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 |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 927 | $57.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 933 | $58.0K | 0.02% | −97−9.4% | Reduced |
| HC Financial Advisors Inc | 929 | $58.0K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,000 | $62.0K | 0.03% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,000 | $62.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $62.0K | 0.05% | 00.0% | Unchanged |
| Dravo Bay LLC | 1,000 | $62.0K | 0.05% | +1,000 | New |
| Danda Trouve Investment Management, Inc. | 1,039 | $64.0K | 0.08% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,041 | $64.6K | 0.02% | +1,041 | New |
| Coastal Capital Group, Inc. | 1,065 | $66.0K | 0.02% | −61−5.4% | Reduced |
| McClarren Financial Advisors, Inc. | 1,074 | $66.0K | 0.05% | −3−0.3% | Reduced |
| FAI Wealth Management | 1,080 | $66.0K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,053 | $66.0K | 0.04% | +6+0.6% | Added |
| FSC Wealth Advisors, LLC | 1,065 | $66.0K | 0.06% | +35+3.4% | Added |
| Cutler Group LP | 1,122 | $69.0K | 0.01% | −27,073−96.0% | Reduced |
| Commons Capital, LLC | 1,125 | $70.0K | 0.08% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,135 | $70.0K | 0.04% | +95+9.1% | Added |
| Gladius Capital Management LP | 1,125 | $70.0K | 0.02% | +1,125 | New |
| Mizuho Securities Co. Ltd. | 1,138 | $71.0K | 0.02% | −929−44.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,175 | $73.0K | 0.05% | +1,175 | New |
| Larson Financial Group LLC | 1,207 | $75.0K | 0.01% | +92+8.3% | Added |
| Freedman Financial Associates, Inc. | 1,234 | $77.0K | 0.05% | +134+12.2% | Added |
| Baron Financial Group, LLC | 1,254 | $77.7K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,322 | $82.0K | 0.08% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,350 | $83.7K | 0.06% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,360 | $84.0K | 0.05% | +85+6.7% | Added |
| Cyrus J. Lawrence, LLC | 1,381 | $86.0K | 0.02% | +1,381 | New |
| Westchester Capital Management, Inc. | 1,405 | $87.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,438 | $89.0K | 0.02% | +38+2.7% | Added |
| AllSquare Wealth Management LLC | 1,496 | $93.0K | 0.06% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,568 | $97.2K | 0.04% | −291−15.7% | Reduced |
| Future Financial Wealth Managment LLC | 1,586 | $98.0K | 0.08% | 00.0% | Unchanged |
| De Burlo Group Inc | 1,600 | $99.2K | 0.02% | +1,600 | New |
| Core Alternative Capital | 1,618 | $100.0K | 0.03% | +810+100.2% | Added |
| Rise Advisors, LLC | 1,617 | $100.0K | 0.09% | +974+151.5% | Added |
| Life Planning Partners, Inc | 1,629 | $101.0K | 0.10% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,659 | $103.0K | 0.05% | −6,452−79.5% | Reduced |
| Ellevest, Inc. | 1,666 | $103.0K | 0.01% | +11+0.7% | Added |
| Islay Capital Management, LLC | 1,692 | $104.0K | 0.09% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,686 | $105.0K | 0.15% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,773 | $109.9K | 0.09% | −877−33.1% | Reduced |
| Earnest Partners LLC | 1,777 | $110.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,783 | $111.0K | 0.05% | +10+0.6% | Added |
| PYA Waltman Capital, LLC | 1,816 | $113.0K | 0.06% | +634+53.6% | Added |
| Newfound Research LLC | 1,838 | $114.0K | 0.15% | −783−29.9% | Reduced |
| IMA Wealth, Inc. | 1,845 | $114.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,893 | $117.0K | 0.06% | −1,821−49.0% | Reduced |
| Lowe Wealth Advisors, LLC | 1,938 | $120.0K | 0.05% | −25−1.3% | Reduced |
| Antonetti Capital Management LLC | 1,950 | $121.0K | 0.11% | −200−9.3% | Reduced |
| Lumbard & Kellner, LLC | 2,040 | $126.0K | 0.05% | +2,040 | New |
| Karlinski Andrew C | 2,051 | $127.0K | 0.23% | −20−1.0% | Reduced |
| Vectors Research Management, LLC | 2,089 | $130.0K | 0.03% | −284−12.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,102 | $130.0K | 0.08% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,109 | $131.0K | 0.05% | +129+6.5% | Added |
| Endurance Wealth Management, Inc. | 2,131 | $132.0K | 0.02% | −325−13.2% | Reduced |
| Operose Advisors LLC | 2,164 | $134.0K | 0.09% | +135+6.7% | Added |
| PSI Advisors, LLC | 2,183 | $135.0K | 0.06% | −195−8.2% | Reduced |
| HWG Holdings LP | 2,179 | $135.0K | 0.07% | 00.0% | Unchanged |
| Lipe & Dalton | 2,200 | $136.0K | 0.07% | 00.0% | Unchanged |
| Riverview Trust Co | 2,243 | $139.0K | 0.10% | +2,243 | New |
| Optimum Investment Advisors | 2,288 | $142.0K | 0.06% | +89+4.0% | Added |
| Perkins Coie Trust Co | 2,301 | $143.0K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,320 | $144.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,320 | $144.0K | 0.07% | +182+8.5% | Added |
| Seldon Capital LP | 2,389 | $148.0K | 0.09% | 00.0% | Unchanged |
| NVWM, LLC | 2,401 | $150.0K | 0.05% | +92+4.0% | Added |
| Corsicana & Co. | 2,429 | $151.0K | 0.10% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,449 | $152.0K | 0.02% | +154+6.7% | Added |
| Focused Wealth Management, Inc | 2,452 | $152.0K | 0.02% | +350+16.7% | Added |
| Bourgeon Capital Management LLC | 2,489 | $154.0K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 2,500 | $157.0K | 0.08% | −656−20.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,591 | $161.0K | 0.14% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 2,592 | $161.0K | 0.05% | +2,592 | New |
| Atlas Capital Advisors LLC | 2,627 | $162.9K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 2,624 | $163.0K | 0.03% | −887−25.3% | Reduced |
| SJS Investment Consulting Inc. | 2,650 | $164.0K | 0.05% | −6−0.2% | Reduced |
| First Community Trust NA | 2,644 | $164.0K | 0.16% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,657 | $164.7K | 0.08% | −125−4.5% | Reduced |
| Rockbridge Investment Management, LCC | 2,779 | $174.7K | 0.03% | −1,814−39.5% | Reduced |
| O'Brien Wealth Partners LLC | 2,730 | $176.0K | 0.07% | −165−5.7% | Reduced |
| Byrne Asset Management LLC | 2,855 | $177.0K | 0.11% | −600−17.4% | Reduced |
| Clearview Wealth Advisors LLC | 2,945 | $183.0K | 0.12% | −796−21.3% | Reduced |
| Bellevue Asset Management, LLC | 2,968 | $185.0K | 0.11% | −10.0% | Reduced |
| Aua Capital Management, LLC | 3,000 | $186.0K | 0.10% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3,036 | $188.2K | 0.06% | +428+16.4% | Added |
| Acima Private Wealth, LLC | 3,045 | $189.0K | 0.09% | 00.0% | Unchanged |
| Schubert & Co | 3,081 | $191.0K | 0.21% | −1,375−30.9% | Reduced |
| RWM Asset Management, LLC | 3,153 | $195.0K | 0.04% | −35−1.1% | Reduced |
| Solstein Capital, LLC | 3,153 | $195.0K | 0.13% | 00.0% | Unchanged |
| Country Trust Bank | 3,144 | $195.0K | 0.01% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 3,230 | $200.0K | 0.03% | −747−18.8% | Reduced |
| Cottage Street Advisors LLC | 3,235 | $201.0K | 0.12% | +3,235 | New |
| Sunburst Financial Group, LLC | 3,249 | $201.0K | 0.10% | +3,249 | New |
| Resonant Capital Advisors, LLC | 3,202 | $201.0K | 0.03% | +3,202 | New |
| Arthur M. Cohen & Associates, LLC | 3,250 | $202.0K | 0.04% | −1,840−36.1% | Reduced |
| Hallmark Capital Management Inc | 3,256 | $202.0K | 0.02% | −425−11.5% | Reduced |
| Austin Private Wealth, LLC | 3,261 | $202.0K | 0.04% | +3,261 | New |
| Driehaus Capital Management LLC | 3,274 | $203.0K | 0.00% | +3,274 | New |
| Golden State Wealth Management, LLC | 3,289 | $204.0K | 0.04% | −6,350−65.9% | Reduced |
| BFSG, LLC | 3,328 | $206.0K | 0.03% | −149−4.3% | Reduced |