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 |
|---|---|---|---|---|---|
| Resurgent Financial Advisors LLC | 2,780 | $163.8K | 0.10% | −101−3.5% | Reduced |
| Bourgeon Capital Management LLC | 2,805 | $165.3K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,811 | $165.6K | 0.07% | −927−24.8% | Reduced |
| Barrett & Company, Inc. | 2,841 | $167.4K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,885 | $170.1K | 0.02% | +33+1.2% | Added |
| Intelligent Financial Strategies | 2,922 | $172.2K | 0.12% | −1,695−36.7% | Reduced |
| Avalon Trust Co | 2,926 | $172.4K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2,949 | $173.8K | 0.04% | +148+5.3% | Added |
| Private Ocean, LLC | 2,957 | $174.3K | 0.02% | +350+13.4% | Added |
| O'Brien Wealth Partners LLC | 3,002 | $176.9K | 0.05% | +89+3.1% | Added |
| State of Wyoming | 3,031 | $178.6K | 0.03% | −8−0.3% | Reduced |
| Acima Private Wealth, LLC | 3,045 | $179.4K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,056 | $180.1K | 0.16% | −140−4.4% | Reduced |
| Mascoma Wealth Management LLC | 3,102 | $182.8K | 0.05% | −64−2.0% | Reduced |
| Studio Investment Management LLC | 3,122 | $184.0K | 0.05% | −36−1.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 3,133 | $184.6K | 0.10% | 00.0% | Unchanged |
| Pflug Koory, LLC | 3,137 | $184.9K | 0.10% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,160 | $186.2K | 0.13% | +841+36.3% | Added |
| Horizon Bancorp Inc | 3,176 | $187.0K | 0.09% | +110+3.6% | Added |
| Covestor Ltd | 3,266 | $192.0K | 0.13% | +245+8.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,290 | $193.0K | 0.09% | −2,750−45.5% | Reduced |
| Members Capital Advisors Inc | 3,319 | $195.6K | 0.56% | −33,447−91.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $196.0K | 0.02% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 3,328 | $196.1K | 0.03% | +3,328 | New |
| Canton Hathaway, LLC | 3,370 | $199.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,393 | $200.0K | 0.03% | +495+17.1% | Added |
| Castleark Management LLC | 3,397 | $200.2K | 0.01% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 3,400 | $200.4K | 0.03% | +3,400 | New |
| Citizens Business Bank | 3,400 | $200.4K | 0.04% | +3,400 | New |
| Sargent Investment Group, LLC | 3,402 | $200.5K | 0.04% | −435−11.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,406 | $200.7K | 0.19% | +3,406 | New |
| Lifestyle Asset Management, Inc. | 3,407 | $200.8K | 0.11% | −543−13.7% | Reduced |
| Alpha Financial Partners, LLC | 3,409 | $200.9K | 0.20% | +3,409 | New |
| Ables, Iannone, Moore & Associates, Inc. | 3,410 | $201.0K | 0.15% | +3,410 | New |
| Hanlon Investment Management, Inc. | 3,415 | $201.2K | 0.06% | +3,415 | New |
| Kessler Investment Group, LLC | 3,424 | $201.8K | 0.12% | −43−1.2% | Reduced |
| WealthBridge Capital Management, LLC | 3,430 | $202.1K | 0.08% | −432−11.2% | Reduced |
| Act Wealth Management, LLC | 3,434 | $202.4K | 0.11% | +3,434 | New |
| B&D White Capital Company, LLC | 3,435 | $202.4K | 0.06% | −14,600−81.0% | Reduced |
| Hourglass Capital, LLC | 3,449 | $203.3K | 0.07% | +3,449 | New |
| Essential Planning, LLC. | 3,465 | $204.2K | 0.10% | +3,465 | New |
| Trust Co of Oklahoma | 3,466 | $204.3K | 0.08% | −2,923−45.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,470 | $204.5K | 0.02% | +3,470 | New |
| Birchbrook, Inc. | 3,481 | $205.1K | 0.14% | +3,481 | New |
| Financial Engines Advisors L.L.C. | 3,490 | $205.7K | 0.00% | −3,566−50.5% | Reduced |
| Laffer Tengler Investments | 3,492 | $205.8K | 0.05% | −527−13.1% | Reduced |
| Youngs Advisory Group, Inc. | 3,494 | $205.9K | 0.10% | +3,494 | New |
| Investment Advisory Group, LLC | 3,495 | $206.0K | 0.09% | −138−3.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,502 | $206.4K | 0.02% | +220+6.7% | Added |
| Ballew Advisors, Inc | 3,446 | $206.7K | 0.16% | +3,446 | New |
| Paragon Private Wealth Management, LLC | 3,512 | $206.9K | 0.14% | +3,512 | New |
| Executive Wealth Management, LLC | 3,520 | $207.5K | 0.02% | +3,520 | New |
| Richardson Financial Services Inc. | 3,527 | $207.8K | 0.18% | +3,527 | New |
| CM Wealth Advisors LLC | 3,531 | $208.1K | 0.09% | +3,531 | New |
| Chapman Investment Management, LLC | 3,533 | $208.2K | 0.16% | +3,533 | New |
| Northwest Financial Advisors | 3,535 | $208.3K | 0.18% | +3,535 | New |
| Seeds Investor LLC | 3,555 | $209.5K | 0.24% | +3,555 | New |
| Bell Investment Advisors, Inc | 3,556 | $209.6K | 0.04% | −443−11.1% | Reduced |
| RDA Financial Network | 3,557 | $209.6K | 0.08% | −10,813−75.2% | Reduced |
| IAM Advisory, LLC | 3,560 | $209.8K | 0.07% | −140−3.8% | Reduced |
| Long Run Wealth Advisors, LLC | 3,575 | $210.7K | 0.06% | −126−3.4% | Reduced |
| Gimbal Financial | 3,588 | $211.4K | 0.21% | +3,588 | New |
| Centennial Bank | 3,592 | $211.7K | 0.13% | +265+8.0% | Added |
| Disciplined Investments, LLC | 3,594 | $211.8K | 0.12% | −19−0.5% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,597 | $212.0K | 0.15% | −140−3.7% | Reduced |
| Cook Wealth Management Group LLC | 3,600 | $212.1K | 0.13% | −385−9.7% | Reduced |
| Elevate Wealth Advisory, Inc | 3,600 | $212.1K | 0.19% | +3,600 | New |
| Seven Mile Advisory | 3,601 | $212.2K | 0.18% | +3,601 | New |
| Ategra Capital Management, LLC | 3,603 | $212.3K | 0.09% | 00.0% | Unchanged |
| Insight 2811, Inc. | 3,605 | $212.4K | 0.12% | −155−4.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,549 | $213.1K | 0.16% | +3,549 | New |
| Green Harvest Asset Management LLC | 3,618 | $213.2K | 0.01% | −1,130−23.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,619 | $213.3K | 0.09% | −838−18.8% | Reduced |
| Corbyn Investment Management Inc | 3,623 | $213.5K | 0.10% | −32−0.9% | Reduced |
| Insight Advisors, LLC | 3,625 | $213.6K | 0.05% | −273−7.0% | Reduced |
| PFS Partners, LLC | 3,628 | $213.8K | 0.15% | +10.0% | Added |
| Resource Consulting Group Inc | 3,634 | $214.2K | 0.04% | +3,634 | New |
| Northwest Quadrant Wealth Management, LLC | 3,637 | $214.3K | 0.06% | −88−2.4% | Reduced |
| Old Second National Bank of Aurora | 3,638 | $214.4K | 0.06% | −366−9.1% | Reduced |
| Nova R Wealth, Inc. | 3,648 | $215.0K | 0.14% | +3,648 | New |
| Eldridge Investment Advisors, Inc. | 3,655 | $215.0K | 0.06% | +4+0.1% | Added |
| Kure Advisory, LLC | 3,656 | $215.4K | 0.11% | −388−9.6% | Reduced |
| Independent Wealth Network Inc. | 3,658 | $215.6K | 0.11% | +36+1.0% | Added |
| New Jersey Better Educational Savings Trust | 3,666 | $216.0K | 0.46% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,681 | $216.9K | 0.09% | +59+1.6% | Added |
| McLean Asset Management Corp | 3,641 | $217.3K | 0.08% | −266−6.8% | Reduced |
| E&G Advisors, LP | 3,704 | $218.3K | 0.08% | −294−7.4% | Reduced |
| CMG Global Holdings, LLC | 3,680 | $218.6K | 0.16% | +100+2.8% | Added |
| Jackson Square Capital, LLC | 3,715 | $218.9K | 0.07% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,719 | $219.2K | 0.27% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,725 | $219.5K | 0.06% | −13,886−78.8% | Reduced |
| Cobblestone Asset Management LLC | 3,729 | $219.8K | 0.16% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 3,731 | $219.9K | 0.14% | +3,731 | New |
| Lesa Sroufe & Co | 3,737 | $220.0K | 0.22% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 3,743 | $220.6K | 0.08% | +85+2.3% | Added |
| West Bancorporation Inc | 3,745 | $220.7K | 0.14% | +3,745 | New |
| Cabot Wealth Management Inc | 3,746 | $220.8K | 0.03% | 00.0% | Unchanged |
| Truepoint, Inc. | 3,747 | $220.8K | 0.01% | +3,747 | New |
| Carderock Capital Management Inc | 3,750 | $221.0K | 0.06% | 00.0% | Unchanged |
| Well Done, LLC | 3,784 | $223.0K | 0.04% | +31+0.8% | Added |