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 |
|---|---|---|---|---|---|
| Manchester Financial Inc | 3,919 | $236.0K | 0.07% | +136+3.6% | Added |
| Gemmer Asset Management LLC | 3,921 | $236.1K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,928 | $236.5K | 0.11% | −1,896−32.6% | Reduced |
| Dover Advisors, LLC | 3,900 | $236.7K | 0.21% | −2,750−41.4% | Reduced |
| Winthrop Advisory Group LLC | 3,901 | $236.7K | 0.04% | +272+7.5% | Added |
| CM Wealth Advisors LLC | 3,796 | $237.2K | 0.08% | −68−1.8% | Reduced |
| Essential Planning, LLC. | 3,944 | $237.5K | 0.14% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 3,950 | $238.0K | 0.07% | 00.0% | Unchanged |
| McRae Capital Management Inc | 3,953 | $238.1K | 0.07% | −140−3.4% | Reduced |
| Solstein Capital, LLC | 3,953 | $238.1K | 0.20% | +718+22.2% | Added |
| Birchcreek Wealth Management, LLC | 3,976 | $239.4K | 0.17% | +371+10.3% | Added |
| WR Wealth Planners, LLC | 3,985 | $240.0K | 0.09% | +921+30.1% | Added |
| E&G Advisors, LP | 3,998 | $240.8K | 0.08% | 00.0% | Unchanged |
| Watchman Group, Inc. | 4,000 | $240.9K | 0.12% | −800−16.7% | Reduced |
| Goodwin Daniel L | 4,000 | $240.9K | 0.11% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $240.9K | 0.19% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,017 | $241.9K | 0.18% | −212−5.0% | Reduced |
| US Asset Management LLC | 4,016 | $242.0K | 0.26% | −358−8.2% | Reduced |
| Pin Oak Investment Advisors Inc | 3,987 | $242.0K | 0.27% | 00.0% | Unchanged |
| Madison Wealth Management | 4,027 | $242.5K | 0.05% | 00.0% | Unchanged |
| Insight Advisors, LLC | 4,040 | $243.3K | 0.05% | −229−5.4% | Reduced |
| Vantage Consulting Group Inc | 4,041 | $243.3K | 0.14% | −261−6.1% | Reduced |
| Syntax Advisors, LLC | 4,041 | $243.3K | 0.20% | −261−6.1% | Reduced |
| Aufman Associates Inc | 4,044 | $243.5K | 0.20% | +49+1.2% | Added |
| Congress Asset Management Co | 4,050 | $243.9K | 0.00% | −1,500−27.0% | Reduced |
| MPS Loria Financial Planners, LLC | 4,049 | $243.9K | 0.09% | +15+0.4% | Added |
| Iron Horse Wealth Management, LLC | 4,054 | $244.1K | 0.12% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,058 | $244.4K | 0.09% | −7−0.2% | Reduced |
| Benin Management CORP | 4,072 | $245.2K | 0.09% | 00.0% | Unchanged |
| Puzo Michael J | 4,075 | $245.4K | 0.08% | −50−1.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,079 | $245.6K | 0.07% | −193−4.5% | Reduced |
| Cheviot Value Management, LLC | 4,084 | $245.9K | 0.05% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4,089 | $246.3K | 0.02% | −35−0.8% | Reduced |
| Disciplined Investments, LLC | 4,089 | $246.3K | 0.13% | −8−0.2% | Reduced |
| Diversified Investment Strategies, LLC | 4,090 | $246.3K | 0.18% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4,093 | $246.5K | 0.10% | +27+0.7% | Added |
| Signet Financial Management, LLC | 4,094 | $246.5K | 0.04% | −81−1.9% | Reduced |
| Wellspring Financial Advisors, LLC | 4,097 | $246.7K | 0.07% | +8+0.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $246.9K | 0.17% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,079 | $247.5K | 0.03% | −92−2.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 4,121 | $248.2K | 0.13% | −526−11.3% | Reduced |
| NBW Capital LLC | 4,124 | $248.3K | 0.06% | +353+9.4% | Added |
| Capital Insight Partners, LLC | 4,136 | $249.1K | 0.06% | −80−1.9% | Reduced |
| Austin Private Wealth, LLC | 4,153 | $250.1K | 0.04% | +181+4.6% | Added |
| Cumberland Advisors Inc | 4,161 | $250.6K | 0.11% | −107−2.5% | Reduced |
| Rollins Financial | 4,161 | $250.6K | 0.07% | +440+11.8% | Added |
| Liberty Capital Management, Inc. | 4,164 | $250.8K | 0.08% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 4,168 | $251.0K | 0.01% | +4,168 | New |
| 626 Financial, LLC | 4,173 | $251.3K | 0.16% | +8+0.2% | Added |
| DGS Capital Management, LLC | 4,175 | $251.4K | 0.13% | −37−0.9% | Reduced |
| Kelman-Lazarov, Inc. | 4,176 | $251.5K | 0.06% | −175−4.0% | Reduced |
| Baugh & Associates, LLC | 4,182 | $251.8K | 0.15% | −11−0.3% | Reduced |
| Insight 2811, Inc. | 4,183 | $251.9K | 0.14% | −926−18.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,191 | $252.4K | 0.14% | −54−1.3% | Reduced |
| Probity Advisors, Inc. | 4,198 | $252.8K | 0.06% | +4,198 | New |
| SFG Wealth Management, LLC. | 4,213 | $253.7K | 0.21% | +10.0% | Added |
| Thrive Capital Management, LLC | 4,214 | $253.7K | 0.14% | +670+18.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,221 | $254.2K | 0.04% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 4,226 | $254.5K | 0.12% | −258−5.8% | Reduced |
| KFG Wealth Management, LLC | 4,230 | $254.7K | 0.15% | +4,230 | New |
| Harbor Group, Inc. | 4,234 | $255.0K | 0.14% | +4,234 | New |
| SOL Capital Management CO | 4,239 | $255.0K | 0.04% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 4,230 | $255.0K | 0.10% | 00.0% | Unchanged |
| Palladiem, LLC | 4,244 | $255.6K | 0.26% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 4,246 | $255.7K | 0.20% | +21+0.5% | Added |
| Hall Laurie J Trustee | 4,250 | $256.0K | 0.10% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 4,299 | $257.2K | 0.31% | −71−1.6% | Reduced |
| Bank of Stockton | 4,286 | $258.1K | 0.09% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,306 | $259.3K | 0.13% | −136−3.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,334 | $261.0K | 0.15% | +350+8.8% | Added |
| Cynosure Management, LLC | 4,337 | $261.2K | 0.08% | +4,337 | New |
| Barnes Pettey Financial Advisors, LLC | 4,343 | $261.5K | 0.23% | −117−2.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 4,343 | $261.6K | 0.17% | +936+27.5% | Added |
| Private Capital Management LLC | 4,345 | $261.7K | 0.07% | −485−10.0% | Reduced |
| Chelsea Counsel Co | 4,313 | $261.7K | 0.13% | +813+23.2% | Added |
| Trellis Advisors, LLC | 4,349 | $261.9K | 0.12% | −8−0.2% | Reduced |
| Powell Investment Advisors, LLC | 4,271 | $262.1K | 0.15% | −6,426−60.1% | Reduced |
| National Wealth Management Group, LLC | 4,305 | $262.3K | 0.27% | +32+0.7% | Added |
| Strategic Wealth Partners, Ltd. | 4,359 | $262.5K | 0.03% | +214+5.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,360 | $262.6K | 0.06% | +4+0.1% | Added |
| Keeler Thomas Management LLC | 4,375 | $263.5K | 0.11% | −1,500−25.5% | Reduced |
| Northwest Investment Counselors, LLC | 4,378 | $263.7K | 0.07% | −529−10.8% | Reduced |
| Twin Focus Capital Partners, LLC | 4,389 | $264.3K | 0.05% | −719−14.1% | Reduced |
| Verus Financial Partners, Inc. | 4,252 | $264.7K | 0.03% | +43+1.0% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,418 | $266.1K | 0.06% | −343−7.2% | Reduced |
| Asset Planning Corporation | 4,420 | $266.2K | 0.20% | 00.0% | Unchanged |
| Curi Capital | 4,420 | $266.2K | 0.04% | +11+0.2% | Added |
| TFC Financial Management | 4,423 | $266.3K | 0.07% | +22+0.5% | Added |
| Paragon Financial Partners, Inc. | 4,427 | $266.6K | 0.25% | −200−4.3% | Reduced |
| Bensler, LLC | 4,434 | $267.0K | 0.05% | +13+0.3% | Added |
| Westside Investment Management, Inc. | 4,426 | $267.0K | 0.08% | +50+1.1% | Added |
| Buckley Wealth Management, LLC | 4,440 | $267.4K | 0.09% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,456 | $268.3K | 0.07% | −202−4.3% | Reduced |
| KRS Capital Management, LLC | 4,465 | $268.9K | 0.27% | +9+0.2% | Added |
| Socha Financial Group, LLC | 4,480 | $269.8K | 0.14% | +4,480 | New |
| Castle Wealth Management LLC | 4,473 | $271.3K | 0.19% | +114+2.6% | Added |
| Farther Finance Advisors, LLC | 4,510 | $271.6K | 0.06% | +670+17.4% | Added |
| Pathway Financial Advisors LLC | 4,512 | $271.7K | 0.09% | +8+0.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $272.3K | 0.05% | 00.0% | Unchanged |
| Apriem Advisors | 4,525 | $272.5K | 0.04% | −1,414−23.8% | Reduced |