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 |
|---|---|---|---|---|---|
| Oak Asset Management, LLC | 6,733 | $376.9K | 0.16% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 7,202 | $377.2K | 0.20% | 00.0% | Unchanged |
| Wealth Architects, LLC | 6,742 | $377.4K | 0.06% | −67−1.0% | Reduced |
| ML & R Wealth Management LLC | 6,746 | $377.6K | 0.10% | −69−1.0% | Reduced |
| WealthPLAN Partners, LLC | 6,754 | $378.1K | 0.04% | +203+3.1% | Added |
| Polaris Wealth Advisory Group, LLC | 6,756 | $378.2K | 0.03% | +6,756 | New |
| Global Trust Asset Management, LLC | 6,762 | $378.5K | 0.18% | 00.0% | Unchanged |
| TD Capital Management LLC | 6,765 | $378.7K | 0.05% | −103−1.5% | Reduced |
| Beacon Capital Management, LLC | 6,291 | $378.8K | 0.10% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 6,770 | $379.0K | 0.28% | +476+7.6% | Added |
| Borer Denton & Associates, Inc. | 6,782 | $379.7K | 0.16% | +129+1.9% | Added |
| Institute for Wealth Management, LLC. | 6,789 | $380.1K | 0.07% | −47−0.7% | Reduced |
| Parisi Gray Wealth Management | 6,801 | $380.7K | 0.17% | +194+2.9% | Added |
| Brown Shipley& Co Ltd | 6,802 | $380.8K | 0.21% | +390+6.1% | Added |
| Birinyi Associates Inc | 6,810 | $381.0K | 0.15% | −292−4.1% | Reduced |
| Provident Wealth Management, LLC | 6,817 | $381.6K | 0.19% | −165−2.4% | Reduced |
| Delta Investment Management, LLC | 6,821 | $381.8K | 0.11% | 00.0% | Unchanged |
| TKG Advisors, LLC | 6,853 | $383.6K | 0.26% | +353+5.4% | Added |
| Girard Partners Ltd. | 6,874 | $384.8K | 0.04% | −1,379−16.7% | Reduced |
| SeaBridge Investment Advisors LLC | 6,882 | $385.3K | 0.13% | +6,882 | New |
| Cascade Investment Group, Inc. | 6,886 | $385.5K | 0.36% | +49+0.7% | Added |
| TLWM | 6,887 | $385.5K | 0.10% | +70+1.0% | Added |
| Abner Herrman & Brock LLC | 6,900 | $386.0K | 0.06% | −227−3.2% | Reduced |
| Legacy Bridge, LLC | 6,905 | $386.5K | 0.28% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 6,914 | $387.1K | 0.01% | −2,671−27.9% | Reduced |
| Sentry LLC | 6,924 | $387.6K | 0.08% | +801+13.1% | Added |
| Carlson Capital Management | 6,934 | $388.2K | 0.02% | −74−1.1% | Reduced |
| Caxton Associates LP | 6,945 | $388.8K | 0.05% | +3,203+85.6% | Added |
| Archetype Wealth Partners | 6,944 | $389.0K | 0.08% | −61−0.9% | Reduced |
| Vista Wealth Management Group, LLC | 6,982 | $390.9K | 0.04% | +655+10.4% | Added |
| Schear Investment Advisers, LLC | 6,988 | $391.2K | 0.42% | −745−9.6% | Reduced |
| M. Kraus & Co | 6,990 | $391.3K | 0.14% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 6,995 | $391.6K | 0.26% | −251−3.5% | Reduced |
| Beta Wealth Group, Inc. | 7,002 | $392.0K | 0.23% | +102+1.5% | Added |
| Capital Management Associates | 7,000 | $392.0K | 0.58% | −8,000−53.3% | Reduced |
| Herold Advisors, Inc. | 7,005 | $392.1K | 0.12% | −143−2.0% | Reduced |
| Ellis Investment Partners, LLC | 7,006 | $392.2K | 0.10% | −752−9.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 7,014 | $392.6K | 0.16% | −2,971−29.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 7,415 | $394.0K | 0.05% | +438+6.3% | Added |
| BOK Financial Private Wealth, Inc. | 6,984 | $394.2K | 0.03% | 00.0% | Unchanged |
| KWMG, LLC | 7,042 | $394.2K | 0.05% | −69−1.0% | Reduced |
| Peoples Bank | 7,043 | $394.3K | 0.26% | +128+1.9% | Added |
| BEAM Asset Management, LLC | 7,050 | $394.7K | 0.28% | +386+5.8% | Added |
| Brown, Lisle/Cummings, Inc. | 7,053 | $394.8K | 0.18% | +6+0.1% | Added |
| Blue Barn Wealth, LLC | 7,094 | $397.1K | 0.26% | −108−1.5% | Reduced |
| SNS Financial Group, LLC | 7,043 | $397.5K | 0.05% | −291−4.0% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 7,108 | $397.9K | 0.03% | −45−0.6% | Reduced |
| Gibson Capital, LLC | 7,108 | $397.9K | 0.11% | +43+0.6% | Added |
| Financial Engines Advisors L.L.C. | 7,056 | $398.2K | 0.00% | +1,941+37.9% | Added |
| Truadvice, LLC | 7,031 | $398.8K | 0.16% | −981−12.2% | Reduced |
| Liberty Wealth Management LLC | 7,133 | $399.0K | 0.10% | +31+0.4% | Added |
| Financial Advisory Group | 7,136 | $399.5K | 0.08% | −10−0.1% | Reduced |
| Triad Financial Advisors, Inc. | 7,139 | $399.7K | 0.14% | +871+13.9% | Added |
| Ullmann Financial Group, Inc. | 7,146 | $400.1K | 0.07% | −892−11.1% | Reduced |
| Whalerock Point Partners, LLC | 7,147 | $400.1K | 0.14% | 00.0% | Unchanged |
| Clarity Financial LLC | 7,159 | $400.8K | 0.07% | −152,576−95.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,159 | $400.8K | 0.10% | −93−1.3% | Reduced |
| Trust Co | 7,179 | $401.9K | 0.06% | +729+11.3% | Added |
| Harvest Fund Management Co., Ltd | 7,200 | $403.0K | 0.07% | −10,597−59.5% | Reduced |
| Ssi Investment Management LLC | 7,218 | $404.1K | 0.03% | −65−0.9% | Reduced |
| Wambolt & Associates, LLC | 7,293 | $404.6K | 0.15% | −753−9.4% | Reduced |
| AXS Investments LLC | 7,228 | $404.6K | 0.10% | −2,719−27.3% | Reduced |
| Norwood Financial Corp | 7,235 | $404.9K | 0.66% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 7,237 | $405.2K | 0.05% | 00.0% | Unchanged |
| Wealth Management Solutions, LLC | 7,239 | $405.2K | 0.28% | +30.0% | Added |
| Holistic Financial Partners | 7,243 | $405.5K | 0.27% | +81+1.1% | Added |
| Ellenbecker Investment Group | 4,261 | $406.0K | 0.11% | −3,150−42.5% | Reduced |
| Garrison Asset Management, LLC | 7,262 | $406.5K | 0.25% | +2,035+38.9% | Added |
| W.H. Cornerstone Investments Inc. | 7,265 | $407.0K | 0.36% | −109−1.5% | Reduced |
| Avitas Wealth Management LLC | 7,290 | $408.1K | 0.08% | −232−3.1% | Reduced |
| Crumly & Associates Inc. | 7,294 | $408.3K | 0.16% | +596+8.9% | Added |
| Riverbridge Partners LLC | 7,304 | $408.9K | 0.01% | −100−1.4% | Reduced |
| Lockerman Financial Group, Inc. | 7,313 | $409.4K | 1.10% | −66−0.9% | Reduced |
| FirstPurpose Wealth LLC | 7,322 | $409.9K | 0.18% | +274+3.9% | Added |
| Revolve Wealth Partners, LLC | 7,336 | $410.7K | 0.10% | +96+1.3% | Added |
| Hollow Brook Wealth Management LLC | 7,289 | $411.4K | 0.17% | 00.0% | Unchanged |
| Inceptionr LLC | 7,349 | $411.4K | 0.23% | −7,402−50.2% | Reduced |
| Northside Capital Management, LLC | 7,368 | $412.5K | 0.10% | +423+6.1% | Added |
| Strategic Financial Services, Inc, | 7,369 | $412.5K | 0.03% | −1,250−14.5% | Reduced |
| ELCO Management Co., LLC | 7,371 | $412.6K | 0.30% | −96−1.3% | Reduced |
| RW Investment Management LLC | 7,372 | $412.7K | 0.07% | 00.0% | Unchanged |
| Doheny Asset Management | 7,373 | $413.0K | 0.40% | 00.0% | Unchanged |
| Capital Square, LLC | 7,648 | $413.4K | 0.56% | +227+3.1% | Added |
| Charter Oak Capital Management, LLC | 7,402 | $414.4K | 0.05% | +10+0.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 7,402 | $414.4K | 0.34% | +2,011+37.3% | Added |
| Front Street Capital Management, Inc. | 7,422 | $416.0K | 0.09% | +200+2.8% | Added |
| Marotta Asset Management | 7,443 | $416.7K | 0.10% | −186−2.4% | Reduced |
| Overbrook Management Corp | 7,480 | $418.7K | 0.10% | −350−4.5% | Reduced |
| Rocky Mountain Advisers, LLC | 7,481 | $418.8K | 0.20% | +797+11.9% | Added |
| Kapstone Financial Advisors LLC | 7,484 | $419.0K | 0.38% | −187−2.4% | Reduced |
| Vestor Capital, LLC | 7,480 | $419.0K | 0.05% | +382+5.4% | Added |
| Global Financial Private Client, LLC | 7,552 | $419.0K | 0.22% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 7,491 | $419.3K | 0.23% | +62+0.8% | Added |
| Cooper/Haims Advisors, LLC | 7,493 | $419.4K | 0.33% | +8+0.1% | Added |
| First National Bank | 7,498 | $419.7K | 0.37% | −95−1.3% | Reduced |
| ABLE Financial Group, LLC | 7,499 | $419.8K | 0.21% | −522−6.5% | Reduced |
| 180 Wealth Advisors, LLC | 7,504 | $420.1K | 0.09% | −282−3.6% | Reduced |
| Retirement Financial Solutions, LLC | 7,529 | $421.5K | 0.28% | −1,706−18.5% | Reduced |
| Consolidated Portfolio Review Corp | 7,540 | $422.1K | 0.10% | +91+1.2% | Added |
| Pensionmark Financial Group, LLC | 7,479 | $422.1K | 0.08% | +706+10.4% | Added |