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 |
|---|---|---|---|---|---|
| Investment House LLC | 24,334 | $1.43M | 0.10% | +849+3.6% | Added |
| Financial Council Asset Management Inc | 24,361 | $1.44M | 0.96% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 24,340 | $1.44M | 0.08% | −1,955−7.4% | Reduced |
| Court Place Advisors, LLC | 24,450 | $1.44M | 0.47% | −295−1.2% | Reduced |
| Darwin Advisors, LLC | 24,462 | $1.44M | 0.39% | −1,082−4.2% | Reduced |
| JFS Wealth Advisors, LLC | 24,562 | $1.45M | 0.12% | +90+0.4% | Added |
| Boyd Watterson Asset Management LLC | 24,563 | $1.45M | 0.57% | 00.0% | Unchanged |
| Gries Financial LLC | 24,594 | $1.45M | 0.32% | +663+2.8% | Added |
| Dodge & Cox | 24,635 | $1.45M | 0.00% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 24,688 | $1.45M | 0.24% | +2,069+9.1% | Added |
| Lake Street Advisors Group, LLC | 24,779 | $1.46M | 0.07% | −680−2.7% | Reduced |
| Stokes Family Office, LLC | 24,874 | $1.47M | 0.20% | −10,742−30.2% | Reduced |
| Lindbrook Capital, LLC | 24,907 | $1.47M | 0.15% | +9,355+60.2% | Added |
| Pekin Hardy Strauss, Inc. | 24,907 | $1.47M | 0.22% | −146−0.6% | Reduced |
| Harrell Investment Partners, LLC | 24,943 | $1.47M | 0.46% | −526−2.1% | Reduced |
| Smith Shellnut Wilson LLC | 24,950 | $1.47M | 0.84% | −3,565−12.5% | Reduced |
| Old Point Trust & Financial Services N A | 24,960 | $1.47M | 0.59% | +865+3.6% | Added |
| Full Sail Capital, LLC | 24,969 | $1.47M | 0.11% | +74+0.3% | Added |
| Carson Advisory Inc. | 24,983 | $1.47M | 1.14% | −82−0.3% | Reduced |
| Credential Qtrade Securities Inc. | 24,994 | $1.47M | 0.09% | −1,437−5.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 25,007 | $1.47M | 0.10% | +1,972+8.6% | Added |
| Gunn & Co Investment Management, Inc. | 25,007 | $1.47M | 0.10% | +25,007 | New |
| Stiles Financial Services Inc | 25,046 | $1.48M | 0.67% | −35−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 25,125 | $1.48M | 0.05% | +360+1.5% | Added |
| Pearl River Capital, LLC | 25,148 | $1.48M | 0.24% | −64,118−71.8% | Reduced |
| Courier Capital LLC | 25,263 | $1.49M | 0.11% | +269+1.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 25,276 | $1.49M | 0.03% | −2,353−8.5% | Reduced |
| Vista Investment Partners LLC | 25,278 | $1.49M | 0.55% | +25,278 | New |
| Invst, LLC | 24,860 | $1.49M | 0.19% | −1,251−4.8% | Reduced |
| NovaPoint Capital, LLC | 25,296 | $1.49M | 0.55% | +675+2.7% | Added |
| Ironwood Investment Counsel, LLC | 25,303 | $1.49M | 0.28% | +20+0.1% | Added |
| Nordwand Advisors, LLC | 25,336 | $1.49M | 0.39% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 25,350 | $1.49M | 0.03% | −63,238−71.4% | Reduced |
| First Business Financial Services, Inc. | 25,380 | $1.50M | 0.17% | −10,907−30.1% | Reduced |
| Belpointe Asset Management LLC | 25,424 | $1.50M | 0.13% | −367−1.4% | Reduced |
| Beck Mack & Oliver LLC | 25,444 | $1.50M | 0.03% | +7,435+41.3% | Added |
| Keystone Financial Group | 25,480 | $1.50M | 0.26% | +659+2.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 25,488 | $1.50M | 0.83% | −12,534−33.0% | Reduced |
| My Legacy Advisors, LLC | 25,163 | $1.50M | 0.54% | +4,327+20.8% | Added |
| Hills Bank & Trust Co | 25,544 | $1.51M | 0.15% | +406+1.6% | Added |
| Wealth Advisory Solutions, LLC | 25,557 | $1.51M | 0.53% | +15,110+144.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,581 | $1.51M | 0.30% | +4,182+19.5% | Added |
| Imprint Wealth LLC | 25,579 | $1.51M | 1.21% | −434−1.7% | Reduced |
| Karpas Strategies, LLC | 25,648 | $1.51M | 0.50% | +30.0% | Added |
| Linscomb & Williams, Inc. | 25,665 | $1.51M | 0.08% | −205−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 25,735 | $1.52M | 0.12% | +6,726+35.4% | Added |
| Red Cedar Investment Management, LLC | 25,747 | $1.52M | 0.22% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25,752 | $1.52M | 1.44% | −494−1.9% | Reduced |
| Park Place Capital Corp | 25,767 | $1.52M | 0.60% | +1,357+5.6% | Added |
| Goepper Burkhardt LLC | 25,527 | $1.52M | 0.76% | −38−0.1% | Reduced |
| Chicago Trust Co NA | 25,826 | $1.52M | 0.34% | −3,594−12.2% | Reduced |
| Accretive Wealth Partners, LLC | 25,843 | $1.52M | 0.73% | +351+1.4% | Added |
| Winch Advisory Services, LLC | 25,845 | $1.52M | 0.51% | +1,809+7.5% | Added |
| West Branch Capital LLC | 25,860 | $1.52M | 0.72% | +903+3.6% | Added |
| AlphaStar Capital Management, LLC | 25,908 | $1.53M | 0.14% | −3,022−10.4% | Reduced |
| Independent Financial Group, LLC | 25,913 | $1.53M | 0.08% | −212−0.8% | Reduced |
| Sunflower Bank, N.A. | 26,039 | $1.53M | 0.35% | +1,971+8.2% | Added |
| Bank of Nova Scotia Trust Co | 26,061 | $1.54M | 0.17% | +272+1.1% | Added |
| Tevis Investment Management | 26,072 | $1.54M | 1.42% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 26,145 | $1.54M | 0.10% | −2,006−7.1% | Reduced |
| Abbrea Capital, LLC | 26,257 | $1.55M | 0.22% | −50.0% | Reduced |
| Naples Global Advisors, LLC | 26,313 | $1.55M | 0.17% | +90+0.3% | Added |
| Silver Lake Advisory, LLC | 26,388 | $1.55M | 0.87% | +153+0.6% | Added |
| Pettyjohn, Wood & White, Inc | 26,406 | $1.56M | 0.34% | −300−1.1% | Reduced |
| TFG Advisers LLC | 26,434 | $1.56M | 0.65% | +955+3.7% | Added |
| Tranquility Partners, LLC | 26,475 | $1.56M | 0.65% | −897−3.3% | Reduced |
| Bridges Investment Management Inc | 26,650 | $1.57M | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 26,711 | $1.57M | 0.24% | −2,171−7.5% | Reduced |
| Roberts Glore & Co Inc | 26,719 | $1.57M | 0.49% | +50+0.2% | Added |
| Davis Capital Management | 26,771 | $1.58M | 1.51% | +26,771 | New |
| Qsemble Capital Management, LP | 26,790 | $1.58M | 0.40% | −52,910−66.4% | Reduced |
| Coastal Bridge Advisors, LLC | 26,813 | $1.58M | 0.40% | +30.0% | Added |
| Sherbrooke Park Advisers LLC | 26,833 | $1.58M | 0.74% | −18,347−40.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 26,884 | $1.58M | 0.18% | −1,298−4.6% | Reduced |
| AIMZ Investment Advisors, LLC | 27,019 | $1.59M | 0.65% | −19−0.1% | Reduced |
| Hall Capital Management Co Inc | 27,030 | $1.59M | 0.94% | −206−0.8% | Reduced |
| Intrust Bank NA | 27,086 | $1.60M | 0.19% | −2,679−9.0% | Reduced |
| Weaver Capital Management LLC | 27,088 | $1.60M | 0.64% | +27,088 | New |
| Boothbay Fund Management, LLC | 27,108 | $1.60M | 0.06% | −9,166−25.3% | Reduced |
| M. Kulyk & Associates, LLC | 27,138 | $1.60M | 0.37% | −2,191−7.5% | Reduced |
| Exeter Financial, LLC | 26,672 | $1.60M | 0.78% | +1,500+6.0% | Added |
| Dohj, LLC | 27,174 | $1.60M | 0.47% | −5,297−16.3% | Reduced |
| Eclectic Associates Inc | 27,184 | $1.60M | 0.77% | −1,476−5.2% | Reduced |
| Painted Porch Advisors LLC | 27,297 | $1.61M | 1.24% | +27,297 | New |
| Desjardins Global Asset Management Inc. | 27,321 | $1.61M | 0.17% | −3,666−11.8% | Reduced |
| Widmann Financial Services, Inc. | 27,340 | $1.61M | 1.45% | +604+2.3% | Added |
| Peoples Financial Services Corp. | 27,341 | $1.61M | 0.70% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 27,409 | $1.62M | 0.58% | +1,771+6.9% | Added |
| Leo Wealth, LLC | 27,188 | $1.62M | 0.17% | +27,188 | New |
| Curbstone Financial Management Corp | 27,468 | $1.62M | 0.37% | −150−0.5% | Reduced |
| Nwam LLC | 27,565 | $1.62M | 0.13% | +1,769+6.9% | Added |
| Eagle Global Advisors LLC | 27,643 | $1.63M | 0.10% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 27,678 | $1.63M | 0.27% | +20,388+279.7% | Added |
| Aull & Monroe Investment Management Corp | 27,804 | $1.64M | 0.81% | −105−0.4% | Reduced |
| Aprio Wealth Management, LLC | 27,922 | $1.65M | 0.37% | +1,053+3.9% | Added |
| Buckingham Capital Management, Inc. | 28,053 | $1.65M | 0.22% | +2,654+10.4% | Added |
| Ferguson Wellman Capital Management, Inc | 28,164 | $1.66M | 0.04% | +2,650+10.4% | Added |
| ROI Financial Advisors, LLC | 28,190 | $1.66M | 1.37% | +28,190 | New |
| Secure Asset Management, LLC | 28,314 | $1.67M | 0.45% | +141+0.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 28,406 | $1.67M | 0.44% | −285−1.0% | Reduced |