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 |
|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 46,820 | $2.62M | 0.37% | +1,656+3.7% | Added |
| Mathes Company, Inc. | 46,970 | $2.63M | 1.22% | −549−1.2% | Reduced |
| Change Path, LLC | 47,169 | $2.64M | 0.19% | +919+2.0% | Added |
| NBC Securities, Inc. | 47,184 | $2.64M | 0.29% | +47,184 | New |
| New England Research & Management, Inc. | 47,813 | $2.68M | 1.53% | −7,000−12.8% | Reduced |
| Sumitomo Life Insurance Co | 47,949 | $2.68M | 0.08% | −634−1.3% | Reduced |
| Slagle Financial, LLC | 47,979 | $2.69M | 1.65% | +2,036+4.4% | Added |
| Capital Analysts, LLC | 47,999 | $2.69M | 0.15% | +691+1.5% | Added |
| Community Trust & Investment Co | 48,067 | $2.69M | 0.22% | −1,181−2.4% | Reduced |
| Boston Family Office LLC | 48,102 | $2.69M | 0.22% | +156+0.3% | Added |
| Parsons Capital Management Inc | 48,186 | $2.70M | 0.21% | −771−1.6% | Reduced |
| Hikari Power Ltd | 48,400 | $2.71M | 0.26% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 48,455 | $2.71M | 1.74% | +640+1.3% | Added |
| FNY Investment Advisers, LLC | 48,500 | $2.71M | 1.62% | +6,000+14.1% | Added |
| Jaffetilchin Investment Partners, LLC | 48,522 | $2.72M | 0.30% | +657+1.4% | Added |
| Meeder Advisory Services, Inc. | 48,526 | $2.72M | 0.34% | −8,914−15.5% | Reduced |
| Kempen Capital Management N.V. | 48,995 | $2.74M | 0.05% | −8,117−14.2% | Reduced |
| Texas Yale Capital Corp. | 49,004 | $2.74M | 0.12% | −415−0.8% | Reduced |
| Trust Co of Virginia | 49,067 | $2.75M | 0.30% | +150.0% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 49,311 | $2.76M | 0.27% | 00.0% | Unchanged |
| Permanens Capital L.P. | 49,155 | $2.77M | 0.47% | +2,305+4.9% | Added |
| Cornerstone Wealth Group, LLC | 49,562 | $2.77M | 0.49% | −112−0.2% | Reduced |
| Baldwin Brothers Inc | 49,603 | $2.78M | 0.24% | −2,635−5.0% | Reduced |
| Stamos Capital Partners, L.P. | 49,610 | $2.78M | 0.62% | +1,760+3.7% | Added |
| Oak Harbor Wealth Partners, LLC | 49,670 | $2.78M | 0.99% | −57−0.1% | Reduced |
| Country Club Bank | 49,912 | $2.79M | 0.23% | −731−1.4% | Reduced |
| St. Clair Advisors, LLC | 49,928 | $2.79M | 1.10% | 00.0% | Unchanged |
| RB Capital Management, LLC | 50,029 | $2.80M | 0.91% | −226−0.4% | Reduced |
| Gillespie Robinson & Grimm Inc | 50,059 | $2.80M | 0.28% | +6,166+14.0% | Added |
| Signet Financial Management, LLC | 50,153 | $2.81M | 0.46% | +46,059+1,125.0% | Added |
| Connable Office Inc | 50,233 | $2.81M | 0.39% | −2,468−4.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 50,416 | $2.82M | 0.26% | +3,817+8.2% | Added |
| Mill Capital Management, LLC | 50,684 | $2.84M | 0.28% | −325−0.6% | Reduced |
| Northeast Financial Consultants Inc | 51,001 | $2.86M | 0.18% | +42+0.1% | Added |
| First PREMIER Bank | 51,043 | $2.86M | 0.88% | −240−0.5% | Reduced |
| Stevens Capital Management LP | 51,046 | $2.86M | 0.83% | +51,046 | New |
| Summit Financial Group Inc | 51,132 | $2.86M | 1.20% | −1,500−2.8% | Reduced |
| Mengis Capital Management, Inc. | 51,158 | $2.86M | 0.60% | −201−0.4% | Reduced |
| KCM Investment Advisors LLC | 51,311 | $2.87M | 0.12% | −5,716−10.0% | Reduced |
| Accurate Wealth Management, LLC | 53,238 | $2.88M | 0.90% | +41,569+356.2% | Added |
| Baader Bank INC | 52,103 | $2.88M | 0.26% | +4,008+8.3% | Added |
| Independent Solutions Wealth Management, LLC | 51,595 | $2.89M | 0.80% | +6,199+13.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 51,628 | $2.89M | 1.35% | +410+0.8% | Added |
| IFP Advisors, Inc | 51,722 | $2.90M | 0.13% | −4,013−7.2% | Reduced |
| Schnieders Capital Management LLC | 51,725 | $2.90M | 0.65% | −917−1.7% | Reduced |
| IFG Advisory, LLC | 51,761 | $2.90M | 0.24% | +337+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 51,916 | $2.91M | 0.30% | +22,041+73.8% | Added |
| Moloney Securities Asset Management, LLC | 52,056 | $2.91M | 0.53% | −1,897−3.5% | Reduced |
| Thomas Story & Son LLC | 52,469 | $2.94M | 1.43% | −750−1.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 52,378 | $2.94M | 1.37% | +113+0.2% | Added |
| Hancock Whitney Corp | 52,637 | $2.95M | 0.12% | −6,466−10.9% | Reduced |
| Pavion Blue Capital, LLC | 52,693 | $2.95M | 1.79% | +10.0% | Added |
| We Are One Seven, LLC | 52,868 | $2.96M | 0.23% | +5,859+12.5% | Added |
| Dark Forest Capital Management LP | 53,003 | $2.97M | 0.25% | +3,934+8.0% | Added |
| Cozad Asset Management Inc | 53,009 | $2.97M | 0.39% | +179+0.3% | Added |
| Quantinno Capital Management LP | 53,042 | $2.97M | 0.14% | −31,053−36.9% | Reduced |
| Checchi Capital Advisers, LLC | 53,075 | $2.97M | 0.28% | +6,435+13.8% | Added |
| Mather Group, LLC. | 53,176 | $2.98M | 0.05% | −3,153−5.6% | Reduced |
| Callahan Advisors, LLC | 53,219 | $2.98M | 0.37% | −780−1.4% | Reduced |
| Mizuho Markets Americas LLC | 53,337 | $2.99M | 0.11% | +53,337 | New |
| Cypress Capital Group | 53,582 | $3.00M | 0.43% | −2,287−4.1% | Reduced |
| Argent Advisors, Inc. | 54,000 | $3.02M | 1.38% | +21,646+66.9% | Added |
| Rollins Financial | 54,015 | $3.02M | 0.74% | +49,854+1,198.1% | Added |
| AIA Group Ltd | 54,041 | $3.03M | 0.15% | +41,155+319.4% | Added |
| Woodstock Corp | 54,139 | $3.03M | 0.38% | −205−0.4% | Reduced |
| Integrated Advisors Network LLC | 54,399 | $3.05M | 0.19% | −46,930−46.3% | Reduced |
| Good Life Advisors, LLC | 54,452 | $3.05M | 0.35% | +2,859+5.5% | Added |
| FRG Family Wealth Advisors LLC | 54,492 | $3.05M | 0.69% | −1,023−1.8% | Reduced |
| Donaldson Capital Management, LLC | 54,504 | $3.05M | 0.14% | +331+0.6% | Added |
| Legacy Advisors, LLC | 54,137 | $3.05M | 0.49% | +666+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 54,670 | $3.06M | 0.20% | +8,614+18.7% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 54,893 | $3.07M | 0.65% | +17,391+46.4% | Added |
| Capital Asset Advisory Services LLC | 57,354 | $3.08M | 0.21% | +4,473+8.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 55,210 | $3.09M | 0.03% | +330+0.6% | Added |
| United Bank | 55,265 | $3.09M | 0.41% | −174−0.3% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 55,268 | $3.09M | 4.01% | −1,471−2.6% | Reduced |
| Alphadyne Asset Management LP | 55,451 | $3.10M | 1.50% | +50,077+931.8% | Added |
| Adviser Investments LLC | 55,549 | $3.11M | 0.07% | +6,782+13.9% | Added |
| M&R Capital Management Inc | 55,556 | $3.11M | 0.85% | +115+0.2% | Added |
| Investment Advisory Services Inc | 55,594 | $3.11M | 1.34% | −165−0.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 55,655 | $3.12M | 0.49% | +4,987+9.8% | Added |
| Neville Rodie & Shaw Inc | 55,811 | $3.12M | 0.28% | 00.0% | Unchanged |
| Janney Capital Management LLC | 55,807 | $3.12M | 0.24% | +2,507+4.7% | Added |
| Beech Hill Advisors, Inc. | 56,023 | $3.14M | 1.58% | −200.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 56,120 | $3.14M | 0.86% | −462−0.8% | Reduced |
| BlueCrest Capital Management Ltd | 56,287 | $3.15M | 0.49% | +51,323+1,033.9% | Added |
| DoubleLine ETF Adviser LP | 56,329 | $3.15M | 1.13% | +56,329 | New |
| Highland Capital Management, LLC | 56,388 | $3.16M | 0.22% | −4,000−6.6% | Reduced |
| Allworth Financial LP | 56,463 | $3.16M | 0.03% | +3,319+6.2% | Added |
| Gladius Capital Management LP | 56,677 | $3.17M | 0.91% | +3,138+5.9% | Added |
| Ally Financial Inc. | 57,000 | $3.19M | 0.47% | +57,000 | New |
| Occudo Quantitative Strategies LP | 57,337 | $3.21M | 0.41% | +51,104+819.9% | Added |
| R.H. Dinel Investment Counsel, Inc. | 57,525 | $3.22M | 2.32% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 57,555 | $3.22M | 0.51% | +2,757+5.0% | Added |
| Ritholtz Wealth Management | 57,576 | $3.22M | 0.14% | −2,668−4.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 57,669 | $3.23M | 0.32% | −1,960−3.3% | Reduced |
| Quantitative Investment Management, LLC | 57,707 | $3.23M | 0.50% | +57,707 | New |
| Moran Wealth Management, LLC | 58,343 | $3.27M | 0.13% | −289,200−83.2% | Reduced |
| Sequoia Financial Advisors, LLC | 58,357 | $3.27M | 0.06% | −4,499−7.2% | Reduced |
| Colonial Trust Co | 58,394 | $3.27M | 0.81% | +69+0.1% | Added |