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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 12,719 | $766.4K | 0.06% | −356−2.7% | Reduced |
| Lifeworks Advisors, LLC | 12,772 | $769.1K | 0.33% | +26+0.2% | Added |
| Intelligence Driven Advisers, LLC | 12,748 | $772.0K | 0.14% | +1,877+17.3% | Added |
| Quadrant Private Wealth Management, LLC | 12,741 | $773.1K | 0.22% | −821−6.1% | Reduced |
| MBA Advisors LLC | 12,864 | $774.7K | 0.46% | −67−0.5% | Reduced |
| AIA Group Ltd | 12,886 | $776.0K | 0.04% | −42,232−76.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 12,905 | $777.1K | 0.77% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 12,909 | $777.4K | 0.27% | −2,219−14.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 12,813 | $777.5K | 0.49% | −862−6.3% | Reduced |
| Montchanin Asset Management, LLC | 12,923 | $778.0K | 0.89% | 00.0% | Unchanged |
| St. Louis Trust Co | 12,929 | $778.6K | 0.14% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 12,944 | $779.5K | 0.11% | +48+0.4% | Added |
| Kidder Stephen W | 12,950 | $779.8K | 0.26% | −100−0.8% | Reduced |
| Gryphon Financial Partners LLC | 12,951 | $779.9K | 0.17% | +286+2.3% | Added |
| Premier Fund Managers Ltd | 13,000 | $780.0K | 0.03% | 00.0% | Unchanged |
| William Allan, LLC | 12,960 | $780.5K | 0.60% | −55−0.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 12,961 | $780.5K | 0.03% | +6,099+88.9% | Added |
| Register Financial Advisors LLC | 12,969 | $781.0K | 0.56% | +3,438+36.1% | Added |
| First National Bank & Trust Co of Newtown | 12,979 | $781.6K | 0.17% | +439+3.5% | Added |
| Formidable Asset Management, LLC | 13,048 | $786.0K | 0.17% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 13,089 | $788.2K | 0.29% | −213−1.6% | Reduced |
| West Family Investments, Inc. | 13,092 | $788.4K | 0.31% | +13,092 | New |
| McMillion Capital Management Inc | 13,102 | $789.0K | 0.70% | −188−1.4% | Reduced |
| Hoertkorn Richard Charles | 13,129 | $790.6K | 0.38% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 13,137 | $791.1K | 0.60% | −1,863−12.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 13,035 | $791.4K | 0.13% | +6,378+95.8% | Added |
| Marietta Investment Partners LLC | 13,152 | $792.0K | 0.21% | 00.0% | Unchanged |
| NFC Investments, LLC | 13,164 | $793.0K | 0.26% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,194 | $794.5K | 0.11% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 13,219 | $796.0K | 0.10% | +1,944+17.2% | Added |
| Glen Eagle Advisors, LLC | 13,228 | $796.6K | 0.18% | −451−3.3% | Reduced |
| Wills Financial Group, Inc. | 13,242 | $797.4K | 0.40% | −105−0.8% | Reduced |
| Aspiriant, LLC | 13,284 | $800.0K | 0.04% | −134−1.0% | Reduced |
| Archer Investment Corp | 13,286 | $800.1K | 0.28% | +2,470+22.8% | Added |
| Oak Harvest Investment Services | 13,306 | $801.3K | 0.18% | −39,731−74.9% | Reduced |
| Royal Fund Management, LLC | 13,313 | $801.7K | 0.11% | +288+2.2% | Added |
| Gilbert & Cook, Inc. | 13,323 | $802.3K | 0.13% | +670+5.3% | Added |
| Magnus Financial Group LLC | 13,330 | $802.7K | 0.11% | −95−0.7% | Reduced |
| Lester Murray Antman dba SimplyRich | 13,335 | $803.0K | 0.29% | +13+0.1% | Added |
| OmniStar Financial Group, Inc. | 13,377 | $805.7K | 0.95% | +1,874+16.3% | Added |
| BBR Partners, LLC | 13,392 | $806.5K | 0.09% | −1,116−7.7% | Reduced |
| Headinvest, LLC | 13,186 | $806.6K | 0.17% | −1,090−7.6% | Reduced |
| Carret Asset Management, LLC | 13,404 | $807.2K | 0.11% | −150−1.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 13,423 | $808.3K | 0.51% | +50.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,428 | $809.0K | 0.52% | −1,025−7.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 13,445 | $809.7K | 0.50% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 13,469 | $811.1K | 0.09% | +102+0.8% | Added |
| Kowal Investment Group, LLC | 13,480 | $811.8K | 0.22% | +44+0.3% | Added |
| Spreng Capital Management, Inc. | 13,504 | $813.0K | 0.64% | −560−4.0% | Reduced |
| Dividend Assets Capital, LLC | 13,523 | $814.0K | 0.17% | +1,841+15.8% | Added |
| Ballast, Inc. | 13,522 | $814.3K | 0.31% | −500−3.6% | Reduced |
| Oak Thistle LLC | 13,523 | $814.4K | 0.43% | +7,820+137.1% | Added |
| Central Bank & Trust Co | 13,553 | $816.1K | 0.14% | +128+1.0% | Added |
| Talisman Wealth Advisors LLC | 13,576 | $817.5K | 1.39% | +425+3.2% | Added |
| Prosperity Consulting Group, LLC | 13,628 | $820.7K | 0.50% | −409−2.9% | Reduced |
| ACT Advisors, LLC. | 13,656 | $822.4K | 0.54% | −1,013−6.9% | Reduced |
| Allstate Corp | 13,676 | $823.6K | 0.05% | +107+0.8% | Added |
| Mizuho Securities Co. Ltd. | 13,700 | $825.0K | 1.86% | +12,740+1,327.1% | Added |
| West Michigan Advisors, LLC | 13,742 | $827.5K | 0.33% | +436+3.3% | Added |
| American Financial Advisors, LLC | 13,762 | $828.8K | 0.13% | +23+0.2% | Added |
| Pioneer Trust Bank N A | 13,773 | $829.4K | 0.24% | +158+1.2% | Added |
| True North Advisors, LLC | 13,780 | $829.9K | 0.24% | +7,555+121.4% | Added |
| Culbertson A N & Co Inc | 13,784 | $830.1K | 0.16% | +415+3.1% | Added |
| Hamilton Capital, LLC | 13,823 | $832.4K | 0.06% | +1,458+11.8% | Added |
| Everhart Financial Group, Inc. | 13,826 | $832.6K | 0.35% | +1,074+8.4% | Added |
| Charter Research & Investment Group, Inc. | 13,835 | $833.1K | 0.69% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 13,880 | $835.8K | 0.14% | −234−1.7% | Reduced |
| Longfellow Investment Management Co LLC | 13,932 | $839.0K | 0.19% | −3,529−20.2% | Reduced |
| Blue Edge Capital, LLC | 13,939 | $839.4K | 0.17% | 00.0% | Unchanged |
| Adams Wealth Management | 13,945 | $839.8K | 0.26% | +365+2.7% | Added |
| KFA Private Wealth Group, LLC | 13,946 | $839.9K | 0.35% | −19−0.1% | Reduced |
| Morse Asset Management, Inc | 14,000 | $843.0K | 0.26% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 14,000 | $843.1K | 0.03% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 14,046 | $845.9K | 0.28% | +517+3.8% | Added |
| Townsend & Associates, Inc | 13,597 | $846.4K | 0.22% | 00.0% | Unchanged |
| RDA Financial Network | 14,131 | $851.0K | 0.36% | +322+2.3% | Added |
| Emerald Advisors, LLC | 14,166 | $853.1K | 0.20% | +806+6.0% | Added |
| Inlet Private Wealth, LLC | 14,199 | $855.1K | 0.22% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 14,204 | $855.7K | 0.27% | −8,980−38.7% | Reduced |
| Souders Financial Advisors | 14,233 | $857.1K | 0.16% | +8,603+152.8% | Added |
| Comerica Securities,inc. | 14,129 | $857.4K | 0.06% | +14+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 14,139 | $858.0K | 0.21% | +800+6.0% | Added |
| Alpha Omega Wealth Management LLC | 14,285 | $860.2K | 0.15% | −155−1.1% | Reduced |
| SFMG, LLC | 14,286 | $860.3K | 0.09% | −3,186−18.2% | Reduced |
| MMBG Investment Advisors Co. | 14,250 | $862.4K | 0.10% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 14,360 | $864.7K | 0.83% | +14,360 | New |
| Virtue Capital Management, LLC | 14,193 | $866.2K | 0.15% | −186−1.3% | Reduced |
| Heartwood Wealth Advisors LLC | 14,418 | $868.3K | 0.12% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 14,430 | $869.0K | 0.56% | −115−0.8% | Reduced |
| First Financial Bank - Trust Division | 14,442 | $869.7K | 0.09% | −77−0.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 14,452 | $870.3K | 0.37% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 14,460 | $870.8K | 0.38% | +1,388+10.6% | Added |
| Gleason Group, Inc. | 14,475 | $871.7K | 0.23% | +106+0.7% | Added |
| Hirtle Callaghan & Co LLC | 14,478 | $871.9K | 0.04% | +48+0.3% | Added |
| Guardian Wealth Advisors, LLC | 14,427 | $875.5K | 0.15% | +1,837+14.6% | Added |
| Saybrook Capital | 14,565 | $877.0K | 0.26% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 14,575 | $877.7K | 0.25% | +945+6.9% | Added |
| First Financial Corp | 14,630 | $881.0K | 0.56% | −463−3.1% | Reduced |
| Stone Point Wealth LLC | 14,680 | $884.0K | 0.37% | −45−0.3% | Reduced |
| Cornerstone National Bank & Trust Co | 14,690 | $884.6K | 0.51% | −2,608−15.1% | Reduced |