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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 4,554 | $286.0K | 0.05% | −33−0.7% | Reduced |
| Madison Wealth Management | 4,565 | $287.0K | 0.07% | −255−5.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,581 | $288.0K | 0.18% | −101−2.2% | Reduced |
| Intelligent Financial Strategies | 4,584 | $288.0K | 0.29% | +7+0.2% | Added |
| JJJ Advisors Inc. | 4,484 | $288.0K | 0.09% | +547+13.9% | Added |
| Benin Management CORP | 4,597 | $289.0K | 0.11% | −19,400−80.8% | Reduced |
| Redmond Asset Management, LLC | 4,588 | $289.0K | 0.10% | −29−0.6% | Reduced |
| Ategra Capital Management, LLC | 4,600 | $289.4K | 0.15% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 4,602 | $290.0K | 0.32% | +400+9.5% | Added |
| Boothbay Fund Management, LLC | 4,614 | $290.0K | 0.01% | +4,614 | New |
| Quantum Financial Advisors, LLC | 4,571 | $291.0K | 0.11% | +4,571 | New |
| Kellett Schaffner Wealth Advisors LLC | 4,637 | $292.0K | 0.38% | +508+12.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 4,683 | $295.0K | 0.38% | +1,001+27.2% | Added |
| Heron Financial Group, LLC | 4,699 | $296.0K | 0.18% | −1,400−23.0% | Reduced |
| McRae Capital Management Inc | 4,705 | $296.0K | 0.08% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,707 | $296.0K | 0.04% | +10.0% | Added |
| Security Financial Services, INC. | 4,711 | $296.0K | 0.09% | +10.0% | Added |
| Beacon Capital Management, LLC | 4,808 | $297.0K | 0.07% | −2,040−29.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 4,729 | $297.0K | 0.15% | +767+19.4% | Added |
| Adamsbrown Wealth Consultants LLC | 4,725 | $297.0K | 0.23% | +785+19.9% | Added |
| Drake & Associates, LLC | 4,727 | $297.0K | 0.17% | +4,727 | New |
| DMG Group, LLC | 4,669 | $298.0K | 0.35% | −136−2.8% | Reduced |
| MKT Advisors LLC | 4,751 | $299.0K | 0.23% | +45+1.0% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,767 | $300.0K | 0.10% | −443−8.5% | Reduced |
| ForthRight Wealth Management, LLC | 4,787 | $301.0K | 0.17% | −1,458−23.3% | Reduced |
| Amica Retiree Medical Trust | 4,789 | $301.0K | 0.34% | +4,789 | New |
| Watchman Group, Inc. | 4,800 | $302.0K | 0.19% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,720 | $302.0K | 0.06% | +4,720 | New |
| Blackhawk Capital Partners LLC. | 4,818 | $303.0K | 0.24% | −24,491−83.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 4,835 | $303.0K | 0.01% | −6,406−57.0% | Reduced |
| Athena Investment Management | 4,810 | $303.0K | 0.24% | −25−0.5% | Reduced |
| Mathes Company, Inc. | 4,820 | $303.0K | 0.15% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 4,847 | $305.0K | 0.37% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 4,841 | $305.0K | 0.01% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 4,848 | $305.0K | 0.13% | +10+0.2% | Added |
| Acorn Wealth Advisors, LLC | 4,841 | $305.0K | 0.24% | +344+7.6% | Added |
| MBE Wealth Management, LLC | 4,862 | $306.0K | 0.21% | −840−14.7% | Reduced |
| Probity Advisors, Inc. | 4,871 | $306.0K | 0.07% | −120−2.4% | Reduced |
| First Commonwealth Financial Corp | 4,864 | $306.0K | 0.11% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 4,900 | $308.0K | 0.21% | +200+4.3% | Added |
| Howard Financial Services, Ltd. | 4,900 | $308.0K | 0.10% | +4,900 | New |
| Sound Income Strategies, LLC | 4,904 | $309.0K | 0.04% | −51−1.0% | Reduced |
| Wrapmanager Inc | 4,905 | $309.0K | 0.10% | −4−0.1% | Reduced |
| BFSG, LLC | 4,914 | $309.0K | 0.06% | +1,586+47.7% | Added |
| Valley National Advisers Inc | 4,934 | $310.0K | 0.07% | −492−9.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,922 | $310.0K | 0.22% | +4,922 | New |
| Pinnacle Private Wealth, LLC | 4,937 | $311.0K | 0.12% | +345+7.5% | Added |
| E&G Advisors, LP | 4,938 | $311.0K | 0.11% | +4,938 | New |
| Garrison Asset Management, LLC | 4,955 | $312.0K | 0.21% | −121−2.4% | Reduced |
| Capital Management Associates | 5,000 | $314.0K | 0.46% | +5,000 | New |
| Paragon Financial Partners, Inc. | 5,007 | $315.0K | 0.32% | −1,031−17.1% | Reduced |
| Stanley-Laman Group, Ltd. | 5,000 | $315.0K | 0.06% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,002 | $315.0K | 0.11% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 5,000 | $315.0K | 0.05% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 5,002 | $315.0K | 0.22% | +31+0.6% | Added |
| Ern LLC | 5,000 | $315.0K | 0.35% | +5,000 | New |
| Disciplined Investments, LLC | 5,019 | $316.0K | 0.14% | +50+1.0% | Added |
| Foster & Motley Inc | 5,040 | $317.0K | 0.03% | −3−0.1% | Reduced |
| High Falls Advisors, Inc | 5,049 | $318.0K | 0.10% | +10.0% | Added |
| Spears Abacus Advisors LLC | 5,060 | $318.0K | 0.03% | +319+6.7% | Added |
| Piscataqua Savings Bank | 5,068 | $319.0K | 0.28% | −226−4.3% | Reduced |
| Private Management Group Inc | 5,076 | $319.0K | 0.01% | +294+6.1% | Added |
| TCWP LLC | 5,102 | $320.0K | 0.07% | −11−0.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,897 | $320.0K | 0.03% | +214+4.6% | Added |
| Pflug Koory, LLC | 5,100 | $321.0K | 0.19% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,101 | $321.0K | 0.17% | +10.0% | Added |
| WMG Financial Advisors, LLC | 5,112 | $321.0K | 0.28% | +152+3.1% | Added |
| Chapman Investment Management, LLC | 5,120 | $322.0K | 0.22% | 00.0% | Unchanged |
| CMC Financial Group | 5,140 | $323.0K | 0.55% | 00.0% | Unchanged |
| Total Investment Management Inc | 5,127 | $323.0K | 0.06% | −169−3.2% | Reduced |
| Abundance Wealth Counselors | 5,135 | $323.0K | 0.09% | +75+1.5% | Added |
| Long Run Wealth Advisors, LLC | 5,154 | $324.0K | 0.13% | +1,044+25.4% | Added |
| Liberty Capital Management, Inc. | 5,164 | $325.0K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,152 | $326.0K | 0.06% | −11,208−68.5% | Reduced |
| Bill Few Associates, Inc. | 5,181 | $326.0K | 0.21% | −400−7.2% | Reduced |
| Albion Financial Group | 5,187 | $326.0K | 0.03% | −203−3.8% | Reduced |
| Element Wealth, LLC | 5,185 | $326.0K | 0.32% | −37−0.7% | Reduced |
| WealthBridge Capital Management, LLC | 5,186 | $326.0K | 0.14% | +257+5.2% | Added |
| Security Asset Management | 5,187 | $326.0K | 0.18% | +410+8.6% | Added |
| Twin Focus Capital Partners, LLC | 5,206 | $327.0K | 0.07% | −11−0.2% | Reduced |
| Landaas & Co | 5,213 | $328.0K | 0.20% | −2,037−28.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,217 | $328.0K | 0.10% | −357−6.4% | Reduced |
| Calton & Associates, Inc. | 5,238 | $329.0K | 0.18% | −2,227−29.8% | Reduced |
| Diversified, LLC | 5,227 | $329.0K | 0.14% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,222 | $329.0K | 0.09% | +5,222 | New |
| Southern Capital Advisors, LLC | 5,251 | $330.0K | 0.26% | −48−0.9% | Reduced |
| Silvant Capital Management LLC | 5,209 | $330.0K | 0.08% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,261 | $331.0K | 0.17% | +10+0.2% | Added |
| Congress Asset Management Co | 5,265 | $331.0K | 0.00% | +1,945+58.6% | Added |
| Vision Capital Management, Inc. | 5,288 | $333.0K | 0.06% | −552−9.5% | Reduced |
| Rock Creek Group, LP | 5,297 | $333.0K | 0.04% | +70+1.3% | Added |
| Objective Capital Management, LLC | 5,294 | $333.0K | 0.34% | +156+3.0% | Added |
| Machina Capital S.A.S. | 5,300 | $333.0K | 0.75% | +5,300 | New |
| Miller Investment Management, LP | 5,310 | $334.0K | 0.07% | 00.0% | Unchanged |
| Ade, LLC | 5,304 | $334.0K | 0.36% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 5,328 | $335.0K | 0.24% | +479+9.9% | Added |
| Optas, LLC | 5,319 | $335.0K | 0.14% | +1,098+26.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,322 | $335.0K | 0.50% | +5,322 | New |
| Sippican Capital Advisors | 5,347 | $336.0K | 0.33% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 5,350 | $337.0K | 0.42% | −1,150−17.7% | Reduced |