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, Q3 2023
Institutional positions in Coca Cola Co as of Sep 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
- 2,836
- −19 vs. Q2 2023
- Shares held
- 3.02B
- −11.4M (−0.4%) vs. Q2 2023
- Total value
- $169.4B
- −$13.2B (−7.2%) vs. Q2 2023
- New holders
- 138
- 1,222 more added
- Sold out
- 157
- 1,124 more reduced
34 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Milestone Investment Advisors LLC | 6 | $336 | 0.00% | +6 | New |
| Koesten, Hirschmann & Crabtree, INC. | 17 | $952 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 17 | $1.02K | 0.00% | +10+142.9% | Added |
| USA Financial Portformulas Corp | 24 | $1.34K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 46 | $2.58K | 0.00% | +46 | New |
| Ulland Investment Advisors, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 55 | $3.08K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 59 | $3.30K | 0.00% | +59 | New |
| Macroview Investment Management LLC | 77 | $4.31K | 0.01% | −69−47.3% | Reduced |
| ClariVest Asset Management LLC | 97 | $5.00K | 0.00% | +20+26.0% | Added |
| Kathleen S. Wright Associates Inc. | 99 | $5.54K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $5.60K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 105 | $5.89K | 0.00% | −100−48.8% | Reduced |
| West Financial Advisors, LLC | 114 | $6.38K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 118 | $6.61K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 120 | $6.72K | 0.00% | 00.0% | Unchanged |
| Biglari Capital Corp. | 120 | $6.72K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 124 | $6.94K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 127 | $7.10K | 0.00% | +1+0.8% | Added |
| Evolution Advisers, Inc. | 143 | $8.00K | 0.01% | −11−7.1% | Reduced |
| Insight Financial Services | 148 | $8.29K | 0.02% | 00.0% | Unchanged |
| Team Financial Group, LLC | 148 | $8.35K | 0.01% | +148 | New |
| ZRC Wealth Management, LLC | 150 | $8.43K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 154 | $8.62K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 188 | $10.5K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 193 | $10.8K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 208 | $12.0K | 0.00% | +11+5.6% | Added |
| Ruedi Wealth Management, Inc. | 216 | $12.1K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 218 | $12.2K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 225 | $13.0K | 0.00% | −1−0.4% | Reduced |
| Stone House Investment Management, LLC | 262 | $14.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 285 | $16.0K | 0.00% | +48+20.3% | Added |
| Delos Wealth Advisors, LLC | 278 | $16.6K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $16.8K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 303 | $17.0K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 316 | $17.0K | 0.01% | +316 | New |
| Intrepid Capital Management Inc | 311 | $17.4K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 312 | $17.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 320 | $17.9K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 314 | $18.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 339 | $19.0K | 0.01% | −19−5.3% | Reduced |
| DecisionPoint Financial, LLC | 350 | $19.6K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 356 | $20.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 406 | $22.0K | 0.00% | −521−56.2% | Reduced |
| HBC Financial Services, PLLC | 408 | $22.0K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 400 | $22.4K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 400 | $22.4K | 0.03% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 400 | $22.4K | 0.00% | +400 | New |
| New Millennium Group LLC | 403 | $22.6K | 0.02% | +3+0.8% | Added |
| PayPay Securities Corp | 415 | $23.2K | 1.12% | +283+214.4% | Added |
| Hibernia Wealth Partners, LLC | 443 | $24.8K | 0.02% | +443 | New |
| Carolina Wealth Advisors, LLC | 446 | $25.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 461 | $25.8K | 0.00% | −144−23.8% | Reduced |
| Paladin Advisory Group, LLC | 469 | $26.3K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 497 | $27.0K | 0.01% | −284−36.4% | Reduced |
| WFA Asset Management Corp | 489 | $27.4K | 0.02% | +4+0.8% | Added |
| Marquette Asset Management, LLC | 500 | $28.0K | 0.01% | −816−62.0% | Reduced |
| VitalStone Financial, LLC | 501 | $28.0K | 0.02% | −44−8.1% | Reduced |
| KB Financial Partners, LLC | 501 | $28.0K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 504 | $28.2K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 525 | $29.4K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 612 | $34.3K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 636 | $35.6K | 0.01% | +83+15.0% | Added |
| Costello Asset Management, INC | 641 | $35.9K | 0.03% | +20+3.2% | Added |
| Beaird Harris Wealth Management, LLC | 650 | $36.4K | 0.00% | +49+8.2% | Added |
| Venturi Wealth Management, LLC | 651 | $36.5K | 0.00% | +146+28.9% | Added |
| Arcadia Investment Management Corp | 665 | $37.2K | 0.01% | +4+0.6% | Added |
| Flaharty Asset Management, LLC | 674 | $37.7K | 0.01% | +674 | New |
| Y.D. More Investments Ltd | 687 | $38.4K | 0.01% | −147−17.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 700 | $39.2K | 0.01% | −49−6.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 712 | $39.9K | 0.02% | +712 | New |
| Riverview Trust Co | 725 | $40.6K | 0.04% | −1,032−58.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 734 | $41.1K | 0.01% | +33+4.7% | Added |
| Timber Creek Capital Management LLC | 742 | $41.5K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 749 | $42.0K | 0.02% | 00.0% | Unchanged |
| Kepos Capital LP | 756 | $42.0K | 0.01% | +60+8.6% | Added |
| Steward Financial Group LLC | 801 | $44.0K | 0.01% | +60+8.1% | Added |
| Spotlight Asset Group, Inc. | 791 | $44.3K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 800 | $44.8K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 833 | $46.6K | 0.03% | +6+0.7% | Added |
| GoalVest Advisory LLC | 854 | $47.8K | 0.02% | +512+149.7% | Added |
| Annapolis Financial Services, LLC | 866 | $48.5K | 0.01% | +154+21.6% | Added |
| Nalls Sherbakoff Group, LLC | 870 | $48.7K | 0.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 896 | $50.2K | 0.02% | +28+3.2% | Added |
| AlphaMark Advisors, LLC | 905 | $51.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 928 | $52.0K | 0.09% | +246+36.1% | Added |
| HighMark Wealth Management LLC | 955 | $53.4K | 0.04% | +38+4.1% | Added |
| Provenance Wealth Advisors, LLC | 960 | $53.7K | 0.01% | +960 | New |
| Tanglewood Legacy Advisors, LLC | 994 | $55.6K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 996 | $55.8K | 0.05% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 998 | $55.9K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $56.0K | 0.04% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $56.0K | 0.05% | 00.0% | Unchanged |
| Rogco, LP | 1,000 | $56.0K | 0.03% | +1,000 | New |
| Sanctuary Wealth Management, L.L.C. | 1,007 | $56.4K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1,008 | $56.4K | 0.02% | +157+18.4% | Added |
| DB Wealth Management Group, LLC | 1,135 | $63.5K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,158 | $64.8K | 0.05% | −2−0.2% | Reduced |
| Tradewinds Capital Management, LLC | 1,169 | $65.4K | 0.02% | +3+0.3% | Added |
| Guardian Wealth Management, Inc. | 1,257 | $70.4K | 0.07% | −81−6.1% | Reduced |