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 |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 4,084 | $228.6K | 0.09% | −827−16.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $229.5K | 0.17% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 4,103 | $229.7K | 0.09% | +118+3.0% | Added |
| Old Mission Investment Co LLC | 4,121 | $230.7K | 0.09% | +63+1.6% | Added |
| Capital Insight Partners, LLC | 4,136 | $231.5K | 0.05% | 00.0% | Unchanged |
| 626 Financial, LLC | 4,155 | $232.6K | 0.16% | −18−0.4% | Reduced |
| Lewis Capital Management, LLC | 4,161 | $233.0K | 0.36% | +564+15.7% | Added |
| Liberty Capital Management, Inc. | 4,164 | $233.1K | 0.07% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 4,170 | $233.4K | 0.05% | −28−0.7% | Reduced |
| Baugh & Associates, LLC | 4,182 | $234.1K | 0.15% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,214 | $235.9K | 0.19% | +10.0% | Added |
| Vantage Consulting Group Inc | 4,220 | $236.2K | 0.16% | +179+4.4% | Added |
| Syntax Advisors, LLC | 4,220 | $236.2K | 0.21% | +179+4.4% | Added |
| Strategy Asset Managers LLC | 4,224 | $236.5K | 0.06% | +4,224 | New |
| Paragon Financial Partners, Inc. | 4,227 | $236.6K | 0.25% | −200−4.5% | Reduced |
| Scott & Selber, Inc. | 4,230 | $237.0K | 0.10% | 00.0% | Unchanged |
| SOL Capital Management CO | 4,239 | $237.0K | 0.04% | 00.0% | Unchanged |
| Harbor Group, Inc. | 4,234 | $237.0K | 0.13% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 4,242 | $237.5K | 0.12% | +67+1.6% | Added |
| Palladiem, LLC | 4,244 | $237.6K | 0.26% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,244 | $237.6K | 0.02% | −336−7.3% | Reduced |
| Family Firm, Inc. | 4,244 | $237.6K | 0.07% | −792−15.7% | Reduced |
| Hall Laurie J Trustee | 4,250 | $238.0K | 0.10% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 4,263 | $238.6K | 0.14% | +17+0.4% | Added |
| Bank of Stockton | 4,286 | $239.1K | 0.09% | 00.0% | Unchanged |
| Three Bridge Wealth Advisors, LLC | 4,244 | $239.5K | 0.10% | −333−7.3% | Reduced |
| Baystate Wealth Management LLC | 4,294 | $240.4K | 0.02% | +205+5.0% | Added |
| Morris Retirement Advisors, LLC | 4,305 | $241.0K | 0.17% | −1,601−27.1% | Reduced |
| National Wealth Management Group, LLC | 4,305 | $241.0K | 0.26% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,306 | $241.1K | 0.07% | −150−3.4% | Reduced |
| Threadgill Financial, LLC | 4,561 | $241.2K | 0.18% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,275 | $241.3K | 0.14% | +4+0.1% | Added |
| Institutional & Family Asset Management, LLC | 4,313 | $241.5K | 0.04% | +761+21.4% | Added |
| Cassady Schiller Wealth Management, LLC | 4,320 | $241.8K | 0.13% | +129+3.1% | Added |
| Fca Corp | 4,323 | $242.0K | 0.09% | −1,389−24.3% | Reduced |
| Merriman Wealth Management, LLC | 4,327 | $242.9K | 0.01% | −312−6.7% | Reduced |
| Bensler, LLC | 4,341 | $243.0K | 0.05% | −93−2.1% | Reduced |
| Chelsea Counsel Co | 4,313 | $243.4K | 0.13% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4,354 | $243.7K | 0.19% | +1,090+33.4% | Added |
| Valley National Advisers Inc | 4,358 | $244.0K | 0.04% | +695+19.0% | Added |
| OneAscent Financial Services LLC | 4,315 | $244.0K | 0.06% | +4,315 | New |
| Source Financial Advisors LLC | 4,364 | $244.3K | 0.08% | −1,202−21.6% | Reduced |
| Trellis Advisors, LLC | 4,383 | $245.4K | 0.11% | +34+0.8% | Added |
| Integrated Investment Consultants, LLC | 4,389 | $245.7K | 0.09% | −649−12.9% | Reduced |
| Carolinas Wealth Consulting LLC | 36,087 | $245.8K | 0.06% | −4,438−11.0% | Reduced |
| Instrumental Wealth, LLC | 4,547 | $245.8K | 0.29% | +248+5.8% | Added |
| Colton Groome Financial Advisors, LLC | 4,413 | $247.0K | 0.12% | −208−4.5% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,415 | $247.2K | 0.06% | −3−0.1% | Reduced |
| Asset Planning Corporation | 4,420 | $247.4K | 0.19% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 4,424 | $247.6K | 0.23% | +81+1.9% | Added |
| Westside Investment Management, Inc. | 4,427 | $247.8K | 0.07% | +10.0% | Added |
| Austin Private Wealth, LLC | 4,436 | $248.3K | 0.04% | +283+6.8% | Added |
| Buckley Wealth Management, LLC | 4,440 | $248.6K | 0.09% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,449 | $249.1K | 0.07% | +104+2.4% | Added |
| LVW Advisors, LLC | 4,450 | $249.1K | 0.05% | +4,450 | New |
| Total Clarity Wealth Management, Inc. | 4,457 | $249.5K | 0.12% | −351−7.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 4,374 | $250.1K | 0.06% | +531+13.8% | Added |
| BTC Capital Management, Inc. | 4,470 | $250.2K | 0.03% | −69−1.5% | Reduced |
| KRS Capital Management, LLC | 4,475 | $250.5K | 0.27% | +10+0.2% | Added |
| Capital Financial Planning, LLC | 4,496 | $251.7K | 0.10% | −158−3.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,661 | $251.9K | 0.18% | +26+0.6% | Added |
| Strategic Wealth Partners, Ltd. | 4,499 | $251.9K | 0.03% | +140+3.2% | Added |
| Pathway Financial Advisors LLC | 4,512 | $252.6K | 0.09% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,515 | $252.7K | 0.16% | +181+4.2% | Added |
| Walkner Condon Financial Advisors LLC | 4,515 | $252.8K | 0.07% | +436+10.7% | Added |
| KFG Wealth Management, LLC | 4,521 | $253.1K | 0.14% | +291+6.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $253.1K | 0.05% | 00.0% | Unchanged |
| Athena Investment Management | 4,527 | $253.4K | 0.18% | 00.0% | Unchanged |
| Apriem Advisors | 4,535 | $253.8K | 0.04% | +10+0.2% | Added |
| TFC Financial Management | 4,551 | $254.8K | 0.06% | +128+2.9% | Added |
| Drake & Associates, LLC | 4,564 | $255.5K | 0.12% | −61−1.3% | Reduced |
| McIlrath & Eck, LLC | 4,567 | $255.7K | 0.05% | −12−0.3% | Reduced |
| MKT Advisors LLC | 4,609 | $255.7K | 0.19% | −25−0.5% | Reduced |
| Balboa Wealth Partners | 4,569 | $255.8K | 0.10% | +6+0.1% | Added |
| Financial Insights, Inc. | 4,530 | $255.9K | 0.09% | −105−2.3% | Reduced |
| Joule Financial, LLC | 4,554 | $257.0K | 0.13% | +61+1.4% | Added |
| DMG Group, LLC | 4,625 | $258.9K | 0.26% | −42−0.9% | Reduced |
| SYSTM Wealth Solutions LLC | 4,628 | $259.1K | 0.04% | −17,800−79.4% | Reduced |
| Ethos Financial Group, LLC | 4,594 | $259.3K | 0.07% | +4,594 | New |
| Cynosure Management, LLC | 4,636 | $259.5K | 0.08% | +299+6.9% | Added |
| Gateway Wealth Partners, LLC | 4,639 | $259.7K | 0.05% | −61−1.3% | Reduced |
| Vigilare Wealth Management | 4,642 | $259.9K | 0.17% | −2,493−34.9% | Reduced |
| Intelligent Financial Strategies | 4,617 | $260.6K | 0.19% | +20.0% | Added |
| ForthRight Wealth Management, LLC | 4,658 | $260.8K | 0.11% | +16+0.3% | Added |
| Blossom Wealth Management | 4,660 | $260.9K | 0.84% | +60+1.3% | Added |
| Redmond Asset Management, LLC | 4,686 | $262.3K | 0.09% | +10.0% | Added |
| Socha Financial Group, LLC | 4,697 | $262.9K | 0.14% | +217+4.8% | Added |
| CTC Alternative Strategies, Ltd. | 4,700 | $263.1K | 0.50% | −4,100−46.6% | Reduced |
| Piscataqua Savings Bank | 4,708 | $263.5K | 0.23% | 00.0% | Unchanged |
| Advisor Resource Council | 4,714 | $263.9K | 0.17% | −101−2.1% | Reduced |
| TSFG, LLC | 4,716 | $264.0K | 0.09% | +3+0.1% | Added |
| Financial Strategies Group, Inc. | 4,896 | $264.7K | 0.08% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 4,748 | $265.8K | 0.01% | +4,748 | New |
| Fort Pitt Capital Group, LLC | 4,756 | $266.2K | 0.01% | +12+0.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,757 | $266.3K | 0.06% | +397+9.1% | Added |
| Security Financial Services, INC. | 4,785 | $267.8K | 0.08% | −451−8.6% | Reduced |
| VELA Investment Management, LLC | 4,795 | $268.4K | 0.12% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 4,805 | $269.0K | 0.02% | −325−6.3% | Reduced |
| Centennial Wealth Advisory LLC | 4,826 | $270.1K | 0.15% | −101−2.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,842 | $271.0K | 0.01% | −521−9.7% | Reduced |