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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 23,063 | $1.43M | 0.64% | −438−1.9% | Reduced |
| Center for Financial Planning, Inc. | 23,213 | $1.44M | 0.30% | −225−1.0% | Reduced |
| Investment House LLC | 23,235 | $1.44M | 0.11% | −225−1.0% | Reduced |
| West Branch Capital LLC | 23,265 | $1.44M | 0.69% | +84+0.4% | Added |
| Old Point Trust & Financial Services N A | 23,341 | $1.45M | 0.59% | −1,000−4.1% | Reduced |
| Wealthsource Partners, LLC | 23,430 | $1.45M | 0.10% | +663+2.9% | Added |
| O'Brien Greene & Co. Inc | 23,476 | $1.46M | 0.48% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 23,500 | $1.46M | 2.18% | +23,500 | New |
| Blueprint Investment Partners LLC | 23,520 | $1.46M | 0.38% | +9,027+62.3% | Added |
| Sather Financial Group Inc | 23,600 | $1.46M | 0.13% | +23,600 | New |
| Confluence Wealth Services, Inc. | 23,630 | $1.47M | 0.53% | −1,081−4.4% | Reduced |
| Sutton Wealth Advisors Inc. | 23,665 | $1.47M | 0.51% | +443+1.9% | Added |
| Westhampton Capital, LLC | 23,748 | $1.47M | 0.95% | +100+0.4% | Added |
| Whitener Capital Management, Inc. | 23,756 | $1.47M | 0.55% | +1,262+5.6% | Added |
| Coco Enterprises, LLC | 23,657 | $1.47M | 1.16% | +1,248+5.6% | Added |
| Nations Financial Group Inc, | 23,795 | $1.48M | 0.18% | +10,767+82.6% | Added |
| Benin Management CORP | 23,997 | $1.49M | 0.46% | −100−0.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 24,014 | $1.49M | 0.12% | −7,300−23.3% | Reduced |
| Change Path, LLC | 24,024 | $1.49M | 0.08% | −557−2.3% | Reduced |
| Diligent Investors, LLC | 24,030 | $1.49M | 0.43% | −810−3.3% | Reduced |
| Access Financial Services, Inc. | 24,044 | $1.49M | 0.71% | 00.0% | Unchanged |
| Claret Asset Management Corp | 24,048 | $1.49M | 0.29% | +21+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,074 | $1.49M | 0.13% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 23,752 | $1.49M | 0.28% | +23,752 | New |
| Arabesque Asset Management Ltd | 24,089 | $1.49M | 0.52% | +24,089 | New |
| Credential Qtrade Securities Inc. | 24,097 | $1.49M | 0.09% | +858+3.7% | Added |
| BOK Financial Private Wealth, Inc. | 24,342 | $1.51M | 0.11% | +2,113+9.5% | Added |
| Novare Capital Management LLC | 24,376 | $1.51M | 0.16% | +5,552+29.5% | Added |
| Taylor Hoffman Wealth Management | 24,394 | $1.51M | 0.61% | +50.0% | Added |
| Budros, Ruhlin & Roe, Inc. | 24,425 | $1.51M | 0.16% | −153−0.6% | Reduced |
| Navalign, LLC | 23,110 | $1.51M | 0.64% | −1,007−4.2% | Reduced |
| Terry L. Blaker | 24,483 | $1.52M | 0.12% | +219+0.9% | Added |
| Security National Bank of So Dak | 24,535 | $1.52M | 1.06% | +319+1.3% | Added |
| Segment Wealth Management, LLC | 24,548 | $1.52M | 0.16% | +1,310+5.6% | Added |
| McDonald Partners LLC | 24,614 | $1.53M | 0.33% | +24,587+91,063.0% | Added |
| Smith Anglin Financial, LLC | 24,724 | $1.53M | 0.36% | +285+1.2% | Added |
| Old Port Advisors | 24,395 | $1.53M | 0.52% | −28−0.1% | Reduced |
| Citizens & Northern Corp | 24,757 | $1.53M | 0.57% | −758−3.0% | Reduced |
| Stiles Financial Services Inc | 24,796 | $1.54M | 0.77% | +2,131+9.4% | Added |
| CoreFirst Bank & Trust | 24,817 | $1.54M | 1.05% | −101−0.4% | Reduced |
| NorthRock Partners, LLC | 24,857 | $1.54M | 0.14% | −423−1.7% | Reduced |
| Blue Fin Capital, Inc. | 24,870 | $1.54M | 0.45% | +71+0.3% | Added |
| Nwam LLC | 24,891 | $1.54M | 0.12% | +7,351+41.9% | Added |
| Zeke Capital Advisors, LLC | 24,883 | $1.54M | 0.08% | +24,883 | New |
| Bridgeworth, LLC | 24,959 | $1.55M | 0.36% | −5,819−18.9% | Reduced |
| Brave Asset Management Inc | 24,985 | $1.55M | 0.53% | +2,948+13.4% | Added |
| Smithfield Trust Co | 24,976 | $1.55M | 0.10% | −919−3.5% | Reduced |
| Barbara Oil Co. | 25,000 | $1.55M | 0.71% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 25,018 | $1.55M | 0.27% | +218+0.9% | Added |
| Jmac Enterprises LLC | 25,079 | $1.55M | 0.37% | +73+0.3% | Added |
| Home Federal Bank of Tennessee | 25,088 | $1.55M | 0.53% | −80.0% | Reduced |
| Widmann Financial Services, Inc. | 25,104 | $1.56M | 1.38% | −46−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25,126 | $1.56M | 0.28% | +4,341+20.9% | Added |
| Wealthcare Advisory Partners LLC | 25,249 | $1.56M | 0.10% | +1,466+6.2% | Added |
| Fort, L.P. | 25,263 | $1.57M | 0.59% | −2,284−8.3% | Reduced |
| Keystone Financial Group | 25,271 | $1.57M | 0.27% | +567+2.3% | Added |
| Capital Fund Management S.A. | 25,283 | $1.57M | 0.04% | −66,450−72.4% | Reduced |
| Goepper Burkhardt LLC | 25,321 | $1.57M | 0.95% | +980+4.0% | Added |
| Legacy Financial Advisors, Inc. | 25,330 | $1.57M | 0.35% | +1,277+5.3% | Added |
| Sculati Wealth Management, LLC | 25,369 | $1.57M | 0.77% | +1,068+4.4% | Added |
| Hudock, Inc. | 25,408 | $1.57M | 0.44% | −3,878−13.2% | Reduced |
| Karpas Strategies, LLC | 25,424 | $1.58M | 0.50% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 25,469 | $1.58M | 0.56% | 00.0% | Unchanged |
| Davis R M Inc | 25,524 | $1.58M | 0.04% | +2,634+11.5% | Added |
| Meridian Wealth Advisors, LLC | 25,538 | $1.58M | 0.37% | +2,994+13.3% | Added |
| Accretive Wealth Partners, LLC | 25,574 | $1.59M | 1.00% | +2,171+9.3% | Added |
| Marks Group Wealth Management, Inc | 25,580 | $1.59M | 0.20% | +6,057+31.0% | Added |
| WESPAC Advisors, LLC | 25,715 | $1.59M | 1.73% | +25,715 | New |
| Mitchell McLeod Pugh & Williams Inc | 25,721 | $1.59M | 0.54% | −76−0.3% | Reduced |
| AlphaCrest Capital Management LLC | 25,761 | $1.60M | 0.09% | −31,158−54.7% | Reduced |
| Spinnaker Trust | 25,771 | $1.60M | 0.11% | +2,217+9.4% | Added |
| Motley Fool Wealth Management, LLC | 25,890 | $1.60M | 0.08% | −173−0.7% | Reduced |
| Wolff Wiese Magana LLC | 25,921 | $1.61M | 1.08% | +819+3.3% | Added |
| Dodge & Cox | 25,940 | $1.61M | 0.00% | 00.0% | Unchanged |
| Courier Capital LLC | 26,024 | $1.61M | 0.16% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 26,119 | $1.62M | 0.89% | +26,119 | New |
| Atlas Brown,Inc. | 26,147 | $1.62M | 0.66% | −137−0.5% | Reduced |
| Tevis Investment Management | 26,137 | $1.62M | 1.47% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 26,213 | $1.63M | 0.22% | −496−1.9% | Reduced |
| Webster Bank, N. A. | 26,294 | $1.63M | 0.19% | −170−0.6% | Reduced |
| Intrust Bank NA | 26,380 | $1.64M | 0.21% | −1,747−6.2% | Reduced |
| NTB Financial Corp | 26,404 | $1.64M | 1.17% | −925−3.4% | Reduced |
| Radnor Capital Management, LLC | 26,407 | $1.64M | 0.41% | −100−0.4% | Reduced |
| Waddell & Associates, LLC | 26,438 | $1.64M | 0.26% | −33−0.1% | Reduced |
| Winch Advisory Services, LLC | 26,475 | $1.64M | 0.57% | −467−1.7% | Reduced |
| Washington Trust Co | 26,489 | $1.64M | 0.06% | +67+0.3% | Added |
| High Net Worth Advisory Group LLC | 26,524 | $1.64M | 0.60% | −288−1.1% | Reduced |
| Grove Bank & Trust | 26,600 | $1.65M | 0.32% | −914−3.3% | Reduced |
| McMahon Financial Advisors, LLC | 26,739 | $1.65M | 0.53% | +26,739 | New |
| Fiera Capital Corp | 26,782 | $1.66M | 0.00% | +16,651+164.4% | Added |
| Rehmann Capital Advisory Group | 26,802 | $1.66M | 0.16% | +620+2.4% | Added |
| CFM Wealth Partners LLC | 26,835 | $1.66M | 0.40% | +1,036+4.0% | Added |
| BTR Capital Management Inc | 26,940 | $1.67M | 0.21% | −520−1.9% | Reduced |
| Argent Advisors, Inc. | 27,031 | $1.68M | 0.90% | +1,917+7.6% | Added |
| Strategic Blueprint, LLC | 27,040 | $1.68M | 0.20% | +7,383+37.6% | Added |
| Court Place Advisors, LLC | 27,118 | $1.68M | 0.54% | 00.0% | Unchanged |
| WBH Advisory Inc | 25,438 | $1.68M | 0.21% | −1,630−6.0% | Reduced |
| Financial Architects, Inc | 27,173 | $1.69M | 0.24% | +2,752+11.3% | Added |
| Abbrea Capital, LLC | 27,015 | $1.69M | 0.24% | +280+1.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 27,234 | $1.69M | 0.08% | +11,825+76.7% | Added |