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 |
|---|---|---|---|---|---|
| Telos Capital Management, Inc. | 16,061 | $899.1K | 0.12% | −261−1.6% | Reduced |
| Wellington Shields & Co., LLC | 16,075 | $899.9K | 0.22% | −100−0.6% | Reduced |
| RMB Capital Management, LLC | 16,090 | $900.7K | 0.03% | −515−3.1% | Reduced |
| Oxler Private Wealth LLC | 16,094 | $901.2K | 0.45% | +119+0.7% | Added |
| Clear Harbor Asset Management, LLC | 16,184 | $906.0K | 0.09% | −250−1.5% | Reduced |
| Aries Wealth Management | 16,988 | $907.7K | 0.36% | +1,422+9.1% | Added |
| Webster Bank, N. A. | 16,215 | $907.7K | 0.12% | −664−3.9% | Reduced |
| Marathon Capital Management | 16,228 | $908.4K | 0.23% | −25−0.2% | Reduced |
| Bank of New Hampshire | 16,247 | $909.5K | 0.27% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 16,264 | $910.4K | 0.40% | +25+0.2% | Added |
| Voya Financial Advisors, Inc. | 16,353 | $912.7K | 0.11% | +592+3.8% | Added |
| Powers Advisory Group, LLC | 16,325 | $913.9K | 0.62% | −1,657−9.2% | Reduced |
| Davis R M Inc | 16,328 | $914.0K | 0.02% | −2,766−14.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 16,333 | $914.3K | 0.54% | −539−3.2% | Reduced |
| Strategic Advocates LLC | 16,369 | $916.3K | 0.43% | +16,369 | New |
| Confluence Wealth Services, Inc. | 16,380 | $916.9K | 0.18% | −200−1.2% | Reduced |
| Hunter Associates Investment Management LLC | 16,365 | $917.0K | 0.19% | +556+3.5% | Added |
| Itau Unibanco Holding S.A. | 16,404 | $918.3K | 0.04% | −2,279−12.2% | Reduced |
| Westmount Partners, LLC | 16,412 | $918.7K | 0.40% | +1,025+6.7% | Added |
| Longfellow Investment Management Co LLC | 16,419 | $919.1K | 0.24% | +2,487+17.9% | Added |
| Coco Enterprises, LLC | 16,432 | $919.9K | 0.74% | +3,295+25.1% | Added |
| Evoke Wealth, LLC | 16,351 | $922.8K | 0.03% | +1,754+12.0% | Added |
| Sage Mountain Advisors LLC | 16,501 | $923.7K | 0.13% | +266+1.6% | Added |
| Waterfront Wealth Inc. | 17,085 | $924.5K | 0.30% | +2,643+18.3% | Added |
| Mainstay Capital Management LLC | 16,566 | $927.4K | 0.20% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 16,435 | $927.6K | 0.21% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 16,591 | $929.0K | 0.79% | −87−0.5% | Reduced |
| Providence First Trust Co | 16,640 | $931.5K | 0.52% | 00.0% | Unchanged |
| American National Bank | 16,661 | $932.7K | 0.16% | +1,330+8.7% | Added |
| Catalyst Financial Partners LLC | 16,691 | $934.4K | 0.30% | +51+0.3% | Added |
| First Command Advisory Services, Inc. | 16,698 | $934.8K | 0.01% | +16,695+556,500.0% | Added |
| Sepio Capital, LP | 16,703 | $935.0K | 0.08% | −39−0.2% | Reduced |
| Eagle Ridge Investment Management | 16,710 | $935.4K | 0.10% | 00.0% | Unchanged |
| Diametric Capital, LP | 16,724 | $936.2K | 0.39% | +16,724 | New |
| First Financial Bank - Trust Division | 16,731 | $936.6K | 0.10% | +2,289+15.8% | Added |
| AFS Financial Group, LLC | 16,744 | $937.3K | 0.64% | +302+1.8% | Added |
| Thrive Wealth Management, LLC | 16,745 | $937.4K | 0.25% | +1,063+6.8% | Added |
| Old Port Advisors | 16,783 | $939.5K | 0.34% | +16,783 | New |
| Cornell Pochily Investment Advisors, Inc. | 16,791 | $940.0K | 0.41% | −130−0.8% | Reduced |
| Oak Hill Wealth Advisors, LLC | 16,797 | $940.3K | 0.36% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 16,830 | $942.1K | 0.08% | −7,000−29.4% | Reduced |
| America First Investment Advisors, LLC | 16,848 | $943.2K | 0.26% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 16,917 | $947.0K | 0.82% | +1,323+8.5% | Added |
| Founders Capital Management | 16,938 | $948.2K | 0.72% | −750−4.2% | Reduced |
| Mayfair Advisory Group, LLC | 17,555 | $948.5K | 0.92% | +1,615+10.1% | Added |
| Caption Management, LLC | 17,000 | $951.7K | 0.12% | +17,000 | New |
| Ledyard National Bank | 17,003 | $951.8K | 0.11% | −599−3.4% | Reduced |
| CAPROCK Group, Inc. | 16,911 | $954.9K | 0.07% | −3,007−15.1% | Reduced |
| Wintrust Investments LLC | 17,058 | $955.0K | 0.10% | +289+1.7% | Added |
| Royal Capital Wealth Management, LLC | 17,119 | $958.3K | 0.92% | −252−1.5% | Reduced |
| Capstone Financial Advisors, Inc. | 17,121 | $958.4K | 0.08% | +115+0.7% | Added |
| GM Advisory Group, Inc. | 17,138 | $959.4K | 0.08% | −758−4.2% | Reduced |
| Advisor OS, LLC | 17,179 | $961.6K | 0.14% | +748+4.6% | Added |
| Bray Capital Advisors | 17,189 | $962.2K | 0.29% | +1,167+7.3% | Added |
| RF&L Wealth Management, LLC | 17,200 | $962.9K | 0.89% | −380−2.2% | Reduced |
| Blume Capital Management, Inc. | 17,200 | $962.9K | 0.29% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 17,272 | $966.9K | 0.09% | +175+1.0% | Added |
| Cahaba Wealth Management, Inc. | 17,281 | $967.4K | 0.11% | −425−2.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 17,294 | $968.1K | 0.20% | +363+2.1% | Added |
| Aire Advisors, LLC | 17,308 | $968.9K | 0.26% | +401+2.4% | Added |
| Resource Planning Group | 17,341 | $970.7K | 0.82% | −61−0.4% | Reduced |
| Ballast Advisors LLC | 17,386 | $973.3K | 0.39% | +977+6.0% | Added |
| Prostatis Group LLC | 17,253 | $974.6K | 0.48% | −854,385−98.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 17,418 | $976.0K | 0.13% | −1,168−6.3% | Reduced |
| Next Capital Management LLC | 17,450 | $976.9K | 0.44% | −2,370−12.0% | Reduced |
| NFP Retirement, Inc. | 17,478 | $978.4K | 0.19% | −21−0.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 17,479 | $978.5K | 0.27% | +17,479 | New |
| PFG Investments, LLC | 17,512 | $980.3K | 0.18% | +1,471+9.2% | Added |
| MONECO Advisors, LLC | 17,525 | $981.0K | 0.27% | +189+1.1% | Added |
| Sendero Wealth Management, LLC | 17,526 | $981.1K | 0.21% | 00.0% | Unchanged |
| Essex Savings Bank | 17,545 | $982.0K | 0.33% | −1,323−7.0% | Reduced |
| Fox Run Management, L.L.C. | 17,611 | $985.9K | 0.29% | +6,828+63.3% | Added |
| Vise Technologies, Inc. | 17,624 | $986.6K | 0.24% | +478+2.8% | Added |
| Summit Place Financial Advisors, LLC | 17,624 | $986.6K | 0.70% | −535−2.9% | Reduced |
| Great Lakes Retirement, Inc. | 17,511 | $988.2K | 0.18% | +960+5.8% | Added |
| Farmers Trust Co | 17,720 | $992.0K | 0.23% | −94−0.5% | Reduced |
| TRUE Private Wealth Advisors | 17,748 | $993.5K | 0.14% | +2,701+18.0% | Added |
| Aberdeen Wealth Management LLC | 17,760 | $994.2K | 0.75% | +40.0% | Added |
| MidWestOne Financial Group, Inc. | 17,763 | $994.4K | 0.23% | +227+1.3% | Added |
| Ashburton (Jersey) Ltd | 16,527 | $995.0K | 0.48% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 17,560 | $996.0K | 0.37% | −13,709−43.8% | Reduced |
| BBR Partners, LLC | 17,818 | $997.5K | 0.11% | +4,426+33.0% | Added |
| Buffington Mohr McNeal | 17,852 | $999.4K | 0.23% | +80.0% | Added |
| Advisors Capital Management, LLC | 17,910 | $1.00M | 0.03% | +830+4.9% | Added |
| Grimes & Company, Inc. | 17,998 | $1.01M | 0.04% | −217−1.2% | Reduced |
| Regents of the University of California | 18,000 | $1.01M | 0.13% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 18,009 | $1.01M | 0.03% | −7,893−30.5% | Reduced |
| B&D White Capital Company, LLC | 18,035 | $1.01M | 0.38% | +18,035 | New |
| Prosperity Consulting Group, LLC | 18,039 | $1.01M | 0.46% | +4,411+32.4% | Added |
| Options Solutions, LLC | 18,047 | $1.01M | 1.16% | −596−3.2% | Reduced |
| Private Capital Advisors, Inc. | 18,010 | $1.02M | 0.16% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 18,200 | $1.02M | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 18,249 | $1.02M | 0.13% | +18,249 | New |
| Spinnaker Trust | 18,255 | $1.02M | 0.08% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 18,304 | $1.02M | 0.33% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 18,332 | $1.03M | 0.60% | +718+4.1% | Added |
| Brave Asset Management Inc | 18,357 | $1.03M | 0.31% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 18,362 | $1.03M | 0.75% | +50.0% | Added |
| Successful Portfolios LLC | 18,412 | $1.03M | 0.91% | +61+0.3% | Added |
| Souders Financial Advisors | 18,439 | $1.03M | 0.20% | +4,206+29.6% | Added |