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 2023
Institutional positions in Coca Cola Co as of Jun 30, 2023. 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
- 2,888
- +28 vs. Q1 2023
- Shares held
- 3.04B
- +27.4K (0.0%) vs. Q1 2023
- Total value
- $182.9B
- −$4.95B (−2.6%) vs. Q1 2023
- New holders
- 140
- 1,212 more added
- Sold out
- 112
- 1,176 more reduced
21 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Angeles Investment Advisors, LLC | 9,443 | $568.7K | 0.05% | −605−6.0% | Reduced |
| Quent Capital, LLC | 9,445 | $568.8K | 0.09% | +1,174+14.2% | Added |
| Woodward Diversified Capital, LLC | 9,493 | $571.7K | 0.43% | −234−2.4% | Reduced |
| Red Door Wealth Management, LLC | 9,533 | $574.1K | 0.13% | +614+6.9% | Added |
| Van Cleef Asset Management,Inc | 9,550 | $575.1K | 0.09% | −10−0.1% | Reduced |
| Retirement Guys Formula LLC | 9,568 | $576.2K | 0.33% | +438+4.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,570 | $576.3K | 0.08% | +498+5.5% | Added |
| Kovitz Investment Group Partners, LLC | 9,585 | $577.2K | 0.01% | −5,127−34.8% | Reduced |
| Summitry LLC | 9,593 | $577.7K | 0.04% | −75−0.8% | Reduced |
| Knott David M Jr | 9,600 | $578.0K | 0.24% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 9,602 | $578.2K | 0.07% | +1,184+14.1% | Added |
| River Wealth Advisors LLC | 9,623 | $579.5K | 0.10% | −880−8.4% | Reduced |
| MJP Associates Inc | 9,627 | $579.7K | 0.19% | −163−1.7% | Reduced |
| Occidental Asset Management, LLC | 9,687 | $583.4K | 0.13% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9,697 | $584.0K | 0.33% | +927+10.6% | Added |
| Cross Staff Investments Inc | 9,715 | $585.0K | 0.54% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 9,722 | $585.4K | 0.24% | −5,057−34.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 9,725 | $586.0K | 0.57% | −50−0.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 9,733 | $586.1K | 0.04% | −3,047−23.8% | Reduced |
| Interchange Capital Partners, LLC | 9,710 | $586.6K | 0.45% | +219+2.3% | Added |
| Zhang Financial LLC | 9,746 | $586.9K | 0.06% | −2,085−17.6% | Reduced |
| Hemenway Trust Co LLC | 9,754 | $587.4K | 0.06% | −100−1.0% | Reduced |
| First Heartland Consultants, Inc. | 9,760 | $587.7K | 0.08% | −214−2.1% | Reduced |
| Drive Wealth Management, LLC | 9,686 | $587.8K | 0.22% | −127−1.3% | Reduced |
| Vivaldi Capital Management, LLC | 9,766 | $588.1K | 0.18% | −165−1.7% | Reduced |
| Tarbox Family Office, Inc. | 9,769 | $588.3K | 0.11% | 00.0% | Unchanged |
| IFG Advisors, LLC | 9,786 | $589.3K | 0.21% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 9,787 | $589.4K | 0.18% | +28+0.3% | Added |
| Wilkins Investment Counsel Inc | 9,800 | $590.0K | 0.15% | −250−2.5% | Reduced |
| Alta Advisers Ltd | 9,800 | $590.2K | 0.33% | 00.0% | Unchanged |
| Wrapmanager Inc | 9,801 | $590.2K | 0.18% | −233−2.3% | Reduced |
| Sittner & Nelson, LLC | 9,834 | $592.2K | 0.33% | +43+0.4% | Added |
| Alliance Wealth Advisors, LLC | 9,838 | $592.4K | 0.42% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 9,839 | $592.5K | 0.11% | 00.0% | Unchanged |
| MBL Wealth, LLC | 9,854 | $593.4K | 0.08% | +2,818+40.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,857 | $593.6K | 0.17% | −230−2.3% | Reduced |
| Silicon Hills Wealth Management, LLC | 9,871 | $594.4K | 0.34% | 00.0% | Unchanged |
| HCR Wealth Advisors | 9,905 | $596.4K | 0.11% | −230−2.3% | Reduced |
| Wimmer Associates 1, LLC | 9,922 | $597.5K | 0.36% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 9,836 | $598.1K | 0.16% | +1,197+13.9% | Added |
| Cooper Financial Group | 9,933 | $598.1K | 0.15% | +873+9.6% | Added |
| Maven Securities LTD | 9,943 | $598.8K | 0.09% | +9,943 | New |
| AXS Investments LLC | 9,947 | $599.0K | 0.16% | −1,386−12.2% | Reduced |
| Maple Capital Management, Inc. | 9,947 | $599.0K | 0.07% | −798−7.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 9,948 | $599.1K | 0.06% | −149−1.5% | Reduced |
| Schrum Private Wealth Management LLC | 9,962 | $599.9K | 0.65% | +10.0% | Added |
| Mosaic Family Wealth Partners, LLC | 9,968 | $600.2K | 0.12% | −8−0.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 9,985 | $601.3K | 0.25% | +139+1.4% | Added |
| Robinson Value Management, Ltd. | 10,000 | $602.2K | 0.44% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10,005 | $602.5K | 0.16% | −168−1.7% | Reduced |
| Guidance Capital, Inc | 9,888 | $604.9K | 0.26% | +9,888 | New |
| Carmichael Hill & Associates, Inc. | 10,053 | $605.4K | 0.29% | +1,015+11.2% | Added |
| Tradewinds, LLC. | 10,058 | $605.7K | 0.36% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 10,103 | $608.4K | 0.48% | +30.0% | Added |
| Astoria Portfolio Advisors LLC. | 10,084 | $608.6K | 0.24% | −130−1.3% | Reduced |
| Townsend Asset Management Corp | 10,118 | $609.3K | 0.29% | +60+0.6% | Added |
| Willis Investment Counsel | 10,132 | $610.1K | 0.04% | −66−0.6% | Reduced |
| Roman Butler Fullerton & Co | 9,918 | $611.3K | 0.28% | −3,703−27.2% | Reduced |
| Cubic Asset Management, LLC | 10,164 | $612.1K | 0.16% | −50.0% | Reduced |
| DAGCO, Inc. | 11,685 | $613.2K | 0.30% | +11+0.1% | Added |
| Wayfinding Financial, LLC | 9,841 | $614.0K | 0.43% | +560+6.0% | Added |
| Lingohr & Partner Asset Management GmbH | 10,206 | $615.0K | 1.57% | 00.0% | Unchanged |
| Apexium Financial, LP | 10,187 | $615.1K | 0.05% | +10.0% | Added |
| Greenfield Savings Bank | 10,229 | $616.0K | 0.42% | −50.0% | Reduced |
| Burns Matteson Capital Management, LLC | 10,255 | $617.6K | 0.38% | −500−4.6% | Reduced |
| Norris Perne & French LLP | 10,266 | $618.2K | 0.05% | +40.0% | Added |
| Taylor Hoffman Wealth Management | 10,276 | $618.8K | 0.31% | +1,942+23.3% | Added |
| Meridian Investment Counsel Inc. | 10,285 | $619.4K | 0.22% | +48+0.5% | Added |
| Koss-Olinger Consulting, LLC | 10,289 | $620.0K | 0.07% | −107−1.0% | Reduced |
| Sunbelt Securities, Inc. | 10,299 | $620.2K | 0.09% | +441+4.5% | Added |
| Acorn Financial Advisory Services Inc | 10,314 | $621.3K | 0.11% | −809−7.3% | Reduced |
| Clarus Group, Inc. | 10,318 | $621.4K | 0.45% | +2,932+39.7% | Added |
| Cutter & CO Brokerage, Inc. | 10,319 | $621.4K | 0.18% | +626+6.5% | Added |
| Aspen Investment Management Inc | 10,324 | $622.0K | 0.37% | 00.0% | Unchanged |
| Sierra Capital LLC | 10,325 | $622.0K | 0.10% | +123+1.2% | Added |
| Laird Norton Trust Company, LLC | 10,283 | $623.9K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 10,361 | $623.9K | 0.82% | +656+6.8% | Added |
| Reynders McVeigh Capital Management, LLC | 10,365 | $624.0K | 0.04% | +158+1.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 10,363 | $624.1K | 0.17% | +2,161+26.3% | Added |
| Angeles Wealth Management, LLC | 10,386 | $625.4K | 0.09% | +36+0.3% | Added |
| Ninepoint Partners LP | 10,391 | $625.7K | 0.08% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10,392 | $625.8K | 0.15% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 10,418 | $627.4K | 0.07% | −1,030−9.0% | Reduced |
| Reuter James Wealth Management, LLC | 10,436 | $628.5K | 0.76% | −86−0.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,365 | $629.2K | 0.05% | −821−7.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 10,456 | $629.7K | 0.39% | −565−5.1% | Reduced |
| HC Advisors, LLC | 10,482 | $631.3K | 0.37% | +17+0.2% | Added |
| Viawealth, LLC | 10,488 | $631.6K | 0.47% | +12+0.1% | Added |
| Cladis Investment Advisory, LLC | 10,489 | $631.6K | 0.55% | +10.0% | Added |
| Circle Wealth Management, LLC | 10,509 | $632.9K | 0.08% | +18+0.2% | Added |
| MUFG Securities EMEA plc | 10,520 | $633.5K | 0.01% | −470−4.3% | Reduced |
| Icon Wealth Partners, LLC | 10,527 | $633.9K | 0.07% | −69−0.7% | Reduced |
| Congress Park Capital LLC | 10,550 | $635.3K | 0.36% | −275−2.5% | Reduced |
| Coastline Trust Co | 10,595 | $638.0K | 0.09% | −10,635−50.1% | Reduced |
| Verity Asset Management, Inc. | 10,622 | $639.7K | 0.47% | −206−1.9% | Reduced |
| Cowa, LLC | 10,657 | $641.8K | 0.42% | +12+0.1% | Added |
| Spinnaker Investment Group, LLC | 10,658 | $641.8K | 0.21% | +10.0% | Added |
| MainStreet Investment Advisors LLC | 10,661 | $642.0K | 0.07% | −777−6.8% | Reduced |
| Brandywine Trust Co | 10,682 | $643.3K | 0.14% | 00.0% | Unchanged |
| Bennett Selby Investments LP | 10,688 | $643.6K | 0.37% | −50−0.5% | Reduced |