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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 7,443 | $438.6K | 0.14% | −1,000−11.8% | Reduced |
| Arbor Wealth Advisors LLC | 7,447 | $438.9K | 0.45% | +7,447 | New |
| FirstPurpose Wealth LLC | 7,448 | $438.9K | 0.17% | +126+1.7% | Added |
| Front Street Capital Management, Inc. | 7,458 | $439.0K | 0.09% | +36+0.5% | Added |
| FourThought Financial Partners, LLC | 7,451 | $439.1K | 0.06% | −456−5.8% | Reduced |
| Riverbridge Partners LLC | 7,482 | $440.9K | 0.01% | +178+2.4% | Added |
| National Philanthropic Trust | 7,482 | $440.9K | 0.01% | +7,482 | New |
| MEMBERS Trust Co | 7,520 | $441.8K | 0.01% | −90−1.2% | Reduced |
| Pettee Investors, Inc. | 7,516 | $442.9K | 0.20% | −1,166−13.4% | Reduced |
| Liberty Wealth Management LLC | 7,517 | $443.0K | 0.09% | +384+5.4% | Added |
| ForthRight Wealth Management, LLC | 7,521 | $443.2K | 0.17% | +2,863+61.5% | Added |
| Monticello Wealth Management, LLC | 7,567 | $445.9K | 0.04% | −1,445−16.0% | Reduced |
| Pacitti Group Inc. | 7,584 | $446.9K | 0.28% | +8+0.1% | Added |
| Cardiff Park Advisors, LLC | 7,594 | $447.5K | 0.05% | +357+4.9% | Added |
| Hedges Asset Management LLC | 7,600 | $447.9K | 0.35% | 00.0% | Unchanged |
| Knott David M Jr | 7,600 | $448.0K | 0.17% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,623 | $449.2K | 0.10% | −1,097−12.6% | Reduced |
| Advisors Preferred, LLC | 7,534 | $450.7K | 0.07% | −2,908−27.8% | Reduced |
| Mystic Asset Management, Inc. | 7,648 | $450.7K | 0.22% | +1,135+17.4% | Added |
| Fiduciary Family Office, LLC | 7,649 | $450.8K | 0.20% | +7,649 | New |
| Greenspring Advisors, LLC | 7,650 | $450.8K | 0.12% | −427−5.3% | Reduced |
| Financial Advisory Group | 7,694 | $453.4K | 0.09% | +558+7.8% | Added |
| Transatlantique Private Wealth LLC | 7,702 | $453.9K | 0.21% | −895−10.4% | Reduced |
| Five Oceans Advisors | 7,710 | $454.4K | 0.25% | −751−8.9% | Reduced |
| BCJ Capital Management, LLC | 7,722 | $455.1K | 0.04% | +2,876+59.3% | Added |
| Inlet Private Wealth, LLC | 7,736 | $455.9K | 0.14% | −1,500−16.2% | Reduced |
| Kensington Investment Counsel, LLC | 7,740 | $456.1K | 0.24% | −337−4.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,749 | $456.6K | 0.29% | +125+1.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,773 | $458.1K | 0.19% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 7,789 | $459.0K | 0.35% | +100+1.3% | Added |
| Pegasus Partners Ltd. | 7,797 | $459.5K | 0.05% | +233+3.1% | Added |
| Resolute Wealth Strategies, LLC | 7,803 | $459.8K | 0.31% | +39+0.5% | Added |
| Mission Creek Capital Partners, Inc. | 7,855 | $462.9K | 0.12% | −313−3.8% | Reduced |
| Platform Technology Partners | 7,754 | $462.9K | 0.18% | −258−3.2% | Reduced |
| Geller Advisors LLC | 7,858 | $463.1K | 0.05% | 00.0% | Unchanged |
| Apella Capital, LLC | 7,757 | $463.6K | 0.03% | −549−6.6% | Reduced |
| SignalPoint Asset Management, LLC | 7,880 | $464.0K | 0.14% | 00.0% | Unchanged |
| First American Bank | 7,887 | $464.8K | 0.04% | −89−1.1% | Reduced |
| Spirit of America Management Corp | 7,900 | $465.5K | 0.10% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7,930 | $467.3K | 0.08% | +9+0.1% | Added |
| Amplius Wealth Advisors, LLC | 7,933 | $467.5K | 0.06% | +51+0.6% | Added |
| Sage Private Wealth Group, LLC | 7,939 | $467.9K | 0.42% | +19+0.2% | Added |
| Occidental Asset Management, LLC | 7,941 | $468.0K | 0.10% | −415−5.0% | Reduced |
| MJP Associates Inc | 7,944 | $468.2K | 0.12% | −1,534−16.2% | Reduced |
| MUFG Securities EMEA plc | 7,945 | $468.2K | 0.04% | −856,757−99.1% | Reduced |
| Sutton Place Investors LLC | 7,986 | $470.6K | 0.34% | +7,986 | New |
| Canal Capital Management, LLC | 8,001 | $471.5K | 0.09% | +341+4.5% | Added |
| Wealth Dimensions Group, Ltd. | 8,006 | $471.8K | 0.15% | −313−3.8% | Reduced |
| Modern Wealth Management, LLC | 8,067 | $475.4K | 0.06% | +8,067 | New |
| John G Ullman & Associates Inc | 8,081 | $476.2K | 0.08% | +175+2.2% | Added |
| Arvest Trust Co N A | 8,089 | $476.7K | 0.03% | +47+0.6% | Added |
| Almanack Investment Partners, LLC. | 8,109 | $477.9K | 0.09% | +372+4.8% | Added |
| Nadler Financial Group, Inc. | 8,109 | $477.9K | 0.06% | −232−2.8% | Reduced |
| Planning Center, Inc. | 8,114 | $478.2K | 0.11% | +24+0.3% | Added |
| Lazard Freres Gestion S.A.S. | 8,170 | $479.0K | 0.01% | 00.0% | Unchanged |
| Cedrus LLC | 8,154 | $480.6K | 0.30% | −908−10.0% | Reduced |
| Capital Square, LLC | 8,156 | $480.7K | 0.54% | +508+6.6% | Added |
| Kelly Lawrence W & Associates Inc | 8,166 | $481.2K | 0.12% | 00.0% | Unchanged |
| Overbrook Management Corp | 8,180 | $482.0K | 0.10% | +700+9.4% | Added |
| Ellis Investment Partners, LLC | 8,182 | $482.1K | 0.11% | +1,176+16.8% | Added |
| Evermay Wealth Management LLC | 8,190 | $482.6K | 0.09% | −367−4.3% | Reduced |
| 360 Financial, Inc. | 8,198 | $483.1K | 0.21% | −297−3.5% | Reduced |
| Bienville Capital Management, LLC | 8,200 | $483.2K | 0.15% | 00.0% | Unchanged |
| Diversified, LLC | 8,202 | $483.4K | 0.10% | +244+3.1% | Added |
| Terril Brothers, Inc. | 8,221 | $484.5K | 0.17% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 8,234 | $485.3K | 0.10% | −213−2.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,251 | $486.2K | 0.04% | −2,313−21.9% | Reduced |
| Benedetti & Gucer, Inc. | 8,274 | $487.6K | 0.26% | −178−2.1% | Reduced |
| Financial Partners Group, LLC | 8,285 | $488.3K | 0.22% | +196+2.4% | Added |
| Semus Wealth Partners LLC | 8,293 | $488.7K | 0.40% | −108−1.3% | Reduced |
| Yarbrough Capital, LLC | 8,300 | $489.1K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8,302 | $489.3K | 0.17% | +821+11.0% | Added |
| Breakwater Capital Group | 8,217 | $489.5K | 0.14% | +310+3.9% | Added |
| Ifrah Financial Services, Inc. | 8,310 | $489.7K | 0.14% | −114−1.4% | Reduced |
| 180 Wealth Advisors, LLC | 8,205 | $490.8K | 0.10% | +701+9.3% | Added |
| Truvestments Capital LLC | 8,334 | $491.1K | 0.22% | +4,859+139.8% | Added |
| Olistico Wealth, LLC | 8,343 | $491.7K | 0.38% | −103−1.2% | Reduced |
| Strait & Sound Wealth Management LLC | 8,201 | $492.0K | 0.31% | −173−2.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,354 | $492.0K | 0.16% | +554+7.1% | Added |
| Affinity Capital Advisors, LLC | 8,360 | $492.7K | 0.12% | −200−2.3% | Reduced |
| S.A. Mason LLC | 8,368 | $493.1K | 0.33% | +116+1.4% | Added |
| Requisite Capital Management, LLC | 8,376 | $493.6K | 0.12% | +8,376 | New |
| Legacy Wealth Management, LLC | 8,400 | $495.0K | 0.24% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 8,404 | $495.2K | 0.70% | −1,558−15.6% | Reduced |
| Addison Advisors LLC | 8,407 | $495.4K | 0.19% | +33+0.4% | Added |
| Detalus Advisors, LLC | 8,450 | $498.0K | 0.20% | −743−8.1% | Reduced |
| Laraway Financial Inc | 8,459 | $498.5K | 0.47% | −26−0.3% | Reduced |
| Prentice Wealth Management LLC | 8,459 | $498.5K | 0.19% | +161+1.9% | Added |
| Armstrong, Fleming & Moore, Inc | 8,498 | $500.8K | 0.38% | +10.0% | Added |
| Whalerock Point Partners, LLC | 8,512 | $501.6K | 0.16% | +1,365+19.1% | Added |
| Marshall Financial Group LLC | 8,536 | $503.0K | 0.16% | −24,416−74.1% | Reduced |
| Cullen Capital Management LLC | 8,569 | $505.0K | 0.01% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 8,574 | $505.3K | 0.40% | −250−2.8% | Reduced |
| Middleton & Co Inc | 8,575 | $505.3K | 0.06% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 8,579 | $505.6K | 0.58% | +8,579 | New |
| AM Squared Ltd | 8,600 | $506.8K | 1.05% | +600+7.5% | Added |
| Hillsdale Investment Management Inc. | 8,604 | $507.0K | 0.04% | +820+10.5% | Added |
| Sar Wealth Management Group, LLC | 8,607 | $507.2K | 0.51% | +8,607 | New |
| Horst & Graben Wealth Management LLC | 8,609 | $507.3K | 0.11% | +93+1.1% | Added |
| Harbour Trust & Investment Management Co | 8,610 | $507.4K | 0.07% | +8,610 | New |