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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 30,734 | $1.72M | 0.26% | −209−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 30,810 | $1.72M | 0.12% | −3,106−9.2% | Reduced |
| BSW Wealth Partners | 30,816 | $1.73M | 0.38% | −225−0.7% | Reduced |
| Holderness Investments Co | 30,846 | $1.73M | 0.67% | +99+0.3% | Added |
| Burney Co | 30,848 | $1.73M | 0.08% | −1,639−5.0% | Reduced |
| Fundamentun, LLC | 30,857 | $1.73M | 0.26% | +2,408+8.5% | Added |
| United Community Bank | 30,938 | $1.73M | 0.85% | +210+0.7% | Added |
| Desjardins Global Asset Management Inc. | 30,987 | $1.73M | 0.19% | −11,072−26.3% | Reduced |
| Tandem Investment Advisors, Inc. | 31,053 | $1.74M | 0.07% | +31,053 | New |
| Nixon Peabody Trust Co | 31,154 | $1.74M | 1.46% | +1,244+4.2% | Added |
| Banco de Sabadell, S.A | 31,159 | $1.75M | 1.51% | −3,153−9.2% | Reduced |
| Clarkston Capital Partners, LLC | 31,315 | $1.75M | 0.03% | +3,300+11.8% | Added |
| InterOcean Capital Group, LLC | 31,321 | $1.75M | 0.05% | −2,402−7.1% | Reduced |
| Cohen Investment Advisors LLC | 31,388 | $1.76M | 1.41% | +3,656+13.2% | Added |
| Peddock Capital Advisors, LLC | 31,394 | $1.76M | 0.59% | +300+1.0% | Added |
| Veracity Capital LLC | 31,404 | $1.76M | 0.82% | −1,403−4.3% | Reduced |
| Exchange Bank | 31,575 | $1.77M | 1.69% | −760−2.4% | Reduced |
| Clarius Group, LLC | 31,618 | $1.77M | 0.17% | −9,485−23.1% | Reduced |
| Manchester Capital Management LLC | 31,655 | $1.77M | 0.26% | −60−0.2% | Reduced |
| Bayesian Capital Management, LP | 31,700 | $1.77M | 0.20% | −149,700−82.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 31,735 | $1.78M | 0.72% | +3,474+12.3% | Added |
| Abacus Planning Group, Inc. | 31,832 | $1.78M | 0.43% | +111+0.3% | Added |
| Lion Street Advisors, LLC | 31,856 | $1.78M | 0.58% | +2,291+7.7% | Added |
| Empire Financial Management Company, LLC | 31,878 | $1.78M | 0.78% | −250−0.8% | Reduced |
| Armstrong Advisory Group, Inc | 31,994 | $1.79M | 0.20% | +457+1.4% | Added |
| Kovack Advisors, Inc. | 32,044 | $1.79M | 0.25% | +3,081+10.6% | Added |
| Adirondack Trust Co | 32,088 | $1.80M | 0.90% | +65+0.2% | Added |
| Dohj, LLC | 32,471 | $1.80M | 0.80% | +2,634+8.8% | Added |
| Arrow Financial Corp | 32,218 | $1.80M | 0.21% | +1,961+6.5% | Added |
| United Asset Strategies, Inc. | 32,222 | $1.80M | 0.23% | +1,478+4.8% | Added |
| Kingswood Wealth Advisors, LLC | 3,621 | $1.81M | 0.31% | +5+0.1% | Added |
| Mission Wealth Management, LP | 32,264 | $1.81M | 0.07% | +135+0.4% | Added |
| TCM Advisors, LLC | – | $1.81M | 1.62% | – | – |
| Fruth Investment Management | 32,327 | $1.81M | 0.54% | −450−1.4% | Reduced |
| Concord Wealth Partners | 32,341 | $1.81M | 0.38% | +1,989+6.6% | Added |
| Nations Financial Group Inc, | 32,487 | $1.82M | 0.18% | −3,088−8.7% | Reduced |
| Flagship Harbor Advisors, LLC | 32,517 | $1.82M | 0.15% | +1,557+5.0% | Added |
| Brighton Jones LLC | 32,592 | $1.82M | 0.09% | −77−0.2% | Reduced |
| WESPAC Advisors, LLC | 32,679 | $1.83M | 1.37% | +255+0.8% | Added |
| Ignite Planners, LLC | 34,942 | $1.83M | 0.56% | +536+1.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 32,706 | $1.83M | 1.18% | −3,500−9.7% | Reduced |
| Barr E S & Co | 32,937 | $1.84M | 0.13% | −2,679−7.5% | Reduced |
| Marshall Financial Group LLC | 32,952 | $1.84M | 0.66% | +161+0.5% | Added |
| Alpha DNA Investment Management LLC | 33,051 | $1.85M | 1.19% | −30,246−47.8% | Reduced |
| Certified Advisory Corp | 33,094 | $1.85M | 0.34% | +247+0.8% | Added |
| Insight Wealth Strategies, LLC | 33,172 | $1.86M | 0.36% | +2,755+9.1% | Added |
| WoodTrust Financial Corp | 33,250 | $1.86M | 0.36% | −800−2.3% | Reduced |
| Cobblestone Capital Advisors LLC | 33,281 | $1.86M | 0.14% | +786+2.4% | Added |
| ICW Investment Advisors LLC | 33,330 | $1.87M | 1.00% | +1,161+3.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 33,357 | $1.87M | 0.14% | +826+2.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 33,375 | $1.87M | 1.00% | +33,375 | New |
| TrimTabs Asset Management, LLC | 33,402 | $1.87M | 0.99% | −905−2.6% | Reduced |
| Thompson Investment Management, Inc. | 33,474 | $1.87M | 0.33% | −600−1.8% | Reduced |
| Papp L Roy & Associates | 33,533 | $1.88M | 0.25% | +955+2.9% | Added |
| Hedeker Wealth, LLC | 33,543 | $1.88M | 0.65% | +1,030+3.2% | Added |
| Highlander Capital Management, LLC | 33,580 | $1.88M | 0.74% | +2,000+6.3% | Added |
| Nelson Capital Management, LLC | 33,694 | $1.89M | 0.46% | −290−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 33,925 | $1.90M | 0.19% | −1,158−3.3% | Reduced |
| NWF Advisory Services Inc. | 34,067 | $1.91M | 0.45% | +1,982+6.2% | Added |
| BIP Wealth, LLC | 34,074 | $1.91M | 0.18% | +9,330+37.7% | Added |
| Telemus Capital, LLC | 34,122 | $1.91M | 0.18% | −10,261−23.1% | Reduced |
| Investors Asset Management of Georgia Inc | 34,888 | $1.91M | 1.06% | +217+0.6% | Added |
| Harbour Investments, Inc. | 34,225 | $1.92M | 0.10% | +1,147+3.5% | Added |
| Boston Financial Mangement LLC | 34,327 | $1.92M | 0.07% | −724−2.1% | Reduced |
| Chilton Investment Co LLC | 34,479 | $1.93M | 0.06% | +302+0.9% | Added |
| NatWest Group plc | 34,770 | $1.95M | 1.01% | −363−1.0% | Reduced |
| Ballentine Partners, LLC | 35,077 | $1.96M | 0.05% | −9,722−21.7% | Reduced |
| Pathway Financial Advisers, LLC | 35,109 | $1.97M | 0.81% | +35,109 | New |
| Evergreen Capital Management LLC | 34,855 | $1.97M | 0.09% | −3,510−9.1% | Reduced |
| Kavar Capital Partners Group, LLC | 35,183 | $1.97M | 0.43% | −24−0.1% | Reduced |
| Quadrant Capital Group LLC | 35,489 | $1.99M | 0.20% | −3,974−10.1% | Reduced |
| Stokes Family Office, LLC | 35,616 | $1.99M | 0.23% | −1,377−3.7% | Reduced |
| Advisors Management Group Inc | 35,648 | $2.00M | 0.60% | −550−1.5% | Reduced |
| Mach-1 Financial Group, Inc. | 35,692 | $2.00M | 0.84% | −30,269−45.9% | Reduced |
| Northstar Group, Inc. | 35,696 | $2.00M | 0.47% | +25+0.1% | Added |
| Regatta Capital Group, LLC | 35,760 | $2.00M | 0.64% | −213−0.6% | Reduced |
| Core Wealth Advisors, Inc. | 35,822 | $2.01M | 0.82% | +1,961+5.8% | Added |
| Inscription Capital, LLC | 35,853 | $2.01M | 0.65% | +216+0.6% | Added |
| Independence Bank of Kentucky | 36,128 | $2.02M | 0.85% | −182−0.5% | Reduced |
| Bragg Financial Advisors, Inc | 36,177 | $2.03M | 0.11% | −755−2.0% | Reduced |
| Roundview Capital LLC | 36,200 | $2.03M | 0.20% | −1,556−4.1% | Reduced |
| Independent Investors Inc | 36,225 | $2.03M | 0.51% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 36,274 | $2.03M | 0.07% | +6,074+20.1% | Added |
| TBH Global Asset Management, LLC | 36,285 | $2.03M | 0.39% | +27+0.1% | Added |
| First Business Financial Services, Inc. | 36,287 | $2.03M | 0.26% | +382+1.1% | Added |
| Cutler Group LP | 36,337 | $2.03M | 0.32% | −10,193−21.9% | Reduced |
| Profund Advisors LLC | 36,429 | $2.04M | 0.11% | −16,255−30.9% | Reduced |
| Smith, Moore & Co. | 36,502 | $2.04M | 0.27% | −1,023−2.7% | Reduced |
| Cacti Asset Management LLC | 36,600 | $2.05M | 0.19% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 36,767 | $2.06M | 0.20% | +5,741+18.5% | Added |
| Members Capital Advisors Inc | 36,766 | $2.06M | 2.56% | 00.0% | Unchanged |
| Clare Market Investments LLC | 36,985 | $2.07M | 0.81% | −213−0.6% | Reduced |
| Gifford Fong Associates | 37,000 | $2.07M | 0.50% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 37,090 | $2.08M | 1.58% | 00.0% | Unchanged |
| WMS Partners, LLC | 37,122 | $2.08M | 0.16% | −3,733−9.1% | Reduced |
| Shoker Investment Counsel, Inc. | 37,333 | $2.09M | 0.91% | −394−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 37,411 | $2.09M | 0.20% | −5,213−12.2% | Reduced |
| SeaCrest Wealth Management, LLC | 37,422 | $2.09M | 0.27% | −6,827−15.4% | Reduced |
| CVA Family Office, LLC | 37,484 | $2.10M | 0.48% | +712+1.9% | Added |
| Arbor Capital Management Inc | 38,317 | $2.10M | 1.87% | −116−0.3% | Reduced |