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, Q1 2022
Institutional positions in Coca Cola Co as of Mar 31, 2022. 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
- 2,769
- +63 vs. Q4 2021
- Shares held
- 3.00B
- +12.4M (+0.4%) vs. Q4 2021
- Total value
- $185.9B
- +$9.09B (+5.1%) vs. Q4 2021
- New holders
- 180
- 1,086 more added
- Sold out
- 117
- 1,066 more reduced
31 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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, Q1 2022
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 11 | $1.00K | 0.04% | −2−15.4% | Reduced |
| O'Dell Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Old North State Trust, LLC | 19 | $1.19K | 0.95% | −18,819−99.9% | Reduced |
| Simon Quick Advisors, LLC | 39 | $2.00K | 0.00% | −343−89.8% | Reduced |
| Cribstone Capital Management, LLC | 34 | $2.00K | 0.00% | −10−22.7% | Reduced |
| Win Advisors, Inc | 38 | $2.00K | 0.00% | +38 | New |
| RPg Family Wealth Advisory, LLC | 39 | $2.44K | 0.00% | +39 | New |
| Core Wealth Advisors, Inc. | 45 | $3.00K | 0.00% | −600−93.0% | Reduced |
| West Bancorporation Inc | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 51 | $3.00K | 0.00% | +51 | New |
| Turim 21 Investimentos Ltda. | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 59 | $4.00K | 0.00% | +4+7.3% | Added |
| USA Financial Portformulas Corp | 79 | $5.00K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 88 | $5.00K | 0.00% | +88 | New |
| Hoese & Co LLP | 100 | $6.00K | 0.01% | −800−88.9% | Reduced |
| Lake Point Wealth Management | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 89 | $6.00K | 0.00% | −2−2.2% | Reduced |
| Insight Financial Services | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 115 | $7.00K | 0.00% | +115 | New |
| Corbenic Partners LLC | 126 | $8.00K | 0.00% | −52−29.2% | Reduced |
| Cedar Mountain Advisors, LLC | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 137 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 143 | $8.00K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 124 | $8.00K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 141 | $9.00K | 0.00% | −31−18.0% | Reduced |
| First Quadrant L P | 185 | $11.0K | 0.06% | +16+9.5% | Added |
| Baldrige Asset Management LLC | 177 | $11.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 190 | $12.0K | 0.01% | −120−38.7% | Reduced |
| Marquette Asset Management, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zeit Capital LLC | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 199 | $12.0K | 0.01% | +199 | New |
| CKW Financial Group | 201 | $13.0K | 0.00% | +1+0.5% | Added |
| Cedar Wealth Management, LLC | 260 | $16.0K | 0.01% | −17−6.1% | Reduced |
| Your Advocates Ltd., LLP | 258 | $16.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 270 | $17.0K | 0.02% | −217−44.6% | Reduced |
| Professional Financial Advisors, LLC | 276 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 300 | $19.0K | 0.01% | −1,500−83.3% | Reduced |
| JCIC Asset Management Inc. | 303 | $19.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 312 | $19.0K | 0.01% | +1+0.3% | Added |
| Carolina Wealth Advisors, LLC | 306 | $19.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 328 | $20.0K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 356 | $22.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 367 | $22.8K | 0.01% | +367 | New |
| James Investment Research Inc | 381 | $24.0K | 0.00% | +56+17.2% | Added |
| Dougherty Wealth Advisers LLC | 400 | $25.0K | 0.04% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 400 | $25.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 408 | $25.0K | 0.01% | +25+6.5% | Added |
| John W. Brooker & Co., CPAs | 414 | $26.0K | 0.01% | −200−32.6% | Reduced |
| Alaethes Wealth LLC | 420 | $26.0K | 0.02% | −50−10.6% | Reduced |
| Avion Wealth | 412 | $26.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 448 | $27.0K | 0.00% | +22+5.2% | Added |
| Nauset Wealth Management. LLC | 438 | $27.0K | 0.02% | +438 | New |
| WFA Asset Management Corp | 468 | $29.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 477 | $30.0K | 0.01% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 500 | $31.0K | 0.01% | −141,292−99.6% | Reduced |
| Horan Securities, Inc. | 537 | $33.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 541 | $34.0K | 0.02% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 550 | $34.1K | 0.02% | +550 | New |
| Hillsdale Investment Management Inc. | 560 | $35.0K | 0.00% | +560 | New |
| Goodwin Investment Advisory | 577 | $36.0K | 0.02% | +268+86.7% | Added |
| Retirement Group, LLC | 599 | $37.0K | 0.01% | +56+10.3% | Added |
| Rational Advisors LLC | 590 | $37.0K | 0.00% | +590 | New |
| Bellwether Advisors, LLC | 624 | $38.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 628 | $39.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 630 | $39.0K | 0.06% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 656 | $40.0K | 0.04% | 00.0% | Unchanged |
| Steward Financial Group LLC | 668 | $41.0K | 0.04% | +651+3,829.4% | Added |
| San Luis Wealth Advisors LLC | 700 | $41.0K | 0.02% | +700 | New |
| Alaska Permanent Fund Corp | 672 | $42.0K | 0.00% | +672 | New |
| Riggs Asset Managment Co. Inc. | 700 | $43.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 697 | $43.0K | 0.05% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 698 | $44.0K | 0.02% | −57−7.5% | Reduced |
| MBM Wealth Consultants, LLC | 731 | $45.0K | 0.02% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,871,158 | $46.0K | 0.20% | +2,824,766+6,088.9% | Added |
| Sawyer & Company, Inc | 749 | $46.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 749 | $46.0K | 0.01% | +36+5.0% | Added |
| Alpha Paradigm Partners, LLC | 756 | $47.0K | 0.02% | −1,295−63.1% | Reduced |
| West Financial Advisors, LLC | 750 | $47.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 760 | $47.0K | 0.04% | +40+5.6% | Added |
| Lloyd Advisory Services, LLC. | 784 | $49.0K | 0.02% | −830−51.4% | Reduced |
| HBC Financial Services, PLLC | 760 | $49.0K | 0.04% | −198−20.7% | Reduced |
| McCarthy Asset Management, Inc. | 790 | $49.0K | 0.03% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 798 | $49.0K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 800 | $50.0K | 0.00% | −300−27.3% | Reduced |
| Crewe Advisors LLC | 800 | $50.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 820 | $51.0K | 0.03% | 00.0% | Unchanged |
| Claremont Financial Group, Inc. | 809 | $51.0K | 0.22% | +809 | New |
| HighMark Wealth Management LLC | 855 | $53.0K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 866 | $53.7K | 0.02% | −87−9.1% | Reduced |
| Tortoise Investment Management, LLC | 884 | $55.0K | 0.01% | +266+43.0% | Added |
| Monolith Advisors | 947 | $56.0K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 905 | $56.0K | 0.02% | 00.0% | Unchanged |