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 |
|---|---|---|---|---|---|
| LeJeune Puetz Investment Counsel LLC | 32,363 | $2.01M | 0.70% | +90+0.3% | Added |
| InterOcean Capital Group, LLC | 32,448 | $2.01M | 0.09% | +454+1.4% | Added |
| Forum Financial Management, LP | 32,532 | $2.02M | 0.10% | +4,211+14.9% | Added |
| Symmetry Partners, LLC | 32,556 | $2.02M | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 32,554 | $2.02M | 0.12% | −881−2.6% | Reduced |
| Deane Retirement Strategies, Inc. | 32,129 | $2.02M | 1.12% | +32,129 | New |
| Rothschild Investment Corp | 32,618 | $2.02M | 0.16% | −150−0.5% | Reduced |
| Pictet & Cie (Europe) SA | 32,820 | $2.04M | 0.08% | +4,270+15.0% | Added |
| SWS Partners | 32,823 | $2.04M | 1.33% | +19+0.1% | Added |
| WoodTrust Financial Corp | 32,888 | $2.04M | 0.41% | +4,700+16.7% | Added |
| Fund Management at Engine No. 1 LLC | 32,909 | $2.04M | 0.51% | +32,909 | New |
| Fruth Investment Management | 33,077 | $2.05M | 0.57% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 33,098 | $2.05M | 0.55% | −346−1.0% | Reduced |
| Foster Dykema Cabot & Co Inc | 33,111 | $2.05M | 0.25% | −6,186−15.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 33,109 | $2.05M | 0.03% | −4,583−12.2% | Reduced |
| Brighton Jones LLC | 33,117 | $2.05M | 0.10% | +2,654+8.7% | Added |
| Smith Shellnut Wilson LLC | 33,200 | $2.06M | 1.08% | −10.0% | Reduced |
| Exeter Financial, LLC | 33,207 | $2.06M | 1.12% | +333+1.0% | Added |
| Shoker Investment Counsel, Inc. | 33,343 | $2.07M | 1.03% | +371+1.1% | Added |
| Northeast Financial Consultants Inc | 33,346 | $2.07M | 0.12% | +2,779+9.1% | Added |
| Peoples Financial Services Corp. | 33,375 | $2.07M | 0.89% | +329+1.0% | Added |
| Mission Wealth Management, LP | 33,388 | $2.07M | 0.10% | +198+0.6% | Added |
| Independent Solutions Wealth Management, LLC | 33,584 | $2.08M | 0.53% | +4,354+14.9% | Added |
| Manchester Capital Management LLC | 33,606 | $2.08M | 0.30% | +1,579+4.9% | Added |
| Boston Financial Mangement LLC | 33,616 | $2.08M | 0.08% | +3,646+12.2% | Added |
| Curbstone Financial Management Corp | 33,782 | $2.09M | 0.39% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 33,800 | $2.10M | 0.70% | +16,800+98.8% | Added |
| Laurion Capital Management LP | 33,837 | $2.10M | 0.05% | +33,837 | New |
| TBH Global Asset Management, LLC | 33,865 | $2.10M | 0.45% | −120.0% | Reduced |
| Thompson Investment Management, Inc. | 34,038 | $2.11M | 0.31% | −447−1.3% | Reduced |
| American National Registered Investment Advisor, Inc. | 34,174 | $2.12M | 0.76% | −940−2.7% | Reduced |
| Inscription Capital, LLC | 33,985 | $2.12M | 0.61% | −295−0.9% | Reduced |
| CX Institutional | 34,296 | $2.13M | 0.17% | −46,818−57.7% | Reduced |
| First National Trust Co | 34,478 | $2.14M | 0.11% | +75+0.2% | Added |
| Smith, Moore & Co. | 34,480 | $2.14M | 0.29% | +1,632+5.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 34,584 | $2.14M | 0.13% | +90.0% | Added |
| Bowen Hanes & Co Inc | 34,593 | $2.15M | 0.06% | +743+2.2% | Added |
| M. Kulyk & Associates, LLC | 34,659 | $2.15M | 0.59% | −686−1.9% | Reduced |
| BSW Wealth Partners | 34,708 | $2.15M | 0.54% | −69−0.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 34,747 | $2.15M | 0.25% | −779−2.2% | Reduced |
| Founders Financial Securities LLC | 35,069 | $2.17M | 0.39% | +1,252+3.7% | Added |
| Independence Bank of Kentucky | 35,153 | $2.18M | 0.86% | +638+1.8% | Added |
| Summit X, LLC | 35,249 | $2.18M | 0.54% | +147+0.4% | Added |
| Excalibur Management Corp | 35,208 | $2.18M | 0.95% | −6,630−15.8% | Reduced |
| Magnolia Capital Advisors LLC | 35,223 | $2.18M | 0.86% | −887−2.5% | Reduced |
| Burney Co | 35,237 | $2.19M | 0.10% | +78+0.2% | Added |
| Bremer Bank National Association | 35,357 | $2.19M | 0.36% | −18,752−34.7% | Reduced |
| SeaCrest Wealth Management, LLC | 35,649 | $2.21M | 0.25% | +150+0.4% | Added |
| AIA Group Ltd | 35,715 | $2.21M | 0.10% | +10,630+42.4% | Added |
| YorkBridge Wealth Partners, LLC | 35,790 | $2.22M | 0.49% | −430−1.2% | Reduced |
| Arbor Capital Management Inc | 35,702 | $2.22M | 1.71% | −10,795−23.2% | Reduced |
| Avitas Wealth Management LLC | 35,818 | $2.22M | 0.40% | +35,818 | New |
| Element Capital Management LLC | 35,878 | $2.22M | 1.11% | +35,878 | New |
| Walker Financial Services, Inc. | 35,946 | $2.23M | 2.05% | +35,946 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,042 | $2.23M | 0.53% | +11,426+46.4% | Added |
| Stokes Family Office, LLC | 36,104 | $2.24M | 0.30% | −233−0.6% | Reduced |
| Ritholtz Wealth Management | 36,103 | $2.24M | 0.15% | +8,369+30.2% | Added |
| Kavar Capital Partners Group, LLC | 36,149 | $2.24M | 0.48% | −948−2.6% | Reduced |
| Regatta Capital Group, LLC | 36,232 | $2.25M | 0.77% | −94−0.3% | Reduced |
| Roosevelt Investment Group LLC | 36,257 | $2.25M | 0.13% | +1,687+4.9% | Added |
| Papp L Roy & Associates | 36,488 | $2.26M | 0.28% | −10.0% | Reduced |
| Intrua Financial, LLC | 36,573 | $2.27M | 0.41% | −4,695−11.4% | Reduced |
| Capital Analysts, LLC | 36,592 | $2.27M | 0.14% | −646−1.7% | Reduced |
| Hightower 6M Holding, LLC | 36,608 | $2.27M | 0.17% | +36,608 | New |
| Janney Capital Management LLC | 36,764 | $2.28M | 0.16% | +2,256+6.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 36,803 | $2.28M | 1.03% | +457+1.3% | Added |
| Quantitative Investment Management, LLC | 36,853 | $2.28M | 0.25% | −168,302−82.0% | Reduced |
| Eisler Capital (UK) Ltd. | 36,867 | $2.29M | 0.17% | +36,867 | New |
| First Business Financial Services, Inc. | 36,904 | $2.29M | 0.25% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 36,600 | $2.29M | 0.18% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 35,511 | $2.29M | 0.27% | +961+2.8% | Added |
| Weiss Asset Management LP | 36,955 | $2.29M | 0.05% | +36,955 | New |
| Northstar Group, Inc. | 36,969 | $2.29M | 0.55% | −100−0.3% | Reduced |
| Gifford Fong Associates | 37,000 | $2.29M | 0.42% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 37,065 | $2.30M | 1.38% | −565−1.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 37,090 | $2.30M | 1.46% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 37,128 | $2.30M | 0.19% | +37+0.1% | Added |
| Tectonic Advisors LLC | 37,286 | $2.31M | 0.40% | +3,066+9.0% | Added |
| Sompo Asset Management Co., Ltd. | 37,320 | $2.31M | 0.50% | +5,110+15.9% | Added |
| Capital Investment Advisory Services, LLC | 37,465 | $2.32M | 0.25% | +1,695+4.7% | Added |
| Fisher Asset Management, LLC | 37,551 | $2.33M | 0.00% | −9,199−19.7% | Reduced |
| Marino, Stram & Associates LLC | 37,561 | $2.33M | 0.73% | +211+0.6% | Added |
| Private Capital Group, LLC | 37,332 | $2.33M | 0.53% | −237−0.6% | Reduced |
| Sandhill Capital Partners LLC | 37,610 | $2.33M | 0.20% | +3,266+9.5% | Added |
| TCG Advisory Services, LLC | 37,649 | $2.33M | 0.64% | −3,654−8.8% | Reduced |
| Sawtooth Solutions, LLC | 37,761 | $2.34M | 0.29% | −10,123−21.1% | Reduced |
| Verdence Capital Advisors LLC | 38,031 | $2.36M | 0.27% | −3,051−7.4% | Reduced |
| Bowling Portfolio Management LLC | 38,025 | $2.36M | 0.51% | +38,025 | New |
| Gamble Jones Investment Counsel | 38,078 | $2.36M | 0.15% | −7,108−15.7% | Reduced |
| Independent Investors Inc | 38,100 | $2.36M | 0.53% | 00.0% | Unchanged |
| Advisors Management Group Inc | 38,214 | $2.37M | 0.80% | −149−0.4% | Reduced |
| Investors Asset Management of Georgia Inc | 38,429 | $2.38M | 1.20% | −4,987−11.5% | Reduced |
| Winton Group Ltd | 38,476 | $2.39M | 0.13% | +26,662+225.7% | Added |
| Capstone Triton Financial Group, LLC | 36,453 | $2.39M | 1.67% | +36,453 | New |
| Emfo, LLC | 38,558 | $2.39M | 2.17% | −8,197−17.5% | Reduced |
| Barr E S & Co | 38,586 | $2.39M | 0.16% | −705−1.8% | Reduced |
| Leelyn Smith, LLC | 38,738 | $2.40M | 0.63% | +423+1.1% | Added |
| Thoroughbred Financial Services, LLC | 38,759 | $2.40M | 0.39% | +14,427+59.3% | Added |
| Mount Yale Investment Advisors, LLC | 38,776 | $2.40M | 0.26% | −601−1.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 39,239 | $2.43M | 1.22% | +1,200+3.2% | Added |