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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| GTS Securities LLC | 182,473 | $10.8M | 0.23% | +103,593+131.3% | Added |
| Citizens Financial Group Inc | 182,432 | $10.8M | 0.37% | +720.0% | Added |
| Bard Financial Services, Inc. | 181,891 | $10.7M | 1.20% | +3,435+1.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 181,275 | $10.7M | 0.42% | +11,498+6.8% | Added |
| Connors Investor Services Inc | 180,693 | $10.6M | 1.20% | +42,642+30.9% | Added |
| Lido Advisors, LLC | 180,600 | $10.6M | 0.11% | +12,933+7.7% | Added |
| Rockland Trust Co | 179,907 | $10.6M | 0.58% | +4,831+2.8% | Added |
| Grand Jean Capital Management Inc | 179,452 | $10.6M | 3.16% | −4,151−2.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 179,413 | $10.6M | 0.23% | +39,739+28.5% | Added |
| Infusive Asset Management Inc. | 178,996 | $10.5M | 4.78% | +24,475+15.8% | Added |
| Tower Bridge Advisors | 178,912 | $10.5M | 0.91% | −5,783−3.1% | Reduced |
| William Blair Investment Management, LLC | 176,559 | $10.4M | 0.03% | −13,774−7.2% | Reduced |
| Massachusetts Financial Services Co | 176,447 | $10.4M | 0.00% | −1,449−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 174,060 | $10.3M | 0.31% | +39,613+29.5% | Added |
| Marble Harbor Investment Counsel, LLC | 173,726 | $10.2M | 1.26% | −2,250−1.3% | Reduced |
| Oppenheimer & Co Inc | 173,553 | $10.2M | 0.19% | +7,879+4.8% | Added |
| Patten & Patten Inc | 173,462 | $10.2M | 0.84% | +39,348+29.3% | Added |
| Ar Asset Management Inc | 172,730 | $10.2M | 2.67% | +600+0.3% | Added |
| Kanawha Capital Management LLC | 172,542 | $10.2M | 0.93% | −7,611−4.2% | Reduced |
| Systematic Alpha Investments, LLC | 172,300 | $10.2M | 0.46% | 00.0% | Unchanged |
| Greenleaf Trust | 171,852 | $10.1M | 0.11% | +40,518+30.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 170,920 | $10.1M | 2.22% | +291+0.2% | Added |
| Hilton Capital Management, LLC | 170,738 | $10.1M | 1.08% | −471−0.3% | Reduced |
| Griffin Asset Management, Inc. | 170,504 | $10.0M | 1.27% | −2,521−1.5% | Reduced |
| InterOcean Capital Group, LLC | 169,806 | $10.0M | 0.27% | +138,485+442.1% | Added |
| Logan Capital Management Inc | 168,665 | $9.94M | 0.46% | −10,423−5.8% | Reduced |
| Bell Asset Management Ltd | 167,987 | $9.90M | 1.51% | −630−0.4% | Reduced |
| Westfield Capital Management Co LP | 167,638 | $9.88M | 0.06% | +20,453+13.9% | Added |
| Greatmark Investment Partners, Inc. | 167,297 | $9.86M | 1.54% | +3,675+2.2% | Added |
| KMG Fiduciary Partners, LLC | 165,838 | $9.77M | 1.14% | +4,191+2.6% | Added |
| Quantinno Capital Management LP | 165,481 | $9.75M | 0.34% | +112,439+212.0% | Added |
| Regent Peak Wealth Advisors LLC | 165,173 | $9.73M | 2.64% | +1,027+0.6% | Added |
| Morgan Dempsey Capital Management LLC | 162,091 | $9.55M | 2.93% | −9,209−5.4% | Reduced |
| Howe & Rusling Inc | 161,661 | $9.53M | 1.01% | −5,070−3.0% | Reduced |
| Armstrong Henry H Associates Inc | 161,268 | $9.50M | 1.01% | −6,500−3.9% | Reduced |
| Twin Tree Management, LP | 160,253 | $9.44M | 0.17% | +160,253 | New |
| Hudson Bay Capital Management LP | 160,217 | $9.44M | 0.08% | +160,217 | New |
| E. Ohman J:or Asset Management AB | 159,200 | $9.38M | 0.34% | −28,800−15.3% | Reduced |
| Metropolitan Life Insurance Co | 158,385 | $9.33M | 0.44% | −2,640−1.6% | Reduced |
| Loomis Sayles & Co L P | 157,392 | $9.28M | 0.01% | +77,914+98.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 156,930 | $9.25M | 2.54% | +12,806+8.9% | Added |
| Shelton Capital Management | 156,579 | $9.23M | 0.29% | +23,214+17.4% | Added |
| Sowell Financial Services LLC | 155,903 | $9.19M | 0.50% | +6,900+4.6% | Added |
| First Horizon Advisors, Inc. | 155,506 | $9.16M | 0.30% | −4,480−2.8% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 154,070 | $9.08M | 1.85% | −1,770−1.1% | Reduced |
| Norinchukin Bank, The | 153,993 | $9.07M | 0.21% | −21,448−12.2% | Reduced |
| First American Trust, FSB | 153,781 | $9.06M | 1.12% | −20,639−11.8% | Reduced |
| Generate Investment Management Ltd | 153,340 | $9.04M | 0.78% | +153,340 | New |
| Massmutual Trust Co FSB | 152,795 | $9.00M | 0.30% | +13,069+9.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 151,773 | $8.94M | 0.28% | +11,722+8.4% | Added |
| Burney Co | 150,259 | $8.85M | 0.37% | +119,411+387.1% | Added |
| American Assets Investment Management, LLC | 150,060 | $8.84M | 0.91% | 00.0% | Unchanged |
| Alps Advisors Inc | 149,763 | $8.83M | 0.07% | −8,291−5.2% | Reduced |
| Laurion Capital Management LP | 148,108 | $8.73M | 0.31% | −155,329−51.2% | Reduced |
| Socorro Asset Management LP | 147,498 | $8.69M | 3.84% | +1,079+0.7% | Added |
| Longbow Finance SA | 147,386 | $8.69M | 0.88% | −133,714−47.6% | Reduced |
| ABN AMRO Bank N.V. | 145,254 | $8.60M | 0.14% | +27,889+23.8% | Added |
| Berkshire Asset Management LLC | 145,884 | $8.60M | 0.49% | −894−0.6% | Reduced |
| Arkadios Wealth Advisors | 145,461 | $8.57M | 0.72% | +11,738+8.8% | Added |
| Squarepoint Ops LLC | 144,376 | $8.51M | 0.03% | −425,815−74.7% | Reduced |
| Aurora Investment Managers, LLC. | 314,451 | $8.49M | 6.46% | +9,851+3.2% | Added |
| Adams Diversified Equity Fund, Inc. | 144,000 | $8.49M | 0.33% | −21,700−13.1% | Reduced |
| Voloridge Investment Management, LLC | 143,990 | $8.49M | 0.03% | −3,388,663−95.9% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 159,000 | $8.48M | 1.26% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 143,641 | $8.46M | 0.69% | +7,946+5.9% | Added |
| Montag & Caldwell, LLC | 143,560 | $8.46M | 1.48% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 143,433 | $8.45M | 0.94% | −913−0.6% | Reduced |
| United Capital Financial Advisers, LLC | 142,972 | $8.43M | 0.07% | −2,255−1.6% | Reduced |
| Nicholas Company, Inc. | 142,940 | $8.42M | 0.15% | −350.0% | Reduced |
| National Asset Management, Inc. | 142,545 | $8.40M | 0.23% | −11,992−7.8% | Reduced |
| Guyasuta Investment Advisors Inc | 142,383 | $8.39M | 0.61% | −750−0.5% | Reduced |
| Achmea Investment Management B.V. | 141,661 | $8.35M | 0.17% | +12,126+9.4% | Added |
| Founders Capital Management, LLC | 141,259 | $8.32M | 1.71% | −1,466−1.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 141,100 | $8.32M | 0.63% | −43,877−23.7% | Reduced |
| Alberta Investment Management Corp | 140,100 | $8.26M | 0.08% | −70,300−33.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 139,659 | $8.23M | 2.40% | −2,873−2.0% | Reduced |
| Spire Wealth Management | 137,523 | $8.23M | 0.28% | +11,402+9.0% | Added |
| Kingsview Wealth Management, LLC | 139,368 | $8.21M | 0.25% | +21,030+17.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 138,623 | $8.17M | 0.57% | −2,651−1.9% | Reduced |
| Bellecapital International Ltd. | 138,411 | $8.16M | 1.85% | −2,185−1.6% | Reduced |
| Wealthspire Advisors, LLC | 138,300 | $8.15M | 0.12% | −8,389−5.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 138,236 | $8.15M | 1.53% | +647+0.5% | Added |
| Sky Investment Group LLC | 138,111 | $8.14M | 1.72% | +94+0.1% | Added |
| Simmons Bank | 137,593 | $8.11M | 0.66% | −6,222−4.3% | Reduced |
| Vinva Investment Management Ltd | 137,818 | $8.10M | 0.56% | +22,375+19.4% | Added |
| Exchange Traded Concepts, LLC | 136,572 | $8.05M | 0.22% | −26,588−16.3% | Reduced |
| LaFleur & Godfrey LLC | 136,523 | $8.05M | 1.20% | −893−0.6% | Reduced |
| Capital Investment Counsel, Inc | 136,234 | $8.03M | 1.41% | +4,943+3.8% | Added |
| Empirical Finance, LLC | 135,822 | $8.00M | 0.56% | +827+0.6% | Added |
| Sompo Asset Management Co., Ltd. | 135,770 | $8.00M | 1.44% | +52,960+64.0% | Added |
| Jacobs & Co | 135,074 | $7.96M | 0.90% | −624−0.5% | Reduced |
| Advisory Services Network, LLC | 133,929 | $7.89M | 0.19% | −20,774−13.4% | Reduced |
| Atwater Malick LLC | 133,867 | $7.89M | 3.09% | +2,962+2.3% | Added |
| Concurrent Investment Advisors, LLC | 133,491 | $7.87M | 0.37% | +133,491 | New |
| Cyndeo Wealth Partners, LLC | 133,259 | $7.85M | 0.73% | −3,059−2.2% | Reduced |
| Hutner Capital Management Inc | 132,975 | $7.84M | 4.62% | −1,446−1.1% | Reduced |
| Perigon Wealth Management, LLC | 132,863 | $7.83M | 0.26% | +521+0.4% | Added |
| NBT Bank N A | 132,836 | $7.83M | 0.61% | −382−0.3% | Reduced |
| Jarislowsky, Fraser Ltd | 132,804 | $7.83M | 0.05% | +16,483+14.2% | Added |
| Williams Jones Wealth Management, LLC. | 132,059 | $7.78M | 0.11% | −12,526−8.7% | Reduced |