, LLC | 66,777 | $5.43M | 0.13% | −816−1.2% | Reduced |
| Geneos Wealth Management Inc. | 66,726 | $5.42M | 0.11% | +25,847+63.2% | Added |
| PDS Planning, Inc | 66,367 | $5.39M | 0.31% | +292+0.4% | Added |
| V-Square Quantitative Management LLC | 66,207 | $5.38M | 0.51% | −34,074−34.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 66,188 | $5.38M | 1.14% | +49,569+298.3% | Added |
| Constitution Capital LLC | 66,181 | $5.38M | 2.76% | −26,555−28.6% | Reduced |
| Lexington Hill Partners, LLC | 66,026 | $5.37M | 2.60% | +1,559+2.4% | Added |
| Kennon-Green & Company, LLC | 66,009 | $5.36M | 4.18% | −424−0.6% | Reduced |