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
- 2,835
- −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
- 1,123 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 | 3,583 | $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, 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 |
|---|---|---|---|---|---|
| McAdam, LLC | 10,208 | $571.5K | 0.05% | +3,004+41.7% | Added |
| Abundance Wealth Counselors | 10,216 | $572.0K | 0.16% | +10,216 | New |
| Corundum Group, Inc. | 10,219 | $572.1K | 0.33% | −2,014−16.5% | Reduced |
| MainStreet Investment Advisors LLC | 10,231 | $572.7K | 0.07% | −430−4.0% | Reduced |
| Burns Matteson Capital Management, LLC | 10,255 | $574.1K | 0.37% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 10,276 | $575.3K | 0.30% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 10,285 | $575.8K | 0.22% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,324 | $577.0K | 0.35% | 00.0% | Unchanged |
| King Wealth | 10,302 | $577.0K | 0.12% | +1,032+11.1% | Added |
| Compass Ion Advisors, LLC | 10,311 | $577.2K | 0.10% | +10,311 | New |
| Guidance Capital, Inc | 10,530 | $577.9K | 0.26% | +642+6.5% | Added |
| Advisors Preferred, LLC | 10,442 | $579.3K | 0.19% | +2,295+28.2% | Added |
| Koss-Olinger Consulting, LLC | 10,384 | $581.0K | 0.09% | +95+0.9% | Added |
| Solidarilty Wealth, LLC | 10,303 | $581.5K | 0.21% | −579−5.3% | Reduced |
| Ninepoint Partners LP | 10,391 | $581.7K | 0.06% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 10,312 | $582.0K | 0.07% | +29+0.3% | Added |
| Hartford Financial Management Inc. | 10,400 | $582.2K | 0.15% | +8+0.1% | Added |
| Icon Wealth Partners, LLC | 10,409 | $582.7K | 0.07% | −118−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 11,022 | $583.0K | 0.04% | −945−7.9% | Reduced |
| Reuter James Wealth Management, LLC | 10,416 | $583.1K | 0.44% | −20−0.2% | Reduced |
| Greenfield Savings Bank | 10,442 | $584.5K | 0.37% | +213+2.1% | Added |
| Wealth Advisory Solutions, LLC | 10,447 | $584.8K | 0.11% | −316−2.9% | Reduced |
| Key Bridge Compliance, LLC | 10,447 | $584.8K | 0.18% | +10,447 | New |
| Cape Investment Advisory, Inc. | 10,447 | $584.8K | 0.33% | +750+7.7% | Added |
| Drive Wealth Management, LLC | 10,363 | $584.9K | 0.21% | +677+7.0% | Added |
| Gryphon Financial Partners LLC | 10,452 | $585.1K | 0.14% | −2,499−19.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,375 | $585.6K | 0.04% | +10+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 10,489 | $587.2K | 0.02% | +1,433+15.8% | Added |
| Bennett Selby Investments LP | 10,493 | $587.4K | 0.34% | −195−1.8% | Reduced |
| Enterprise Financial Services Corp | 10,549 | $590.5K | 0.41% | −439−4.0% | Reduced |
| WNY Asset Management, LLC | 10,551 | $590.6K | 0.12% | +2,230+26.8% | Added |
| Eudaimonia Advisors LLC | 10,562 | $591.2K | 0.42% | −1,125−9.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 10,564 | $591.4K | 0.05% | +831+8.5% | Added |
| Maple Capital Management, Inc. | 10,587 | $592.7K | 0.07% | +640+6.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,604 | $593.0K | 0.01% | −4,978−31.9% | Reduced |
| TrinityPoint Wealth, LLC | 10,604 | $593.6K | 0.12% | −1,655−13.5% | Reduced |
| Retirement Guys Formula LLC | 10,610 | $593.9K | 0.41% | +1,042+10.9% | Added |
| HC Advisors, LLC | 10,618 | $594.4K | 0.35% | +136+1.3% | Added |
| Verity Asset Management, Inc. | 10,620 | $594.5K | 0.44% | −20.0% | Reduced |
| MBL Wealth, LLC | 10,624 | $594.7K | 0.08% | +770+7.8% | Added |
| Aldebaran Financial Inc. | 10,637 | $595.4K | 0.97% | −1,399−11.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 10,657 | $596.6K | 0.17% | −4,468−29.5% | Reduced |
| Clarus Group, Inc. | 10,659 | $596.7K | 0.43% | +341+3.3% | Added |
| Mainsail Financial Group, LLC | 10,761 | $597.0K | 0.54% | +10,761 | New |
| Woodward Diversified Capital, LLC | 10,666 | $597.1K | 0.43% | +1,173+12.4% | Added |
| Cowa, LLC | 10,669 | $597.2K | 0.40% | +12+0.1% | Added |
| Mill Creek Capital Advisors, LLC | 10,671 | $597.4K | 0.02% | −2,290−17.7% | Reduced |
| Spinnaker Investment Group, LLC | 10,677 | $597.7K | 0.20% | +19+0.2% | Added |
| Brandywine Trust Co | 10,682 | $598.0K | 0.14% | 00.0% | Unchanged |
| GDS Wealth Management | 10,698 | $598.9K | 0.09% | −1,674−13.5% | Reduced |
| Wrapmanager Inc | 10,714 | $599.8K | 0.19% | +913+9.3% | Added |
| Trail Ridge Investment Advisors, LLC | 10,718 | $600.0K | 0.41% | +262+2.5% | Added |
| Resources Management Corp | 10,716 | $600.0K | 0.10% | −992−8.5% | Reduced |
| Congress Park Capital LLC | 10,725 | $600.4K | 0.35% | +175+1.7% | Added |
| Highline Wealth Partners LLC | 10,740 | $601.2K | 0.37% | +8+0.1% | Added |
| Elk River Wealth Management, LLC | 10,668 | $602.1K | 0.13% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 10,778 | $603.3K | 0.53% | +289+2.8% | Added |
| Circle Wealth Management, LLC | 10,806 | $604.9K | 0.02% | +297+2.8% | Added |
| Norris Perne & French LLP | 10,814 | $605.4K | 0.05% | +548+5.3% | Added |
| West Family Investments, Inc. | 10,822 | $605.8K | 0.21% | −2,270−17.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 10,868 | $608.4K | 0.18% | +505+4.9% | Added |
| CWS Financial Advisors, LLC | 10,878 | $608.9K | 0.24% | −1,702−13.5% | Reduced |
| Cim Investment Mangement Inc | 10,879 | $609.0K | 0.22% | −222−2.0% | Reduced |
| J. W. Coons Advisors, LLC | 10,898 | $610.1K | 0.18% | −600−5.2% | Reduced |
| Private Portfolio Partners LLC | 10,915 | $611.0K | 0.16% | −16−0.1% | Reduced |
| Aletheian Wealth Advisors LLC | 10,928 | $611.7K | 0.47% | −1,178−9.7% | Reduced |
| Hutchinson Capital Management | 10,940 | $612.4K | 0.14% | +12+0.1% | Added |
| Bangor Savings Bank | 10,955 | $613.3K | 0.07% | −313−2.8% | Reduced |
| Acorn Financial Advisory Services Inc | 10,965 | $613.6K | 0.11% | +651+6.3% | Added |
| Orser Capital Management, LLC | 10,968 | $614.0K | 0.62% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 10,884 | $614.3K | 0.27% | −295−2.6% | Reduced |
| Live Oak Investment Partners | – | $615.3K | 0.53% | – | – |
| Ashford Capital Management Inc | 11,025 | $617.2K | 0.09% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 11,035 | $617.7K | 0.57% | −151−1.3% | Reduced |
| MCF Advisors LLC | 11,000 | $619.9K | 0.06% | −536−4.6% | Reduced |
| Syntal Capital Partners, LLC | 10,999 | $622.6K | 0.48% | −10,302−48.4% | Reduced |
| Hexagon Capital Partners LLC | 11,126 | $622.8K | 0.16% | +1,121+11.2% | Added |
| BCS Wealth Management | 11,144 | $624.0K | 0.26% | +11,144 | New |
| N.E.W. Advisory Services LLC | 11,148 | $624.1K | 0.09% | +117+1.1% | Added |
| Mountain Pacific Investment Advisers Inc | 11,168 | $625.2K | 0.04% | +20.0% | Added |
| Argent Capital Management LLC | 11,190 | $626.4K | 0.02% | −410−3.5% | Reduced |
| Connecticut Wealth Management, LLC | 11,191 | $626.5K | 0.04% | +2,424+27.6% | Added |
| Keudell/Morrison Wealth Management | 11,196 | $626.8K | 0.19% | −796−6.6% | Reduced |
| L & S Advisors Inc | 11,215 | $627.8K | 0.09% | +36+0.3% | Added |
| Redwood Investment Management, LLC | 11,215 | $628.0K | 0.05% | +11,215 | New |
| First Heartland Consultants, Inc. | 11,228 | $629.0K | 0.08% | +1,468+15.0% | Added |
| Northstar Asset Management LLC | 11,265 | $630.6K | 0.18% | +550+5.1% | Added |
| Pinnacle Holdings, LLC | 11,297 | $632.4K | 0.30% | −1,010−8.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 11,300 | $632.6K | 0.03% | +390+3.6% | Added |
| BHK Investment Advisors, LLC | 11,343 | $635.0K | 0.29% | +11,343 | New |
| IVC Wealth Advisors LLC | 11,344 | $635.0K | 0.42% | +158+1.4% | Added |
| Phillips Wealth Planners LLC | 11,716 | $636.8K | 0.86% | +1,355+13.1% | Added |
| Fortitude Advisory Group L.L.C. | 11,376 | $636.8K | 0.43% | +157+1.4% | Added |
| Newman Dignan & Sheerar, Inc. | 11,405 | $638.5K | 0.21% | +20.0% | Added |
| Centurion Wealth Management LLC | 11,421 | $639.3K | 0.31% | +149+1.3% | Added |
| McDonald Partners LLC | 11,440 | $640.4K | 0.21% | −794−6.5% | Reduced |
| Amica Retiree Medical Trust | 11,443 | $641.0K | 0.75% | +2,566+28.9% | Added |
| Camden Capital, LLC | 11,470 | $642.1K | 0.08% | +2,448+27.1% | Added |
| Kiley Juergens Wealth Management, LLC | 11,478 | $642.5K | 0.23% | +174+1.5% | Added |
| Patriot Investment Management Inc. | 11,516 | $644.7K | 0.06% | −858−6.9% | Reduced |