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, Q2 2022
Institutional positions in Coca Cola Co as of Jun 30, 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
- 2,779
- +52 vs. Q1 2022
- Shares held
- 3.01B
- +33.3M (+1.1%) vs. Q1 2022
- Total value
- $189.8B
- +$5.08B (+2.7%) vs. Q1 2022
- New holders
- 152
- 1,191 more added
- Sold out
- 100
- 1,069 more reduced
41 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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, Q2 2022
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Financial Management LLC | 13,691 | $861.0K | 0.38% | +50.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 13,771 | $863.0K | 0.61% | −53−0.4% | Reduced |
| Pinnacle Holdings, LLC | 13,736 | $864.1K | 0.40% | +141+1.0% | Added |
| Aspiriant, LLC | 13,740 | $865.0K | 0.04% | +230+1.7% | Added |
| united american securities inc. (d/b/a uas asset management) | 13,750 | $865.0K | 0.25% | +13,750 | New |
| Sofos Investments, Inc. | 13,653 | $867.0K | 0.08% | +9,424+222.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 13,849 | $871.0K | 1.12% | −2,076−13.0% | Reduced |
| Prosperity Consulting Group, LLC | 13,876 | $873.0K | 0.76% | +109+0.8% | Added |
| Gleason Group, Inc. | 13,896 | $874.0K | 0.30% | +98+0.7% | Added |
| Summit Trail Advisors, LLC | 13,834 | $876.0K | 0.05% | +8,345+152.0% | Added |
| First Financial Bank - Trust Division | 13,974 | $879.0K | 0.11% | −259−1.8% | Reduced |
| MV Capital Management, Inc. | 13,991 | $880.0K | 0.15% | +1,172+9.1% | Added |
| Selective Wealth Management, Inc. | 13,997 | $881.0K | 0.31% | −199−1.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 14,000 | $881.0K | 0.07% | 00.0% | Unchanged |
| Ballast, Inc. | 14,022 | $882.0K | 0.41% | −604−4.1% | Reduced |
| Krane Funds Advisors LLC | 14,045 | $884.0K | 0.03% | +364+2.7% | Added |
| Salomon & Ludwin, LLC | 14,072 | $885.0K | 0.14% | +9,540+210.5% | Added |
| Peachtree Investment Partners, LLC | 14,098 | $887.0K | 0.55% | +2,019+16.7% | Added |
| Headinvest, LLC | 14,116 | $888.0K | 0.20% | +426+3.1% | Added |
| InTrack Investment Management Inc | 14,133 | $889.0K | 0.91% | −3,393−19.4% | Reduced |
| RMB Capital Management, LLC | 14,215 | $894.0K | 0.03% | +23+0.2% | Added |
| Concord Wealth Partners | 14,206 | $894.0K | 0.25% | +3,774+36.2% | Added |
| Valmark Advisers, Inc. | 14,297 | $899.0K | 0.02% | +2,483+21.0% | Added |
| First Command Bank | 14,369 | $904.0K | 0.13% | +482+3.5% | Added |
| First Command Financial Services, Inc. | 14,369 | $904.0K | 0.13% | +482+3.5% | Added |
| CFO4Life Group, LLC | 14,710 | $907.0K | 0.23% | −1,049−6.7% | Reduced |
| Hirtle Callaghan & Co LLC | 14,430 | $908.0K | 0.05% | 00.0% | Unchanged |
| First Hawaiian Bank | 14,425 | $908.0K | 0.03% | +81+0.6% | Added |
| Bell Bank | 14,427 | $908.0K | 0.11% | +1,806+14.3% | Added |
| Burns Matteson Capital Management, LLC | 14,452 | $909.2K | 0.64% | −16−0.1% | Reduced |
| ACT Advisors, LLC. | 14,471 | $910.0K | 0.67% | −614−4.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 14,532 | $914.0K | 0.08% | −8−0.1% | Reduced |
| Saybrook Capital | 14,565 | $916.0K | 0.30% | 00.0% | Unchanged |
| F3Logic, LLC | 14,611 | $919.0K | 0.16% | +14,611 | New |
| Wealth Quarterback LLC | 14,632 | $921.0K | 0.72% | +14,632 | New |
| SBK Financial, Inc. | 14,685 | $924.0K | 1.21% | +685+4.9% | Added |
| First National Bank of South Miami | 14,730 | $926.0K | 0.63% | +424+3.0% | Added |
| Claro Advisors LLC | 14,722 | $926.0K | 0.37% | +4,061+38.1% | Added |
| Peak Asset Management, LLC | 14,732 | $927.0K | 0.25% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 14,743 | $927.0K | 0.35% | +337+2.3% | Added |
| Kovitz Investment Group Partners, LLC | 14,815 | $932.0K | 0.02% | +351+2.4% | Added |
| Clare Market Investments LLC | 14,828 | $932.8K | 0.41% | −4,916−24.9% | Reduced |
| Itau Unibanco Holding S.A. | 14,825 | $933.0K | 0.03% | +2,803+23.3% | Added |
| Buttonwood Financial Advisors Inc. | 14,862 | $935.0K | 0.84% | +8,338+127.8% | Added |
| StrategIQ Financial Group, LLC | 14,925 | $939.0K | 0.11% | −561−3.6% | Reduced |
| McMillion Capital Management Inc | 14,948 | $940.0K | 0.78% | −2,528−14.5% | Reduced |
| Glen Eagle Advisors, LLC | 14,953 | $940.7K | 0.26% | +747+5.3% | Added |
| Rosenbaum Jay D. | 14,968 | $942.0K | 1.82% | −1,474−9.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,979 | $942.0K | 0.32% | +262+1.8% | Added |
| JFS Wealth Advisors, LLC | 14,982 | $943.0K | 0.10% | +132+0.9% | Added |
| Morse Asset Management, Inc | 15,000 | $944.0K | 0.30% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 15,008 | $944.0K | 0.20% | +1,055+7.6% | Added |
| Estabrook Capital Management | 15,017 | $944.7K | 0.16% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 14,899 | $945.0K | 0.19% | +40.0% | Added |
| Stone Point Wealth LLC | 15,093 | $950.0K | 0.57% | −262−1.7% | Reduced |
| Delphia (USA) Inc. | 15,101 | $950.0K | 0.65% | −407−2.6% | Reduced |
| CenterBook Partners LP | 15,135 | $952.0K | 0.20% | +9,836+185.6% | Added |
| Fort, L.P. | 15,153 | $953.0K | 0.65% | −10,110−40.0% | Reduced |
| Chemistry Wealth Management LLC | 15,340 | $965.0K | 0.37% | 00.0% | Unchanged |
| Next Level Private LLC | 15,340 | $965.0K | 0.37% | +10,299+204.3% | Added |
| First Financial Corp | 15,362 | $967.0K | 0.64% | −73−0.5% | Reduced |
| N.E.W. Advisory Services LLC | 15,472 | $973.0K | 0.17% | −1,649−9.6% | Reduced |
| Legacy Private Trust Co. | 15,490 | $975.0K | 0.09% | −200−1.3% | Reduced |
| Oxler Private Wealth LLC | 15,521 | $976.5K | 0.47% | +109+0.7% | Added |
| Altfest L J & Co Inc | 15,568 | $979.0K | 0.18% | +847+5.8% | Added |
| Security National Bank of Sioux City Iowa | 15,579 | $981.0K | 0.84% | −23−0.1% | Reduced |
| Lifeworks Advisors, LLC | 15,642 | $984.0K | 0.62% | +317+2.1% | Added |
| GPS Wealth Strategies Group, LLC | 15,677 | $986.0K | 0.25% | +1,542+10.9% | Added |
| Palumbo Wealth Management LLC | 15,696 | $987.0K | 0.78% | +973+6.6% | Added |
| Highland Private Wealth Management | 15,692 | $987.0K | 0.15% | +4,776+43.8% | Added |
| AXS Investments LLC | 15,726 | $989.0K | 0.35% | −2,559−14.0% | Reduced |
| Cavalier Investments, LLC | 15,741 | $990.0K | 0.35% | −6,741−30.0% | Reduced |
| EagleClaw Capital Managment, LLC | 15,729 | $990.0K | 0.27% | −175−1.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 15,756 | $991.0K | 0.04% | +11,415+263.0% | Added |
| Marathon Capital Management | 15,808 | $994.0K | 0.32% | −37−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,803 | $994.0K | 0.06% | +8,913+129.4% | Added |
| Sterling Investment Counsel, LLC | 15,832 | $995.0K | 0.76% | +820+5.5% | Added |
| Spreng Capital Management, Inc. | 15,769 | $996.0K | 0.74% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 15,848 | $997.0K | 0.32% | +1,571+11.0% | Added |
| Lakeview Capital Partners, LLC | 15,863 | $998.0K | 0.57% | −3,196−16.8% | Reduced |
| Wintrust Investments LLC | 15,905 | $1.00M | 0.12% | +312+2.0% | Added |
| LS Investment Advisors, LLC | 15,920 | $1.00M | 0.19% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 15,955 | $1.00M | 0.42% | +1,903+13.5% | Added |
| Personal Cfo Solutions, LLC | 15,955 | $1.00M | 0.24% | −2,419−13.2% | Reduced |
| Aries Wealth Management | 15,992 | $1.01M | 0.46% | +15,992 | New |
| Summit Place Financial Advisors, LLC | 16,057 | $1.01M | 0.85% | −400−2.4% | Reduced |
| Lathrop Investment Management Corp | 16,099 | $1.01M | 0.25% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 16,177 | $1.02M | 0.28% | −408−2.5% | Reduced |
| Hendley & Co Inc | 16,201 | $1.02M | 0.44% | −1,304−7.4% | Reduced |
| TRUE Private Wealth Advisors | 16,296 | $1.02M | 0.15% | +157+1.0% | Added |
| Bray Capital Advisors | 16,322 | $1.03M | 0.31% | 00.0% | Unchanged |
| Laurion Capital Management LP | 16,353 | $1.03M | 0.04% | −17,484−51.7% | Reduced |
| Red Cedar Investment Management, LLC | 16,375 | $1.03M | 0.17% | +1,895+13.1% | Added |
| Ledyard National Bank | 16,387 | $1.03M | 0.12% | +70+0.4% | Added |
| Mainstay Capital Management LLC | 16,566 | $1.04M | 0.24% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 16,476 | $1.04M | 0.10% | +5,719+53.2% | Added |
| MidWestOne Financial Group, Inc. | 16,598 | $1.04M | 0.26% | +5,816+53.9% | Added |
| Connacht Asset Management LP | 16,612 | $1.04M | 1.49% | +16,612 | New |
| Eagle Bay Advisors LLC | 16,618 | $1.05M | 0.64% | +2,672+19.2% | Added |
| Barometer Capital Management Inc. | 17,000 | $1.05M | 0.43% | +17,000 | New |