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 |
|---|---|---|---|---|---|
| Investment Advisory Group, LLC | 3,633 | $203.4K | 0.11% | −16−0.4% | Reduced |
| LifePro Asset Management | 3,636 | $203.5K | 0.17% | −70−1.9% | Reduced |
| Kathmere Capital Management, LLC | 3,641 | $203.8K | 0.03% | −1,249−25.5% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,651 | $204.0K | 0.07% | +2+0.1% | Added |
| Epic Trust Investment Advisors, LLC | 3,651 | $204.4K | 0.32% | −141−3.7% | Reduced |
| Corbyn Investment Management Inc | 3,655 | $204.6K | 0.10% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 3,656 | $204.7K | 0.15% | +3,656 | New |
| Thrive Capital Management, LLC | 3,657 | $204.7K | 0.11% | −557−13.2% | Reduced |
| MPS Loria Financial Planners, LLC | 3,658 | $204.9K | 0.08% | −391−9.7% | Reduced |
| New Jersey Better Educational Savings Trust | 3,666 | $205.2K | 0.50% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,690 | $206.5K | 0.30% | −238−6.1% | Reduced |
| Salvus Wealth Management, LLC | 3,690 | $206.6K | 0.16% | +213+6.1% | Added |
| Goldstein Advisors, LLC | 3,695 | $206.8K | 0.04% | +89+2.5% | Added |
| Pennsylvania Capital Management Inc | 3,699 | $207.1K | 0.09% | +3,699 | New |
| UMA Financial Services, Inc. | 3,916 | $207.1K | 0.05% | +3,916 | New |
| IAM Advisory, LLC | 3,700 | $207.2K | 0.07% | +3,700 | New |
| Long Run Wealth Advisors, LLC | 3,701 | $207.2K | 0.07% | +31+0.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,737 | $207.3K | 0.16% | −58−1.5% | Reduced |
| Baker Avenue Asset Management, LP | 3,709 | $207.6K | 0.01% | +337+10.0% | Added |
| Onyx Bridge Wealth Group LLC | 3,709 | $207.6K | 0.05% | +175+5.0% | Added |
| Jackson Square Capital, LLC | 3,715 | $208.0K | 0.08% | −75−2.0% | Reduced |
| GSG Advisors LLC | 3,717 | $208.1K | 0.10% | +3,717 | New |
| Menard Financial Group LLC | 3,719 | $208.2K | 0.30% | −24−0.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,725 | $208.5K | 0.06% | +24+0.6% | Added |
| Cobblestone Asset Management LLC | 3,729 | $208.7K | 0.17% | +3,729 | New |
| Newbridge Financial Services Group, Inc. | 3,731 | $208.9K | 0.10% | −575−13.4% | Reduced |
| Lesa Sroufe & Co | 3,737 | $209.0K | 0.22% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,738 | $209.3K | 0.08% | +2,338+167.0% | Added |
| Strategic Financial Concepts, LLC | 3,740 | $209.4K | 0.07% | +204+5.8% | Added |
| Tower Wealth Partners, Inc. | 3,740 | $209.4K | 0.17% | +3,740 | New |
| Fort Sheridan Advisors LLC | 3,745 | $209.7K | 0.05% | +3+0.1% | Added |
| Carderock Capital Management Inc | 3,750 | $209.9K | 0.07% | −200−5.1% | Reduced |
| Cabot Wealth Management Inc | 3,746 | $210.0K | 0.03% | −63−1.7% | Reduced |
| Cottage Street Advisors LLC | 3,752 | $210.0K | 0.15% | +3,752 | New |
| Well Done, LLC | 3,753 | $210.1K | 0.05% | −4−0.1% | Reduced |
| Insight 2811, Inc. | 3,760 | $210.5K | 0.12% | −423−10.1% | Reduced |
| SC&H Financial Advisors, Inc. | 3,763 | $210.6K | 0.07% | +3,763 | New |
| Paul Damon & Associates, Inc. | 3,767 | $210.9K | 0.14% | +81+2.2% | Added |
| McLean Asset Management Corp | 3,907 | $211.1K | 0.09% | +392+11.2% | Added |
| Allen Capital Group, LLC | 3,823 | $212.1K | 0.04% | +3,823 | New |
| Guardian Wealth Advisors, LLC | 3,807 | $213.1K | 0.16% | −210−5.2% | Reduced |
| FFT Wealth Management LLC | 3,810 | $213.3K | 0.03% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 3,821 | $213.9K | 0.06% | −276−6.7% | Reduced |
| Sargent Investment Group, LLC | 3,837 | $214.8K | 0.05% | −1,945−33.6% | Reduced |
| Northwest Investment Counselors, LLC | 3,839 | $214.9K | 0.06% | −539−12.3% | Reduced |
| Sara-Bay Financial | 3,839 | $214.9K | 0.11% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,841 | $215.0K | 0.11% | +4+0.1% | Added |
| WealthBridge Capital Management, LLC | 3,862 | $216.2K | 0.09% | +50+1.3% | Added |
| FLC Capital Advisors | 3,880 | $217.2K | 0.07% | +255+7.0% | Added |
| Greenwich Wealth Management LLC | 3,899 | $218.0K | 0.02% | +460+13.4% | Added |
| Cascade Investment Advisors, Inc. | 3,895 | $218.0K | 0.17% | 00.0% | Unchanged |
| Insight Advisors, LLC | 3,898 | $218.2K | 0.05% | −142−3.5% | Reduced |
| Financial Advisors, LLC | 3,903 | $218.5K | 0.05% | +5+0.1% | Added |
| Reston Wealth Management LLC | 3,906 | $218.7K | 0.11% | +179+4.8% | Added |
| Gemmer Asset Management LLC | 3,921 | $219.5K | 0.03% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,921 | $219.5K | 0.10% | +18+0.5% | Added |
| Horizon Wealth Management, LLC | 3,924 | $219.7K | 0.09% | +55+1.4% | Added |
| Global Assets Advisory, LLC | 3,928 | $219.9K | 0.19% | +104+2.7% | Added |
| Dover Advisors, LLC | 3,900 | $220.1K | 0.22% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 3,909 | $220.6K | 0.04% | +8+0.2% | Added |
| Lifestyle Asset Management, Inc. | 3,950 | $221.1K | 0.13% | +85+2.2% | Added |
| McRae Capital Management Inc | 3,953 | $221.3K | 0.07% | 00.0% | Unchanged |
| Solstein Capital, LLC | 3,953 | $221.3K | 0.19% | 00.0% | Unchanged |
| Cumberland Advisors Inc | 3,961 | $221.7K | 0.10% | −200−4.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 3,966 | $222.0K | 0.10% | −260−6.2% | Reduced |
| Engrave Wealth Partners LLC | 3,971 | $222.3K | 0.07% | +497+14.3% | Added |
| Cook Wealth Management Group LLC | 3,985 | $222.3K | 0.17% | +3,985 | New |
| TrueWealth Advisors, LLC | 3,975 | $222.5K | 0.09% | +332+9.1% | Added |
| NBW Capital LLC | 3,977 | $222.6K | 0.05% | −147−3.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,982 | $222.9K | 0.21% | +3,982 | New |
| Kelman-Lazarov, Inc. | 3,997 | $223.8K | 0.05% | −179−4.3% | Reduced |
| Bell Investment Advisors, Inc | 3,999 | $223.8K | 0.05% | +406+11.3% | Added |
| Goodwin Daniel L | 4,000 | $223.9K | 0.11% | 00.0% | Unchanged |
| Watchman Group, Inc. | 4,000 | $223.9K | 0.10% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $223.9K | 0.18% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 4,000 | $223.9K | 0.01% | +4,000 | New |
| E&G Advisors, LP | 3,998 | $224.1K | 0.08% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4,004 | $224.1K | 0.07% | −541−11.9% | Reduced |
| Resonant Capital Advisors, LLC | 3,981 | $224.7K | 0.02% | −98−2.4% | Reduced |
| Laffer Tengler Investments | 4,019 | $225.0K | 0.07% | −47,178−92.1% | Reduced |
| Pin Oak Investment Advisors Inc | 3,987 | $225.0K | 0.25% | 00.0% | Unchanged |
| Madison Wealth Management | 4,027 | $225.4K | 0.05% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,032 | $225.7K | 0.15% | +56+1.4% | Added |
| Southland Equity Partners LLC | 4,038 | $226.1K | 0.08% | +197+5.1% | Added |
| Kure Advisory, LLC | 4,044 | $226.4K | 0.13% | +4,044 | New |
| Aufman Associates Inc | 4,044 | $226.4K | 0.19% | 00.0% | Unchanged |
| Puzo Michael J | 4,050 | $226.7K | 0.08% | −25−0.6% | Reduced |
| Congress Asset Management Co | 4,050 | $226.7K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4,054 | $226.9K | 0.11% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,055 | $227.0K | 0.02% | −61,115−93.8% | Reduced |
| Coastline Trust Co | 4,055 | $227.0K | 0.03% | −6,540−61.7% | Reduced |
| Smart Money Group LLC | 4,055 | $227.0K | 0.11% | +4,055 | New |
| Triangle Securities Wealth Management | 4,058 | $227.2K | 0.08% | −22,274−84.6% | Reduced |
| DeDora Capital, Inc. | 4,068 | $227.7K | 0.09% | −25−0.6% | Reduced |
| Gallacher Capital Management LLC | 4,069 | $227.8K | 0.14% | +4,069 | New |
| Benin Management CORP | 4,072 | $228.0K | 0.08% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 4,311 | $228.0K | 0.03% | +59+1.4% | Added |
| Outlook Wealth Advisors, LLC | 4,083 | $228.5K | 0.09% | +4,083 | New |
| Cheviot Value Management, LLC | 4,084 | $228.6K | 0.05% | 00.0% | Unchanged |
| Curi Capital | 4,084 | $228.6K | 0.04% | −336−7.6% | Reduced |