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
- 2,768
- +62 vs. Q4 2021
- Shares held
- 3.00B
- +12.3M (+0.4%) vs. Q4 2021
- Total value
- $185.9B
- +$9.09B (+5.1%) vs. Q4 2021
- New holders
- 179
- 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 | 3,583 | $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, 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 |
|---|---|---|---|---|---|
| SBK Financial, Inc. | 14,000 | $868.0K | 0.87% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 14,004 | $868.0K | 0.14% | +3,314+31.0% | Added |
| TD Ameritrade Investment Management, LLC | 14,011 | $869.0K | 0.01% | +888+6.8% | Added |
| Lester Murray Antman dba SimplyRich | 14,052 | $871.0K | 0.30% | +1,584+12.7% | Added |
| Private Portfolio Partners LLC | 14,062 | $871.9K | 0.22% | −336−2.3% | Reduced |
| Ogorek Anthony Joseph | 14,076 | $872.0K | 0.36% | +12,205+652.3% | Added |
| Quadrant Private Wealth Management, LLC | 14,034 | $876.0K | 0.33% | −2,286−14.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 14,135 | $876.0K | 0.20% | +4,825+51.8% | Added |
| JT Stratford LLC | 14,177 | $879.0K | 0.26% | −326−2.2% | Reduced |
| Selective Wealth Management, Inc. | 14,196 | $880.0K | 0.32% | −1,000−6.6% | Reduced |
| RMB Capital Management, LLC | 14,192 | $880.0K | 0.03% | −313−2.2% | Reduced |
| Glen Eagle Advisors, LLC | 14,206 | $880.8K | 0.23% | −50−0.4% | Reduced |
| Hoertkorn Richard Charles | 14,204 | $881.0K | 0.39% | −400−2.7% | Reduced |
| Monument Capital Management | 14,233 | $882.0K | 0.29% | +1,855+15.0% | Added |
| First Financial Bank - Trust Division | 14,233 | $883.0K | 0.09% | −858−5.7% | Reduced |
| TrinityPoint Wealth, LLC | 14,274 | $885.0K | 0.16% | −41,398−74.4% | Reduced |
| America First Investment Advisors, LLC | 14,277 | $885.0K | 0.26% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 13,614 | $886.0K | 0.50% | +13,614 | New |
| First National Bank of South Miami | 14,306 | $887.0K | 0.54% | +37+0.3% | Added |
| American National Insurance Co | 14,315 | $888.0K | 0.24% | −8,505−37.3% | Reduced |
| CRA Financial Services, LLC | 14,327 | $888.0K | 0.27% | −653−4.4% | Reduced |
| First Hawaiian Bank | 14,344 | $889.0K | 0.03% | −388−2.6% | Reduced |
| Sierra Capital LLC | 14,407 | $893.0K | 0.14% | +10+0.1% | Added |
| LexAurum Advisors, LLC | 14,406 | $893.0K | 0.29% | +166+1.2% | Added |
| Hirtle Callaghan & Co LLC | 14,430 | $895.0K | 0.04% | −952−6.2% | Reduced |
| SkyView Investment Advisors, LLC | 14,153 | $895.0K | 0.21% | +1,628+13.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,824 | $895.0K | 0.62% | −161−1.2% | Reduced |
| Dakota Wealth Management | 14,465 | $896.0K | 0.07% | +2,829+24.3% | Added |
| Kovitz Investment Group Partners, LLC | 14,464 | $897.0K | 0.02% | −1,943−11.8% | Reduced |
| Burns Matteson Capital Management, LLC | 14,468 | $897.0K | 0.62% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 14,480 | $898.0K | 0.13% | 00.0% | Unchanged |
| Constitution Capital LLC | 14,478 | $898.0K | 0.49% | +1,300+9.9% | Added |
| Fulton Breakefield Broenniman LLC | 14,540 | $901.0K | 0.08% | −365−2.4% | Reduced |
| Saybrook Capital | 14,565 | $903.0K | 0.24% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 17,121 | $906.0K | 0.17% | +1,334+8.4% | Added |
| Ballast, Inc. | 14,626 | $906.0K | 0.35% | +216+1.5% | Added |
| Sterling Investment Advisors, Ltd. | 14,717 | $912.0K | 0.26% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 14,721 | $913.0K | 0.16% | −12,289−45.5% | Reduced |
| Peak Asset Management, LLC | 14,732 | $913.0K | 0.21% | −1,025−6.5% | Reduced |
| Palumbo Wealth Management LLC | 14,723 | $913.0K | 0.59% | +232+1.6% | Added |
| Echo Street Capital Management LLC | 14,763 | $915.0K | 0.01% | −34,074−69.8% | Reduced |
| Verity Asset Management, Inc. | 14,748 | $916.0K | 0.58% | −219−1.5% | Reduced |
| Kingfisher Capital LLC | 14,806 | $918.0K | 0.24% | −46−0.3% | Reduced |
| Stableford Capital II LLC | 14,483 | $919.0K | 0.39% | −1,454−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 14,850 | $921.0K | 0.09% | −8,200−35.6% | Reduced |
| American Financial Advisors, LLC | 14,957 | $927.0K | 0.13% | 00.0% | Unchanged |
| Monetary Management Group Inc | 14,975 | $928.0K | 0.25% | +1,500+11.1% | Added |
| Renasant Bank | 14,996 | $930.0K | 0.63% | −7,975−34.7% | Reduced |
| Baldwin Investment Management, LLC | 15,000 | $930.0K | 0.26% | −400−2.6% | Reduced |
| Sterling Investment Counsel, LLC | 15,012 | $930.0K | 0.63% | −151−1.0% | Reduced |
| Morse Asset Management, Inc | 15,000 | $930.0K | 0.23% | 00.0% | Unchanged |
| Estabrook Capital Management | 15,017 | $931.1K | 0.14% | +76+0.5% | Added |
| Keel Point, LLC | 15,044 | $933.0K | 0.14% | +4,216+38.9% | Added |
| ACT Advisors, LLC. | 15,085 | $935.0K | 0.60% | −442−2.8% | Reduced |
| Carlson Capital Management | 15,088 | $935.0K | 0.08% | +1,436+10.5% | Added |
| Atlas Private Wealth Advisors | 15,138 | $939.0K | 0.42% | +254+1.7% | Added |
| Lifeworks Advisors, LLC | 15,325 | $950.0K | 0.63% | −13,336−46.5% | Reduced |
| ASB Consultores, LLC | 15,322 | $950.0K | 0.40% | +1,086+7.6% | Added |
| JGP Wealth Management, LLC | 14,895 | $951.0K | 0.18% | −11,640−43.9% | Reduced |
| Chemistry Wealth Management LLC | 15,340 | $951.0K | 0.33% | +10,275+202.9% | Added |
| Klingenstein Fields & Co LP | 15,394 | $954.0K | 0.04% | −945−5.8% | Reduced |
| Oxler Private Wealth LLC | 15,412 | $955.0K | 0.43% | 00.0% | Unchanged |
| First Financial Corp | 15,435 | $957.0K | 0.58% | −85−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 15,486 | $960.0K | 0.10% | +320+2.1% | Added |
| Delphia (USA) Inc. | 15,508 | $962.0K | 0.72% | +3,538+29.6% | Added |
| Lindbrook Capital, LLC | 15,538 | $963.0K | 0.15% | −672−4.1% | Reduced |
| Stone Point Wealth LLC | 15,355 | $964.0K | 0.54% | +15,355 | New |
| Security National Bank of Sioux City Iowa | 15,602 | $967.0K | 0.72% | −3,220−17.1% | Reduced |
| Wintrust Investments LLC | 15,593 | $967.0K | 0.09% | +175+1.1% | Added |
| Ledge Wealth Management, Inc. | 15,606 | $968.0K | 0.60% | +15,606 | New |
| Family Management Corp | 15,681 | $972.0K | 0.27% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 15,690 | $973.0K | 0.08% | +810+5.4% | Added |
| CFO4Life Group, LLC | 15,759 | $977.0K | 0.21% | +664+4.4% | Added |
| Spreng Capital Management, Inc. | 15,769 | $978.0K | 0.60% | −2,644−14.4% | Reduced |
| Versor Investments LP | 15,806 | $980.0K | 0.04% | −7,994−33.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15,835 | $982.0K | 0.05% | −1,068−6.3% | Reduced |
| Marathon Capital Management | 15,845 | $982.0K | 0.28% | +35+0.2% | Added |
| EagleClaw Capital Managment, LLC | 15,904 | $986.0K | 0.23% | −250−1.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 15,925 | $987.0K | 0.41% | −11,085−41.0% | Reduced |
| LS Investment Advisors, LLC | 15,920 | $987.0K | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,018 | $993.0K | 0.63% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 16,099 | $998.0K | 0.21% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 15,439 | $1.00M | 0.04% | +1,439+10.3% | Added |
| Fieldpoint Private Securities, LLC | 16,275 | $1.01M | 0.21% | −631−3.7% | Reduced |
| Avestar Capital, LLC | 16,186 | $1.01M | 0.19% | +1,431+9.7% | Added |
| Ledyard National Bank | 16,317 | $1.01M | 0.10% | −1,901−10.4% | Reduced |
| Bray Capital Advisors | 16,322 | $1.01M | 0.26% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 16,274 | $1.02M | 0.03% | +3,616+28.6% | Added |
| Rosenbaum Jay D. | 16,442 | $1.02M | 1.61% | +366+2.3% | Added |
| Summit Place Financial Advisors, LLC | 16,457 | $1.02M | 0.68% | −1,928−10.5% | Reduced |
| Twinbeech Capital LP | 16,471 | $1.02M | 0.04% | −48,367−74.6% | Reduced |
| Keebeck Wealth Management, LLC | 16,360 | $1.02M | 0.17% | 00.0% | Unchanged |
| SFMG, LLC | 16,508 | $1.02M | 0.10% | −160−1.0% | Reduced |
| Mainstay Capital Management LLC | 16,566 | $1.03M | 0.19% | −225−1.3% | Reduced |
| Diversified Portfolios, Inc. | 16,585 | $1.03M | 0.25% | −5,045−23.3% | Reduced |
| EverSource Wealth Advisors, LLC | 16,619 | $1.03M | 0.26% | +4,838+41.1% | Added |
| Golden Green, Inc. | 16,609 | $1.03M | 0.85% | +16,609 | New |
| Bell Rock Capital LLC | 16,027 | $1.03M | 0.97% | −4,436−21.7% | Reduced |
| Corton Capital Inc. | 16,806 | $1.04M | 0.45% | −4,900−22.6% | Reduced |
| Autus Asset Management, LLC | 16,870 | $1.05M | 0.16% | −75−0.4% | Reduced |