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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 13,786 | $771.7K | 0.24% | +60.0% | Added |
| American Financial Advisors, LLC | 13,787 | $771.8K | 0.12% | +25+0.2% | Added |
| Charter Research & Investment Group, Inc. | 13,835 | $774.5K | 0.70% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 13,882 | $777.1K | 0.07% | −3,844−21.7% | Reduced |
| Culbertson A N & Co Inc | 13,884 | $777.2K | 0.16% | +100+0.7% | Added |
| Spreng Capital Management, Inc. | 13,895 | $777.8K | 0.57% | +391+2.9% | Added |
| SFMG, LLC | 13,915 | $778.9K | 0.08% | −371−2.6% | Reduced |
| KG&L Capital Management,LLC | 13,923 | $779.4K | 0.38% | +1,290+10.2% | Added |
| Blue Edge Capital, LLC | 13,939 | $780.3K | 0.16% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 13,930 | $780.4K | 0.93% | +553+4.1% | Added |
| Carret Asset Management, LLC | 13,993 | $783.4K | 0.11% | +589+4.4% | Added |
| Aristotle Atlantic Partners, LLC | 14,000 | $783.7K | 0.03% | 00.0% | Unchanged |
| Toews Corp | 14,000 | $783.7K | 0.47% | +14,000 | New |
| Morse Asset Management, Inc | 14,000 | $784.0K | 0.25% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 13,912 | $784.6K | 0.23% | +13,912 | New |
| Sound Financial Strategies Group, LLC | 14,034 | $785.6K | 0.65% | −843−5.7% | Reduced |
| Alpha Omega Wealth Management LLC | 14,039 | $785.9K | 0.14% | −246−1.7% | Reduced |
| Ballast, Inc. | 14,049 | $786.5K | 0.31% | +527+3.9% | Added |
| Advocate Group LLC | 14,145 | $791.9K | 0.18% | −1,064−7.0% | Reduced |
| Allegheny Financial Group LTD | 14,178 | $793.7K | 0.30% | +2,083+17.2% | Added |
| KFA Private Wealth Group, LLC | 14,186 | $794.2K | 0.33% | +240+1.7% | Added |
| MMBG Investment Advisors Co. | 14,250 | $797.7K | 0.10% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 14,139 | $798.0K | 0.20% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 14,260 | $798.3K | 0.07% | −1,527−9.7% | Reduced |
| Belmont Capital, LLC | 14,319 | $801.6K | 0.43% | +13,698+2,205.8% | Added |
| Archford Capital Strategies, LLC | 14,325 | $801.9K | 0.16% | −410−2.8% | Reduced |
| Comerica Securities,inc. | 14,232 | $803.3K | 0.07% | +103+0.7% | Added |
| RDA Financial Network | 14,370 | $804.4K | 0.35% | +239+1.7% | Added |
| West Michigan Advisors, LLC | 14,407 | $806.5K | 0.43% | +665+4.8% | Added |
| Peoples Bank | 14,417 | $806.9K | 0.69% | +14,417 | New |
| Murphy Pohlad Asset Management LLC | 14,452 | $809.0K | 0.35% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 14,455 | $809.2K | 0.27% | +251+1.8% | Added |
| SkyOak Wealth, LLC | 14,475 | $810.3K | 0.24% | −100−0.7% | Reduced |
| Cornerstone National Bank & Trust Co | 14,477 | $810.4K | 0.50% | −213−1.4% | Reduced |
| Delta Financial Advisors LLC | 14,493 | $811.3K | 0.37% | +33+0.2% | Added |
| Navellier & Associates Inc | 14,505 | $812.0K | 0.14% | +6,095+72.5% | Added |
| Journey Advisory Group, LLC | 14,530 | $813.4K | 0.12% | −1,470−9.2% | Reduced |
| Saybrook Capital | 14,565 | $815.0K | 0.25% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,569 | $816.0K | 0.06% | −662−4.3% | Reduced |
| Prudent Man Advisors, LLC | 13,453 | $816.3K | 0.32% | +4,035+42.8% | Added |
| Gleason Group, Inc. | 14,585 | $816.5K | 0.21% | +110+0.8% | Added |
| Stone Point Wealth LLC | 14,630 | $819.0K | 0.35% | −50−0.3% | Reduced |
| Nemes Rush Group LLC | 14,768 | $826.7K | 0.15% | −3,617−19.7% | Reduced |
| Altfest L J & Co Inc | 14,801 | $829.0K | 0.13% | −159−1.1% | Reduced |
| Coastwise Capital Group, LLC | 14,839 | $830.7K | 0.95% | +4,138+38.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 14,849 | $831.3K | 0.44% | −151−1.0% | Reduced |
| Hamilton Capital, LLC | 14,850 | $831.3K | 0.06% | +1,027+7.4% | Added |
| Estabrook Capital Management | 14,894 | $833.8K | 0.15% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 14,907 | $834.5K | 0.20% | −162−1.1% | Reduced |
| Plancorp, LLC | 14,971 | $838.1K | 0.04% | +74+0.5% | Added |
| Redhawk Wealth Advisors, Inc. | 14,984 | $838.8K | 0.28% | +8,886+145.7% | Added |
| Kowal Investment Group, LLC | 14,985 | $838.8K | 0.23% | +1,505+11.2% | Added |
| Guardian Wealth Advisors, LLC | 14,890 | $840.7K | 0.14% | +463+3.2% | Added |
| Wealthsource Partners, LLC | 15,048 | $842.4K | 0.06% | −855−5.4% | Reduced |
| Emerald Advisors, LLC | 15,050 | $842.5K | 0.20% | +884+6.2% | Added |
| Adams Wealth Management | 15,073 | $843.8K | 0.29% | +1,128+8.1% | Added |
| Colonial River Wealth Management, LLC | 15,126 | $846.8K | 0.55% | +5,808+62.3% | Added |
| Gilbert & Cook, Inc. | 15,130 | $847.0K | 0.13% | +1,807+13.6% | Added |
| Security National Bank of Sioux City Iowa | 15,148 | $848.0K | 0.66% | −455−2.9% | Reduced |
| LS Investment Advisors, LLC | 15,151 | $848.2K | 0.16% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 15,228 | $852.5K | 0.30% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 15,250 | $853.7K | 0.07% | −3,710−19.6% | Reduced |
| Maven Securities LTD | 15,252 | $853.8K | 0.09% | +5,309+53.4% | Added |
| Rosenbaum Jay D. | 15,265 | $854.5K | 1.43% | +487+3.3% | Added |
| LCNB Corp | 15,268 | $854.7K | 0.38% | +13+0.1% | Added |
| Hirtle Callaghan & Co LLC | 15,297 | $856.3K | 0.04% | +819+5.7% | Added |
| Parkside Financial Bank & Trust | 15,335 | $858.4K | 0.20% | −707−4.4% | Reduced |
| EagleClaw Capital Managment, LLC | 15,354 | $859.5K | 0.20% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15,373 | $860.6K | 0.11% | −466−2.9% | Reduced |
| First Financial Corp | 15,380 | $860.8K | 0.50% | +750+5.1% | Added |
| Sterling Investment Advisors, Ltd. | 15,396 | $861.9K | 0.30% | +14+0.1% | Added |
| Stableford Capital II LLC | 15,465 | $862.6K | 0.40% | +702+4.8% | Added |
| IPG Investment Advisors LLC | 15,439 | $864.3K | 0.19% | −22,167−58.9% | Reduced |
| Virtue Capital Management, LLC | 14,193 | $866.2K | 0.15% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 15,484 | $866.8K | 0.13% | +2,154+16.2% | Added |
| Aspiriant, LLC | 15,485 | $866.9K | 0.04% | +2,201+16.6% | Added |
| Angeles Investment Advisors, LLC | 15,438 | $867.7K | 0.07% | +5,995+63.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 15,516 | $868.5K | 0.20% | +595+4.0% | Added |
| Hilltop Partners LLC | 15,515 | $868.5K | 0.37% | +4,480+40.6% | Added |
| Lindbrook Capital, LLC | 15,552 | $870.6K | 0.10% | −2,206−12.4% | Reduced |
| Eagle Bay Advisors LLC | 15,579 | $872.1K | 0.40% | −809−4.9% | Reduced |
| StrategIQ Financial Group, LLC | 15,642 | $875.6K | 0.10% | +267+1.7% | Added |
| Avestar Capital, LLC | 15,509 | $876.7K | 0.13% | −2,638−14.5% | Reduced |
| Kingfisher Capital LLC | 15,660 | $877.0K | 0.24% | +22+0.1% | Added |
| Gyroscope Capital Management Group, LLC | 15,675 | $877.5K | 0.20% | +8,612+121.9% | Added |
| Benjamin Edwards Inc | 15,709 | $879.0K | 0.21% | −424−2.6% | Reduced |
| Corton Capital Inc. | 15,733 | $880.7K | 0.44% | +4,774+43.6% | Added |
| Foster Dykema Cabot & Co Inc | 15,764 | $882.0K | 0.11% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 15,831 | $886.2K | 0.20% | +104+0.7% | Added |
| Fulton Breakefield Broenniman LLC | 15,854 | $887.5K | 0.08% | −404−2.5% | Reduced |
| Investment Partners, Ltd. | 15,863 | $888.0K | 0.47% | −677−4.1% | Reduced |
| JGP Wealth Management, LLC | 15,876 | $888.7K | 0.15% | +1,996+14.4% | Added |
| First Hawaiian Bank | 15,889 | $889.5K | 0.03% | +57+0.4% | Added |
| MV Capital Management, Inc. | 15,909 | $890.6K | 0.12% | −375−2.3% | Reduced |
| Lathrop Investment Management Corp | 15,911 | $891.0K | 0.19% | 00.0% | Unchanged |
| Keel Point, LLC | 16,001 | $895.7K | 0.12% | −1,357−7.8% | Reduced |
| Hendley & Co Inc | 16,001 | $896.0K | 0.36% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 16,010 | $896.2K | 0.10% | −9−0.1% | Reduced |
| Renasant Bank | 16,032 | $897.5K | 0.76% | −3,935−19.7% | Reduced |
| Hudock, Inc. | 16,033 | $897.5K | 0.21% | −690−4.1% | Reduced |