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 |
|---|---|---|---|---|---|
| Oldfather Financial Services, LLC | 3,670 | $243.0K | 0.13% | −19−0.5% | Reduced |
| Source Financial Advisors LLC | 3,940 | $244.0K | 0.07% | −514−11.5% | Reduced |
| JJJ Advisors Inc. | 3,937 | $244.0K | 0.07% | −196−4.7% | Reduced |
| Rock Point Advisors, LLC | 3,928 | $244.0K | 0.07% | +15+0.4% | Added |
| Adamsbrown Wealth Consultants LLC | 3,940 | $244.0K | 0.19% | +329+9.1% | Added |
| Aire Advisors, LLC | 3,929 | $244.0K | 0.09% | +3,929 | New |
| Northwest Capital Management Inc | 3,955 | $245.0K | 0.12% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 3,924 | $245.0K | 0.05% | −20−0.5% | Reduced |
| Financial Advisors, LLC | 3,956 | $245.0K | 0.08% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 3,962 | $246.0K | 0.10% | +179+4.7% | Added |
| Baystate Wealth Management LLC | 3,989 | $247.0K | 0.02% | −29−0.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,979 | $247.0K | 0.03% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,012 | $249.0K | 0.20% | −177−4.2% | Reduced |
| Wellspring Financial Advisors, LLC | 4,013 | $249.0K | 0.07% | +436+12.2% | Added |
| Pure Financial Advisors, Inc. | 4,010 | $249.0K | 0.01% | +475+13.4% | Added |
| Carmel Capital Partners, LLC | 4,013 | $249.0K | 0.21% | +4,013 | New |
| Salvus Wealth Management, LLC | 4,031 | $250.0K | 0.19% | 00.0% | Unchanged |
| DFPG Investments, LLC | 3,886 | $250.0K | 0.10% | +65+1.7% | Added |
| Three Bridge Wealth Advisors, LLC | 3,997 | $250.0K | 0.07% | +3,997 | New |
| TSFG, LLC | 4,041 | $251.0K | 0.09% | −403−9.1% | Reduced |
| Aufman Associates Inc | 4,043 | $251.0K | 0.20% | −170−4.0% | Reduced |
| Ahrens Investment Partners LLC | 4,061 | $252.0K | 0.08% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 4,064 | $252.0K | 0.04% | +78+2.0% | Added |
| Geller Advisors LLC | 4,057 | $253.0K | 0.05% | −485−10.7% | Reduced |
| Humankind Investments LLC | 4,082 | $253.0K | 0.10% | −372−8.4% | Reduced |
| BCJ Capital Management, LLC | 4,085 | $253.0K | 0.02% | +4,085 | New |
| Long Run Wealth Advisors, LLC | 4,110 | $254.0K | 0.09% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 4,090 | $254.0K | 0.17% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 3,940 | $254.0K | 0.16% | +63+1.6% | Added |
| Goodwin Daniel L | 4,100 | $254.0K | 0.11% | +350+9.3% | Added |
| Puzo Michael J | 4,125 | $255.0K | 0.08% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,118 | $255.0K | 0.12% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 4,126 | $255.0K | 0.28% | 00.0% | Unchanged |
| Connors Investor Services Inc | 4,132 | $256.0K | 0.03% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 4,129 | $256.0K | 0.20% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,136 | $256.0K | 0.03% | +9+0.2% | Added |
| Options Solutions, LLC | 4,122 | $256.0K | 0.27% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,150 | $257.0K | 0.16% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 4,151 | $257.0K | 0.27% | +29+0.7% | Added |
| Cook Wealth Management Group LLC | 3,982 | $257.0K | 0.27% | +2+0.1% | Added |
| Sterling Manor Financial, LLC | 4,155 | $258.0K | 0.21% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 4,122 | $258.0K | 0.09% | +8+0.2% | Added |
| BCGM Wealth Management, LLC | 3,995 | $258.0K | 0.14% | +14+0.4% | Added |
| Old Second National Bank of Aurora | 4,156 | $258.0K | 0.06% | +123+3.0% | Added |
| FLC Capital Advisors | 4,171 | $259.0K | 0.07% | −500−10.7% | Reduced |
| Salem Capital Management Inc | 4,200 | $260.0K | 0.15% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 4,193 | $260.0K | 0.15% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 4,202 | $261.0K | 0.30% | +4,202 | New |
| Lewis Capital Management, LLC | 4,221 | $262.0K | 0.30% | +10.0% | Added |
| Optas, LLC | 4,221 | $262.0K | 0.09% | +123+3.0% | Added |
| Wela Strategies, Inc. | 4,243 | $263.0K | 0.14% | −382−8.3% | Reduced |
| SOL Capital Management CO | 4,239 | $263.0K | 0.05% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 4,247 | $263.0K | 0.03% | +4,247 | New |
| Palladiem, LLC | 4,264 | $264.0K | 0.23% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4,262 | $264.0K | 0.13% | +1,705+66.7% | Added |
| Capital Insight Partners, LLC | 4,275 | $265.0K | 0.05% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 4,284 | $266.0K | 0.06% | −325−7.1% | Reduced |
| Birinyi Associates Inc | 4,294 | $266.0K | 0.09% | +4,294 | New |
| Dillon & Associates Inc | 4,309 | $267.0K | 0.05% | −533−11.0% | Reduced |
| Asset Planning Corporation | 4,307 | $267.0K | 0.23% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 4,311 | $267.3K | 0.19% | +95+2.3% | Added |
| Financial Insights, Inc. | 4,317 | $268.0K | 0.25% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 4,341 | $268.0K | 0.01% | +860+24.7% | Added |
| TFC Financial Management | 4,340 | $269.0K | 0.08% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 4,338 | $269.0K | 0.02% | +277+6.8% | Added |
| Strategic Wealth Partners, Ltd. | 4,362 | $270.0K | 0.05% | −62,476−93.5% | Reduced |
| DGS Capital Management, LLC | 4,356 | $270.0K | 0.17% | +106+2.5% | Added |
| Fortress Wealth Group, LLC | 4,354 | $270.0K | 0.21% | +500+13.0% | Added |
| Private Ocean, LLC | 4,368 | $271.0K | 0.03% | +12+0.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,363 | $271.0K | 0.20% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 4,387 | $272.0K | 0.08% | −15−0.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4,395 | $272.0K | 0.24% | +8+0.2% | Added |
| Threadgill Financial, LLC | 4,385 | $272.0K | 0.11% | 00.0% | Unchanged |
| US Asset Management LLC | 4,388 | $272.0K | 0.25% | +58+1.3% | Added |
| Pin Oak Investment Advisors Inc | 4,422 | $274.0K | 0.29% | −931−17.4% | Reduced |
| Family Firm, Inc. | 4,424 | $274.0K | 0.07% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 4,422 | $274.0K | 0.11% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 4,466 | $276.0K | 0.28% | −274−5.8% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 5,197 | $278.0K | 0.03% | – | – |
| Vise Technologies, Inc. | 4,484 | $278.0K | 0.10% | +4,484 | New |
| Guardian Wealth Advisors, LLC | 4,447 | $278.0K | 0.12% | +4,447 | New |
| Pathway Financial Advisors LLC | 4,504 | $279.0K | 0.10% | +30+0.7% | Added |
| BTC Capital Management, Inc. | 4,500 | $279.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4,494 | $279.0K | 0.07% | +48+1.1% | Added |
| Acorn Wealth Advisors, LLC | 4,497 | $279.0K | 0.19% | +47+1.1% | Added |
| Resource Consulting Group Inc | 4,504 | $279.0K | 0.10% | +4,504 | New |
| Integrated Investment Consultants, LLC | 4,522 | $280.0K | 0.08% | −2,739−37.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $280.0K | 0.05% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 4,512 | $280.0K | 0.25% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 4,510 | $280.0K | 0.10% | +105+2.4% | Added |
| Sofos Investments, Inc. | 4,229 | $281.0K | 0.02% | −5,932−58.4% | Reduced |
| Salomon & Ludwin, LLC | 4,532 | $281.0K | 0.04% | +713+18.7% | Added |
| Private Asset Management Inc | 4,550 | $282.0K | 0.04% | −166−3.5% | Reduced |
| Echo45 Advisors LLC | 4,572 | $283.0K | 0.22% | −556−10.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,489 | $283.0K | 0.04% | −314−6.5% | Reduced |
| Royal Fund Management, LLC | 4,587 | $284.0K | 0.04% | −317−6.5% | Reduced |
| Intelligent Financial Strategies | 4,577 | $284.0K | 0.28% | −170−3.6% | Reduced |
| Krilogy Financial LLC | 4,604 | $285.0K | 0.03% | −21,064−82.1% | Reduced |
| Hall Laurie J Trustee | 4,600 | $285.0K | 0.11% | −150−3.2% | Reduced |
| Pinnacle Private Wealth, LLC | 4,592 | $285.0K | 0.09% | +57+1.3% | Added |