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 |
|---|---|---|---|---|---|
| Concord Asset Management, LLC | 16,894 | $1.02M | 0.36% | +3,720+28.2% | Added |
| Aire Advisors, LLC | 16,907 | $1.02M | 0.27% | −80.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,921 | $1.02M | 0.42% | −294−1.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 16,931 | $1.02M | 0.19% | −515−3.0% | Reduced |
| Capstone Financial Advisors, Inc. | 17,006 | $1.02M | 0.08% | −444−2.5% | Reduced |
| LexAurum Advisors, LLC | 17,082 | $1.03M | 0.31% | +2,097+14.0% | Added |
| Advisors Capital Management, LLC | 17,080 | $1.03M | 0.02% | −283−1.6% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 17,204 | $1.03M | 0.80% | +17,204 | New |
| YHB Investment Advisors, Inc. | 17,097 | $1.03M | 0.10% | +27+0.2% | Added |
| Signature Wealth Management Group | 17,143 | $1.03M | 0.48% | −21−0.1% | Reduced |
| Vise Technologies, Inc. | 17,146 | $1.03M | 0.25% | +387+2.3% | Added |
| Beaton Management Co. Inc. | 17,175 | $1.03M | 0.65% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 17,200 | $1.04M | 0.31% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 17,336 | $1.04M | 0.28% | −135−0.8% | Reduced |
| Keel Point, LLC | 17,358 | $1.05M | 0.14% | +993+6.1% | Added |
| Royal Capital Wealth Management, LLC | 17,371 | $1.05M | 0.99% | +80.0% | Added |
| Resource Planning Group | 17,402 | $1.05M | 0.85% | −312−1.8% | Reduced |
| Mitchell Sinkler & Starr | 17,450 | $1.05M | 0.30% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 17,499 | $1.05M | 0.20% | +137+0.8% | Added |
| Fortem Financial Group, LLC | 17,513 | $1.05M | 0.63% | +663+3.9% | Added |
| Sendero Wealth Management, LLC | 17,526 | $1.06M | 0.23% | +17,526 | New |
| Eisler Capital (UK) Ltd. | 17,533 | $1.06M | 0.11% | −27,083−60.7% | Reduced |
| MidWestOne Financial Group, Inc. | 17,536 | $1.06M | 0.23% | +653+3.9% | Added |
| RF&L Wealth Management, LLC | 17,580 | $1.06M | 0.97% | 00.0% | Unchanged |
| Ledyard National Bank | 17,602 | $1.06M | 0.12% | +1,040+6.3% | Added |
| Zullo Investment Group, Inc. | 17,614 | $1.06M | 0.61% | −1,864−9.6% | Reduced |
| Financial Partners Group, LLC | 17,682 | $1.06M | 0.54% | +53+0.3% | Added |
| Founders Capital Management | 17,688 | $1.07M | 0.77% | −60−0.3% | Reduced |
| Cahaba Wealth Management, Inc. | 17,706 | $1.07M | 0.12% | −411−2.3% | Reduced |
| Bessemer Securities LLC | 17,722 | $1.07M | 0.71% | −4,300−19.5% | Reduced |
| Oxford Financial Group Ltd | 17,726 | $1.07M | 0.10% | +108+0.6% | Added |
| Aberdeen Wealth Management LLC | 17,756 | $1.07M | 0.77% | +164+0.9% | Added |
| Lindbrook Capital, LLC | 17,758 | $1.07M | 0.11% | −1,245−6.6% | Reduced |
| Bell Bank | 17,785 | $1.07M | 0.11% | −92−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 17,797 | $1.07M | 0.22% | −3,028−14.5% | Reduced |
| Farmers Trust Co | 17,814 | $1.07M | 0.23% | −510−2.8% | Reduced |
| Buffington Mohr McNeal | 17,844 | $1.07M | 0.23% | +922+5.4% | Added |
| WealthTrust Axiom LLC | 17,858 | $1.08M | 0.36% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 17,896 | $1.08M | 0.09% | +4,213+30.8% | Added |
| Powers Advisory Group, LLC | 17,982 | $1.08M | 0.72% | +101+0.6% | Added |
| Personal Cfo Solutions, LLC | 17,987 | $1.08M | 0.22% | +453+2.6% | Added |
| Regents of the University of California | 18,000 | $1.08M | 0.14% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 18,010 | $1.08M | 0.55% | −5,266−22.6% | Reduced |
| Private Capital Advisors, Inc. | 18,010 | $1.08M | 0.18% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 18,159 | $1.09M | 0.71% | −868−4.6% | Reduced |
| Provident Investment Management, Inc. | 18,200 | $1.10M | 0.12% | −1,800−9.0% | Reduced |
| Grimes & Company, Inc. | 18,215 | $1.10M | 0.04% | +98+0.5% | Added |
| Spinnaker Trust | 18,255 | $1.10M | 0.08% | 00.0% | Unchanged |
| Avestar Capital, LLC | 18,147 | $1.10M | 0.19% | +2,021+12.5% | Added |
| Am Investment Strategies LLC | 18,304 | $1.10M | 0.35% | +1,050+6.1% | Added |
| GSB Wealth Management, LLC | 18,318 | $1.10M | 0.36% | +1,961+12.0% | Added |
| O'Rourke & Company, Inc | 18,357 | $1.10M | 0.77% | +19+0.1% | Added |
| Successful Portfolios LLC | 18,351 | $1.11M | 0.95% | −2,119−10.4% | Reduced |
| Brave Asset Management Inc | 18,357 | $1.11M | 0.32% | −43−0.2% | Reduced |
| Nemes Rush Group LLC | 18,385 | $1.11M | 0.20% | +18,385 | New |
| Cito Capital Group, LLC | 18,360 | $1.11M | 0.51% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 18,530 | $1.12M | 0.13% | +18,530 | New |
| Tiedemann Advisors, LLC | 18,392 | $1.12M | 0.05% | +4,247+30.0% | Added |
| Transamerica Financial Advisors, Inc. | 18,586 | $1.12M | 0.15% | −107−0.6% | Reduced |
| Keating Investment Counselors Inc | 18,600 | $1.12M | 0.40% | −575−3.0% | Reduced |
| Little House Capital LLC | 18,606 | $1.12M | 0.48% | +725+4.1% | Added |
| Options Solutions, LLC | 18,643 | $1.12M | 1.11% | +3,321+21.7% | Added |
| Rothschild Investment Corp | 18,648 | $1.12M | 0.09% | +2,282+13.9% | Added |
| Segment Wealth Management, LLC | 18,676 | $1.12M | 0.12% | −189−1.0% | Reduced |
| Itau Unibanco Holding S.A. | 18,683 | $1.13M | 0.05% | −3,366−15.3% | Reduced |
| Harbor Investment Advisory, LLC | 18,857 | $1.14M | 0.16% | +1,761+10.3% | Added |
| Essex Savings Bank | 18,868 | $1.14M | 0.38% | +177+0.9% | Added |
| Jacobs Levy Equity Management, Inc | 18,884 | $1.14M | 0.01% | +4,860+34.7% | Added |
| Windsor Capital Management, LLC | 18,949 | $1.14M | 0.38% | +200+1.1% | Added |
| Legacy Private Trust Co. | 18,960 | $1.14M | 0.09% | +3,365+21.6% | Added |
| Ledge Wealth Management, Inc. | 19,033 | $1.15M | 0.55% | −2,527−11.7% | Reduced |
| Davis R M Inc | 19,094 | $1.15M | 0.03% | −326−1.7% | Reduced |
| Core Wealth Partners LLC | 19,190 | $1.16M | 1.07% | +200+1.1% | Added |
| Ascension Asset Management LLC | 19,200 | $1.16M | 0.71% | +19,200 | New |
| Sciencast Management LP | 19,300 | $1.16M | 0.95% | +13,506+233.1% | Added |
| Prestige Wealth Management Group LLC | 19,244 | $1.17M | 0.28% | −20,371−51.4% | Reduced |
| Heritage Wealth Advisors | 19,418 | $1.17M | 0.06% | −200−1.0% | Reduced |
| Monetary Management Group Inc | 19,545 | $1.18M | 0.36% | −3,650−15.7% | Reduced |
| Eisler Capital (US) LLC | 19,612 | $1.18M | 0.65% | −165−0.8% | Reduced |
| Berkeley Capital Partners, LLC | 19,657 | $1.18M | 0.42% | +99+0.5% | Added |
| Means Investment Co., Inc. | 19,738 | $1.19M | 0.19% | +128+0.7% | Added |
| Shulman DeMeo Asset Management LLC | 19,749 | $1.19M | 0.36% | −257−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 19,925 | $1.19M | 0.15% | −50,322−71.6% | Reduced |
| Next Capital Management LLC | 19,820 | $1.19M | 0.55% | 00.0% | Unchanged |
| Old North State Trust, LLC | 19,896 | $1.20M | 0.89% | −68−0.3% | Reduced |
| 1st Source Bank | 19,936 | $1.20M | 0.08% | +327+1.7% | Added |
| Renasant Bank | 19,967 | $1.20M | 0.98% | −3,549−15.1% | Reduced |
| CNB Bank | 19,968 | $1.20M | 0.71% | +1,310+7.0% | Added |
| Kistler-Tiffany Companies, LLC | 19,975 | $1.20M | 0.20% | +31+0.2% | Added |
| Sandy Cove Advisors, LLC | 19,996 | $1.20M | 0.69% | +1,712+9.4% | Added |
| RMR Wealth Builders | 19,848 | $1.20M | 0.20% | −99−0.5% | Reduced |
| Heritage Financial Services, LLC | 20,025 | $1.21M | 0.24% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 19,918 | $1.21M | 0.09% | +957+5.0% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.21M | 0.99% | 00.0% | Unchanged |
| World Equity Group, Inc. | 20,157 | $1.21M | 0.36% | +5,903+41.4% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 20,159 | $1.21M | 0.01% | +390+2.0% | Added |
| Continuum Advisory, LLC | 47,279 | $1.22M | 0.19% | +452+1.0% | Added |
| Meridian Wealth Advisors, LLC | 20,347 | $1.23M | 0.30% | −2,149−9.6% | Reduced |
| VeraBank, N.A. | 20,413 | $1.23M | 0.47% | −975−4.6% | Reduced |
| Palumbo Wealth Management LLC | 20,423 | $1.23M | 0.75% | +1,526+8.1% | Added |