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 |
|---|---|---|---|---|---|
| Avidian Wealth Solutions, LLC | 27,263 | $1.69M | 0.11% | +1,943+7.7% | Added |
| American Trust | 27,271 | $1.69M | 0.11% | +23,135+559.4% | Added |
| Front Row Advisors LLC | 27,161 | $1.70M | 0.68% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 27,352 | $1.70M | 1.09% | +1,035+3.9% | Added |
| Eagle Global Advisors LLC | 27,643 | $1.71M | 0.11% | 00.0% | Unchanged |
| First Foundation Advisors | 27,704 | $1.72M | 0.06% | −377−1.3% | Reduced |
| Clarkston Capital Partners, LLC | 27,744 | $1.72M | 0.03% | +5,129+22.7% | Added |
| AIMZ Investment Advisors, LLC | 27,830 | $1.73M | 0.71% | −1,067−3.7% | Reduced |
| Kovack Advisors, Inc. | 28,031 | $1.74M | 0.18% | +737+2.7% | Added |
| Fundamentun, LLC | 28,117 | $1.74M | 0.29% | +3,159+12.7% | Added |
| Providence Wealth Advisors, LLC | 27,765 | $1.75M | 1.12% | +165+0.6% | Added |
| Beck Mack & Oliver LLC | 28,243 | $1.75M | 0.04% | −5,197−15.5% | Reduced |
| Veracity Capital LLC | 28,243 | $1.75M | 0.73% | +2,518+9.8% | Added |
| Heritage Financial Services, LLC | 28,248 | $1.75M | 1.14% | +7,469+35.9% | Added |
| Worth Asset Management, LLC | 27,144 | $1.75M | 1.14% | +27,144 | New |
| Meridian Management Co | 28,336 | $1.76M | 0.56% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 28,377 | $1.76M | 0.08% | +1,314+4.9% | Added |
| Flagship Harbor Advisors, LLC | 28,391 | $1.76M | 0.17% | −368−1.3% | Reduced |
| Marshall Financial Group LLC | 28,419 | $1.76M | 0.72% | −465−1.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 28,516 | $1.77M | 0.51% | +2,463+9.5% | Added |
| Consolidated Planning Corp | 28,678 | $1.78M | 1.23% | −3,790−11.7% | Reduced |
| Barings LLC | 28,704 | $1.78M | 0.05% | −11,308−28.3% | Reduced |
| Banco de Sabadell, S.A | 28,798 | $1.78M | 1.03% | +1,464+5.4% | Added |
| Arrow Financial Corp | 28,803 | $1.79M | 0.21% | −168−0.6% | Reduced |
| Mairs & Power Inc | 28,888 | $1.79M | 0.02% | +26+0.1% | Added |
| Stillwater Investment Management, LLC | 28,960 | $1.80M | 0.45% | +1,235+4.5% | Added |
| Paradigm Financial Partners, LLC | 28,708 | $1.81M | 0.40% | −3,910−12.0% | Reduced |
| Blackhawk Capital Partners LLC. | 29,309 | $1.82M | 1.23% | −3,266−10.0% | Reduced |
| AMP Capital Investors Ltd | 29,300 | $1.82M | 0.08% | +29,300 | New |
| Ridgecrest Wealth Partners, LLC | 29,343 | $1.82M | 1.15% | 00.0% | Unchanged |
| Compton Capital Management Inc | 29,402 | $1.82M | 0.51% | −25−0.1% | Reduced |
| Cobblestone Capital Advisors LLC | 29,469 | $1.83M | 0.12% | −695−2.3% | Reduced |
| Insight Wealth Strategies, LLC | 29,619 | $1.84M | 0.27% | +3,297+12.5% | Added |
| United Community Bank | 29,637 | $1.84M | 1.84% | +832+2.9% | Added |
| Donoghue Forlines LLC | 29,664 | $1.84M | 0.40% | +9,103+44.3% | Added |
| Mayflower Financial Advisors, LLC | 29,740 | $1.84M | 0.25% | +192+0.6% | Added |
| Adirondack Trust Co | 29,737 | $1.84M | 0.87% | +2,598+9.6% | Added |
| Penobscot Investment Management Company, Inc. | 29,853 | $1.85M | 0.27% | −380−1.3% | Reduced |
| Silverlake Wealth Management LLC | 29,897 | $1.85M | 1.06% | −21−0.1% | Reduced |
| Vident Investment Advisory, LLC | 29,922 | $1.85M | 0.05% | +1,170+4.1% | Added |
| Financial Advocates Investment Management | 29,905 | $1.85M | 0.12% | −521−1.7% | Reduced |
| Aull & Monroe Investment Management Corp | 29,941 | $1.86M | 0.84% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 30,022 | $1.86M | 0.10% | +510+1.7% | Added |
| Main Street Financial Solutions, LLC | 30,044 | $1.86M | 0.27% | −3,107−9.4% | Reduced |
| ICW Investment Advisors LLC | 30,075 | $1.86M | 1.07% | +92+0.3% | Added |
| Bridges Investment Management Inc | 30,147 | $1.87M | 0.06% | −1,458−4.6% | Reduced |
| LVM Capital Management Ltd | 30,209 | $1.87M | 0.25% | +1,162+4.0% | Added |
| Highlander Capital Management, LLC | 30,230 | $1.87M | 0.88% | 00.0% | Unchanged |
| Sepio Capital, LP | 30,274 | $1.88M | 0.16% | −531−1.7% | Reduced |
| First Personal Financial Services | 30,313 | $1.88M | 0.44% | −675−2.2% | Reduced |
| North Star Asset Management Inc | 30,341 | $1.88M | 0.10% | +100+0.3% | Added |
| Triangle Securities Wealth Management | 30,404 | $1.89M | 0.63% | −1,246−3.9% | Reduced |
| Eclectic Associates Inc | 30,420 | $1.89M | 1.20% | +2,737+9.9% | Added |
| Beaumont Financial Partners, LLC | 30,453 | $1.89M | 0.14% | −181−0.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 30,491 | $1.89M | 0.16% | −2,752−8.3% | Reduced |
| Orion Portfolio Solutions, LLC | 30,489 | $1.89M | 0.07% | −1,487−4.7% | Reduced |
| TCM Advisors, LLC | – | $1.89M | 1.76% | – | – |
| Certified Advisory Corp | 30,539 | $1.89M | 0.40% | 00.0% | Unchanged |
| Bonness Enterprises Inc | 30,600 | $1.90M | 0.87% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 30,663 | $1.90M | 0.69% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 30,681 | $1.90M | 0.08% | +2,411+8.5% | Added |
| Sequoia Financial Advisors, LLC | 30,686 | $1.90M | 0.05% | −11,518−27.3% | Reduced |
| Arete Wealth Advisors, LLC | 30,768 | $1.91M | 0.16% | +910+3.0% | Added |
| Coastal Bridge Advisors, LLC | 30,786 | $1.91M | 0.44% | 00.0% | Unchanged |
| Bessemer Securities LLC | 30,822 | $1.91M | 0.56% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 36,298 | $1.91M | 0.19% | −549−1.5% | Reduced |
| CVA Family Office, LLC | 30,931 | $1.92M | 0.46% | +990+3.3% | Added |
| Meridian Wealth Management, LLC | 30,989 | $1.92M | 0.21% | +1,149+3.9% | Added |
| Summit Financial, LLC | 30,913 | $1.93M | 0.15% | +4,202+15.7% | Added |
| Quadrant Capital Group LLC | 31,144 | $1.93M | 0.23% | +2,495+8.7% | Added |
| Silver Lake Advisory, LLC | 31,211 | $1.94M | 0.92% | −10,926−25.9% | Reduced |
| ARGI Investment Services, LLC | 31,238 | $1.94M | 0.06% | −374−1.2% | Reduced |
| Roberts Glore & Co Inc | 31,242 | $1.94M | 0.56% | −247−0.8% | Reduced |
| Convergence Investment Partners, LLC | 31,240 | $1.94M | 1.00% | +716+2.3% | Added |
| LBMC Investment Advisors, LLC | 31,264 | $1.94M | 0.17% | −310−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 31,262 | $1.94M | 0.67% | +99+0.3% | Added |
| Chicago Trust Co NA | 31,266 | $1.94M | 0.42% | +450+1.5% | Added |
| BKD Wealth Advisors, LLC | 31,404 | $1.95M | 0.08% | +2,412+8.3% | Added |
| Prestige Wealth Management Group LLC | 31,449 | $1.95M | 0.48% | +20,237+180.5% | Added |
| Boltwood Capital Management | 31,516 | $1.95M | 0.75% | −459−1.4% | Reduced |
| Hodges Capital Management Inc. | 31,601 | $1.96M | 0.16% | −1,190−3.6% | Reduced |
| South Street Advisors LLC | 31,630 | $1.96M | 0.37% | −250−0.8% | Reduced |
| Capital Asset Advisory Services LLC | 31,400 | $1.96M | 0.21% | +7,753+32.8% | Added |
| Dohj, LLC | 31,657 | $1.96M | 0.94% | −194−0.6% | Reduced |
| Keating Investment Counselors Inc | 31,686 | $1.97M | 0.84% | −19,935−38.6% | Reduced |
| GSB Wealth Management, LLC | 31,774 | $1.97M | 0.57% | +312+1.0% | Added |
| Dana Investment Advisors, Inc. | 31,859 | $1.98M | 0.09% | −76−0.2% | Reduced |
| Cohen Investment Advisors LLC | 31,889 | $1.98M | 1.47% | +183+0.6% | Added |
| FDx Advisors, Inc. | 31,935 | $1.98M | 0.07% | −6,481−16.9% | Reduced |
| Aevitas Wealth Management, Inc. | 31,952 | $1.98M | 1.21% | +189+0.6% | Added |
| Perpetual Investment Management Ltd | 32,038 | $1.99M | 0.25% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 32,166 | $1.99M | 0.02% | −78,109−70.8% | Reduced |
| Accurate Wealth Management, LLC | 32,167 | $1.99M | 0.89% | +19,601+156.0% | Added |
| Clarius Group, LLC | 33,686 | $2.00M | 0.16% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 32,182 | $2.00M | 0.74% | −664−2.0% | Reduced |
| Aigen Investment Management, LP | 32,201 | $2.00M | 0.34% | −191,101−85.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 31,329 | $2.00M | 0.94% | +148+0.5% | Added |
| Sentry Investment Management LLC | 32,264 | $2.00M | 0.64% | −4,948−13.3% | Reduced |
| Holderness Investments Co | 32,271 | $2.00M | 0.67% | −528−1.6% | Reduced |
| Mather Group, LLC. | 32,298 | $2.00M | 0.04% | +32,298 | New |