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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 37,550 | $2.10M | 0.72% | −727−1.9% | Reduced |
| Keystone Financial Planning, Inc. | 37,644 | $2.11M | 0.74% | −116−0.3% | Reduced |
| Jag Capital Management, LLC | 37,792 | $2.12M | 0.26% | +1,309+3.6% | Added |
| North Star Asset Management Inc | 37,794 | $2.12M | 0.12% | −1,867−4.7% | Reduced |
| Nicolet Bankshares Inc | 37,884 | $2.12M | 0.65% | −6,235−14.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 38,022 | $2.13M | 0.73% | −1,469−3.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 38,061 | $2.13M | 0.34% | +2,474+7.0% | Added |
| Wellington Shields Capital Management, LLC | 38,153 | $2.14M | 0.28% | −11,398−23.0% | Reduced |
| Mark Stevens | 38,167 | $2.14M | 0.29% | −21,604−36.1% | Reduced |
| Jmac Enterprises LLC | 38,205 | $2.14M | 0.53% | +4,950+14.9% | Added |
| LBMC Investment Advisors, LLC | 38,990 | $2.14M | 0.23% | +213+0.5% | Added |
| Aptus Capital Advisors, LLC | 38,309 | $2.14M | 0.06% | +14,598+61.6% | Added |
| BLB&B Advisors, LLC | 38,371 | $2.15M | 0.15% | −1,592−4.0% | Reduced |
| Atlas Private Wealth Advisors | 38,374 | $2.15M | 0.41% | +3,726+10.8% | Added |
| Main Street Financial Solutions, LLC | 38,378 | $2.15M | 0.30% | +6,855+21.7% | Added |
| CoreCap Advisors, LLC | 38,449 | $2.15M | 0.16% | +379+1.0% | Added |
| Atlantic Union Bankshares Corp | 38,546 | $2.16M | 0.22% | +1,125+3.0% | Added |
| Nilsine Partners, LLC | 38,722 | $2.17M | 0.33% | −1,762−4.4% | Reduced |
| Tompkins Financial Corp | 38,940 | $2.18M | 0.34% | −8,451−17.8% | Reduced |
| Marks Group Wealth Management, Inc | 39,030 | $2.18M | 0.27% | −2,443−5.9% | Reduced |
| Anchor Capital Advisors LLC | 39,069 | $2.19M | 0.06% | −121−0.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 39,188 | $2.19M | 1.46% | +609+1.6% | Added |
| First Western Trust Bank | 39,302 | $2.20M | 0.12% | −903−2.2% | Reduced |
| Sterling Investment Counsel, LLC | 39,592 | $2.22M | 1.27% | +485+1.2% | Added |
| Allred Capital Management, LLC | 39,765 | $2.23M | 1.11% | +253+0.6% | Added |
| Sugarloaf Wealth Management, LLC | 39,973 | $2.24M | 0.57% | −124−0.3% | Reduced |
| Simplex Trading, LLC | 40,076 | $2.24M | 0.08% | +40,076 | New |
| Forum Financial Management, LP | 40,111 | $2.25M | 0.05% | −1,996−4.7% | Reduced |
| Northeast Investment Management | 40,163 | $2.25M | 0.13% | +284+0.7% | Added |
| Marino, Stram & Associates LLC | 40,306 | $2.26M | 0.66% | +718+1.8% | Added |
| Private Trust Co NA | 40,461 | $2.26M | 0.30% | +435+1.1% | Added |
| Raab & Moskowitz Asset Management LLC | 40,571 | $2.27M | 0.80% | −615−1.5% | Reduced |
| Verition Fund Management LLC | 40,574 | $2.27M | 0.03% | +9,570+30.9% | Added |
| Boston Trust Walden Corp | 40,825 | $2.29M | 0.02% | 00.0% | Unchanged |
| Cohen Lawrence B | 40,872 | $2.29M | 1.54% | +1,111+2.8% | Added |
| World Equity Group, Inc. | 40,850 | $2.29M | 0.48% | +20,693+102.7% | Added |
| Dudley Capital Management, LLC | 41,042 | $2.30M | 1.61% | −48−0.1% | Reduced |
| Field & Main Bank | 41,143 | $2.30M | 1.08% | +79+0.2% | Added |
| D.B. Root & Company, LLC | 41,190 | $2.31M | 0.90% | +7,444+22.1% | Added |
| Capital Investment Advisory Services, LLC | 41,241 | $2.31M | 0.23% | +2,160+5.5% | Added |
| Walter & Keenan Financial Consulting Co | 41,245 | $2.31M | 0.90% | −296−0.7% | Reduced |
| St. Johns Investment Management Company, LLC | 41,270 | $2.31M | 1.32% | −256−0.6% | Reduced |
| Cypress Asset Management Inc | 41,412 | $2.31M | 0.77% | +395+1.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 41,317 | $2.31M | 0.27% | −1,917−4.4% | Reduced |
| Geneos Wealth Management Inc. | 41,379 | $2.32M | 0.12% | +2,254+5.8% | Added |
| Cigna Investments Inc | 41,981 | $2.35M | 0.54% | −5,551−11.7% | Reduced |
| Insigneo Advisory Services, LLC | 41,683 | $2.35M | 0.48% | +4,527+12.2% | Added |
| Heritage Trust Co | 42,071 | $2.36M | 0.37% | −894−2.1% | Reduced |
| Founders Financial Securities LLC | 42,100 | $2.36M | 0.31% | +1,276+3.1% | Added |
| Leelyn Smith, LLC | 42,231 | $2.36M | 0.58% | +757+1.8% | Added |
| Centaurus Financial, Inc. | 42,275 | $2.37M | 0.21% | +369+0.9% | Added |
| Ancora Advisors, LLC | 42,809 | $2.40M | 0.06% | +1,593+3.9% | Added |
| LGT Fund Management Co Ltd. | 43,200 | $2.40M | 1.17% | +150+0.3% | Added |
| Perennial Investment Advisors, LLC | 42,854 | $2.40M | 0.44% | −426−1.0% | Reduced |
| Duff & Phelps Investment Management Co | 43,020 | $2.41M | 0.03% | +585+1.4% | Added |
| Verdence Capital Advisors LLC | 43,279 | $2.42M | 0.26% | +1,409+3.4% | Added |
| Citadel Investment Advisory, Inc. | 43,303 | $2.42M | 1.59% | −100−0.2% | Reduced |
| Chickasaw Capital Management LLC | 43,422 | $2.43M | 0.13% | −50−0.1% | Reduced |
| Radnor Capital Management, LLC | 43,421 | $2.43M | 0.48% | +43,421 | New |
| Mid-American Wealth Advisory Group, Inc. | 45,996 | $2.43M | 1.96% | +28,792+167.4% | Added |
| M Holdings Securities, Inc. | 43,472 | $2.43M | 0.32% | +18,355+73.1% | Added |
| Azzad Asset Management Inc | 43,502 | $2.44M | 0.35% | −142−0.3% | Reduced |
| Brookstone Capital Management | 44,840 | $2.44M | 0.05% | −2,044−4.4% | Reduced |
| SS&H Financial Advisors, Inc. | 43,606 | $2.44M | 1.14% | +43,606 | New |
| Centre Asset Management, LLC | 43,764 | $2.45M | 0.60% | −1,521−3.4% | Reduced |
| Capstone Triton Financial Group, LLC | 43,820 | $2.45M | 1.79% | +2,352+5.7% | Added |
| Providence Capital Advisors, LLC | 43,917 | $2.46M | 0.64% | +275+0.6% | Added |
| Gratus Capital LLC | 43,966 | $2.46M | 0.17% | +4,026+10.1% | Added |
| Busey Wealth Management | 44,117 | $2.47M | 0.11% | −1,227−2.7% | Reduced |
| Fisher Asset Management, LLC | 44,292 | $2.48M | 0.00% | +3,277+8.0% | Added |
| Baker Tilly Wealth Management, LLC | 44,458 | $2.49M | 0.41% | −33,322−42.8% | Reduced |
| Gould Capital, LLC | 44,962 | $2.49M | 2.02% | −83−0.2% | Reduced |
| Coastal Investment Advisors, Inc. | 41,590 | $2.50M | 0.58% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 44,954 | $2.52M | 0.07% | −4,018−8.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 45,015 | $2.52M | 1.27% | −122−0.3% | Reduced |
| Palisade Asset Management, LLC | 45,057 | $2.52M | 0.31% | −79−0.2% | Reduced |
| Verity & Verity, LLC | 45,141 | $2.53M | 0.32% | −6,962−13.4% | Reduced |
| Sherbrooke Park Advisers LLC | 45,180 | $2.53M | 0.81% | +45,180 | New |
| Summit Financial, LLC | 44,831 | $2.53M | 0.19% | +759+1.7% | Added |
| Portside Wealth Group, LLC | 45,199 | $2.53M | 0.48% | −90.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 45,340 | $2.54M | 2.05% | −977−2.1% | Reduced |
| Grandfield & Dodd, LLC | 45,342 | $2.54M | 0.19% | −6,749−13.0% | Reduced |
| Zions Bancorporation, N.A. | 45,415 | $2.54M | 0.22% | +2,225+5.2% | Added |
| NEOS Investment Management LLC | 45,503 | $2.55M | 0.33% | +45,503 | New |
| Northcape Wealth Management, LLC | 45,645 | $2.56M | 0.98% | −94−0.2% | Reduced |
| Harbour Investment Management LLC | 45,329 | $2.56M | 1.46% | +957+2.2% | Added |
| Foundations Investment Advisors, LLC | 45,857 | $2.57M | 0.08% | +5,661+14.1% | Added |
| Symmetry Partners, LLC | 45,914 | $2.57M | 0.14% | −9,130−16.6% | Reduced |
| C2C Wealth Management, LLC | 46,460 | $2.57M | 0.37% | +200.0% | Added |
| Trustco Bank Corp N Y | 46,050 | $2.58M | 2.94% | −722−1.5% | Reduced |
| Ropes Wealth Advisors LLC | 46,211 | $2.59M | 0.50% | −2,526−5.2% | Reduced |
| First National Trust Co | 46,212 | $2.59M | 0.12% | −545−1.2% | Reduced |
| Violich Capital Management, Inc. | 46,297 | $2.59M | 0.44% | −300−0.6% | Reduced |
| Veritas Asset Management LLP | 46,387 | $2.60M | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 46,390 | $2.60M | 0.50% | 00.0% | Unchanged |
| Jennison Associates LLC | 46,426 | $2.60M | 0.00% | +12,060+35.1% | Added |
| Gables Capital Management Inc. | 46,442 | $2.60M | 1.81% | +100+0.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 46,453 | $2.60M | 1.77% | +358+0.8% | Added |
| Connectus Wealth, LLC | 46,450 | $2.60M | 0.06% | −7,953−14.6% | Reduced |
| CFM Wealth Partners LLC | 46,526 | $2.60M | 0.68% | +4,659+11.1% | Added |