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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 97,234 | $5.44M | 0.93% | −2,104−2.1% | Reduced |
| Moody National Bank Trust Division | 97,186 | $5.44M | 0.35% | +9,243+10.5% | Added |
| Ossiam | 96,320 | $5.39M | 0.10% | −615,261−86.5% | Reduced |
| Stolper Co | 96,283 | $5.39M | 2.34% | +226+0.2% | Added |
| HM Payson & Co | 95,904 | $5.37M | 0.13% | +4,395+4.8% | Added |
| Addenda Capital Inc. | 94,772 | $5.35M | 0.23% | −76−0.1% | Reduced |
| Colony Group LLC | 95,096 | $5.32M | 0.08% | +4,604+5.1% | Added |
| City Holding Co | 95,046 | $5.32M | 0.95% | −4,037−4.1% | Reduced |
| LGT Financial Advisors LLC | 94,609 | $5.30M | 6.73% | 00.0% | Unchanged |
| Rice Partnership, LLC | 94,485 | $5.29M | 1.50% | −33,520−26.2% | Reduced |
| Coston, McIsaac & Partners | 94,293 | $5.28M | 2.00% | +3,815+4.2% | Added |
| Stokes Capital Advisors, LLC | 94,199 | $5.27M | 1.84% | +508+0.5% | Added |
| Eisler Capital (US) LLC | 94,126 | $5.27M | 1.94% | +74,514+379.9% | Added |
| Foyston, Gordon, & Payne Inc | 93,720 | $5.25M | 1.43% | 00.0% | Unchanged |
| Ascent Group, LLC | 92,242 | $5.23M | 0.58% | +26,657+40.6% | Added |
| RPG Investment Advisory, LLC | 92,668 | $5.19M | 0.95% | −681−0.7% | Reduced |
| Hilltop Holdings Inc. | 92,455 | $5.18M | 0.64% | +34,000+58.2% | Added |
| Empowered Funds, LLC | 92,113 | $5.16M | 0.15% | +1,096+1.2% | Added |
| RiverFront Investment Group, LLC | 92,103 | $5.16M | 0.18% | +483+0.5% | Added |
| Birmingham Capital Management Co Inc | 92,034 | $5.15M | 2.13% | +4,676+5.4% | Added |
| FORA Capital, LLC | 91,579 | $5.13M | 0.45% | +91,579 | New |
| Amica Mutual Insurance Co | 91,440 | $5.12M | 0.60% | +20,372+28.7% | Added |
| Stonebridge Capital Management Inc | 91,107 | $5.10M | 2.79% | −16,281−15.2% | Reduced |
| Oppenheimer Asset Management Inc. | 90,912 | $5.09M | 0.08% | +330.0% | Added |
| Green Square Capital Advisors LLC | 90,595 | $5.07M | 0.68% | −660−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 90,557 | $5.07M | 0.19% | −3,722−3.9% | Reduced |
| CX Institutional | 90,508 | $5.07M | 0.28% | +46,980+107.9% | Added |
| Money Concepts Capital Corp | 90,259 | $5.05M | 0.53% | +1,501+1.7% | Added |
| Financial & Tax Architects, LLC | 90,242 | $5.05M | 1.57% | +3,962+4.6% | Added |
| Viking Fund Management LLC | 90,000 | $5.04M | 1.02% | −23,000−20.4% | Reduced |
| Hoylecohen, LLC | 89,850 | $5.03M | 0.47% | −1,817−2.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 89,614 | $5.02M | 0.21% | −654−0.7% | Reduced |
| Trust Co of Toledo NA | 89,315 | $5.00M | 0.98% | +1,529+1.7% | Added |
| EP Wealth Advisors, LLC | 89,288 | $5.00M | 0.08% | +86,351+2,940.1% | Added |
| Pearl River Capital, LLC | 89,266 | $5.00M | 0.78% | +56,239+170.3% | Added |
| Centiva Capital, LP | 89,257 | $5.00M | 0.25% | −42,499−32.3% | Reduced |
| Twin Capital Management Inc | 88,985 | $4.98M | 0.72% | −6,685−7.0% | Reduced |
| Westwood Holdings Group Inc. | 88,943 | $4.98M | 0.05% | −5,924−6.2% | Reduced |
| Apollon Wealth Management, LLC | 88,841 | $4.97M | 0.25% | −5,549−5.9% | Reduced |
| HGK Asset Management Inc | 88,785 | $4.97M | 1.62% | −370−0.4% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 88,667 | $4.96M | 1.65% | +1,755+2.0% | Added |
| Capstone Investment Advisors, LLC | 88,588 | $4.96M | 0.13% | +88,588 | New |
| Bath Savings Trust Co | 88,566 | $4.96M | 0.61% | −1,570−1.7% | Reduced |
| Ycg, LLC | 88,485 | $4.95M | 0.46% | 00.0% | Unchanged |
| Farmers National Bank | 88,446 | $4.95M | 1.72% | +2,951+3.5% | Added |
| Resources Investment Advisors, LLC. | 88,302 | $4.94M | 0.11% | +4,139+4.9% | Added |
| London & Capital Asset Management Ltd | 88,115 | $4.93M | 0.45% | −1,755−2.0% | Reduced |
| Wallace Capital Management Inc. | 87,667 | $4.91M | 0.75% | −1,116−1.3% | Reduced |
| Balentine LLC | 87,441 | $4.89M | 0.16% | −8,763−9.1% | Reduced |
| Sicart Associates LLC | 86,704 | $4.89M | 1.92% | +663+0.8% | Added |
| Tokio Marine Asset Management Co Ltd | 87,221 | $4.88M | 0.31% | +6,540+8.1% | Added |
| Sandy Spring Bank | 87,094 | $4.88M | 0.27% | +1,461+1.7% | Added |
| Jump Financial, LLC | 86,872 | $4.86M | 0.18% | +45,304+109.0% | Added |
| Smith, Salley & Associates | 86,858 | $4.86M | 0.36% | −622−0.7% | Reduced |
| Parcion Private Wealth LLC | 86,460 | $4.84M | 0.50% | +717+0.8% | Added |
| Woodmont Investment Counsel LLC | 86,403 | $4.84M | 0.51% | +15,468+21.8% | Added |
| Iyo Bank, Ltd. | 86,390 | $4.84M | 2.63% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 86,308 | $4.83M | 0.68% | +1,253+1.5% | Added |
| First City Capital Management, Inc. | 86,314 | $4.83M | 3.03% | −227−0.3% | Reduced |
| Lincoln Capital LLC | 85,910 | $4.81M | 1.26% | −228−0.3% | Reduced |
| Hamel Associates, Inc. | 85,722 | $4.80M | 1.75% | −165−0.2% | Reduced |
| Principal Street Partners, LLC | 85,480 | $4.79M | 0.95% | −6,454−7.0% | Reduced |
| Advisory Research Inc | 85,452 | $4.78M | 0.66% | −4,669−5.2% | Reduced |
| Benedict Financial Advisors Inc | 85,375 | $4.78M | 1.38% | −2,018−2.3% | Reduced |
| Toth Financial Advisory Corp | 85,348 | $4.78M | 0.73% | −1,467−1.7% | Reduced |
| Alaska Permanent Fund Corp | 85,336 | $4.78M | 0.09% | +593+0.7% | Added |
| Douglass Winthrop Advisors, LLC | 85,011 | $4.76M | 0.12% | −150−0.2% | Reduced |
| David Loasby | 86,418 | $4.76M | 0.53% | +4,455+5.4% | Added |
| Builder Investment Group Inc | 84,872 | $4.75M | 1.87% | −300−0.4% | Reduced |
| Laurel Wealth Advisors LLC | 84,815 | $4.75M | 1.01% | −2,613−3.0% | Reduced |
| Ingalls & Snyder LLC | 84,630 | $4.74M | 0.23% | −1,161−1.4% | Reduced |
| Beacon Financial Group | 78,693 | $4.71M | 0.67% | −1,109−1.4% | Reduced |
| Columbia Asset Management | 83,677 | $4.68M | 1.04% | −1,454−1.7% | Reduced |
| Greenwood Capital Associates LLC | 83,672 | $4.68M | 0.68% | −1,373−1.6% | Reduced |
| Global Retirement Partners, LLC | 85,052 | $4.68M | 0.24% | +2,215+2.7% | Added |
| Assetmark, Inc | 83,305 | $4.66M | 0.02% | +7,920+10.5% | Added |
| Jefferies Financial Group Inc. | 83,185 | $4.66M | 0.12% | +60,618+268.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 82,879 | $4.64M | 0.51% | −3,700−4.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 82,810 | $4.64M | 1.02% | +21,740+35.6% | Added |
| Eisler Capital (UK) Ltd. | 82,715 | $4.63M | 0.20% | +65,182+371.8% | Added |
| Family Legacy, Inc. | 82,523 | $4.62M | 1.93% | +123+0.1% | Added |
| Meridian Wealth Management, LLC | 81,960 | $4.59M | 0.28% | +41,550+102.8% | Added |
| Tikehau Investment Management | 81,947 | $4.59M | 3.73% | −44,874−35.4% | Reduced |
| Howland Capital Management LLC | 81,027 | $4.57M | 0.27% | −84−0.1% | Reduced |
| RFP Financial Group LLC | 81,628 | $4.57M | 2.01% | −2,893−3.4% | Reduced |
| RSM US Wealth Management LLC | 80,823 | $4.56M | 0.16% | −19,783−19.7% | Reduced |
| Aureus Asset Management, LLC | 81,485 | $4.56M | 0.37% | −589−0.7% | Reduced |
| TD Private Client Wealth LLC | 81,377 | $4.56M | 0.20% | −2,218−2.7% | Reduced |
| Regal Investment Advisors LLC | 81,278 | $4.55M | 0.39% | +5,135+6.7% | Added |
| Bridge Creek Capital Management LLC | 81,276 | $4.55M | 1.73% | +75+0.1% | Added |
| Citizens National Bank Trust Department | 81,087 | $4.54M | 1.25% | −100−0.1% | Reduced |
| Weatherly Asset Management L. P. | 80,392 | $4.54M | 0.54% | −270.0% | Reduced |
| New England Asset Management Inc | 80,756 | $4.52M | 0.74% | −1,100−1.3% | Reduced |
| Mechanics Bank Trust Department | 80,675 | $4.52M | 0.75% | −575−0.7% | Reduced |
| HBK Sorce Advisory LLC | 80,254 | $4.49M | 0.20% | +183+0.2% | Added |
| Kennon-Green & Company, LLC | 80,205 | $4.49M | 4.46% | −547−0.7% | Reduced |
| Principle Wealth Partners LLC | 80,200 | $4.49M | 0.45% | +1,030+1.3% | Added |
| Rossmore Private Capital | 79,702 | $4.46M | 0.68% | +185+0.2% | Added |
| Qsemble Capital Management, LP | 79,700 | $4.46M | 0.83% | +54,900+221.4% | Added |
| Nomura Holdings Inc | 79,603 | $4.46M | 0.05% | +29,846+60.0% | Added |