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 |
|---|---|---|---|---|---|
| Forefront Wealth Management Inc. | 23,857 | $1.44M | 1.90% | −174−0.7% | Reduced |
| Novare Capital Management LLC | 23,906 | $1.44M | 0.15% | +541+2.3% | Added |
| Claret Asset Management Corp | 23,921 | $1.44M | 0.28% | +39+0.2% | Added |
| Old Point Trust & Financial Services N A | 23,945 | $1.44M | 0.60% | +350+1.5% | Added |
| Home Federal Bank of Tennessee | 23,948 | $1.44M | 0.51% | +360+1.5% | Added |
| CoreFirst Bank & Trust | 23,955 | $1.44M | 1.02% | −1,543−6.1% | Reduced |
| Monument Capital Management | 24,042 | $1.45M | 0.46% | −872−3.5% | Reduced |
| Symphony Financial, Ltd. Co. | 24,130 | $1.45M | 0.36% | −4,866−16.8% | Reduced |
| WBH Advisory Inc | 24,074 | $1.45M | 0.17% | −231−1.0% | Reduced |
| West Branch Capital LLC | 24,082 | $1.45M | 0.72% | +182+0.8% | Added |
| Naples Global Advisors, LLC | 23,920 | $1.45M | 0.17% | +732+3.2% | Added |
| Appleton Partners Inc | 24,101 | $1.45M | 0.12% | +888+3.8% | Added |
| Intrua Financial, LLC | 24,138 | $1.45M | 0.26% | +8,049+50.0% | Added |
| Buckingham Capital Management, Inc. | 24,152 | $1.45M | 0.22% | +2,431+11.2% | Added |
| Key Financial Inc | 24,177 | $1.46M | 0.48% | +538+2.3% | Added |
| Lake Street Financial LLC | 24,178 | $1.46M | 0.26% | +77+0.3% | Added |
| JFS Wealth Advisors, LLC | 24,213 | $1.46M | 0.13% | −143−0.6% | Reduced |
| Exeter Financial, LLC | 24,507 | $1.46M | 0.75% | −7,158−22.6% | Reduced |
| Invst, LLC | 24,245 | $1.46M | 0.21% | −162−0.7% | Reduced |
| TFG Advisers LLC | 24,388 | $1.47M | 0.67% | +1,127+4.8% | Added |
| EPG Wealth Management LLC | 24,432 | $1.47M | 0.44% | +1,589+7.0% | Added |
| Financial Council Asset Management Inc | 24,436 | $1.47M | 1.12% | +75+0.3% | Added |
| Independent Financial Group, LLC | 24,441 | $1.47M | 0.10% | +1,018+4.3% | Added |
| Hodges Capital Management Inc. | 0 | $1.47M | 0.09% | −26,600−100.0% | Reduced |
| NovaPoint Capital, LLC | 24,469 | $1.47M | 0.55% | +3,401+16.1% | Added |
| Hills Bank & Trust Co | 24,489 | $1.47M | 0.19% | +795+3.4% | Added |
| Founders Financial Alliance, LLC | 24,527 | $1.48M | 0.58% | +2,261+10.2% | Added |
| Boyd Watterson Asset Management LLC | 24,568 | $1.48M | 0.59% | −1,058−4.1% | Reduced |
| Dodge & Cox | 24,635 | $1.48M | 0.00% | 00.0% | Unchanged |
| Somerville Kurt F | 24,647 | $1.48M | 0.28% | −300−1.2% | Reduced |
| FOCUS Wealth Advisors, LLC | 24,682 | $1.49M | 1.01% | −1,627−6.2% | Reduced |
| Smith Anglin Financial, LLC | 24,698 | $1.49M | 0.18% | +88+0.4% | Added |
| BIP Wealth, LLC | 24,744 | $1.49M | 0.12% | −1,853−7.0% | Reduced |
| Qsemble Capital Management, LP | 24,800 | $1.49M | 1.06% | +24,800 | New |
| Darwin Advisors, LLC | 25,095 | $1.49M | 0.38% | +4,852+24.0% | Added |
| CIC Wealth, LLC | 24,822 | $1.49M | 0.52% | −146−0.6% | Reduced |
| Full Sail Capital, LLC | 24,825 | $1.49M | 0.13% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 24,818 | $1.50M | 0.08% | +411+1.7% | Added |
| Channel Wealth LLC | 24,891 | $1.50M | 0.86% | +3,597+16.9% | Added |
| Courier Capital LLC | 24,951 | $1.50M | 0.12% | −179−0.7% | Reduced |
| United Fire Group Inc | 25,000 | $1.51M | 1.16% | 00.0% | Unchanged |
| Barbara Oil Co. | 25,000 | $1.51M | 0.69% | 00.0% | Unchanged |
| Citizens & Northern Corp | 25,041 | $1.51M | 0.57% | −162−0.6% | Reduced |
| Versor Investments LP | 25,043 | $1.51M | 0.26% | +9,454+60.6% | Added |
| Pekin Hardy Strauss, Inc. | 25,048 | $1.51M | 0.24% | −421−1.7% | Reduced |
| Linscomb & Williams, Inc. | 25,061 | $1.51M | 0.08% | −1,527−5.7% | Reduced |
| First County Bank | 25,066 | $1.51M | 0.73% | +6,638+36.0% | Added |
| Focus Financial Network, Inc. | 24,889 | $1.51M | 0.08% | +61+0.2% | Added |
| M Holdings Securities, Inc. | 25,117 | $1.51M | 0.31% | −24,891−49.8% | Reduced |
| XTX Topco Ltd | 25,129 | $1.51M | 0.27% | +2,648+11.8% | Added |
| Widmann Financial Services, Inc. | 25,156 | $1.51M | 1.45% | +274+1.1% | Added |
| Stiles Financial Services Inc | 25,230 | $1.52M | 0.75% | +83+0.3% | Added |
| Court Place Advisors, LLC | 25,242 | $1.52M | 0.53% | −1,798−6.6% | Reduced |
| Klingenstein Fields & Co LP | 25,346 | $1.53M | 0.07% | −1,293−4.9% | Reduced |
| Harrell Investment Partners, LLC | 25,469 | $1.53M | 0.52% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 25,508 | $1.54M | 1.12% | +40.0% | Added |
| Motley Fool Wealth Management, LLC | 25,470 | $1.54M | 0.09% | +2,044+8.7% | Added |
| Red Cedar Investment Management, LLC | 25,519 | $1.54M | 0.23% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 25,525 | $1.54M | 1.55% | +25,525 | New |
| Goepper Burkhardt LLC | 25,565 | $1.54M | 0.93% | +38+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 25,596 | $1.54M | 0.04% | +1,470+6.1% | Added |
| Karpas Strategies, LLC | 25,643 | $1.54M | 0.52% | +10.0% | Added |
| Park Place Capital Corp | 25,651 | $1.54M | 0.44% | −3,951−13.3% | Reduced |
| Whitener Capital Management, Inc. | 25,711 | $1.55M | 0.59% | +930+3.8% | Added |
| G&S Capital LLC | 25,767 | $1.55M | 0.75% | −437−1.7% | Reduced |
| Aprio Wealth Management, LLC | 25,785 | $1.55M | 0.43% | −599−2.3% | Reduced |
| Strengthening Families & Communities, LLC | 25,842 | $1.56M | 0.68% | +2,930+12.8% | Added |
| Beck Mack & Oliver LLC | 25,902 | $1.56M | 0.04% | −41−0.2% | Reduced |
| Accretive Wealth Partners, LLC | 25,931 | $1.56M | 0.93% | +446+1.8% | Added |
| Boyar Asset Management Inc. | 26,062 | $1.57M | 1.16% | −192−0.7% | Reduced |
| Tevis Investment Management | 26,072 | $1.57M | 1.53% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 26,163 | $1.58M | 0.84% | +68+0.3% | Added |
| Coastal Bridge Advisors, LLC | 26,181 | $1.58M | 0.39% | +48+0.2% | Added |
| Sweet Financial Partners, LLC | 26,242 | $1.58M | 0.41% | +8,265+46.0% | Added |
| Front Row Advisors LLC | 26,117 | $1.58M | 0.70% | 00.0% | Unchanged |
| Financial Architects, Inc | 26,321 | $1.59M | 0.24% | +268+1.0% | Added |
| Triangle Securities Wealth Management | 26,332 | $1.59M | 0.55% | −903−3.3% | Reduced |
| Credential Qtrade Securities Inc. | 26,442 | $1.59M | 0.10% | +2,734+11.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,573 | $1.60M | 0.10% | +324+1.2% | Added |
| Pettyjohn, Wood & White, Inc | 26,631 | $1.60M | 0.38% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 26,669 | $1.61M | 0.51% | −225−0.8% | Reduced |
| Access Financial Services, Inc. | 26,693 | $1.61M | 0.94% | −279−1.0% | Reduced |
| Mastrapasqua Asset Management Inc | 26,700 | $1.61M | 0.18% | +17+0.1% | Added |
| Bridges Investment Management Inc | 26,700 | $1.61M | 0.05% | −950−3.4% | Reduced |
| Providence Wealth Advisors, LLC | 26,420 | $1.61M | 1.78% | +53+0.2% | Added |
| Convergence Investment Partners, LLC | 26,868 | $1.62M | 0.93% | −537−2.0% | Reduced |
| Abbrea Capital, LLC | 26,712 | $1.62M | 0.25% | +200+0.8% | Added |
| Waddell & Associates, LLC | 26,947 | $1.62M | 0.24% | −501−1.8% | Reduced |
| Wolff Wiese Magana LLC | 27,060 | $1.63M | 1.26% | +16+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 27,226 | $1.64M | 0.47% | −1,259−4.4% | Reduced |
| Raleigh Capital Management Inc. | 27,231 | $1.64M | 0.82% | −1,424−5.0% | Reduced |
| Hall Capital Management Co Inc | 27,264 | $1.64M | 0.93% | +69+0.3% | Added |
| AIMZ Investment Advisors, LLC | 27,333 | $1.65M | 0.71% | +50.0% | Added |
| Pictet & Cie (Europe) SA | 27,336 | $1.65M | 0.06% | +286+1.1% | Added |
| Tranquility Partners, LLC | 27,353 | $1.65M | 0.71% | +7,844+40.2% | Added |
| Nwam LLC | 27,512 | $1.66M | 0.14% | +1,632+6.3% | Added |
| LMG Wealth Partners, LLC | 27,612 | $1.66M | 0.51% | −2,053−6.9% | Reduced |
| Eagle Global Advisors LLC | 27,643 | $1.66M | 0.11% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 29,565 | $1.67M | 0.56% | +2,550+9.4% | Added |
| McMahon Financial Advisors, LLC | 27,712 | $1.67M | 0.53% | +887+3.3% | Added |