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 |
|---|---|---|---|---|---|
| Athena Investment Management | 4,527 | $272.6K | 0.19% | −33−0.7% | Reduced |
| Joule Financial, LLC | 4,493 | $272.7K | 0.14% | +12+0.3% | Added |
| Pflug Koory, LLC | 4,537 | $273.2K | 0.14% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4,545 | $273.7K | 0.08% | −9−0.2% | Reduced |
| Balboa Wealth Partners | 4,563 | $274.8K | 0.10% | −981−17.7% | Reduced |
| McIlrath & Eck, LLC | 4,579 | $275.7K | 0.06% | +47+1.0% | Added |
| Fragasso Group Inc. | 4,580 | $275.8K | 0.03% | +136+3.1% | Added |
| Blossom Wealth Management | 4,600 | $277.0K | 1.01% | +4,600 | New |
| Arthur M. Cohen & Associates, LLC | 4,602 | $277.1K | 0.07% | −266−5.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,635 | $277.3K | 0.20% | +57+1.2% | Added |
| Three Bridge Wealth Advisors, LLC | 4,577 | $277.7K | 0.12% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 4,621 | $278.3K | 0.13% | −122−2.6% | Reduced |
| Drake & Associates, LLC | 4,625 | $278.5K | 0.12% | −29−0.6% | Reduced |
| Avaii Wealth Management, LLC | 4,633 | $279.0K | 0.21% | +111+2.5% | Added |
| Financial Insights, Inc. | 4,635 | $279.1K | 0.10% | +33+0.7% | Added |
| Threadgill Financial, LLC | 4,561 | $279.1K | 0.32% | +150+3.4% | Added |
| ForthRight Wealth Management, LLC | 4,642 | $279.5K | 0.12% | −702−13.1% | Reduced |
| Intelligent Financial Strategies | 4,615 | $280.0K | 0.20% | +8+0.2% | Added |
| Merriman Wealth Management, LLC | 4,639 | $280.2K | 0.01% | +300+6.9% | Added |
| Capital Financial Planning, LLC | 4,654 | $280.3K | 0.10% | +11+0.2% | Added |
| BancFirst Trust & Investment Management | 4,672 | $280.5K | 0.16% | +20+0.4% | Added |
| DMG Group, LLC | 4,667 | $281.0K | 0.28% | −20.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 4,676 | $281.6K | 0.03% | +856+22.4% | Added |
| Redmond Asset Management, LLC | 4,685 | $282.1K | 0.09% | +10.0% | Added |
| Gateway Wealth Partners, LLC | 4,700 | $283.0K | 0.05% | +22+0.5% | Added |
| First Citizens Financial Corp | 4,705 | $283.3K | 0.19% | +4,705 | New |
| Piscataqua Savings Bank | 4,708 | $283.5K | 0.23% | −360−7.1% | Reduced |
| TSFG, LLC | 4,713 | $284.0K | 0.11% | +52+1.1% | Added |
| Ambassador Advisors, LLC | 4,644 | $284.1K | 0.07% | +4,644 | New |
| BTC Capital Management, Inc. | 4,539 | $284.8K | 0.03% | −1,274−21.9% | Reduced |
| Fort Pitt Capital Group, LLC | 4,744 | $285.7K | 0.01% | +20.0% | Added |
| Rational Advisors LLC | 4,748 | $285.9K | 0.02% | +3,969+509.5% | Added |
| Northwest Capital Management Inc | 4,774 | $287.5K | 0.12% | +622+15.0% | Added |
| Rooted Wealth Advisors, Inc. | 4,720 | $288.0K | 0.19% | +1,085+29.8% | Added |
| Meridian Financial Partners LLC | 4,615 | $288.0K | 0.17% | +4,615 | New |
| VELA Investment Management, LLC | 4,795 | $288.8K | 0.13% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,808 | $289.5K | 0.14% | +158+3.4% | Added |
| MKT Advisors LLC | 4,634 | $289.5K | 0.20% | +152+3.4% | Added |
| Howard Financial Services, Ltd. | 4,813 | $289.8K | 0.07% | −53−1.1% | Reduced |
| Advisor Resource Council | 4,815 | $290.0K | 0.17% | −3,104−39.2% | Reduced |
| Albion Financial Group | 4,819 | $290.2K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,813 | $291.3K | 0.08% | −2,223−31.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,854 | $292.3K | 0.05% | −14,860−75.4% | Reduced |
| Cravens & Co Advisors, LLC | 4,858 | $292.5K | 0.27% | +120+2.5% | Added |
| Foster & Motley Inc | 4,858 | $293.0K | 0.02% | −320−6.2% | Reduced |
| Compass Financial Group, INC | 4,875 | $293.6K | 0.09% | +1,067+28.0% | Added |
| waypoint wealth counsel | 4,887 | $294.3K | 0.26% | +184+3.9% | Added |
| Ritter Daniher Financial Advisory LLC | 4,887 | $294.3K | 0.12% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,890 | $294.5K | 0.05% | +1,045+27.2% | Added |
| Financial Strategies Group, Inc. | 4,896 | $294.8K | 0.09% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 4,899 | $295.0K | 0.12% | +20+0.4% | Added |
| Keystone Wealth Services, LLC | 4,911 | $295.7K | 0.11% | +278+6.0% | Added |
| Alpha Financial Partners, LLC | 4,913 | $295.9K | 0.32% | +162+3.4% | Added |
| Investmark Advisory Group LLC | 4,919 | $296.2K | 0.20% | −241−4.7% | Reduced |
| Private Management Group Inc | 4,925 | $296.6K | 0.01% | +124+2.6% | Added |
| Centennial Wealth Advisory LLC | 4,927 | $296.7K | 0.15% | +20.0% | Added |
| Adamsbrown Wealth Consultants LLC | 4,928 | $296.8K | 0.16% | −78−1.6% | Reduced |
| Humankind Investments LLC | 4,934 | $297.1K | 0.12% | +373+8.2% | Added |
| BCJ Capital Management, LLC | 4,936 | $297.3K | 0.03% | −2,351−32.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,959 | $298.6K | 0.14% | +4,959 | New |
| BlueCrest Capital Management Ltd | 4,964 | $298.9K | 0.04% | +4,964 | New |
| Windsor Group LTD | 4,969 | $299.0K | 0.05% | +362+7.9% | Added |
| Indiana Trust & Investment Management CO | 4,970 | $299.3K | 0.15% | −130−2.5% | Reduced |
| Keebeck Wealth Management, LLC | 4,934 | $299.4K | 0.04% | −184−3.6% | Reduced |
| Wealthstream Advisors, Inc. | 4,980 | $299.9K | 0.16% | +4,980 | New |
| NCM Capital Management, LLC | 4,983 | $300.1K | 0.21% | +53+1.1% | Added |
| General Partner, Inc. | 4,985 | $300.2K | 0.25% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,991 | $300.6K | 0.10% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 5,000 | $301.1K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,002 | $301.2K | 0.10% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 5,017 | $302.1K | 0.04% | −433−7.9% | Reduced |
| BFSG, LLC | 5,028 | $303.0K | 0.05% | −179−3.4% | Reduced |
| Element Wealth, LLC | 5,034 | $303.2K | 0.21% | +75+1.5% | Added |
| Fortis Group Advisors, LLC | 5,036 | $303.2K | 0.08% | −31−0.6% | Reduced |
| Family Firm, Inc. | 5,036 | $303.3K | 0.08% | +31+0.6% | Added |
| Integrated Investment Consultants, LLC | 5,038 | $303.4K | 0.10% | +5,038 | New |
| Fort, L.P. | 5,048 | $304.0K | 0.80% | −123−2.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,059 | $304.7K | 0.07% | −190−3.6% | Reduced |
| TruWealth Advisors, LLC | 5,062 | $304.8K | 0.03% | +411+8.8% | Added |
| Acorn Wealth Advisors, LLC | 5,063 | $304.9K | 0.21% | +99+2.0% | Added |
| Fiduciary Alliance LLC | 5,077 | $305.8K | 0.07% | +572+12.7% | Added |
| Noesis Capital Mangement Corp | 5,090 | $306.5K | 0.08% | +203+4.2% | Added |
| LWM Advisory Services, LLC | 5,104 | $307.0K | 0.32% | −620−10.8% | Reduced |
| First Commonwealth Financial Corp | 5,102 | $307.2K | 0.10% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 5,121 | $308.4K | 0.17% | +152+3.1% | Added |
| Next Level Private LLC | 5,200 | $308.4K | 0.20% | +5,200 | New |
| Meeder Asset Management Inc | 5,130 | $308.9K | 0.02% | −12,864−71.5% | Reduced |
| Financial Engines Advisors L.L.C. | 5,115 | $310.4K | 0.00% | +1,810+54.8% | Added |
| Security National Bank | 5,164 | $311.0K | 0.08% | −358−6.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 5,165 | $311.1K | 0.28% | +308+6.3% | Added |
| Quantum Financial Advisors, LLC | 5,173 | $311.5K | 0.09% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 5,206 | $313.5K | 0.26% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 5,227 | $314.8K | 0.19% | +100+2.0% | Added |
| LaSalle St. Investment Advisors, LLC | 5,241 | $315.0K | 0.14% | −938−15.2% | Reduced |
| Bill Few Associates, Inc. | 5,232 | $315.1K | 0.16% | −28−0.5% | Reduced |
| Security Financial Services, INC. | 5,236 | $315.3K | 0.09% | +521+11.0% | Added |
| Silvant Capital Management LLC | 5,209 | $316.1K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,261 | $316.8K | 0.03% | −266−4.8% | Reduced |
| Tillman Hartley LLC | 5,275 | $317.7K | 0.13% | 00.0% | Unchanged |
| Broderick Brian C | 5,280 | $318.0K | 0.08% | −2,000−27.5% | Reduced |