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 |
|---|---|---|---|---|---|
| Congress Asset Management Co | 3,320 | $206.0K | 0.00% | +3,320 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,277 | $206.0K | 0.11% | +3,277 | New |
| Householder Group Estate & Retirement Specialist, LLC | 3,341 | $207.0K | 0.08% | −864−20.5% | Reduced |
| Old Mission Capital LLC | 3,334 | $207.0K | 0.01% | +3,334 | New |
| Merriman Wealth Management, LLC | 3,346 | $207.0K | 0.02% | +3,346 | New |
| Act Wealth Management, LLC | 3,340 | $207.0K | 0.12% | +3,340 | New |
| Canton Hathaway, LLC | 3,370 | $209.0K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 3,366 | $209.0K | 0.07% | +1,264+60.1% | Added |
| Willner & Heller, LLC | 3,532 | $209.0K | 0.26% | +3,532 | New |
| Insight 2811, Inc. | 3,385 | $210.0K | 0.12% | +3,385 | New |
| Castleark Management LLC | 3,397 | $211.0K | 0.01% | −3,423−50.2% | Reduced |
| Ervin Investment Management, LLC | 3,387 | $211.0K | 0.16% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,366 | $212.0K | 0.21% | +3,366 | New |
| Brown Miller Wealth Management, LLC | 3,439 | $213.0K | 0.12% | −402−10.5% | Reduced |
| Zevin Asset Management LLC | 3,440 | $213.0K | 0.04% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3,434 | $213.0K | 0.02% | +3,434 | New |
| Mirador Capital Partners LP | 3,434 | $213.0K | 0.04% | +3,434 | New |
| Sageworth Trust Co | 3,446 | $214.0K | 0.02% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,304 | $214.0K | 0.16% | +2+0.1% | Added |
| Quent Capital, LLC | 3,454 | $214.0K | 0.04% | +1,295+60.0% | Added |
| Ten Capital Wealth Advisors, LLC | 3,459 | $214.0K | 0.09% | +2,625+314.7% | Added |
| S.E.E.D. Planning Group LLC | 3,462 | $215.0K | 0.09% | −178−4.9% | Reduced |
| Cordatus Wealth Management LLC | 3,460 | $215.0K | 0.08% | +3,460 | New |
| Summit Financial Wealth Advisors, LLC | 3,488 | $216.0K | 0.04% | −432−11.0% | Reduced |
| Royal Harbor Partners, LLC | 3,491 | $216.0K | 0.14% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 3,491 | $216.0K | 0.00% | +1,364+64.1% | Added |
| DeDora Capital, Inc. | 3,491 | $216.0K | 0.09% | +3,491 | New |
| Gemmer Asset Management LLC | 3,504 | $217.0K | 0.03% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,497 | $217.0K | 0.08% | +10+0.3% | Added |
| Youngs Advisory Group, Inc. | 3,494 | $217.0K | 0.13% | +3,494 | New |
| CenterStar Asset Management, LLC | – | $218.0K | 0.15% | – | – |
| Manchester Financial Inc | 3,514 | $218.0K | 0.08% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 3,406 | $218.0K | 0.11% | +6+0.2% | Added |
| Cumberland Advisors Inc | 3,515 | $218.0K | 0.05% | +3,515 | New |
| PFS Partners, LLC | 3,526 | $218.6K | 0.19% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 3,526 | $218.6K | 0.07% | 00.0% | Unchanged |
| White Pine Capital LLC | 3,539 | $219.0K | 0.07% | +24+0.7% | Added |
| Landmark Financial Advisors, LLC | 3,336 | $220.0K | 0.11% | +3,336 | New |
| Resurgent Financial Advisors LLC | 3,546 | $220.0K | 0.14% | +3,546 | New |
| McLean Asset Management Corp | 3,559 | $221.0K | 0.16% | +236+7.1% | Added |
| Mizuho Securities USA LLC | 3,584 | $222.0K | 0.03% | −8,778−71.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,579 | $222.0K | 0.01% | −207−5.5% | Reduced |
| Parkside Advisors LLC | 3,550 | $222.0K | 0.07% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,600 | $223.0K | 0.07% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 3,601 | $223.0K | 0.18% | 00.0% | Unchanged |
| Private Wealth Strategies, L.L.C. | 3,591 | $223.0K | 0.06% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3,642 | $226.0K | 0.17% | −1,043−22.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 3,641 | $226.0K | 0.08% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 3,650 | $226.0K | 0.23% | +1,650+82.5% | Added |
| New Jersey Better Educational Savings Trust | 3,666 | $227.0K | 0.55% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 3,660 | $227.0K | 0.11% | +18+0.5% | Added |
| Lesa Sroufe & Co | 3,737 | $228.0K | 0.23% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,684 | $228.0K | 0.06% | −28−0.8% | Reduced |
| Independent Wealth Network Inc. | 3,674 | $228.0K | 0.14% | −10−0.3% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,682 | $228.0K | 0.28% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 3,681 | $228.0K | 0.09% | +243+7.1% | Added |
| Garrett Investment Advisors LLC | 3,673 | $228.0K | 0.06% | +3,673 | New |
| Old Mission Investment Co LLC | 3,681 | $228.2K | 0.09% | −121−3.2% | Reduced |
| Fca Corp | 3,693 | $229.0K | 0.08% | −50−1.3% | Reduced |
| Range Financial Group LLC | 3,700 | $229.0K | 0.15% | −8−0.2% | Reduced |
| TKG Advisors, LLC | 3,700 | $229.0K | 0.18% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 3,673 | $229.0K | 0.13% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 3,702 | $229.0K | 0.02% | +120+3.4% | Added |
| Altshuler Shaham Ltd | 3,685 | $229.0K | 0.00% | +2,364+179.0% | Added |
| Amussen Hunsaker Associates LLC | 3,716 | $230.0K | 0.05% | −49−1.3% | Reduced |
| Bickling Financial Services, Inc. | 3,715 | $230.0K | 0.12% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 3,724 | $230.9K | 0.19% | −93−2.4% | Reduced |
| Wealth Effects LLC | 3,726 | $231.0K | 0.11% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 3,722 | $231.0K | 0.25% | 00.0% | Unchanged |
| Planning Directions Inc | 3,750 | $232.0K | 0.16% | −13−0.3% | Reduced |
| Menard Financial Group LLC | 3,743 | $232.0K | 0.23% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,759 | $233.0K | 0.05% | −855−18.5% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,727 | $233.0K | 0.06% | −35−0.9% | Reduced |
| Well Done, LLC | 3,754 | $233.0K | 0.05% | 00.0% | Unchanged |
| Personal Wealth Partners | 3,756 | $233.0K | 0.10% | 00.0% | Unchanged |
| Breiter Capital Management Inc | 3,776 | $234.0K | 0.12% | −128−3.3% | Reduced |
| PBMares Wealth Management LLC | 3,788 | $235.0K | 0.14% | −274−6.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,797 | $235.0K | 0.02% | +401+11.8% | Added |
| Invst, LLC | 3,638 | $235.0K | 0.04% | +3,638 | New |
| Oxbow Advisors, LLC | 3,810 | $236.0K | 0.02% | −467−10.9% | Reduced |
| Cascade Investment Advisors, Inc. | 3,816 | $236.6K | 0.14% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 3,827 | $237.0K | 0.10% | −800−17.3% | Reduced |
| Kathmere Capital Management, LLC | 3,830 | $237.0K | 0.04% | +3,830 | New |
| Meixler Investment Management, Ltd. | 3,834 | $238.0K | 0.23% | −6,685−63.6% | Reduced |
| CMG Global Holdings, LLC | 3,838 | $238.0K | 0.19% | −25−0.6% | Reduced |
| Peoples Bank | 3,843 | $238.0K | 0.12% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 3,835 | $238.0K | 0.06% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,833 | $238.0K | 0.15% | 00.0% | Unchanged |
| Sara-Bay Financial | 3,839 | $238.0K | 0.09% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 3,835 | $238.0K | 0.18% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 3,837 | $238.0K | 0.05% | +3,837 | New |
| RNC Capital Management LLC | 3,848 | $239.0K | 0.01% | −396−9.3% | Reduced |
| Tandem Investment Advisors, Inc. | 3,853 | $239.0K | 0.01% | +21+0.5% | Added |
| Iron Horse Wealth Management, LLC | 3,850 | $239.0K | 0.13% | +50+1.3% | Added |
| Measured Wealth Private Client Group, LLC | 3,869 | $240.0K | 0.09% | −95−2.4% | Reduced |
| Johnson Financial Group, Inc. | 3,868 | $240.0K | 0.02% | 00.0% | Unchanged |
| Citizens Business Bank | 3,900 | $242.0K | 0.03% | −1,976−33.6% | Reduced |
| Reston Wealth Management LLC | 3,905 | $242.0K | 0.12% | −300−7.1% | Reduced |
| Column Capital Advisors, LLC | 3,898 | $242.0K | 0.04% | −145−3.6% | Reduced |
| Platt Investment Counsel, LLC | 3,913 | $243.0K | 0.23% | +35+0.9% | Added |