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 |
|---|---|---|---|---|---|
| Capasso Planning Partners LLC | 8,770 | $491.0K | 0.26% | −205−2.3% | Reduced |
| First National Corp | 8,775 | $491.2K | 0.13% | −77−0.9% | Reduced |
| Round Rock Advisors, LLC | 8,788 | $492.0K | 0.19% | −25−0.3% | Reduced |
| Crescent Grove Advisors, LLC | 8,719 | $492.1K | 0.06% | −3,042−25.9% | Reduced |
| Proficio Capital Partners LLC | 8,803 | $492.8K | 0.07% | −39−0.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 8,814 | $493.4K | 0.30% | +837+10.5% | Added |
| Israel Discount Bank of New York | 8,824 | $494.0K | 0.41% | −127−1.4% | Reduced |
| Ti-Trust, Inc | 8,843 | $495.0K | 0.47% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 8,850 | $495.4K | 0.15% | +3,677+71.1% | Added |
| Firethorn Wealth Partners, LLC | 8,873 | $496.7K | 0.38% | +124+1.4% | Added |
| Advisory Alpha, LLC | 8,881 | $497.2K | 0.03% | +731+9.0% | Added |
| Heartland Bank & Trust Co | 8,919 | $499.3K | 0.39% | +139+1.6% | Added |
| Investors Research Corp | 8,923 | $499.5K | 0.13% | +50+0.6% | Added |
| Garde Capital, Inc. | 8,927 | $500.0K | 0.04% | +80+0.9% | Added |
| Elgethun Capital Management | 8,976 | $501.4K | 0.15% | +533+6.3% | Added |
| Quent Capital, LLC | 8,970 | $502.2K | 0.08% | −475−5.0% | Reduced |
| Searle & Co. | 8,975 | $502.4K | 0.17% | 00.0% | Unchanged |
| First United Bank Trust | 8,998 | $503.6K | 0.23% | +10.0% | Added |
| Alera Investment Advisors, LLC | 9,002 | $503.9K | 0.08% | −357−3.8% | Reduced |
| Accredited Investors Inc. | 9,007 | $504.2K | 0.04% | +11+0.1% | Added |
| Monticello Wealth Management, LLC | 9,012 | $504.5K | 0.05% | +3,751+71.3% | Added |
| Cambridge Advisors Inc. | 9,021 | $505.0K | 0.14% | +36+0.4% | Added |
| Cedrus LLC | 9,062 | $507.3K | 0.36% | +1,210+15.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,571 | $508.6K | 0.07% | +10.0% | Added |
| Garrett Investment Advisors LLC | 9,095 | $509.1K | 0.07% | +2,248+32.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 9,116 | $510.3K | 0.29% | +9,116 | New |
| Harbor Advisory Corp | 9,130 | $511.1K | 0.19% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 9,150 | $512.2K | 0.58% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 9,193 | $514.6K | 0.24% | 00.0% | Unchanged |
| Notis-McConarty Edward | 9,200 | $515.0K | 0.21% | 00.0% | Unchanged |
| HCR Wealth Advisors | 9,226 | $516.4K | 0.11% | −679−6.9% | Reduced |
| Inlet Private Wealth, LLC | 9,236 | $517.0K | 0.17% | −4,963−35.0% | Reduced |
| Wall Street Access Asset Management, LLC | 9,237 | $517.1K | 0.27% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 9,240 | $517.3K | 0.29% | −24,118−72.3% | Reduced |
| Roman Butler Fullerton & Co | 9,800 | $518.3K | 0.24% | −118−1.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 9,261 | $518.4K | 0.06% | −11−0.1% | Reduced |
| Stanley-Laman Group, Ltd. | 9,270 | $518.9K | 0.09% | +100+1.1% | Added |
| Indie Asset Partners, LLC | 9,271 | $519.0K | 0.52% | +10.0% | Added |
| Jeppson Wealth Management, LLC | 9,277 | $519.3K | 0.24% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 9,311 | $521.2K | 0.11% | −34−0.4% | Reduced |
| Clear Creek Financial Management, LLC | 9,325 | $522.2K | 0.09% | +630+7.2% | Added |
| Front Barnett Associates LLC | 9,351 | $523.0K | 0.06% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 9,363 | $524.1K | 0.29% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 9,375 | $524.8K | 0.10% | +20+0.2% | Added |
| Kozak & Associates, Inc. | 9,922 | $527.3K | 0.19% | −1,676−14.5% | Reduced |
| Alliance Wealth Advisors, LLC | 9,431 | $527.9K | 0.38% | −407−4.1% | Reduced |
| Wayfinding Financial, LLC | 9,559 | $530.0K | 0.40% | −282−2.9% | Reduced |
| Viawealth, LLC | 9,468 | $530.0K | 0.39% | −1,020−9.7% | Reduced |
| MJP Associates Inc | 9,478 | $530.6K | 0.16% | −149−1.5% | Reduced |
| Van Cleef Asset Management,Inc | 9,510 | $532.4K | 0.08% | −40−0.4% | Reduced |
| Goelzer Investment Management, Inc. | 9,512 | $532.5K | 0.04% | +9,512 | New |
| ARS Wealth Advisors Group, LLC | 9,534 | $533.7K | 0.09% | −3,145−24.8% | Reduced |
| Sierra Capital LLC | 9,533 | $534.0K | 0.09% | −792−7.7% | Reduced |
| Richwood Investment Advisors, LLC | 9,548 | $534.5K | 0.55% | +115+1.2% | Added |
| Hemenway Trust Co LLC | 9,554 | $534.8K | 0.06% | −200−2.1% | Reduced |
| Partners Capital Investment Group, LLP | 9,582 | $536.4K | 0.01% | +5,414+129.9% | Added |
| River Wealth Advisors LLC | 9,583 | $536.5K | 0.10% | −40−0.4% | Reduced |
| Red Door Wealth Management, LLC | 9,592 | $537.0K | 0.13% | +59+0.6% | Added |
| Summitry LLC | 9,593 | $537.0K | 0.04% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 9,613 | $538.1K | 0.08% | −773−7.4% | Reduced |
| Monograph Wealth Advisors, LLC | 9,554 | $539.2K | 0.11% | +800+9.1% | Added |
| Cypress Wealth Services, LLC | 9,668 | $541.2K | 0.15% | −168−1.7% | Reduced |
| Wilkins Investment Counsel Inc | 9,700 | $543.0K | 0.15% | −100−1.0% | Reduced |
| Cross Staff Investments Inc | 9,715 | $543.8K | 0.53% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 9,767 | $546.8K | 0.12% | +1,159+13.5% | Added |
| Tarbox Family Office, Inc. | 9,769 | $546.9K | 0.11% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9,772 | $547.1K | 0.06% | −2,060−17.4% | Reduced |
| IFG Advisors, LLC | 9,786 | $547.8K | 0.19% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9,796 | $548.4K | 0.08% | −503−4.9% | Reduced |
| Regimen Wealth, LLC | 9,796 | $548.4K | 0.23% | +74+0.8% | Added |
| Vicus Capital | 9,798 | $548.5K | 0.06% | +4,129+72.8% | Added |
| Alta Advisers Ltd | 9,800 | $548.6K | 0.32% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 9,834 | $550.5K | 0.32% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 9,839 | $550.8K | 0.11% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 9,864 | $552.2K | 0.22% | +9,864 | New |
| First National Bank of Mount Dora, Trust Investment Services | 9,885 | $553.4K | 0.16% | +28+0.3% | Added |
| Apexium Financial, LP | 9,862 | $553.8K | 0.06% | −325−3.2% | Reduced |
| Duncker Streett & Co Inc | 9,905 | $554.5K | 0.13% | −2,620−20.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 9,943 | $556.6K | 0.16% | −376−3.6% | Reduced |
| Vivaldi Capital Management, LLC | 9,959 | $557.5K | 0.18% | +193+2.0% | Added |
| Schrum Private Wealth Management LLC | 9,962 | $557.7K | 0.64% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 9,964 | $557.8K | 0.59% | −1,225−10.9% | Reduced |
| Wimmer Associates 1, LLC | 9,978 | $558.6K | 0.35% | +56+0.6% | Added |
| Mosaic Family Wealth Partners, LLC | 9,987 | $559.1K | 0.11% | +19+0.2% | Added |
| InTrack Investment Management Inc | 9,993 | $559.4K | 0.49% | −1,467−12.8% | Reduced |
| Robinson Value Management, Ltd. | 10,000 | $559.8K | 0.42% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 10,023 | $561.1K | 0.07% | −395−3.8% | Reduced |
| Iron Financial, LLC | 10,049 | $562.6K | 0.33% | +2,863+39.8% | Added |
| Carmichael Hill & Associates, Inc. | 10,058 | $563.0K | 0.28% | +50.0% | Added |
| Tradewinds, LLC. | 10,059 | $563.1K | 0.33% | +10.0% | Added |
| Townsend Asset Management Corp | 10,091 | $564.9K | 0.28% | −27−0.3% | Reduced |
| Finer Wealth Management, Inc. | 10,099 | $565.3K | 0.45% | −40.0% | Reduced |
| ORG Partners LLC | 10,121 | $566.8K | 0.17% | −2,021−16.6% | Reduced |
| Willis Investment Counsel | 10,132 | $567.2K | 0.04% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 10,149 | $568.0K | 0.04% | −216−2.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,140 | $568.0K | 0.56% | +415+4.3% | Added |
| Caldwell Sutter Capital, Inc. | 10,153 | $568.4K | 0.31% | −940−8.5% | Reduced |
| Johnson & White Wealth Management, LLC | 10,172 | $569.0K | 0.51% | +10,172 | New |
| Lingohr & Partner Asset Management GmbH | 10,206 | $571.0K | 1.48% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 10,204 | $571.2K | 0.16% | +40+0.4% | Added |