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 |
|---|---|---|---|---|---|
| Jacobsen Capital Management | 4,357 | $256.8K | 0.13% | +4,357 | New |
| Bensler, LLC | 4,379 | $258.0K | 0.04% | +38+0.9% | Added |
| Westside Investment Management, Inc. | 4,405 | $259.6K | 0.07% | −22−0.5% | Reduced |
| Hoge Financial Services, LLC | 4,420 | $260.5K | 0.26% | +4,420 | New |
| Asset Planning Corporation | 4,420 | $260.5K | 0.20% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 4,424 | $260.7K | 0.21% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 4,425 | $260.8K | 0.14% | +162+3.8% | Added |
| Balboa Wealth Partners | 4,428 | $260.9K | 0.09% | −141−3.1% | Reduced |
| Thrive Capital Management, LLC | 4,429 | $261.0K | 0.14% | +772+21.1% | Added |
| TFC Financial Management | 4,439 | $261.6K | 0.05% | −112−2.5% | Reduced |
| Buckley Wealth Management, LLC | 4,440 | $261.6K | 0.09% | 00.0% | Unchanged |
| Sachetta, LLC | 4,459 | $262.8K | 0.12% | +4,459 | New |
| Engrave Wealth Partners LLC | 4,463 | $263.0K | 0.08% | +492+12.4% | Added |
| Instrumental Wealth, LLC | 4,470 | $263.4K | 0.28% | −77−1.7% | Reduced |
| Trust Co of the South | 4,474 | $263.7K | 0.07% | +4,474 | New |
| Sawgrass Asset Management LLC | 4,490 | $264.6K | 0.03% | −1,050−19.0% | Reduced |
| Noesis Capital Mangement Corp | 4,493 | $264.8K | 0.06% | −350−7.2% | Reduced |
| Machina Capital S.A.S. | 4,500 | $265.2K | 0.17% | −4,740−51.3% | Reduced |
| Journey Strategic Wealth LLC | 4,507 | $265.6K | 0.01% | −477−9.6% | Reduced |
| Pathway Financial Advisors LLC | 4,512 | $265.9K | 0.08% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $266.5K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,526 | $266.7K | 0.21% | +4,526 | New |
| Athena Investment Management | 4,527 | $266.8K | 0.17% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,537 | $267.3K | 0.03% | +38+0.8% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 4,538 | $267.4K | 0.13% | +4,538 | New |
| Birchcreek Wealth Management, LLC | 4,539 | $267.5K | 0.16% | +507+12.6% | Added |
| Blue Barn Wealth, LLC | 4,544 | $267.8K | 0.16% | −2,550−35.9% | Reduced |
| Calton & Associates, Inc. | 4,550 | $268.1K | 0.11% | +860+23.3% | Added |
| Virginia Wealth Management Group, Inc. | 4,550 | $268.1K | 0.23% | −1,900−29.5% | Reduced |
| Baystate Wealth Management LLC | 4,556 | $268.5K | 0.02% | +262+6.1% | Added |
| Threadgill Financial, LLC | 4,561 | $268.8K | 0.18% | 00.0% | Unchanged |
| Financial Insights, Inc. | 4,563 | $268.9K | 0.08% | +33+0.7% | Added |
| Cedar Brook Financial Partners, LLC | 4,498 | $269.1K | 0.06% | −399−8.1% | Reduced |
| KFG Wealth Management, LLC | 4,567 | $269.1K | 0.12% | +46+1.0% | Added |
| Cassady Schiller Wealth Management, LLC | 4,568 | $269.2K | 0.14% | +248+5.7% | Added |
| Amarillo National Bank | 4,570 | $269.3K | 0.05% | −709−13.4% | Reduced |
| BFSG, LLC | 4,572 | $269.4K | 0.04% | −401−8.1% | Reduced |
| Alpha Family Trust | 4,585 | $270.2K | 0.18% | −7,315−61.5% | Reduced |
| Hoxton Planning & Management, LLC | 4,591 | $271.0K | 0.14% | −1,752−27.6% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,613 | $271.8K | 0.12% | +200+4.5% | Added |
| waypoint wealth counsel | 4,627 | $272.7K | 0.23% | −244−5.0% | Reduced |
| Cedar Point Capital Partners, LLC | 4,633 | $273.0K | 0.23% | +4,633 | New |
| Phillips Wealth Planners LLC | 4,543 | $273.3K | 0.33% | −7,173−61.2% | Reduced |
| Redmond Asset Management, LLC | 4,638 | $273.3K | 0.09% | −48−1.0% | Reduced |
| KRS Capital Management, LLC | 4,645 | $273.7K | 0.25% | +170+3.8% | Added |
| McIlrath & Eck, LLC | 4,645 | $273.7K | 0.05% | +78+1.7% | Added |
| Rise Advisors, LLC | 4,650 | $274.0K | 0.19% | +296+6.8% | Added |
| Vigilare Wealth Management | 4,657 | $274.4K | 0.14% | +15+0.3% | Added |
| Tradition Wealth Management, LLC | 4,663 | $275.0K | 0.03% | +1,477+46.4% | Added |
| Blossom Wealth Management | 4,675 | $275.5K | 0.74% | +15+0.3% | Added |
| MKT Advisors LLC | 4,619 | $275.6K | 0.18% | +10+0.2% | Added |
| TCI Wealth Advisors, Inc. | 4,677 | $275.6K | 0.03% | −638−12.0% | Reduced |
| Apriem Advisors | 4,692 | $276.5K | 0.04% | +157+3.5% | Added |
| LWM Advisory Services, LLC | 4,710 | $277.6K | 0.24% | −346−6.8% | Reduced |
| Augustine Asset Management Inc | 4,772 | $281.2K | 0.12% | −529−10.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,696 | $281.7K | 0.18% | +35+0.8% | Added |
| Ethos Financial Group, LLC | 4,786 | $282.0K | 0.06% | +192+4.2% | Added |
| NCM Capital Management, LLC | 4,794 | $282.5K | 0.17% | −136−2.8% | Reduced |
| Perkins Coie Trust Co | 4,797 | $282.7K | 0.07% | −177−3.6% | Reduced |
| Northwest Capital Management Inc | 4,819 | $284.0K | 0.10% | −378−7.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 4,814 | $284.0K | 0.02% | −1,000−17.2% | Reduced |
| Carmel Capital Partners, LLC | 4,821 | $284.1K | 0.15% | −1,447−23.1% | Reduced |
| Kuhn & Co Investment Counsel | 4,823 | $284.2K | 0.29% | +4,823 | New |
| Fort Pitt Capital Group, LLC | 4,831 | $284.7K | 0.01% | +75+1.6% | Added |
| One + One Wealth Management, LLC | 4,832 | $284.8K | 0.17% | −250−4.9% | Reduced |
| Unionview, LLC | 4,844 | $285.5K | 0.26% | +4,844 | New |
| Legacy Trust | 4,845 | $285.5K | 0.07% | −479−9.0% | Reduced |
| Fragasso Group Inc. | 4,845 | $285.5K | 0.03% | +601+14.2% | Added |
| Albion Financial Group | 4,847 | $285.6K | 0.02% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,850 | $285.8K | 0.06% | +93+2.0% | Added |
| FFT Wealth Management LLC | 4,856 | $286.2K | 0.02% | +1,046+27.5% | Added |
| Acorn Wealth Advisors, LLC | 4,866 | $286.8K | 0.17% | −187−3.7% | Reduced |
| Merriman Wealth Management, LLC | 4,871 | $287.0K | 0.01% | +544+12.6% | Added |
| Compass Financial Group, INC | 4,883 | $287.7K | 0.08% | +9+0.2% | Added |
| Ritter Daniher Financial Advisory LLC | 4,887 | $288.0K | 0.11% | −200−3.9% | Reduced |
| Financial Strategies Group, Inc. | 4,896 | $288.4K | 0.08% | 00.0% | Unchanged |
| TKG Advisors, LLC | 4,900 | $288.8K | 0.17% | −1,953−28.5% | Reduced |
| Iron Horse Wealth Management, LLC | 4,906 | $289.1K | 0.13% | +852+21.0% | Added |
| RWM Asset Management, LLC | 4,849 | $289.8K | 0.05% | −1,083−18.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,920 | $289.9K | 0.07% | −107−2.1% | Reduced |
| McRae Capital Management Inc | 4,921 | $290.0K | 0.07% | +968+24.5% | Added |
| Smart Money Group LLC | 4,932 | $290.7K | 0.13% | +877+21.6% | Added |
| Glass Jacobson Investment Advisors llc | 4,933 | $290.7K | 0.12% | −197−3.8% | Reduced |
| Joule Financial, LLC | 4,938 | $291.0K | 0.14% | +384+8.4% | Added |
| Bontempo Ohly Capital Mgmt LLC | 4,941 | $291.2K | 0.14% | +4,941 | New |
| Coppell Advisory Solutions LLC | 4,950 | $291.7K | 0.06% | +3,768+318.8% | Added |
| OneAscent Wealth Management LLC | 4,948 | $292.0K | 0.12% | −1,071−17.8% | Reduced |
| Keebeck Wealth Management, LLC | 4,964 | $292.5K | 0.05% | +90+1.8% | Added |
| Moss Adams Wealth Advisors LLC | 4,966 | $292.7K | 0.06% | −83−1.6% | Reduced |
| Point72 Europe (London) LLP | 4,978 | $293.4K | 0.04% | +4,978 | New |
| General Partner, Inc. | 4,985 | $293.8K | 0.25% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 4,995 | $294.4K | 0.04% | −27−0.5% | Reduced |
| BHK Investment Advisors, LLC | 5,000 | $294.6K | 0.17% | −6,343−55.9% | Reduced |
| Shay Capital LLC | 5,000 | $294.6K | 0.11% | +5,000 | New |
| Investment Partners Asset Management, Inc. | 5,003 | $294.8K | 0.29% | +5,003 | New |
| Concentric Wealth Management, LLC | 5,003 | $294.8K | 0.09% | +10.0% | Added |
| Beacon Capital Management, LLC | 5,270 | $295.0K | 0.08% | −1,021−16.2% | Reduced |
| Eagle Wealth Strategies LLC | 5,013 | $295.4K | 0.18% | +5,013 | New |
| Private Management Group Inc | 5,016 | $295.6K | 0.01% | +73+1.5% | Added |
| RKL Wealth Management LLC | 5,017 | $295.6K | 0.03% | +89+1.8% | Added |