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 |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 41,017 | $2.48M | 0.80% | −1,125−2.7% | Reduced |
| Wright Investors Service Inc | 41,345 | $2.49M | 0.70% | −4,130−9.1% | Reduced |
| Capstone Triton Financial Group, LLC | 41,468 | $2.50M | 1.72% | +813+2.0% | Added |
| Marks Group Wealth Management, Inc | 41,473 | $2.50M | 0.30% | −1,395−3.3% | Reduced |
| Leelyn Smith, LLC | 41,474 | $2.50M | 0.60% | −1,915−4.4% | Reduced |
| St. Johns Investment Management Company, LLC | 41,526 | $2.50M | 1.36% | −138−0.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 41,541 | $2.50M | 0.92% | −1,165−2.7% | Reduced |
| Jump Financial, LLC | 41,568 | $2.50M | 0.09% | +35,008+533.7% | Added |
| Coastal Investment Advisors, Inc. | 41,590 | $2.50M | 0.55% | +1,415+3.5% | Added |
| CFM Wealth Partners LLC | 41,867 | $2.52M | 0.61% | +35+0.1% | Added |
| Verdence Capital Advisors LLC | 41,870 | $2.52M | 0.29% | −1,396−3.2% | Reduced |
| Centaurus Financial, Inc. | 41,906 | $2.52M | 0.22% | −3,448−7.6% | Reduced |
| Axxcess Wealth Management, LLC | 42,007 | $2.53M | 0.18% | −32,624−43.7% | Reduced |
| Desjardins Global Asset Management Inc. | 42,059 | $2.53M | 0.29% | −5,789−12.1% | Reduced |
| Forum Financial Management, LP | 42,107 | $2.54M | 0.06% | +3,395+8.8% | Added |
| Duff & Phelps Investment Management Co | 42,435 | $2.56M | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 42,500 | $2.56M | 3.26% | +11,500+37.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 42,573 | $2.56M | 0.06% | −654,737−93.9% | Reduced |
| Transcend Wealth Collective, LLC | 42,624 | $2.57M | 0.24% | +255+0.6% | Added |
| Heritage Trust Co | 42,965 | $2.59M | 0.38% | +401+0.9% | Added |
| LGT Fund Management Co Ltd. | 43,050 | $2.59M | 1.19% | +16,450+61.8% | Added |
| Innovis Asset Management LLC | 43,074 | $2.59M | 0.96% | −90.0% | Reduced |
| Zions Bancorporation, N.A. | 43,190 | $2.60M | 0.22% | +58+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 43,234 | $2.60M | 0.28% | +2,081+5.1% | Added |
| Perennial Investment Advisors, LLC | 43,280 | $2.61M | 0.46% | −998−2.3% | Reduced |
| Citadel Investment Advisory, Inc. | 43,403 | $2.61M | 1.69% | −250−0.6% | Reduced |
| Chickasaw Capital Management LLC | 43,472 | $2.62M | 0.14% | −1,195−2.7% | Reduced |
| CX Institutional | 43,528 | $2.62M | 0.14% | +1,588+3.8% | Added |
| Providence Capital Advisors, LLC | 43,642 | $2.63M | 0.67% | +620+1.4% | Added |
| Azzad Asset Management Inc | 43,644 | $2.63M | 0.35% | −749−1.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 43,893 | $2.64M | 0.24% | −1,000−2.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 44,065 | $2.66M | 0.26% | +21,192+92.7% | Added |
| SeaCrest Wealth Management, LLC | 44,249 | $2.66M | 0.34% | −43−0.1% | Reduced |
| Telemus Capital, LLC | 44,383 | $2.67M | 0.23% | −2,135−4.6% | Reduced |
| Summit Financial, LLC | 44,072 | $2.67M | 0.19% | +7,159+19.4% | Added |
| Harbour Investment Management LLC | 44,372 | $2.69M | 1.42% | −360−0.8% | Reduced |
| Ballentine Partners, LLC | 44,799 | $2.70M | 0.06% | −1,034−2.3% | Reduced |
| Gould Capital, LLC | 45,045 | $2.71M | 2.07% | −1,375−3.0% | Reduced |
| Palisade Asset Management, LLC | 45,136 | $2.72M | 0.32% | +10.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 45,137 | $2.72M | 1.33% | −133−0.3% | Reduced |
| Jackson Wealth Management, LLC | 45,164 | $2.72M | 0.40% | +1,147+2.6% | Added |
| Portside Wealth Group, LLC | 45,208 | $2.72M | 0.51% | +45,208 | New |
| Centre Asset Management, LLC | 45,285 | $2.73M | 0.60% | +1,173+2.7% | Added |
| Busey Wealth Management | 45,344 | $2.73M | 0.11% | −836−1.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 45,396 | $2.73M | 0.74% | +4,869+12.0% | Added |
| Northcape Wealth Management, LLC | 45,739 | $2.75M | 0.99% | −25−0.1% | Reduced |
| Slagle Financial, LLC | 45,943 | $2.77M | 1.72% | +45,943 | New |
| Hennion & Walsh Asset Management, Inc. | 46,056 | $2.77M | 0.16% | +2,163+4.9% | Added |
| Cherry Creek Investment Advisors, Inc. | 46,095 | $2.78M | 1.87% | +585+1.3% | Added |
| CFS Investment Advisory Services, LLC | 46,218 | $2.78M | 0.36% | +46,218 | New |
| Change Path, LLC | 46,250 | $2.79M | 0.13% | −23,905−34.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 46,317 | $2.79M | 1.89% | −345−0.7% | Reduced |
| Gables Capital Management Inc. | 46,342 | $2.79M | 1.83% | −860−1.8% | Reduced |
| Veritas Asset Management LLP | 46,387 | $2.79M | 0.02% | −17,199−27.0% | Reduced |
| Qtron Investments LLC | 46,390 | $2.79M | 0.53% | −1,116−2.3% | Reduced |
| Baader Bank INC | 48,095 | $2.80M | 0.24% | +11,028+29.8% | Added |
| Brookstone Capital Management | 46,884 | $2.80M | 0.06% | +889+1.9% | Added |
| Cutler Group LP | 46,530 | $2.80M | 0.66% | −11,398−19.7% | Reduced |
| Violich Capital Management, Inc. | 46,597 | $2.81M | 0.45% | −1,660−3.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 46,599 | $2.81M | 0.25% | −30−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 46,640 | $2.81M | 0.25% | +239+0.5% | Added |
| First National Trust Co | 46,757 | $2.82M | 0.13% | +1,091+2.4% | Added |
| Trustco Bank Corp N Y | 46,772 | $2.82M | 3.03% | −585−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 46,846 | $2.82M | 0.08% | +12,847+37.8% | Added |
| C2C Wealth Management, LLC | 46,440 | $2.82M | 0.37% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 46,892 | $2.82M | 0.23% | +35,122+298.4% | Added |
| We Are One Seven, LLC | 47,009 | $2.83M | 0.26% | −7,396−13.6% | Reduced |
| Permanens Capital L.P. | 46,850 | $2.84M | 0.65% | +46,850 | New |
| Dakota Wealth Management | 47,241 | $2.84M | 0.13% | +30,423+180.9% | Added |
| Capital Analysts, LLC | 47,308 | $2.85M | 0.16% | +1,602+3.5% | Added |
| Tompkins Financial Corp | 47,391 | $2.85M | 0.45% | −376−0.8% | Reduced |
| Cigna Investments Inc | 47,532 | $2.86M | 0.53% | −217−0.5% | Reduced |
| Mathes Company, Inc. | 47,519 | $2.86M | 1.25% | +47,519 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 47,815 | $2.88M | 1.80% | −1,080−2.2% | Reduced |
| Stamos Capital Partners, L.P. | 47,850 | $2.88M | 0.67% | −2,020−4.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 47,865 | $2.88M | 0.30% | +1,986+4.3% | Added |
| Boston Family Office LLC | 47,946 | $2.89M | 0.22% | +2,307+5.1% | Added |
| Great Valley Advisor Group, Inc. | 48,039 | $2.89M | 0.12% | −11,828−19.8% | Reduced |
| Hikari Power Ltd | 48,400 | $2.92M | 0.28% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 48,583 | $2.93M | 0.13% | −4,697−8.8% | Reduced |
| Ropes Wealth Advisors LLC | 48,737 | $2.93M | 0.49% | +6,317+14.9% | Added |
| Adviser Investments LLC | 48,767 | $2.94M | 0.06% | +32,084+192.3% | Added |
| AlphaStar Capital Management, LLC | 48,801 | $2.94M | 0.33% | +754+1.6% | Added |
| Parsons Capital Management Inc | 48,957 | $2.95M | 0.22% | −165−0.3% | Reduced |
| iA Global Asset Management Inc. | 48,972 | $2.95M | 0.08% | +48,972 | New |
| Trust Co of Virginia | 49,052 | $2.95M | 0.31% | +1,464+3.1% | Added |
| Dark Forest Capital Management LP | 49,069 | $2.95M | 0.30% | +45,733+1,370.9% | Added |
| Community Trust & Investment Co | 49,248 | $2.97M | 0.24% | +233+0.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 49,311 | $2.97M | 0.29% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 49,369 | $2.97M | 0.39% | −50.0% | Reduced |
| Texas Yale Capital Corp. | 49,419 | $2.98M | 0.14% | −67−0.1% | Reduced |
| Wellington Shields Capital Management, LLC | 49,551 | $2.98M | 0.36% | +10.0% | Added |
| Cornerstone Wealth Group, LLC | 49,674 | $2.99M | 0.54% | +2,897+6.2% | Added |
| Oak Harbor Wealth Partners, LLC | 49,727 | $2.99M | 1.03% | −1,475−2.9% | Reduced |
| Nomura Holdings Inc | 49,757 | $3.00M | 0.03% | +17,180+52.7% | Added |
| St. Clair Advisors, LLC | 49,928 | $3.01M | 1.17% | +4,228+9.3% | Added |
| RB Capital Management, LLC | 50,255 | $3.03M | 0.93% | −1,133−2.2% | Reduced |
| Country Club Bank | 50,643 | $3.04M | 0.24% | −1,083−2.1% | Reduced |
| Second Half Financial Partners, LLC | 50,523 | $3.04M | 0.69% | +50,523 | New |
| Fund Management at Engine No. 1 LLC | 50,668 | $3.05M | 0.56% | +3,461+7.3% | Added |