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
- 2,780
- +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
- 1,192 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 | 3,584 | $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, 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 |
|---|---|---|---|---|---|
| Danda Trouve Investment Management, Inc. | 1,046 | $66.0K | 0.10% | +7+0.7% | Added |
| FAI Wealth Management | 1,080 | $67.0K | 0.06% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,066 | $67.0K | 0.02% | +1+0.1% | Added |
| Larson Financial Group LLC | 1,074 | $68.0K | 0.01% | −133−11.0% | Reduced |
| DB Wealth Management Group, LLC | 1,135 | $71.0K | 0.05% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,141 | $72.0K | 0.64% | +76+7.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,175 | $74.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,223 | $76.9K | 0.06% | −550−31.0% | Reduced |
| Fairfield, Bush & Co. | 1,243 | $78.0K | 0.05% | +1,243 | New |
| Baron Financial Group, LLC | 1,254 | $78.9K | 0.05% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,326 | $83.0K | 0.09% | +4+0.3% | Added |
| Curi Capital | 1,336 | $84.0K | 0.02% | +888+198.2% | Added |
| American State Bank (Iowa) | 1,350 | $84.9K | 0.07% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,389 | $87.0K | 0.03% | −1,235−47.1% | Reduced |
| Cyrus J. Lawrence, LLC | 1,381 | $87.0K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,404 | $88.0K | 0.05% | −412−22.7% | Reduced |
| Westchester Capital Management, Inc. | 1,405 | $88.0K | 0.03% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,438 | $90.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 1,460 | $92.0K | 0.01% | −3,923−72.9% | Reduced |
| Ellevest, Inc. | 1,481 | $93.0K | 0.01% | −185−11.1% | Reduced |
| Wagner Wealth Management, LLC | 1,486 | $93.0K | 0.07% | +1,486 | New |
| AllSquare Wealth Management LLC | 1,496 | $94.0K | 0.06% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,538 | $96.8K | 0.04% | −30−1.9% | Reduced |
| Insight Inv LLC | 1,560 | $99.0K | 0.10% | +1,560 | New |
| Rockbridge Investment Management, LCC | 1,587 | $99.8K | 0.02% | −1,192−42.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,601 | $101.0K | 0.03% | +1,193+292.4% | Added |
| Vectors Research Management, LLC | 1,641 | $103.0K | 0.03% | −448−21.4% | Reduced |
| Life Planning Partners, Inc | 1,629 | $103.0K | 0.12% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,696 | $106.0K | 0.11% | +4+0.2% | Added |
| Antonetti Capital Management LLC | 1,750 | $110.0K | 0.12% | −200−10.3% | Reduced |
| Earnest Partners LLC | 1,777 | $112.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,789 | $113.0K | 0.06% | +6+0.3% | Added |
| PSI Advisors, LLC | 1,821 | $115.0K | 0.06% | −362−16.6% | Reduced |
| PFG Private Wealth Management, LLC | 1,904 | $120.0K | 0.07% | +11+0.6% | Added |
| Lowe Wealth Advisors, LLC | 1,938 | $122.0K | 0.07% | 00.0% | Unchanged |
| Core Alternative Capital | 1,992 | $125.0K | 0.03% | +374+23.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,000 | $126.0K | 0.02% | −1,979−49.7% | Reduced |
| Johnson Midwest Financial, LLC | 2,009 | $126.0K | 0.17% | +323+19.2% | Added |
| Karlinski Andrew C | 2,052 | $129.0K | 0.19% | +10.0% | Added |
| Rise Advisors, LLC | 2,082 | $131.0K | 0.13% | +465+28.8% | Added |
| Investment Research & Advisory Group, Inc. | 2,102 | $132.0K | 0.10% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,131 | $134.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,164 | $136.0K | 0.10% | 00.0% | Unchanged |
| Lipe & Dalton | 2,200 | $138.0K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 2,233 | $140.0K | 0.09% | −6,144−73.3% | Reduced |
| Kessler Investment Group, LLC | 2,231 | $140.0K | 0.12% | +871+64.0% | Added |
| Your Advocates Ltd., LLP | 2,233 | $140.0K | 0.08% | +1,975+765.5% | Added |
| Institutional & Family Asset Management, LLC | 2,236 | $141.0K | 0.02% | −213−8.7% | Reduced |
| Optimum Investment Advisors | 2,288 | $144.0K | 0.07% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,301 | $145.0K | 0.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,310 | $145.0K | 0.19% | +2,310 | New |
| NVWM, LLC | 2,309 | $146.0K | 0.06% | −92−3.8% | Reduced |
| Baldwin Brothers Inc | 2,320 | $146.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,320 | $146.0K | 0.32% | 00.0% | Unchanged |
| Riverview Trust Co | 2,368 | $149.0K | 0.13% | +125+5.6% | Added |
| Seldon Capital LP | 2,389 | $150.0K | 0.09% | 00.0% | Unchanged |
| Corsicana & Co. | 2,429 | $153.0K | 0.12% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,455 | $154.0K | 0.03% | +3+0.1% | Added |
| Bourgeon Capital Management LLC | 2,489 | $157.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 2,590 | $162.0K | 0.09% | +90+3.6% | Added |
| First Community Trust NA | 2,594 | $163.0K | 0.19% | −50−1.9% | Reduced |
| Atlas Capital Advisors LLC | 2,627 | $165.3K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,660 | $167.3K | 0.09% | +3+0.1% | Added |
| Clearview Wealth Advisors LLC | 2,688 | $169.0K | 0.13% | −257−8.7% | Reduced |
| Byrne Asset Management LLC | 2,730 | $172.0K | 0.13% | −125−4.4% | Reduced |
| O'Brien Wealth Partners LLC | 2,747 | $173.0K | 0.07% | +17+0.6% | Added |
| Truvestments Capital LLC | 2,850 | $179.0K | 0.10% | +2,850 | New |
| Bellevue Asset Management, LLC | 2,973 | $187.0K | 0.14% | +5+0.2% | Added |
| Crewe Advisors LLC | 2,988 | $188.0K | 0.04% | +2,188+273.5% | Added |
| Aua Capital Management, LLC | 3,000 | $189.0K | 0.11% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 3,020 | $190.0K | 0.02% | −236−7.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,026 | $190.0K | 0.10% | +3,026 | New |
| Acima Private Wealth, LLC | 3,045 | $191.6K | 0.10% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 3,080 | $193.0K | 0.18% | +489+18.9% | Added |
| Country Trust Bank | 3,144 | $198.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 3,153 | $198.0K | 0.15% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 3,234 | $201.0K | 0.18% | −70−2.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 3,200 | $201.0K | 0.01% | +3,200 | New |
| Palisades Hudson Asset Management, L.P. | 3,193 | $201.0K | 0.11% | +3,193 | New |
| Unio Capital LLC | 3,200 | $201.0K | 0.12% | +3,200 | New |
| JSF Financial, LLC | 3,192 | $201.0K | 0.09% | +3,192 | New |
| Act Wealth Management, LLC | 3,230 | $203.0K | 0.13% | −110−3.3% | Reduced |
| Sunburst Financial Group, LLC | 3,234 | $203.0K | 0.10% | −15−0.5% | Reduced |
| WFA of San Diego, LLC | 3,239 | $204.0K | 0.17% | −403−11.1% | Reduced |
| Bensler, LLC | 3,251 | $204.5K | 0.05% | +3,251 | New |
| Echo45 Advisors LLC | 3,259 | $205.0K | 0.19% | −1,313−28.7% | Reduced |
| Altshuler Shaham Ltd | 3,236 | $205.0K | 0.00% | −449−12.2% | Reduced |
| One Capital Management, LLC | 3,267 | $205.0K | 0.01% | +3,267 | New |
| Cottage Street Advisors LLC | 3,274 | $206.0K | 0.15% | +39+1.2% | Added |
| Verition Fund Management LLC | 3,277 | $206.0K | 0.00% | +3,277 | New |
| Goelzer Investment Management, Inc. | 3,279 | $206.0K | 0.02% | +3,279 | New |
| Strategic Point Investment Advisors, LLC | 3,310 | $208.0K | 0.06% | +3,310 | New |
| Bruderman Asset Management, LLC | 3,303 | $208.0K | 0.37% | +3,303 | New |
| Walkner Condon Financial Advisors LLC | 3,303 | $208.0K | 0.07% | +3,303 | New |
| Aj Wealth Strategies, LLC | 3,318 | $209.0K | 0.01% | +3,318 | New |
| Northeast Financial Group, Inc. | 3,332 | $209.6K | 0.18% | −979−22.7% | Reduced |
| Landmark Financial Advisors, LLC | 3,336 | $210.0K | 0.10% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,343 | $210.0K | 0.09% | +2+0.1% | Added |
| Traynor Capital Management, Inc. | 3,342 | $210.0K | 0.04% | +3,342 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,277 | $211.0K | 0.16% | 00.0% | Unchanged |