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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
2,836
−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
1,124 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.

Institutional holdersQ3 2023: 2,836 institutions
Q1 2021: 2,491 institutionsQ2 2021: 2,508 institutionsQ3 2021: 2,488 institutionsQ4 2021: 2,737 institutionsQ1 2022: 2,769 institutionsQ2 2022: 2,780 institutionsQ3 2022: 2,743 institutionsQ4 2022: 2,885 institutionsQ1 2023: 2,882 institutionsQ2 2023: 2,889 institutionsQ3 2023: 2,836 institutionsQ4 2023: 3,000 institutionsQ1 2024: 2,989 institutionsQ2 2024: 3,043 institutionsQ3 2024: 3,146 institutionsQ4 2024: 3,289 institutionsQ1 2025: 3,375 institutionsQ2 2025: 3,368 institutionsQ3 2025: 3,288 institutionsQ4 2025: 3,484 institutionsQ1 2026: 3,584 institutionsQ2 2026: 3,649 institutions
Value heldQ3 2023: $169.4B
Q1 2021: $153.3BQ2 2021: $158.2BQ3 2021: $154.8BQ4 2021: $176.9BQ1 2022: $185.9BQ2 2022: $189.8BQ3 2022: $169.7BQ4 2022: $193.4BQ1 2023: $187.9BQ2 2023: $182.9BQ3 2023: $169.4BQ4 2023: $178.6BQ1 2024: $186.4BQ2 2024: $196.3BQ3 2024: $223.2BQ4 2024: $193.5BQ1 2025: $225.1BQ2 2025: $223.1BQ3 2025: $205.8BQ4 2025: $222.6BQ1 2026: $241.9BQ2 2026: $263.1B
Institutions holding KO and their total value by quarter
QuarterHoldersValue
Q2 20263,649$263.1B
Q1 20263,584$241.9B
Q4 20253,484$222.6B
Q3 20253,288$205.8B
Q2 20253,368$223.1B
Q1 20253,375$225.1B
Q4 20243,289$193.5B
Q3 20243,146$223.2B
Q2 20243,043$196.3B
Q1 20242,989$186.4B
Q4 20233,000$178.6B
Q3 20232,836$169.4B
Q2 20232,889$182.9B
Q1 20232,882$187.9B
Q4 20222,885$193.4B
Q3 20222,743$169.7B
Q2 20222,780$189.8B
Q1 20222,769$185.9B
Q4 20212,737$176.9B
Q3 20212,488$154.8B
Q2 20212,508$158.2B
Q1 20212,491$153.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2023.

Institutions holding KO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kelly Financial Services LLC1,258$70.4K0.03%−145−10.3%Reduced
Halpern Financial, Inc.1,300$72.8K0.03%−200−13.3%Reduced
FSC Wealth Advisors, LLC1,310$73.4K0.08%+141+12.1%Added
Coppell Advisory Solutions LLC1,182$75.2K0.03%−1,027−46.5%Reduced
Abound Wealth Management1,352$75.7K0.03%−36−2.6%Reduced
Global Wealth Strategies & Associates1,362$76.2K0.04%+2+0.1%Added
Financial Synergies Wealth Advisors, Inc.1,380$77.3K0.01%+12+0.9%Added
Fairfield Financial Advisors, LTD1,382$77.4K0.03%−80−5.5%Reduced
Optimum Investment Advisors1,400$78.4K0.04%+102+7.9%Added
Neo Ivy Capital Management1,416$79.0K0.03%+1,416New
Cyrus J. Lawrence, LLC1,451$81.0K0.02%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group1,453$81.3K0.03%−6−0.4%Reduced
American State Bank (Iowa)1,483$83.0K0.06%00.0%Unchanged
AllSquare Wealth Management LLC1,496$83.7K0.05%00.0%Unchanged
One River Asset Management, LLC1,524$85.1K0.04%+1,524New
CGC Financial Services, LLC1,527$85.5K0.06%−1,000−39.6%Reduced
Islay Capital Management, LLC1,547$86.6K0.07%−164−9.6%Reduced
Orion Capital Management LLC1,592$89.1K0.06%+1,592New
LFA - Lugano Financial Advisors SA1,600$89.6K0.08%−1,600−50.0%Reduced
McClarren Financial Advisors, Inc.1,609$90.0K0.08%−475−22.8%Reduced
Westchester Capital Management, Inc.1,615$90.4K0.03%00.0%Unchanged
Pacifica Partners Inc.1,858$97.3K0.05%+600+47.7%Added
Antonetti Capital Management LLC1,750$98.8K0.15%00.0%Unchanged
Financial Perspectives, Inc1,767$98.9K0.05%−943−34.8%Reduced
Earnest Partners LLC1,777$99.5K0.00%00.0%Unchanged
Luken Investment Analytics, LLC1,800$100.8K0.06%00.0%Unchanged
Byrne Asset Management LLC1,805$101.0K0.08%−100−5.2%Reduced
Lipe & Dalton1,800$101.0K0.06%00.0%Unchanged
Cherry Tree Wealth Management, LLC1,819$101.8K0.03%00.0%Unchanged
PSI Advisors, LLC1,863$104.3K0.05%+84+4.7%Added
Virtus Investment Advisers, Inc.1,888$105.7K0.07%−220−10.4%Reduced
Tortoise Investment Management, LLC1,946$108.9K0.02%+51+2.7%Added
Cornerstone Planning Group LLC1,957$109.5K0.04%+726+59.0%Added
Hollencrest Capital Management2,000$112.0K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC2,013$112.7K0.06%−25−1.2%Reduced
First Pacific Financial2,133$119.4K0.05%00.0%Unchanged
Stuart Chaussee & Associates, Inc.2,138$119.7K0.04%00.0%Unchanged
Column Capital Advisors, LLC2,182$122.1K0.02%+5+0.2%Added
NVWM, LLC2,183$123.2K0.04%−142−6.1%Reduced
Centerpoint Advisors, LLC2,254$126.0K0.05%−344−13.2%Reduced
HWG Holdings LP2,271$127.1K0.07%+17+0.8%Added
MB, Levis & Associates, LLC2,300$128.8K0.08%00.0%Unchanged
Castleview Partners, LLC2,319$129.8K0.12%−210−8.3%Reduced
Johnson Midwest Financial, LLC2,333$130.6K0.29%+12+0.5%Added
Country Trust Bank2,387$133.6K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.2,400$134.4K0.63%−11,300−82.5%Reduced
Trifecta Capital Advisors, LLC2,411$135.0K0.04%00.0%Unchanged
First Community Trust NA2,414$135.1K0.15%00.0%Unchanged
Focused Wealth Management, Inc2,415$135.2K0.02%−54−2.2%Reduced
Stelac Advisory Services LLC2,439$136.5K0.07%00.0%Unchanged
Stephens Consulting, LLC2,550$142.7K0.06%+1,600+168.4%Added
Impact Partnership Wealth, LLC2,554$143.0K0.04%+1,740+213.8%Added
Private Ocean, LLC2,607$145.9K0.02%00.0%Unchanged
RVW Wealth, LLC2,613$146.3K0.02%+2,613New
Atlas Capital Advisors LLC2,627$147.1K0.02%00.0%Unchanged
VisionPoint Advisory Group, LLC2,665$149.2K0.06%+1,099+70.2%Added
Tyler-Stone Wealth Management2,736$153.0K0.09%+461+20.3%Added
Rational Advisors LLC2,735$153.1K0.01%−2,013−42.4%Reduced
SJS Investment Consulting Inc.2,801$156.8K0.04%+25+0.9%Added
Bourgeon Capital Management LLC2,805$157.0K0.04%00.0%Unchanged
Barrett & Company, Inc.2,841$159.0K0.09%00.0%Unchanged
SRS Capital Advisors, Inc.2,852$159.7K0.02%−124−4.2%Reduced
Versant Capital Management, Inc2,862$160.2K0.05%+128+4.7%Added
Resurgent Financial Advisors LLC2,881$161.3K0.11%−256−8.2%Reduced
Capital Advisors, Ltd. LLC2,898$162.0K0.02%−225−7.2%Reduced
WFA of San Diego, LLC2,900$162.3K0.17%00.0%Unchanged
O'Brien Wealth Partners LLC2,913$163.1K0.05%+10.0%Added
Avalon Trust Co2,926$163.8K0.02%−500−14.6%Reduced
Covestor Ltd3,021$169.0K0.13%+99+3.4%Added
State of Wyoming3,039$170.1K0.04%+3,039New
Acima Private Wealth, LLC3,045$170.5K0.08%00.0%Unchanged
Horizon Bancorp Inc3,066$172.0K0.11%+1,700+124.5%Added
Investment Research & Advisory Group, Inc.3,133$175.4K0.10%00.0%Unchanged
Pflug Koory, LLC3,137$175.6K0.10%−1,400−30.9%Reduced
Mascoma Wealth Management LLC3,166$177.2K0.06%00.0%Unchanged
Tradition Wealth Management, LLC3,186$178.0K0.02%+63+2.0%Added
Studio Investment Management LLC3,158$178.2K0.05%+165+5.5%Added
Bellevue Asset Management, LLC3,196$178.9K0.12%+5+0.2%Added
Plante Moran Financial Advisors, LLC3,282$183.7K0.02%−56−1.7%Reduced
Centennial Bank3,327$186.2K0.13%+1,489+81.0%Added
Legacy Financial Group LLC3,329$186.4K0.04%+3,329New
JTC Employer Solutions Trusteee Ltd3,332$187.0K0.02%00.0%Unchanged
Canton Hathaway, LLC3,370$189.0K0.06%00.0%Unchanged
Castleark Management LLC3,397$190.2K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC3,414$191.1K0.14%−3,549−51.0%Reduced
Rock Creek Group, LP3,454$193.4K0.02%−3,450−50.0%Reduced
Kessler Investment Group, LLC3,467$194.1K0.16%+689+24.8%Added
Truvestments Capital LLC3,475$194.5K0.10%+216+6.6%Added
Old Mission Capital LLC3,573$200.0K0.01%+3,573New
CMG Global Holdings, LLC3,580$200.4K0.17%00.0%Unchanged
Draper Asset Management, LLC3,590$201.0K0.21%+3,590New
Fountainhead AM, LLC3,590$201.0K0.07%+220+6.5%Added
Private Wealth Strategies, L.L.C.3,592$201.1K0.05%00.0%Unchanged
Ategra Capital Management, LLC3,603$201.7K0.11%+1,819+102.0%Added
Disciplined Investments, LLC3,613$202.3K0.12%−476−11.6%Reduced
Walker Asset Management, LLC3,614$202.3K0.18%+3+0.1%Added
Weaver Consulting Group3,622$202.8K0.09%+158+4.6%Added
Independent Wealth Network Inc.3,622$202.8K0.12%−45−1.2%Reduced
PFS Partners, LLC3,627$203.0K0.18%+10.0%Added
Larson Financial Group LLC3,632$203.3K0.02%−3,198−46.8%Reduced