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 |
|---|---|---|---|---|---|
| Pine Haven Investment Counsel, Inc | 12,910 | $760.8K | 0.71% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 12,912 | $760.9K | 0.20% | +12,912 | New |
| Cidel Asset Management Inc | 12,919 | $761.3K | 0.03% | +12,919 | New |
| Ballast Advisors LLC | 12,919 | $761.3K | 0.28% | −4,467−25.7% | Reduced |
| St. Louis Trust Co | 12,929 | $761.9K | 0.13% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 12,954 | $763.4K | 0.25% | −107−0.8% | Reduced |
| Flynn Zito Capital Management, LLC | 12,988 | $765.4K | 0.52% | +583+4.7% | Added |
| First National Bank & Trust Co of Newtown | 13,003 | $766.3K | 0.16% | +209+1.6% | Added |
| Seamount Financial Group Inc | 13,008 | $766.6K | 0.73% | +13,008 | New |
| Arbor Trust Wealth Advisors, LLC | 13,016 | $767.0K | 0.46% | −22−0.2% | Reduced |
| Central Bank & Trust Co | 13,018 | $767.1K | 0.12% | −417−3.1% | Reduced |
| Hoertkorn Richard Charles | 13,030 | $767.9K | 0.35% | −100−0.8% | Reduced |
| Eagle Strategies LLC | 13,040 | $768.4K | 0.16% | +306+2.4% | Added |
| American Trust | 13,045 | $768.7K | 0.06% | −5,819−30.8% | Reduced |
| Congress Park Capital LLC | 13,125 | $773.5K | 0.38% | +2,400+22.4% | Added |
| Cypress Point Wealth Management, LLC | 13,135 | $774.1K | 0.58% | +392+3.1% | Added |
| MN Wealth Advisors, LLC | 13,152 | $775.1K | 0.53% | +13,152 | New |
| NFC Investments, LLC | 13,164 | $776.0K | 0.24% | +13,164 | New |
| True North Advisors, LLC | 13,173 | $776.3K | 0.20% | −613−4.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,194 | $777.5K | 0.10% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 13,200 | $777.9K | 0.23% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 13,240 | $780.2K | 0.44% | +15+0.1% | Added |
| Guinness Atkinson Asset Management Inc | 13,254 | $781.1K | 0.40% | −389−2.9% | Reduced |
| Smartleaf Asset Management LLC | 13,711 | $783.3K | 0.21% | +13,711 | New |
| Evernest Financial Advisors, LLC | 13,300 | $783.7K | 0.40% | +13,300 | New |
| Plancorp, LLC | 13,300 | $783.8K | 0.04% | −1,671−11.2% | Reduced |
| Opal Wealth Advisors, LLC | 13,311 | $784.4K | 0.31% | +40+0.3% | Added |
| Stonebrook Private Inc. | 13,313 | $784.5K | 0.26% | +13,313 | New |
| William Allan, LLC | 13,326 | $785.0K | 0.56% | +200+1.5% | Added |
| Advisors Capital Management, LLC | 13,346 | $787.0K | 0.02% | −4,564−25.5% | Reduced |
| Ballast, Inc. | 13,369 | $787.8K | 0.27% | −680−4.8% | Reduced |
| Wealth Alliance | 13,405 | $790.0K | 0.11% | +1,590+13.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,428 | $791.0K | 0.40% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 13,444 | $792.3K | 0.70% | +13,444 | New |
| Infrastructure Capital Advisors, LLC | 13,488 | $794.8K | 0.12% | +13,488 | New |
| Hilltop Partners LLC | 13,513 | $796.3K | 0.31% | −2,002−12.9% | Reduced |
| Chemistry Wealth Management LLC | 13,534 | $797.6K | 0.24% | +150+1.1% | Added |
| Hamilton Capital, LLC | 13,542 | $798.0K | 0.06% | −1,308−8.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,595 | $801.1K | 0.24% | +2,190+19.2% | Added |
| Core Wealth Partners LLC | 13,595 | $801.1K | 0.66% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 13,607 | $801.6K | 0.10% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 13,608 | $801.9K | 0.46% | +394+3.0% | Added |
| First Foundation Advisors | 13,687 | $806.6K | 0.04% | −11,915−46.5% | Reduced |
| Monetary Management Group Inc | 13,725 | $808.8K | 0.25% | −5,720−29.4% | Reduced |
| Guardian Wealth Advisors, LLC | 13,737 | $809.5K | 0.12% | −1,153−7.7% | Reduced |
| Archer Investment Corp | 13,755 | $810.6K | 0.26% | +14+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,783 | $812.2K | 0.15% | −3,511−20.3% | Reduced |
| Allstate Corp | 13,794 | $812.9K | 0.06% | +118+0.9% | Added |
| Prudent Man Advisors, LLC | 12,668 | $813.0K | 0.30% | −785−5.8% | Reduced |
| L2 Asset Management, LLC | 13,805 | $813.5K | 0.33% | +13,793+114,941.7% | Added |
| First Financial Bank - Trust Division | 13,837 | $815.4K | 0.08% | −2,894−17.3% | Reduced |
| American Financial Advisors, LLC | 13,839 | $815.5K | 0.12% | +52+0.4% | Added |
| PFG Advisors | 13,861 | $816.8K | 0.07% | +1,288+10.2% | Added |
| Advocate Group LLC | 13,867 | $817.2K | 0.18% | −278−2.0% | Reduced |
| FreeGulliver LLC | 13,871 | $817.4K | 1.09% | +13,871 | New |
| MCF Advisors LLC | 13,871 | $817.4K | 0.07% | +2,871+26.1% | Added |
| First Hawaiian Bank | 13,876 | $817.7K | 0.03% | −2,013−12.7% | Reduced |
| Berger Financial Group, Inc | 13,892 | $818.6K | 0.08% | +578+4.3% | Added |
| Headinvest, LLC | 13,922 | $820.4K | 0.17% | +331+2.4% | Added |
| Alpha Omega Wealth Management LLC | 13,925 | $820.6K | 0.14% | −114−0.8% | Reduced |
| BBR Partners, LLC | 13,932 | $821.0K | 0.08% | −3,886−21.8% | Reduced |
| Blue Edge Capital, LLC | 13,939 | $821.4K | 0.15% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 13,963 | $822.8K | 1.37% | +13,963 | New |
| Morse Asset Management, Inc | 14,000 | $825.0K | 0.24% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 14,000 | $825.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14,012 | $825.7K | 0.17% | +781+5.9% | Added |
| Carret Asset Management, LLC | 14,028 | $826.7K | 0.11% | +35+0.3% | Added |
| Hamilton Point Investment Advisors, LLC | 14,047 | $827.8K | 0.17% | −92−0.7% | Reduced |
| Talisman Wealth Advisors LLC | 14,050 | $828.0K | 1.23% | +600+4.5% | Added |
| KFA Private Wealth Group, LLC | 14,061 | $828.6K | 0.30% | −125−0.9% | Reduced |
| BlueChip Wealth Advisors LLC | 14,075 | $829.4K | 0.58% | +14,075 | New |
| Charter Research & Investment Group, Inc. | 14,082 | $829.9K | 0.69% | +247+1.8% | Added |
| Bank of New Hampshire | 14,134 | $832.9K | 0.24% | −2,113−13.0% | Reduced |
| Thrive Wealth Management, LLC | 14,156 | $834.2K | 0.19% | −2,589−15.5% | Reduced |
| Traphagen Investment Advisors LLC | 14,176 | $835.4K | 0.10% | +451+3.3% | Added |
| Stone Point Wealth LLC | 14,234 | $838.8K | 0.32% | −396−2.7% | Reduced |
| MMBG Investment Advisors Co. | 14,240 | $839.2K | 0.10% | −10−0.1% | Reduced |
| Culbertson A N & Co Inc | 14,264 | $840.6K | 0.16% | +380+2.7% | Added |
| SkyOak Wealth, LLC | 14,304 | $843.0K | 0.22% | −171−1.2% | Reduced |
| Childress Capital Advisors, LLC | 14,343 | $845.2K | 0.25% | +970+7.3% | Added |
| Souders Financial Advisors | 14,366 | $846.6K | 0.14% | −4,073−22.1% | Reduced |
| Peoples Bank | 14,375 | $847.1K | 0.68% | −42−0.3% | Reduced |
| Aspiriant, LLC | 14,410 | $849.2K | 0.04% | −1,075−6.9% | Reduced |
| L.M. Kohn & Company | 14,414 | $849.4K | 0.27% | +2,776+23.9% | Added |
| Adams Wealth Management | 14,471 | $852.7K | 0.25% | −602−4.0% | Reduced |
| Cornerstone National Bank & Trust Co | 14,495 | $854.2K | 0.46% | +18+0.1% | Added |
| Atlantic Trust, LLC | 14,503 | $854.6K | 0.23% | +48+0.3% | Added |
| Murphy Pohlad Asset Management LLC | 14,510 | $855.1K | 0.35% | +58+0.4% | Added |
| Barlow Wealth Partners, Inc. | 14,528 | $856.1K | 0.12% | +14,528 | New |
| Camden Capital, LLC | 14,528 | $856.2K | 0.09% | +3,058+26.7% | Added |
| Saybrook Capital | 14,565 | $858.0K | 0.24% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,583 | $859.4K | 0.03% | +14+0.1% | Added |
| First Dallas Securities Inc. | 14,601 | $860.0K | 0.44% | +14,601 | New |
| Northwest Bank & Trust Co | 14,654 | $863.5K | 0.78% | +14,654 | New |
| Accent Capital Management, LLC | 14,668 | $864.4K | 0.68% | +14,668 | New |
| KG&L Capital Management,LLC | 14,703 | $866.4K | 0.36% | +780+5.6% | Added |
| OmniStar Financial Group, Inc. | 14,715 | $867.2K | 1.09% | +785+5.6% | Added |
| Estabrook Capital Management | 14,738 | $868.5K | 0.14% | −156−1.0% | Reduced |
| First National Advisers, LLC | 14,743 | $868.8K | 0.25% | −9,313−38.7% | Reduced |
| Wealthsource Partners, LLC | 14,817 | $873.1K | 0.06% | −231−1.5% | Reduced |