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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 11,135 | $656.2K | 0.04% | −56−0.5% | Reduced |
| Northstar Asset Management LLC | 11,135 | $656.2K | 0.17% | −130−1.2% | Reduced |
| Acorn Financial Advisory Services Inc | 11,151 | $657.4K | 0.12% | +186+1.7% | Added |
| BCS Wealth Management | 11,190 | $659.0K | 0.24% | +46+0.4% | Added |
| Alliance Wealth Advisors, LLC | 11,203 | $660.2K | 0.22% | −703−5.9% | Reduced |
| Cowa, LLC | 11,272 | $664.3K | 0.41% | +603+5.7% | Added |
| Simplicity Wealth,LLC | 11,293 | $665.5K | 0.26% | +11,293 | New |
| Cladis Investment Advisory, LLC | 11,310 | $666.5K | 0.52% | +532+4.9% | Added |
| First Heartland Consultants, Inc. | 11,334 | $668.0K | 0.08% | +106+0.9% | Added |
| NorthCrest Asset Manangement, LLC | 11,340 | $668.2K | 0.03% | +40+0.4% | Added |
| Keudell/Morrison Wealth Management | 11,341 | $668.3K | 0.22% | +145+1.3% | Added |
| WNY Asset Management, LLC | 11,361 | $669.5K | 0.11% | +810+7.7% | Added |
| Ontario Teachers Pension Plan Board | 11,363 | $669.6K | 0.01% | −11,058−49.3% | Reduced |
| McDonald Partners LLC | 11,367 | $669.9K | 0.20% | −73−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 11,372 | $670.2K | 0.07% | +11,372 | New |
| Fielder Capital Group LLC | 11,373 | $670.2K | 0.40% | +11,373 | New |
| Pinnacle Holdings, LLC | 11,408 | $672.3K | 0.28% | +111+1.0% | Added |
| Lifeworks Advisors, LLC | 11,417 | $672.8K | 0.23% | −1,172−9.3% | Reduced |
| Cooper Financial Group | 11,466 | $675.7K | 0.12% | −1,240−9.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 11,485 | $676.8K | 0.41% | +109+1.0% | Added |
| Centurion Wealth Management LLC | 11,526 | $679.2K | 0.29% | +105+0.9% | Added |
| Transamerica Financial Advisors, Inc. | 11,524 | $680.0K | 0.09% | −5,894−33.8% | Reduced |
| Sound Income Strategies, LLC | 11,581 | $682.5K | 0.06% | +5,107+78.9% | Added |
| Sunbelt Securities, Inc. | 11,600 | $683.6K | 0.09% | +1,804+18.4% | Added |
| Abundance Wealth Counselors | 11,603 | $684.0K | 0.18% | +1,387+13.6% | Added |
| Cape Investment Advisory, Inc. | 11,616 | $684.5K | 0.33% | +1,169+11.2% | Added |
| LS Investment Advisors, LLC | 11,651 | $686.6K | 0.12% | −3,500−23.1% | Reduced |
| Cassia Capital Partners, LLC | 11,691 | $689.0K | 0.57% | −174−1.5% | Reduced |
| S&CO Inc | 11,725 | $690.0K | 0.05% | −458−3.8% | Reduced |
| Inceptionr LLC | 11,746 | $692.2K | 0.49% | +4,397+59.8% | Added |
| Retirement Income Solutions, Inc | 11,779 | $694.1K | 0.17% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 11,805 | $695.7K | 0.11% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 11,812 | $696.1K | 0.62% | +11,812 | New |
| Foster Dykema Cabot & Partners, LLC | 11,837 | $697.6K | 0.07% | +11,837 | New |
| Premier Path Wealth Partners, LLC | 11,839 | $697.7K | 0.15% | +11,839 | New |
| Patriot Investment Management Inc. | 11,852 | $698.4K | 0.06% | +336+2.9% | Added |
| Virtue Capital Management, LLC | 11,760 | $699.0K | 0.14% | −2,433−17.1% | Reduced |
| Fortem Financial Group, LLC | 11,863 | $699.1K | 0.35% | −1,678−12.4% | Reduced |
| Sit Investment Associates Inc | 11,952 | $704.0K | 0.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 11,961 | $704.9K | 0.18% | −1,824−13.2% | Reduced |
| Richard W. Paul & Associates, LLC | 12,003 | $707.3K | 0.30% | +205+1.7% | Added |
| Wrapmanager Inc | 12,009 | $707.7K | 0.21% | +1,295+12.1% | Added |
| Clear Creek Financial Management, LLC | 12,024 | $708.6K | 0.11% | +2,699+28.9% | Added |
| Kiley Juergens Wealth Management, LLC | 12,026 | $708.7K | 0.24% | +548+4.8% | Added |
| WealthTrust Axiom LLC | 12,029 | $708.9K | 0.24% | +3,657+43.7% | Added |
| Atwood & Palmer Inc | 12,032 | $709.0K | 0.06% | −175−1.4% | Reduced |
| Guidance Capital, Inc | 11,871 | $710.1K | 0.28% | +1,341+12.7% | Added |
| Lakeshore Financial Planning, Inc. | 12,053 | $710.2K | 0.39% | −283−2.3% | Reduced |
| Enterprise Financial Services Corp | 12,108 | $713.5K | 0.43% | +1,559+14.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 12,139 | $715.3K | 0.02% | +73+0.6% | Added |
| IVC Wealth Advisors LLC | 12,175 | $717.5K | 0.45% | +831+7.3% | Added |
| West Family Investments, Inc. | 12,207 | $719.4K | 0.24% | +1,385+12.8% | Added |
| Peachtree Investment Partners, LLC | 12,216 | $719.9K | 0.30% | −393−3.1% | Reduced |
| Essex Investment Management Co LLC | 12,232 | $720.8K | 0.14% | −457−3.6% | Reduced |
| ICA Group Wealth Management, LLC | 12,249 | $721.8K | 0.16% | −398−3.1% | Reduced |
| Alhambra Investment Partners LLC | 12,263 | $722.7K | 0.43% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 12,266 | $722.9K | 0.26% | −8,954−42.2% | Reduced |
| Weinberger Asset Management, Inc | 12,315 | $725.7K | 0.37% | +298+2.5% | Added |
| Fulton Breakefield Broenniman LLC | 12,324 | $726.3K | 0.06% | −3,530−22.3% | Reduced |
| Bennett Selby Investments LP | 12,328 | $726.5K | 0.37% | +1,835+17.5% | Added |
| JB Capital LLC | 12,331 | $726.7K | 0.05% | +362+3.0% | Added |
| Larson Financial Group LLC | 12,351 | $727.8K | 0.06% | +8,719+240.1% | Added |
| Reuter James Wealth Management, LLC | 12,354 | $728.0K | 0.50% | +1,938+18.6% | Added |
| Silver Oak Securities, Inc | 12,357 | $728.2K | 0.10% | +2,590+26.5% | Added |
| Delta Financial Group, Inc. | 12,376 | $729.0K | 0.23% | +327+2.7% | Added |
| Cornerstone Management, Inc. | 12,401 | $730.8K | 0.19% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12,403 | $730.9K | 0.18% | −690−5.3% | Reduced |
| InTrack Investment Management Inc | 12,413 | $731.5K | 0.55% | +2,420+24.2% | Added |
| Accurate Wealth Management, LLC | 12,244 | $732.3K | 0.23% | −40,994−77.0% | Reduced |
| Nemes Rush Group LLC | 12,461 | $734.3K | 0.12% | −2,307−15.6% | Reduced |
| AdvisorNet Financial, Inc | 12,462 | $734.4K | 0.07% | +390+3.2% | Added |
| Correct Capital Wealth Management | 12,472 | $735.0K | 0.19% | +12,472 | New |
| Mainsail Financial Group, LLC | 12,260 | $735.5K | 0.57% | +1,499+13.9% | Added |
| Marietta Investment Partners LLC | 12,482 | $735.6K | 0.18% | −400−3.1% | Reduced |
| SevenBridge Financial Group, LLC | 12,483 | $735.6K | 0.17% | 00.0% | Unchanged |
| Marex Group plc | 12,488 | $735.9K | 0.03% | +12,488 | New |
| Wolff Financial Management LLC | 12,495 | $736.0K | 0.23% | −132−1.0% | Reduced |
| Register Financial Advisors LLC | 12,497 | $736.4K | 0.49% | −528−4.1% | Reduced |
| Mango Five Family, Inc. | 12,523 | $738.0K | 0.28% | +12,523 | New |
| MBA Advisors LLC | 12,526 | $738.2K | 0.41% | +159+1.3% | Added |
| Spreng Capital Management, Inc. | 12,592 | $742.0K | 0.46% | −1,303−9.4% | Reduced |
| Commonwealth Financial Services, LLC | 12,602 | $742.6K | 0.17% | −455−3.5% | Reduced |
| Eastern Bank | 12,609 | $743.0K | 0.03% | +229+1.8% | Added |
| Hexagon Capital Partners LLC | 12,621 | $743.7K | 0.18% | +1,495+13.4% | Added |
| Formidable Asset Management, LLC | 12,629 | $744.2K | 0.16% | −262−2.0% | Reduced |
| Delta Financial Advisors LLC | 12,654 | $745.7K | 0.32% | −1,839−12.7% | Reduced |
| Buttonwood Financial Advisors Inc. | 12,696 | $748.2K | 0.41% | +11+0.1% | Added |
| Ausdal Financial Partners, Inc. | 12,710 | $749.0K | 0.09% | −262−2.0% | Reduced |
| Searle & Co. | 12,717 | $749.4K | 0.20% | +3,742+41.7% | Added |
| ARS Wealth Advisors Group, LLC | 12,760 | $752.0K | 0.11% | +3,226+33.8% | Added |
| RMB Capital Management, LLC | 12,762 | $752.1K | 0.02% | −3,328−20.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 12,783 | $753.3K | 0.38% | +423+3.4% | Added |
| Letson Investment Management, Inc. | 12,793 | $753.9K | 0.35% | +12,793 | New |
| Lester Murray Antman dba SimplyRich | 12,791 | $754.0K | 0.26% | −541−4.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 12,807 | $755.0K | 0.01% | −900−6.6% | Reduced |
| HCR Wealth Advisors | 12,817 | $755.3K | 0.12% | +3,591+38.9% | Added |
| Banco BTG Pactual S.A. | 12,879 | $756.6K | 0.17% | +3,015+30.6% | Added |
| Great Diamond Partners, LLC | 12,886 | $759.4K | 0.19% | +130+1.0% | Added |
| Kowal Investment Group, LLC | 12,900 | $760.2K | 0.18% | −2,085−13.9% | Reduced |
| CRA Financial Services, LLC | 12,906 | $760.5K | 0.19% | +20+0.2% | Added |