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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 11,538 | $645.9K | 0.07% | +1,792+18.4% | Added |
| L.M. Kohn & Company | 11,638 | $651.5K | 0.24% | +50.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 11,769 | $658.8K | 2.95% | +11,769 | New |
| Retirement Income Solutions, Inc | 11,779 | $659.4K | 0.18% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11,798 | $660.5K | 0.30% | +17+0.1% | Added |
| Hendershot Investments Inc. | 11,805 | $660.8K | 0.11% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 11,718 | $661.4K | 0.22% | −1,023−8.0% | Reduced |
| Wealth Alliance | 11,815 | $661.4K | 0.10% | +233+2.0% | Added |
| Cassia Capital Partners, LLC | 11,865 | $664.2K | 0.54% | +196+1.7% | Added |
| Alpha Family Trust | 11,900 | $666.2K | 0.51% | +5,635+89.9% | Added |
| Alliance Wealth Advisors, LLC | 11,906 | $666.5K | 0.25% | +56+0.5% | Added |
| Sit Investment Associates Inc | 11,952 | $669.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 11,962 | $669.6K | 0.17% | +169+1.4% | Added |
| JB Capital LLC | 11,969 | $670.0K | 0.06% | +30.0% | Added |
| Sovereign Financial Group, Inc. | 11,985 | $670.9K | 0.24% | +803+7.2% | Added |
| Oak Harvest Investment Services | 11,997 | $671.6K | 0.14% | −1,309−9.8% | Reduced |
| Weinberger Asset Management, Inc | 12,017 | $672.7K | 0.38% | +268+2.3% | Added |
| Wills Financial Group, Inc. | 12,055 | $674.9K | 0.37% | −1,187−9.0% | Reduced |
| Delta Financial Group, Inc. | 12,049 | $675.0K | 0.23% | +12,049 | New |
| Gallagher Fiduciary Advisors, LLC | 12,066 | $675.5K | 0.06% | −653−5.1% | Reduced |
| AdvisorNet Financial, Inc | 12,072 | $675.8K | 0.06% | −3,590−22.9% | Reduced |
| Gray Wealth Management Inc. | 12,124 | $678.7K | 0.35% | −133−1.1% | Reduced |
| S&CO Inc | 12,183 | $682.0K | 0.06% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12,207 | $683.3K | 0.06% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,220 | $684.1K | 0.01% | −3,462−22.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 12,252 | $685.8K | 0.18% | +12,252 | New |
| Alhambra Investment Partners LLC | 12,263 | $686.5K | 0.45% | −25−0.2% | Reduced |
| Kidder Stephen W | 12,330 | $690.2K | 0.24% | −620−4.8% | Reduced |
| Lakeshore Financial Planning, Inc. | 12,336 | $690.5K | 0.39% | +12,336 | New |
| FSB Premier Wealth Management, Inc. | 12,360 | $692.0K | 0.38% | +186+1.5% | Added |
| Nebula Research & Development LLC | 12,362 | $692.0K | 0.36% | +12,362 | New |
| MBA Advisors LLC | 12,367 | $692.3K | 0.42% | −497−3.9% | Reduced |
| Eastern Bank | 12,380 | $693.0K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 12 | $693.5K | 0.33% | −11,119−99.9% | Reduced |
| Cornerstone Management, Inc. | 12,401 | $694.2K | 0.19% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 12,405 | $694.4K | 0.49% | +3,847+45.0% | Added |
| SevenBridge Financial Group, LLC | 12,483 | $698.8K | 0.18% | +580+4.9% | Added |
| Baldwin Investment Management, LLC | 12,485 | $698.9K | 0.12% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12,486 | $698.9K | 0.34% | +71+0.6% | Added |
| Savoie Capital LLC | 12,523 | $701.0K | 0.18% | +12,523 | New |
| Teamwork Financial Advisors, LLC | 12,543 | $702.2K | 0.11% | −66,944−84.2% | Reduced |
| Donoghue Forlines LLC | 12,550 | $702.5K | 0.25% | +6,092+94.3% | Added |
| Atom Investors LP | 12,561 | $703.2K | 0.16% | +4,662+59.0% | Added |
| PFG Advisors | 12,573 | $703.8K | 0.06% | −52,237−80.6% | Reduced |
| Lifeworks Advisors, LLC | 12,589 | $704.7K | 0.27% | −183−1.4% | Reduced |
| Peachtree Investment Partners, LLC | 12,609 | $705.9K | 0.36% | +38+0.3% | Added |
| Wolff Financial Management LLC | 12,627 | $707.0K | 0.24% | +12,627 | New |
| ICA Group Wealth Management, LLC | 12,647 | $707.6K | 0.20% | +524+4.3% | Added |
| BluePath Capital Management, LLC | 12,675 | $709.5K | 0.65% | +12,675 | New |
| Buttonwood Financial Advisors Inc. | 12,685 | $710.1K | 0.45% | −738−5.5% | Reduced |
| Essex Investment Management Co LLC | 12,689 | $710.3K | 0.12% | −12−0.1% | Reduced |
| Cooper Financial Group | 12,706 | $711.3K | 0.17% | +2,773+27.9% | Added |
| Eagle Strategies LLC | 12,734 | $712.9K | 0.18% | +92+0.7% | Added |
| Cypress Point Wealth Management, LLC | 12,743 | $713.3K | 0.63% | +85+0.7% | Added |
| Great Diamond Partners, LLC | 12,756 | $714.1K | 0.19% | +794+6.6% | Added |
| First National Bank & Trust Co of Newtown | 12,794 | $716.1K | 0.16% | −185−1.4% | Reduced |
| Marietta Investment Partners LLC | 12,882 | $721.1K | 0.20% | −270−2.1% | Reduced |
| CRA Financial Services, LLC | 12,886 | $721.3K | 0.20% | +250+2.0% | Added |
| Formidable Asset Management, LLC | 12,891 | $721.6K | 0.16% | −157−1.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 12,910 | $722.7K | 0.75% | +50.0% | Added |
| St. Louis Trust Co | 12,929 | $723.8K | 0.14% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 13,000 | $725.0K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 12,972 | $726.2K | 0.10% | +28+0.2% | Added |
| Register Financial Advisors LLC | 13,025 | $729.1K | 0.53% | +56+0.4% | Added |
| Childress Capital Advisors, LLC | 13,373 | $730.8K | 0.24% | +13,373 | New |
| Commonwealth Financial Services, LLC | 13,057 | $730.9K | 0.22% | +13,057 | New |
| Legacy Wealth Asset Management, LLC | 13,061 | $731.2K | 0.27% | +152+1.2% | Added |
| Tucker Asset Management LLC | 13,093 | $732.9K | 0.20% | +4,041+44.6% | Added |
| Sculati Wealth Management, LLC | 13,114 | $734.1K | 0.38% | −4,896−27.2% | Reduced |
| William Allan, LLC | 13,126 | $734.8K | 0.58% | +166+1.3% | Added |
| Royal Fund Management, LLC | 13,127 | $734.9K | 0.11% | −186−1.4% | Reduced |
| Hoertkorn Richard Charles | 13,130 | $735.0K | 0.37% | +10.0% | Added |
| Arbor Trust Wealth Advisors, LLC | 13,038 | $735.9K | 0.48% | +225+1.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,194 | $738.6K | 0.11% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 13,200 | $738.9K | 0.25% | −573−4.2% | Reduced |
| Aquatic Capital Management LLC | 13,200 | $739.0K | 0.03% | −403,200−96.8% | Reduced |
| ACT Advisors, LLC. | 13,214 | $739.7K | 0.46% | −442−3.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 13,225 | $740.3K | 0.48% | −220−1.6% | Reduced |
| Glen Eagle Advisors, LLC | 13,231 | $740.6K | 0.17% | +30.0% | Added |
| Opal Wealth Advisors, LLC | 13,271 | $742.9K | 0.43% | +627+5.0% | Added |
| Berger Financial Group, Inc | 13,314 | $745.3K | 0.09% | −155−1.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 13,332 | $746.0K | 0.36% | −30.0% | Reduced |
| Chemistry Wealth Management LLC | 13,384 | $749.2K | 0.25% | −662−4.7% | Reduced |
| Townsend & Associates, Inc | 13,607 | $751.6K | 0.16% | +10+0.1% | Added |
| Central Bank & Trust Co | 13,435 | $751.9K | 0.13% | −118−0.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,428 | $752.0K | 0.49% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 13,450 | $752.9K | 1.30% | −126−0.9% | Reduced |
| Headinvest, LLC | 13,591 | $754.0K | 0.16% | +405+3.1% | Added |
| Morningstar Investment Management LLC | 13,493 | $755.0K | 0.10% | +1,159+9.4% | Added |
| Fortem Financial Group, LLC | 13,541 | $758.0K | 0.44% | −3,972−22.7% | Reduced |
| Core Wealth Partners LLC | 13,595 | $761.0K | 0.69% | −5,595−29.2% | Reduced |
| Dividend Assets Capital, LLC | 13,624 | $763.0K | 0.16% | +101+0.7% | Added |
| Guinness Atkinson Asset Management Inc | 13,643 | $763.7K | 0.42% | +928+7.3% | Added |
| Allstate Corp | 13,676 | $765.6K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 13,707 | $767.0K | 0.01% | −1,673−10.9% | Reduced |
| Traphagen Investment Advisors LLC | 13,725 | $768.3K | 0.10% | +506+3.8% | Added |
| Archer Investment Corp | 13,741 | $769.2K | 0.27% | +455+3.4% | Added |
| Everhart Financial Group, Inc. | 13,751 | $769.8K | 0.33% | −75−0.5% | Reduced |
| CFO4Life Group, LLC | 13,760 | $770.3K | 0.18% | −1,541−10.1% | Reduced |
| LexAurum Advisors, LLC | 13,785 | $771.7K | 0.23% | −3,297−19.3% | Reduced |