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 |
|---|---|---|---|---|---|
| Adalta Capital Management LLC | 5,625 | $317.0K | 0.22% | 00.0% | Unchanged |
| Fortune 45 LLC | 5,686 | $318.3K | 0.32% | +3+0.1% | Added |
| Crew Capital Management, Ltd. | 5,698 | $319.0K | 0.34% | +20+0.4% | Added |
| Redwood Financial Network Corp | 5,705 | $319.4K | 0.34% | −1,658−22.5% | Reduced |
| Bill Few Associates, Inc. | 5,709 | $319.6K | 0.17% | +477+9.1% | Added |
| Financial Partners Group, Inc | 5,658 | $320.6K | 0.07% | +5,658 | New |
| Kerntke Otto McGlone Wealth Management Group | 5,728 | $320.7K | 0.33% | +326+6.0% | Added |
| KLCM Advisors, Inc. | 5,748 | $321.7K | 0.06% | −209−3.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 5,784 | $323.8K | 0.14% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 5,790 | $324.1K | 0.08% | 00.0% | Unchanged |
| Schoolcraft Capital LLC | 5,798 | $324.6K | 0.09% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,802 | $324.8K | 0.19% | +149+2.6% | Added |
| Washington Trust Bank | 5,802 | $324.8K | 0.03% | −23−0.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 5,814 | $325.0K | 0.02% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 5,850 | $327.5K | 0.26% | +3+0.1% | Added |
| DAGCO, Inc. | 3,575 | $327.6K | 0.19% | −8,110−69.4% | Reduced |
| Orleans Capital Management Corp | 5,869 | $328.5K | 0.24% | −175−2.9% | Reduced |
| TriaGen Wealth Management LLC | 5,880 | $329.1K | 0.17% | +5+0.1% | Added |
| Kaydan Wealth Management, Inc. | 5,880 | $329.2K | 0.13% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5,882 | $329.3K | 0.23% | +12+0.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,883 | $329.4K | 0.04% | +1,662+39.4% | Added |
| Avaii Wealth Management, LLC | 5,906 | $330.6K | 0.25% | +1,273+27.5% | Added |
| Traynor Capital Management, Inc. | 5,911 | $330.9K | 0.04% | +2,080+54.3% | Added |
| Verus Capital Partners, LLC | 5,915 | $331.1K | 0.05% | +550+10.3% | Added |
| Fortis Group Advisors, LLC | 5,375 | $331.5K | 0.10% | +339+6.7% | Added |
| Hudson Valley Investment Advisors Inc | 5,929 | $331.9K | 0.05% | −1,299−18.0% | Reduced |
| Windsor Group LTD | 5,931 | $332.0K | 0.06% | +962+19.4% | Added |
| Crabel Capital Management, LLC | 5,933 | $332.0K | 0.27% | +5,933 | New |
| RWM Asset Management, LLC | 5,932 | $332.1K | 0.07% | −772−11.5% | Reduced |
| Invenio Wealth Partners LLC | 5,966 | $334.0K | 0.30% | +5,966 | New |
| Hyperion Partners, LLC | 5,971 | $334.3K | 0.29% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,976 | $334.5K | 0.04% | −245−3.9% | Reduced |
| Clean Yield Group | 6,243 | $335.3K | 0.15% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6,040 | $337.0K | 0.17% | 00.0% | Unchanged |
| Family Management Corp | 6,024 | $337.2K | 0.08% | −744−11.0% | Reduced |
| Total Investment Management Inc | 6,069 | $339.8K | 0.05% | +30.0% | Added |
| E Fund Management Co., Ltd. | 6,074 | $340.0K | 0.03% | −426−6.6% | Reduced |
| OneAscent Wealth Management LLC | 6,019 | $340.0K | 0.15% | +6,019 | New |
| Roof Eidam & Maycock | 6,096 | $341.3K | 0.11% | 00.0% | Unchanged |
| First Citizens Financial Corp | 6,105 | $341.8K | 0.24% | +1,400+29.8% | Added |
| Howard Financial Services, Ltd. | 6,113 | $342.2K | 0.08% | +1,300+27.0% | Added |
| Cornercap Investment Counsel Inc | 6,115 | $342.3K | 0.06% | −34−0.6% | Reduced |
| Pacific Center for Financial Services | 6,148 | $344.2K | 0.12% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 6,150 | $344.3K | 0.02% | +61+1.0% | Added |
| Univest Financial Corp | 6,182 | $346.1K | 0.12% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 6,184 | $346.2K | 0.12% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 6,198 | $347.0K | 0.30% | −10−0.2% | Reduced |
| Farther Finance Advisors, LLC | 6,207 | $347.5K | 0.05% | +1,697+37.6% | Added |
| Lokken Investment Group LLC | 6,207 | $347.5K | 0.23% | +200+3.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,208 | $347.5K | 0.19% | −1,498−19.4% | Reduced |
| Union Savings Bank | 6,235 | $349.0K | 0.22% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 6,429 | $349.4K | 0.07% | +55+0.9% | Added |
| J. L. Bainbridge & Co., Inc. | 6,262 | $350.5K | 0.05% | +14+0.2% | Added |
| Cary Street Partners Asset Management LLC | 6,262 | $350.6K | 0.07% | −192−3.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 6,264 | $350.7K | 0.06% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 6,267 | $350.8K | 0.31% | −253−3.9% | Reduced |
| Carmel Capital Partners, LLC | 6,268 | $350.9K | 0.16% | +473+8.2% | Added |
| First Interstate Bank | 6,273 | $351.2K | 0.03% | +800+14.6% | Added |
| Spears Abacus Advisors LLC | 6,275 | $351.3K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 6,276 | $351.3K | 0.06% | +6,276 | New |
| West Oak Capital, LLC | 6,292 | $352.0K | 0.17% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,299 | $352.6K | 0.12% | −9−0.1% | Reduced |
| Landaas & Co | 6,332 | $354.0K | 0.15% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 6,343 | $355.0K | 0.23% | −992−13.5% | Reduced |
| Tower View Investment Management & Research LLC | 6,345 | $355.0K | 0.25% | +249+4.1% | Added |
| Rosenberg Matthew Hamilton | 6,346 | $355.3K | 0.12% | +145+2.3% | Added |
| Johnson Bixby & Associates, LLC | 6,355 | $355.8K | 0.07% | −142−2.2% | Reduced |
| Klingman & Associates, LLC | 6,360 | $356.0K | 0.03% | −886−12.2% | Reduced |
| Blueshift Asset Management, LLC | 6,384 | $357.4K | 0.21% | +6,384 | New |
| Trust Co of Oklahoma | 6,389 | $357.7K | 0.14% | −6,700−51.2% | Reduced |
| Latitude Advisors, LLC | 6,394 | $357.9K | 0.26% | −546−7.9% | Reduced |
| Aurora Private Wealth, Inc. | 6,418 | $359.0K | 0.40% | +6,418 | New |
| Sand Hill Global Advisors, LLC | 6,416 | $359.2K | 0.02% | +112+1.8% | Added |
| Interchange Capital Partners, LLC | 6,432 | $360.0K | 0.29% | −3,278−33.8% | Reduced |
| Eqis Capital Management, Inc. | 6,443 | $360.7K | 0.04% | +491+8.2% | Added |
| Virginia Wealth Management Group, Inc. | 6,450 | $361.1K | 0.24% | 00.0% | Unchanged |
| Dillon & Associates Inc | 6,463 | $362.0K | 0.07% | −261−3.9% | Reduced |
| Sound Income Strategies, LLC | 6,474 | $362.4K | 0.03% | −736−10.2% | Reduced |
| Shufro Rose & Co LLC | 6,500 | $363.9K | 0.03% | −67−1.0% | Reduced |
| Fulcrum Capital LLC | 6,500 | $363.9K | 0.11% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 6,505 | $364.1K | 0.24% | 00.0% | Unchanged |
| Camden National Bank | 6,507 | $364.3K | 0.07% | −25−0.4% | Reduced |
| Kapitalo Investimentos Ltda | 6,512 | $364.5K | 0.05% | +4,402+208.6% | Added |
| Mystic Asset Management, Inc. | 6,513 | $364.6K | 0.20% | −650−9.1% | Reduced |
| Paulson Wealth Management Inc. | 6,520 | $365.0K | 0.13% | +266+4.3% | Added |
| Thompson Davis & Co., Inc. | 6,528 | $365.4K | 0.45% | +73+1.1% | Added |
| Granite Investment Partners, LLC | 6,529 | $365.5K | 0.02% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,530 | $365.5K | 0.11% | −6,505−49.9% | Reduced |
| Mezzasalma Advisors, LLC | 6,565 | $367.5K | 0.23% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 6,538 | $369.0K | 0.02% | +6,538 | New |
| Cable Hill Partners, LLC | 6,595 | $369.2K | 0.05% | +44+0.7% | Added |
| Insight Folios Inc | 6,602 | $369.6K | 0.18% | +472+7.7% | Added |
| Seven Springs Wealth Group, LLC | 6,614 | $370.3K | 0.18% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 6,628 | $371.0K | 0.09% | −800−10.8% | Reduced |
| Prentiss Smith & Co Inc | 6,661 | $372.9K | 0.27% | −216−3.1% | Reduced |
| Tiemann Investment Advisors, LLC | 6,662 | $372.9K | 0.20% | −90−1.3% | Reduced |
| Horan Capital Advisors, LLC. | 6,662 | $373.0K | 0.15% | +3,265+96.1% | Added |
| JJJ Advisors Inc. | 6,643 | $373.4K | 0.10% | +1,830+38.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,685 | $374.3K | 0.03% | +923+16.0% | Added |
| Wealth Alliance Advisory Group, LLC | 6,713 | $375.8K | 0.11% | +20.0% | Added |