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
- 2,768
- +62 vs. Q4 2021
- Shares held
- 3.00B
- +12.3M (+0.4%) vs. Q4 2021
- Total value
- $185.9B
- +$9.09B (+5.1%) vs. Q4 2021
- New holders
- 179
- 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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 8,585 | $532.0K | 0.33% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 8,600 | $533.0K | 0.41% | −1,000−10.4% | Reduced |
| Firestone Capital Management | 8,601 | $533.0K | 0.17% | 00.0% | Unchanged |
| Key Financial Inc | 8,598 | $533.0K | 0.26% | +99+1.2% | Added |
| Minot Wealth Management LLC | 8,622 | $535.0K | 0.12% | +493+6.1% | Added |
| Chesapeake Wealth Management | 8,648 | $536.0K | 0.19% | −92−1.1% | Reduced |
| First American Bank | 8,661 | $537.0K | 0.05% | −296−3.3% | Reduced |
| 180 Wealth Advisors, LLC | 8,246 | $537.0K | 0.12% | −220−2.6% | Reduced |
| Nadler Financial Group, Inc. | 8,694 | $539.0K | 0.08% | −1,136−11.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,701 | $539.0K | 0.22% | 00.0% | Unchanged |
| MQS Management LLC | 8,702 | $540.0K | 0.44% | +8,702 | New |
| HC Advisors, LLC | 8,726 | $541.0K | 0.34% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,768 | $545.0K | 0.10% | −79,522−90.1% | Reduced |
| Bristlecone Advisors, LLC | 8,821 | $547.0K | 0.07% | −184−2.0% | Reduced |
| First International Bank & Trust | 8,820 | $547.0K | 0.19% | +284+3.3% | Added |
| Journey Advisory Group, LLC | 8,829 | $547.0K | 0.14% | +3,413+63.0% | Added |
| Monte Financial Group, LLC | 8,849 | $549.0K | 0.29% | −38−0.4% | Reduced |
| WNY Asset Management, LLC | 8,926 | $552.0K | 0.17% | −84−0.9% | Reduced |
| Evermay Wealth Management LLC | 8,941 | $554.0K | 0.09% | −1,000−10.1% | Reduced |
| Index Fund Advisors, Inc. | 8,941 | $554.0K | 0.04% | −782−8.0% | Reduced |
| Firethorn Wealth Partners, LLC | 8,939 | $554.0K | 0.42% | +454+5.4% | Added |
| Bridgefront Capital, LLC | 8,930 | $554.0K | 0.68% | +8,930 | New |
| Collective Family Office LLC | 8,945 | $555.0K | 0.21% | −10−0.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 8,960 | $555.0K | 0.16% | +978+12.3% | Added |
| SNS Financial Group, LLC | 8,973 | $556.0K | 0.06% | −275−3.0% | Reduced |
| Compass Financial Advisors LLC | 8,985 | $557.0K | 0.62% | +5,347+147.0% | Added |
| Cowa, LLC | 9,051 | $561.0K | 0.28% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 8,992 | $561.0K | 0.14% | +8,992 | New |
| Searle & Co. | 9,075 | $563.0K | 0.21% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 9,102 | $564.0K | 0.07% | −12−0.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 9,142 | $567.0K | 0.12% | −790−8.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 8,728 | $567.0K | 0.28% | +523+6.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,158 | $568.0K | 0.08% | −719−7.3% | Reduced |
| Stockman Wealth Management, Inc. | 9,169 | $568.0K | 0.12% | −10.0% | Reduced |
| Harvest Volatility Management LLC | 9,179 | $569.0K | 0.06% | +6,006+189.3% | Added |
| Bradley & Co. Private Wealth Management, LLC | 9,223 | $572.0K | 0.49% | −21−0.2% | Reduced |
| Secure Asset Management, LLC | 9,237 | $573.0K | 0.26% | +421+4.8% | Added |
| Prudent Man Advisors, LLC | 9,277 | $575.0K | 0.23% | −166−1.8% | Reduced |
| Morris Financial Concepts, Inc. | 9,279 | $575.0K | 0.48% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 9,280 | $575.0K | 0.56% | +46+0.5% | Added |
| Wealth Architects, LLC | 9,275 | $575.0K | 0.10% | +770+9.1% | Added |
| Indie Asset Partners, LLC | 9,300 | $577.0K | 0.43% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 9,325 | $578.0K | 0.11% | −566−5.7% | Reduced |
| Sargent Investment Group, LLC | 9,357 | $580.0K | 0.15% | +185+2.0% | Added |
| Front Barnett Associates LLC | 9,351 | $580.0K | 0.06% | +700+8.1% | Added |
| Occidental Asset Management, LLC | 9,358 | $580.0K | 0.15% | +1,333+16.6% | Added |
| Compton Wealth Advisory Group, LLC | 9,351 | $580.0K | 0.22% | +3,072+48.9% | Added |
| Gray Wealth Management Inc. | 9,374 | $581.0K | 0.30% | +263+2.9% | Added |
| Notis-McConarty Edward | 9,400 | $583.0K | 0.21% | −200−2.1% | Reduced |
| Icon Wealth Partners, LLC | 9,451 | $586.0K | 0.06% | −650−6.4% | Reduced |
| Maryland Capital Management | 9,447 | $586.0K | 0.04% | −441−4.5% | Reduced |
| Townsend Asset Management Corp | 9,467 | $587.0K | 0.29% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 9,470 | $587.0K | 0.04% | +210+2.3% | Added |
| Van Cleef Asset Management,Inc | 9,560 | $593.0K | 0.09% | 00.0% | Unchanged |
| Ballast Advisors LLC | 9,557 | $593.0K | 0.23% | +183+2.0% | Added |
| Lion Street Advisors, LLC | 9,659 | $594.0K | 0.30% | −1,382−12.5% | Reduced |
| Angeles Wealth Management, LLC | 9,573 | $594.0K | 0.11% | +9,573 | New |
| Knott David M Jr | 9,600 | $595.0K | 0.20% | −2,000−17.2% | Reduced |
| IFG Advisors, LLC | 9,598 | $595.0K | 0.26% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 9,629 | $597.0K | 0.10% | +9,629 | New |
| Graham Capital Management, L.P. | 9,647 | $598.0K | 0.03% | +9,647 | New |
| Beacon Financial Advisory LLC | 9,657 | $599.0K | 0.29% | −134−1.4% | Reduced |
| Perfromance Wealth Partners, LLC | 9,664 | $599.0K | 0.03% | +3,234+50.3% | Added |
| Ifrah Financial Services, Inc. | 9,689 | $601.0K | 0.17% | −1,013−9.5% | Reduced |
| HCR Wealth Advisors | 9,708 | $602.0K | 0.10% | −96−1.0% | Reduced |
| Cross Staff Investments Inc | 9,715 | $602.0K | 0.56% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 9,709 | $602.0K | 0.30% | +325+3.5% | Added |
| Orser Capital Management, LLC | 9,718 | $603.0K | 0.38% | +333+3.5% | Added |
| Vicus Capital | 9,749 | $604.0K | 0.06% | −134−1.4% | Reduced |
| Laraway Financial Inc | 9,750 | $604.0K | 0.55% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 9,738 | $604.0K | 0.07% | +420+4.5% | Added |
| Mission Creek Capital Partners, Inc. | 9,764 | $605.0K | 0.16% | −1,329−12.0% | Reduced |
| Alan B. Lancz & Associates, Inc. | 9,756 | $605.0K | 0.53% | −700−6.7% | Reduced |
| Roman Butler Fullerton & Co | 9,754 | $605.0K | 0.28% | −50−0.5% | Reduced |
| Americana Partners, LLC | 32,383 | $606.0K | 0.19% | +10,823+50.2% | Added |
| Carmichael Hill & Associates, Inc. | 9,780 | $607.0K | 0.30% | +828+9.2% | Added |
| Kore Private Wealth LLC | 9,820 | $609.0K | 0.08% | +373+3.9% | Added |
| Archer Investment Corp | 9,799 | $609.1K | 0.22% | −594−5.7% | Reduced |
| Ssi Investment Management LLC | 9,829 | $610.0K | 0.03% | −103−1.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,839 | $610.0K | 0.16% | +30+0.3% | Added |
| Bordeaux Wealth Advisors LLC | 9,837 | $610.0K | 0.33% | +326+3.4% | Added |
| Arvest Trust Co N A | 9,860 | $611.0K | 0.03% | −298−2.9% | Reduced |
| Silicon Hills Wealth Management, LLC | 9,873 | $612.0K | 0.39% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 9,948 | $617.0K | 0.07% | +2,529+34.1% | Added |
| Periscope Capital Inc. | 9,945 | $617.0K | 0.02% | +3,488+54.0% | Added |
| MEMBERS Trust Co | 9,962 | $618.0K | 0.02% | +10+0.1% | Added |
| Gryphon Financial Partners LLC | 9,977 | $619.0K | 0.13% | +254+2.6% | Added |
| Willis Investment Counsel | 10,000 | $620.0K | 0.03% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 10,000 | $620.0K | 0.48% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 10,021 | $621.0K | 0.17% | −1,228−10.9% | Reduced |
| Linker Capital Management Inc. | 10,060 | $624.0K | 0.62% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 10,065 | $624.0K | 0.16% | +125+1.3% | Added |
| Cutter & CO Brokerage, Inc. | 10,088 | $625.0K | 0.19% | +873+9.5% | Added |
| Richwood Investment Advisors, LLC | 10,086 | $625.0K | 0.56% | +1,250+14.1% | Added |
| Finer Wealth Management, Inc. | 10,099 | $626.0K | 0.51% | −470−4.4% | Reduced |
| Jefferies Group LLC | 10,100 | $626.2K | 0.01% | +10,100 | New |
| Claro Advisors LLC | 10,661 | $631.0K | 0.23% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 10,214 | $633.0K | 0.15% | 00.0% | Unchanged |
| L.M. Kohn & Company | 10,205 | $633.0K | 0.24% | +10,205 | New |
| Coastwise Capital Group, LLC | 10,215 | $633.0K | 0.79% | +10,215 | New |