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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 9,800 | $578.0K | 0.04% | −349−3.4% | Reduced |
| Jeppson Wealth Management, LLC | 9,812 | $578.2K | 0.24% | +535+5.8% | Added |
| Sittner & Nelson, LLC | 9,834 | $579.5K | 0.31% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 9,849 | $580.4K | 0.24% | +1,880+23.6% | Added |
| Roman Butler Fullerton & Co | 9,779 | $580.6K | 0.23% | −21−0.2% | Reduced |
| Lantz Financial LLC | 9,873 | $581.8K | 0.21% | +1,891+23.7% | Added |
| HC Advisors, LLC | 9,906 | $583.8K | 0.33% | −712−6.7% | Reduced |
| Fortress Wealth Group, LLC | 9,739 | $585.4K | 0.35% | +1,902+24.3% | Added |
| Regimen Wealth, LLC | 11,745 | $586.5K | 0.22% | +1,949+19.9% | Added |
| OneAscent Financial Services LLC | 9,954 | $587.0K | 0.07% | +5,639+130.7% | Added |
| Robinson Value Management, Ltd. | 10,000 | $589.3K | 0.39% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 10,000 | $589.3K | 0.13% | +10,000 | New |
| Ambassador Advisors, LLC | 9,831 | $590.3K | 0.13% | +2,045+26.3% | Added |
| BCU Wealth Advisors, LLC | 10,020 | $590.5K | 0.64% | +10,020 | New |
| Northern Oak Wealth Management Inc | 10,023 | $590.7K | 0.07% | 00.0% | Unchanged |
| Strategic Advisors LLC | 10,040 | $591.6K | 0.11% | −106,572−91.4% | Reduced |
| Cornerstone Wealth Group, LLC | 10,041 | $591.7K | 0.08% | −39,521−79.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 10,071 | $593.5K | 0.30% | −82−0.8% | Reduced |
| GDS Wealth Management | 10,076 | $593.8K | 0.08% | −622−5.8% | Reduced |
| Finer Wealth Management, Inc. | 10,101 | $595.2K | 0.44% | +20.0% | Added |
| New Century Financial Group, LLC | 10,126 | $596.7K | 0.52% | +10,126 | New |
| Willis Investment Counsel | 10,132 | $597.1K | 0.04% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 10,152 | $598.3K | 0.06% | −10,218−50.2% | Reduced |
| Cubic Asset Management, LLC | 10,184 | $600.1K | 0.15% | −20−0.2% | Reduced |
| Spinnaker Investment Group, LLC | 10,185 | $600.2K | 0.18% | −492−4.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,206 | $601.0K | 1.37% | 00.0% | Unchanged |
| Bangor Savings Bank | 10,205 | $601.4K | 0.07% | −750−6.8% | Reduced |
| GHP Investment Advisors, Inc. | 10,212 | $601.8K | 0.03% | −810−7.3% | Reduced |
| Strategic Investment Solutions, Inc. | 10,222 | $602.4K | 0.10% | −208,003−95.3% | Reduced |
| Burns Matteson Capital Management, LLC | 10,255 | $604.3K | 0.42% | 00.0% | Unchanged |
| Resources Management Corp | 10,266 | $605.0K | 0.09% | −450−4.2% | Reduced |
| Greenfield Savings Bank | 10,271 | $605.3K | 0.35% | −171−1.6% | Reduced |
| Taylor Hoffman Wealth Management | 10,276 | $605.6K | 0.27% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 10,276 | $605.6K | 0.50% | −759−6.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,287 | $606.2K | 0.10% | +300+3.0% | Added |
| Onefund, LLC | 10,289 | $606.3K | 0.79% | +10,289 | New |
| Retirement Guys Formula LLC | 10,295 | $606.7K | 0.33% | −315−3.0% | Reduced |
| Maple Capital Management, Inc. | 10,297 | $606.8K | 0.06% | −290−2.7% | Reduced |
| Cross Staff Investments Inc | 10,299 | $606.9K | 0.54% | +584+6.0% | Added |
| Woodward Diversified Capital, LLC | 10,302 | $607.1K | 0.38% | −364−3.4% | Reduced |
| Advisory Alpha, LLC | 10,307 | $607.4K | 0.03% | +1,426+16.1% | Added |
| Argent Capital Management LLC | 10,310 | $607.6K | 0.02% | −880−7.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 10,315 | $607.9K | 0.04% | −60−0.6% | Reduced |
| King Wealth | 10,319 | $608.0K | 0.12% | +17+0.2% | Added |
| Aspen Investment Management Inc | 10,344 | $610.0K | 0.34% | +20+0.2% | Added |
| Cadinha & Co LLC | 10,374 | $611.3K | 0.10% | −159,825−93.9% | Reduced |
| Kidder Stephen W | 10,380 | $611.7K | 0.20% | −1,950−15.8% | Reduced |
| Hartford Financial Management Inc. | 10,408 | $613.3K | 0.14% | +8+0.1% | Added |
| McAdam, LLC | 10,417 | $613.9K | 0.04% | +209+2.0% | Added |
| Donoghue Forlines LLC | 10,417 | $613.9K | 0.19% | −2,133−17.0% | Reduced |
| Compass Ion Advisors, LLC | 10,430 | $614.6K | 0.10% | +119+1.2% | Added |
| Prestige Wealth Management Group LLC | 10,447 | $615.6K | 0.14% | −9,333−47.2% | Reduced |
| Eudaimonia Advisors LLC | 10,473 | $617.2K | 0.40% | −89−0.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,484 | $617.8K | 0.02% | −50.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 10,490 | $618.0K | 0.53% | +350+3.5% | Added |
| Corundum Group, Inc. | 10,494 | $618.4K | 0.31% | +275+2.7% | Added |
| Capital Management Associates | 10,500 | $618.8K | 0.79% | +3,500+50.0% | Added |
| Johnson Financial Group, Inc. | 10,567 | $622.7K | 0.03% | +5,470+107.3% | Added |
| Trail Ridge Investment Advisors, LLC | 10,577 | $623.3K | 0.38% | −141−1.3% | Reduced |
| Meridian Investment Counsel Inc. | 10,585 | $623.8K | 0.21% | +300+2.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,603 | $624.0K | 0.01% | −10.0% | Reduced |
| Journey Advisory Group, LLC | 10,637 | $626.8K | 0.09% | −3,893−26.8% | Reduced |
| Proathlete Wealth Management LLC | 10,640 | $627.0K | 0.37% | +10,640 | New |
| Grant/GrossMendelsohn, LLC | 10,599 | $629.3K | 0.26% | −285−2.6% | Reduced |
| Brandywine Trust Co | 10,682 | $629.5K | 0.13% | 00.0% | Unchanged |
| Owen LaRue, LLC | 10,687 | $629.8K | 0.60% | +2,969+38.5% | Added |
| EverSource Wealth Advisors, LLC | 10,697 | $630.3K | 0.06% | +925+9.5% | Added |
| Eaton Financial Holdings Company, LLC | 10,708 | $631.0K | 0.15% | −1,544−12.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 10,737 | $632.7K | 0.17% | −131−1.2% | Reduced |
| Highline Wealth Partners LLC | 10,743 | $633.1K | 0.31% | +30.0% | Added |
| Pensionmark Financial Group, LLC | 10,748 | $633.4K | 0.08% | +3,269+43.7% | Added |
| Plato Investment Management Ltd | 10,769 | $634.6K | 0.78% | +10,769 | New |
| Monument Group Wealth Advisors, LLC | 10,811 | $637.1K | 0.54% | +10,811 | New |
| Zhang Financial LLC | 10,823 | $637.8K | 0.05% | −715−6.2% | Reduced |
| Johnson & White Wealth Management, LLC | 10,822 | $638.0K | 0.53% | +650+6.4% | Added |
| L & S Advisors Inc | 10,828 | $638.1K | 0.08% | −387−3.5% | Reduced |
| Elk River Wealth Management, LLC | 10,838 | $638.7K | 0.12% | +170+1.6% | Added |
| Norris Perne & French LLP | 10,844 | $639.0K | 0.05% | +30+0.3% | Added |
| Aletheian Wealth Advisors LLC | 10,853 | $639.6K | 0.42% | −75−0.7% | Reduced |
| Atomi Financial Group, Inc. | 10,857 | $639.8K | 0.09% | +10,857 | New |
| Everhart Financial Group, Inc. | 10,440 | $640.7K | 0.23% | −3,311−24.1% | Reduced |
| Cim Investment Mangement Inc | 10,879 | $641.1K | 0.21% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 10,884 | $641.4K | 0.08% | +1,271+13.2% | Added |
| Hutchinson Capital Management | 10,895 | $642.0K | 0.14% | −45−0.4% | Reduced |
| Live Oak Investment Partners | – | $642.1K | 0.59% | – | – |
| J. W. Coons Advisors, LLC | 10,898 | $642.2K | 0.17% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 10,903 | $642.5K | 0.24% | +25+0.2% | Added |
| N.E.W. Advisory Services LLC | 10,960 | $645.9K | 0.08% | −188−1.7% | Reduced |
| Orser Capital Management, LLC | 10,968 | $646.3K | 0.74% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 10,983 | $647.2K | 0.41% | +363+3.4% | Added |
| Wills Financial Group, Inc. | 10,989 | $647.6K | 0.33% | −1,066−8.8% | Reduced |
| Gray Wealth Management Inc. | 10,991 | $647.7K | 0.32% | −1,133−9.3% | Reduced |
| SFMG, LLC | 11,005 | $648.5K | 0.06% | −2,910−20.9% | Reduced |
| Oak Harvest Investment Services | 11,024 | $649.7K | 0.13% | −973−8.1% | Reduced |
| Ashford Capital Management Inc | 11,025 | $649.7K | 0.09% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 11,044 | $650.8K | 0.04% | −124−1.1% | Reduced |
| Sovereign Financial Group, Inc. | 11,051 | $651.2K | 0.20% | −934−7.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 11,067 | $652.2K | 0.02% | +396+3.7% | Added |
| Private Portfolio Partners LLC | 11,074 | $652.6K | 0.15% | +159+1.5% | Added |
| MBL Wealth, LLC | 11,084 | $653.2K | 0.08% | +460+4.3% | Added |