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 |
|---|---|---|---|---|---|
| Pitcairn Co | 58,531 | $3.28M | 0.27% | +5,121+9.6% | Added |
| Princeton Global Asset Management LLC | 59,082 | $3.31M | 0.94% | +2,312+4.1% | Added |
| Cannon Financial Strategists, Inc. | 59,164 | $3.31M | 0.84% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 59,277 | $3.32M | 2.08% | −53−0.1% | Reduced |
| Connolly Sarah T. | 59,319 | $3.32M | 2.19% | −135−0.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 59,434 | $3.33M | 0.43% | −3,237−5.2% | Reduced |
| Ameritas Advisory Services, LLC | 60,350 | $3.34M | 0.17% | +40,425+202.9% | Added |
| MSH Capital Advisors LLC | 59,703 | $3.34M | 1.31% | +1,810+3.1% | Added |
| Day & Ennis, LLC | 59,931 | $3.35M | 1.25% | −1,569−2.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 60,315 | $3.38M | 0.13% | −1,847−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 60,339 | $3.38M | 0.14% | +12,300+25.6% | Added |
| DFPG Investments, LLC | 59,647 | $3.38M | 0.31% | +4,599+8.4% | Added |
| PDS Planning, Inc | 60,422 | $3.38M | 0.44% | −624−1.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 60,555 | $3.39M | 0.95% | +1,117+1.9% | Added |
| MTM Investment Management, LLC | 60,592 | $3.39M | 1.71% | −375−0.6% | Reduced |
| Blue Chip Partners, Inc. | 60,736 | $3.40M | 0.41% | −42−0.1% | Reduced |
| Chatham Capital Group, Inc. | 60,885 | $3.41M | 0.76% | −9,569−13.6% | Reduced |
| North Star Investment Management Corp. | 61,041 | $3.42M | 0.29% | +240.0% | Added |
| GPS Wealth Strategies Group, LLC | 61,236 | $3.43M | 0.66% | +39,362+179.9% | Added |
| Weik Capital Management | 61,320 | $3.43M | 1.69% | −1,310−2.1% | Reduced |
| Wahed Invest LLC | 61,355 | $3.43M | 1.12% | +5,707+10.3% | Added |
| Riverview Capital Advisers, LLC | 61,641 | $3.45M | 1.53% | +80.0% | Added |
| Waldron Private Wealth LLC | 61,153 | $3.45M | 0.18% | −4,934−7.5% | Reduced |
| Pittenger & Anderson Inc | 62,000 | $3.47M | 0.18% | +955+1.6% | Added |
| Pine Valley Investments Ltd Liability Co | 61,941 | $3.48M | 0.33% | +17,876+40.6% | Added |
| Braun Stacey Associates Inc | 62,576 | $3.50M | 0.17% | −243,450−79.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 63,000 | $3.53M | 0.54% | 00.0% | Unchanged |
| Charter Trust Co | 63,121 | $3.53M | 0.28% | −1,443−2.2% | Reduced |
| Merit Financial Group, LLC | 63,194 | $3.54M | 0.12% | +5,647+9.8% | Added |
| Sigma Investment Counselors Inc | 63,448 | $3.55M | 0.27% | −225−0.4% | Reduced |
| Bremer Bank National Association | 63,462 | $3.55M | 0.70% | +6,961+12.3% | Added |
| Plimoth Trust Co LLC | 63,568 | $3.56M | 1.11% | +394+0.6% | Added |
| Dakota Wealth Management | 63,920 | $3.58M | 0.16% | +16,679+35.3% | Added |
| GYL Financial Synergies, LLC | 63,934 | $3.58M | 0.35% | −8,725−12.0% | Reduced |
| Old National Bancorp | 64,040 | $3.58M | 0.10% | −8,598−11.8% | Reduced |
| Washington Trust Advisors, Inc. | 64,203 | $3.59M | 0.37% | −600−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 64,244 | $3.60M | 0.23% | −1,075−1.6% | Reduced |
| Clough Capital Partners L P | 64,250 | $3.60M | 0.39% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 64,350 | $3.60M | 1.47% | −149−0.2% | Reduced |
| Relative Value Partners Group, LLC | 64,661 | $3.62M | 0.24% | +3,135+5.1% | Added |
| Biglari, Sardar | 64,961 | $3.64M | 15.05% | +6,938+12.0% | Added |
| WealthBridge Investment Counsel Inc. | 65,100 | $3.64M | 1.59% | −1,675−2.5% | Reduced |
| Choate Investment Advisors | 65,115 | $3.65M | 0.14% | −5,199−7.4% | Reduced |
| Hanson & Doremus Investment Management | 65,142 | $3.65M | 0.75% | +127+0.2% | Added |
| River & Mercantile Asset Management LLP | 65,135 | $3.65M | 0.85% | +2,530+4.0% | Added |
| Engineers Gate Manager LP | 65,219 | $3.65M | 0.13% | +48,678+294.3% | Added |
| TCG Advisory Services, LLC | 65,542 | $3.67M | 0.57% | +7,233+12.4% | Added |
| Semmax Financial Advisors Inc. | 64,736 | $3.69M | 1.48% | +64,736 | New |
| United Bank | 65,954 | $3.69M | 2.21% | −384−0.6% | Reduced |
| Chemung Canal Trust Co | 65,983 | $3.69M | 0.85% | −4,310−6.1% | Reduced |
| Roanoke Asset Management Corp | 66,445 | $3.72M | 1.53% | −235−0.4% | Reduced |
| Level Four Advisory Services, LLC | 66,631 | $3.73M | 0.24% | −6,211−8.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 66,730 | $3.74M | 1.09% | −1,520−2.2% | Reduced |
| Virtu Financial LLC | 66,816 | $3.74M | 0.37% | −15,437−18.8% | Reduced |
| Philadelphia Trust Co | 67,032 | $3.75M | 0.39% | −4,962−6.9% | Reduced |
| Nicollet Investment Management, Inc. | 67,074 | $3.75M | 1.68% | −330.0% | Reduced |
| Mutual Advisors, LLC | 67,281 | $3.77M | 0.15% | +2,031+3.1% | Added |
| Snowden Capital Advisors LLC | 67,465 | $3.78M | 0.16% | −26,907−28.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 67,478 | $3.78M | 0.81% | −116−0.2% | Reduced |
| IHT Wealth Management, LLC | 67,562 | $3.78M | 0.19% | −427−0.6% | Reduced |
| Americana Partners, LLC | 68,862 | $3.79M | 0.41% | +10,821+18.6% | Added |
| Oakworth Capital, Inc. | 67,706 | $3.79M | 0.34% | −499−0.7% | Reduced |
| Burns J W & Co Inc | 67,857 | $3.80M | 0.62% | −1,353−2.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 67,896 | $3.80M | 0.28% | +1,549+2.3% | Added |
| Garda Capital Partners LP | 68,276 | $3.82M | 2.43% | +68,276 | New |
| Bryn Mawr Trust Co | 68,333 | $3.83M | 0.17% | −477−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 68,374 | $3.83M | 0.18% | −4,259−5.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 68,438 | $3.83M | 2.89% | −200−0.3% | Reduced |
| Lafayette Investments, Inc. | 68,504 | $3.83M | 1.05% | −346−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 68,092 | $3.84M | 0.30% | −9,500−12.2% | Reduced |
| Essex Financial Services, Inc. | 68,696 | $3.85M | 0.45% | +261+0.4% | Added |
| Butensky & Cohen Financial Security, Inc | 68,948 | $3.86M | 1.40% | +2,528+3.8% | Added |
| Hallmark Capital Management Inc | 69,072 | $3.87M | 0.32% | +67,472+4,217.0% | Added |
| Shilanski & Associates, Inc. | 69,142 | $3.89M | 1.59% | +2,023+3.0% | Added |
| Asset Dedication, LLC | 69,331 | $3.89M | 0.33% | −2,222−3.1% | Reduced |
| Trust Co of Vermont | 69,721 | $3.90M | 0.26% | +2,799+4.2% | Added |
| RBF Capital, LLC | 70,000 | $3.92M | 0.26% | −30,000−30.0% | Reduced |
| Leavell Investment Management, Inc. | 69,530 | $3.92M | 0.27% | −656−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 70,116 | $3.93M | 0.12% | +23,270+49.7% | Added |
| Lincoln National Corp | 70,222 | $3.93M | 0.08% | +1,671+2.4% | Added |
| Capula Management Ltd | 70,693 | $3.96M | 0.26% | +70,693 | New |
| Parthenon LLC | 70,935 | $3.97M | 0.60% | 00.0% | Unchanged |
| Wright Investors Service Inc | 70,973 | $3.97M | 1.15% | +29,628+71.7% | Added |
| Duality Advisers, LP | 71,058 | $3.98M | 0.48% | +71,058 | New |
| Summit Global Investments | 71,078 | $3.98M | 0.26% | −20,929−22.7% | Reduced |
| GAM Holding AG | 71,306 | $3.99M | 0.29% | +361+0.5% | Added |
| Ellsworth Advisors, LLC | 73,536 | $4.00M | 1.42% | +1,435+2.0% | Added |
| Leonteq Securities AG | 71,496 | $4.00M | 0.42% | −282−0.4% | Reduced |
| Csenge Advisory Group | 71,825 | $4.02M | 0.27% | −570−0.8% | Reduced |
| Tufton Capital Management | 72,033 | $4.03M | 0.90% | −471−0.6% | Reduced |
| Covington Investment Advisors Inc. | 72,141 | $4.04M | 0.83% | +6,320+9.6% | Added |
| Veriti Management LLC | 72,277 | $4.05M | 0.46% | +4,086+6.0% | Added |
| Chicago Capital, LLC | 72,866 | $4.08M | 0.19% | +51+0.1% | Added |
| Sandhill Capital Partners LLC | 72,887 | $4.08M | 0.38% | +1,191+1.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 72,996 | $4.09M | 0.14% | −3,413−4.5% | Reduced |
| Caldwell Trust Co | 73,239 | $4.10M | 0.56% | +2,658+3.8% | Added |
| BancorpSouth Bank | 74,076 | $4.15M | 0.36% | −6,757−8.4% | Reduced |
| Western Wealth Management, LLC | 74,164 | $4.15M | 0.35% | −230.0% | Reduced |
| Lee Danner & Bass Inc | 74,337 | $4.16M | 0.38% | −9,900−11.8% | Reduced |
| RFG Advisory, LLC | 74,658 | $4.18M | 0.19% | +7,274+10.8% | Added |