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 | 3,583 | $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 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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 14,597 | $885.0K | 0.03% | −58,104−79.9% | Reduced |
| CenterStar Asset Management, LLC | 14,711 | $886.6K | 0.80% | +14,711 | New |
| Inceptionr LLC | 14,751 | $888.3K | 0.47% | +5,063+52.3% | Added |
| Rosenbaum Jay D. | 14,778 | $889.9K | 1.43% | −218−1.5% | Reduced |
| Core Alternative Capital | 14,820 | $892.5K | 0.13% | +22+0.1% | Added |
| Sound Financial Strategies Group, LLC | 14,877 | $895.9K | 0.65% | −1,735−10.4% | Reduced |
| Estabrook Capital Management | 14,894 | $896.9K | 0.15% | −130−0.9% | Reduced |
| Plancorp, LLC | 14,897 | $897.1K | 0.05% | +164+1.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 14,921 | $898.5K | 0.21% | +50+0.3% | Added |
| Waterfront Wealth Inc. | 14,442 | $898.8K | 0.27% | +888+6.6% | Added |
| Stableford Capital II LLC | 14,763 | $899.4K | 0.40% | +14,763 | New |
| Altfest L J & Co Inc | 14,960 | $901.0K | 0.14% | −397−2.6% | Reduced |
| Capital Management Associates | 15,000 | $903.3K | 1.33% | +6,000+66.7% | Added |
| TRUE Private Wealth Advisors | 15,047 | $906.1K | 0.13% | +9,309+162.2% | Added |
| Peak Asset Management, LLC | 15,069 | $907.5K | 0.21% | +162+1.1% | Added |
| Lineweaver Wealth Advisors, LLC | 15,125 | $910.8K | 0.26% | −8,109−34.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,000 | $912.2K | 0.48% | −582−3.7% | Reduced |
| LS Investment Advisors, LLC | 15,151 | $912.4K | 0.16% | −1,855−10.9% | Reduced |
| Harvey Capital Management Inc | 15,200 | $915.3K | 0.34% | +15,200 | New |
| Advocate Group LLC | 15,209 | $915.9K | 0.20% | −1,166−7.1% | Reduced |
| DRW Securities, LLC | 15,231 | $917.0K | 0.07% | −26,073−63.1% | Reduced |
| Pinnacle Bancorp, Inc. | 15,228 | $917.0K | 0.31% | 00.0% | Unchanged |
| LCNB Corp | 15,255 | $918.7K | 0.39% | −402−2.6% | Reduced |
| Archford Capital Strategies, LLC | 14,735 | $920.4K | 0.17% | +349+2.4% | Added |
| CFO4Life Group, LLC | 15,301 | $921.4K | 0.20% | +394+2.6% | Added |
| American National Bank | 15,331 | $923.2K | 0.16% | +2,952+23.8% | Added |
| EagleClaw Capital Managment, LLC | 15,354 | $924.6K | 0.21% | −350−2.2% | Reduced |
| Prossimo Advisors, LLC | 15,356 | $925.0K | 0.89% | +15,356 | New |
| StrategIQ Financial Group, LLC | 15,375 | $925.9K | 0.11% | +154+1.0% | Added |
| Thompson Siegel & Walmsley LLC | 15,380 | $926.0K | 0.01% | +1,673+12.2% | Added |
| Sterling Investment Advisors, Ltd. | 15,382 | $926.3K | 0.31% | −637−4.0% | Reduced |
| Westmount Partners, LLC | 15,387 | $926.6K | 0.40% | +28+0.2% | Added |
| Paloma Partners Management Co | 15,518 | $934.5K | 0.22% | +15,518 | New |
| Harel Insurance Investments & Financial Services Ltd. | 15,582 | $936.0K | 0.02% | +2,500+19.1% | Added |
| First Command Bank | 15,560 | $937.0K | 0.09% | +213+1.4% | Added |
| First Command Financial Services, Inc. | 15,560 | $937.0K | 0.09% | +213+1.4% | Added |
| Aries Wealth Management | 15,566 | $937.4K | 0.36% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 15,594 | $939.1K | 0.65% | +425+2.8% | Added |
| Security National Bank of Sioux City Iowa | 15,603 | $939.6K | 0.71% | +15,603 | New |
| Wolverine Trading, LLC | 15,682 | $941.2K | 0.01% | −21,949−58.3% | Reduced |
| V Wealth Advisors LLC | 15,631 | $941.3K | 0.16% | +60+0.4% | Added |
| Kingfisher Capital LLC | 15,638 | $942.0K | 0.25% | +193+1.2% | Added |
| AdvisorNet Financial, Inc | 15,662 | $943.1K | 0.08% | +737+4.9% | Added |
| Thrive Wealth Management, LLC | 15,682 | $944.4K | 0.24% | +1,127+7.7% | Added |
| Voya Financial Advisors, Inc. | 15,761 | $946.0K | 0.11% | −50−0.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 15,727 | $947.1K | 0.21% | −899−5.4% | Reduced |
| Foster Dykema Cabot & Co Inc | 15,764 | $949.0K | 0.11% | −2,552−13.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 15,787 | $950.7K | 0.03% | +31+0.2% | Added |
| Hunter Associates Investment Management LLC | 15,809 | $951.0K | 0.19% | −138−0.9% | Reduced |
| Mayfair Advisory Group, LLC | 15,940 | $952.6K | 0.95% | +20.0% | Added |
| First Hawaiian Bank | 15,832 | $953.4K | 0.03% | −1,029−6.1% | Reduced |
| JNBA Financial Advisors | 15,839 | $953.8K | 0.11% | −835−5.0% | Reduced |
| Wealthsource Partners, LLC | 15,903 | $957.7K | 0.06% | −236−1.5% | Reduced |
| Lathrop Investment Management Corp | 15,911 | $958.0K | 0.19% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 15,944 | $960.1K | 0.34% | +4,929+44.7% | Added |
| Oxler Private Wealth LLC | 15,975 | $962.1K | 0.46% | +117+0.7% | Added |
| Journey Advisory Group, LLC | 16,000 | $963.5K | 0.14% | +50.0% | Added |
| Hendley & Co Inc | 16,001 | $964.0K | 0.40% | −100−0.6% | Reduced |
| Invictus Private Wealth, LLC | 16,019 | $964.7K | 0.10% | −1,007−5.9% | Reduced |
| Bray Capital Advisors | 16,022 | $964.8K | 0.29% | −300−1.8% | Reduced |
| PFG Investments, LLC | 16,041 | $966.0K | 0.17% | +677+4.4% | Added |
| Parkside Financial Bank & Trust | 16,042 | $966.0K | 0.23% | +4,539+39.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 16,075 | $968.0K | 0.99% | +275+1.7% | Added |
| Benjamin Edwards Inc | 16,133 | $972.0K | 0.23% | −157−1.0% | Reduced |
| Wellington Shields & Co., LLC | 16,175 | $974.1K | 0.23% | +200+1.3% | Added |
| Sage Mountain Advisors LLC | 16,235 | $977.7K | 0.14% | +2,334+16.8% | Added |
| Freedom Day Solutions, LLC | 16,239 | $977.9K | 0.43% | −1,127−6.5% | Reduced |
| Bank of New Hampshire | 16,247 | $978.4K | 0.28% | +19+0.1% | Added |
| Marathon Capital Management | 16,253 | $978.7K | 0.24% | −50−0.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 16,258 | $979.1K | 0.08% | −522−3.1% | Reduced |
| MV Capital Management, Inc. | 16,284 | $980.6K | 0.13% | −243−1.5% | Reduced |
| Telos Capital Management, Inc. | 16,322 | $982.9K | 0.13% | −2,770−14.5% | Reduced |
| First Dallas Securities Inc. | 16,315 | $983.0K | 0.55% | −316−1.9% | Reduced |
| NorthRock Partners, LLC | 16,340 | $984.0K | 0.11% | −1,398−7.9% | Reduced |
| Valmark Advisers, Inc. | 16,358 | $985.1K | 0.02% | −2,494−13.2% | Reduced |
| Eagle Bay Advisors LLC | 16,388 | $986.9K | 0.56% | −135−0.8% | Reduced |
| Ballast Advisors LLC | 16,409 | $988.2K | 0.37% | +6,611+67.5% | Added |
| Advisor OS, LLC | 16,431 | $989.5K | 0.16% | +6,016+57.8% | Added |
| Clear Harbor Asset Management, LLC | 16,434 | $989.7K | 0.10% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 16,442 | $990.1K | 0.64% | +135+0.8% | Added |
| Ashburton (Jersey) Ltd | 16,527 | $995.0K | 0.48% | −4,984−23.2% | Reduced |
| Investment Partners, Ltd. | 16,540 | $996.0K | 0.52% | −2,373−12.5% | Reduced |
| Engineers Gate Manager LP | 16,541 | $996.1K | 0.04% | +16,541 | New |
| Biltmore Family Office, LLC | 16,435 | $997.3K | 0.21% | −169−1.0% | Reduced |
| Mainstay Capital Management LLC | 16,566 | $997.6K | 0.18% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 16,580 | $998.4K | 0.21% | −2,058−11.0% | Reduced |
| RMB Capital Management, LLC | 16,605 | $999.9K | 0.03% | +513+3.2% | Added |
| Prostatis Group LLC | 871,638 | $1.00M | 0.47% | +854,134+4,879.7% | Added |
| Providence First Trust Co | 16,640 | $1.00M | 0.55% | −1,020−5.8% | Reduced |
| Catalyst Financial Partners LLC | 16,640 | $1.00M | 0.36% | +1,169+7.6% | Added |
| Midwest Financial Group LLC | 16,678 | $1.00M | 0.85% | −313−1.8% | Reduced |
| Great Lakes Retirement, Inc. | 16,551 | $1.00M | 0.18% | +566+3.5% | Added |
| Eagle Ridge Investment Management | 16,710 | $1.01M | 0.11% | 00.0% | Unchanged |
| Hudock, Inc. | 16,723 | $1.01M | 0.24% | −58−0.3% | Reduced |
| Sepio Capital, LP | 16,742 | $1.01M | 0.08% | −6,062−26.6% | Reduced |
| Wintrust Investments LLC | 16,769 | $1.01M | 0.10% | +705+4.4% | Added |
| Oak Hill Wealth Advisors, LLC | 16,797 | $1.01M | 0.37% | −245−1.4% | Reduced |
| America First Investment Advisors, LLC | 16,848 | $1.01M | 0.27% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 16,872 | $1.02M | 0.61% | −638−3.6% | Reduced |
| Webster Bank, N. A. | 16,879 | $1.02M | 0.13% | −6,372−27.4% | Reduced |