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 |
|---|---|---|---|---|---|
| O'Brien Greene & Co. Inc | 22,508 | $1.26M | 0.46% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 22,329 | $1.26M | 0.05% | +3,937+21.4% | Added |
| StoneX Group Inc. | 22,391 | $1.26M | 0.14% | −395−1.7% | Reduced |
| Sentry Investment Management LLC | 22,586 | $1.26M | 0.61% | −12,999−36.5% | Reduced |
| Aaron Wealth Advisors | 22,619 | $1.27M | 0.16% | −26,750−54.2% | Reduced |
| First Bank & Trust | 22,667 | $1.27M | 0.33% | +825+3.8% | Added |
| Edgewood Management LLC | 22,671 | $1.27M | 0.00% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 23,129 | $1.27M | 0.35% | +333+1.5% | Added |
| Appleton Partners Inc | 22,707 | $1.27M | 0.11% | −1,394−5.8% | Reduced |
| Claro Advisors LLC | 22,814 | $1.28M | 0.32% | −100−0.4% | Reduced |
| Front Row Advisors LLC | 22,617 | $1.28M | 0.59% | −3,500−13.4% | Reduced |
| Bridgeworth, LLC | 22,869 | $1.28M | 0.14% | +1,981+9.5% | Added |
| Financial Security Advisor, Inc. | 22,789 | $1.29M | 0.59% | +22,789 | New |
| Concord Asset Management, LLC | 23,005 | $1.29M | 0.43% | +6,111+36.2% | Added |
| Quest Investment Management LLC | 23,008 | $1.29M | 0.18% | −670−2.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 23,035 | $1.29M | 0.09% | −402−1.7% | Reduced |
| Founders Financial Alliance, LLC | 23,048 | $1.29M | 0.56% | −1,479−6.0% | Reduced |
| Walker Financial Services, Inc. | 23,103 | $1.29M | 1.26% | +1,392+6.4% | Added |
| Davidson Trust Co | 23,133 | $1.29M | 0.96% | −510−2.2% | Reduced |
| Summit X, LLC | 23,138 | $1.30M | 0.41% | −8,626−27.2% | Reduced |
| Smithfield Trust Co | 23,248 | $1.30M | 0.08% | −182−0.8% | Reduced |
| Smith Anglin Financial, LLC | 23,198 | $1.30M | 0.16% | −1,500−6.1% | Reduced |
| Center for Financial Planning, Inc. | 23,211 | $1.30M | 0.28% | −73−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 23,215 | $1.30M | 0.21% | −89−0.4% | Reduced |
| Summit Trail Advisors, LLC | 23,011 | $1.30M | 0.05% | −8,813−27.7% | Reduced |
| Blue Fin Capital, Inc. | 23,379 | $1.31M | 0.38% | −189−0.8% | Reduced |
| CIC Wealth, LLC | 23,400 | $1.31M | 0.47% | −1,422−5.7% | Reduced |
| Novare Capital Management LLC | 23,427 | $1.31M | 0.15% | −479−2.0% | Reduced |
| Investment House LLC | 23,485 | $1.31M | 0.10% | 00.0% | Unchanged |
| Bell Bank | 23,530 | $1.32M | 0.14% | +5,745+32.3% | Added |
| WBH Advisory Inc | 23,577 | $1.32M | 0.16% | −497−2.1% | Reduced |
| Terry L. Blaker | 23,636 | $1.32M | 0.12% | +216+0.9% | Added |
| Westhampton Capital, LLC | 23,643 | $1.32M | 0.85% | +50.0% | Added |
| Constitution Capital LLC | 23,650 | $1.32M | 0.90% | −7,260−23.5% | Reduced |
| Beacon Investment Advisors LLC | 23,708 | $1.33M | 0.94% | +89+0.4% | Added |
| Forefront Wealth Management Inc. | 23,755 | $1.33M | 1.87% | −102−0.4% | Reduced |
| Home Federal Bank of Tennessee | 23,882 | $1.34M | 0.50% | −66−0.3% | Reduced |
| Gries Financial LLC | 23,931 | $1.34M | 0.36% | +1,957+8.9% | Added |
| Mitchell Sinkler & Starr | 23,950 | $1.34M | 0.41% | +6,500+37.2% | Added |
| Hodges Capital Management Inc. | 23,965 | $1.34M | 0.16% | +23,965 | Added |
| Wedmont Private Capital | 25,389 | $1.34M | 0.14% | −9,344−26.9% | Reduced |
| Atlas Brown,Inc. | 24,006 | $1.34M | 0.61% | +195+0.8% | Added |
| Marcum Wealth, LLC | 24,039 | $1.35M | 0.16% | +1,388+6.1% | Added |
| Winch Advisory Services, LLC | 24,036 | $1.35M | 0.49% | +223+0.9% | Added |
| Mairs & Power Inc | 24,047 | $1.35M | 0.02% | −4,129−14.7% | Reduced |
| Intrua Financial, LLC | 24,048 | $1.35M | 0.24% | −90−0.4% | Reduced |
| First National Advisers, LLC | 24,056 | $1.35M | 0.60% | +15,566+183.3% | Added |
| Sunflower Bank, N.A. | 24,068 | $1.35M | 0.32% | +752+3.2% | Added |
| Old Point Trust & Financial Services N A | 24,095 | $1.35M | 0.61% | +150+0.6% | Added |
| Somerville Kurt F | 24,107 | $1.35M | 0.27% | −540−2.2% | Reduced |
| Key Financial Inc | 24,184 | $1.35M | 0.46% | +70.0% | Added |
| Security National Bank of So Dak | 24,232 | $1.36M | 1.00% | +671+2.8% | Added |
| Odey Asset Management LLP | 24,300 | $1.36M | 1.70% | +24,300 | New |
| Y-Intercept (Hong Kong) Ltd | 24,317 | $1.36M | 0.13% | −7,090−22.6% | Reduced |
| SageView Advisory Group, LLC | 24,354 | $1.36M | 0.08% | −4,402−15.3% | Reduced |
| Financial Council Asset Management Inc | 24,361 | $1.36M | 1.08% | −75−0.3% | Reduced |
| Edgestream Partners, L.P. | 24,406 | $1.37M | 0.11% | +24,406 | New |
| Park Place Capital Corp | 24,410 | $1.37M | 0.40% | −1,241−4.8% | Reduced |
| DF Dent & Co Inc | 24,432 | $1.37M | 0.02% | −13,354−35.3% | Reduced |
| Claret Asset Management Corp | 24,446 | $1.37M | 0.27% | +525+2.2% | Added |
| First County Bank | 24,439 | $1.37M | 0.71% | −627−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 24,472 | $1.37M | 0.13% | +259+1.1% | Added |
| G&S Capital LLC | 24,502 | $1.37M | 0.70% | −1,265−4.9% | Reduced |
| Citizens & Northern Corp | 24,525 | $1.37M | 0.55% | −516−2.1% | Reduced |
| International Assets Investment Management, LLC | 24,572 | $1.37M | 0.19% | +1,691+7.4% | Added |
| Boyd Watterson Asset Management LLC | 24,563 | $1.38M | 0.60% | −50.0% | Reduced |
| NovaPoint Capital, LLC | 24,621 | $1.38M | 0.55% | +152+0.6% | Added |
| Dodge & Cox | 24,635 | $1.38M | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 24,672 | $1.38M | 0.28% | +994+4.2% | Added |
| Bedel Financial Consulting Inc | 24,672 | $1.38M | 0.28% | +24,672 | New |
| Court Place Advisors, LLC | 24,745 | $1.39M | 0.49% | −497−2.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 24,765 | $1.39M | 0.05% | +1,445+6.2% | Added |
| Keystone Financial Group | 24,821 | $1.39M | 0.23% | +1,047+4.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,826 | $1.39M | 0.09% | −1,747−6.6% | Reduced |
| Full Sail Capital, LLC | 24,895 | $1.39M | 0.12% | +70+0.3% | Added |
| Focus Financial Network, Inc. | 24,735 | $1.40M | 0.08% | −154−0.6% | Reduced |
| West Branch Capital LLC | 24,957 | $1.40M | 0.73% | +875+3.6% | Added |
| Courier Capital LLC | 24,994 | $1.40M | 0.12% | +43+0.2% | Added |
| Barbara Oil Co. | 25,000 | $1.40M | 0.66% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 25,053 | $1.40M | 0.22% | +50.0% | Added |
| Carson Advisory Inc. | 25,065 | $1.40M | 1.23% | +2,142+9.3% | Added |
| Oak Thistle LLC | 25,075 | $1.40M | 0.41% | +11,552+85.4% | Added |
| Stiles Financial Services Inc | 25,081 | $1.40M | 0.73% | −149−0.6% | Reduced |
| Hills Bank & Trust Co | 25,138 | $1.41M | 0.16% | +649+2.7% | Added |
| Exeter Financial, LLC | 25,172 | $1.41M | 0.74% | +665+2.7% | Added |
| SlateStone Wealth, LLC | 25,235 | $1.41M | 0.21% | +25,235 | New |
| Harrell Investment Partners, LLC | 25,469 | $1.41M | 0.48% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 25,283 | $1.42M | 0.33% | +2,470+10.8% | Added |
| Nordwand Advisors, LLC | 25,336 | $1.42M | 0.28% | −4,437−14.9% | Reduced |
| EPG Wealth Management LLC | 25,376 | $1.42M | 0.43% | +944+3.9% | Added |
| Buckingham Capital Management, Inc. | 25,399 | $1.42M | 0.22% | +1,247+5.2% | Added |
| Lake Street Advisors Group, LLC | 25,459 | $1.43M | 0.08% | +641+2.6% | Added |
| TFG Advisers LLC | 25,479 | $1.43M | 0.67% | +1,091+4.5% | Added |
| Accretive Wealth Partners, LLC | 25,492 | $1.43M | 0.85% | −439−1.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 25,514 | $1.43M | 0.03% | −82−0.3% | Reduced |
| Darwin Advisors, LLC | 25,544 | $1.43M | 0.38% | +449+1.8% | Added |
| Goepper Burkhardt LLC | 25,565 | $1.43M | 0.87% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 25,589 | $1.43M | 0.14% | −2,491−8.9% | Reduced |
| First Foundation Advisors | 25,602 | $1.43M | 0.07% | −6,254−19.6% | Reduced |
| Whitener Capital Management, Inc. | 25,638 | $1.44M | 0.57% | −73−0.3% | Reduced |