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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,649 | $263.1B |
| Q1 2026 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 1,258 | $70.4K | 0.03% | −145−10.3% | Reduced |
| Halpern Financial, Inc. | 1,300 | $72.8K | 0.03% | −200−13.3% | Reduced |
| FSC Wealth Advisors, LLC | 1,310 | $73.4K | 0.08% | +141+12.1% | Added |
| Coppell Advisory Solutions LLC | 1,182 | $75.2K | 0.03% | −1,027−46.5% | Reduced |
| Abound Wealth Management | 1,352 | $75.7K | 0.03% | −36−2.6% | Reduced |
| Global Wealth Strategies & Associates | 1,362 | $76.2K | 0.04% | +2+0.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 1,380 | $77.3K | 0.01% | +12+0.9% | Added |
| Fairfield Financial Advisors, LTD | 1,382 | $77.4K | 0.03% | −80−5.5% | Reduced |
| Optimum Investment Advisors | 1,400 | $78.4K | 0.04% | +102+7.9% | Added |
| Neo Ivy Capital Management | 1,416 | $79.0K | 0.03% | +1,416 | New |
| Cyrus J. Lawrence, LLC | 1,451 | $81.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,453 | $81.3K | 0.03% | −6−0.4% | Reduced |
| American State Bank (Iowa) | 1,483 | $83.0K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,496 | $83.7K | 0.05% | 00.0% | Unchanged |
| One River Asset Management, LLC | 1,524 | $85.1K | 0.04% | +1,524 | New |
| CGC Financial Services, LLC | 1,527 | $85.5K | 0.06% | −1,000−39.6% | Reduced |
| Islay Capital Management, LLC | 1,547 | $86.6K | 0.07% | −164−9.6% | Reduced |
| Orion Capital Management LLC | 1,592 | $89.1K | 0.06% | +1,592 | New |
| LFA - Lugano Financial Advisors SA | 1,600 | $89.6K | 0.08% | −1,600−50.0% | Reduced |
| McClarren Financial Advisors, Inc. | 1,609 | $90.0K | 0.08% | −475−22.8% | Reduced |
| Westchester Capital Management, Inc. | 1,615 | $90.4K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,858 | $97.3K | 0.05% | +600+47.7% | Added |
| Antonetti Capital Management LLC | 1,750 | $98.8K | 0.15% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,767 | $98.9K | 0.05% | −943−34.8% | Reduced |
| Earnest Partners LLC | 1,777 | $99.5K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,800 | $100.8K | 0.06% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,805 | $101.0K | 0.08% | −100−5.2% | Reduced |
| Lipe & Dalton | 1,800 | $101.0K | 0.06% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,819 | $101.8K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,863 | $104.3K | 0.05% | +84+4.7% | Added |
| Virtus Investment Advisers, Inc. | 1,888 | $105.7K | 0.07% | −220−10.4% | Reduced |
| Tortoise Investment Management, LLC | 1,946 | $108.9K | 0.02% | +51+2.7% | Added |
| Cornerstone Planning Group LLC | 1,957 | $109.5K | 0.04% | +726+59.0% | Added |
| Hollencrest Capital Management | 2,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2,013 | $112.7K | 0.06% | −25−1.2% | Reduced |
| First Pacific Financial | 2,133 | $119.4K | 0.05% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,138 | $119.7K | 0.04% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2,182 | $122.1K | 0.02% | +5+0.2% | Added |
| NVWM, LLC | 2,183 | $123.2K | 0.04% | −142−6.1% | Reduced |
| Centerpoint Advisors, LLC | 2,254 | $126.0K | 0.05% | −344−13.2% | Reduced |
| HWG Holdings LP | 2,271 | $127.1K | 0.07% | +17+0.8% | Added |
| MB, Levis & Associates, LLC | 2,300 | $128.8K | 0.08% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,319 | $129.8K | 0.12% | −210−8.3% | Reduced |
| Johnson Midwest Financial, LLC | 2,333 | $130.6K | 0.29% | +12+0.5% | Added |
| Country Trust Bank | 2,387 | $133.6K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 2,400 | $134.4K | 0.63% | −11,300−82.5% | Reduced |
| Trifecta Capital Advisors, LLC | 2,411 | $135.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 2,414 | $135.1K | 0.15% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,415 | $135.2K | 0.02% | −54−2.2% | Reduced |
| Stelac Advisory Services LLC | 2,439 | $136.5K | 0.07% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,550 | $142.7K | 0.06% | +1,600+168.4% | Added |
| Impact Partnership Wealth, LLC | 2,554 | $143.0K | 0.04% | +1,740+213.8% | Added |
| Private Ocean, LLC | 2,607 | $145.9K | 0.02% | 00.0% | Unchanged |
| RVW Wealth, LLC | 2,613 | $146.3K | 0.02% | +2,613 | New |
| Atlas Capital Advisors LLC | 2,627 | $147.1K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,665 | $149.2K | 0.06% | +1,099+70.2% | Added |
| Tyler-Stone Wealth Management | 2,736 | $153.0K | 0.09% | +461+20.3% | Added |
| Rational Advisors LLC | 2,735 | $153.1K | 0.01% | −2,013−42.4% | Reduced |
| SJS Investment Consulting Inc. | 2,801 | $156.8K | 0.04% | +25+0.9% | Added |
| Bourgeon Capital Management LLC | 2,805 | $157.0K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,841 | $159.0K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,852 | $159.7K | 0.02% | −124−4.2% | Reduced |
| Versant Capital Management, Inc | 2,862 | $160.2K | 0.05% | +128+4.7% | Added |
| Resurgent Financial Advisors LLC | 2,881 | $161.3K | 0.11% | −256−8.2% | Reduced |
| Capital Advisors, Ltd. LLC | 2,898 | $162.0K | 0.02% | −225−7.2% | Reduced |
| WFA of San Diego, LLC | 2,900 | $162.3K | 0.17% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 2,913 | $163.1K | 0.05% | +10.0% | Added |
| Avalon Trust Co | 2,926 | $163.8K | 0.02% | −500−14.6% | Reduced |
| Covestor Ltd | 3,021 | $169.0K | 0.13% | +99+3.4% | Added |
| State of Wyoming | 3,039 | $170.1K | 0.04% | +3,039 | New |
| Acima Private Wealth, LLC | 3,045 | $170.5K | 0.08% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 3,066 | $172.0K | 0.11% | +1,700+124.5% | Added |
| Investment Research & Advisory Group, Inc. | 3,133 | $175.4K | 0.10% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,137 | $175.6K | 0.10% | −1,400−30.9% | Reduced |
| Mascoma Wealth Management LLC | 3,166 | $177.2K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,186 | $178.0K | 0.02% | +63+2.0% | Added |
| Studio Investment Management LLC | 3,158 | $178.2K | 0.05% | +165+5.5% | Added |
| Bellevue Asset Management, LLC | 3,196 | $178.9K | 0.12% | +5+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 3,282 | $183.7K | 0.02% | −56−1.7% | Reduced |
| Centennial Bank | 3,327 | $186.2K | 0.13% | +1,489+81.0% | Added |
| Legacy Financial Group LLC | 3,329 | $186.4K | 0.04% | +3,329 | New |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $187.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,370 | $189.0K | 0.06% | 00.0% | Unchanged |
| Castleark Management LLC | 3,397 | $190.2K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 3,414 | $191.1K | 0.14% | −3,549−51.0% | Reduced |
| Rock Creek Group, LP | 3,454 | $193.4K | 0.02% | −3,450−50.0% | Reduced |
| Kessler Investment Group, LLC | 3,467 | $194.1K | 0.16% | +689+24.8% | Added |
| Truvestments Capital LLC | 3,475 | $194.5K | 0.10% | +216+6.6% | Added |
| Old Mission Capital LLC | 3,573 | $200.0K | 0.01% | +3,573 | New |
| CMG Global Holdings, LLC | 3,580 | $200.4K | 0.17% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 3,590 | $201.0K | 0.21% | +3,590 | New |
| Fountainhead AM, LLC | 3,590 | $201.0K | 0.07% | +220+6.5% | Added |
| Private Wealth Strategies, L.L.C. | 3,592 | $201.1K | 0.05% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 3,603 | $201.7K | 0.11% | +1,819+102.0% | Added |
| Disciplined Investments, LLC | 3,613 | $202.3K | 0.12% | −476−11.6% | Reduced |
| Walker Asset Management, LLC | 3,614 | $202.3K | 0.18% | +3+0.1% | Added |
| Weaver Consulting Group | 3,622 | $202.8K | 0.09% | +158+4.6% | Added |
| Independent Wealth Network Inc. | 3,622 | $202.8K | 0.12% | −45−1.2% | Reduced |
| PFS Partners, LLC | 3,627 | $203.0K | 0.18% | +10.0% | Added |
| Larson Financial Group LLC | 3,632 | $203.3K | 0.02% | −3,198−46.8% | Reduced |