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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 20,876 | $1.23M | 0.12% | −206−1.0% | Reduced |
| Blue Fin Capital, Inc. | 20,922 | $1.23M | 0.32% | −2,457−10.5% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 20,935 | $1.23M | 1.18% | −399−1.9% | Reduced |
| Atom Investors LP | 20,932 | $1.23M | 0.22% | +8,371+66.6% | Added |
| Smith & Howard Wealth Management, LLC | 20,973 | $1.24M | 0.44% | −377−1.8% | Reduced |
| Heritage Financial Services, LLC | 20,984 | $1.24M | 0.21% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 21,037 | $1.24M | 0.35% | +2,733+14.9% | Added |
| Grimes & Company, Inc. | 21,056 | $1.24M | 0.04% | +3,058+17.0% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 21,100 | $1.24M | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 20,869 | $1.24M | 0.71% | −716−3.3% | Reduced |
| Hudson Value Partners, LLC | 21,156 | $1.25M | 0.58% | 00.0% | Unchanged |
| Centiva Capital, LP | 21,272 | $1.25M | 0.08% | −67,985−76.2% | Reduced |
| Joel Isaacson & Co., LLC | 21,363 | $1.26M | 0.08% | +216+1.0% | Added |
| Emfo, LLC | 21,384 | $1.26M | 1.17% | 00.0% | Unchanged |
| Avestar Capital, LLC | 21,384 | $1.26M | 0.16% | +5,875+37.9% | Added |
| Navalign, LLC | 21,403 | $1.26M | 0.44% | −791−3.6% | Reduced |
| Segment Wealth Management, LLC | 21,456 | $1.26M | 0.11% | +1,777+9.0% | Added |
| Everpar Advisors LLC | 21,494 | $1.27M | 0.59% | +21,494 | New |
| JT Stratford LLC | 21,543 | $1.27M | 0.29% | −145−0.7% | Reduced |
| W Advisors, LLC | 21,578 | $1.27M | 0.94% | +447+2.1% | Added |
| Smithfield Trust Co | 21,656 | $1.27M | 0.07% | −1,592−6.8% | Reduced |
| Knuff & Co LLC | 21,740 | $1.28M | 0.47% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 21,824 | $1.29M | 0.05% | −9,229−29.7% | Reduced |
| Tobam | 21,829 | $1.29M | 0.11% | +2,690+14.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 21,876 | $1.29M | 0.57% | +61+0.3% | Added |
| Garrison Point Advisors, LLC | 21,889 | $1.29M | 0.91% | +100+0.5% | Added |
| St Germain D J Co Inc | 21,899 | $1.29M | 0.07% | +713+3.4% | Added |
| Prosperity Consulting Group, LLC | 21,935 | $1.29M | 0.43% | +3,896+21.6% | Added |
| Grove Bank & Trust | 21,953 | $1.29M | 0.24% | −525−2.3% | Reduced |
| Eagle Bay Advisors LLC | 21,961 | $1.29M | 0.82% | +6,382+41.0% | Added |
| Summit X, LLC | 22,001 | $1.30M | 0.37% | −1,137−4.9% | Reduced |
| Corton Capital Inc. | 22,007 | $1.30M | 0.41% | +6,274+39.9% | Added |
| Wilkinson Global Asset Management LLC | 22,095 | $1.30M | 0.09% | +620+2.9% | Added |
| Golden State Equity Partners | 22,108 | $1.30M | 0.32% | −253−1.1% | Reduced |
| Kennedy Investment Group | 22,141 | $1.30M | 0.73% | +598+2.8% | Added |
| Parkside Financial Bank & Trust | 22,250 | $1.31M | 0.24% | +6,915+45.1% | Added |
| 17 Capital Partners, LLC | 22,287 | $1.31M | 1.21% | +22,287 | New |
| Summit Asset Management, LLC | 22,324 | $1.32M | 0.31% | +723+3.3% | Added |
| Front Row Advisors LLC | 22,352 | $1.32M | 0.61% | −265−1.2% | Reduced |
| Lee Financial Co | 22,364 | $1.32M | 0.23% | +120+0.5% | Added |
| Chesapeake Wealth Management | 22,383 | $1.32M | 0.51% | +899+4.2% | Added |
| O'Brien Greene & Co. Inc | 22,408 | $1.32M | 0.46% | −100−0.4% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 22,425 | $1.32M | 0.28% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 22,456 | $1.32M | 0.51% | −592−2.6% | Reduced |
| Terry L. Blaker | 22,495 | $1.33M | 0.11% | −1,141−4.8% | Reduced |
| Appleton Partners Inc | 22,512 | $1.33M | 0.11% | −195−0.9% | Reduced |
| Bridgeworth, LLC | 22,524 | $1.33M | 0.13% | −345−1.5% | Reduced |
| Norway Savings Bank | 22,563 | $1.33M | 0.59% | +155+0.7% | Added |
| Advisor Resource Council | 22,656 | $1.34M | 0.16% | +17,942+380.6% | Added |
| Edgewood Management LLC | 22,671 | $1.34M | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 22,709 | $1.34M | 0.12% | −9,778−30.1% | Reduced |
| ISAM Funds (UK) Ltd | 22,724 | $1.34M | 0.96% | +22,724 | New |
| Octavia Wealth Advisors, LLC | 22,831 | $1.35M | 0.24% | +944+4.3% | Added |
| Beacon Investment Advisors LLC | 22,893 | $1.35M | 0.86% | −815−3.4% | Reduced |
| Claro Advisors LLC | 22,952 | $1.35M | 0.29% | +138+0.6% | Added |
| CIC Wealth, LLC | 22,977 | $1.35M | 0.43% | −423−1.8% | Reduced |
| WBH Advisory Inc | 23,004 | $1.36M | 0.15% | −573−2.4% | Reduced |
| Westhampton Capital, LLC | 23,143 | $1.36M | 0.81% | −500−2.1% | Reduced |
| Lummis Asset Management, LP | 23,160 | $1.36M | 1.04% | +23,160 | New |
| Farther Finance Advisors, LLC | 23,169 | $1.37M | 0.10% | +16,962+273.3% | Added |
| Walker Financial Services, Inc. | 23,177 | $1.37M | 1.41% | +74+0.3% | Added |
| Xcel Wealth Management, LLC | 23,178 | $1.37M | 0.48% | −3,050−11.6% | Reduced |
| Paradigm Financial Partners, LLC | 23,192 | $1.37M | 0.33% | +63+0.3% | Added |
| Waddell & Associates, LLC | 23,375 | $1.38M | 0.18% | −3,761−13.9% | Reduced |
| Skopos Labs, Inc. | 23,349 | $1.38M | 0.66% | +23,349 | New |
| First Bank & Trust | 23,353 | $1.38M | 0.33% | +686+3.0% | Added |
| International Assets Investment Management, LLC | 23,366 | $1.38M | 0.17% | −1,206−4.9% | Reduced |
| Smith Anglin Financial, LLC | 23,380 | $1.38M | 0.16% | +182+0.8% | Added |
| Bedel Financial Consulting, Inc. | 23,411 | $1.38M | 0.25% | −1,261−5.1% | Reduced |
| Center for Financial Planning, Inc. | 23,411 | $1.38M | 0.25% | +200+0.9% | Added |
| Novare Capital Management LLC | 23,428 | $1.38M | 0.14% | +10.0% | Added |
| G&S Capital LLC | 23,439 | $1.38M | 0.66% | −1,063−4.3% | Reduced |
| Belmont Capital, LLC | 23,449 | $1.38M | 0.59% | +9,130+63.8% | Added |
| C WorldWide Group Holding A/S | 23,515 | $1.39M | 0.02% | −4,206−15.2% | Reduced |
| Somerville Kurt F | 23,577 | $1.39M | 0.26% | −530−2.2% | Reduced |
| Davidson Trust Co | 23,583 | $1.39M | 0.90% | +450+1.9% | Added |
| Intrua Financial, LLC | 23,584 | $1.39M | 0.22% | −464−1.9% | Reduced |
| FDx Advisors, Inc. | 23,663 | $1.39M | 0.11% | −6,330−21.1% | Reduced |
| Citizens & Northern Corp | 23,658 | $1.39M | 0.50% | −867−3.5% | Reduced |
| AIA Group Ltd | 23,734 | $1.40M | 0.06% | −30,307−56.1% | Reduced |
| Constitution Capital LLC | 23,784 | $1.40M | 0.85% | +134+0.6% | Added |
| StoneX Group Inc. | 23,801 | $1.40M | 0.14% | +1,410+6.3% | Added |
| XML Financial, LLC | 23,837 | $1.40M | 0.15% | +2,323+10.8% | Added |
| Home Federal Bank of Tennessee | 23,882 | $1.41M | 0.47% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 23,906 | $1.41M | 1.06% | −2,157−8.3% | Reduced |
| EPG Wealth Management LLC | 23,746 | $1.41M | 0.37% | −1,630−6.4% | Reduced |
| Atlas Brown,Inc. | 23,960 | $1.41M | 0.59% | −46−0.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,996 | $1.41M | 0.09% | −830−3.3% | Reduced |
| First County Bank | 24,040 | $1.42M | 0.69% | −399−1.6% | Reduced |
| Financial Security Advisor, Inc. | 24,045 | $1.42M | 0.56% | +1,256+5.5% | Added |
| Security National Bank of So Dak | 24,060 | $1.42M | 0.94% | −172−0.7% | Reduced |
| Claret Asset Management Corp | 24,165 | $1.42M | 0.25% | −281−1.1% | Reduced |
| Bell Bank | 24,166 | $1.42M | 0.14% | +636+2.7% | Added |
| Sweet Financial Partners, LLC | 24,187 | $1.43M | 0.34% | −4,731−16.4% | Reduced |
| Key Financial Inc | 24,199 | $1.43M | 0.39% | +15+0.1% | Added |
| Robbins Farley LLC | 24,229 | $1.43M | 0.90% | +3,385+16.2% | Added |
| Symmetry Partners, LLC | 24,371 | $1.43M | 0.08% | −21,543−46.9% | Reduced |
| Mairs & Power Inc | 24,306 | $1.43M | 0.02% | +259+1.1% | Added |
| Burford Brothers, Inc. | 24,317 | $1.43M | 1.01% | +24,317 | New |
| Symphony Financial, Ltd. Co. | 23,898 | $1.43M | 0.31% | +1,369+6.1% | Added |