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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 74,889 | $4.19M | 0.39% | +6,863+10.1% | Added |
| Moneta Group Investment Advisors LLC | 74,999 | $4.20M | 0.10% | −2,053−2.7% | Reduced |
| Gateway Advisory, LLC | 75,147 | $4.21M | 0.86% | +4,176+5.9% | Added |
| RIA Advisory Group LLC | 75,300 | $4.22M | 1.89% | −1,962−2.5% | Reduced |
| Freestone Capital Holdings, LLC | 75,651 | $4.23M | 0.22% | +16,772+28.5% | Added |
| Proequities, Inc. | 75,214 | $4.24M | 0.33% | +6,643+9.7% | Added |
| Steel Peak Wealth Management LLC | 75,262 | $4.25M | 0.27% | −118,756−61.2% | Reduced |
| Chilton Capital Management LLC | 76,163 | $4.26M | 0.24% | +4,459+6.2% | Added |
| Greylin Investment Mangement Inc | 76,211 | $4.27M | 0.77% | −6,355−7.7% | Reduced |
| Meritage Portfolio Management | 76,245 | $4.27M | 0.32% | +100.0% | Added |
| Park Avenue Securities LLC | 76,294 | $4.27M | 0.07% | +738+1.0% | Added |
| Argyle Capital Management Inc. | 76,373 | $4.28M | 1.57% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 76,389 | $4.28M | 1.92% | −833−1.1% | Reduced |
| First Nebraska Trust Co | 76,812 | $4.30M | 0.53% | +610+0.8% | Added |
| Schulhoff & Co Inc | 76,852 | $4.30M | 2.17% | −503−0.7% | Reduced |
| Harvey Investment Co LLC | 76,975 | $4.31M | 0.56% | +13,500+21.3% | Added |
| Fulton Bank, N.A. | 76,991 | $4.31M | 0.21% | +530+0.7% | Added |
| Parallel Advisors, LLC | 77,147 | $4.32M | 0.14% | −3,381−4.2% | Reduced |
| Jacobi Capital Management LLC | 77,227 | $4.32M | 0.49% | +1,497+2.0% | Added |
| Fred Alger Management, LLC | 77,258 | $4.32M | 0.02% | 00.0% | Unchanged |
| Boston Research & Management Inc | 77,370 | $4.33M | 1.28% | +300+0.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 77,696 | $4.35M | 4.54% | +68,473+742.4% | Added |
| J.W. Cole Advisors, Inc. | 77,875 | $4.36M | 0.32% | −2,098−2.6% | Reduced |
| NTV Asset Management LLC | 78,049 | $4.37M | 0.79% | −277−0.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 77,415 | $4.37M | 0.29% | −2,382−3.0% | Reduced |
| Cardinal Capital Management | 77,509 | $4.37M | 0.89% | +1,284+1.7% | Added |
| Live Oak Private Wealth LLC | 78,459 | $4.39M | 0.93% | −431−0.5% | Reduced |
| Oxbow Advisors, LLC | 78,501 | $4.39M | 0.69% | +74,687+1,958.2% | Added |
| GTS Securities LLC | 78,880 | $4.42M | 0.09% | −68,601−46.5% | Reduced |
| Eudaimonia Partners, LLC | 78,970 | $4.42M | 1.07% | 00.0% | Unchanged |
| Fosun International Ltd | 79,141 | $4.43M | 0.71% | +2,090+2.7% | Added |
| Loomis Sayles & Co L P | 79,478 | $4.45M | 0.01% | +1,295+1.7% | Added |
| Nomura Holdings Inc | 79,603 | $4.46M | 0.05% | +29,846+60.0% | Added |
| Qsemble Capital Management, LP | 79,700 | $4.46M | 0.83% | +54,900+221.4% | Added |
| Rossmore Private Capital | 79,702 | $4.46M | 0.68% | +185+0.2% | Added |
| Principle Wealth Partners LLC | 80,200 | $4.49M | 0.45% | +1,030+1.3% | Added |
| Kennon-Green & Company, LLC | 80,205 | $4.49M | 4.46% | −547−0.7% | Reduced |
| HBK Sorce Advisory LLC | 80,254 | $4.49M | 0.20% | +183+0.2% | Added |
| Mechanics Bank Trust Department | 80,675 | $4.52M | 0.75% | −575−0.7% | Reduced |
| New England Asset Management Inc | 80,756 | $4.52M | 0.74% | −1,100−1.3% | Reduced |
| Weatherly Asset Management L. P. | 80,392 | $4.54M | 0.54% | −270.0% | Reduced |
| Citizens National Bank Trust Department | 81,087 | $4.54M | 1.25% | −100−0.1% | Reduced |
| Bridge Creek Capital Management LLC | 81,276 | $4.55M | 1.73% | +75+0.1% | Added |
| Regal Investment Advisors LLC | 81,278 | $4.55M | 0.39% | +5,135+6.7% | Added |
| TD Private Client Wealth LLC | 81,377 | $4.56M | 0.20% | −2,218−2.7% | Reduced |
| Aureus Asset Management, LLC | 81,485 | $4.56M | 0.37% | −589−0.7% | Reduced |
| RSM US Wealth Management LLC | 80,823 | $4.56M | 0.16% | −19,783−19.7% | Reduced |
| RFP Financial Group LLC | 81,628 | $4.57M | 2.01% | −2,893−3.4% | Reduced |
| Howland Capital Management LLC | 81,027 | $4.57M | 0.27% | −84−0.1% | Reduced |
| Tikehau Investment Management | 81,947 | $4.59M | 3.73% | −44,874−35.4% | Reduced |
| Meridian Wealth Management, LLC | 81,960 | $4.59M | 0.28% | +41,550+102.8% | Added |
| Family Legacy, Inc. | 82,523 | $4.62M | 1.93% | +123+0.1% | Added |
| Eisler Capital (UK) Ltd. | 82,715 | $4.63M | 0.20% | +65,182+371.8% | Added |
| Sompo Asset Management Co., Ltd. | 82,810 | $4.64M | 1.02% | +21,740+35.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 82,879 | $4.64M | 0.51% | −3,700−4.3% | Reduced |
| Jefferies Financial Group Inc. | 83,185 | $4.66M | 0.12% | +60,618+268.6% | Added |
| Assetmark, Inc | 83,305 | $4.66M | 0.02% | +7,920+10.5% | Added |
| Global Retirement Partners, LLC | 85,052 | $4.68M | 0.24% | +2,215+2.7% | Added |
| Greenwood Capital Associates LLC | 83,672 | $4.68M | 0.68% | −1,373−1.6% | Reduced |
| Columbia Asset Management | 83,677 | $4.68M | 1.04% | −1,454−1.7% | Reduced |
| Beacon Financial Group | 78,693 | $4.71M | 0.67% | −1,109−1.4% | Reduced |
| Ingalls & Snyder LLC | 84,630 | $4.74M | 0.23% | −1,161−1.4% | Reduced |
| Laurel Wealth Advisors LLC | 84,815 | $4.75M | 1.01% | −2,613−3.0% | Reduced |
| Builder Investment Group Inc | 84,872 | $4.75M | 1.87% | −300−0.4% | Reduced |
| David Loasby | 86,418 | $4.76M | 0.53% | +4,455+5.4% | Added |
| Douglass Winthrop Advisors, LLC | 85,011 | $4.76M | 0.12% | −150−0.2% | Reduced |
| Alaska Permanent Fund Corp | 85,336 | $4.78M | 0.09% | +593+0.7% | Added |
| Toth Financial Advisory Corp | 85,348 | $4.78M | 0.73% | −1,467−1.7% | Reduced |
| Benedict Financial Advisors Inc | 85,375 | $4.78M | 1.38% | −2,018−2.3% | Reduced |
| Advisory Research Inc | 85,452 | $4.78M | 0.66% | −4,669−5.2% | Reduced |
| Principal Street Partners, LLC | 85,480 | $4.79M | 0.95% | −6,454−7.0% | Reduced |
| Hamel Associates, Inc. | 85,722 | $4.80M | 1.75% | −165−0.2% | Reduced |
| Lincoln Capital LLC | 85,910 | $4.81M | 1.26% | −228−0.3% | Reduced |
| First City Capital Management, Inc. | 86,314 | $4.83M | 3.03% | −227−0.3% | Reduced |
| Sentinel Trust Co Lba | 86,308 | $4.83M | 0.68% | +1,253+1.5% | Added |
| Iyo Bank, Ltd. | 86,390 | $4.84M | 2.63% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 86,403 | $4.84M | 0.51% | +15,468+21.8% | Added |
| Parcion Private Wealth LLC | 86,460 | $4.84M | 0.50% | +717+0.8% | Added |
| Smith, Salley & Associates | 86,858 | $4.86M | 0.36% | −622−0.7% | Reduced |
| Jump Financial, LLC | 86,872 | $4.86M | 0.18% | +45,304+109.0% | Added |
| Sandy Spring Bank | 87,094 | $4.88M | 0.27% | +1,461+1.7% | Added |
| Tokio Marine Asset Management Co Ltd | 87,221 | $4.88M | 0.31% | +6,540+8.1% | Added |
| Sicart Associates LLC | 86,704 | $4.89M | 1.92% | +663+0.8% | Added |
| Balentine LLC | 87,441 | $4.89M | 0.16% | −8,763−9.1% | Reduced |
| Wallace Capital Management Inc. | 87,667 | $4.91M | 0.75% | −1,116−1.3% | Reduced |
| London & Capital Asset Management Ltd | 88,115 | $4.93M | 0.45% | −1,755−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 88,302 | $4.94M | 0.11% | +4,139+4.9% | Added |
| Farmers National Bank | 88,446 | $4.95M | 1.72% | +2,951+3.5% | Added |
| Ycg, LLC | 88,485 | $4.95M | 0.46% | 00.0% | Unchanged |
| Bath Savings Trust Co | 88,566 | $4.96M | 0.61% | −1,570−1.7% | Reduced |
| Capstone Investment Advisors, LLC | 88,588 | $4.96M | 0.13% | +88,588 | New |
| Beacon Harbor Wealth Advisors, Inc. | 88,667 | $4.96M | 1.65% | +1,755+2.0% | Added |
| HGK Asset Management Inc | 88,785 | $4.97M | 1.62% | −370−0.4% | Reduced |
| Apollon Wealth Management, LLC | 88,841 | $4.97M | 0.25% | −5,549−5.9% | Reduced |
| Westwood Holdings Group Inc. | 88,943 | $4.98M | 0.05% | −5,924−6.2% | Reduced |
| Twin Capital Management Inc | 88,985 | $4.98M | 0.72% | −6,685−7.0% | Reduced |
| Centiva Capital, LP | 89,257 | $5.00M | 0.25% | −42,499−32.3% | Reduced |
| Pearl River Capital, LLC | 89,266 | $5.00M | 0.78% | +56,239+170.3% | Added |
| EP Wealth Advisors, LLC | 89,288 | $5.00M | 0.08% | +86,351+2,940.1% | Added |
| Trust Co of Toledo NA | 89,315 | $5.00M | 0.98% | +1,529+1.7% | Added |