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 |
|---|---|---|---|---|---|
| Country Trust Bank | 5,709 | $336.5K | 0.01% | +3,322+139.2% | Added |
| Pure Financial Advisors, Inc. | 5,710 | $336.5K | 0.01% | +765+15.5% | Added |
| Rosenbaum Jay D. | 5,715 | $336.8K | 0.87% | −9,550−62.6% | Reduced |
| Florida Financial Advisors, LLC | 5,718 | $337.0K | 0.31% | +5,718 | New |
| SYSTM Wealth Solutions LLC | 5,721 | $337.2K | 0.05% | +1,093+23.6% | Added |
| Fernwood Investment Management, LLC | 5,773 | $340.2K | 0.11% | −411−6.6% | Reduced |
| Rakuten Securities, Inc. | 5,784 | $340.9K | 0.27% | +5,784 | New |
| MayTech Global Investments, LLC | 5,790 | $341.2K | 0.07% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 5,790 | $341.2K | 0.07% | +2,081+56.1% | Added |
| Summit Financial Wealth Advisors, LLC | 5,796 | $341.6K | 0.08% | +1,422+32.5% | Added |
| Viewpoint Capital Management LLC | 5,805 | $342.1K | 0.24% | −45−0.8% | Reduced |
| Orleans Capital Management Corp | 5,819 | $342.9K | 0.23% | −50−0.9% | Reduced |
| James J. Burns & Company, LLC | 5,838 | $343.0K | 0.08% | +5,838 | New |
| KLCM Advisors, Inc. | 5,822 | $343.1K | 0.05% | +74+1.3% | Added |
| Bill Few Associates, Inc. | 5,827 | $343.4K | 0.16% | +118+2.1% | Added |
| Redhawk Wealth Advisors, Inc. | 5,829 | $343.5K | 0.07% | −9,155−61.1% | Reduced |
| Valley National Advisers Inc | 5,851 | $344.0K | 0.05% | +1,493+34.3% | Added |
| Signal Advisors Wealth, LLC | 5,860 | $345.3K | 0.12% | +5,860 | New |
| Power Wealth Management LLC | 5,867 | $345.7K | 0.25% | +5,867 | New |
| Marietta Wealth Management, LLC | 5,868 | $345.8K | 0.06% | +5,868 | New |
| Kaydan Wealth Management, Inc. | 5,880 | $346.5K | 0.14% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 5,887 | $346.9K | 0.30% | +232+4.1% | Added |
| TriaGen Wealth Management LLC | 5,890 | $347.1K | 0.17% | +10+0.2% | Added |
| New England Capital Financial Advisors LLC | 5,906 | $348.0K | 0.21% | +24+0.4% | Added |
| Cornercap Investment Counsel Inc | 5,907 | $348.1K | 0.06% | −208−3.4% | Reduced |
| Websterrogers Financial Advisors, LLC | 5,917 | $348.7K | 0.15% | +133+2.3% | Added |
| LaSalle St. Investment Advisors, LLC | 5,929 | $349.4K | 0.23% | +287+5.1% | Added |
| Brightwater Advisory LLC | 5,933 | $349.6K | 0.30% | +5,933 | New |
| Central Valley Advisors, LLC | 5,941 | $350.1K | 0.21% | +5,941 | New |
| Private Capital Management LLC | 5,947 | $350.5K | 0.08% | +1,498+33.7% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,950 | $350.7K | 0.35% | +222+3.9% | Added |
| Wealth Management Associates, Inc. | 5,958 | $351.1K | 0.19% | +156+2.7% | Added |
| Fortis Group Advisors, LLC | 5,692 | $351.1K | 0.09% | +317+5.9% | Added |
| Provence Wealth Management Group | 5,960 | $351.2K | 0.19% | +817+15.9% | Added |
| First Citizens Financial Corp | 5,965 | $351.5K | 0.23% | −140−2.3% | Reduced |
| Garrett Investment Advisors LLC | 5,998 | $353.4K | 0.05% | −3,097−34.1% | Reduced |
| Objective Capital Management, LLC | 6,005 | $353.9K | 0.27% | −262−4.2% | Reduced |
| Quantum Financial Advisors, LLC | 6,008 | $354.1K | 0.09% | −2,842−32.1% | Reduced |
| Global Trust Asset Management, LLC | 6,008 | $354.1K | 0.16% | −754−11.2% | Reduced |
| JJJ Advisors Inc. | 6,009 | $354.1K | 0.09% | −634−9.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,025 | $355.1K | 0.04% | +49+0.8% | Added |
| Global X Japan Co., Ltd. | 6,027 | $355.2K | 0.20% | +6,027 | New |
| Lokken Investment Group LLC | 6,038 | $355.8K | 0.20% | −169−2.7% | Reduced |
| West Oak Capital, LLC | 5,892 | $356.0K | 0.17% | −400−6.4% | Reduced |
| Rosenberg Matthew Hamilton | 6,064 | $357.4K | 0.11% | −282−4.4% | Reduced |
| Optas, LLC | 6,095 | $359.2K | 0.11% | +553+10.0% | Added |
| Annex Advisory Services, LLC | 6,100 | $359.5K | 0.02% | −2,604−29.9% | Reduced |
| Arbor Investment Advisors, LLC | 6,101 | $359.5K | 0.06% | +602+10.9% | Added |
| Bruce G. Allen Investments, LLC | 6,103 | $359.6K | 0.33% | +6,103 | New |
| FSA Wealth Management LLC | 6,118 | $361.0K | 0.17% | −1,373−18.3% | Reduced |
| Latitude Advisors, LLC | 6,129 | $361.2K | 0.25% | −265−4.1% | Reduced |
| Klingman & Associates, LLC | 6,135 | $361.5K | 0.03% | −225−3.5% | Reduced |
| Solidarilty Wealth, LLC | 6,139 | $361.8K | 0.13% | −4,164−40.4% | Reduced |
| Washington Trust Bank | 6,139 | $361.8K | 0.03% | +337+5.8% | Added |
| Avaii Wealth Management, LLC | 6,145 | $362.1K | 0.24% | +239+4.0% | Added |
| Pacific Center for Financial Services | 6,148 | $362.3K | 0.11% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 6,156 | $362.8K | 0.09% | +6,156 | New |
| Carlson Capital Management | 6,173 | $363.8K | 0.02% | −761−11.0% | Reduced |
| Shufro Rose & Co LLC | 6,500 | $363.9K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 6,175 | $363.9K | 0.21% | −60−1.0% | Reduced |
| Institute for Wealth Management, LLC. | 6,178 | $364.1K | 0.06% | −611−9.0% | Reduced |
| Univest Financial Corp | 6,182 | $364.3K | 0.11% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6,183 | $364.4K | 0.06% | +940+17.9% | Added |
| Kozak & Associates, Inc. | 6,076 | $364.5K | 0.12% | −3,846−38.8% | Reduced |
| Finivi Inc. | 6,191 | $364.9K | 0.36% | +6,191 | New |
| Archford Capital Strategies, LLC | 6,192 | $364.9K | 0.07% | −8,133−56.8% | Reduced |
| Oak Asset Management, LLC | 6,208 | $365.8K | 0.15% | −525−7.8% | Reduced |
| Sepio Capital, LP | 6,235 | $367.4K | 0.03% | −10,468−62.7% | Reduced |
| Clean Yield Group | 6,243 | $367.9K | 0.15% | 00.0% | Unchanged |
| Oceanside Advisors LLC | 6,244 | $368.0K | 0.32% | +6,244 | New |
| Wescott Financial Advisory Group, LLC | 6,264 | $369.2K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,275 | $369.8K | 0.24% | −630−9.1% | Reduced |
| Aurora Private Wealth, Inc. | 6,283 | $370.0K | 0.35% | −135−2.1% | Reduced |
| Cary Street Partners Asset Management LLC | 6,280 | $370.1K | 0.06% | +18+0.3% | Added |
| Roof Eidam & Maycock | 6,285 | $370.4K | 0.11% | +189+3.1% | Added |
| Gould Asset Management LLC | 6,311 | $371.9K | 0.10% | −1,405−18.2% | Reduced |
| First Interstate Bank | 6,342 | $373.7K | 0.03% | +69+1.1% | Added |
| Eqis Capital Management, Inc. | 6,351 | $374.3K | 0.03% | −92−1.4% | Reduced |
| Johnson Bixby & Associates, LLC | 6,355 | $374.5K | 0.07% | 00.0% | Unchanged |
| Camden National Bank | 6,357 | $374.6K | 0.07% | −150−2.3% | Reduced |
| Peoples Bank | 6,367 | $375.2K | 0.22% | −676−9.6% | Reduced |
| Tiemann Investment Advisors, LLC | 6,367 | $375.2K | 0.18% | −295−4.4% | Reduced |
| Herold Advisors, Inc. | 6,418 | $378.3K | 0.10% | −587−8.4% | Reduced |
| AXS Investments LLC | 6,424 | $378.6K | 0.09% | −804−11.1% | Reduced |
| Landaas & Co | 6,443 | $380.0K | 0.14% | +111+1.8% | Added |
| J. L. Bainbridge & Co., Inc. | 6,462 | $380.8K | 0.05% | +200+3.2% | Added |
| 3Chopt Investment Partners, LLC | 6,462 | $380.8K | 0.14% | +6,462 | New |
| New Republic Capital, LLC | 6,484 | $382.1K | 0.27% | +1,257+24.0% | Added |
| Beverly Hills Private Wealth, LLC | 6,484 | $382.1K | 0.10% | −46−0.7% | Reduced |
| Howard Financial Services, Ltd. | 6,493 | $382.6K | 0.07% | +380+6.2% | Added |
| Sterneck Capital Management, LLC | 6,500 | $383.0K | 0.24% | −5−0.1% | Reduced |
| Fulcrum Capital LLC | 6,500 | $383.0K | 0.10% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 6,520 | $384.2K | 0.02% | −165−2.5% | Reduced |
| Granite Investment Partners, LLC | 6,529 | $384.8K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 6,536 | $385.2K | 0.17% | −963−12.8% | Reduced |
| Clarity Financial LLC | 6,543 | $385.6K | 0.07% | −616−8.6% | Reduced |
| Insight Folios Inc | 6,543 | $385.6K | 0.17% | −59−0.9% | Reduced |
| Girard Partners Ltd. | 6,544 | $385.7K | 0.04% | −330−4.8% | Reduced |
| Cornerstone Advisory, LLC | 6,545 | $385.7K | 0.06% | +1,065+19.4% | Added |
| Dillon & Associates Inc | 6,547 | $386.0K | 0.07% | +84+1.3% | Added |