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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 5,018 | $295.7K | 0.04% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 5,021 | $295.9K | 0.11% | +167+3.4% | Added |
| Vestmark Advisory Solutions, Inc. | 3,934 | $296.3K | 0.02% | −121−3.0% | Reduced |
| First Commonwealth Financial Corp | 5,033 | $296.6K | 0.09% | −69−1.4% | Reduced |
| Fort Point Capital Partners LLC | 5,035 | $296.7K | 0.05% | −115−2.2% | Reduced |
| Sterling Wealth Management, Inc. | 5,039 | $296.9K | 0.17% | +5,039 | New |
| Revisor Wealth Management LLC | 5,043 | $297.2K | 0.34% | −3,425−40.4% | Reduced |
| Fort, L.P. | 5,058 | $298.1K | 0.74% | −163−3.1% | Reduced |
| Guardian Asset Advisors, LLC | 5,062 | $298.3K | 0.28% | +5,062 | New |
| Pring Turner Capital Group Inc | 5,063 | $298.4K | 0.23% | −260−4.9% | Reduced |
| Landmark Financial Advisors, LLC | 5,069 | $298.7K | 0.11% | +96+1.9% | Added |
| WealthPlan Investment Management, LLC | 5,074 | $299.0K | 0.05% | +5,074 | New |
| Darden Wealth Group Inc | 5,081 | $299.4K | 0.29% | +5,081 | New |
| SL Advisors, LLC | 5,085 | $299.7K | 0.64% | −322−6.0% | Reduced |
| Integrated Investment Consultants, LLC | 5,087 | $299.8K | 0.09% | +698+15.9% | Added |
| Canopy Partners, LLC | 5,088 | $299.8K | 0.18% | +5,088 | New |
| Walkner Condon Financial Advisors LLC | 5,092 | $300.1K | 0.07% | +577+12.8% | Added |
| Element Wealth, LLC | 5,109 | $301.1K | 0.19% | +85+1.7% | Added |
| Hudson Valley Investment Advisors Inc | 5,020 | $301.8K | 0.04% | −909−15.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 5,128 | $302.2K | 0.22% | −2,274−30.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,138 | $302.8K | 0.03% | −745−12.7% | Reduced |
| Family Management Corp | 5,164 | $304.3K | 0.06% | −860−14.3% | Reduced |
| Security National Bank | 5,164 | $304.3K | 0.07% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5,172 | $304.8K | 0.20% | +5,172 | New |
| Better Money Decisions, LLC | 5,208 | $306.9K | 0.25% | +10.0% | Added |
| Cultivar Capital, Inc. | 5,208 | $306.9K | 0.27% | +5,208 | New |
| Silvant Capital Management LLC | 5,209 | $307.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,218 | $307.0K | 0.05% | −1,982−27.5% | Reduced |
| Buckhead Capital Management LLC | 5,230 | $308.2K | 0.11% | −310−5.6% | Reduced |
| Horan Capital Advisors, LLC. | 5,230 | $308.2K | 0.11% | −1,432−21.5% | Reduced |
| Foster & Motley Inc | 5,249 | $309.0K | 0.02% | +69+1.3% | Added |
| Broderick Brian C | 5,250 | $309.4K | 0.08% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 5,257 | $309.8K | 0.16% | +431+8.9% | Added |
| Summit Wealth Partners, LLC | 5,274 | $310.8K | 0.07% | +27+0.5% | Added |
| Lyell Wealth Management, LP | 5,275 | $310.9K | 0.04% | 00.0% | Unchanged |
| Tillman Hartley LLC | 5,275 | $310.9K | 0.12% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 5,278 | $311.0K | 0.24% | −33−0.6% | Reduced |
| Morris Retirement Advisors, LLC | 5,280 | $311.2K | 0.21% | +975+22.6% | Added |
| Indiana Trust & Investment Management CO | 5,283 | $311.3K | 0.14% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 5,287 | $311.6K | 0.07% | +5,287 | New |
| Next Level Private LLC | 5,289 | $311.7K | 0.18% | +53+1.0% | Added |
| Miller Investment Management, LP | 5,292 | $311.9K | 0.04% | −18−0.3% | Reduced |
| Scott & Selber, Inc. | 5,294 | $312.0K | 0.12% | +1,064+25.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,299 | $312.3K | 0.10% | −1,000−15.9% | Reduced |
| All Terrain Financial Advisors, LLC | 5,300 | $312.3K | 0.14% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,210 | $313.2K | 0.21% | +4,210 | New |
| TRUE Private Wealth Advisors | 5,317 | $313.3K | 0.04% | −12,431−70.0% | Reduced |
| Fidelity D & D Bancorp Inc | 5,320 | $313.5K | 0.24% | −2,884−35.2% | Reduced |
| Outlook Wealth Advisors, LLC | 5,324 | $313.7K | 0.11% | +1,241+30.4% | Added |
| Humankind Investments LLC | 5,329 | $314.0K | 0.09% | +266+5.3% | Added |
| Alethea Capital Management, LLC | 5,350 | $315.3K | 0.36% | 00.0% | Unchanged |
| Second Line Capital, LLC | 5,367 | $316.3K | 0.13% | +5,367 | New |
| Burkett Financial Services, LLC | 5,378 | $316.9K | 0.18% | +5,378 | New |
| Colony Family Offices, LLC | 5,379 | $317.0K | 0.11% | 00.0% | Unchanged |
| Holistic Planning, LLC | 5,387 | $317.5K | 0.27% | +5,387 | New |
| Ade, LLC | 5,388 | $317.5K | 0.22% | 00.0% | Unchanged |
| Vicus Capital | 5,403 | $318.4K | 0.03% | −4,395−44.9% | Reduced |
| Source Financial Advisors LLC | 5,404 | $318.4K | 0.10% | +1,040+23.8% | Added |
| Rede Wealth, LLC | 5,407 | $318.6K | 0.15% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 5,413 | $319.0K | 0.28% | −785−12.7% | Reduced |
| Frisch Financial Group, Inc. | 5,446 | $321.0K | 0.12% | +46+0.9% | Added |
| Redwood Financial Network Corp | 5,451 | $321.2K | 0.31% | −254−4.5% | Reduced |
| First International Bank & Trust | 5,468 | $322.2K | 0.13% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5,401 | $322.8K | 0.16% | −62−1.1% | Reduced |
| Verus Financial Partners, Inc. | 5,437 | $322.8K | 0.04% | +1,126+26.1% | Added |
| Wetzel Investment Advisors, Inc. | 5,486 | $323.0K | 0.20% | +5,486 | New |
| Sunpointe, LLC | 5,489 | $323.5K | 0.41% | +5,489 | New |
| Kellett Schaffner Wealth Advisors LLC | 5,492 | $323.6K | 0.24% | +318+6.1% | Added |
| Meeder Asset Management Inc | 5,501 | $324.2K | 0.03% | +696+14.5% | Added |
| High Falls Advisors, Inc | 5,509 | $324.6K | 0.09% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 5,510 | $324.7K | 0.14% | +505+10.1% | Added |
| Spectrum Wealth Counsel, LLC | 5,514 | $324.9K | 0.05% | +5,514 | New |
| Hazlett, Burt & Watson, Inc. | 5,536 | $325.0K | 0.22% | +357+6.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 5,517 | $325.0K | 0.01% | +675+13.9% | Added |
| Acropolis Investment Management, LLC | 5,524 | $325.5K | 0.02% | −61−1.1% | Reduced |
| Cynosure Management, LLC | 5,532 | $326.0K | 0.06% | +896+19.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 5,534 | $326.2K | 0.21% | +77+1.4% | Added |
| BancFirst Trust & Investment Management | 5,553 | $326.3K | 0.15% | +57+1.0% | Added |
| Security Financial Services, INC. | 5,556 | $327.4K | 0.08% | +771+16.1% | Added |
| Wexford Capital LP | 5,560 | $327.7K | 0.07% | +5,560 | New |
| Systematic Portfolios LLC | 5,567 | $328.1K | 0.99% | +5,567 | New |
| Walker Asset Management, LLC | 5,573 | $328.4K | 0.24% | +1,959+54.2% | Added |
| Total Investment Management Inc | 5,580 | $328.8K | 0.04% | −489−8.1% | Reduced |
| Red Wave Investments LLC | 5,592 | $329.5K | 0.13% | +124+2.3% | Added |
| Legacy Edge Advisors, LLC | 5,594 | $329.7K | 0.08% | +5,594 | New |
| SAM Advisors, LLC | 5,599 | $329.9K | 0.13% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 5,602 | $330.1K | 0.19% | +622+12.5% | Added |
| Interchange Capital Partners, LLC | 5,621 | $330.5K | 0.25% | −811−12.6% | Reduced |
| Adalta Capital Management LLC | 5,625 | $331.5K | 0.20% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 5,627 | $331.6K | 0.34% | −71−1.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,639 | $332.3K | 0.16% | +41+0.7% | Added |
| Horizon Kinetics Asset Management LLC | 5,640 | $332.4K | 0.01% | +5,640 | New |
| Campbell Newman Asset Management Inc | 5,656 | $333.3K | 0.03% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 5,657 | $333.4K | 0.02% | −759−11.8% | Reduced |
| Becker Capital Management Inc | 5,660 | $333.5K | 0.01% | +411+7.8% | Added |
| Oxler Private Wealth LLC | 5,666 | $333.9K | 0.28% | −10,428−64.8% | Reduced |
| Hyperion Partners, LLC | 5,666 | $333.9K | 0.26% | −305−5.1% | Reduced |
| Traynor Capital Management, Inc. | 5,685 | $335.0K | 0.04% | −226−3.8% | Reduced |
| Berkshire Bank | 5,687 | $335.1K | 0.09% | +460+8.8% | Added |
| Financial Partners Group, Inc | 5,694 | $335.5K | 0.06% | +36+0.6% | Added |