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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 96,140 | $5.74M | 0.47% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 95,098 | $5.73M | 0.08% | +7,489+8.5% | Added |
| Westwood Holdings Group Inc. | 94,867 | $5.71M | 0.05% | −1,333−1.4% | Reduced |
| LGT Financial Advisors LLC | 94,609 | $5.70M | 6.08% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 93,292 | $5.69M | 0.26% | +8,396+9.9% | Added |
| Apollon Wealth Management, LLC | 94,390 | $5.68M | 0.27% | +15,614+19.8% | Added |
| Snowden Capital Advisors LLC | 94,372 | $5.68M | 0.20% | +3,465+3.8% | Added |
| Carnegie Capital Asset Management, LLC | 94,279 | $5.68M | 0.21% | −8,392−8.2% | Reduced |
| Foyston, Gordon, & Payne Inc | 93,720 | $5.64M | 1.48% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 93,691 | $5.64M | 1.90% | −1,961−2.1% | Reduced |
| Credit Agricole S A | 93,460 | $5.63M | 0.18% | +25,468+37.5% | Added |
| RPG Investment Advisory, LLC | 93,349 | $5.62M | 0.97% | −766−0.8% | Reduced |
| Summit Global Investments | 92,007 | $5.54M | 0.37% | +84,797+1,176.1% | Added |
| Principal Street Partners, LLC | 91,934 | $5.54M | 1.32% | −3,588−3.8% | Reduced |
| Hoylecohen, LLC | 91,667 | $5.52M | 0.49% | −282−0.3% | Reduced |
| RiverFront Investment Group, LLC | 91,620 | $5.52M | 0.18% | −3,374−3.6% | Reduced |
| HM Payson & Co | 91,509 | $5.51M | 0.12% | +4,652+5.4% | Added |
| Green Square Capital Advisors LLC | 91,255 | $5.50M | 0.69% | +2,880+3.3% | Added |
| Empowered Funds, LLC | 91,017 | $5.48M | 0.19% | +28,889+46.5% | Added |
| EA Series Trust | 91,017 | $5.48M | 0.19% | +91,017 | New |
| Oppenheimer Asset Management Inc. | 90,879 | $5.47M | 0.08% | −1,066−1.2% | Reduced |
| Colony Group LLC | 90,492 | $5.45M | 0.08% | −23,798−20.8% | Reduced |
| Coston, McIsaac & Partners | 90,478 | $5.45M | 1.87% | +1,558+1.8% | Added |
| Clifford Swan Investment Counsel LLC | 90,268 | $5.44M | 0.22% | +864+1.0% | Added |
| Bath Savings Trust Co | 90,136 | $5.43M | 0.63% | +50+0.1% | Added |
| Advisory Research Inc | 90,121 | $5.43M | 0.70% | −224−0.2% | Reduced |
| London & Capital Asset Management Ltd | 89,870 | $5.41M | 0.54% | +1,755+2.0% | Added |
| Meiji Yasuda Life Insurance Co | 89,478 | $5.39M | 0.14% | +7,726+9.5% | Added |
| Buck Wealth Strategies, LLC | 89,301 | $5.38M | 2.33% | +6,186+7.4% | Added |
| HGK Asset Management Inc | 89,155 | $5.37M | 1.71% | −2,208−2.4% | Reduced |
| Wallace Capital Management Inc. | 88,783 | $5.35M | 0.83% | −2,107−2.3% | Reduced |
| Money Concepts Capital Corp | 88,758 | $5.34M | 0.54% | −384,550−81.2% | Reduced |
| Aurora Investment Managers, LLC. | 197,903 | $5.33M | 4.07% | −63,337−24.2% | Reduced |
| Ycg, LLC | 88,485 | $5.33M | 0.48% | −576−0.6% | Reduced |
| Moody National Bank Trust Division | 87,943 | $5.30M | 0.36% | +380+0.4% | Added |
| EP Wealth Advisors, LLC | 2,937 | $5.29M | 0.08% | −52,017−94.7% | Reduced |
| Trust Co of Toledo NA | 87,786 | $5.29M | 0.89% | −544−0.6% | Reduced |
| Smith, Salley & Associates | 87,480 | $5.27M | 0.39% | +432+0.5% | Added |
| Laurel Wealth Advisors LLC | 87,428 | $5.26M | 1.06% | +567+0.7% | Added |
| Benedict Financial Advisors Inc | 87,393 | $5.26M | 1.45% | −163−0.2% | Reduced |
| Birmingham Capital Management Co Inc | 87,358 | $5.26M | 2.20% | −5,645−6.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 86,912 | $5.23M | 1.71% | −2,819−3.1% | Reduced |
| Toth Financial Advisory Corp | 86,815 | $5.23M | 0.76% | +752+0.9% | Added |
| Sicart Associates LLC | 86,041 | $5.22M | 2.03% | −2,978−3.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 86,579 | $5.21M | 0.54% | −8,300−8.7% | Reduced |
| First City Capital Management, Inc. | 86,541 | $5.21M | 3.08% | −338−0.4% | Reduced |
| Iyo Bank, Ltd. | 86,390 | $5.20M | 2.70% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 86,280 | $5.20M | 1.60% | +2,627+3.1% | Added |
| Lincoln Capital LLC | 86,138 | $5.19M | 1.34% | −281−0.3% | Reduced |
| Hamel Associates, Inc. | 85,887 | $5.17M | 1.81% | +4,690+5.8% | Added |
| Ingalls & Snyder LLC | 85,791 | $5.17M | 0.25% | −5,396−5.9% | Reduced |
| Parcion Private Wealth LLC | 85,743 | $5.16M | 0.52% | +2,094+2.5% | Added |
| Sandy Spring Bank | 85,633 | $5.16M | 0.27% | −154−0.2% | Reduced |
| Farmers National Bank | 85,495 | $5.15M | 1.76% | −391−0.5% | Reduced |
| Builder Investment Group Inc | 85,172 | $5.13M | 2.00% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 85,161 | $5.13M | 0.12% | −400−0.5% | Reduced |
| Columbia Asset Management | 85,131 | $5.13M | 1.10% | +100+0.1% | Added |
| Sentinel Trust Co Lba | 85,055 | $5.12M | 0.70% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 85,045 | $5.12M | 0.72% | −584−0.7% | Reduced |
| Synergy Financial Management, LLC | 84,971 | $5.12M | 1.27% | +3,959+4.9% | Added |
| Alaska Permanent Fund Corp | 84,743 | $5.10M | 0.10% | +84,743 | New |
| RFP Financial Group LLC | 84,521 | $5.09M | 2.08% | +80,073+1,800.2% | Added |
| DT Investment Partners, LLC | 82,215 | $5.08M | 0.58% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 84,237 | $5.07M | 0.44% | −759−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 84,163 | $5.07M | 0.11% | −1,179−1.4% | Reduced |
| Quantinno Capital Management LP | 84,095 | $5.06M | 0.29% | +9,800+13.2% | Added |
| TD Private Client Wealth LLC | 83,595 | $5.03M | 0.22% | −875−1.0% | Reduced |
| Cipher Capital LP | 83,116 | $5.01M | 0.86% | +71,678+626.7% | Added |
| Global Retirement Partners, LLC | 82,837 | $4.99M | 0.24% | +3,552+4.5% | Added |
| Greylin Investment Mangement Inc | 82,566 | $4.97M | 0.90% | −14,608−15.0% | Reduced |
| David Loasby | 81,963 | $4.96M | 0.54% | +5,736+7.5% | Added |
| Family Legacy, Inc. | 82,400 | $4.96M | 2.00% | −145−0.2% | Reduced |
| Virtu Financial LLC | 82,253 | $4.95M | 0.38% | +82,253 | New |
| Aureus Asset Management, LLC | 82,074 | $4.94M | 0.37% | +1,237+1.5% | Added |
| New England Asset Management Inc | 81,856 | $4.93M | 0.71% | +36,450+80.3% | Added |
| Howland Capital Management LLC | 81,111 | $4.92M | 0.28% | +2,215+2.8% | Added |
| Mechanics Bank Trust Department | 81,250 | $4.89M | 0.78% | −533−0.7% | Reduced |
| Bridge Creek Capital Management LLC | 81,201 | $4.89M | 1.75% | +100+0.1% | Added |
| Citizens National Bank Trust Department | 81,187 | $4.89M | 1.29% | −190−0.2% | Reduced |
| Weatherly Asset Management L. P. | 80,419 | $4.88M | 0.57% | −632−0.8% | Reduced |
| Stratos Wealth Advisors, LLC | 80,892 | $4.87M | 0.35% | +1,248+1.6% | Added |
| BancorpSouth Bank | 80,833 | $4.87M | 0.42% | +2,526+3.2% | Added |
| Kennon-Green & Company, LLC | 80,752 | $4.86M | 4.52% | −2,588−3.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 80,681 | $4.86M | 0.31% | +2,258+2.9% | Added |
| Parallel Advisors, LLC | 80,528 | $4.85M | 0.16% | +1,557+2.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 79,797 | $4.83M | 0.31% | −2,932−3.5% | Reduced |
| HBK Sorce Advisory LLC | 80,071 | $4.82M | 0.20% | −1,750−2.1% | Reduced |
| J.W. Cole Advisors, Inc. | 79,973 | $4.82M | 0.34% | −7,182−8.2% | Reduced |
| Beacon Financial Group | 79,802 | $4.79M | 0.65% | −870−1.1% | Reduced |
| Rossmore Private Capital | 79,517 | $4.79M | 0.71% | −2,266−2.8% | Reduced |
| Teamwork Financial Advisors, LLC | 79,487 | $4.79M | 0.78% | +57,910+268.4% | Added |
| Arkadios Wealth Advisors | 79,379 | $4.78M | 0.56% | +1,979+2.6% | Added |
| Principle Wealth Partners LLC | 79,170 | $4.77M | 0.48% | −52−0.1% | Reduced |
| Eudaimonia Partners, LLC | 78,970 | $4.76M | 1.07% | +2,484+3.2% | Added |
| Live Oak Private Wealth LLC | 78,890 | $4.75M | 0.95% | −29,976−27.5% | Reduced |
| NTV Asset Management LLC | 78,326 | $4.72M | 0.82% | −492−0.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 77,592 | $4.71M | 0.36% | −132−0.2% | Reduced |
| Loomis Sayles & Co L P | 78,183 | $4.71M | 0.01% | −12,922−14.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 77,780 | $4.68M | 0.49% | +3,371+4.5% | Added |
| Schulhoff & Co Inc | 77,355 | $4.66M | 2.17% | −1,197−1.5% | Reduced |