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
- 2,835
- −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
- 1,123 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 |
|---|---|---|---|---|---|
| Pegasus Partners Ltd. | 7,564 | $423.4K | 0.06% | +226+3.1% | Added |
| MEMBERS Trust Co | 7,610 | $424.7K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 7,600 | $425.0K | 0.17% | −2,000−20.8% | Reduced |
| Hedges Asset Management LLC | 7,600 | $425.4K | 0.37% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 7,086 | $426.7K | 0.31% | +608+9.4% | Added |
| Aft, Forsyth & Company, Inc. | 7,624 | $426.8K | 0.31% | 00.0% | Unchanged |
| Pacitti Group Inc. | 7,576 | $427.4K | 0.30% | −559−6.9% | Reduced |
| Fiduciary Alliance LLC | 7,652 | $428.3K | 0.10% | +2,575+50.7% | Added |
| Canal Capital Management, LLC | 7,660 | $428.8K | 0.09% | +8+0.1% | Added |
| Sanders Morris Harris LLC | 7,681 | $430.0K | 0.09% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 7,837 | $430.1K | 0.29% | +17+0.2% | Added |
| Montz Harcus Wealth Management LLC | 7,689 | $430.4K | 0.37% | −14−0.2% | Reduced |
| KC Investment Advisors, LLC | 7,693 | $430.7K | 0.28% | −196−2.5% | Reduced |
| Gould Asset Management LLC | 7,716 | $431.9K | 0.12% | −25−0.3% | Reduced |
| Owen LaRue, LLC | 7,718 | $432.1K | 0.48% | −457−5.6% | Reduced |
| Almanack Investment Partners, LLC. | 7,737 | $433.1K | 0.08% | −1,579−16.9% | Reduced |
| Resolute Wealth Strategies, LLC | 7,764 | $434.6K | 0.32% | −209−2.6% | Reduced |
| SRB Corp | 7,773 | $435.1K | 0.03% | +666+9.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,773 | $435.1K | 0.22% | −20.0% | Reduced |
| Hillsdale Investment Management Inc. | 7,784 | $435.7K | 0.04% | +4,800+160.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,800 | $436.7K | 0.16% | +7,800 | New |
| Goldstream Capital Management Ltd | 7,810 | $439.7K | 0.35% | 00.0% | Unchanged |
| X-Square Capital, LLC | 7,330 | $441.0K | 0.30% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 7,880 | $441.1K | 0.14% | +1,214+18.2% | Added |
| Amplius Wealth Advisors, LLC | 7,882 | $441.2K | 0.06% | −442−5.3% | Reduced |
| CWA Asset Management Group, LLC | 7,882 | $441.2K | 0.03% | +644+8.9% | Added |
| Spirit of America Management Corp | 7,900 | $442.2K | 0.10% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 7,900 | $442.2K | 0.11% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 7,906 | $442.6K | 0.07% | −3,418−30.2% | Reduced |
| FourThought Financial Partners, LLC | 7,907 | $442.6K | 0.06% | +215+2.8% | Added |
| Ambassador Advisors, LLC | 7,786 | $443.3K | 0.11% | +3,142+67.7% | Added |
| Sage Private Wealth Group, LLC | 7,920 | $443.4K | 0.61% | +170+2.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,921 | $443.4K | 0.09% | +30+0.4% | Added |
| Geller Advisors LLC | 7,858 | $443.5K | 0.05% | −340−4.1% | Reduced |
| Diversified, LLC | 7,958 | $445.5K | 0.12% | +69+0.9% | Added |
| Chapin Davis, Inc. | 7,969 | $446.1K | 0.21% | +142+1.8% | Added |
| Breakwater Capital Group | 7,907 | $446.3K | 0.15% | +1,728+28.0% | Added |
| First American Bank | 7,976 | $446.5K | 0.04% | −283−3.4% | Reduced |
| Lantz Financial LLC | 7,982 | $446.8K | 0.18% | +46+0.6% | Added |
| AM Squared Ltd | 8,000 | $447.8K | 0.68% | +7,400+1,233.3% | Added |
| Platform Technology Partners | 8,012 | $448.5K | 0.21% | +1,828+29.6% | Added |
| Arvest Trust Co N A | 8,042 | $450.2K | 0.03% | −667−7.7% | Reduced |
| Cipher Capital LP | 8,073 | $451.9K | 0.32% | −75,043−90.3% | Reduced |
| Greenspring Advisors, LLC | 8,077 | $452.1K | 0.14% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 8,077 | $452.1K | 0.28% | +657+8.9% | Added |
| Financial Partners Group, LLC | 8,089 | $452.8K | 0.22% | −9,593−54.3% | Reduced |
| Planning Center, Inc. | 8,090 | $452.9K | 0.12% | −84−1.0% | Reduced |
| Lazard Freres Gestion S.A.S. | 8,170 | $455.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8,166 | $457.1K | 0.12% | +483+6.3% | Added |
| Mission Creek Capital Partners, Inc. | 8,168 | $457.3K | 0.15% | −302−3.6% | Reduced |
| Chesapeake Asset Management LLC | 8,168 | $457.3K | 0.45% | −746−8.4% | Reduced |
| Fidelity D & D Bancorp Inc | 8,204 | $459.3K | 0.47% | +8,204 | New |
| Terril Brothers, Inc. | 8,221 | $460.2K | 0.22% | −150−1.8% | Reduced |
| S.A. Mason LLC | 8,252 | $462.0K | 0.33% | +14+0.2% | Added |
| Bienville Capital Management, LLC | 8,200 | $462.8K | 0.15% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 8,298 | $464.5K | 0.21% | +81+1.0% | Added |
| Yarbrough Capital, LLC | 8,300 | $464.6K | 0.03% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,306 | $465.0K | 0.03% | −478−5.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,319 | $465.7K | 0.17% | −54−0.6% | Reduced |
| Nadler Financial Group, Inc. | 8,341 | $466.9K | 0.07% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 8,356 | $467.8K | 0.11% | −1,331−13.7% | Reduced |
| WealthTrust Axiom LLC | 8,372 | $468.7K | 0.17% | −9,486−53.1% | Reduced |
| Strait & Sound Wealth Management LLC | 8,374 | $468.8K | 0.40% | −163−1.9% | Reduced |
| Addison Advisors LLC | 8,374 | $468.8K | 0.22% | +239+2.9% | Added |
| Financial Management Professionals, Inc. | 8,383 | $469.0K | 0.08% | −945−10.1% | Reduced |
| Legacy Wealth Management, LLC | 8,400 | $470.2K | 0.24% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 8,401 | $470.3K | 0.44% | −558−6.2% | Reduced |
| Paragon Capital Management Ltd | 8,413 | $471.0K | 0.11% | +9+0.1% | Added |
| 360 Financial, Inc. | 8,495 | $471.3K | 0.29% | +5+0.1% | Added |
| Ifrah Financial Services, Inc. | 8,424 | $471.6K | 0.15% | +22+0.3% | Added |
| Compton Wealth Advisory Group, LLC | 8,443 | $472.6K | 0.16% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 8,446 | $472.8K | 0.42% | +713+9.2% | Added |
| ERTS Wealth Advisors, LLC | 8,447 | $472.9K | 0.11% | −47−0.6% | Reduced |
| Benedetti & Gucer, Inc. | 8,452 | $473.1K | 0.26% | −49−0.6% | Reduced |
| Five Oceans Advisors | 8,461 | $473.6K | 0.30% | −137−1.6% | Reduced |
| Revisor Wealth Management LLC | 8,468 | $474.0K | 0.40% | +1,530+22.1% | Added |
| Laraway Financial Inc | 8,485 | $475.0K | 0.49% | +151+1.8% | Added |
| Armstrong, Fleming & Moore, Inc | 8,497 | $475.6K | 0.46% | +10.0% | Added |
| Glassman Wealth Services | 8,500 | $475.8K | 0.08% | +255+3.1% | Added |
| Astoria Portfolio Advisors LLC. | 8,536 | $476.1K | 0.23% | −1,548−15.4% | Reduced |
| Horst & Graben Wealth Management LLC | 8,516 | $476.7K | 0.12% | +44+0.5% | Added |
| Aveo Capital Partners, LLC | 8,527 | $477.3K | 0.06% | −1,075−11.2% | Reduced |
| Lodestone Wealth Management LLC | 8,534 | $477.8K | 0.34% | −71−0.8% | Reduced |
| Mattern Wealth Management LLC | 8,541 | $478.1K | 0.14% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 8,560 | $479.2K | 0.13% | −20.0% | Reduced |
| Cullen Capital Management LLC | 8,569 | $479.7K | 0.01% | 00.0% | Unchanged |
| Middleton & Co Inc | 8,575 | $480.0K | 0.07% | −500−5.5% | Reduced |
| Transatlantique Private Wealth LLC | 8,597 | $481.3K | 0.26% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 8,615 | $482.0K | 0.22% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8,557 | $482.6K | 0.10% | −27−0.3% | Reduced |
| Fagan Associates, Inc. | 8,622 | $482.7K | 0.12% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 8,585 | $483.3K | 0.42% | +2,649+44.6% | Added |
| Aviance Capital Partners, LLC | 8,665 | $485.1K | 0.11% | −264−3.0% | Reduced |
| Forte Capital LLC | 8,672 | $485.5K | 0.07% | −2,431−21.9% | Reduced |
| Pettee Investors, Inc. | 8,682 | $486.0K | 0.23% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 8,696 | $486.8K | 0.27% | +48+0.6% | Added |
| Firestone Capital Management | 8,699 | $487.0K | 0.17% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 8,704 | $487.3K | 0.03% | +1,981+29.5% | Added |
| SOA Wealth Advisors, LLC. | 8,720 | $488.1K | 0.12% | +245+2.9% | Added |
| Symmetry Investments LP | 8,763 | $490.6K | 0.14% | +972+12.5% | Added |