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 |
|---|---|---|---|---|---|
| National Wealth Management Group, LLC | 4,599 | $285.1K | 0.28% | +4,599 | New |
| Ategra Capital Management, LLC | 4,600 | $285.2K | 0.13% | −244−5.0% | Reduced |
| Redmond Asset Management, LLC | 4,617 | $286.0K | 0.09% | −14,715−76.1% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 4,626 | $287.0K | 0.10% | −5,699−55.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,659 | $288.0K | 0.07% | +94+2.1% | Added |
| Oarsman Capital, Inc. | 4,646 | $288.0K | 0.11% | +4,646 | New |
| McIlrath & Eck, LLC | 4,667 | $289.0K | 0.08% | −25−0.5% | Reduced |
| Single Point Partners, LLC | 4,638 | $290.0K | 0.07% | +40+0.9% | Added |
| Lehman & Derafelo Financial Resources LLC | 4,640 | $290.0K | 0.08% | +723+18.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,683 | $290.0K | 0.02% | +1,118+31.4% | Added |
| Drive Wealth Management, LLC | 4,644 | $290.0K | 0.24% | +1,100+31.0% | Added |
| Newbridge Financial Services Group, Inc. | 4,682 | $290.0K | 0.14% | +1,368+41.3% | Added |
| Beta Wealth Group, Inc. | 4,700 | $291.0K | 0.19% | +4,700 | New |
| Cornerstone Advisory, LLC | 4,714 | $292.0K | 0.04% | −3,045−39.2% | Reduced |
| BDO Wealth Advisors, LLC | 4,706 | $292.0K | 0.03% | −807−14.6% | Reduced |
| Darwin Advisors, LLC | 4,703 | $292.0K | 0.05% | −228−4.6% | Reduced |
| McRae Capital Management Inc | 4,705 | $292.0K | 0.07% | 00.0% | Unchanged |
| Security Financial Services, INC. | 4,710 | $292.0K | 0.09% | +160+3.5% | Added |
| Mizuho Markets Cayman LP | 4,718 | $293.0K | 0.03% | −1,600−25.3% | Reduced |
| Verus Capital Partners, LLC | 4,592 | $293.0K | 0.05% | +4,592 | New |
| Spears Abacus Advisors LLC | 4,741 | $294.0K | 0.02% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 4,738 | $294.0K | 0.19% | +356+8.1% | Added |
| Capital Advisors, Ltd. LLC | 4,744 | $294.0K | 0.05% | +845+21.7% | Added |
| Private Management Group Inc | 4,782 | $296.0K | 0.01% | −189−3.8% | Reduced |
| Financial Management Professionals, Inc. | 4,771 | $296.0K | 0.06% | +379+8.6% | Added |
| Covestor Ltd | 4,767 | $296.0K | 0.20% | +2,544+114.4% | Added |
| Security Asset Management | 4,777 | $296.0K | 0.13% | +4,777 | New |
| Fagan Associates, Inc. | 4,799 | $298.0K | 0.06% | 00.0% | Unchanged |
| Watchman Group, Inc. | 4,800 | $298.0K | 0.18% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 4,821 | $299.0K | 0.69% | −3,208−40.0% | Reduced |
| Mathes Company, Inc. | 4,820 | $299.0K | 0.12% | 00.0% | Unchanged |
| Madison Wealth Management | 4,820 | $299.0K | 0.06% | +18+0.4% | Added |
| New World Advisors LLC | 4,520 | $300.0K | 0.16% | −3,900−46.3% | Reduced |
| RiverFront Investment Group, LLC | 4,841 | $300.0K | 0.01% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 4,838 | $300.0K | 0.12% | +4+0.1% | Added |
| Virginia Wealth Management Group, Inc. | 4,750 | $300.0K | 0.27% | 00.0% | Unchanged |
| Athena Investment Management | 4,835 | $300.0K | 0.23% | +4,835 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 4,849 | $301.0K | 0.18% | 00.0% | Unchanged |
| Studio Investment Management LLC | 4,863 | $302.0K | 0.10% | −220−4.3% | Reduced |
| First Commonwealth Financial Corp | 4,864 | $302.0K | 0.10% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,909 | $304.0K | 0.08% | −3,843−43.9% | Reduced |
| Apexium Financial, LP | 5,120 | $304.0K | 0.16% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,706 | $304.0K | 0.23% | +541+13.0% | Added |
| Ritter Daniher Financial Advisory, LLC | 4,922 | $305.0K | 0.21% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 4,960 | $306.0K | 0.22% | +670+15.6% | Added |
| WealthBridge Capital Management, LLC | 4,929 | $306.0K | 0.11% | +1,432+40.9% | Added |
| Sound Income Strategies, LLC | 4,955 | $307.0K | 0.04% | +124+2.6% | Added |
| Magellan Asset Management Ltd | 4,963 | $308.0K | 0.00% | −4,081−45.1% | Reduced |
| NCM Capital Management, LLC | 4,971 | $308.0K | 0.19% | −406−7.6% | Reduced |
| Disciplined Investments, LLC | 4,969 | $308.0K | 0.13% | +600+13.7% | Added |
| Probity Advisors, Inc. | 4,991 | $309.0K | 0.06% | −1,360−21.4% | Reduced |
| First United Bank Trust | 4,985 | $309.0K | 0.12% | −300−5.7% | Reduced |
| Retirement Guys Formula LLC | 4,980 | $309.0K | 0.21% | +485+10.8% | Added |
| Stanley-Laman Group, Ltd. | 5,000 | $310.0K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,002 | $310.0K | 0.09% | +20.0% | Added |
| True Link Financial Advisors, LLC | 5,000 | $310.0K | 0.04% | +3,250+185.7% | Added |
| High Falls Advisors, Inc | 5,048 | $313.0K | 0.08% | −840−14.3% | Reduced |
| Next Level Private LLC | 5,041 | $313.0K | 0.25% | −24−0.5% | Reduced |
| Caerus Investment Advisors, LLC | 4,847 | $313.0K | 0.38% | +47+1.0% | Added |
| Foster & Motley Inc | 5,043 | $313.0K | 0.02% | +573+12.8% | Added |
| Rollins Financial | 5,061 | $314.0K | 0.09% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,077 | $314.0K | 0.15% | +38+0.8% | Added |
| DMG Group, LLC | 4,805 | $314.0K | 0.35% | −89−1.8% | Reduced |
| Five Oceans Advisors | 5,067 | $314.0K | 0.28% | +250+5.2% | Added |
| Abundance Wealth Counselors | 5,060 | $314.0K | 0.09% | +5,060 | New |
| First Bank & Trust | 5,080 | $315.0K | 0.10% | −14,106−73.5% | Reduced |
| Axiom Investment Management LLC | 5,084 | $315.0K | 0.68% | −148−2.8% | Reduced |
| Garrison Asset Management, LLC | 5,076 | $315.0K | 0.18% | −71−1.4% | Reduced |
| Pflug Koory, LLC | 5,100 | $316.0K | 0.16% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,100 | $316.0K | 0.15% | +287+6.0% | Added |
| Chapman Investment Management, LLC | 5,120 | $317.0K | 0.17% | −6,000−54.0% | Reduced |
| TCWP LLC | 5,113 | $317.0K | 0.06% | +545+11.9% | Added |
| Platform Technology Partners | 5,133 | $318.0K | 0.15% | −304−5.6% | Reduced |
| Gibson Capital, LLC | 5,160 | $319.0K | 0.08% | −1,275−19.8% | Reduced |
| Objective Capital Management, LLC | 5,138 | $319.0K | 0.25% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 5,164 | $320.0K | 0.09% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5,151 | $321.0K | 0.25% | +5,151 | New |
| Bank of Stockton | 5,186 | $322.0K | 0.10% | −150−2.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5,189 | $322.0K | 0.02% | +5+0.1% | Added |
| Capital Financial Planning, LLC | 5,188 | $322.0K | 0.11% | +907+21.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,210 | $323.0K | 0.10% | −276−5.0% | Reduced |
| Twin Focus Capital Partners, LLC | 5,217 | $323.0K | 0.06% | +244+4.9% | Added |
| Financial Engines Advisors L.L.C. | 5,188 | $323.0K | 0.00% | +5,188 | New |
| Element Wealth, LLC | 5,222 | $324.0K | 0.26% | −100−1.9% | Reduced |
| Diversified, LLC | 5,227 | $324.0K | 0.13% | 00.0% | Unchanged |
| Rock Creek Group, LP | 5,227 | $324.0K | 0.04% | +632+13.8% | Added |
| Centennial Wealth Advisory LLC | 5,218 | $324.0K | 0.18% | +670+14.7% | Added |
| Lenox Wealth Advisors, LLC | 5,072 | $324.0K | 0.04% | +1,857+57.8% | Added |
| Silvant Capital Management LLC | 5,209 | $325.0K | 0.06% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,251 | $326.0K | 0.15% | +40+0.8% | Added |
| Total Investment Management Inc | 5,296 | $328.0K | 0.06% | +29+0.6% | Added |
| SRS Capital Advisors, Inc. | 5,298 | $328.0K | 0.04% | +21+0.4% | Added |
| Piscataqua Savings Bank | 5,294 | $328.0K | 0.23% | +2,000+60.7% | Added |
| Southern Capital Advisors, LLC | 5,299 | $329.0K | 0.23% | −597−10.1% | Reduced |
| Miller Investment Management, LP | 5,310 | $329.0K | 0.05% | 00.0% | Unchanged |
| Ade, LLC | 5,304 | $329.0K | 0.31% | 00.0% | Unchanged |
| CenterBook Partners LP | 5,299 | $329.0K | 0.12% | +5,299 | New |
| Signet Financial Management, LLC | 5,346 | $331.0K | 0.06% | +1,317+32.7% | Added |
| Sippican Capital Advisors | 5,347 | $332.0K | 0.28% | 00.0% | Unchanged |
| CMC Financial Group | 5,140 | $332.0K | 0.37% | 00.0% | Unchanged |