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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 79,478 | $4.45M | 0.01% | +1,295+1.7% | Added |
| Fosun International Ltd | 79,141 | $4.43M | 0.71% | +2,090+2.7% | Added |
| Eudaimonia Partners, LLC | 78,970 | $4.42M | 1.07% | 00.0% | Unchanged |
| GTS Securities LLC | 78,880 | $4.42M | 0.09% | −68,601−46.5% | Reduced |
| Oxbow Advisors, LLC | 78,501 | $4.39M | 0.69% | +74,687+1,958.2% | Added |
| Live Oak Private Wealth LLC | 78,459 | $4.39M | 0.93% | −431−0.5% | Reduced |
| Cardinal Capital Management | 77,509 | $4.37M | 0.89% | +1,284+1.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 77,415 | $4.37M | 0.29% | −2,382−3.0% | Reduced |
| NTV Asset Management LLC | 78,049 | $4.37M | 0.79% | −277−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 77,875 | $4.36M | 0.32% | −2,098−2.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 77,696 | $4.35M | 4.54% | +68,473+742.4% | Added |
| Boston Research & Management Inc | 77,370 | $4.33M | 1.28% | +300+0.4% | Added |
| Fred Alger Management, LLC | 77,258 | $4.32M | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 77,227 | $4.32M | 0.49% | +1,497+2.0% | Added |
| Parallel Advisors, LLC | 77,147 | $4.32M | 0.14% | −3,381−4.2% | Reduced |
| Fulton Bank, N.A. | 76,991 | $4.31M | 0.21% | +530+0.7% | Added |
| Harvey Investment Co LLC | 76,975 | $4.31M | 0.56% | +13,500+21.3% | Added |
| Schulhoff & Co Inc | 76,852 | $4.30M | 2.17% | −503−0.7% | Reduced |
| First Nebraska Trust Co | 76,812 | $4.30M | 0.53% | +610+0.8% | Added |
| Hayek Kallen Investment Management | 76,389 | $4.28M | 1.92% | −833−1.1% | Reduced |
| Argyle Capital Management Inc. | 76,373 | $4.28M | 1.57% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 76,294 | $4.27M | 0.07% | +738+1.0% | Added |
| Meritage Portfolio Management | 76,245 | $4.27M | 0.32% | +100.0% | Added |
| Greylin Investment Mangement Inc | 76,211 | $4.27M | 0.77% | −6,355−7.7% | Reduced |
| Chilton Capital Management LLC | 76,163 | $4.26M | 0.24% | +4,459+6.2% | Added |
| Steel Peak Wealth Management LLC | 75,262 | $4.25M | 0.27% | −118,756−61.2% | Reduced |
| Proequities, Inc. | 75,214 | $4.24M | 0.33% | +6,643+9.7% | Added |
| Freestone Capital Holdings, LLC | 75,651 | $4.23M | 0.22% | +16,772+28.5% | Added |
| RIA Advisory Group LLC | 75,300 | $4.22M | 1.89% | −1,962−2.5% | Reduced |
| Gateway Advisory, LLC | 75,147 | $4.21M | 0.86% | +4,176+5.9% | Added |
| Moneta Group Investment Advisors LLC | 74,999 | $4.20M | 0.10% | −2,053−2.7% | Reduced |
| Tectonic Advisors LLC | 74,889 | $4.19M | 0.39% | +6,863+10.1% | Added |
| RFG Advisory, LLC | 74,658 | $4.18M | 0.19% | +7,274+10.8% | Added |
| Lee Danner & Bass Inc | 74,337 | $4.16M | 0.38% | −9,900−11.8% | Reduced |
| Western Wealth Management, LLC | 74,164 | $4.15M | 0.35% | −230.0% | Reduced |
| BancorpSouth Bank | 74,076 | $4.15M | 0.36% | −6,757−8.4% | Reduced |
| Caldwell Trust Co | 73,239 | $4.10M | 0.56% | +2,658+3.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 72,996 | $4.09M | 0.14% | −3,413−4.5% | Reduced |
| Sandhill Capital Partners LLC | 72,887 | $4.08M | 0.38% | +1,191+1.7% | Added |
| Chicago Capital, LLC | 72,866 | $4.08M | 0.19% | +51+0.1% | Added |
| Veriti Management LLC | 72,277 | $4.05M | 0.46% | +4,086+6.0% | Added |
| Covington Investment Advisors Inc. | 72,141 | $4.04M | 0.83% | +6,320+9.6% | Added |
| Tufton Capital Management | 72,033 | $4.03M | 0.90% | −471−0.6% | Reduced |
| Csenge Advisory Group | 71,825 | $4.02M | 0.27% | −570−0.8% | Reduced |
| Leonteq Securities AG | 71,496 | $4.00M | 0.42% | −282−0.4% | Reduced |
| Ellsworth Advisors, LLC | 73,536 | $4.00M | 1.42% | +1,435+2.0% | Added |
| GAM Holding AG | 71,306 | $3.99M | 0.29% | +361+0.5% | Added |
| Summit Global Investments | 71,078 | $3.98M | 0.26% | −20,929−22.7% | Reduced |
| Duality Advisers, LP | 71,058 | $3.98M | 0.48% | +71,058 | New |
| Wright Investors Service Inc | 70,973 | $3.97M | 1.15% | +29,628+71.7% | Added |
| Parthenon LLC | 70,935 | $3.97M | 0.60% | 00.0% | Unchanged |
| Capula Management Ltd | 70,693 | $3.96M | 0.26% | +70,693 | New |
| Lincoln National Corp | 70,222 | $3.93M | 0.08% | +1,671+2.4% | Added |
| BKD Wealth Advisors, LLC | 70,116 | $3.93M | 0.12% | +23,270+49.7% | Added |
| Leavell Investment Management, Inc. | 69,530 | $3.92M | 0.27% | −656−0.9% | Reduced |
| RBF Capital, LLC | 70,000 | $3.92M | 0.26% | −30,000−30.0% | Reduced |
| Trust Co of Vermont | 69,721 | $3.90M | 0.26% | +2,799+4.2% | Added |
| Asset Dedication, LLC | 69,331 | $3.89M | 0.33% | −2,222−3.1% | Reduced |
| Shilanski & Associates, Inc. | 69,142 | $3.89M | 1.59% | +2,023+3.0% | Added |
| Hallmark Capital Management Inc | 69,072 | $3.87M | 0.32% | +67,472+4,217.0% | Added |
| Butensky & Cohen Financial Security, Inc | 68,948 | $3.86M | 1.40% | +2,528+3.8% | Added |
| Essex Financial Services, Inc. | 68,696 | $3.85M | 0.45% | +261+0.4% | Added |
| Lowe Brockenbrough & Co Inc | 68,092 | $3.84M | 0.30% | −9,500−12.2% | Reduced |
| Lafayette Investments, Inc. | 68,504 | $3.83M | 1.05% | −346−0.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 68,438 | $3.83M | 2.89% | −200−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 68,374 | $3.83M | 0.18% | −4,259−5.9% | Reduced |
| Bryn Mawr Trust Co | 68,333 | $3.83M | 0.17% | −477−0.7% | Reduced |
| Garda Capital Partners LP | 68,276 | $3.82M | 2.43% | +68,276 | New |
| Ashton Thomas Private Wealth, LLC | 67,896 | $3.80M | 0.28% | +1,549+2.3% | Added |
| Burns J W & Co Inc | 67,857 | $3.80M | 0.62% | −1,353−2.0% | Reduced |
| Oakworth Capital, Inc. | 67,706 | $3.79M | 0.34% | −499−0.7% | Reduced |
| Americana Partners, LLC | 68,862 | $3.79M | 0.41% | +10,821+18.6% | Added |
| IHT Wealth Management, LLC | 67,562 | $3.78M | 0.19% | −427−0.6% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 67,478 | $3.78M | 0.81% | −116−0.2% | Reduced |
| Snowden Capital Advisors LLC | 67,465 | $3.78M | 0.16% | −26,907−28.5% | Reduced |
| Mutual Advisors, LLC | 67,281 | $3.77M | 0.15% | +2,031+3.1% | Added |
| Nicollet Investment Management, Inc. | 67,074 | $3.75M | 1.68% | −330.0% | Reduced |
| Philadelphia Trust Co | 67,032 | $3.75M | 0.39% | −4,962−6.9% | Reduced |
| Virtu Financial LLC | 66,816 | $3.74M | 0.37% | −15,437−18.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 66,730 | $3.74M | 1.09% | −1,520−2.2% | Reduced |
| Level Four Advisory Services, LLC | 66,631 | $3.73M | 0.24% | −6,211−8.5% | Reduced |
| Roanoke Asset Management Corp | 66,445 | $3.72M | 1.53% | −235−0.4% | Reduced |
| Chemung Canal Trust Co | 65,983 | $3.69M | 0.85% | −4,310−6.1% | Reduced |
| United Bank | 65,954 | $3.69M | 2.21% | −384−0.6% | Reduced |
| Semmax Financial Advisors Inc. | 64,736 | $3.69M | 1.48% | +64,736 | New |
| TCG Advisory Services, LLC | 65,542 | $3.67M | 0.57% | +7,233+12.4% | Added |
| Engineers Gate Manager LP | 65,219 | $3.65M | 0.13% | +48,678+294.3% | Added |
| River & Mercantile Asset Management LLP | 65,135 | $3.65M | 0.85% | +2,530+4.0% | Added |
| Hanson & Doremus Investment Management | 65,142 | $3.65M | 0.75% | +127+0.2% | Added |
| Choate Investment Advisors | 65,115 | $3.65M | 0.14% | −5,199−7.4% | Reduced |
| WealthBridge Investment Counsel Inc. | 65,100 | $3.64M | 1.59% | −1,675−2.5% | Reduced |
| Biglari, Sardar | 64,961 | $3.64M | 15.05% | +6,938+12.0% | Added |
| Relative Value Partners Group, LLC | 64,661 | $3.62M | 0.24% | +3,135+5.1% | Added |
| Physicians Financial Services, Inc. | 64,350 | $3.60M | 1.47% | −149−0.2% | Reduced |
| Clough Capital Partners L P | 64,250 | $3.60M | 0.39% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 64,244 | $3.60M | 0.23% | −1,075−1.6% | Reduced |
| Washington Trust Advisors, Inc. | 64,203 | $3.59M | 0.37% | −600−0.9% | Reduced |
| Old National Bancorp | 64,040 | $3.58M | 0.10% | −8,598−11.8% | Reduced |
| GYL Financial Synergies, LLC | 63,934 | $3.58M | 0.35% | −8,725−12.0% | Reduced |
| Dakota Wealth Management | 63,920 | $3.58M | 0.16% | +16,679+35.3% | Added |