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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 131,818 | $7.90M | 0.77% | −822−0.6% | Reduced |
| Saratoga Research & Investment Management | 131,163 | $7.90M | 0.36% | −2,486−1.9% | Reduced |
| Atwater Malick LLC | 129,684 | $7.81M | 3.34% | +3,373+2.7% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 129,060 | $7.77M | 0.25% | −129−0.1% | Reduced |
| AMG National Trust Bank | 128,450 | $7.74M | 0.26% | −829−0.6% | Reduced |
| Jensen Investment Management Inc | 128,263 | $7.72M | 0.06% | −460−0.4% | Reduced |
| Rice Partnership, LLC | 128,005 | $7.71M | 2.11% | −934−0.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 127,696 | $7.69M | 0.80% | +18,183+16.6% | Added |
| Azimuth Capital Investment Management LLC | 127,602 | $7.68M | 0.37% | −1,000−0.8% | Reduced |
| Tikehau Investment Management | 126,821 | $7.64M | 4.51% | −21,688−14.6% | Reduced |
| Trustmark National Bank Trust Department | 125,807 | $7.58M | 0.70% | −36,206−22.3% | Reduced |
| Motco | 125,456 | $7.55M | 0.49% | −1,018−0.8% | Reduced |
| Artemis Investment Management LLP | 125,441 | $7.54M | 0.10% | −5,280−4.0% | Reduced |
| Wesleyan Assurance Society | 125,000 | $7.53M | 0.80% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 124,438 | $7.49M | 0.98% | −2,035−1.6% | Reduced |
| Equitable Trust Co | 123,520 | $7.44M | 0.57% | −105−0.1% | Reduced |
| Everett Harris & Co | 123,232 | $7.42M | 0.11% | −138−0.1% | Reduced |
| Massmutual Trust Co FSB | 122,845 | $7.40M | 0.27% | +20,660+20.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 122,772 | $7.39M | 0.19% | +429+0.4% | Added |
| Gluskin Sheff & Assoc Inc | 122,483 | $7.38M | 0.45% | −18,856−13.3% | Reduced |
| Vinva Investment Management Ltd | 122,891 | $7.38M | 0.65% | −16,956−12.1% | Reduced |
| Integrated Wealth Concepts LLC | 122,398 | $7.37M | 0.13% | +7,250+6.3% | Added |
| Empirical Finance, LLC | 121,917 | $7.34M | 0.57% | +13,427+12.4% | Added |
| Prio Wealth Limited Partnership | 121,498 | $7.32M | 0.26% | −300−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 120,903 | $7.28M | 0.06% | +114,988+1,944.0% | Added |
| Moors & Cabot, Inc. | 120,609 | $7.26M | 0.48% | −1,834−1.5% | Reduced |
| Baxter Bros Inc | 120,414 | $7.25M | 1.08% | −600−0.5% | Reduced |
| Andra AP-fonden | 118,400 | $7.13M | 0.18% | −3,000−2.5% | Reduced |
| Hennessy Advisors Inc | 117,700 | $7.09M | 0.51% | −5,300−4.3% | Reduced |
| Jarislowsky, Fraser Ltd | 117,608 | $7.08M | 0.04% | −1,065−0.9% | Reduced |
| ABN AMRO Bank N.V. | 117,041 | $7.08M | 0.14% | −197−0.2% | Reduced |
| Fiduciary Group LLC | 117,515 | $7.08M | 0.87% | +260.0% | Added |
| Soltis Investment Advisors LLC | 117,213 | $7.06M | 0.82% | +9,991+9.3% | Added |
| Allen Investment Management LLC | 117,065 | $7.05M | 0.10% | −71−0.1% | Reduced |
| BerganKDV Wealth Management, LLC | 116,735 | $7.03M | 0.70% | +2,661+2.3% | Added |
| Reik & Co., LLC | 116,719 | $7.03M | 1.94% | −1,020−0.9% | Reduced |
| Strategic Advisors LLC | 116,600 | $7.02M | 1.34% | −903−0.8% | Reduced |
| Crestwood Advisors Group LLC | 116,428 | $7.01M | 0.22% | −42,618−26.8% | Reduced |
| Boston Private Wealth LLC | 116,340 | $7.01M | 0.13% | −22,437−16.2% | Reduced |
| Anchor Investment Management, LLC | 116,042 | $6.99M | 0.89% | +8,480+7.9% | Added |
| Thomasville National Bank | 115,594 | $6.96M | 0.66% | +650+0.6% | Added |
| Salem Investment Counselors Inc | 114,203 | $6.92M | 0.25% | −124−0.1% | Reduced |
| Montecito Bank & Trust | 113,937 | $6.86M | 1.56% | −1,950−1.7% | Reduced |
| Rodgers Brothers Inc. | 113,782 | $6.85M | 1.21% | +2,909+2.6% | Added |
| Coldstream Capital Management Inc | 113,074 | $6.81M | 0.22% | −2,212−1.9% | Reduced |
| Viking Fund Management LLC | 113,000 | $6.80M | 1.29% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 112,453 | $6.77M | 0.27% | +54,293+93.4% | Added |
| Monarch Capital Management Inc | 111,289 | $6.74M | 2.04% | −1,060−0.9% | Reduced |
| Exencial Wealth Advisors, LLC | 111,105 | $6.69M | 0.31% | −333−0.3% | Reduced |
| Dearborn Partners LLC | 110,959 | $6.68M | 0.26% | −773−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 110,947 | $6.68M | 0.27% | −359−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 110,668 | $6.66M | 0.15% | +7,734+7.5% | Added |
| Atticus Wealth Management, LLC | 109,793 | $6.61M | 2.44% | −246−0.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 109,697 | $6.61M | 1.59% | 00.0% | Unchanged |
| Wedbush Securities Inc | 109,389 | $6.59M | 0.31% | −10,693−8.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 109,131 | $6.57M | 0.22% | +838+0.8% | Added |
| Northwest Bancshares, Inc. | 109,028 | $6.57M | 1.19% | +2,391+2.2% | Added |
| Birch Hill Investment Advisors LLC | 108,744 | $6.55M | 0.38% | −300.0% | Reduced |
| ProVise Management Group, LLC | 108,503 | $6.53M | 0.59% | −8,614−7.4% | Reduced |
| Bogart Wealth, LLC | 107,820 | $6.49M | 0.41% | +4,288+4.1% | Added |
| Haverford Financial Services, Inc. | 107,774 | $6.49M | 1.93% | −351−0.3% | Reduced |
| Stonebridge Capital Management Inc | 107,388 | $6.47M | 3.01% | −6,813−6.0% | Reduced |
| Clearstead Advisors, LLC | 107,286 | $6.46M | 0.39% | +5,063+5.0% | Added |
| Wetherby Asset Management Inc | 107,135 | $6.45M | 0.35% | −5,751−5.1% | Reduced |
| Sonora Investment Management Group, LLC | 107,068 | $6.45M | 0.54% | −3,255−3.0% | Reduced |
| German American Bancorp, Inc. | 106,509 | $6.41M | 0.90% | +796+0.8% | Added |
| Lynch & Associates | 105,400 | $6.35M | 1.62% | −936−0.9% | Reduced |
| Bailard, Inc. | 105,188 | $6.33M | 0.22% | −8,101−7.2% | Reduced |
| Bull Street Advisors, LLC | 104,662 | $6.30M | 3.23% | −1,777−1.7% | Reduced |
| Destination Wealth Management | 104,274 | $6.28M | 0.23% | −464−0.4% | Reduced |
| Daymark Wealth Partners, LLC | 103,475 | $6.23M | 0.46% | +35,736+52.8% | Added |
| Visionary Wealth Advisors | 102,111 | $6.15M | 0.49% | −377−0.4% | Reduced |
| Ahl Investment Management, Inc. | 101,634 | $6.12M | 5.44% | −1,545−1.5% | Reduced |
| Bank of Hawaii | 101,540 | $6.11M | 0.34% | +345+0.3% | Added |
| RSM US Wealth Management LLC | 100,606 | $6.10M | 0.21% | −17,996−15.2% | Reduced |
| Integrated Advisors Network LLC | 101,329 | $6.10M | 0.35% | +23,804+30.7% | Added |
| Cohen Klingenstein LLC | 101,200 | $6.09M | 0.26% | 00.0% | Unchanged |
| Sigma Planning Corp | 101,110 | $6.09M | 0.22% | −16,168−13.8% | Reduced |
| Pacific Global Investment Management CO | 100,602 | $6.06M | 1.25% | +3,232+3.3% | Added |
| Cornerstone Wealth Management, LLC | 100,437 | $6.05M | 0.54% | +1,753+1.8% | Added |
| Martin Capital Partners, LLC | 100,149 | $6.03M | 2.45% | −2,187−2.1% | Reduced |
| RBF Capital, LLC | 100,000 | $6.02M | 0.38% | 00.0% | Unchanged |
| Bislett Management, LLC | 100,000 | $6.02M | 3.90% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 99,999 | $6.02M | 0.30% | −649−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 99,863 | $6.01M | 0.39% | +707+0.7% | Added |
| Walleye Trading LLC | 99,617 | $6.00M | 0.31% | +99,617 | New |
| BCM Advisors, LLC | 99,336 | $5.99M | 1.61% | 00.0% | Unchanged |
| Auxier Asset Management | 99,338 | $5.98M | 0.99% | −85−0.1% | Reduced |
| City Holding Co | 99,083 | $5.97M | 1.03% | −1,573−1.6% | Reduced |
| Allen Operations LLC | 99,054 | $5.97M | 1.32% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 98,889 | $5.96M | 0.96% | +476+0.5% | Added |
| Moreno Evelyn V | 97,614 | $5.88M | 1.26% | −1,948−2.0% | Reduced |
| Covea Finance | 97,500 | $5.87M | 0.32% | 00.0% | Unchanged |
| Windle Wealth, LLC | 96,668 | $5.82M | 4.20% | +647+0.7% | Added |
| Valeo Financial Advisors, LLC | 125,257 | $5.81M | 0.27% | −392−0.3% | Reduced |
| Balentine LLC | 96,204 | $5.79M | 0.19% | +6,207+6.9% | Added |
| Pallas Capital Advisors LLC | 95,184 | $5.79M | 0.26% | +83,590+721.0% | Added |
| Stolper Co | 96,057 | $5.79M | 2.44% | −730−0.8% | Reduced |
| Twin Capital Management Inc | 95,670 | $5.76M | 0.75% | +15,957+20.0% | Added |
| Addenda Capital Inc. | 94,848 | $5.76M | 0.24% | −350.0% | Reduced |