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
- 2,889
- +28 vs. Q1 2023
- Shares held
- 3.04B
- +26.6K (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
- 1,177 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 996 | $60.0K | 0.05% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 998 | $60.1K | 0.03% | +650+186.8% | Added |
| Cowen Prime Advisors LLC | 1,000 | $60.2K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $60.2K | 0.05% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $60.2K | 0.05% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,007 | $60.6K | 0.06% | +1,007 | New |
| DB Wealth Management Group, LLC | 1,135 | $68.3K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,160 | $69.9K | 0.05% | +8+0.7% | Added |
| Tradewinds Capital Management, LLC | 1,166 | $70.2K | 0.02% | −50−4.1% | Reduced |
| FSC Wealth Advisors, LLC | 1,169 | $70.4K | 0.06% | +17+1.5% | Added |
| Horan Securities, Inc. | 1,183 | $71.2K | 0.03% | +360+43.7% | Added |
| Cornerstone Planning Group LLC | 1,231 | $74.2K | 0.03% | +1,231 | New |
| Pacifica Partners Inc. | 1,258 | $76.8K | 0.04% | +181+16.8% | Added |
| Coastal Capital Group, Inc. | 1,285 | $77.4K | 0.02% | +2+0.2% | Added |
| Optimum Investment Advisors | 1,298 | $78.1K | 0.04% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 1,310 | $79.0K | 0.04% | −82,534−98.4% | Reduced |
| Marquette Asset Management, LLC | 1,316 | $79.3K | 0.02% | +300+29.5% | Added |
| Guardian Wealth Management, Inc. | 1,338 | $80.6K | 0.07% | +4+0.3% | Added |
| Global Wealth Strategies & Associates | 1,360 | $81.9K | 0.04% | +2+0.1% | Added |
| Horizon Bancorp Inc | 1,366 | $82.0K | 0.05% | +332+32.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,368 | $82.4K | 0.01% | −161−10.5% | Reduced |
| Abound Wealth Management | 1,388 | $83.6K | 0.03% | +262+23.3% | Added |
| Operose Advisors LLC | 1,400 | $84.3K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,403 | $84.5K | 0.04% | +8+0.6% | Added |
| Cyrus J. Lawrence, LLC | 1,451 | $87.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,459 | $87.9K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,462 | $88.1K | 0.04% | +410+39.0% | Added |
| American State Bank (Iowa) | 1,483 | $89.3K | 0.06% | −267−15.3% | Reduced |
| AllSquare Wealth Management LLC | 1,496 | $89.4K | 0.06% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,500 | $90.3K | 0.03% | −36−2.3% | Reduced |
| Perkins Coie Trust Co | 1,515 | $91.2K | 0.03% | −496−24.7% | Reduced |
| VisionPoint Advisory Group, LLC | 1,566 | $94.3K | 0.04% | +1,566 | New |
| Hallmark Capital Management Inc | 1,600 | $96.4K | 0.01% | −499−23.8% | Reduced |
| Westchester Capital Management, Inc. | 1,615 | $97.3K | 0.03% | +210+14.9% | Added |
| Islay Capital Management, LLC | 1,711 | $103.0K | 0.09% | +4+0.2% | Added |
| Antonetti Capital Management LLC | 1,750 | $105.4K | 0.15% | 00.0% | Unchanged |
| Riverview Trust Co | 1,757 | $105.8K | 0.10% | +944+116.1% | Added |
| Earnest Partners LLC | 1,777 | $107.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,779 | $107.1K | 0.05% | −47−2.6% | Reduced |
| Lipe & Dalton | 1,800 | $108.0K | 0.06% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,800 | $108.4K | 0.06% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,819 | $109.5K | 0.03% | +1,819 | New |
| Centennial Bank | 1,838 | $110.7K | 0.07% | −1,760−48.9% | Reduced |
| Tortoise Investment Management, LLC | 1,895 | $114.1K | 0.02% | +5+0.3% | Added |
| Byrne Asset Management LLC | 1,905 | $115.0K | 0.07% | −100−5.0% | Reduced |
| Hollencrest Capital Management | 2,000 | $120.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2,038 | $122.7K | 0.06% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2,084 | $125.0K | 0.10% | +192+10.1% | Added |
| Virtus Investment Advisers, Inc. | 2,108 | $126.9K | 0.09% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 2,110 | $127.1K | 0.02% | +2,110 | New |
| First Pacific Financial | 2,133 | $128.4K | 0.05% | +2,133 | New |
| Stuart Chaussee & Associates, Inc. | 2,138 | $128.8K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,177 | $131.2K | 0.02% | +6+0.3% | Added |
| Clearview Wealth Advisors LLC | 2,183 | $131.5K | 0.13% | −341−13.5% | Reduced |
| Coppell Advisory Solutions LLC | 2,209 | $132.6K | 0.04% | +2,209 | New |
| Crewe Advisors LLC | 2,246 | $135.3K | 0.02% | −146−6.1% | Reduced |
| HWG Holdings LP | 2,254 | $135.7K | 0.06% | +16+0.7% | Added |
| Tyler-Stone Wealth Management | 2,275 | $137.0K | 0.08% | +2,275 | New |
| MB, Levis & Associates, LLC | 2,300 | $138.5K | 0.09% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 2,315 | $139.4K | 0.05% | +2,315 | New |
| Johnson Midwest Financial, LLC | 2,321 | $139.8K | 0.12% | +162+7.5% | Added |
| NVWM, LLC | 2,325 | $141.1K | 0.05% | −7,945−77.4% | Reduced |
| Country Trust Bank | 2,387 | $143.7K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2,411 | $145.2K | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 2,414 | $145.4K | 0.16% | −80−3.2% | Reduced |
| Stelac Advisory Services LLC | 2,439 | $146.9K | 0.07% | +2,439 | New |
| Focused Wealth Management, Inc | 2,469 | $148.7K | 0.03% | +3+0.1% | Added |
| CGC Financial Services, LLC | 2,527 | $152.2K | 0.10% | +2,527 | New |
| Castleview Partners, LLC | 2,529 | $152.3K | 0.14% | −1,444−36.3% | Reduced |
| Centerpoint Advisors, LLC | 2,598 | $156.0K | 0.06% | +183+7.6% | Added |
| Private Ocean, LLC | 2,607 | $157.0K | 0.02% | +300+13.0% | Added |
| Atlas Capital Advisors LLC | 2,627 | $158.2K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,661 | $160.2K | 0.14% | −384−12.6% | Reduced |
| Financial Perspectives, Inc | 2,710 | $163.2K | 0.07% | +13+0.5% | Added |
| Versant Capital Management, Inc | 2,734 | $164.6K | 0.05% | +27+1.0% | Added |
| SJS Investment Consulting Inc. | 2,776 | $167.2K | 0.04% | −14−0.5% | Reduced |
| Kessler Investment Group, LLC | 2,778 | $167.3K | 0.12% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,805 | $168.9K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,841 | $171.1K | 0.10% | +500+21.4% | Added |
| WFA of San Diego, LLC | 2,900 | $174.6K | 0.17% | −700−19.4% | Reduced |
| O'Brien Wealth Partners LLC | 2,912 | $175.4K | 0.05% | +10.0% | Added |
| Covestor Ltd | 2,922 | $176.0K | 0.13% | −208−6.6% | Reduced |
| PCA Investment Advisory Services Inc. | 2,940 | $177.1K | 0.11% | +2,940 | New |
| SRS Capital Advisors, Inc. | 2,976 | $179.2K | 0.02% | −27−0.9% | Reduced |
| Hillsdale Investment Management Inc. | 2,984 | $179.7K | 0.02% | +1,620+118.8% | Added |
| Studio Investment Management LLC | 2,993 | $181.6K | 0.05% | −119−3.8% | Reduced |
| Acima Private Wealth, LLC | 3,045 | $183.4K | 0.09% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,123 | $188.0K | 0.02% | +352+12.7% | Added |
| Capital Advisors, Ltd. LLC | 3,123 | $188.0K | 0.03% | +1,936+163.1% | Added |
| Investment Research & Advisory Group, Inc. | 3,133 | $188.7K | 0.11% | −244−7.2% | Reduced |
| Resurgent Financial Advisors LLC | 3,137 | $188.9K | 0.13% | −109−3.4% | Reduced |
| Bellevue Asset Management, LLC | 3,191 | $192.2K | 0.12% | +5+0.2% | Added |
| LFA - Lugano Financial Advisors SA | 3,200 | $192.7K | 0.13% | +3,200 | New |
| Mascoma Wealth Management LLC | 3,166 | $192.9K | 0.06% | −200−5.9% | Reduced |
| Truvestments Capital LLC | 3,259 | $196.3K | 0.10% | +68+2.1% | Added |
| Rise Advisors, LLC | 3,264 | $196.6K | 0.15% | +30+0.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $200.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3,338 | $201.0K | 0.02% | −247−6.9% | Reduced |
| Seven Mile Advisory | 3,341 | $201.2K | 0.23% | +3,341 | New |
| Tempus Wealth Planning, LLC | 3,349 | $201.7K | 0.09% | +3+0.1% | Added |