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 |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 14,819 | $873.3K | 0.20% | +234+1.6% | Added |
| Foster Victor Wealth Advisors, LLC | 14,574 | $876.1K | 0.09% | +7,159+96.5% | Added |
| Allegheny Financial Group LTD | 14,884 | $877.1K | 0.28% | +706+5.0% | Added |
| Magnus Financial Group LLC | 14,898 | $877.9K | 0.12% | −586−3.8% | Reduced |
| Wintrust Investments LLC | 14,895 | $878.0K | 0.09% | −2,163−12.7% | Reduced |
| Peak Asset Management, LLC | 14,907 | $878.5K | 0.19% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 14,946 | $880.8K | 0.29% | −282−1.9% | Reduced |
| IPG Investment Advisors LLC | 15,021 | $885.2K | 0.18% | −418−2.7% | Reduced |
| JNBA Financial Advisors | 15,039 | $886.3K | 0.10% | −334−2.2% | Reduced |
| Legacy Private Trust Co. | 15,120 | $891.0K | 0.07% | −130−0.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 15,147 | $892.6K | 0.28% | −249−1.6% | Reduced |
| Versor Investments LP | 15,162 | $893.5K | 0.18% | −6,100−28.7% | Reduced |
| LCNB Corp | 15,206 | $896.1K | 0.35% | −62−0.4% | Reduced |
| Altfest L J & Co Inc | 15,219 | $897.0K | 0.13% | +418+2.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 15,241 | $898.2K | 0.42% | +392+2.6% | Added |
| Connective Portfolio Management, LLC | 15,300 | $901.6K | 1.84% | +15,300 | New |
| StrategIQ Financial Group, LLC | 15,310 | $902.2K | 0.10% | −332−2.1% | Reduced |
| CFO4Life Group, LLC | 15,327 | $903.2K | 0.17% | +1,567+11.4% | Added |
| First Financial Corp | 15,350 | $904.6K | 0.46% | −30−0.2% | Reduced |
| Coastwise Capital Group, LLC | 15,352 | $904.7K | 0.92% | +513+3.5% | Added |
| Eight 31 Financial LLC | 15,381 | $906.4K | 0.56% | +15,381 | New |
| Benjamin Edwards Inc | 15,443 | $910.0K | 0.20% | −266−1.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 15,447 | $910.3K | 0.18% | −384−2.4% | Reduced |
| Invictus Private Wealth, LLC | 15,495 | $913.1K | 0.09% | −515−3.2% | Reduced |
| Trueblood Wealth Management, LLC | 15,546 | $916.1K | 0.57% | +15,546 | New |
| CWA Asset Management Group, LLC | 15,548 | $916.2K | 0.06% | +7,666+97.3% | Added |
| Aries Wealth Management | 15,566 | $917.3K | 0.33% | −1,422−8.4% | Reduced |
| Stableford Capital II LLC | 15,351 | $918.1K | 0.39% | −114−0.7% | Reduced |
| Hodges Capital Management Inc. | 15,595 | $919.0K | 0.05% | −8,370−34.9% | Reduced |
| Kingfisher Capital LLC | 15,619 | $920.0K | 0.24% | −41−0.3% | Reduced |
| EagleClaw Capital Managment, LLC | 15,654 | $922.5K | 0.19% | +300+2.0% | Added |
| Emerald Advisors, LLC | 15,655 | $922.5K | 0.18% | +605+4.0% | Added |
| Sage Mountain Advisors LLC | 15,656 | $922.6K | 0.11% | −845−5.1% | Reduced |
| Signature Wealth Management Group | 15,673 | $923.6K | 0.43% | +15,673 | New |
| Oak Hill Wealth Advisors, LLC | 15,747 | $928.0K | 0.32% | −1,050−6.3% | Reduced |
| Hendley & Co Inc | 15,751 | $928.0K | 0.36% | −250−1.6% | Reduced |
| YHB Investment Advisors, Inc. | 15,754 | $928.4K | 0.09% | −1,518−8.8% | Reduced |
| Hirtle Callaghan & Co LLC | 15,793 | $930.7K | 0.04% | +496+3.2% | Added |
| Angeles Investment Advisors, LLC | 15,812 | $931.8K | 0.06% | +374+2.4% | Added |
| Navellier & Associates Inc | 15,818 | $932.2K | 0.14% | +1,313+9.1% | Added |
| Lathrop Investment Management Corp | 15,825 | $933.0K | 0.19% | −86−0.5% | Reduced |
| Investment Partners, Ltd. | 15,926 | $938.5K | 0.46% | +63+0.4% | Added |
| CoreFirst Bank & Trust | 15,927 | $938.6K | 0.62% | −5,842−26.8% | Reduced |
| Gilbert & Cook, Inc. | 15,971 | $941.2K | 0.13% | +841+5.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 15,990 | $942.3K | 0.53% | −343−2.1% | Reduced |
| Cipher Capital LP | 16,009 | $943.4K | 0.31% | +7,936+98.3% | Added |
| MV Capital Management, Inc. | 16,012 | $943.6K | 0.12% | +103+0.6% | Added |
| Hudock, Inc. | 16,020 | $944.1K | 0.20% | −13−0.1% | Reduced |
| Freedom Day Solutions, LLC | 16,046 | $945.5K | 0.37% | −218−1.3% | Reduced |
| Midwest Financial Group LLC | 16,111 | $949.0K | 0.71% | −480−2.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 16,116 | $949.7K | 0.19% | +600+3.9% | Added |
| Clear Harbor Asset Management, LLC | 16,124 | $950.2K | 0.09% | −60−0.4% | Reduced |
| JGP Wealth Management, LLC | 16,127 | $950.4K | 0.14% | +251+1.6% | Added |
| Great Lakes Advisors, LLC | 16,156 | $952.1K | 0.01% | −9,603−37.3% | Reduced |
| Ashburton (Jersey) Ltd | 17,039 | $954.0K | 0.48% | +512+3.1% | Added |
| Powers Advisory Group, LLC | 16,194 | $954.3K | 0.59% | −131−0.8% | Reduced |
| Quest Partners LLC | 16,263 | $958.4K | 0.20% | +16,263 | New |
| Eagle Ridge Investment Management | 16,308 | $961.0K | 0.09% | −402−2.4% | Reduced |
| First Trust Investment Solutions L.P. | 16,327 | $962.2K | 0.20% | +16,327 | New |
| Cullen Investment Group, Ltd. | 16,387 | $965.7K | 0.17% | +16,387 | New |
| Hunter Associates Investment Management LLC | 16,365 | $966.0K | 0.18% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 16,419 | $967.6K | 0.24% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 16,435 | $968.5K | 0.20% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 16,153 | $972.4K | 0.86% | +3,478+27.4% | Added |
| Voya Financial Advisors, Inc. | 16,564 | $973.1K | 0.12% | +211+1.3% | Added |
| Providence First Trust Co | 16,540 | $974.7K | 0.48% | −100−0.6% | Reduced |
| Lake Street Financial LLC | 16,552 | $975.4K | 0.15% | −10,309−38.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 16,558 | $975.7K | 0.28% | −921−5.3% | Reduced |
| Mainstay Capital Management LLC | 16,566 | $976.2K | 0.19% | 00.0% | Unchanged |
| Prostatis Group LLC | 16,567 | $976.3K | 0.41% | −686−4.0% | Reduced |
| Resource Planning Group | 16,616 | $979.2K | 0.62% | −725−4.2% | Reduced |
| Catalyst Financial Partners LLC | 16,646 | $980.9K | 0.28% | −45−0.3% | Reduced |
| Webster Bank, N. A. | 16,701 | $984.2K | 0.12% | +486+3.0% | Added |
| First Command Advisory Services, Inc. | 16,731 | $986.0K | 0.01% | +33+0.2% | Added |
| Founders Capital Management | 16,778 | $988.8K | 0.72% | −160−0.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 16,818 | $991.1K | 0.41% | +27+0.2% | Added |
| Mogy Joel R Investment Counsel Inc | 16,830 | $991.8K | 0.07% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 16,848 | $992.9K | 0.26% | 00.0% | Unchanged |
| American National Bank | 16,866 | $993.9K | 0.16% | +205+1.2% | Added |
| Midland Wealth Advisors LLC | 16,880 | $994.7K | 0.07% | +16,880 | New |
| Security National Bank of Sioux City Iowa | 16,897 | $995.7K | 0.75% | +1,749+11.5% | Added |
| Harmony Asset Management LLC | 16,902 | $996.0K | 0.42% | +16,902 | New |
| Capstone Financial Advisors, Inc. | 16,910 | $996.5K | 0.07% | −211−1.2% | Reduced |
| Wellington Shields & Co., LLC | 16,937 | $998.1K | 0.37% | +862+5.4% | Added |
| Romano Brothers and Company | 16,982 | $1.00M | 0.15% | −4,440−20.7% | Reduced |
| Westmount Partners, LLC | 16,986 | $1.00M | 0.41% | +574+3.5% | Added |
| Old Port Advisors | 17,019 | $1.00M | 0.33% | +236+1.4% | Added |
| MidWestOne Financial Group, Inc. | 17,068 | $1.01M | 0.19% | −695−3.9% | Reduced |
| Strategic Advocates LLC | 17,112 | $1.01M | 0.43% | +743+4.5% | Added |
| Renasant Bank | 17,116 | $1.01M | 0.80% | +1,084+6.8% | Added |
| Royal Capital Wealth Management, LLC | 17,137 | $1.01M | 0.87% | +18+0.1% | Added |
| Aberdeen Wealth Management LLC | 17,169 | $1.01M | 0.73% | −591−3.3% | Reduced |
| Bray Capital Advisors | 17,189 | $1.01M | 0.28% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 17,200 | $1.01M | 0.27% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 17,200 | $1.01M | 0.84% | 00.0% | Unchanged |
| Virtu Financial LLC | 17,230 | $1.01M | 0.08% | −49,586−74.2% | Reduced |
| Colonial River Wealth Management, LLC | 17,244 | $1.02M | 0.60% | +2,118+14.0% | Added |
| Ledyard National Bank | 17,253 | $1.02M | 0.10% | +250+1.5% | Added |
| Cahaba Wealth Management, Inc. | 17,326 | $1.02M | 0.10% | +45+0.3% | Added |
| Buffington Mohr McNeal | 17,397 | $1.03M | 0.21% | −455−2.5% | Reduced |