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 |
|---|---|---|---|---|---|
| Noesis Capital Mangement Corp | 4,843 | $271.1K | 0.07% | −247−4.9% | Reduced |
| Carroll Investors, Inc | 4,845 | $271.2K | 0.24% | +4,845 | New |
| BCJ Capital Management, LLC | 4,846 | $271.3K | 0.02% | −90−1.8% | Reduced |
| Albion Financial Group | 4,847 | $271.3K | 0.03% | +28+0.6% | Added |
| Enterprise Bank & Trust Co | 4,854 | $271.7K | 0.11% | −870−15.2% | Reduced |
| Cravens & Co Advisors, LLC | 4,858 | $272.0K | 0.26% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,868 | $272.5K | 0.09% | −11,076−69.5% | Reduced |
| waypoint wealth counsel | 4,871 | $272.7K | 0.26% | −16−0.3% | Reduced |
| Compass Financial Group, INC | 4,874 | $272.9K | 0.08% | −10.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 4,897 | $274.1K | 0.07% | −162−3.2% | Reduced |
| Wealthstream Advisors, Inc. | 4,913 | $275.0K | 0.14% | −67−1.3% | Reduced |
| Keebeck Wealth Management, LLC | 4,874 | $275.1K | 0.05% | −60−1.2% | Reduced |
| RKL Wealth Management LLC | 4,928 | $275.9K | 0.03% | −89−1.8% | Reduced |
| NCM Capital Management, LLC | 4,930 | $276.0K | 0.20% | −53−1.1% | Reduced |
| Private Management Group Inc | 4,943 | $276.7K | 0.01% | +18+0.4% | Added |
| Pure Financial Advisors, Inc. | 4,945 | $276.8K | 0.01% | −596−10.8% | Reduced |
| Bessemer Securities LLC | 4,947 | $277.0K | 0.38% | −12,775−72.1% | Reduced |
| TruWealth Advisors, LLC | 4,950 | $277.1K | 0.02% | −112−2.2% | Reduced |
| BFSG, LLC | 4,973 | $278.0K | 0.05% | −55−1.1% | Reduced |
| Landmark Financial Advisors, LLC | 4,973 | $278.4K | 0.11% | +74+1.5% | Added |
| Perkins Coie Trust Co | 4,974 | $278.4K | 0.08% | +3,459+228.3% | Added |
| Investmark Advisory Group LLC | 4,980 | $278.8K | 0.19% | +61+1.2% | Added |
| Journey Strategic Wealth LLC | 4,984 | $279.0K | 0.01% | −946−16.0% | Reduced |
| General Partner, Inc. | 4,985 | $279.1K | 0.25% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,002 | $280.0K | 0.09% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 5,005 | $280.2K | 0.14% | +77+1.6% | Added |
| Heartwood Wealth Advisors LLC | 5,018 | $280.9K | 0.04% | −9,400−65.2% | Reduced |
| Prelude Capital Management, LLC | 5,019 | $281.0K | 0.03% | +5,019 | New |
| Zuckerman Investment Group, LLC | 5,022 | $281.1K | 0.04% | −298−5.6% | Reduced |
| Element Wealth, LLC | 5,024 | $281.2K | 0.20% | −10−0.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 5,027 | $281.4K | 0.07% | +425+9.2% | Added |
| LWM Advisory Services, LLC | 5,056 | $282.7K | 0.30% | −48−0.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,049 | $282.9K | 0.10% | +5,049 | New |
| Acorn Wealth Advisors, LLC | 5,053 | $282.9K | 0.19% | −10−0.2% | Reduced |
| Humankind Investments LLC | 5,063 | $283.4K | 0.12% | +129+2.6% | Added |
| One + One Wealth Management, LLC | 5,082 | $284.5K | 0.19% | −500−9.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 5,087 | $284.8K | 0.12% | +200+4.1% | Added |
| First Commonwealth Financial Corp | 5,102 | $285.6K | 0.10% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,130 | $287.2K | 0.13% | +171+3.4% | Added |
| Johnson Financial Group, Inc. | 5,097 | $287.3K | 0.02% | +1,392+37.6% | Added |
| Provence Wealth Management Group | 5,143 | $287.9K | 0.18% | −1,416−21.6% | Reduced |
| Security National Bank | 5,164 | $288.2K | 0.08% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 5,150 | $288.3K | 0.05% | −300−5.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,115 | $288.7K | 0.15% | +5,115 | New |
| Kellett Schaffner Wealth Advisors LLC | 5,174 | $289.6K | 0.25% | +9+0.2% | Added |
| Foster & Motley Inc | 5,180 | $290.0K | 0.02% | +322+6.6% | Added |
| Next Level Private LLC | 5,236 | $290.5K | 0.19% | +36+0.7% | Added |
| Northwest Capital Management Inc | 5,197 | $290.9K | 0.11% | +423+8.9% | Added |
| True Link Financial Advisors, LLC | 5,202 | $291.2K | 0.03% | +202+4.0% | Added |
| Better Money Decisions, LLC | 5,207 | $291.5K | 0.26% | +10.0% | Added |
| Hazlett, Burt & Watson, Inc. | 5,179 | $292.0K | 0.22% | −2,148−29.3% | Reduced |
| Fort, L.P. | 5,221 | $292.3K | 0.81% | +173+3.4% | Added |
| Berkshire Bank | 5,227 | $292.6K | 0.08% | −263−4.8% | Reduced |
| HHM Wealth Advisors, LLC | 5,243 | $293.5K | 0.06% | −270−4.9% | Reduced |
| Summit Wealth Partners, LLC | 5,247 | $293.7K | 0.07% | −718−12.0% | Reduced |
| Broderick Brian C | 5,250 | $293.9K | 0.08% | −30−0.6% | Reduced |
| Silvant Capital Management LLC | 5,209 | $294.0K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 5,253 | $294.1K | 0.07% | −2,090−28.5% | Reduced |
| New Republic Capital, LLC | 5,227 | $294.7K | 0.24% | −677−11.5% | Reduced |
| Lyell Wealth Management, LP | 5,275 | $295.3K | 0.04% | −880−14.3% | Reduced |
| Tillman Hartley LLC | 5,275 | $295.3K | 0.12% | 00.0% | Unchanged |
| Amarillo National Bank | 5,279 | $295.5K | 0.06% | −15−0.3% | Reduced |
| Indiana Trust & Investment Management CO | 5,283 | $295.7K | 0.15% | +313+6.3% | Added |
| Becker Capital Management Inc | 5,249 | $296.3K | 0.01% | −1,058−16.8% | Reduced |
| All Terrain Financial Advisors, LLC | 5,300 | $296.7K | 0.15% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,301 | $296.8K | 0.14% | −78−1.5% | Reduced |
| Miller Investment Management, LP | 5,310 | $297.3K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 5,311 | $297.3K | 0.26% | −1,100−17.2% | Reduced |
| TCI Wealth Advisors, Inc. | 5,315 | $297.5K | 0.04% | −124−2.3% | Reduced |
| Pring Turner Capital Group Inc | 5,323 | $298.0K | 0.25% | −335−5.9% | Reduced |
| Legacy Trust | 5,324 | $298.0K | 0.09% | −323−5.7% | Reduced |
| Alethea Capital Management, LLC | 5,350 | $299.5K | 0.37% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5,463 | $300.7K | 0.17% | −174−3.1% | Reduced |
| Ade, LLC | 5,388 | $301.6K | 0.23% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 5,400 | $302.0K | 0.12% | −269−4.7% | Reduced |
| Sippican Capital Advisors | 5,399 | $302.2K | 0.28% | +52+1.0% | Added |
| Rede Wealth, LLC | 5,407 | $302.7K | 0.15% | −610−10.1% | Reduced |
| SL Advisors, LLC | 5,407 | $302.7K | 0.66% | −125−2.3% | Reduced |
| Colony Family Offices, LLC | 5,379 | $303.6K | 0.13% | +5,379 | New |
| Ameliora Wealth Management Ltd. | 5,445 | $304.8K | 0.18% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5,457 | $305.6K | 0.22% | +4,759+681.8% | Added |
| First International Bank & Trust | 5,468 | $306.1K | 0.11% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,468 | $306.1K | 0.13% | +10.0% | Added |
| Cornerstone Advisory, LLC | 5,480 | $306.8K | 0.05% | −375−6.4% | Reduced |
| BancFirst Trust & Investment Management | 5,496 | $306.8K | 0.15% | +824+17.6% | Added |
| Arbor Investment Advisors, LLC | 5,499 | $307.8K | 0.05% | +10.0% | Added |
| Contravisory Investment Management, Inc. | 5,501 | $307.9K | 0.09% | −369−6.3% | Reduced |
| High Falls Advisors, Inc | 5,509 | $308.4K | 0.09% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 5,540 | $310.1K | 0.13% | −46,245−89.3% | Reduced |
| Sawgrass Asset Management LLC | 5,540 | $310.1K | 0.04% | 00.0% | Unchanged |
| Optas, LLC | 5,542 | $310.2K | 0.10% | −337−5.7% | Reduced |
| Acropolis Investment Management, LLC | 5,585 | $312.6K | 0.02% | −239−4.1% | Reduced |
| Rooted Wealth Advisors, Inc. | 5,469 | $313.0K | 0.19% | +749+15.9% | Added |
| Peregrine Asset Advisers, Inc. | 5,598 | $313.4K | 0.16% | +5,598 | New |
| SAM Advisors, LLC | 5,599 | $313.4K | 0.14% | +125+2.3% | Added |
| Cornerstone Capital, Inc. | 5,600 | $313.5K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 5,603 | $313.6K | 0.03% | −751−11.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 5,642 | $315.0K | 0.16% | +401+7.7% | Added |
| KPP Advisory Services LLC | 5,655 | $316.5K | 0.10% | +5,655 | New |
| Campbell Newman Asset Management Inc | 5,656 | $316.6K | 0.03% | 00.0% | Unchanged |