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 |
|---|---|---|---|---|---|
| Davis R M Inc | 17,405 | $1.03M | 0.02% | +1,077+6.6% | Added |
| ORG Partners LLC | 17,436 | $1.03M | 0.17% | +7,315+72.3% | Added |
| Waterfront Wealth Inc. | 17,450 | $1.03M | 0.30% | +365+2.1% | Added |
| Wealth Quarterback LLC | 17,454 | $1.03M | 0.63% | +537+3.2% | Added |
| Coco Enterprises, LLC | 17,474 | $1.03M | 0.75% | +1,042+6.3% | Added |
| Sendero Wealth Management, LLC | 17,526 | $1.03M | 0.19% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 17,973 | $1.03M | 0.18% | +7,521+72.0% | Added |
| Exchange Capital Management, Inc. | 17,555 | $1.03M | 0.19% | −1,392−7.3% | Reduced |
| Next Capital Management LLC | 17,636 | $1.04M | 0.45% | +186+1.1% | Added |
| Keel Point, LLC | 17,711 | $1.04M | 0.12% | +1,710+10.7% | Added |
| Mayfair Advisory Group, LLC | 17,558 | $1.05M | 0.89% | +30.0% | Added |
| NFP Retirement, Inc. | 17,862 | $1.05M | 0.18% | +384+2.2% | Added |
| Oxford Financial Group Ltd | 17,904 | $1.06M | 0.08% | +4,022+29.0% | Added |
| LM Advisors LLC | 17,943 | $1.06M | 0.21% | +17,943 | New |
| Regents of the University of California | 18,000 | $1.06M | 0.13% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 18,010 | $1.06M | 0.16% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 18,074 | $1.07M | 1.04% | +18,074 | New |
| Great Lakes Retirement, Inc. | 18,089 | $1.07M | 0.18% | +578+3.3% | Added |
| MONECO Advisors, LLC | 18,114 | $1.07M | 0.20% | +589+3.4% | Added |
| Apexium Financial, LP | 18,153 | $1.07M | 0.08% | +8,291+84.1% | Added |
| Confluence Wealth Services, Inc. | 18,168 | $1.07M | 0.12% | +1,788+10.9% | Added |
| Provident Investment Management, Inc. | 18,200 | $1.07M | 0.10% | 00.0% | Unchanged |
| LVW Advisors, LLC | 18,237 | $1.07M | 0.20% | +13,787+309.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 18,245 | $1.08M | 0.01% | −1,763−8.8% | Reduced |
| Spinnaker Trust | 18,255 | $1.08M | 0.07% | 00.0% | Unchanged |
| Marathon Capital Management | 18,270 | $1.08M | 0.27% | +2,042+12.6% | Added |
| Telos Capital Management, Inc. | 18,316 | $1.08M | 0.13% | +2,255+14.0% | Added |
| Brown, Lisle/Cummings, Inc. | 18,349 | $1.08M | 0.40% | +11,296+160.2% | Added |
| Rothschild Investment LLC | 18,354 | $1.08M | 0.09% | +18,354 | New |
| Cito Capital Group, LLC | 18,360 | $1.08M | 0.46% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 18,363 | $1.08M | 0.08% | +1,225+7.1% | Added |
| Heritage Wealth Advisors | 18,370 | $1.08M | 0.05% | −200−1.1% | Reduced |
| O'Rourke & Company, Inc | 18,370 | $1.08M | 0.70% | +80.0% | Added |
| Little House Capital LLC | 18,383 | $1.08M | 0.40% | −1,042−5.4% | Reduced |
| Aire Advisors, LLC | 18,386 | $1.08M | 0.27% | +1,078+6.2% | Added |
| Vise Technologies, Inc. | 18,429 | $1.09M | 0.23% | +805+4.6% | Added |
| Brave Asset Management Inc | 18,439 | $1.09M | 0.31% | +82+0.4% | Added |
| Successful Portfolios LLC | 18,522 | $1.09M | 0.82% | +110+0.6% | Added |
| WealthShield Partners, LLC | 18,525 | $1.09M | 0.18% | −1,400−7.0% | Reduced |
| Zullo Investment Group, Inc. | 18,567 | $1.09M | 0.56% | +235+1.3% | Added |
| 1st Source Bank | 18,790 | $1.11M | 0.07% | −1,409−7.0% | Reduced |
| Personal Cfo Solutions, LLC | 18,797 | $1.11M | 0.19% | −124−0.7% | Reduced |
| GSB Wealth Management, LLC | 18,804 | $1.11M | 0.34% | +119+0.6% | Added |
| High Net Worth Advisory Group LLC | 18,816 | $1.11M | 0.41% | −626−3.2% | Reduced |
| Deseret Mutual Benefit Administrators | 18,829 | $1.11M | 0.64% | −7,993−29.8% | Reduced |
| Monument Capital Management | 18,875 | $1.11M | 0.36% | −2,474−11.6% | Reduced |
| Arden Trust Co | 18,893 | $1.11M | 0.16% | −529−2.7% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 19,026 | $1.12M | 0.93% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 19,066 | $1.12M | 0.42% | −3,002−13.6% | Reduced |
| Windsor Capital Management, LLC | 19,077 | $1.12M | 0.37% | +116+0.6% | Added |
| AJ Advisors, LLC | 19,122 | $1.13M | 0.69% | −1,220−6.0% | Reduced |
| Alerus Financial NA | 19,180 | $1.13M | 0.09% | −3,170−14.2% | Reduced |
| Keating Investment Counselors Inc | 19,200 | $1.13M | 0.40% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 19,222 | $1.13M | 0.06% | +19,222 | New |
| WCG Wealth Advisors LLC | 19,274 | $1.14M | 0.08% | −6,942−26.5% | Reduced |
| PFG Investments, LLC | 19,322 | $1.14M | 0.21% | +1,810+10.3% | Added |
| Shulman DeMeo Asset Management LLC | 19,333 | $1.14M | 0.32% | +858+4.6% | Added |
| Calamos Wealth Management LLC | 19,360 | $1.14M | 0.07% | −555−2.8% | Reduced |
| Ledge Wealth Management, Inc. | 19,362 | $1.14M | 0.44% | −1,548−7.4% | Reduced |
| Essex Savings Bank | 19,376 | $1.14M | 0.33% | +1,831+10.4% | Added |
| Norden Group LLC | 19,419 | $1.14M | 0.20% | −138−0.7% | Reduced |
| CNB Bank | 19,471 | $1.15M | 0.62% | −551−2.8% | Reduced |
| New Hampshire Trust | 19,491 | $1.15M | 0.28% | −350−1.8% | Reduced |
| City State Bank | 19,513 | $1.15M | 0.58% | −2,956−13.2% | Reduced |
| Sandy Cove Advisors, LLC | 19,547 | $1.15M | 0.59% | −1,022−5.0% | Reduced |
| Missouri Trust & Investment Co | 19,549 | $1.15M | 0.47% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 19,630 | $1.16M | 0.07% | +2,719+16.1% | Added |
| Creative Financial Designs Inc | 19,658 | $1.16M | 0.12% | +499+2.6% | Added |
| Financial Advisory Service, Inc. | 19,710 | $1.16M | 0.11% | −2,684−12.0% | Reduced |
| Mountain Capital Investment Advisors, Inc | 19,338 | $1.16M | 0.39% | +1,778+10.1% | Added |
| Martin & Co Inc | 19,735 | $1.16M | 0.29% | −1,305−6.2% | Reduced |
| Beaton Management Co. Inc. | 19,758 | $1.16M | 0.70% | −2,332−10.6% | Reduced |
| Harbor Investment Advisory, LLC | 19,807 | $1.17M | 0.13% | +439+2.3% | Added |
| Salomon & Ludwin, LLC | 20,879 | $1.17M | 0.12% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 19,868 | $1.17M | 0.04% | −3,143−13.7% | Reduced |
| Luts & Greenleigh Group, Inc | 19,909 | $1.17M | 1.48% | −894−4.3% | Reduced |
| Meridian Wealth Advisors, LLC | 19,934 | $1.17M | 0.26% | −266−1.3% | Reduced |
| Farmers Trust Co | 19,950 | $1.18M | 0.25% | +2,230+12.6% | Added |
| MQS Management LLC | 19,972 | $1.18M | 0.65% | −7,830−28.2% | Reduced |
| Northern Financial Advisors Inc | 19,978 | $1.18M | 0.99% | +1,496+8.1% | Added |
| Alta Capital Management LLC | 20,000 | $1.18M | 0.08% | +20,000 | New |
| Core Alternative Capital | 20,025 | $1.18M | 0.20% | +318+1.6% | Added |
| Berkeley Capital Partners, LLC | 20,027 | $1.18M | 0.39% | +277+1.4% | Added |
| Castlekeep Investment Advisors LLC | 20,070 | $1.18M | 0.84% | +20,070 | New |
| Means Investment Co., Inc. | 20,247 | $1.19M | 0.17% | +468+2.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,249 | $1.19M | 0.19% | −2,966−12.8% | Reduced |
| Wynn Capital, LLC | 20,322 | $1.20M | 0.98% | +20,322 | New |
| Marcum Wealth, LLC | 20,335 | $1.20M | 0.13% | −3,704−15.4% | Reduced |
| Summit Place Financial Advisors, LLC | 20,419 | $1.20M | 0.79% | +2,795+15.9% | Added |
| Hanover Advisors Inc | 20,438 | $1.20M | 0.59% | +20,438 | New |
| AlTi Global, Inc. | 20,454 | $1.21M | 0.04% | +20,454 | New |
| Townsend Asset Management Corp | 20,465 | $1.21M | 0.55% | +10,374+102.8% | Added |
| Advisor OS, LLC | 20,571 | $1.21M | 0.16% | +3,392+19.7% | Added |
| Lederer & Associates Investment Counsel | 20,635 | $1.22M | 0.90% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20,648 | $1.22M | 0.17% | −27,033−56.7% | Reduced |
| Brady Family Wealth, LLC | 20,654 | $1.22M | 0.42% | +96+0.5% | Added |
| Doliver Advisors, LP | 20,664 | $1.22M | 0.37% | −245−1.2% | Reduced |
| VeraBank, N.A. | 20,738 | $1.22M | 0.41% | +75+0.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 20,781 | $1.22M | 0.56% | −7,936−27.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 20,853 | $1.23M | 1.17% | +189+0.9% | Added |