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 |
|---|---|---|---|---|---|
| Pearl River Capital, LLC | 33,027 | $1.99M | 0.32% | −68,779−67.6% | Reduced |
| Great Lakes Advisors, LLC | 33,077 | $1.99M | 0.02% | +15,107+84.1% | Added |
| Harbour Investments, Inc. | 33,078 | $1.99M | 0.10% | −4,192−11.2% | Reduced |
| ISAM Funds (UK) Ltd | 33,181 | $2.00M | 1.79% | +33,181 | New |
| Jmac Enterprises LLC | 33,255 | $2.00M | 0.50% | +4,008+13.7% | Added |
| Machina Capital S.A.S. | 33,358 | $2.01M | 1.14% | +21,857+190.0% | Added |
| Intrust Bank NA | 33,714 | $2.03M | 0.25% | +1,823+5.7% | Added |
| InterOcean Capital Group, LLC | 33,723 | $2.03M | 0.06% | +2,274+7.2% | Added |
| D.B. Root & Company, LLC | 33,746 | $2.03M | 0.77% | +1,111+3.4% | Added |
| Core Wealth Advisors, Inc. | 33,861 | $2.04M | 0.82% | +1,418+4.4% | Added |
| Avidian Wealth Solutions, LLC | 33,916 | $2.04M | 0.13% | −8,348−19.8% | Reduced |
| Nelson Capital Management, LLC | 33,984 | $2.05M | 0.53% | +33,984 | New |
| WoodTrust Financial Corp | 34,050 | $2.05M | 0.38% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 34,074 | $2.05M | 0.33% | 00.0% | Unchanged |
| Ignite Planners, LLC | 34,406 | $2.06M | 0.79% | −338−1.0% | Reduced |
| Chilton Investment Co LLC | 34,177 | $2.06M | 0.06% | −528−1.5% | Reduced |
| TrimTabs Asset Management, LLC | 34,307 | $2.07M | 1.04% | −3,090−8.3% | Reduced |
| Banco de Sabadell, S.A | 34,312 | $2.07M | 1.66% | −1,241−3.5% | Reduced |
| Jennison Associates LLC | 34,366 | $2.07M | 0.00% | +4,646+15.6% | Added |
| Atlas Private Wealth Advisors | 34,648 | $2.09M | 0.42% | +19,212+124.5% | Added |
| Investors Asset Management of Georgia Inc | 34,671 | $2.09M | 1.08% | −613−1.7% | Reduced |
| Boston Financial Mangement LLC | 35,051 | $2.11M | 0.08% | +700+2.0% | Added |
| Vident Investment Advisory, LLC | 35,031 | $2.11M | 0.07% | −34,847−49.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 35,083 | $2.11M | 0.27% | −1,006−2.8% | Reduced |
| Wedmont Private Capital | 34,733 | $2.12M | 0.23% | +4,203+13.8% | Added |
| NatWest Group plc | 35,133 | $2.12M | 1.10% | +1,730+5.2% | Added |
| Kavar Capital Partners Group, LLC | 35,207 | $2.12M | 0.45% | +62+0.2% | Added |
| SWS Partners | 35,267 | $2.14M | 0.77% | +4,158+13.4% | Added |
| Nations Financial Group Inc, | 35,575 | $2.14M | 0.21% | +1,230+3.6% | Added |
| Sentry Investment Management LLC | 35,585 | $2.14M | 0.81% | +1,747+5.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 35,587 | $2.14M | 0.30% | −3,994−10.1% | Reduced |
| Barr E S & Co | 35,616 | $2.14M | 0.16% | −170−0.5% | Reduced |
| Inscription Capital, LLC | 35,637 | $2.15M | 0.67% | −877−2.4% | Reduced |
| Northstar Group, Inc. | 35,671 | $2.15M | 0.50% | −199−0.6% | Reduced |
| First Business Financial Services, Inc. | 35,905 | $2.16M | 0.27% | −1,000−2.7% | Reduced |
| Regatta Capital Group, LLC | 35,973 | $2.17M | 0.69% | −622−1.7% | Reduced |
| Advisors Management Group Inc | 36,198 | $2.18M | 0.65% | −651−1.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 36,206 | $2.18M | 1.24% | −4,433−10.9% | Reduced |
| Secure Asset Management, LLC | 36,208 | $2.18M | 0.66% | +1,508+4.3% | Added |
| Independent Investors Inc | 36,225 | $2.18M | 0.51% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 36,258 | $2.18M | 0.43% | +1,248+3.6% | Added |
| Independence Bank of Kentucky | 36,310 | $2.19M | 0.89% | −725−2.0% | Reduced |
| Jag Capital Management, LLC | 36,483 | $2.20M | 0.25% | +562+1.6% | Added |
| Cacti Asset Management LLC | 36,600 | $2.20M | 0.20% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 36,606 | $2.20M | 1.31% | −147−0.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 36,703 | $2.21M | 1.11% | −100.0% | Reduced |
| Members Capital Advisors Inc | 36,766 | $2.21M | 2.27% | −6,292−14.6% | Reduced |
| CVA Family Office, LLC | 36,772 | $2.21M | 0.46% | +1,242+3.5% | Added |
| Bragg Financial Advisors, Inc | 36,932 | $2.22M | 0.12% | −474−1.3% | Reduced |
| Stokes Family Office, LLC | 36,993 | $2.23M | 0.26% | +2,503+7.3% | Added |
| Gifford Fong Associates | 37,000 | $2.23M | 0.52% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 37,090 | $2.23M | 1.53% | 00.0% | Unchanged |
| Clare Market Investments LLC | 37,198 | $2.24M | 0.84% | −12,059−24.5% | Reduced |
| Atlantic Union Bankshares Corp | 37,421 | $2.25M | 0.22% | −1,107−2.9% | Reduced |
| Insigneo Advisory Services, LLC | 37,156 | $2.25M | 0.43% | +16,545+80.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 37,502 | $2.26M | 0.50% | +2,452+7.0% | Added |
| Smith, Moore & Co. | 37,525 | $2.26M | 0.29% | +1,957+5.5% | Added |
| Nicolet Bankshares Inc | 44,119 | $2.26M | 0.64% | +4,184+10.5% | Added |
| IPG Investment Advisors LLC | 37,606 | $2.26M | 0.49% | +23,929+175.0% | Added |
| Shoker Investment Counsel, Inc. | 37,727 | $2.27M | 0.95% | −140.0% | Reduced |
| Roundview Capital LLC | 37,756 | $2.27M | 0.22% | −291−0.8% | Reduced |
| Keystone Financial Planning, Inc. | 37,760 | $2.27M | 0.76% | +172+0.5% | Added |
| DF Dent & Co Inc | 37,786 | $2.28M | 0.03% | −1,638−4.2% | Reduced |
| CoreCap Advisors, LLC | 38,070 | $2.29M | 0.16% | +38,070 | New |
| Fidelis Capital Partners, LLC | 38,277 | $2.31M | 0.84% | +1,180+3.2% | Added |
| Arbor Capital Management Inc | 38,433 | $2.32M | 1.80% | +321+0.8% | Added |
| Signet Investment Advisory Group, Inc. | 38,579 | $2.32M | 1.53% | −216−0.6% | Reduced |
| Evergreen Capital Management LLC | 38,365 | $2.33M | 0.10% | +476+1.3% | Added |
| LBMC Investment Advisors, LLC | 38,777 | $2.34M | 0.23% | +80.0% | Added |
| Capital Investment Advisory Services, LLC | 39,081 | $2.35M | 0.23% | +2,697+7.4% | Added |
| Sterling Investment Counsel, LLC | 39,107 | $2.36M | 1.27% | +327+0.8% | Added |
| Geneos Wealth Management Inc. | 39,125 | $2.36M | 0.12% | +6,202+18.8% | Added |
| Magnetar Financial LLC | 39,144 | $2.36M | 0.05% | +39,144 | New |
| Anchor Capital Advisors LLC | 39,190 | $2.36M | 0.06% | −115−0.3% | Reduced |
| Quadrant Capital Group LLC | 39,463 | $2.38M | 0.24% | −2,737−6.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 39,491 | $2.38M | 0.78% | −2,733−6.5% | Reduced |
| Allred Capital Management, LLC | 39,512 | $2.38M | 1.17% | −256−0.6% | Reduced |
| Marino, Stram & Associates LLC | 39,588 | $2.38M | 0.67% | +216+0.5% | Added |
| IFP Advisors, Inc | 55,735 | $2.38M | 0.12% | −4,046−6.8% | Reduced |
| North Star Asset Management Inc | 39,661 | $2.39M | 0.13% | −75−0.2% | Reduced |
| Cohen Lawrence B | 39,761 | $2.39M | 1.53% | +84+0.2% | Added |
| Northeast Investment Management | 39,879 | $2.40M | 0.14% | +203+0.5% | Added |
| Gratus Capital LLC | 39,940 | $2.41M | 0.17% | −3,676−8.4% | Reduced |
| BLB&B Advisors, LLC | 39,963 | $2.41M | 0.17% | −2,450−5.8% | Reduced |
| Private Trust Co NA | 40,026 | $2.41M | 0.30% | +1,082+2.8% | Added |
| Sugarloaf Wealth Management, LLC | 40,097 | $2.41M | 0.57% | −81−0.2% | Reduced |
| Foundations Investment Advisors, LLC | 40,196 | $2.42M | 0.08% | +885+2.3% | Added |
| First Western Trust Bank | 40,205 | $2.42M | 0.12% | +21+0.1% | Added |
| Meridian Wealth Management, LLC | 40,410 | $2.43M | 0.21% | −7,915−16.4% | Reduced |
| Nilsine Partners, LLC | 40,484 | $2.44M | 0.36% | +553+1.4% | Added |
| Founders Financial Securities LLC | 40,824 | $2.46M | 0.32% | +1,695+4.3% | Added |
| Boston Trust Walden Corp | 40,825 | $2.46M | 0.02% | −1,158−2.8% | Reduced |
| WMS Partners, LLC | 40,855 | $2.46M | 0.19% | −184−0.4% | Reduced |
| Fisher Asset Management, LLC | 41,015 | $2.47M | 0.00% | +7,671+23.0% | Added |
| Field & Main Bank | 41,064 | $2.47M | 1.38% | −85−0.2% | Reduced |
| Dudley Capital Management, LLC | 41,090 | $2.47M | 1.66% | −325−0.8% | Reduced |
| Clarius Group, LLC | 41,103 | $2.48M | 0.19% | +3,070+8.1% | Added |
| Campbell Capital Management Inc | 41,172 | $2.48M | 1.39% | −1,750−4.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 41,186 | $2.48M | 0.85% | −801−1.9% | Reduced |
| Ancora Advisors, LLC | 41,216 | $2.48M | 0.07% | +520+1.3% | Added |