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, Q4 2023
Institutional positions in Coca Cola Co as of Dec 31, 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
- 2,999
- +211 vs. Q3 2023
- Shares held
- 3.03B
- +15.5M (+0.5%) vs. Q3 2023
- Total value
- $178.6B
- +$9.55B (+5.6%) vs. Q3 2023
- New holders
- 332
- 1,154 more added
- Sold out
- 121
- 1,231 more reduced
47 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 8,615 | $508.0K | 0.20% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 8,634 | $508.9K | 0.10% | +221+2.6% | Added |
| Alan B. Lancz & Associates, Inc. | 8,650 | $509.7K | 0.54% | −500−5.5% | Reduced |
| Brogan Financial, Inc. | 8,664 | $510.6K | 0.38% | +79+0.9% | Added |
| Forte Capital LLC | 8,672 | $511.0K | 0.07% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 8,696 | $512.5K | 0.11% | +74+0.9% | Added |
| Accredited Investors Inc. | 8,700 | $512.7K | 0.04% | −307−3.4% | Reduced |
| Firestone Capital Management | 8,701 | $512.8K | 0.16% | +20.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 8,703 | $512.9K | 0.27% | −413−4.5% | Reduced |
| Lodestone Wealth Management LLC | 8,715 | $513.6K | 0.30% | +181+2.1% | Added |
| Koss-Olinger Consulting, LLC | 8,723 | $514.0K | 0.05% | −1,661−16.0% | Reduced |
| Quent Capital, LLC | 8,743 | $515.2K | 0.07% | −227−2.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,746 | $515.4K | 0.25% | +5,015+134.4% | Added |
| Beacon Financial Advisory LLC | 8,752 | $515.8K | 0.25% | +56+0.6% | Added |
| Crescent Grove Advisors, LLC | 8,765 | $516.5K | 0.06% | +46+0.5% | Added |
| Glassman Wealth Services | 8,777 | $517.2K | 0.07% | +277+3.3% | Added |
| Proficio Capital Partners LLC | 8,793 | $518.2K | 0.06% | −10−0.1% | Reduced |
| Ti-Trust, Inc | 8,843 | $521.1K | 0.46% | 00.0% | Unchanged |
| First National Corp | 8,862 | $522.2K | 0.13% | +87+1.0% | Added |
| SRB Corp | 8,883 | $523.5K | 0.03% | +1,110+14.3% | Added |
| Cambridge Advisors Inc. | 8,899 | $524.4K | 0.13% | −122−1.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 8,905 | $524.8K | 0.28% | +91+1.0% | Added |
| Round Rock Advisors, LLC | 8,907 | $524.9K | 0.13% | +119+1.4% | Added |
| Investors Research Corp | 8,923 | $525.8K | 0.13% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 8,961 | $528.1K | 0.35% | +88+1.0% | Added |
| Simon Quick Advisors, LLC | 8,969 | $528.6K | 0.05% | +3,366+60.1% | Added |
| Capasso Planning Partners LLC | 8,971 | $528.6K | 0.25% | +201+2.3% | Added |
| Quotient Wealth Partners, LLC | 8,995 | $530.1K | 0.02% | +8,995 | New |
| Alliance Wealth Advisors, LLC | 9,042 | $532.8K | 0.35% | −389−4.1% | Reduced |
| Heartland Bank & Trust Co | 9,052 | $533.4K | 0.37% | +133+1.5% | Added |
| Blueshift Asset Management, LLC | 9,055 | $533.6K | 0.28% | +2,671+41.8% | Added |
| Dividend Assets Capital, LLC | 9,087 | $535.0K | 0.11% | −4,537−33.3% | Reduced |
| Gilman Hill Asset Management, LLC | 9,089 | $535.6K | 0.10% | −750−7.6% | Reduced |
| Retirement Financial Solutions, LLC | 9,098 | $536.1K | 0.30% | +1,569+20.8% | Added |
| Cutter & CO Brokerage, Inc. | 9,110 | $536.9K | 0.15% | −833−8.4% | Reduced |
| Harbor Advisory Corp | 9,130 | $538.0K | 0.19% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 9,162 | $539.9K | 0.09% | −213−2.3% | Reduced |
| Notis-McConarty Edward | 9,200 | $542.2K | 0.22% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 9,232 | $544.1K | 0.15% | −2,486−21.2% | Reduced |
| Vivaldi Capital Management, LLC | 9,171 | $544.3K | 0.16% | −788−7.9% | Reduced |
| Wall Street Access Asset Management, LLC | 9,237 | $544.3K | 0.26% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 9,248 | $545.0K | 0.30% | +5,179+127.3% | Added |
| Alera Investment Advisors, LLC | 9,267 | $546.1K | 0.07% | +265+2.9% | Added |
| Phoenix Holdings Ltd. | 8,267 | $546.9K | 0.01% | +8,267 | New |
| Sculati Wealth Management, LLC | 9,297 | $547.9K | 0.26% | −3,817−29.1% | Reduced |
| GeoWealth Management, LLC | 9,307 | $548.0K | 0.05% | +9,082+4,036.4% | Added |
| Aldebaran Financial Inc. | 9,312 | $548.7K | 0.85% | −1,325−12.5% | Reduced |
| Circle Wealth Management, LLC | 9,321 | $549.3K | 0.01% | −1,485−13.7% | Reduced |
| Vestor Capital, LLC | 9,329 | $550.0K | 0.05% | +1,849+24.7% | Added |
| Coulter & Justus Financial Services, LLC | 9,339 | $550.4K | 0.37% | +9,339 | New |
| Carmichael Hill & Associates, Inc. | 9,344 | $550.6K | 0.24% | −714−7.1% | Reduced |
| Financial Management Professionals, Inc. | 9,349 | $551.0K | 0.09% | +966+11.5% | Added |
| Hemenway Trust Co LLC | 9,354 | $551.2K | 0.05% | −200−2.1% | Reduced |
| Indie Asset Partners, LLC | 9,375 | $552.5K | 0.50% | +104+1.1% | Added |
| Mount Yale Investment Advisors, LLC | 9,423 | $555.3K | 0.05% | +162+1.7% | Added |
| Stanley-Laman Group, Ltd. | 9,430 | $555.7K | 0.09% | +160+1.7% | Added |
| Financial Network Wealth Advisors LLC | 9,434 | $555.9K | 0.59% | +9,434 | New |
| TrinityPoint Wealth, LLC | 9,443 | $556.5K | 0.10% | −1,161−10.9% | Reduced |
| Sound Financial Strategies Group, LLC | 9,457 | $557.3K | 0.47% | −4,577−32.6% | Reduced |
| First United Bank Trust | 9,467 | $557.9K | 0.22% | +469+5.2% | Added |
| Sierra Capital LLC | 9,470 | $558.0K | 0.08% | −63−0.7% | Reduced |
| Viawealth, LLC | 9,478 | $558.5K | 0.38% | +10+0.1% | Added |
| Capital Advisors Wealth Management, LLC | 9,485 | $559.0K | 0.13% | −2,477−20.7% | Reduced |
| Cypress Wealth Services, LLC | 9,487 | $559.1K | 0.14% | −181−1.9% | Reduced |
| ASB Consultores, LLC | 9,502 | $560.0K | 0.19% | +9,502 | New |
| Duncker Streett & Co Inc | 9,505 | $560.1K | 0.12% | −400−4.0% | Reduced |
| Van Cleef Asset Management,Inc | 9,510 | $560.4K | 0.08% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 9,517 | $560.8K | 0.01% | −65−0.7% | Reduced |
| Gratus Wealth Advisors, LLC | 9,557 | $563.2K | 0.11% | +9,557 | New |
| Red Door Wealth Management, LLC | 9,560 | $563.3K | 0.12% | −32−0.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,571 | $564.0K | 0.07% | 00.0% | Unchanged |
| Clarus Group, Inc. | 9,583 | $564.7K | 0.43% | −1,076−10.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 9,585 | $564.8K | 0.15% | −300−3.0% | Reduced |
| River Wealth Advisors LLC | 9,605 | $566.0K | 0.09% | +22+0.2% | Added |
| Richwood Investment Advisors, LLC | 9,608 | $566.2K | 0.53% | +60+0.6% | Added |
| Stockman Wealth Management, Inc. | 9,611 | $566.4K | 0.11% | +300+3.2% | Added |
| Conscious Wealth Investments, LLC | 9,587 | $567.2K | 0.45% | +9,587 | New |
| Oracle Alpha Inc. | 9,625 | $567.2K | 0.73% | +9,625 | New |
| Monograph Wealth Advisors, LLC | 9,629 | $567.4K | 0.10% | +75+0.8% | Added |
| Cornerstone Capital, Inc. | 9,635 | $567.8K | 0.06% | +4,035+72.1% | Added |
| Summitry LLC | 9,636 | $567.9K | 0.03% | +43+0.4% | Added |
| Wilkins Investment Counsel Inc | 9,670 | $569.9K | 0.14% | −30−0.3% | Reduced |
| Crescent Sterling, Ltd. | 9,678 | $570.3K | 0.57% | −286−2.9% | Reduced |
| Goelzer Investment Management, Inc. | 9,681 | $570.5K | 0.04% | +169+1.8% | Added |
| Embree Financial Group | 9,684 | $570.7K | 0.12% | +9,684 | New |
| Blueprint Investment Partners LLC | 9,694 | $571.3K | 0.16% | +4,826+99.1% | Added |
| Aveo Capital Partners, LLC | 9,709 | $572.1K | 0.07% | +1,182+13.9% | Added |
| Wayfinding Financial, LLC | 9,734 | $573.0K | 0.39% | +175+1.8% | Added |
| Wimmer Associates 1, LLC | 9,727 | $573.2K | 0.32% | −251−2.5% | Reduced |
| Ferguson Shapiro LLC | 9,734 | $573.6K | 0.28% | +371+4.0% | Added |
| Astoria Portfolio Advisors LLC. | 9,580 | $574.2K | 0.23% | +1,044+12.2% | Added |
| Rakuten Investment Management, Inc. | 9,778 | $574.5K | 0.01% | +9,778 | New |
| WoodTrust Financial Corp | 9,756 | $575.0K | 0.10% | −23,494−70.7% | Reduced |
| Elgethun Capital Management | 9,775 | $576.1K | 0.16% | +799+8.9% | Added |
| Iron Financial, LLC | 9,783 | $576.5K | 0.33% | −266−2.6% | Reduced |
| Baldwin Investment Management, LLC | 9,785 | $576.6K | 0.09% | −2,700−21.6% | Reduced |
| IFG Advisors, LLC | 9,787 | $576.7K | 0.17% | +10.0% | Added |
| Buckingham Strategic Partners | 9,795 | $577.2K | 0.03% | −9,062−48.1% | Reduced |
| Alta Advisers Ltd | 9,800 | $577.5K | 0.31% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 9,806 | $577.8K | 0.19% | −557−5.4% | Reduced |