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
- 3,000
- +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
- 1,155 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| AlphaMark Advisors, LLC | 905 | $53.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 901 | $53.1K | 0.04% | −54−5.7% | Reduced |
| GoalVest Advisory LLC | 912 | $53.7K | 0.02% | +58+6.8% | Added |
| Creekmur Asset Management LLC | 912 | $53.8K | 0.02% | +912 | New |
| Hobbs Group Advisors, LLC | 931 | $54.9K | 0.02% | +931 | New |
| Bear Mountain Capital, Inc. | 915 | $54.9K | 0.02% | +915 | New |
| Financial Synergies Wealth Advisors, Inc. | 864 | $55.0K | 0.01% | −516−37.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 937 | $55.2K | 0.01% | +203+27.7% | Added |
| NVWM, LLC | 951 | $56.0K | 0.02% | −1,232−56.4% | Reduced |
| AJOVista, LLC | 951 | $56.0K | 0.07% | +951 | New |
| Clear Investment Research, LLC | 953 | $56.2K | 0.08% | +25+2.7% | Added |
| Tanglewood Legacy Advisors, LLC | 994 | $58.6K | 0.03% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 996 | $58.7K | 0.04% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 998 | $58.8K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $58.9K | 0.04% | 00.0% | Unchanged |
| Rogco, LP | 1,000 | $58.9K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,007 | $59.3K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,020 | $60.1K | 0.02% | −238−18.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,054 | $62.0K | 0.03% | +1,054 | New |
| Provenance Wealth Advisors, LLC | 1,060 | $62.5K | 0.01% | +100+10.4% | Added |
| Voisard Asset Management Group, Inc. | 1,078 | $63.5K | 0.04% | +1,078 | New |
| Annapolis Financial Services, LLC | 1,079 | $63.6K | 0.02% | +213+24.6% | Added |
| Rational Advisors LLC | 1,088 | $64.1K | 0.01% | −1,647−60.2% | Reduced |
| Dogwood Wealth Management LLC | 1,111 | $65.5K | 0.05% | +1,111 | New |
| One River Asset Management, LLC | 1,124 | $66.2K | 0.02% | −400−26.2% | Reduced |
| Garner Asset Management Corp | 1,111 | $66.3K | 0.03% | +1,111 | New |
| Gold Investment Management Ltd. | 1,125 | $66.3K | 0.03% | +1,125 | New |
| Tradewinds Capital Management, LLC | 1,131 | $66.7K | 0.03% | −38−3.3% | Reduced |
| DB Wealth Management Group, LLC | 1,135 | $66.9K | 0.04% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 1,137 | $67.0K | 0.02% | +1,137 | New |
| Vermillion & White Wealth Management Group, LLC | 1,165 | $68.7K | 0.07% | +1,165 | New |
| Financial Freedom, LLC | 1,175 | $69.2K | 0.04% | +17+1.5% | Added |
| Stone House Investment Management, LLC | 1,201 | $70.8K | 0.02% | +939+358.4% | Added |
| MidAtlantic Capital Management, Inc. | 1,207 | $71.1K | 0.07% | +1,207 | New |
| Fairfield, Bush & Co. | 1,213 | $71.5K | 0.04% | +1,213 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,270 | $74.9K | 0.03% | +1,270 | New |
| Optimum Investment Advisors | 1,288 | $75.9K | 0.04% | −112−8.0% | Reduced |
| Clarity Asset Management, Inc. | 1,301 | $76.7K | 0.06% | +1,301 | New |
| FSC Wealth Advisors, LLC | 1,312 | $77.3K | 0.06% | +2+0.2% | Added |
| Abound Wealth Management | 1,316 | $77.5K | 0.03% | −36−2.7% | Reduced |
| Halpern Financial, Inc. | 1,300 | $77.9K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,342 | $79.1K | 0.01% | +691+106.1% | Added |
| Byrne Asset Management LLC | – | $80.1K | 0.06% | – | – |
| Global Wealth Strategies & Associates | 1,366 | $80.5K | 0.03% | +4+0.3% | Added |
| Fairfield Financial Advisors, LTD | 1,369 | $80.7K | 0.03% | −13−0.9% | Reduced |
| Guardian Wealth Management, Inc. | 1,373 | $80.9K | 0.07% | +116+9.2% | Added |
| Rockbridge Investment Management, LCC | 1,389 | $81.8K | 0.01% | +1,389 | New |
| Fairman Group, LLC | 1,443 | $85.0K | 0.08% | +1,443 | New |
| Oliver Lagore Vanvalin Investment Group | 1,453 | $85.6K | 0.03% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 1,469 | $86.6K | 0.09% | +1,469 | New |
| American State Bank (Iowa) | 1,483 | $87.4K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,496 | $88.2K | 0.05% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,500 | $88.4K | 0.08% | +500+50.0% | Added |
| Louisbourg Investments Inc. | 1,535 | $90.5K | 0.03% | +1,535 | New |
| Islay Capital Management, LLC | 1,556 | $91.7K | 0.07% | +9+0.6% | Added |
| Orion Capital Management LLC | 1,592 | $93.8K | 0.06% | 00.0% | Unchanged |
| Vima LLC | 1,593 | $93.9K | 0.22% | +1,593 | New |
| CGC Financial Services, LLC | 1,594 | $93.9K | 0.04% | +67+4.4% | Added |
| LFA - Lugano Financial Advisors SA | 1,600 | $94.3K | 0.07% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,600 | $94.3K | 0.09% | +1,600 | New |
| Westchester Capital Management, Inc. | 1,615 | $95.2K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,634 | $96.0K | 0.07% | +25+1.6% | Added |
| VisionPoint Advisory Group, LLC | 1,642 | $96.8K | 0.04% | −1,023−38.4% | Reduced |
| Impact Partnership Wealth, LLC | 1,785 | $105.2K | 0.04% | −769−30.1% | Reduced |
| Lipe & Dalton | 1,800 | $106.0K | 0.06% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,800 | $106.1K | 0.06% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,800 | $106.1K | 0.05% | +1,800 | New |
| Cherry Tree Wealth Management, LLC | 1,819 | $107.2K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,839 | $108.4K | 0.04% | +72+4.1% | Added |
| Virtus Investment Advisers, Inc. | 1,888 | $111.3K | 0.08% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,931 | $113.8K | 0.03% | +1,931 | New |
| Cornerstone Planning Group LLC | 1,934 | $114.0K | 0.04% | −23−1.2% | Reduced |
| PSI Advisors, LLC | 1,943 | $114.5K | 0.04% | +80+4.3% | Added |
| Pingora Partners LLC | 2,000 | $117.9K | 0.10% | +2,000 | New |
| Stuart Chaussee & Associates, Inc. | 2,005 | $118.2K | 0.03% | −133−6.2% | Reduced |
| Lowe Wealth Advisors, LLC | 2,013 | $118.6K | 0.06% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,013 | $118.6K | 0.02% | +67+3.4% | Added |
| Biglari Capital Corp. | 2,020 | $119.0K | 0.02% | +1,900+1,583.3% | Added |
| Hollencrest Capital Management | 2,078 | $122.5K | 0.01% | +78+3.9% | Added |
| Pineridge Advisors LLC | 2,090 | $123.2K | 0.04% | +2,090 | New |
| First Pacific Financial | 2,133 | $125.7K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,143 | $126.0K | 0.05% | −111−4.9% | Reduced |
| REAP Financial Group, LLC | 2,304 | $135.8K | 0.04% | +2,304 | New |
| HWG Holdings LP | 2,308 | $136.0K | 0.06% | +37+1.6% | Added |
| Pacifica Partners Inc. | 2,358 | $138.3K | 0.07% | +500+26.9% | Added |
| Livelsberger Financial Advisory | 2,351 | $138.5K | 0.12% | +2,351 | New |
| Focused Wealth Management, Inc | 2,399 | $141.4K | 0.02% | −16−0.7% | Reduced |
| MB, Levis & Associates, LLC | 2,411 | $142.1K | 0.08% | +111+4.8% | Added |
| Trifecta Capital Advisors, LLC | 2,411 | $142.1K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 2,414 | $142.3K | 0.15% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,439 | $142.6K | 0.08% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 2,464 | $145.2K | 0.08% | +2,464 | New |
| Main Street Group, LTD | 2,531 | $149.2K | 0.05% | +2,531 | New |
| Atlas Capital Advisors LLC | 2,627 | $154.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,662 | $156.9K | 0.05% | −200−7.0% | Reduced |
| Piscataqua Savings Bank | 2,708 | $159.6K | 0.15% | −2,000−42.5% | Reduced |
| Advantage Trust Co | 2,725 | $160.6K | 0.13% | +2,725 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,733 | $161.1K | 0.07% | +2,733 | New |
| Tyler-Stone Wealth Management | 2,736 | $161.2K | 0.08% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2,750 | $162.1K | 0.05% | +200+7.8% | Added |