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 |
|---|---|---|---|---|---|
| Brookfield Asset Management Inc. | 8,227 | $495.4K | 0.00% | −141,474−94.5% | Reduced |
| Glassman Wealth Services | 8,245 | $496.5K | 0.08% | +284+3.6% | Added |
| Sandbar Asset Management LLP | 8,260 | $497.0K | 1.36% | −3,955−32.4% | Reduced |
| Girard Partners Ltd. | 8,253 | $497.0K | 0.05% | +8+0.1% | Added |
| First American Bank | 8,259 | $497.4K | 0.04% | −557−6.3% | Reduced |
| Geller Advisors LLC | 8,198 | $497.4K | 0.06% | +1,360+19.9% | Added |
| Bienville Capital Management, LLC | 8,200 | $497.6K | 0.19% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 8,300 | $499.8K | 0.03% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,321 | $501.0K | 0.11% | −329−3.8% | Reduced |
| Amplius Wealth Advisors, LLC | 8,324 | $501.3K | 0.07% | −283−3.3% | Reduced |
| Laraway Financial Inc | 8,334 | $501.9K | 0.50% | −607−6.8% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 8,335 | $501.9K | 0.24% | +618+8.0% | Added |
| Nadler Financial Group, Inc. | 8,341 | $502.3K | 0.07% | −50−0.6% | Reduced |
| Terril Brothers, Inc. | 8,371 | $504.1K | 0.22% | +428+5.4% | Added |
| Wealth Dimensions Group, Ltd. | 8,373 | $504.2K | 0.18% | +547+7.0% | Added |
| Legacy Wealth Management, LLC | 8,400 | $505.8K | 0.25% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 8,402 | $506.0K | 0.15% | −954−10.2% | Reduced |
| Paragon Capital Management Ltd | 8,404 | $506.1K | 0.11% | +9+0.1% | Added |
| Navellier & Associates Inc | 8,410 | $506.4K | 0.10% | −37−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,443 | $508.4K | 0.17% | −801−8.7% | Reduced |
| Elgethun Capital Management | 8,443 | $508.4K | 0.15% | −229−2.6% | Reduced |
| Horst & Graben Wealth Management LLC | 8,472 | $510.0K | 0.12% | +46+0.5% | Added |
| Mission Creek Capital Partners, Inc. | 8,470 | $510.1K | 0.16% | −714−7.8% | Reduced |
| SOA Wealth Advisors, LLC. | 8,475 | $510.4K | 0.12% | +14+0.2% | Added |
| S.A. Mason LLC | 8,238 | $511.0K | 0.37% | 00.0% | Unchanged |
| First National Advisers, LLC | 8,490 | $511.0K | 0.47% | −987−10.4% | Reduced |
| Benedetti & Gucer, Inc. | 8,501 | $511.0K | 0.26% | −183−2.1% | Reduced |
| 360 Financial, Inc. | 8,490 | $511.3K | 0.26% | −78−0.9% | Reduced |
| ERTS Wealth Advisors, LLC | 8,494 | $511.5K | 0.12% | −62−0.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,496 | $511.6K | 0.47% | +8,496 | New |
| Lombard Odier Asset Management (USA) Corp | 8,500 | $511.9K | 0.06% | +8,500 | New |
| Strait & Sound Wealth Management LLC | 8,537 | $514.1K | 0.51% | −369−4.1% | Reduced |
| Mattern Wealth Management LLC | 8,541 | $514.3K | 0.15% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 8,558 | $515.4K | 0.35% | +1,193+16.2% | Added |
| Affinity Capital Advisors, LLC | 8,562 | $515.6K | 0.14% | −552−6.1% | Reduced |
| Cullen Capital Management LLC | 8,569 | $516.0K | 0.00% | +680+8.6% | Added |
| Transatlantique Private Wealth LLC | 8,597 | $517.7K | 0.27% | −102−1.2% | Reduced |
| Five Oceans Advisors | 8,598 | $517.8K | 0.33% | +167+2.0% | Added |
| Silver Oak Securities, Inc | 8,608 | $518.0K | 0.08% | +917+11.9% | Added |
| Lodestone Wealth Management LLC | 8,605 | $518.2K | 0.36% | −194−2.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,615 | $519.0K | 0.23% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 8,622 | $519.2K | 0.13% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,584 | $520.6K | 0.10% | −35−0.4% | Reduced |
| Beacon Financial Advisory LLC | 8,648 | $520.8K | 0.30% | −398−4.4% | Reduced |
| Pettee Investors, Inc. | 8,682 | $522.8K | 0.24% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 8,695 | $523.8K | 0.09% | +297+3.5% | Added |
| Strategic Financial Services, Inc, | 8,619 | $526.3K | 0.04% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 8,749 | $526.9K | 0.39% | −180−2.0% | Reduced |
| Connecticut Wealth Management, LLC | 8,767 | $527.9K | 0.04% | +190+2.2% | Added |
| Heartland Bank & Trust Co | 8,780 | $528.7K | 0.41% | −933−9.6% | Reduced |
| Apella Capital, LLC | 8,784 | $528.9K | 0.04% | +8,784 | New |
| Firestone Capital Management | 8,699 | $529.0K | 0.17% | +92+1.1% | Added |
| CTC Alternative Strategies, Ltd. | 8,800 | $529.9K | 0.66% | +8,800 | New |
| Round Rock Advisors, LLC | 8,813 | $530.7K | 0.19% | +204+2.4% | Added |
| Carolinas Wealth Consulting LLC | 40,525 | $530.8K | 0.11% | −32−0.1% | Reduced |
| Monograph Wealth Advisors, LLC | 8,754 | $531.2K | 0.11% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 8,842 | $532.5K | 0.07% | +551+6.6% | Added |
| Ti-Trust, Inc | 8,843 | $532.5K | 0.49% | +125+1.4% | Added |
| Garde Capital, Inc. | 8,847 | $533.0K | 0.04% | +8,847 | New |
| First National Corp | 8,852 | $533.0K | 0.13% | +40.0% | Added |
| Investors Research Corp | 8,873 | $534.3K | 0.13% | +2,549+40.3% | Added |
| Amica Retiree Medical Trust | 8,877 | $535.0K | 0.60% | −567−6.0% | Reduced |
| Buckingham Strategic Partners | 8,908 | $536.5K | 0.03% | +68+0.8% | Added |
| Chesapeake Asset Management LLC | 8,914 | $536.8K | 0.48% | −468−5.0% | Reduced |
| Aviance Capital Partners, LLC | 8,929 | $537.7K | 0.11% | +65+0.7% | Added |
| Israel Discount Bank of New York | 8,951 | $539.0K | 0.43% | −1,193−11.8% | Reduced |
| Arvest Trust Co N A | 8,709 | $539.3K | 0.03% | −585−6.3% | Reduced |
| Semus Wealth Partners LLC | 8,959 | $539.5K | 0.50% | +656+7.9% | Added |
| Capasso Planning Partners LLC | 8,975 | $540.5K | 0.29% | −2,335−20.6% | Reduced |
| Cambridge Advisors Inc. | 8,985 | $541.1K | 0.14% | −1,646−15.5% | Reduced |
| Accredited Investors Inc. | 8,996 | $541.7K | 0.04% | −954−9.6% | Reduced |
| First United Bank Trust | 8,997 | $541.8K | 0.24% | +200+2.3% | Added |
| Camden Capital, LLC | 9,022 | $543.3K | 0.06% | +940+11.6% | Added |
| Tucker Asset Management LLC | 9,052 | $545.1K | 0.16% | +4,749+110.4% | Added |
| Cassaday & Co Wealth Management LLC | 9,056 | $545.4K | 0.02% | −1,105−10.9% | Reduced |
| Middleton & Co Inc | 9,075 | $546.5K | 0.07% | −1,000−9.9% | Reduced |
| Harbor Advisory Corp | 9,130 | $549.8K | 0.19% | +306+3.5% | Added |
| Alan B. Lancz & Associates, Inc. | 9,150 | $551.0K | 0.59% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,170 | $552.2K | 0.09% | +5+0.1% | Added |
| Detalus Advisors, LLC | 9,193 | $553.6K | 0.25% | −320−3.4% | Reduced |
| Notis-McConarty Edward | 9,200 | $554.0K | 0.21% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 9,223 | $555.4K | 0.55% | 00.0% | Unchanged |
| Searle & Co. | 8,975 | $555.8K | 0.17% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 9,235 | $556.1K | 0.38% | −95−1.0% | Reduced |
| Wall Street Access Asset Management, LLC | 9,237 | $556.3K | 0.32% | +2,000+27.6% | Added |
| King Wealth | 9,270 | $558.0K | 0.11% | +16+0.2% | Added |
| Indie Asset Partners, LLC | 9,270 | $558.3K | 0.61% | +50+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 9,272 | $558.3K | 0.06% | −19−0.2% | Reduced |
| Jeppson Wealth Management, LLC | 9,277 | $558.7K | 0.24% | −405−4.2% | Reduced |
| Almanack Investment Partners, LLC. | 9,316 | $561.0K | 0.10% | −25−0.3% | Reduced |
| Colonial River Wealth Management, LLC | 9,318 | $561.1K | 0.37% | −1,035−10.0% | Reduced |
| Financial Management Professionals, Inc. | 9,328 | $562.0K | 0.09% | +522+5.9% | Added |
| Stockman Wealth Management, Inc. | 9,345 | $562.8K | 0.12% | −101−1.1% | Reduced |
| Front Barnett Associates LLC | 9,351 | $563.0K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 9,355 | $563.4K | 0.11% | −805−7.9% | Reduced |
| Alera Investment Advisors, LLC | 9,359 | $563.6K | 0.12% | +346+3.8% | Added |
| Ferguson Shapiro LLC | 9,363 | $563.8K | 0.37% | +473+5.3% | Added |
| Prudent Man Advisors, LLC | 9,418 | $567.0K | 0.21% | −163−1.7% | Reduced |
| One Day In July LLC | 9,422 | $567.4K | 0.10% | −3,300−25.9% | Reduced |
| Richwood Investment Advisors, LLC | 9,433 | $568.0K | 0.55% | +47+0.5% | Added |