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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 7,135 | $429.7K | 0.25% | −564−7.3% | Reduced |
| Financial Advisory Group | 7,146 | $430.3K | 0.09% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 7,147 | $430.4K | 0.15% | +397+5.9% | Added |
| Herold Advisors, Inc. | 7,148 | $430.4K | 0.13% | −1,004−12.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,153 | $430.7K | 0.03% | −71−1.0% | Reduced |
| Holistic Financial Partners | 7,162 | $431.3K | 0.30% | −476−6.2% | Reduced |
| Mystic Asset Management, Inc. | 7,163 | $431.4K | 0.23% | −350−4.7% | Reduced |
| Iron Financial, LLC | 7,186 | $432.7K | 0.23% | −66−0.9% | Reduced |
| Blue Barn Wealth, LLC | 7,202 | $433.7K | 0.28% | −350−4.6% | Reduced |
| McAdam, LLC | 7,204 | $433.8K | 0.04% | +462+6.9% | Added |
| Sound Income Strategies, LLC | 7,210 | $434.2K | 0.04% | −107−1.5% | Reduced |
| Front Street Capital Management, Inc. | 7,222 | $435.0K | 0.09% | −200−2.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,228 | $435.3K | 0.06% | +50+0.7% | Added |
| Norwood Financial Corp | 7,235 | $435.7K | 0.65% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 7,236 | $435.7K | 0.28% | +30.0% | Added |
| Cardiff Park Advisors, LLC | 7,237 | $435.8K | 0.05% | −384−5.0% | Reduced |
| CWA Asset Management Group, LLC | 7,238 | $435.9K | 0.03% | +485+7.2% | Added |
| Revolve Wealth Partners, LLC | 7,240 | $436.0K | 0.10% | −245−3.3% | Reduced |
| Linker Capital Management Inc. | 7,240 | $436.0K | 0.46% | −2,820−28.0% | Reduced |
| Morris Financial Concepts, Inc. | 7,246 | $436.3K | 0.28% | −6−0.1% | Reduced |
| Klingman & Associates, LLC | 7,246 | $436.4K | 0.04% | +575+8.6% | Added |
| Matthew Goff Investment Advisor, LLC | 7,252 | $436.7K | 0.10% | −58−0.8% | Reduced |
| Ssi Investment Management LLC | 7,283 | $438.6K | 0.03% | −990−12.0% | Reduced |
| X-Square Capital, LLC | 7,330 | $441.0K | 0.30% | −911−11.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 7,327 | $441.0K | 0.33% | +852+13.2% | Added |
| Hoxton Planning & Management, LLC | 7,335 | $441.7K | 0.27% | +67+0.9% | Added |
| Pegasus Partners Ltd. | 7,338 | $441.9K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7,343 | $442.2K | 0.10% | +714+10.8% | Added |
| Hollow Brook Wealth Management LLC | 7,289 | $442.3K | 0.19% | −595−7.5% | Reduced |
| Redwood Financial Network Corp | 7,363 | $443.4K | 0.42% | −4−0.1% | Reduced |
| RW Investment Management LLC | 7,372 | $443.9K | 0.09% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 7,374 | $444.0K | 0.40% | −2,133−22.4% | Reduced |
| Doheny Asset Management | 7,373 | $444.0K | 0.38% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 7,379 | $444.4K | 1.23% | −72−1.0% | Reduced |
| Ellenbecker Investment Group | 7,411 | $445.0K | 0.11% | +180+2.5% | Added |
| SNS Financial Group, LLC | 7,334 | $445.0K | 0.06% | +16+0.2% | Added |
| Charter Oak Capital Management, LLC | 7,392 | $445.2K | 0.06% | +409+5.9% | Added |
| Riverbridge Partners LLC | 7,404 | $445.9K | 0.01% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 7,420 | $446.8K | 0.28% | +7,420 | New |
| Capital Square, LLC | 7,421 | $446.9K | 0.41% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 7,428 | $447.3K | 0.11% | −18−0.2% | Reduced |
| FSA Wealth Management LLC | 7,429 | $447.4K | 0.24% | +30+0.4% | Added |
| Consolidated Portfolio Review Corp | 7,449 | $448.6K | 0.11% | +21+0.3% | Added |
| Davis Investment Partners, LLC | 7,202 | $449.3K | 0.21% | −55−0.8% | Reduced |
| ELCO Management Co., LLC | 7,467 | $449.7K | 0.33% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 7,485 | $450.7K | 0.35% | +208+2.9% | Added |
| Avitas Wealth Management LLC | 7,522 | $453.0K | 0.08% | −96−1.3% | Reduced |
| First National Bank | 7,593 | $457.3K | 0.38% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7,552 | $457.5K | 0.23% | −115−1.5% | Reduced |
| Hedges Asset Management LLC | 7,600 | $457.7K | 0.39% | 00.0% | Unchanged |
| MEMBERS Trust Co | 7,610 | $458.3K | 0.01% | +7,610 | New |
| Aft, Forsyth & Company, Inc. | 7,624 | $459.1K | 0.33% | +125+1.7% | Added |
| Marotta Asset Management | 7,629 | $459.4K | 0.10% | +7,629 | New |
| Ten Capital Wealth Advisors, LLC | 7,584 | $460.0K | 0.13% | +4,000+111.6% | Added |
| Canal Capital Management, LLC | 7,652 | $460.8K | 0.09% | +7+0.1% | Added |
| Sanders Morris Harris LLC | 7,681 | $462.6K | 0.10% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 7,692 | $463.2K | 0.06% | −100−1.3% | Reduced |
| Montz Harcus Wealth Management LLC | 7,703 | $463.8K | 0.38% | +148+2.0% | Added |
| Retirement Planning Co of New England, Inc. | 7,706 | $464.1K | 0.27% | +14+0.2% | Added |
| Schear Investment Advisers, LLC | 7,733 | $465.7K | 0.49% | +1,753+29.3% | Added |
| Olistico Wealth, LLC | 7,733 | $465.7K | 0.40% | −3,840−33.2% | Reduced |
| TFB Advisors LLC | 7,734 | $465.7K | 0.20% | +7,734 | New |
| Gould Asset Management LLC | 7,741 | $466.2K | 0.13% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 7,750 | $466.7K | 0.64% | −253−3.2% | Reduced |
| Ellis Investment Partners, LLC | 7,758 | $467.2K | 0.11% | +219+2.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,775 | $468.2K | 0.20% | +71+0.9% | Added |
| Symmetry Investments LP | 7,791 | $469.2K | 0.14% | +2,291+41.7% | Added |
| Kelly Lawrence W & Associates Inc | 7,683 | $470.6K | 0.12% | −1,600−17.2% | Reduced |
| Chapin Davis, Inc. | 7,827 | $471.3K | 0.22% | +145+1.9% | Added |
| Overbrook Management Corp | 7,830 | $471.5K | 0.11% | −200−2.5% | Reduced |
| 180 Wealth Advisors, LLC | 7,786 | $471.7K | 0.10% | −999−11.4% | Reduced |
| Goldstream Capital Management Ltd | 7,810 | $472.8K | 0.35% | +2,546+48.4% | Added |
| Cedrus LLC | 7,852 | $472.9K | 0.33% | +274+3.6% | Added |
| Kapstone Financial Advisors LLC | 7,671 | $473.8K | 0.39% | +108+1.4% | Added |
| KC Investment Advisors, LLC | 7,889 | $475.1K | 0.32% | +2,608+49.4% | Added |
| Diversified, LLC | 7,889 | $475.1K | 0.12% | −96−1.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 7,891 | $475.2K | 0.10% | 00.0% | Unchanged |
| Atom Investors LP | 7,899 | $475.7K | 0.18% | +1,124+16.6% | Added |
| Spirit of America Management Corp | 7,900 | $475.7K | 0.11% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 7,900 | $475.7K | 0.12% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,936 | $477.9K | 0.19% | −3,493−30.6% | Reduced |
| Fortress Wealth Group, LLC | 7,820 | $478.5K | 0.30% | +1,602+25.8% | Added |
| Resolute Wealth Strategies, LLC | 7,973 | $480.2K | 0.37% | +4+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 7,977 | $480.4K | 0.28% | +1,740+27.9% | Added |
| ABLE Financial Group, LLC | 8,021 | $483.0K | 0.25% | +713+9.8% | Added |
| Ullmann Financial Group, Inc. | 8,038 | $484.0K | 0.10% | +157+2.0% | Added |
| Wambolt & Associates, LLC | 8,046 | $484.5K | 0.17% | +249+3.2% | Added |
| Greenspring Advisors, LLC | 8,077 | $486.4K | 0.15% | −4,928−37.9% | Reduced |
| Gsa Capital Partners LLP | 8,092 | $487.0K | 0.05% | +3,824+89.6% | Added |
| Truadvice, LLC | 8,012 | $488.1K | 0.18% | −156−1.9% | Reduced |
| Addison Advisors LLC | 8,135 | $489.9K | 0.24% | +8+0.1% | Added |
| Lazard Freres Gestion S.A.S. | 8,170 | $490.0K | 0.02% | −1,064−11.5% | Reduced |
| Advisory Alpha, LLC | 8,150 | $490.9K | 0.03% | +1,618+24.8% | Added |
| Planning Center, Inc. | 8,174 | $492.2K | 0.13% | +208+2.6% | Added |
| Magnolia Capital Advisors LLC | 8,182 | $492.7K | 0.25% | −9−0.1% | Reduced |
| Pacitti Group Inc. | 8,135 | $493.3K | 0.35% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 8,147 | $493.5K | 0.12% | +336+4.3% | Added |
| Missouri Trust & Investment Co | 8,196 | $493.6K | 0.28% | +920+12.6% | Added |
| Prentice Wealth Management LLC | 8,217 | $494.8K | 0.22% | +1,463+21.7% | Added |
| Owen LaRue, LLC | 8,175 | $495.2K | 0.52% | −1,350−14.2% | Reduced |