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 |
|---|---|---|---|---|---|
| Laurion Capital Management LP | 27,730 | $1.67M | 0.07% | +27,730 | New |
| Cohen Investment Advisors LLC | 27,732 | $1.67M | 1.34% | −2,626−8.7% | Reduced |
| Chicago Partners Investment Group LLC | 27,042 | $1.68M | 0.09% | −1,284−4.5% | Reduced |
| Aull & Monroe Investment Management Corp | 27,909 | $1.68M | 0.85% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 27,958 | $1.68M | 0.40% | −1,000−3.5% | Reduced |
| Eclectic Associates Inc | 27,959 | $1.68M | 0.83% | −1,335−4.6% | Reduced |
| Clarkston Capital Partners, LLC | 28,015 | $1.69M | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 28,080 | $1.69M | 0.15% | +1,201+4.5% | Added |
| Mairs & Power Inc | 28,176 | $1.70M | 0.02% | −4,108−12.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 28,196 | $1.70M | 0.14% | +4,509+19.0% | Added |
| Fifth Third Wealth Advisors LLC | 28,261 | $1.70M | 1.10% | +17,970+174.6% | Added |
| HBK Investments L P | 28,315 | $1.71M | 0.05% | +28,315 | New |
| Meridian Management Co | 28,373 | $1.71M | 0.54% | +134+0.5% | Added |
| Naviter Wealth, LLC | 28,173 | $1.71M | 0.43% | +3,339+13.4% | Added |
| Fundamentun, LLC | 28,449 | $1.71M | 0.26% | +2,341+9.0% | Added |
| Brandywine Oak Private Wealth LLC | 28,523 | $1.72M | 0.19% | −275−1.0% | Reduced |
| Rehmann Capital Advisory Group | 28,700 | $1.73M | 0.15% | −420−1.4% | Reduced |
| SageView Advisory Group, LLC | 28,756 | $1.73M | 0.10% | +3,063+11.9% | Added |
| Community Bank & Trust, Waco, Texas | 28,850 | $1.74M | 0.52% | −390−1.3% | Reduced |
| Strategic Blueprint, LLC | 28,876 | $1.74M | 0.17% | +55+0.2% | Added |
| Bowen Hanes & Co Inc | 28,942 | $1.74M | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 28,963 | $1.74M | 0.22% | −1,856−6.0% | Reduced |
| Koshinski Asset Management, Inc. | 29,091 | $1.75M | 0.19% | −10,481−26.5% | Reduced |
| Washington Trust Co | 29,175 | $1.76M | 0.07% | +39+0.1% | Added |
| Financial Advocates Investment Management | 29,289 | $1.76M | 0.13% | +784+2.8% | Added |
| Peoples Financial Services Corp. | 29,496 | $1.78M | 0.80% | −616−2.0% | Reduced |
| Bonness Enterprises Inc | 29,600 | $1.78M | 0.80% | 00.0% | Unchanged |
| Excalibur Management Corp | 29,618 | $1.78M | 0.91% | −110.0% | Reduced |
| Beaumont Financial Advisors, LLC | 29,719 | $1.79M | 0.17% | +720+2.5% | Added |
| Xcel Wealth Management, LLC | 29,745 | $1.79M | 0.57% | −1,985−6.3% | Reduced |
| Boltwood Capital Management | 29,767 | $1.79M | 0.65% | −1,180−3.8% | Reduced |
| Nordwand Advisors, LLC | 29,773 | $1.79M | 0.31% | −862−2.8% | Reduced |
| Bank of Nova Scotia Trust Co | 29,799 | $1.79M | 0.19% | +4,218+16.5% | Added |
| Dohj, LLC | 29,837 | $1.80M | 0.77% | −200−0.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 29,875 | $1.80M | 0.23% | +16,562+124.4% | Added |
| Nixon Peabody Trust Co | 29,910 | $1.80M | 1.46% | −1,663−5.3% | Reduced |
| First Personal Financial Services | 29,914 | $1.80M | 0.45% | −545−1.8% | Reduced |
| Massachusetts Wealth Management | 29,973 | $1.80M | 1.73% | +758+2.6% | Added |
| M. Kulyk & Associates, LLC | 29,978 | $1.81M | 0.50% | 00.0% | Unchanged |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $1.81M | 0.50% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 30,200 | $1.82M | 0.06% | +4,463+17.3% | Added |
| LVM Capital Management Ltd | 30,199 | $1.82M | 0.24% | −400−1.3% | Reduced |
| Valicenti Advisory Services Inc | 30,244 | $1.82M | 0.58% | −325−1.1% | Reduced |
| Arrow Financial Corp | 30,257 | $1.82M | 0.22% | +1,810+6.4% | Added |
| Lakeview Capital Partners, LLC | 30,290 | $1.82M | 0.34% | +14,361+90.2% | Added |
| Concord Wealth Partners | 30,352 | $1.83M | 0.39% | +11,427+60.4% | Added |
| Silverlake Wealth Management LLC | 30,367 | $1.83M | 1.02% | −377−1.2% | Reduced |
| Insight Wealth Strategies, LLC | 30,417 | $1.83M | 0.35% | +317+1.1% | Added |
| Ridgecrest Wealth Partners, LLC | 30,428 | $1.83M | 1.21% | 00.0% | Unchanged |
| Ethic Inc. | 30,432 | $1.83M | 0.07% | +3,148+11.5% | Added |
| Emfo, LLC | 30,618 | $1.84M | 1.67% | 00.0% | Unchanged |
| Diligent Investors, LLC | 30,680 | $1.85M | 0.55% | −49−0.2% | Reduced |
| United Community Bank | 30,728 | $1.85M | 1.62% | +1,043+3.5% | Added |
| United Asset Strategies, Inc. | 30,744 | $1.85M | 0.23% | −1,160−3.6% | Reduced |
| Holderness Investments Co | 30,747 | $1.85M | 0.68% | +532+1.8% | Added |
| Wealthcare Advisory Partners LLC | 30,845 | $1.86M | 0.08% | −1,055−3.3% | Reduced |
| Constitution Capital LLC | 30,910 | $1.86M | 1.06% | +19,559+172.3% | Added |
| Mayflower Financial Advisors, LLC | 30,943 | $1.86M | 0.24% | +448+1.5% | Added |
| Flagship Harbor Advisors, LLC | 30,960 | $1.86M | 0.15% | +1,311+4.4% | Added |
| Verition Fund Management LLC | 31,004 | $1.87M | 0.03% | +9,442+43.8% | Added |
| Thoroughbred Financial Services, LLC | 31,026 | $1.87M | 0.24% | −179−0.6% | Reduced |
| BSW Wealth Partners | 31,041 | $1.87M | 0.39% | −392−1.2% | Reduced |
| Peddock Capital Advisors, LLC | 31,094 | $1.87M | 0.62% | +200+0.6% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 31,143 | $1.88M | 0.05% | +9,155+41.6% | Added |
| Osborne Partners Capital Management, LLC | 31,327 | $1.89M | 0.14% | −1,000−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 31,407 | $1.89M | 0.20% | +26,490+538.7% | Added |
| Main Street Financial Solutions, LLC | 31,523 | $1.90M | 0.26% | +941+3.1% | Added |
| Armstrong Advisory Group, Inc | 31,537 | $1.90M | 0.20% | −250−0.8% | Reduced |
| Highlander Capital Management, LLC | 31,580 | $1.90M | 0.88% | +2,200+7.5% | Added |
| Legacy Financial Advisors, Inc. | 31,623 | $1.90M | 0.36% | +1,955+6.6% | Added |
| TCM Advisors, LLC | – | $1.91M | 0.82% | – | – |
| Manchester Capital Management LLC | 31,715 | $1.91M | 0.26% | −750−2.3% | Reduced |
| Abacus Planning Group, Inc. | 31,721 | $1.91M | 0.46% | +156+0.5% | Added |
| Summit X, LLC | 31,764 | $1.91M | 0.46% | −1,391−4.2% | Reduced |
| First Foundation Advisors | 31,856 | $1.92M | 0.08% | −1,071−3.3% | Reduced |
| Chicago Trust Co NA | 31,879 | $1.92M | 0.46% | +4,436+16.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,993 | $1.93M | 0.02% | −101,087−76.0% | Reduced |
| Deseret Mutual Benefit Administrators | 31,998 | $1.93M | 0.75% | −3,083−8.8% | Reduced |
| Summit Trail Advisors, LLC | 31,824 | $1.93M | 0.07% | +20,038+170.0% | Added |
| NWF Advisory Services Inc. | 32,085 | $1.93M | 0.45% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 32,128 | $1.93M | 0.77% | +2,540+8.6% | Added |
| Mission Wealth Management, LP | 32,129 | $1.93M | 0.07% | −79−0.2% | Reduced |
| ICW Investment Advisors LLC | 32,169 | $1.94M | 1.04% | +792+2.5% | Added |
| Imprint Wealth LLC | 32,002 | $1.94M | 1.23% | +4,595+16.8% | Added |
| Exchange Bank | 32,335 | $1.95M | 1.88% | +32,335 | New |
| Argent Advisors, Inc. | 32,354 | $1.95M | 0.89% | +675+2.1% | Added |
| WESPAC Advisors, LLC | 32,424 | $1.95M | 1.56% | −694−2.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 31,269 | $1.95M | 0.74% | −8,801−22.0% | Reduced |
| Burney Co | 32,487 | $1.96M | 0.09% | +674+2.1% | Added |
| Cobblestone Capital Advisors LLC | 32,495 | $1.96M | 0.14% | +94+0.3% | Added |
| Hedeker Wealth, LLC | 32,513 | $1.96M | 0.65% | −377−1.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 32,531 | $1.96M | 0.14% | −92−0.3% | Reduced |
| Papp L Roy & Associates | 32,578 | $1.96M | 0.25% | +150.0% | Added |
| Brighton Jones LLC | 32,669 | $1.97M | 0.10% | −1,569−4.6% | Reduced |
| Smith Shellnut Wilson LLC | 32,723 | $1.97M | 1.11% | −45−0.1% | Reduced |
| Fruth Investment Management | 32,777 | $1.97M | 0.56% | −50−0.2% | Reduced |
| Marshall Financial Group LLC | 32,791 | $1.97M | 0.67% | −208−0.6% | Reduced |
| Veracity Capital LLC | 32,807 | $1.98M | 0.84% | −713−2.1% | Reduced |
| Certified Advisory Corp | 32,847 | $1.98M | 0.36% | +1,157+3.7% | Added |
| Adirondack Trust Co | 32,023 | $1.98M | 0.93% | −234−0.7% | Reduced |