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 |
|---|---|---|---|---|---|
| Vision Capital Management, Inc. | 5,288 | $318.4K | 0.05% | 00.0% | Unchanged |
| Amarillo National Bank | 5,294 | $318.8K | 0.06% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 5,300 | $319.2K | 0.14% | 00.0% | Unchanged |
| Miller Investment Management, LP | 5,310 | $319.8K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,317 | $320.2K | 0.04% | −183−3.3% | Reduced |
| Zuckerman Investment Group, LLC | 5,320 | $320.4K | 0.05% | +140+2.7% | Added |
| Seelaus Asset Management LLC | 5,338 | $321.0K | 0.25% | 00.0% | Unchanged |
| Sippican Capital Advisors | 5,347 | $322.0K | 0.30% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 5,350 | $322.2K | 0.34% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 5,363 | $323.0K | 0.01% | −372−6.5% | Reduced |
| Verus Capital Partners, LLC | 5,365 | $323.1K | 0.05% | +879+19.6% | Added |
| Alphadyne Asset Management LP | 5,374 | $323.6K | 0.99% | +5,374 | New |
| Jessup Wealth Management, Inc | 5,378 | $323.9K | 0.17% | −834−13.4% | Reduced |
| Augustine Asset Management Inc | 5,379 | $323.9K | 0.15% | +170+3.3% | Added |
| Clear Street Markets LLC | 5,374 | $324.0K | 0.13% | −1,037−16.2% | Reduced |
| Trinity Legacy Partners, LLC | 5,384 | $324.2K | 0.11% | +1,236+29.8% | Added |
| Ade, LLC | 5,388 | $324.5K | 0.23% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 5,391 | $324.7K | 0.26% | +971+22.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,402 | $325.0K | 0.32% | +9+0.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 698 | $326.5K | 0.24% | −4,688−87.0% | Reduced |
| TCI Wealth Advisors, Inc. | 5,439 | $327.5K | 0.04% | −5−0.1% | Reduced |
| Ameliora Wealth Management Ltd. | 5,445 | $327.9K | 0.20% | −1,180−17.8% | Reduced |
| Fort Point Capital Partners LLC | 5,450 | $328.2K | 0.05% | +1,927+54.7% | Added |
| Lavaca Capital LLC | 5,461 | $328.9K | 0.10% | +5,461 | New |
| Red Wave Investments LLC | 5,467 | $329.2K | 0.13% | +56+1.0% | Added |
| First International Bank & Trust | 5,468 | $329.3K | 0.10% | 00.0% | Unchanged |
| First Interstate Bank | 5,473 | $329.6K | 0.03% | −300−5.2% | Reduced |
| SAM Advisors, LLC | 5,474 | $329.6K | 0.14% | 00.0% | Unchanged |
| Berkshire Bank | 5,490 | $330.6K | 0.09% | +23+0.4% | Added |
| Arbor Investment Advisors, LLC | 5,498 | $331.1K | 0.06% | −7,132−56.5% | Reduced |
| High Falls Advisors, Inc | 5,509 | $331.8K | 0.09% | +5,509 | New |
| HHM Wealth Advisors, LLC | 5,513 | $332.0K | 0.06% | −40−0.7% | Reduced |
| SL Advisors, LLC | 5,532 | $333.1K | 0.75% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 5,540 | $333.6K | 0.04% | +5,540 | New |
| Pure Financial Advisors, Inc. | 5,541 | $333.7K | 0.01% | +405+7.9% | Added |
| Selective Wealth Management, Inc. | 5,637 | $334.3K | 0.17% | +5,637 | New |
| Source Financial Advisors LLC | 5,566 | $335.2K | 0.11% | +456+8.9% | Added |
| One + One Wealth Management, LLC | 5,582 | $336.1K | 0.21% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 5,600 | $337.2K | 0.04% | −600−9.7% | Reduced |
| Legacy Trust | 5,647 | $340.1K | 0.09% | −388−6.4% | Reduced |
| Suncoast Equity Management | 5,648 | $340.1K | 0.05% | +5,648 | New |
| Westshore Wealth, LLC | 5,650 | $340.3K | 0.17% | −1,331−19.1% | Reduced |
| Wealth Management Associates, Inc. | 5,653 | $340.4K | 0.19% | −128−2.2% | Reduced |
| Campbell Newman Asset Management Inc | 5,656 | $340.6K | 0.03% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 5,658 | $340.7K | 0.31% | −70−1.2% | Reduced |
| Frisch Financial Group, Inc. | 5,669 | $341.0K | 0.16% | −830−12.8% | Reduced |
| Adalta Capital Management LLC | 5,625 | $341.0K | 0.23% | 00.0% | Unchanged |
| Vicus Capital | 5,669 | $341.4K | 0.04% | −632−10.0% | Reduced |
| Crew Capital Management, Ltd. | 5,678 | $341.9K | 0.39% | −15−0.3% | Reduced |
| BDO Wealth Advisors, LLC | 5,679 | $342.0K | 0.04% | +1,301+29.7% | Added |
| Fortune 45 LLC | 5,683 | $343.4K | 0.35% | +710+14.3% | Added |
| Fca Corp | 5,712 | $344.0K | 0.13% | +1,392+32.2% | Added |
| Enterprise Bank & Trust Co | 5,724 | $344.7K | 0.13% | +1,900+49.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,762 | $347.0K | 0.02% | −11−0.2% | Reduced |
| Sargent Investment Group, LLC | 5,782 | $348.2K | 0.08% | −386−6.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 5,784 | $348.3K | 0.15% | −797−12.1% | Reduced |
| MayTech Global Investments, LLC | 5,790 | $348.7K | 0.07% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 5,795 | $349.0K | 0.18% | +11+0.2% | Added |
| Schoolcraft Capital LLC | 5,798 | $349.2K | 0.10% | +5,798 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 5,814 | $350.0K | 0.02% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 5,824 | $350.7K | 0.03% | −2,595−30.8% | Reduced |
| Washington Trust Bank | 5,825 | $350.8K | 0.04% | −2,379−29.0% | Reduced |
| Viewpoint Capital Management LLC | 5,847 | $352.1K | 0.27% | +2,002+52.1% | Added |
| Cornerstone Advisory, LLC | 5,855 | $352.6K | 0.06% | +180+3.2% | Added |
| Contravisory Investment Management, Inc. | 5,870 | $353.5K | 0.09% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,870 | $353.5K | 0.23% | −189−3.1% | Reduced |
| TriaGen Wealth Management LLC | 5,875 | $353.8K | 0.16% | −129−2.1% | Reduced |
| Optas, LLC | 5,879 | $354.0K | 0.12% | +225+4.0% | Added |
| Kaydan Wealth Management, Inc. | 5,880 | $354.1K | 0.15% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 5,906 | $355.7K | 0.24% | +302+5.4% | Added |
| Journey Strategic Wealth LLC | 5,930 | $357.1K | 0.02% | −6,186−51.1% | Reduced |
| New Republic Capital, LLC | 5,904 | $357.4K | 0.25% | +948+19.1% | Added |
| Eqis Capital Management, Inc. | 5,952 | $358.4K | 0.04% | −1,295−17.9% | Reduced |
| Unique Wealth, LLC | 5,952 | $358.4K | 0.16% | +31+0.5% | Added |
| KLCM Advisors, Inc. | 5,957 | $358.7K | 0.07% | −141−2.3% | Reduced |
| Summit Wealth Partners, LLC | 5,965 | $359.2K | 0.09% | −1,020−14.6% | Reduced |
| Hyperion Partners, LLC | 5,971 | $359.6K | 0.30% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 5,936 | $360.2K | 0.31% | +28+0.5% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 6,000 | $361.3K | 0.36% | +6,000 | New |
| Lokken Investment Group LLC | 6,007 | $361.7K | 0.24% | −55−0.9% | Reduced |
| Rede Wealth, LLC | 6,017 | $362.3K | 0.17% | −500−7.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 6,040 | $363.0K | 0.18% | +490+8.8% | Added |
| Delphia (USA) Inc. | 6,035 | $363.5K | 0.57% | −1,783−22.8% | Reduced |
| Arlington Partners LLC | 6,042 | $363.8K | 0.06% | +271+4.7% | Added |
| Orleans Capital Management Corp | 6,044 | $364.0K | 0.26% | −250−4.0% | Reduced |
| Total Investment Management Inc | 6,066 | $365.3K | 0.05% | +589+10.8% | Added |
| Beacon Investment Advisory Services, Inc. | 6,089 | $366.7K | 0.02% | −500−7.6% | Reduced |
| Tower View Investment Management & Research LLC | 6,096 | $367.0K | 0.25% | −14−0.2% | Reduced |
| Roof Eidam & Maycock | 6,096 | $367.1K | 0.12% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,098 | $367.2K | 0.11% | +6,098 | New |
| Aspen Grove Capital, LLC | 6,059 | $367.3K | 0.12% | +2,452+68.0% | Added |
| Platform Technology Partners | 6,184 | $368.1K | 0.17% | −21−0.3% | Reduced |
| Sentry LLC | 6,123 | $368.7K | 0.08% | +5+0.1% | Added |
| Insight Folios Inc | 6,130 | $369.2K | 0.15% | −75−1.2% | Reduced |
| Pacific Center for Financial Services | 6,148 | $370.2K | 0.12% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 6,149 | $370.3K | 0.06% | −304−4.7% | Reduced |
| Lyell Wealth Management, LP | 6,155 | $370.7K | 0.05% | −1,480−19.4% | Reduced |
| Breakwater Capital Group | 6,179 | $372.1K | 0.14% | +14+0.2% | Added |
| Univest Financial Corp | 6,182 | $372.3K | 0.11% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 6,184 | $372.4K | 0.13% | 00.0% | Unchanged |