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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 6,201 | $373.4K | 0.13% | −495−7.4% | Reduced |
| Chiron Capital Management, LLC | 6,208 | $373.9K | 0.30% | +290+4.9% | Added |
| Edgemoor Investment Advisors, Inc. | 6,221 | $374.6K | 0.04% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 6,233 | $375.4K | 0.04% | −111,778−94.7% | Reduced |
| Clean Yield Group | 6,243 | $375.9K | 0.15% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 6,248 | $376.2K | 0.05% | +14+0.2% | Added |
| Paulson Wealth Management Inc. | 6,254 | $376.6K | 0.13% | +1,282+25.8% | Added |
| Wescott Financial Advisory Group, LLC | 6,264 | $377.2K | 0.07% | −305−4.6% | Reduced |
| Alpha Family Trust | 6,265 | $377.3K | 0.26% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 6,268 | $377.5K | 0.15% | +20.0% | Added |
| Spears Abacus Advisors LLC | 6,275 | $377.9K | 0.03% | −319−4.8% | Reduced |
| Beacon Capital Management, LLC | 6,291 | $378.8K | 0.10% | +239+3.9% | Added |
| West Oak Capital, LLC | 6,292 | $378.9K | 0.18% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 6,294 | $379.0K | 0.30% | +97+1.6% | Added |
| Sand Hill Global Advisors, LLC | 6,304 | $379.6K | 0.02% | +6+0.1% | Added |
| Jacobsen Capital Management | 6,308 | $379.9K | 0.20% | +526+9.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,308 | $379.9K | 0.13% | −289−4.4% | Reduced |
| Landaas & Co | 6,332 | $381.0K | 0.17% | −170−2.6% | Reduced |
| Vista Wealth Management Group, LLC | 6,327 | $381.0K | 0.04% | +139+2.2% | Added |
| Simon Quick Advisors, LLC | 6,354 | $382.6K | 0.04% | +403+6.8% | Added |
| Becker Capital Management Inc | 6,307 | $382.8K | 0.01% | +900+16.6% | Added |
| 3Chopt Investment Partners, LLC | 6,293 | $383.5K | 0.19% | −8,631−57.8% | Reduced |
| Beacon Financial Strategies CORP | 6,411 | $386.1K | 0.32% | 00.0% | Unchanged |
| Union Savings Bank | 6,235 | $386.1K | 0.23% | +6,235 | New |
| Brown Shipley& Co Ltd | 6,412 | $386.1K | 0.16% | −63−1.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 6,450 | $388.4K | 0.27% | −200−3.0% | Reduced |
| Trust Co | 6,450 | $388.4K | 0.06% | +309+5.0% | Added |
| Cary Street Partners Asset Management LLC | 6,454 | $388.7K | 0.07% | +482+8.1% | Added |
| Thompson Davis & Co., Inc. | 6,455 | $388.7K | 0.44% | −525−7.5% | Reduced |
| Donoghue Forlines LLC | 6,458 | $388.9K | 0.12% | −1,226−16.0% | Reduced |
| E Fund Management Co., Ltd. | 6,500 | $391.0K | 0.03% | −750−10.3% | Reduced |
| Johnson Bixby & Associates, LLC | 6,497 | $391.2K | 0.08% | +142+2.2% | Added |
| Fulcrum Capital LLC | 6,500 | $391.4K | 0.10% | −304−4.5% | Reduced |
| TKG Advisors, LLC | 6,500 | $391.4K | 0.25% | +912+16.3% | Added |
| Sterneck Capital Management, LLC | 6,505 | $391.7K | 0.24% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 6,520 | $392.6K | 0.34% | +283+4.5% | Added |
| Granite Investment Partners, LLC | 6,529 | $393.2K | 0.02% | 00.0% | Unchanged |
| Camden National Bank | 6,532 | $393.4K | 0.08% | −379−5.5% | Reduced |
| WealthPLAN Partners, LLC | 6,551 | $394.5K | 0.06% | −880−11.8% | Reduced |
| Barings LLC | 6,558 | $394.9K | 0.01% | +966+17.3% | Added |
| Provence Wealth Management Group | 6,559 | $395.0K | 0.23% | −2,326−26.2% | Reduced |
| Mezzasalma Advisors, LLC | 6,565 | $395.3K | 0.24% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 6,567 | $395.5K | 0.04% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 6,374 | $396.8K | 0.08% | −50−0.8% | Reduced |
| Cable Hill Partners, LLC | 6,551 | $397.5K | 0.05% | −63−1.0% | Reduced |
| Seven Springs Wealth Group, LLC | 6,614 | $398.3K | 0.19% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 6,631 | $399.0K | 0.05% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 6,653 | $400.6K | 0.16% | −200−2.9% | Reduced |
| Ascent Wealth Partners, LLC | 6,659 | $401.0K | 0.07% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 6,664 | $401.3K | 0.28% | +1,508+29.2% | Added |
| SignalPoint Asset Management, LLC | 6,666 | $401.4K | 0.12% | −120−1.8% | Reduced |
| Wallace Advisory Group, LLC | 6,478 | $401.8K | 0.31% | 00.0% | Unchanged |
| Dillon & Associates Inc | 6,724 | $403.0K | 0.07% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 6,698 | $403.4K | 0.16% | +1,292+23.9% | Added |
| Warner Financial, Inc | 6,705 | $404.0K | 0.26% | −2,702−28.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 6,711 | $404.1K | 0.14% | −800−10.7% | Reduced |
| Annex Advisory Services, LLC | 6,723 | $404.9K | 0.02% | +6+0.1% | Added |
| Oak Asset Management, LLC | 6,733 | $405.5K | 0.17% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 6,752 | $406.6K | 0.21% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 6,762 | $407.2K | 0.18% | −200−2.9% | Reduced |
| Family Management Corp | 6,768 | $407.6K | 0.09% | −449−6.2% | Reduced |
| Parisi Gray Wealth Management | 6,607 | $409.8K | 0.19% | +170+2.6% | Added |
| Wealth Architects, LLC | 6,809 | $410.1K | 0.07% | −267−3.8% | Reduced |
| ML & R Wealth Management LLC | 6,815 | $410.4K | 0.09% | −7−0.1% | Reduced |
| TLWM | 6,817 | $410.5K | 0.12% | +6,817 | New |
| Delta Investment Management, LLC | 6,821 | $410.8K | 0.11% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,773 | $411.0K | 0.08% | +1,760+35.1% | Added |
| Larson Financial Group LLC | 6,830 | $411.3K | 0.04% | +538+8.6% | Added |
| Institute for Wealth Management, LLC. | 6,836 | $411.7K | 0.07% | +30.0% | Added |
| Cascade Investment Group, Inc. | 6,837 | $411.7K | 0.38% | −235−3.3% | Reduced |
| Garrett Investment Advisors LLC | 6,847 | $412.4K | 0.06% | +2,338+51.9% | Added |
| TD Capital Management LLC | 6,868 | $413.6K | 0.05% | +47+0.7% | Added |
| Prentiss Smith & Co Inc | 6,877 | $414.1K | 0.31% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 6,684 | $414.6K | 0.22% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 6,900 | $415.5K | 0.24% | +900+15.0% | Added |
| Rock Creek Group, LP | 6,904 | $415.8K | 0.06% | +1,697+32.6% | Added |
| Legacy Bridge, LLC | 6,905 | $415.8K | 0.28% | +400+6.1% | Added |
| Peoples Bank | 6,915 | $416.4K | 0.25% | +1,122+19.4% | Added |
| Revisor Wealth Management LLC | 6,938 | $417.8K | 0.37% | −320−4.4% | Reduced |
| Latitude Advisors, LLC | 6,940 | $417.9K | 0.29% | +2,798+67.6% | Added |
| Northside Capital Management, LLC | 6,945 | $418.2K | 0.14% | +23+0.3% | Added |
| RWM Asset Management, LLC | 6,704 | $418.6K | 0.08% | −1,492−18.2% | Reduced |
| PFG Private Wealth Management, LLC | 6,963 | $419.3K | 0.25% | +126+1.8% | Added |
| Provident Wealth Management, LLC | 6,982 | $420.5K | 0.21% | −152−2.1% | Reduced |
| M. Kraus & Co | 6,990 | $420.9K | 0.14% | −227−3.1% | Reduced |
| Archetype Wealth Partners | 7,005 | $422.0K | 0.08% | −25−0.4% | Reduced |
| Carlson Capital Management | 7,008 | $422.0K | 0.03% | −4,161−37.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,984 | $423.8K | 0.03% | −33−0.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,047 | $424.4K | 0.19% | −45−0.6% | Reduced |
| FirstPurpose Wealth LLC | 7,048 | $424.4K | 0.18% | +116+1.7% | Added |
| Harvest Volatility Management LLC | 7,059 | $425.1K | 0.09% | −131−1.8% | Reduced |
| Gyroscope Capital Management Group, LLC | 7,063 | $425.3K | 0.10% | +7,063 | New |
| Gibson Capital, LLC | 7,065 | $425.5K | 0.11% | +27+0.4% | Added |
| Foster Victor Wealth Advisors, LLC | 6,977 | $425.8K | 0.05% | −743−9.6% | Reduced |
| Vestor Capital, LLC | 7,098 | $427.0K | 0.05% | −405−5.4% | Reduced |
| Liberty Wealth Management LLC | 7,102 | $427.7K | 0.11% | +77+1.1% | Added |
| SRB Corp | 7,107 | $428.0K | 0.03% | +1,035+17.0% | Added |
| Birinyi Associates Inc | 7,102 | $428.0K | 0.16% | −393−5.2% | Reduced |
| KWMG, LLC | 7,111 | $428.2K | 0.05% | −243−3.3% | Reduced |
| Abner Herrman & Brock LLC | 7,127 | $429.0K | 0.06% | −97−1.3% | Reduced |