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 |
|---|---|---|---|---|---|
| Cottage Street Advisors LLC | 3,785 | $223.3K | 0.15% | +33+0.9% | Added |
| Callan Capital, LLC | 3,793 | $223.6K | 0.02% | +3,793 | New |
| Fountainhead AM, LLC | 3,795 | $223.7K | 0.06% | +205+5.7% | Added |
| Gateway Wealth Partners, LLC | 3,804 | $224.2K | 0.09% | −835−18.0% | Reduced |
| Paul Damon & Associates, Inc. | 3,809 | $224.5K | 0.16% | +42+1.1% | Added |
| Warren Street Wealth Advisors, LLC | 3,811 | $224.6K | 0.13% | +3,811 | New |
| Wealthstream Advisors, Inc. | 3,822 | $225.2K | 0.09% | −1,091−22.2% | Reduced |
| Resonant Capital Advisors, LLC | 3,833 | $225.9K | 0.02% | −148−3.7% | Reduced |
| Zevin Asset Management LLC | 3,833 | $226.0K | 0.04% | +3,833 | New |
| UMA Financial Services, Inc. | 3,797 | $226.2K | 0.05% | −119−3.0% | Reduced |
| Sara-Bay Financial | 3,839 | $226.2K | 0.11% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,850 | $226.9K | 0.11% | +9+0.2% | Added |
| VELA Investment Management, LLC | 3,858 | $227.4K | 0.09% | −937−19.5% | Reduced |
| GSG Advisors LLC | 3,803 | $228.0K | 0.09% | +86+2.3% | Added |
| Willner & Heller, LLC | 3,876 | $228.4K | 0.26% | +3,876 | New |
| Holistic Financial Partners | 3,880 | $228.6K | 0.14% | −3,363−46.4% | Reduced |
| Rebalance, LLC | 3,882 | $228.8K | 0.02% | +3,882 | New |
| Winthrop Advisory Group LLC | 3,884 | $228.9K | 0.04% | −25−0.6% | Reduced |
| Cascade Investment Advisors, Inc. | 3,895 | $229.5K | 0.16% | 00.0% | Unchanged |
| Financial Advisors, LLC | 3,897 | $229.6K | 0.05% | −6−0.2% | Reduced |
| FLC Capital Advisors | 3,900 | $229.8K | 0.06% | +20+0.5% | Added |
| Gemmer Asset Management LLC | 3,918 | $230.9K | 0.03% | −3−0.1% | Reduced |
| Three Bridge Wealth Advisors, LLC | 3,933 | $231.8K | 0.08% | −311−7.3% | Reduced |
| NBW Capital LLC | 3,938 | $232.1K | 0.05% | −39−1.0% | Reduced |
| Horizon Wealth Management, LLC | 3,938 | $232.1K | 0.06% | +14+0.4% | Added |
| Chelsea Counsel Co | 3,950 | $232.8K | 0.12% | −363−8.4% | Reduced |
| Solstein Capital, LLC | 3,953 | $232.9K | 0.17% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 3,957 | $233.2K | 0.04% | +3,957 | New |
| BCGM Wealth Management, LLC | 3,959 | $233.3K | 0.09% | +38+1.0% | Added |
| Cumberland Advisors Inc | 3,961 | $233.4K | 0.10% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,963 | $233.5K | 0.25% | +3,963 | New |
| Pine Harbor Wealth Management, LLC | 3,970 | $234.0K | 0.18% | +3,970 | New |
| FSA Advisors, Inc. | 3,987 | $235.0K | 0.29% | +3,987 | New |
| Vantage Consulting Group Inc | 3,996 | $235.5K | 0.16% | −224−5.3% | Reduced |
| Puzo Michael J | 4,000 | $235.7K | 0.07% | −50−1.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 4,000 | $235.7K | 0.01% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $235.7K | 0.17% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 4,005 | $236.0K | 0.17% | +315+8.5% | Added |
| Socha Financial Group, LLC | 4,006 | $236.1K | 0.11% | −691−14.7% | Reduced |
| Coastline Trust Co | 4,021 | $237.0K | 0.03% | −34−0.8% | Reduced |
| Triangle Securities Wealth Management | 4,023 | $237.1K | 0.07% | −35−0.9% | Reduced |
| Reston Wealth Management LLC | 4,027 | $237.3K | 0.11% | +121+3.1% | Added |
| Draper Asset Management, LLC | 4,027 | $237.3K | 0.23% | +437+12.2% | Added |
| Aufman Associates Inc | 4,045 | $238.4K | 0.18% | +10.0% | Added |
| TrueWealth Advisors, LLC | 4,050 | $238.7K | 0.09% | +75+1.9% | Added |
| Congress Asset Management Co | 4,050 | $238.7K | 0.00% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 4,055 | $239.0K | 0.02% | +156+4.0% | Added |
| Watchman Group, Inc. | 4,056 | $239.0K | 0.08% | +56+1.4% | Added |
| Curi Capital | 4,061 | $239.3K | 0.03% | −23−0.6% | Reduced |
| Cheviot Value Management, LLC | 4,084 | $240.7K | 0.05% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,086 | $240.8K | 0.08% | −35−0.8% | Reduced |
| US Asset Management LLC | 4,091 | $241.0K | 0.24% | +4,091 | New |
| WR Wealth Planners, LLC | 4,093 | $241.2K | 0.09% | −10−0.2% | Reduced |
| Gateway Advisory, LLC | 4,094 | $241.2K | 0.05% | −71,053−94.6% | Reduced |
| Jump Financial, LLC | 4,100 | $241.6K | 0.01% | −82,772−95.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $241.6K | 0.17% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 4,101 | $241.6K | 0.08% | +17+0.4% | Added |
| Benin Management CORP | 4,101 | $241.7K | 0.08% | +29+0.7% | Added |
| Fort Sheridan Advisors LLC | 4,108 | $242.1K | 0.05% | +363+9.7% | Added |
| Spartan Planning & Wealth Management | 4,109 | $242.1K | 0.26% | +4,109 | New |
| Cravens & Co Advisors, LLC | 4,112 | $242.3K | 0.21% | −746−15.4% | Reduced |
| Capital Insight Partners, LLC | 4,118 | $242.7K | 0.05% | −18−0.4% | Reduced |
| MainStreet Investment Advisors LLC | 4,121 | $242.8K | 0.03% | −6,110−59.7% | Reduced |
| Southland Equity Partners LLC | 4,125 | $243.1K | 0.08% | +87+2.2% | Added |
| DeDora Capital, Inc. | 4,131 | $243.4K | 0.09% | +63+1.5% | Added |
| Swisher Financial Concepts, Inc. | 4,078 | $244.0K | 0.23% | +4,078 | New |
| 626 Financial, LLC | 4,143 | $244.1K | 0.16% | −12−0.3% | Reduced |
| TSFG, LLC | 4,160 | $245.0K | 0.08% | −556−11.8% | Reduced |
| Rollins Financial Advisors, LLC | 4,161 | $245.2K | 0.05% | +4,161 | New |
| Liberty Capital Management, Inc. | 4,164 | $245.4K | 0.06% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 4,169 | $245.7K | 0.07% | +4,169 | New |
| Pin Oak Investment Advisors Inc | 4,179 | $246.0K | 0.25% | +192+4.8% | Added |
| Baugh & Associates, LLC | 4,182 | $246.4K | 0.14% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 4,188 | $246.8K | 0.17% | +774+22.7% | Added |
| Carolinas Wealth Consulting LLC | 35,952 | $247.2K | 0.05% | −135−0.4% | Reduced |
| TruWealth Advisors, LLC | 4,198 | $247.4K | 0.02% | −752−15.2% | Reduced |
| nVerses Capital, LLC | – | $247.5K | 0.69% | – | New |
| Paragon Financial Partners, Inc. | 4,207 | $247.9K | 0.24% | −20−0.5% | Reduced |
| Austin Private Wealth, LLC | 4,211 | $248.2K | 0.03% | −225−5.1% | Reduced |
| Guardian Wealth Advisors, LLC | 4,223 | $248.9K | 0.17% | +416+10.9% | Added |
| Strategy Asset Managers LLC | 4,224 | $248.9K | 0.06% | 00.0% | Unchanged |
| Harbor Group, Inc. | 4,234 | $249.5K | 0.07% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 4,200 | $249.9K | 0.19% | +4,200 | New |
| National Wealth Management Group, LLC | 4,242 | $250.0K | 0.24% | −63−1.5% | Reduced |
| Hall Laurie J Trustee | 4,250 | $250.0K | 0.10% | 00.0% | Unchanged |
| SOL Capital Management CO | 4,239 | $250.0K | 0.03% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 4,261 | $251.1K | 0.11% | +4,261 | New |
| Bank of Stockton | 4,200 | $251.3K | 0.08% | −86−2.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 4,265 | $251.4K | 0.11% | +299+7.5% | Added |
| DGS Capital Management, LLC | 4,273 | $251.8K | 0.10% | +31+0.7% | Added |
| Kathmere Capital Management, LLC | 4,274 | $251.8K | 0.03% | +633+17.4% | Added |
| Institutional & Family Asset Management, LLC | 4,283 | $252.4K | 0.04% | −30−0.7% | Reduced |
| Allen Capital Group, LLC | 4,289 | $252.7K | 0.04% | +466+12.2% | Added |
| Key Client Fiduciary Advisors, LLC | 4,295 | $253.1K | 0.15% | −220−4.9% | Reduced |
| Family Firm, Inc. | 4,300 | $253.4K | 0.07% | +56+1.3% | Added |
| International Private Wealth Advisors LLC | 4,307 | $253.8K | 0.25% | +4,307 | New |
| Powell Investment Advisors, LLC | 4,307 | $253.8K | 0.14% | +32+0.7% | Added |
| Fca Corp | 4,327 | $255.0K | 0.09% | +4+0.1% | Added |
| TFB Advisors LLC | 4,330 | $255.2K | 0.13% | +4,330 | New |
| Sage Rhino Capital LLC | 4,354 | $256.6K | 0.07% | +48+1.1% | Added |