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
- 2,999
- +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
- 1,154 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 |
|---|---|---|---|---|---|
| Fiducient Advisors LLC | 6,551 | $386.1K | 0.07% | +13+0.2% | Added |
| Invenio Wealth Partners LLC | 6,553 | $386.2K | 0.28% | +587+9.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,580 | $387.8K | 0.17% | +1,465+28.6% | Added |
| KKM Financial LLC | 6,589 | $388.3K | 0.24% | +6,589 | New |
| Mezzasalma Advisors, LLC | 6,600 | $388.9K | 0.21% | +35+0.5% | Added |
| Seven Springs Wealth Group, LLC | 6,614 | $389.8K | 0.18% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 6,612 | $390.0K | 0.05% | −288−4.2% | Reduced |
| Options Solutions, LLC | 6,623 | $390.3K | 0.42% | −11,424−63.3% | Reduced |
| Vista Wealth Management Group, LLC | 6,623 | $390.3K | 0.03% | −359−5.1% | Reduced |
| Wallace Advisory Group, LLC | 6,976 | $390.5K | 0.31% | −110−1.6% | Reduced |
| Armbruster Capital Management, Inc. | 6,628 | $390.6K | 0.09% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 6,655 | $392.2K | 0.28% | +6,655 | New |
| BKM Wealth Management, LLC | 6,659 | $392.4K | 0.17% | +6,659 | New |
| Prentiss Smith & Co Inc | 6,661 | $392.5K | 0.29% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6,674 | $393.3K | 0.18% | +466+7.5% | Added |
| Sollinda Capital Management LLC | 6,684 | $393.9K | 0.11% | +6,684 | New |
| X-Square Capital, LLC | 6,688 | $394.0K | 0.22% | −642−8.8% | Reduced |
| Wambolt & Associates, LLC | 6,689 | $394.2K | 0.13% | −604−8.3% | Reduced |
| Sym Financial Corp | 6,693 | $394.4K | 0.06% | +417+6.6% | Added |
| Consolidated Portfolio Review Corp | 6,710 | $395.4K | 0.09% | −830−11.0% | Reduced |
| Trust Co | 6,717 | $395.8K | 0.05% | −462−6.4% | Reduced |
| ML & R Wealth Management LLC | 6,723 | $396.2K | 0.09% | −23−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 6,679 | $396.5K | 0.08% | +250+3.9% | Added |
| Parisi Gray Wealth Management | 6,744 | $397.4K | 0.16% | −57−0.8% | Reduced |
| Wealth Architects, LLC | 6,754 | $398.0K | 0.06% | +12+0.2% | Added |
| Aviance Capital Partners, LLC | 6,770 | $399.0K | 0.09% | −1,895−21.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,771 | $399.1K | 0.03% | −337−4.7% | Reduced |
| Paulson Wealth Management Inc. | 6,773 | $399.1K | 0.13% | +253+3.9% | Added |
| Borer Denton & Associates, Inc. | 6,782 | $399.7K | 0.15% | 00.0% | Unchanged |
| TLWM | 6,787 | $400.0K | 0.09% | −100−1.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 6,793 | $400.3K | 0.12% | +6,793 | New |
| Sippican Capital Advisors | 6,799 | $400.7K | 0.31% | +1,400+25.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 6,806 | $401.1K | 0.03% | +6,806 | New |
| Verus Capital Partners, LLC | 6,807 | $401.1K | 0.05% | +892+15.1% | Added |
| Provident Wealth Management, LLC | 6,817 | $401.7K | 0.18% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 6,828 | $402.4K | 0.26% | +58+0.9% | Added |
| Delta Investment Management, LLC | 6,831 | $402.6K | 0.10% | +10+0.1% | Added |
| American Financial & Tax Strategies Inc | 6,844 | $403.3K | 0.23% | +6,844 | New |
| West Michigan Advisors, LLC | 6,851 | $403.7K | 0.15% | −7,556−52.4% | Reduced |
| Lakeridge Wealth Management LLC | 6,860 | $404.3K | 0.29% | +6,860 | New |
| WealthPLAN Partners, LLC | 6,863 | $404.4K | 0.04% | +109+1.6% | Added |
| SeaBridge Investment Advisors LLC | 6,882 | $405.6K | 0.12% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 6,906 | $407.0K | 0.20% | +104+1.5% | Added |
| KWMG, LLC | 6,906 | $407.0K | 0.05% | −136−1.9% | Reduced |
| Archetype Wealth Partners | 6,903 | $407.0K | 0.07% | −41−0.6% | Reduced |
| Sentry LLC | 6,933 | $408.6K | 0.09% | +9+0.1% | Added |
| apricus wealth, LLC | 6,937 | $408.8K | 0.31% | +6,937 | New |
| M. Kraus & Co | 6,940 | $409.0K | 0.13% | −50−0.7% | Reduced |
| Cascade Investment Group, Inc. | 6,957 | $410.0K | 0.33% | +71+1.0% | Added |
| Patrick M Sweeney & Associates, Inc | 6,963 | $410.3K | 0.38% | +6,963 | New |
| Sivia Capital Partners, LLC | 6,965 | $410.5K | 0.31% | +6,965 | New |
| KC Investment Advisors, LLC | 6,972 | $410.9K | 0.25% | −721−9.4% | Reduced |
| SNS Financial Group, LLC | 6,986 | $411.7K | 0.05% | −57−0.8% | Reduced |
| D'Orazio & Associates, Inc. | 7,012 | $413.2K | 0.07% | +1,759+33.5% | Added |
| Wealth Alliance Advisory Group, LLC | 7,021 | $413.7K | 0.11% | +308+4.6% | Added |
| Schear Investment Advisers, LLC | 7,023 | $413.9K | 0.40% | +35+0.5% | Added |
| Norwood Financial Corp | 7,035 | $414.6K | 0.63% | −200−2.8% | Reduced |
| Spears Abacus Advisors LLC | 7,036 | $414.6K | 0.03% | +761+12.1% | Added |
| Gibson Capital, LLC | 7,038 | $414.7K | 0.10% | −70−1.0% | Reduced |
| Global Financial Private Client, LLC | 7,042 | $415.0K | 0.19% | −510−6.8% | Reduced |
| Morris Financial Concepts, Inc. | 7,047 | $415.3K | 0.24% | +52+0.7% | Added |
| Ullmann Financial Group, Inc. | 7,058 | $416.0K | 0.07% | −88−1.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,063 | $416.2K | 0.09% | −96−1.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,075 | $416.9K | 0.03% | +91+1.3% | Added |
| Vision Capital Management, Inc. | 7,088 | $417.7K | 0.07% | +7,088 | New |
| Redwood Investment Management, LLC | 7,100 | $418.0K | 0.04% | −4,115−36.7% | Reduced |
| BEAM Asset Management, LLC | 7,097 | $418.2K | 0.27% | +47+0.7% | Added |
| Beta Wealth Group, Inc. | 7,112 | $419.1K | 0.22% | +110+1.6% | Added |
| Garrison Asset Management, LLC | 7,123 | $419.8K | 0.23% | −139−1.9% | Reduced |
| Strategic Financial Services, Inc, | 7,124 | $419.8K | 0.03% | −245−3.3% | Reduced |
| AFS Financial Group, LLC | 7,148 | $421.2K | 0.40% | −9,596−57.3% | Reduced |
| Lockerman Financial Group, Inc. | 7,160 | $421.9K | 0.98% | −153−2.1% | Reduced |
| RW Investment Management LLC | 7,172 | $422.6K | 0.06% | −200−2.7% | Reduced |
| Ssi Investment Management LLC | 7,193 | $423.9K | 0.03% | −25−0.3% | Reduced |
| 1858 Wealth Management, LLC | 7,198 | $424.2K | 0.40% | +7,198 | New |
| Kapstone Financial Advisors LLC | 7,177 | $424.6K | 0.33% | −307−4.1% | Reduced |
| E Fund Management Co., Ltd. | 7,236 | $426.4K | 0.03% | +1,162+19.1% | Added |
| Teamwork Financial Advisors, LLC | 7,249 | $427.2K | 0.07% | −5,294−42.2% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 7,250 | $427.2K | 0.09% | +2,835+64.2% | Added |
| Beacon Investment Advisory Services, Inc. | 7,264 | $428.1K | 0.02% | +1,114+18.1% | Added |
| Mattern Wealth Management LLC | 7,278 | $428.9K | 0.11% | −1,263−14.8% | Reduced |
| First National Bank | 7,278 | $428.9K | 0.34% | −220−2.9% | Reduced |
| Ellenbecker Investment Group | 7,293 | $429.0K | 0.10% | +3,032+71.2% | Added |
| Chesapeake Asset Management LLC | 7,286 | $429.4K | 0.38% | −882−10.8% | Reduced |
| Hollow Brook Wealth Management LLC | 7,289 | $429.5K | 0.17% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 7,299 | $430.1K | 0.13% | +5+0.1% | Added |
| Davis Investment Partners, LLC | 7,202 | $430.4K | 0.21% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7,306 | $430.5K | 0.08% | −346−4.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7,319 | $431.3K | 2.49% | −4,450−37.8% | Reduced |
| Abel Hall, LLC | 7,339 | $432.5K | 0.37% | +7,339 | New |
| Doheny Asset Management | 7,373 | $434.0K | 0.43% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 7,368 | $434.2K | 0.15% | +354+5.0% | Added |
| ELCO Management Co., LLC | 7,370 | $434.3K | 0.29% | −10.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 7,383 | $435.0K | 0.34% | +118+1.6% | Added |
| Northside Capital Management, LLC | 7,395 | $435.8K | 0.14% | +27+0.4% | Added |
| Tarbox Family Office, Inc. | 7,397 | $435.9K | 0.08% | −2,372−24.3% | Reduced |
| Cooper/Haims Advisors, LLC | 7,405 | $436.3K | 0.25% | −88−1.2% | Reduced |
| Charter Oak Capital Management, LLC | 7,422 | $437.4K | 0.05% | +20+0.3% | Added |
| Revolve Wealth Partners, LLC | 7,429 | $437.8K | 0.08% | +93+1.3% | Added |
| Marotta Asset Management | 7,433 | $438.0K | 0.09% | −10−0.1% | Reduced |