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 |
|---|---|---|---|---|---|
| Shulman DeMeo Asset Management LLC | 18,475 | $1.03M | 0.35% | −1,274−6.5% | Reduced |
| Northern Financial Advisors Inc | 18,482 | $1.03M | 0.95% | −2,348−11.3% | Reduced |
| Cito Capital Group, LLC | 18,360 | $1.04M | 0.50% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 18,570 | $1.04M | 0.06% | −848−4.4% | Reduced |
| Valmark Advisers, Inc. | 18,658 | $1.04M | 0.02% | +2,300+14.1% | Added |
| GSB Wealth Management, LLC | 18,685 | $1.05M | 0.35% | +367+2.0% | Added |
| Buckingham Strategic Partners | 18,857 | $1.06M | 0.05% | +9,949+111.7% | Added |
| American Trust | 18,864 | $1.06M | 0.08% | −4,701−19.9% | Reduced |
| Personal Cfo Solutions, LLC | 18,921 | $1.06M | 0.21% | +934+5.2% | Added |
| Exchange Capital Management, Inc. | 18,947 | $1.06M | 0.20% | −1,754−8.5% | Reduced |
| Windsor Capital Management, LLC | 18,961 | $1.06M | 0.37% | +12+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 19,009 | $1.06M | 0.09% | −9,187−32.6% | Reduced |
| Tobam | 19,139 | $1.07M | 0.09% | −1,499−7.3% | Reduced |
| Creative Financial Designs Inc | 19,159 | $1.07M | 0.13% | +13,842+260.3% | Added |
| Keating Investment Counselors Inc | 19,200 | $1.07M | 0.36% | +600+3.2% | Added |
| Harbor Investment Advisory, LLC | 19,368 | $1.08M | 0.14% | +511+2.7% | Added |
| Arden Trust Co | 19,422 | $1.09M | 0.18% | −3,905−16.7% | Reduced |
| Little House Capital LLC | 19,425 | $1.09M | 0.45% | +819+4.4% | Added |
| High Net Worth Advisory Group LLC | 19,442 | $1.09M | 0.44% | −1,043−5.1% | Reduced |
| Monetary Management Group Inc | 19,445 | $1.09M | 0.36% | −100−0.5% | Reduced |
| Old North State Trust, LLC | 19,551 | $1.09M | 0.85% | −345−1.7% | Reduced |
| Missouri Trust & Investment Co | 19,549 | $1.09M | 0.49% | +11,353+138.5% | Added |
| Lloyd Advisory Services, LLC. | 19,557 | $1.09M | 0.36% | +19,557 | New |
| Norden Group LLC | 19,557 | $1.09M | 0.36% | +19,557 | New |
| Segment Wealth Management, LLC | 19,679 | $1.10M | 0.11% | +1,003+5.4% | Added |
| Core Alternative Capital | 19,707 | $1.10M | 0.17% | +4,887+33.0% | Added |
| Berkeley Capital Partners, LLC | 19,750 | $1.11M | 0.40% | +93+0.5% | Added |
| Means Investment Co., Inc. | 19,779 | $1.11M | 0.18% | +41+0.2% | Added |
| New Hampshire Trust | 19,841 | $1.11M | 0.30% | −1,007−4.8% | Reduced |
| Calamos Wealth Management LLC | 19,915 | $1.11M | 0.08% | −129,542−86.7% | Reduced |
| Prestige Wealth Management Group LLC | 19,780 | $1.12M | 0.28% | +536+2.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 20,008 | $1.12M | 0.01% | −151−0.7% | Reduced |
| CNB Bank | 20,022 | $1.12M | 0.66% | +54+0.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 19,026 | $1.12M | 0.93% | +6,826+56.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,063 | $1.12M | 0.03% | −11,080−35.6% | Reduced |
| WealthShield Partners, LLC | 19,925 | $1.12M | 0.17% | −1,101−5.2% | Reduced |
| 1st Source Bank | 20,199 | $1.13M | 0.08% | +263+1.3% | Added |
| Meridian Wealth Advisors, LLC | 20,200 | $1.13M | 0.28% | −147−0.7% | Reduced |
| My Legacy Advisors, LLC | 20,836 | $1.13M | 0.46% | +78+0.4% | Added |
| AJ Advisors, LLC | 20,342 | $1.14M | 0.86% | −649−3.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 20,370 | $1.14M | 0.06% | +10,422+104.8% | Added |
| Miracle Mile Advisors, LLC | 20,503 | $1.15M | 0.04% | −584−2.8% | Reduced |
| Brady Family Wealth, LLC | 20,558 | $1.15M | 0.44% | +29+0.1% | Added |
| Sandy Cove Advisors, LLC | 20,569 | $1.15M | 0.67% | +573+2.9% | Added |
| Continuum Advisory, LLC | 47,681 | $1.15M | 0.19% | +402+0.9% | Added |
| Lederer & Associates Investment Counsel | 20,635 | $1.16M | 0.92% | −1,000−4.6% | Reduced |
| VeraBank, N.A. | 20,663 | $1.16M | 0.44% | +250+1.2% | Added |
| Pacific Wealth Strategies Group, Inc. | 20,664 | $1.16M | 1.22% | +4,589+28.5% | Added |
| Luts & Greenleigh Group, Inc | 20,803 | $1.16M | 1.45% | −59−0.3% | Reduced |
| Robbins Farley LLC | 20,844 | $1.17M | 0.82% | +169+0.8% | Added |
| Salomon & Ludwin, LLC | 20,879 | $1.17M | 0.12% | −1,090−5.0% | Reduced |
| Doliver Advisors, LP | 20,909 | $1.17M | 0.35% | +20.0% | Added |
| Ledge Wealth Management, Inc. | 20,910 | $1.17M | 0.53% | +1,877+9.9% | Added |
| Rothschild Investment Corp | 20,963 | $1.17M | 0.10% | +2,315+12.4% | Added |
| Heritage Financial Services, LLC | 20,984 | $1.17M | 0.23% | +959+4.8% | Added |
| Martin & Co Inc | 21,040 | $1.18M | 0.31% | +443+2.2% | Added |
| Delta Asset Management LLC | 21,082 | $1.18M | 0.12% | +50.0% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 21,100 | $1.18M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 21,121 | $1.18M | 0.01% | +2,237+11.8% | Added |
| W Advisors, LLC | 21,131 | $1.18M | 0.97% | −423−2.0% | Reduced |
| Joel Isaacson & Co., LLC | 21,147 | $1.18M | 0.08% | +314+1.5% | Added |
| Hudson Value Partners, LLC | 21,156 | $1.18M | 0.62% | 00.0% | Unchanged |
| St Germain D J Co Inc | 21,186 | $1.19M | 0.07% | −1,310−5.8% | Reduced |
| Laidlaw Wealth Management LLC | 21,220 | $1.19M | 0.39% | −1,598−7.0% | Reduced |
| Versor Investments LP | 21,262 | $1.19M | 0.24% | −3,781−15.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 21,334 | $1.19M | 1.25% | +700+3.4% | Added |
| Monument Capital Management | 21,349 | $1.20M | 0.40% | −2,693−11.2% | Reduced |
| Smith & Howard Wealth Management, LLC | 21,350 | $1.20M | 0.42% | +43+0.2% | Added |
| Emfo, LLC | 21,384 | $1.20M | 1.13% | −9,234−30.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21,399 | $1.20M | 0.29% | −1,501−6.6% | Reduced |
| Romano Brothers and Company | 21,422 | $1.20M | 0.19% | +335+1.6% | Added |
| Wilkinson Global Asset Management LLC | 21,475 | $1.20M | 0.09% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 21,484 | $1.20M | 0.50% | +947+4.6% | Added |
| XML Financial, LLC | 21,514 | $1.20M | 0.14% | +618+3.0% | Added |
| Kennedy Investment Group | 21,543 | $1.21M | 0.73% | +163+0.8% | Added |
| Autumn Glory Partners, LLC | 21,585 | $1.21M | 0.74% | −1,267−5.5% | Reduced |
| Summit Asset Management, LLC | 21,601 | $1.21M | 0.33% | −11−0.1% | Reduced |
| JT Stratford LLC | 21,688 | $1.21M | 0.31% | +301+1.4% | Added |
| Knuff & Co LLC | 21,740 | $1.22M | 0.49% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 21,769 | $1.22M | 0.87% | −2,186−9.1% | Reduced |
| Garrison Point Advisors, LLC | 21,789 | $1.22M | 0.94% | +376+1.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 21,815 | $1.22M | 0.59% | +63+0.3% | Added |
| FinTrust Capital Advisors, LLC | 21,831 | $1.22M | 0.27% | −278−1.3% | Reduced |
| Octavia Wealth Advisors, LLC | 21,887 | $1.24M | 0.25% | +358+1.7% | Added |
| Financial Sense Advisors, Inc. | 22,068 | $1.24M | 0.53% | +1,362+6.6% | Added |
| Beaton Management Co. Inc. | 22,090 | $1.24M | 0.80% | +4,915+28.6% | Added |
| Navalign, LLC | 22,194 | $1.24M | 0.47% | +541+2.5% | Added |
| Lee Financial Co | 22,244 | $1.25M | 0.23% | +1,097+5.2% | Added |
| Symphony Financial, Ltd. Co. | 22,529 | $1.25M | 0.31% | −1,601−6.6% | Reduced |
| Graypoint LLC | 22,343 | $1.25M | 0.12% | −1,340−5.7% | Reduced |
| Alerus Financial NA | 22,350 | $1.25M | 0.11% | −256−1.1% | Reduced |
| Golden State Equity Partners | 22,361 | $1.25M | 0.35% | +1,606+7.7% | Added |
| Financial Advisory Service, Inc. | 22,394 | $1.25M | 0.13% | +132+0.6% | Added |
| Norway Savings Bank | 22,408 | $1.25M | 0.62% | −250−1.1% | Reduced |
| Ogorek Anthony Joseph | 22,431 | $1.25M | 0.49% | −180−0.8% | Reduced |
| Ontario Teachers Pension Plan Board | 22,421 | $1.26M | 0.01% | +22,421 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 22,425 | $1.26M | 0.30% | 00.0% | Unchanged |
| City State Bank | 22,469 | $1.26M | 0.69% | +274+1.2% | Added |
| Grove Bank & Trust | 22,478 | $1.26M | 0.26% | +1,367+6.5% | Added |
| Genus Capital Management Inc. | 22,500 | $1.26M | 0.20% | +22,500 | New |