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
- 2,888
- +28 vs. Q1 2023
- Shares held
- 3.04B
- +27.4K (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
- 1,176 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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Kanawha Capital Management LLC | 180,824 | $10.9M | 1.00% | −482−0.3% | Reduced |
| Griffin Asset Management, Inc. | 180,050 | $10.8M | 1.47% | −195−0.1% | Reduced |
| Hilton Capital Management, LLC | 179,987 | $10.8M | 1.30% | −3,057−1.7% | Reduced |
| First American Trust, FSB | 178,933 | $10.8M | 1.48% | −30,299−14.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 178,453 | $10.7M | 3.07% | −973−0.5% | Reduced |
| Massachusetts Financial Services Co | 177,946 | $10.7M | 0.00% | −3,715−2.0% | Reduced |
| Landscape Capital Management, L.L.C. | 177,184 | $10.7M | 1.40% | +177,184 | New |
| Logan Capital Management Inc | 176,326 | $10.6M | 0.51% | +7,308+4.3% | Added |
| Marble Harbor Investment Counsel, LLC | 175,491 | $10.6M | 1.33% | +600+0.3% | Added |
| Bard Financial Services, Inc. | 175,001 | $10.5M | 0.81% | −3,450−1.9% | Reduced |
| Ninety One SA (PTY) Ltd | 173,134 | $10.4M | 2.57% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 172,300 | $10.4M | 0.50% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 171,886 | $10.4M | 2.25% | +640.0% | Added |
| Sowell Financial Services LLC | 170,552 | $10.3M | 0.58% | +12,814+8.1% | Added |
| Ar Asset Management Inc | 171,780 | $10.3M | 2.78% | −100−0.1% | Reduced |
| Gotham Asset Management, LLC | 171,606 | $10.3M | 0.22% | +43,213+33.7% | Added |
| Weiss Asset Management LP | 171,400 | $10.3M | 1.31% | +49,200+40.3% | Added |
| Ergoteles LLC | 170,296 | $10.3M | 0.49% | +170,296 | New |
| Alps Advisors Inc | 170,183 | $10.2M | 0.09% | −1,691−1.0% | Reduced |
| Armstrong Henry H Associates Inc | 169,818 | $10.2M | 1.13% | −1,996−1.2% | Reduced |
| Metropolitan Life Insurance Co | 169,617 | $10.2M | 0.50% | −4,467−2.6% | Reduced |
| Oppenheimer & Co Inc | 169,019 | $10.2M | 0.20% | −10,432−5.8% | Reduced |
| Rockland Trust Co | 168,158 | $10.1M | 0.61% | −2,913−1.7% | Reduced |
| First Horizon Advisors, Inc. | 166,785 | $10.0M | 0.35% | −462−0.3% | Reduced |
| Greatmark Investment Partners, Inc. | 166,645 | $10.0M | 1.69% | +2,633+1.6% | Added |
| Exchange Traded Concepts, LLC | 165,787 | $9.98M | 0.25% | +154,687+1,393.6% | Added |
| Adams Diversified Equity Fund, Inc. | 165,700 | $9.98M | 0.42% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 165,696 | $9.98M | 0.10% | +1,743+1.1% | Added |
| Kestra Private Wealth Services, LLC | 165,446 | $9.96M | 0.34% | +14,505+9.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 165,144 | $9.94M | 0.47% | −1,239−0.7% | Reduced |
| Advisory Services Network, LLC | 165,085 | $9.94M | 0.26% | −16,485−9.1% | Reduced |
| Howe & Rusling Inc | 164,093 | $9.88M | 1.11% | −852−0.5% | Reduced |
| Cadinha & Co LLC | 163,301 | $9.83M | 1.79% | −3,799−2.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 163,159 | $9.83M | 2.86% | −2,664−1.6% | Reduced |
| KMG Fiduciary Partners, LLC | 160,172 | $9.65M | 1.25% | +15,389+10.6% | Added |
| Clarity Financial LLC | 159,735 | $9.62M | 1.43% | +159,735 | New |
| Clear Street LLC | 159,700 | $9.62M | 0.23% | +159,700 | New |
| Lido Advisors, LLC | 159,371 | $9.60M | 0.11% | +35,151+28.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 157,955 | $9.51M | 1.94% | +240+0.2% | Added |
| Richard Bernstein Advisors LLC | 155,000 | $9.33M | 0.20% | −10,889−6.6% | Reduced |
| United Capital Financial Advisers, LLC | 153,806 | $9.26M | 0.05% | −9,289−5.7% | Reduced |
| Bell Asset Management Ltd | 153,746 | $9.26M | 1.58% | −281−0.2% | Reduced |
| Metis Global Partners, LLC | 153,476 | $9.24M | 0.50% | −19,030−11.0% | Reduced |
| Sawtooth Solutions, LLC | 152,681 | $9.19M | 0.25% | +1,265+0.8% | Added |
| American Assets Investment Management, LLC | 150,060 | $9.04M | 1.01% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 149,457 | $9.00M | 0.66% | −2,726−1.8% | Reduced |
| Bleakley Financial Group, LLC | 147,869 | $8.90M | 0.28% | +13,633+10.2% | Added |
| GTS Securities LLC | 147,481 | $8.88M | 0.28% | +147,481 | New |
| Ninety One UK Ltd | 147,134 | $8.86M | 0.03% | −147,134−50.0% | Reduced |
| Berkshire Asset Management LLC | 147,021 | $8.85M | 0.53% | −198−0.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 146,906 | $8.85M | 0.13% | −3,953−2.6% | Reduced |
| Simmons Bank | 146,546 | $8.83M | 0.74% | −12,144−7.7% | Reduced |
| Socorro Asset Management LP | 146,419 | $8.82M | 3.73% | +16,411+12.6% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 159,000 | $8.78M | 1.36% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 144,432 | $8.76M | 1.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 144,908 | $8.73M | 0.33% | +14,618+11.2% | Added |
| Vestcor Inc | 144,649 | $8.71M | 0.32% | +27,701+23.7% | Added |
| Adell Harriman & Carpenter Inc | 143,244 | $8.68M | 0.88% | +3,067+2.2% | Added |
| Evercore Wealth Management, LLC | 143,984 | $8.67M | 0.16% | +26,579+22.6% | Added |
| Greystone Financial Group, LLC | 143,907 | $8.67M | 2.01% | −1,426−1.0% | Reduced |
| PFS Investments Inc. | 143,663 | $8.65M | 0.14% | +8,033+5.9% | Added |
| Gradient Investments LLC | 143,634 | $8.65M | 0.22% | +300+0.2% | Added |
| WESPAC Advisors SoCal, LLC | 143,624 | $8.65M | 2.96% | +20.0% | Added |
| Nicholas Company, Inc. | 143,590 | $8.65M | 0.17% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 143,071 | $8.62M | 0.64% | −3,305−2.3% | Reduced |
| Westpac Banking Corp | 142,840 | $8.60M | 0.61% | −344,360−70.7% | Reduced |
| Founders Capital Management, LLC | 142,776 | $8.60M | 1.92% | −3,432−2.3% | Reduced |
| Investment Management Corp of Ontario | 142,246 | $8.57M | 0.36% | −21,884−13.3% | Reduced |
| Bellecapital International Ltd. | 142,188 | $8.56M | 2.07% | −370−0.3% | Reduced |
| Alberta Investment Management Corp | 140,100 | $8.44M | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 139,717 | $8.41M | 0.63% | +1,228+0.9% | Added |
| Infusive Asset Management Inc. | 124,860 | $8.39M | 6.40% | −17,217−12.1% | Reduced |
| Ieq Capital, LLC | 138,856 | $8.36M | 0.17% | +8,790+6.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 138,357 | $8.33M | 2.44% | +3,096+2.3% | Added |
| First Citizens Bank & Trust Co | 138,266 | $8.33M | 0.15% | +27,812+25.2% | Added |
| Connors Investor Services Inc | 138,204 | $8.32M | 0.94% | −2,845−2.0% | Reduced |
| LaFleur & Godfrey LLC | 138,201 | $8.32M | 1.25% | −1,451−1.0% | Reduced |
| Horizon Investments, LLC | 138,062 | $8.31M | 0.24% | +6,317+4.8% | Added |
| Westfield Capital Management Co LP | 138,056 | $8.31M | 0.05% | +8,916+6.9% | Added |
| Greenleaf Trust | 137,967 | $8.31M | 0.09% | −2,326−1.7% | Reduced |
| Sky Investment Group LLC | 137,887 | $8.30M | 1.80% | −485−0.4% | Reduced |
| Consolidated Planning Corp | 137,603 | $8.29M | 1.74% | +3,160+2.4% | Added |
| Patton Albertson Miller Group, LLC | 137,132 | $8.26M | 1.60% | −4,309−3.0% | Reduced |
| Wealthspire Advisors, LLC | 136,750 | $8.24M | 0.13% | −317−0.2% | Reduced |
| Hutner Capital Management Inc | 136,561 | $8.22M | 4.81% | −2,103−1.5% | Reduced |
| Perigon Wealth Management, LLC | 136,330 | $8.21M | 0.32% | +64,191+89.0% | Added |
| Farmers & Merchants Investments Inc | 135,785 | $8.18M | 0.31% | +916+0.7% | Added |
| Jacobs & Co | 135,325 | $8.15M | 0.97% | −7,523−5.3% | Reduced |
| Community Bank, N.A. | 134,692 | $8.11M | 1.07% | −10,876−7.5% | Reduced |
| Stansberry Asset Management, LLC | 134,679 | $8.11M | 1.49% | +415+0.3% | Added |
| Shelton Capital Management | 134,264 | $8.09M | 0.29% | −22,800−14.5% | Reduced |
| Patten & Patten Inc | 134,148 | $8.08M | 0.67% | +6,107+4.8% | Added |
| TCTC Holdings, LLC | 134,024 | $8.07M | 0.32% | +1,211+0.9% | Added |
| Capital Investment Counsel, Inc | 132,830 | $8.00M | 1.55% | −1,167−0.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 132,769 | $8.00M | 0.09% | −844−0.6% | Reduced |
| Alyeska Investment Group, L.P. | 132,540 | $7.98M | 0.06% | −1,145,631−89.6% | Reduced |
| South Dakota Investment Council | 131,887 | $7.94M | 0.17% | −5,100−3.7% | Reduced |
| Centiva Capital, LP | 131,756 | $7.93M | 0.40% | +122,621+1,342.3% | Added |
| Ameritas Investment Partners, Inc. | 131,603 | $7.93M | 0.30% | −6,878−5.0% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 131,601 | $7.92M | 0.49% | +7,717+6.2% | Added |