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 |
|---|---|---|---|---|---|
| Alethea Capital Management, LLC | 6,500 | $403.0K | 0.36% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 6,497 | $403.0K | 0.19% | +273+4.4% | Added |
| Washington Trust Bank | 6,485 | $403.0K | 0.05% | +629+10.7% | Added |
| Toews Corp | 6,500 | $403.0K | 0.07% | +6,500 | New |
| Rede Wealth, LLC | 6,514 | $404.0K | 0.19% | −90−1.4% | Reduced |
| Buttonwood Financial Advisors Inc. | 6,524 | $404.0K | 0.36% | +6,524 | New |
| Granite Investment Partners, LLC | 6,529 | $405.0K | 0.01% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 6,561 | $407.0K | 0.16% | −109−1.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,589 | $408.0K | 0.02% | −324−4.7% | Reduced |
| BT Wealth Management LLC | 6,583 | $408.0K | 0.11% | −161−2.4% | Reduced |
| Ascent Wealth Partners, LLC | 6,583 | $408.0K | 0.08% | −74−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,890 | $408.0K | 0.02% | +300+4.6% | Added |
| Klingman & Associates, LLC | 6,578 | $408.0K | 0.03% | +2,263+52.4% | Added |
| Financial Partners Capital Management LLC | 6,588 | $408.5K | 0.08% | +38+0.6% | Added |
| Fernwood Investment Management, LLC | 6,590 | $409.0K | 0.14% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 6,594 | $409.0K | 0.19% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,600 | $409.0K | 0.27% | +50+0.8% | Added |
| Hamilton Point Investment Advisors, LLC | 6,572 | $410.0K | 0.11% | 00.0% | Unchanged |
| KWMG, LLC | 6,615 | $410.0K | 0.06% | +60+0.9% | Added |
| Wayfinding Financial, LLC | 6,342 | $410.0K | 0.34% | −4−0.1% | Reduced |
| Pring Turner Capital Group Inc | 6,618 | $410.0K | 0.32% | +1,028+18.4% | Added |
| Lyell Wealth Management, LP | 6,590 | $411.0K | 0.05% | −780−10.6% | Reduced |
| Wealth Management Associates, Inc. | 6,644 | $412.0K | 0.23% | +961+16.9% | Added |
| Rocky Mountain Advisers, LLC | 6,642 | $412.0K | 0.46% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 6,609 | $413.0K | 0.04% | +934+16.5% | Added |
| Beacon Financial Strategies CORP | 6,701 | $415.5K | 0.36% | −38−0.6% | Reduced |
| Clear Street Markets LLC | 6,703 | $416.0K | 0.12% | +203+3.1% | Added |
| Alta Wealth Advisors LLC | 6,723 | $417.0K | 0.25% | −785−10.5% | Reduced |
| Chiron Capital Management, LLC | 6,725 | $417.0K | 0.26% | 00.0% | Unchanged |
| Univest Financial Corp | 6,720 | $417.0K | 0.12% | +438+7.0% | Added |
| Borer Denton & Associates, Inc. | 6,735 | $417.6K | 0.18% | +6,735 | New |
| SignalPoint Asset Management, LLC | 6,740 | $418.0K | 0.13% | −249−3.6% | Reduced |
| Parkside Financial Bank & Trust | 6,724 | $418.0K | 0.11% | +438+7.0% | Added |
| Insight Advisors, LLC | 6,765 | $419.0K | 0.13% | −331−4.7% | Reduced |
| Delta Investment Management, LLC | 6,761 | $419.0K | 0.12% | +40+0.6% | Added |
| McAdam, LLC | 6,768 | $420.0K | 0.04% | +400+6.3% | Added |
| Glassman Wealth Services | 6,766 | $420.0K | 0.08% | +709+11.7% | Added |
| Arlington Partners LLC | 6,796 | $421.0K | 0.12% | +264+4.0% | Added |
| Cypress Wealth Services, LLC | 6,795 | $421.0K | 0.11% | +951+16.3% | Added |
| Kelly Lawrence W & Associates Inc | 6,830 | $423.0K | 0.09% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 6,841 | $424.0K | 0.03% | +160+2.4% | Added |
| Beacon Capital Management, LLC | 6,848 | $424.0K | 0.10% | +6,848 | New |
| Tiemann Investment Advisors, LLC | 6,852 | $425.0K | 0.20% | −1,215−15.1% | Reduced |
| Monticello Wealth Management, LLC | 6,862 | $425.0K | 0.04% | +130+1.9% | Added |
| Sage Mountain Advisors LLC | 6,867 | $426.0K | 0.07% | −13,000−65.4% | Reduced |
| Prentiss Smith & Co Inc | 6,877 | $426.0K | 0.26% | −1,166−14.5% | Reduced |
| Polaris Wealth Advisory Group, LLC | 6,726 | $427.0K | 0.03% | −200−2.9% | Reduced |
| Matrix Private Capital Group LLC | 6,855 | $428.0K | 0.21% | −368−5.1% | Reduced |
| Pettee Investors, Inc. | 6,900 | $428.0K | 0.19% | 00.0% | Unchanged |
| Landaas & Co | 7,250 | $429.0K | 0.23% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,932 | $429.0K | 0.14% | −25−0.4% | Reduced |
| Tatro Capital, LLC | 6,867 | $429.0K | 0.32% | +33+0.5% | Added |
| Iron Financial, LLC | 6,921 | $429.0K | 0.20% | +2,799+67.9% | Added |
| Aviance Capital Partners, LLC | 6,929 | $430.0K | 0.08% | −42−0.6% | Reduced |
| Comerica Securities,inc. | 6,909 | $431.0K | 0.03% | −1,506−17.9% | Reduced |
| FSA Wealth Management LLC | 7,272 | $431.0K | 0.25% | 00.0% | Unchanged |
| Gould Asset Management LLC | 6,966 | $432.0K | 0.12% | −45−0.6% | Reduced |
| Tradition Wealth Management, LLC | 6,971 | $432.0K | 0.06% | +125+1.8% | Added |
| Whalerock Point Partners, LLC | 6,983 | $432.9K | 0.15% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 7,014 | $435.0K | 0.13% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 7,020 | $435.0K | 0.26% | +53+0.8% | Added |
| Summit Wealth Partners, LLC | 7,045 | $436.8K | 0.10% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 7,052 | $437.0K | 0.45% | −1,220−14.7% | Reduced |
| Berkshire Bank | 7,067 | $438.0K | 0.10% | +155+2.2% | Added |
| Planning Center, Inc. | 7,088 | $439.0K | 1.26% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 7,073 | $439.0K | 0.06% | −31−0.4% | Reduced |
| Norwood Financial Corp | 7,085 | $439.0K | 0.64% | +10+0.1% | Added |
| Zhang Financial LLC | 7,082 | $439.0K | 0.07% | +608+9.4% | Added |
| Global Trust Asset Management, LLC | 7,083 | $439.0K | 0.18% | +1,400+24.6% | Added |
| Apella Capital, LLC | 7,102 | $440.0K | 0.06% | +220+3.2% | Added |
| Verus Financial Partners, Inc. | 6,841 | $442.0K | 0.06% | −555−7.5% | Reduced |
| Wealth Management Solutions, LLC | 7,121 | $442.0K | 0.23% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 7,131 | $442.0K | 0.14% | +2,383+50.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 7,140 | $443.0K | 0.21% | +755+11.8% | Added |
| Financial Advisory Group | 7,166 | $444.0K | 0.09% | +151+2.2% | Added |
| M. Kraus & Co | 7,161 | $444.0K | 0.15% | +774+12.1% | Added |
| Global Financial Private Client, LLC | 7,066 | $444.3K | 0.21% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 7,178 | $445.0K | 0.06% | −150−2.0% | Reduced |
| Herold Advisors, Inc. | 7,178 | $445.1K | 0.16% | +500+7.5% | Added |
| Seelaus Asset Management LLC | 7,195 | $446.0K | 0.26% | +1,200+20.0% | Added |
| Triad Financial Advisors, Inc. | 7,208 | $447.0K | 0.24% | −1,922−21.1% | Reduced |
| First National Corp | 7,223 | $448.0K | 0.09% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7,230 | $448.3K | 0.22% | +100+1.4% | Added |
| Cooper Financial Group | 7,237 | $449.0K | 0.17% | +13+0.2% | Added |
| Carroll Investors, Inc | 7,310 | $450.0K | 0.29% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 7,254 | $450.0K | 0.40% | +231+3.3% | Added |
| Ninepoint Partners LP | 7,258 | $450.0K | 0.11% | +7,258 | New |
| Broderick Brian C | 7,280 | $451.0K | 0.12% | 00.0% | Unchanged |
| Financial Advisory Corp | 7,278 | $451.0K | 0.24% | +505+7.5% | Added |
| American National Bank | 7,285 | $452.0K | 0.09% | +431+6.3% | Added |
| Waterfront Wealth Inc. | 7,129 | $452.0K | 0.16% | +3,055+75.0% | Added |
| SevenBridge Financial Group, LLC | 7,313 | $453.0K | 0.16% | −400−5.2% | Reduced |
| Riverbridge Partners LLC | 7,304 | $453.0K | 0.01% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 7,322 | $454.0K | 0.17% | −16,212−68.9% | Reduced |
| Aveo Capital Partners, LLC | 7,329 | $454.0K | 0.08% | −779−9.6% | Reduced |
| Fort Pitt Capital Group, LLC | 7,318 | $454.0K | 0.02% | −426−5.5% | Reduced |
| Pacific Center for Financial Services | 7,322 | $454.0K | 0.16% | 00.0% | Unchanged |
| Navellier & Associates Inc | 7,319 | $454.0K | 0.08% | +627+9.4% | Added |
| Ullmann Financial Group, Inc. | 7,331 | $455.0K | 0.12% | −6,146−45.6% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,332 | $455.0K | 0.11% | −102−1.4% | Reduced |