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 |
|---|---|---|---|---|---|
| Karpas Strategies, LLC | 25,645 | $1.44M | 0.53% | +20.0% | Added |
| Red Cedar Investment Management, LLC | 25,747 | $1.44M | 0.22% | +228+0.9% | Added |
| Great Lakes Advisors, LLC | 25,759 | $1.44M | 0.01% | −7,318−22.1% | Reduced |
| Bank of Nova Scotia Trust Co | 25,789 | $1.44M | 0.17% | −4,010−13.5% | Reduced |
| Belpointe Asset Management LLC | 25,791 | $1.44M | 0.15% | +2,225+9.4% | Added |
| Nwam LLC | 25,796 | $1.44M | 0.15% | −1,716−6.2% | Reduced |
| Linscomb & Williams, Inc. | 25,870 | $1.45M | 0.08% | +809+3.2% | Added |
| Motley Fool Wealth Management, LLC | 26,295 | $1.45M | 0.08% | +825+3.2% | Added |
| Boyar Asset Management Inc. | 26,063 | $1.46M | 1.15% | +10.0% | Added |
| Tevis Investment Management | 26,072 | $1.46M | 1.48% | 00.0% | Unchanged |
| Invst, LLC | 26,111 | $1.46M | 0.21% | +1,866+7.7% | Added |
| Independent Financial Group, LLC | 26,125 | $1.46M | 0.10% | +1,684+6.9% | Added |
| Ethic Inc. | 26,132 | $1.46M | 0.05% | −4,300−14.1% | Reduced |
| Imprint Wealth LLC | 26,013 | $1.47M | 1.24% | −5,989−18.7% | Reduced |
| Chicago Partners Investment Group LLC | 27,126 | $1.47M | 0.08% | +84+0.3% | Added |
| Xcel Wealth Management, LLC | 26,228 | $1.47M | 0.58% | −3,517−11.8% | Reduced |
| Silver Lake Advisory, LLC | 26,235 | $1.47M | 0.91% | +72+0.3% | Added |
| Wolff Wiese Magana LLC | 26,246 | $1.47M | 1.19% | −814−3.0% | Reduced |
| Convergence Investment Partners, LLC | 26,341 | $1.48M | 0.87% | −527−2.0% | Reduced |
| Providence Wealth Advisors, LLC | 26,699 | $1.48M | 1.65% | +279+1.1% | Added |
| Mastrapasqua Asset Management Inc | 26,414 | $1.48M | 0.17% | −286−1.1% | Reduced |
| Naples Global Advisors, LLC | 26,223 | $1.48M | 0.18% | +2,303+9.6% | Added |
| Credential Qtrade Securities Inc. | 26,431 | $1.48M | 0.10% | −110.0% | Reduced |
| Abbrea Capital, LLC | 26,262 | $1.48M | 0.24% | −450−1.7% | Reduced |
| Wafra Inc. | 26,575 | $1.49M | 0.05% | −443,858−94.4% | Reduced |
| Bridges Investment Management Inc | 26,650 | $1.49M | 0.05% | −50−0.2% | Reduced |
| Roberts Glore & Co Inc | 26,669 | $1.49M | 0.49% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 26,706 | $1.50M | 0.35% | +75+0.3% | Added |
| Widmann Financial Services, Inc. | 26,736 | $1.50M | 1.49% | +1,580+6.3% | Added |
| Lake Street Financial LLC | 26,861 | $1.50M | 0.27% | +2,683+11.1% | Added |
| Coastal Bridge Advisors, LLC | 26,810 | $1.50M | 0.40% | +629+2.4% | Added |
| Deseret Mutual Benefit Administrators | 26,822 | $1.50M | 0.74% | −5,176−16.2% | Reduced |
| Aprio Wealth Management, LLC | 26,869 | $1.50M | 0.41% | +1,084+4.2% | Added |
| Jones Financial Companies LLLP | 26,994 | $1.51M | 0.00% | +5,256+24.2% | Added |
| AIMZ Investment Advisors, LLC | 27,038 | $1.51M | 0.67% | −295−1.1% | Reduced |
| Waddell & Associates, LLC | 27,136 | $1.52M | 0.22% | +189+0.7% | Added |
| Hall Capital Management Co Inc | 27,236 | $1.52M | 0.98% | −28−0.1% | Reduced |
| Pictet & Cie (Europe) SA | 27,250 | $1.53M | 0.05% | −86−0.3% | Reduced |
| Peoples Financial Services Corp. | 27,341 | $1.53M | 0.72% | −2,155−7.3% | Reduced |
| Tranquility Partners, LLC | 27,372 | $1.53M | 0.66% | +19+0.1% | Added |
| Strengthening Families & Communities, LLC | 27,382 | $1.53M | 0.66% | +1,540+6.0% | Added |
| Klingenstein Fields & Co LP | 27,501 | $1.54M | 0.08% | +2,155+8.5% | Added |
| Raleigh Capital Management Inc. | 27,559 | $1.54M | 0.79% | +328+1.2% | Added |
| WCG Wealth Advisors LLC | 26,216 | $1.55M | 0.11% | +26,216 | New |
| Curbstone Financial Management Corp | 27,618 | $1.55M | 0.38% | −340−1.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 27,629 | $1.55M | 0.04% | +27,629 | New |
| Eagle Global Advisors LLC | 27,643 | $1.55M | 0.10% | 00.0% | Unchanged |
| C WorldWide Group Holding A/S | 27,721 | $1.55M | 0.02% | +27,721 | New |
| Access Financial Services, Inc. | 27,728 | $1.55M | 0.93% | +1,035+3.9% | Added |
| MQS Management LLC | 27,802 | $1.56M | 0.95% | +27,802 | New |
| Aull & Monroe Investment Management Corp | 27,909 | $1.56M | 0.82% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 28,028 | $1.57M | 0.21% | +5,304+23.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 28,142 | $1.58M | 0.07% | −38,619−57.8% | Reduced |
| Osborne Partners Capital Management, LLC | 28,151 | $1.58M | 0.12% | −3,176−10.1% | Reduced |
| Secure Asset Management, LLC | 28,173 | $1.58M | 0.47% | −8,035−22.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 28,182 | $1.58M | 0.19% | −341−1.2% | Reduced |
| RMR Wealth Builders | 28,208 | $1.58M | 0.25% | +8,360+42.1% | Added |
| Lakeview Capital Partners, LLC | 28,355 | $1.59M | 0.31% | −1,935−6.4% | Reduced |
| Smith Shellnut Wilson LLC | 28,515 | $1.60M | 0.98% | −4,208−12.9% | Reduced |
| NorthRock Partners, LLC | 28,556 | $1.60M | 0.17% | +12,216+74.8% | Added |
| Eclectic Associates Inc | 28,660 | $1.60M | 0.82% | +701+2.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 28,691 | $1.61M | 0.47% | +1,465+5.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 28,717 | $1.61M | 0.72% | +6,941+31.9% | Added |
| Meridian Management Co | 28,730 | $1.61M | 0.52% | +357+1.3% | Added |
| Wealthcare Advisory Partners LLC | 28,739 | $1.61M | 0.07% | −2,106−6.8% | Reduced |
| Koshinski Asset Management, Inc. | 28,882 | $1.62M | 0.19% | −209−0.7% | Reduced |
| Sweet Financial Partners, LLC | 28,918 | $1.62M | 0.43% | +2,676+10.2% | Added |
| First Personal Financial Services | 28,928 | $1.62M | 0.42% | −986−3.3% | Reduced |
| AlphaStar Capital Management, LLC | 28,930 | $1.62M | 0.20% | −19,871−40.7% | Reduced |
| Strategic Blueprint, LLC | 28,934 | $1.62M | 0.15% | +58+0.2% | Added |
| Bowen Hanes & Co Inc | 28,942 | $1.62M | 0.05% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 28,960 | $1.62M | 0.50% | +1,248+4.5% | Added |
| Bank Ozk | 29,043 | $1.63M | 0.89% | +6,675+29.8% | Added |
| Boltwood Capital Management | 29,154 | $1.63M | 0.60% | −613−2.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 29,263 | $1.64M | 0.58% | +413+1.4% | Added |
| M. Kulyk & Associates, LLC | 29,329 | $1.64M | 0.46% | −649−2.2% | Reduced |
| Palumbo Wealth Management LLC | 29,350 | $1.64M | 0.90% | +8,927+43.7% | Added |
| Chicago Trust Co NA | 29,420 | $1.65M | 0.41% | −2,459−7.7% | Reduced |
| Mirabella Financial Services LLP | 29,566 | $1.66M | 0.24% | +11,036+59.6% | Added |
| Bonness Enterprises Inc | 29,600 | $1.66M | 0.76% | 00.0% | Unchanged |
| Excalibur Management Corp | 29,635 | $1.66M | 0.86% | +17+0.1% | Added |
| Washington Trust Co | 29,697 | $1.66M | 0.07% | +522+1.8% | Added |
| Intrust Bank NA | 29,765 | $1.67M | 0.21% | −3,949−11.7% | Reduced |
| Echo Street Capital Management LLC | 29,797 | $1.67M | 0.02% | +17,532+142.9% | Added |
| Channel Wealth LLC | 29,898 | $1.67M | 0.94% | +5,007+20.1% | Added |
| Beaumont Financial Advisors, LLC | 29,936 | $1.68M | 0.17% | +217+0.7% | Added |
| LMG Wealth Partners, LLC | 29,942 | $1.68M | 0.51% | +2,330+8.4% | Added |
| FDx Advisors, Inc. | 29,993 | $1.68M | 0.14% | −40,896−57.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 30,000 | $1.68M | 0.48% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 30,030 | $1.68M | 0.24% | −169−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 30,050 | $1.68M | 0.34% | −1,573−5.0% | Reduced |
| Valicenti Advisory Services Inc | 30,156 | $1.69M | 0.58% | −88−0.3% | Reduced |
| Financial Advocates Investment Management | 30,320 | $1.70M | 0.13% | +1,031+3.5% | Added |
| Silverlake Wealth Management LLC | 30,343 | $1.70M | 0.95% | −24−0.1% | Reduced |
| Naviter Wealth, LLC | 30,145 | $1.70M | 0.41% | +1,972+7.0% | Added |
| Rehmann Capital Advisory Group | 30,416 | $1.70M | 0.16% | +1,716+6.0% | Added |
| Ridgecrest Wealth Partners, LLC | 30,428 | $1.70M | 1.19% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 30,566 | $1.71M | 0.75% | +5,058+19.8% | Added |
| Diligent Investors, LLC | 30,627 | $1.71M | 0.52% | −53−0.2% | Reduced |
| Massachusetts Wealth Management | 30,723 | $1.72M | 1.58% | +750+2.5% | Added |