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 |
|---|---|---|---|---|---|
| Ategra Capital Management, LLC | 1,784 | $201.7K | 0.11% | +1,784 | New |
| Fountainhead AM, LLC | 3,370 | $202.9K | 0.07% | +3,370 | New |
| Canton Hathaway, LLC | 3,370 | $203.0K | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 3,372 | $203.1K | 0.01% | +630+23.0% | Added |
| Wedgewood Investors Inc | 3,376 | $203.3K | 0.26% | −470−12.2% | Reduced |
| IMPACTfolio, LLC | 3,378 | $203.4K | 0.16% | +98+3.0% | Added |
| Castleark Management LLC | 3,397 | $204.6K | 0.01% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 3,397 | $204.6K | 0.08% | −67−1.9% | Reduced |
| Act Wealth Management, LLC | 3,400 | $204.7K | 0.12% | −81−2.3% | Reduced |
| Baker Ellis Asset Management LLC | 3,400 | $204.7K | 0.03% | 00.0% | Unchanged |
| Cim, LLC | 3,409 | $205.3K | 0.04% | +85+2.6% | Added |
| Avalon Trust Co | 3,426 | $206.3K | 0.02% | −739−17.7% | Reduced |
| JSF Financial, LLC | 3,426 | $206.3K | 0.07% | −10.0% | Reduced |
| TCWP LLC | 3,434 | $206.8K | 0.04% | −128−3.6% | Reduced |
| Strategic Investment Solutions, Inc. | 3,445 | $206.9K | 0.04% | −6,117−64.0% | Reduced |
| Greenwich Wealth Management LLC | 3,439 | $207.0K | 0.02% | −90−2.6% | Reduced |
| Zevin Asset Management LLC | 3,440 | $207.0K | 0.04% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 3,433 | $207.0K | 0.04% | +3,433 | New |
| White Pine Capital LLC | 3,440 | $207.2K | 0.08% | −30−0.9% | Reduced |
| Hourglass Capital, LLC | 3,449 | $207.7K | 0.07% | −200−5.5% | Reduced |
| Krane Funds Advisors LLC | 3,447 | $208.0K | 0.01% | −7,524−68.6% | Reduced |
| BOS Asset Management, LLC | 3,460 | $208.4K | 0.16% | +3,460 | New |
| Weaver Consulting Group | 3,464 | $208.6K | 0.09% | +42+1.2% | Added |
| Ballew Advisors, Inc | 3,515 | $209.2K | 0.15% | +2+0.1% | Added |
| Engrave Wealth Partners LLC | 3,474 | $209.2K | 0.07% | −57−1.6% | Reduced |
| Salvus Wealth Management, LLC | 3,477 | $209.4K | 0.16% | −648−15.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 3,483 | $209.8K | 0.07% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 3,487 | $210.0K | 0.03% | −4,385−55.7% | Reduced |
| Brown Miller Wealth Management, LLC | 3,489 | $210.1K | 0.11% | +50+1.5% | Added |
| Northeast Financial Group, Inc. | 3,492 | $210.3K | 0.13% | +153+4.6% | Added |
| Youngs Advisory Group, Inc. | 3,494 | $210.4K | 0.11% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 3,505 | $211.0K | 0.09% | −11,130−76.1% | Reduced |
| FSM Wealth Advisors, LLC | 3,553 | $211.5K | 0.11% | +69+2.0% | Added |
| McLean Asset Management Corp | 3,515 | $211.7K | 0.08% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 3,517 | $211.8K | 0.03% | +3,517 | New |
| Chapman Investment Management, LLC | 3,533 | $212.8K | 0.17% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,534 | $212.8K | 0.05% | +3,534 | New |
| Strategic Financial Concepts, LLC | 3,536 | $213.0K | 0.08% | −3−0.1% | Reduced |
| Dentgroup LLC | 3,538 | $213.1K | 0.15% | +4+0.1% | Added |
| Institutional & Family Asset Management, LLC | 3,552 | $213.9K | 0.03% | −125−3.4% | Reduced |
| Executive Wealth Management, LLC | 3,561 | $214.5K | 0.02% | +6+0.2% | Added |
| CMG Global Holdings, LLC | 3,580 | $215.6K | 0.18% | −108−2.9% | Reduced |
| Vertex Planning Partners, LLC | 3,585 | $215.9K | 0.07% | +3,585 | New |
| Capital Market Strategies LLC | 3,588 | $216.1K | 0.20% | +3,588 | New |
| Private Wealth Strategies, L.L.C. | 3,592 | $216.3K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,593 | $216.4K | 0.05% | −61−1.7% | Reduced |
| Lewis Capital Management, LLC | 3,597 | $216.6K | 0.31% | +2+0.1% | Added |
| 5th Street Advisors, LLC | 3,600 | $216.8K | 0.16% | +3,600 | New |
| Goldstein Advisors, LLC | 3,606 | $217.2K | 0.05% | −6−0.2% | Reduced |
| Walker Asset Management, LLC | 3,611 | $217.5K | 0.18% | +2+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,616 | $217.8K | 0.07% | +3,616 | New |
| FLC Capital Advisors | 3,625 | $218.3K | 0.06% | −858−19.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,626 | $218.3K | 0.08% | +85+2.4% | Added |
| PFS Partners, LLC | 3,626 | $218.4K | 0.18% | −100−2.7% | Reduced |
| Resource Consulting Group Inc | 3,634 | $218.8K | 0.04% | +3,634 | New |
| TrueWealth Advisors, LLC | 3,643 | $219.4K | 0.09% | −336−8.4% | Reduced |
| K.J. Harrison & Partners Inc | 3,657 | $219.4K | 0.04% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,649 | $219.7K | 0.11% | +306+9.2% | Added |
| Eldridge Investment Advisors, Inc. | 3,649 | $220.0K | 0.07% | +10.0% | Added |
| Corbyn Investment Management Inc | 3,655 | $220.1K | 0.11% | −7,566−67.4% | Reduced |
| Peninsula Wealth, LLC | 3,659 | $220.4K | 0.06% | +137+3.9% | Added |
| New Jersey Better Educational Savings Trust | 3,666 | $220.8K | 0.52% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,667 | $220.8K | 0.13% | +211+6.1% | Added |
| Valley National Advisers Inc | 3,663 | $221.0K | 0.04% | −153−4.0% | Reduced |
| Long Run Wealth Advisors, LLC | 3,670 | $221.0K | 0.07% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 3,670 | $221.0K | 0.12% | −300−7.6% | Reduced |
| Paul Damon & Associates, Inc. | 3,686 | $222.0K | 0.14% | −558−13.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,701 | $222.9K | 0.06% | +19+0.5% | Added |
| LifePro Asset Management | 3,706 | $223.2K | 0.17% | +3,706 | New |
| Financial Planning & Information Services, Inc. | 3,715 | $223.7K | 0.04% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 3,727 | $224.4K | 0.11% | +40+1.1% | Added |
| Johnson Financial Group, Inc. | 3,705 | $224.7K | 0.02% | −24−0.6% | Reduced |
| Lesa Sroufe & Co | 3,737 | $225.0K | 0.24% | 00.0% | Unchanged |
| Caxton Associates LP | 3,742 | $225.3K | 0.03% | −28,721−88.5% | Reduced |
| Fort Sheridan Advisors LLC | 3,742 | $225.3K | 0.05% | +3+0.1% | Added |
| Menard Financial Group LLC | 3,743 | $225.4K | 0.46% | 00.0% | Unchanged |
| Aspen Wealth Strategies, LLC | 3,746 | $225.6K | 0.17% | −63−1.7% | Reduced |
| Well Done, LLC | 3,757 | $226.2K | 0.05% | −470−11.1% | Reduced |
| Jackson Square Capital, LLC | 3,790 | $228.2K | 0.09% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 3,792 | $228.3K | 0.32% | +3,792 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,795 | $228.5K | 0.18% | −269−6.6% | Reduced |
| Cabot Wealth Management Inc | 3,809 | $229.0K | 0.03% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,810 | $229.4K | 0.03% | −35−0.9% | Reduced |
| WealthBridge Capital Management, LLC | 3,812 | $229.6K | 0.09% | −2,171−36.3% | Reduced |
| Oxbow Advisors, LLC | 3,814 | $229.7K | 0.04% | +139+3.8% | Added |
| ASB Consultores, LLC | 3,822 | $230.2K | 0.11% | −13−0.3% | Reduced |
| Global Assets Advisory, LLC | 3,824 | $230.3K | 0.21% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 3,831 | $230.7K | 0.03% | +162+4.4% | Added |
| Trinity Financial Advisors LLC | 3,837 | $231.1K | 0.12% | +4+0.1% | Added |
| Sara-Bay Financial | 3,839 | $231.2K | 0.11% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,841 | $231.3K | 0.08% | −18−0.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,843 | $231.4K | 0.05% | +2+0.1% | Added |
| Lifestyle Asset Management, Inc. | 3,865 | $232.8K | 0.14% | +96+2.5% | Added |
| Horizon Wealth Management, LLC | 3,869 | $233.0K | 0.09% | +16+0.4% | Added |
| WMG Financial Advisors, LLC | 3,869 | $233.0K | 0.17% | +355+10.1% | Added |
| Cascade Investment Advisors, Inc. | 3,895 | $234.5K | 0.18% | +78+2.0% | Added |
| Collective Family Office LLC | 3,897 | $234.7K | 0.09% | −594−13.2% | Reduced |
| Financial Advisors, LLC | 3,898 | $234.7K | 0.06% | −80−2.0% | Reduced |
| Citizens Business Bank | 3,900 | $234.9K | 0.05% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,903 | $235.1K | 0.10% | +3,903 | New |