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 |
|---|---|---|---|---|---|
| Northeast Financial Consultants Inc | 50,959 | $3.07M | 0.19% | −215−0.4% | Reduced |
| Mill Capital Management, LLC | 51,009 | $3.07M | 0.29% | −1,040−2.0% | Reduced |
| Laffer Tengler Investments | 51,197 | $3.08M | 0.82% | +1,140+2.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 51,218 | $3.08M | 1.38% | +1,075+2.1% | Added |
| First PREMIER Bank | 51,283 | $3.09M | 0.88% | +191+0.4% | Added |
| Mengis Capital Management, Inc. | 51,359 | $3.09M | 0.62% | −97−0.2% | Reduced |
| IFG Advisory, LLC | 51,424 | $3.10M | 0.27% | +1,623+3.3% | Added |
| Good Life Advisors, LLC | 51,593 | $3.11M | 0.35% | −5,730−10.0% | Reduced |
| Buckhead Capital Management LLC | 51,785 | $3.12M | 0.74% | −30−0.1% | Reduced |
| Grandfield & Dodd, LLC | 52,091 | $3.14M | 0.22% | −2,010−3.7% | Reduced |
| Verity & Verity, LLC | 52,103 | $3.14M | 0.38% | −35,803−40.7% | Reduced |
| Baldwin Brothers Inc | 52,238 | $3.15M | 0.26% | −50−0.1% | Reduced |
| Summit Financial Group Inc | 52,632 | $3.17M | 1.23% | −2,315−4.2% | Reduced |
| Schnieders Capital Management LLC | 52,642 | $3.17M | 0.66% | +34+0.1% | Added |
| Profund Advisors LLC | 52,684 | $3.17M | 0.17% | +130.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 52,265 | $3.17M | 1.40% | −39−0.1% | Reduced |
| Pavion Blue Capital, LLC | 52,692 | $3.17M | 1.85% | −60−0.1% | Reduced |
| Connable Office Inc | 52,701 | $3.17M | 0.44% | +130.0% | Added |
| Cozad Asset Management Inc | 52,830 | $3.18M | 0.40% | −363−0.7% | Reduced |
| Allworth Financial LP | 53,144 | $3.20M | 0.03% | −3,480−6.1% | Reduced |
| Thomas Story & Son LLC | 53,219 | $3.21M | 1.46% | 00.0% | Unchanged |
| Janney Capital Management LLC | 53,300 | $3.21M | 0.22% | +2,613+5.2% | Added |
| Pitcairn Co | 53,410 | $3.22M | 0.27% | +1,091+2.1% | Added |
| Capital Asset Advisory Services LLC | 52,881 | $3.22M | 0.23% | +2,064+4.1% | Added |
| Gladius Capital Management LP | 53,539 | $3.22M | 1.62% | +49,258+1,150.6% | Added |
| Legacy Advisors, LLC | 53,471 | $3.24M | 0.48% | −1,497−2.7% | Reduced |
| Moloney Securities Asset Management, LLC | 53,953 | $3.25M | 0.57% | +6,556+13.8% | Added |
| Callahan Advisors, LLC | 53,999 | $3.25M | 0.40% | −854−1.6% | Reduced |
| Donaldson Capital Management, LLC | 54,173 | $3.26M | 0.15% | +929+1.7% | Added |
| Woodstock Corp | 54,344 | $3.27M | 0.39% | −285−0.5% | Reduced |
| Connectus Wealth, LLC | 54,403 | $3.28M | 0.08% | −1,201−2.2% | Reduced |
| Shepherd Financial Partners LLC | 54,798 | $3.30M | 0.51% | +1,407+2.6% | Added |
| New England Research & Management, Inc. | 54,813 | $3.30M | 1.91% | −3,525−6.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 54,880 | $3.31M | 0.04% | −4,705−7.9% | Reduced |
| Alpine Global Management, LLC | 55,010 | $3.31M | 0.91% | −1,856−3.3% | Reduced |
| Symmetry Partners, LLC | 55,044 | $3.31M | 0.18% | −3,427−5.9% | Reduced |
| United Bank | 55,439 | $3.34M | 0.41% | 00.0% | Unchanged |
| M&R Capital Management Inc | 55,441 | $3.34M | 0.87% | +124+0.2% | Added |
| Warren Averett Asset Management, LLC | 55,491 | $3.34M | 0.15% | +10,288+22.8% | Added |
| FRG Family Wealth Advisors LLC | 55,515 | $3.34M | 0.73% | +275+0.5% | Added |
| Wahed Invest LLC | 55,648 | $3.35M | 1.18% | +5,606+11.2% | Added |
| Investment Advisory Services Inc | 55,759 | $3.36M | 1.42% | +1,200+2.2% | Added |
| Neville Rodie & Shaw Inc | 55,811 | $3.36M | 0.29% | −625−1.1% | Reduced |
| Cypress Capital Group | 55,869 | $3.36M | 0.49% | +8,847+18.8% | Added |
| Beech Hill Advisors, Inc. | 56,043 | $3.37M | 1.64% | −165−0.3% | Reduced |
| Mather Group, LLC. | 56,329 | $3.39M | 0.05% | +1,724+3.2% | Added |
| DFPG Investments, LLC | 55,048 | $3.39M | 0.31% | +3,175+6.1% | Added |
| Bremer Bank National Association | 56,501 | $3.40M | 0.65% | −3,761−6.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 56,582 | $3.41M | 0.90% | −90−0.2% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 56,739 | $3.42M | 3.97% | −4,945−8.0% | Reduced |
| Princeton Global Asset Management LLC | 56,770 | $3.42M | 1.00% | −1,513−2.6% | Reduced |
| KCM Investment Advisors LLC | 57,027 | $3.43M | 0.14% | −13,075−18.7% | Reduced |
| Kempen Capital Management N.V. | 57,112 | $3.44M | 0.06% | −5,361−8.6% | Reduced |
| BNC Wealth Management, LLC | 57,141 | $3.44M | 1.83% | +49,123+612.7% | Added |
| Arete Wealth Advisors, LLC | 57,318 | $3.45M | 0.31% | +13,123+29.7% | Added |
| Meeder Advisory Services, Inc. | 57,440 | $3.46M | 0.37% | +4,353+8.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 57,525 | $3.46M | 2.43% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 57,547 | $3.47M | 0.11% | +21,444+59.4% | Added |
| MSH Capital Advisors LLC | 57,893 | $3.49M | 1.28% | +46,898+426.5% | Added |
| Biglari, Sardar | 58,023 | $3.49M | 14.01% | +9,071+18.5% | Added |
| Americana Partners, LLC | 58,041 | $3.50M | 0.45% | +5,702+10.9% | Added |
| TCG Advisory Services, LLC | 58,309 | $3.51M | 0.60% | +10,032+20.8% | Added |
| Colonial Trust Co | 58,325 | $3.51M | 0.84% | +1,338+2.3% | Added |
| Hilltop Holdings Inc. | 58,455 | $3.52M | 0.43% | +241+0.4% | Added |
| Freestone Capital Holdings, LLC | 58,879 | $3.55M | 0.14% | +1,009+1.7% | Added |
| Hancock Whitney Corp | 59,103 | $3.56M | 0.14% | −51−0.1% | Reduced |
| Cannon Financial Strategists, Inc. | 59,164 | $3.56M | 0.98% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 59,330 | $3.57M | 2.13% | −681−1.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 59,438 | $3.58M | 0.98% | +1,548+2.7% | Added |
| Connolly Sarah T. | 59,454 | $3.58M | 2.16% | +240.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 59,629 | $3.59M | 0.35% | −1,505−2.5% | Reduced |
| Mark Stevens | 59,771 | $3.60M | 0.46% | −1,819−3.0% | Reduced |
| Ritholtz Wealth Management | 60,244 | $3.63M | 0.16% | −1,040−1.7% | Reduced |
| Flputnam Investment Management Co | 60,386 | $3.64M | 0.10% | +7,922+15.1% | Added |
| Highland Capital Management, LLC | 60,388 | $3.64M | 0.24% | +4,165+7.4% | Added |
| Blue Chip Partners, Inc. | 60,778 | $3.66M | 0.42% | −1,311−2.1% | Reduced |
| MTM Investment Management, LLC | 60,967 | $3.67M | 1.79% | +10.0% | Added |
| North Star Investment Management Corp. | 61,017 | $3.67M | 0.30% | −67−0.1% | Reduced |
| Pittenger & Anderson Inc | 61,045 | $3.68M | 0.18% | +880+1.5% | Added |
| PDS Planning, Inc | 61,046 | $3.68M | 0.47% | +1,224+2.0% | Added |
| Sompo Asset Management Co., Ltd. | 61,070 | $3.68M | 0.69% | +13,020+27.1% | Added |
| Wolverine Asset Management LLC | 61,294 | $3.69M | 0.07% | +60,818+12,776.9% | Added |
| Day & Ennis, LLC | 61,500 | $3.70M | 1.41% | +416+0.7% | Added |
| Relative Value Partners Group, LLC | 61,526 | $3.71M | 0.24% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 61,633 | $3.71M | 1.63% | +75+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 62,162 | $3.74M | 0.14% | +2,062+3.4% | Added |
| River & Mercantile Asset Management LLP | 62,605 | $3.77M | 0.75% | +7,660+13.9% | Added |
| Weik Capital Management | 62,630 | $3.77M | 1.78% | +350+0.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 62,671 | $3.77M | 0.47% | +1,545+2.5% | Added |
| Sequoia Financial Advisors, LLC | 62,856 | $3.79M | 0.06% | +4,630+8.0% | Added |
| Verum Partners LLC | 62,936 | $3.79M | 3.44% | +5,666+9.9% | Added |
| NJ State Employees Deferred Compensation Plan | 63,000 | $3.79M | 0.55% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 63,074 | $3.80M | 1.07% | +63,074 | New |
| Plimoth Trust Co LLC | 63,174 | $3.80M | 1.14% | +675+1.1% | Added |
| Alpha DNA Investment Management LLC | 63,297 | $3.81M | 2.16% | +30,356+92.2% | Added |
| NBT Bank N A | 63,416 | $3.82M | 0.55% | −380−0.6% | Reduced |
| Spire Wealth Management | 63,442 | $3.82M | 0.14% | −331−0.5% | Reduced |
| Harvey Investment Co LLC | 63,475 | $3.82M | 0.50% | −15,600−19.7% | Reduced |
| Headlands Technologies LLC | 63,633 | $3.83M | 1.23% | +63,633 | New |
| Sigma Investment Counselors Inc | 63,673 | $3.83M | 0.28% | +2,205+3.6% | Added |