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 |
|---|---|---|---|---|---|
| Tower View Investment Management & Research LLC | 6,443 | $405.0K | 0.30% | +70+1.1% | Added |
| FirstPurpose Wealth LLC | 6,445 | $405.0K | 0.27% | +358+5.9% | Added |
| Marotta Asset Management | 6,305 | $405.9K | 0.10% | −22−0.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,460 | $406.0K | 0.04% | +1,263+24.3% | Added |
| Archetype Wealth Partners | 6,477 | $407.0K | 0.12% | +338+5.5% | Added |
| Bulltick Wealth Management, LLC | 6,420 | $407.6K | 0.11% | −4,502−41.2% | Reduced |
| Meridian Investment Counsel Inc. | 6,486 | $408.0K | 0.17% | −4−0.1% | Reduced |
| Narwhal Capital Management | 6,507 | $409.0K | 0.06% | −12,189−65.2% | Reduced |
| Cornerstone Capital, Inc. | 6,500 | $409.0K | 0.05% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 6,500 | $409.0K | 0.27% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 6,515 | $410.0K | 0.04% | −63−1.0% | Reduced |
| Rede Wealth, LLC | 6,514 | $410.0K | 0.24% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 6,529 | $411.0K | 0.02% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 6,533 | $411.0K | 1.31% | +750+13.0% | Added |
| Financial Partners Capital Management LLC | 6,538 | $411.3K | 0.09% | −50−0.8% | Reduced |
| FourThought Financial, LLC | 6,544 | $412.0K | 0.06% | +556+9.3% | Added |
| Gibson Capital, LLC | 6,590 | $412.0K | 0.12% | +1,430+27.7% | Added |
| Ascent Wealth Partners, LLC | 6,583 | $414.0K | 0.09% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 6,543 | $414.0K | 0.16% | +700+12.0% | Added |
| Parisi Gray Wealth Management | 6,595 | $415.0K | 0.22% | −1,781−21.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,597 | $415.0K | 0.17% | −865−11.6% | Reduced |
| Crescent Grove Advisors, LLC | 6,555 | $415.0K | 0.04% | −54−0.8% | Reduced |
| Cable Hill Partners, LLC | 6,600 | $415.0K | 0.10% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 6,594 | $415.0K | 0.21% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 6,589 | $415.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 6,591 | $415.0K | 0.06% | +188+2.9% | Added |
| KWMG, LLC | 6,616 | $416.0K | 0.06% | +10.0% | Added |
| Interchange Capital Partners, LLC | 6,652 | $418.0K | 0.47% | −400−5.7% | Reduced |
| Websterrogers Financial Advisors, LLC | 6,666 | $419.0K | 0.20% | −998−13.0% | Reduced |
| Rocky Mountain Advisers, LLC | 6,653 | $419.0K | 0.52% | +11+0.2% | Added |
| Iron Financial, LLC | 6,698 | $421.0K | 0.22% | −223−3.2% | Reduced |
| Beacon Financial Strategies CORP | 6,701 | $421.6K | 0.39% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 6,735 | $423.7K | 0.20% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 6,761 | $425.0K | 0.19% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 6,749 | $425.0K | 0.09% | +3,596+114.1% | Added |
| Apexium Financial, LP | 6,776 | $426.0K | 0.24% | +1,656+32.3% | Added |
| Ellenbecker Investment Group | 6,790 | $427.0K | 0.13% | +736+12.2% | Added |
| Birinyi Associates Inc | 6,794 | $427.0K | 0.19% | +2,500+58.2% | Added |
| Abner Herrman & Brock LLC | 6,784 | $427.0K | 0.07% | +2,720+66.9% | Added |
| True North Advisors, LLC | 6,814 | $428.0K | 0.13% | +413+6.5% | Added |
| Five Oceans Advisors | 6,796 | $428.0K | 0.32% | +1,729+34.1% | Added |
| CWA Asset Management Group, LLC | 6,824 | $429.0K | 0.04% | −17−0.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 6,830 | $430.0K | 0.12% | 00.0% | Unchanged |
| First National Advisers, LLC | 6,834 | $430.0K | 0.89% | +6,834 | New |
| Brown, Lisle/Cummings, Inc. | 6,860 | $431.6K | 0.24% | −370−5.1% | Reduced |
| Verus Financial Partners, Inc. | 7,036 | $432.0K | 0.06% | +195+2.9% | Added |
| Monticello Wealth Management, LLC | 6,862 | $432.0K | 0.05% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 6,862 | $432.0K | 0.30% | +139+2.1% | Added |
| Hamilton Point Investment Advisors, LLC | 6,821 | $432.0K | 0.13% | +249+3.8% | Added |
| Fort Pitt Capital Group, LLC | 6,877 | $433.0K | 0.02% | −441−6.0% | Reduced |
| Prentiss Smith & Co Inc | 6,877 | $433.0K | 0.33% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 6,903 | $434.0K | 0.18% | −410−5.6% | Reduced |
| Fort Sheridan Advisors LLC | 6,900 | $434.0K | 0.14% | −114−1.6% | Reduced |
| Pettee Investors, Inc. | 6,900 | $434.0K | 0.22% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 6,906 | $434.0K | 0.16% | +166+2.5% | Added |
| Chiron Capital Management, LLC | 6,896 | $434.0K | 0.27% | +171+2.5% | Added |
| Tiemann Investment Advisors, LLC | 6,927 | $436.0K | 0.23% | +75+1.1% | Added |
| Arlington Partners LLC | 6,926 | $436.0K | 0.14% | +130+1.9% | Added |
| Triad Financial Advisors, Inc. | 6,956 | $438.0K | 0.24% | −252−3.5% | Reduced |
| Whalerock Point Partners, LLC | 6,983 | $439.0K | 0.19% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 6,930 | $439.0K | 0.07% | +340+5.2% | Added |
| ASB Consultores, LLC | 6,997 | $440.0K | 0.19% | −8,325−54.3% | Reduced |
| Fernwood Investment Management, LLC | 6,993 | $440.0K | 0.19% | +403+6.1% | Added |
| Balasa Dinverno & Foltz LLC | 6,990 | $440.0K | 0.03% | +2,652+61.1% | Added |
| Joule Financial, LLC | 6,953 | $440.0K | 0.34% | +6,953 | New |
| Summit Wealth Partners, LLC | 7,046 | $443.3K | 0.12% | +10.0% | Added |
| Institute for Wealth Management, LLC. | 7,062 | $444.0K | 0.09% | −646−8.4% | Reduced |
| Rosenberg Matthew Hamilton | 6,897 | $444.0K | 0.17% | +615+9.8% | Added |
| Red Wave Investments LLC | 7,078 | $445.0K | 0.18% | −301−4.1% | Reduced |
| Norwood Financial Corp | 7,085 | $445.0K | 0.76% | 00.0% | Unchanged |
| Berkshire Bank | 7,067 | $445.0K | 0.13% | 00.0% | Unchanged |
| American National Bank | 7,091 | $446.0K | 0.11% | −194−2.7% | Reduced |
| Provident Wealth Management, LLC | 7,094 | $446.0K | 0.28% | +74+1.1% | Added |
| Seelaus Asset Management LLC | 7,100 | $447.0K | 0.33% | −95−1.3% | Reduced |
| Wealth Management Solutions, LLC | 7,124 | $448.0K | 0.25% | +30.0% | Added |
| M. Kraus & Co | 7,161 | $450.0K | 0.17% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 7,149 | $450.0K | 0.07% | +76+1.1% | Added |
| Aviance Capital Partners, LLC | 7,152 | $450.0K | 0.10% | +223+3.2% | Added |
| Herold Advisors, Inc. | 7,184 | $451.0K | 0.20% | +6+0.1% | Added |
| Financial Advisory Group | 7,166 | $451.0K | 0.10% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 7,178 | $452.0K | 0.07% | 00.0% | Unchanged |
| Trust Co | 7,201 | $453.0K | 0.10% | −166−2.3% | Reduced |
| Planning Center, Inc. | 7,164 | $454.0K | 0.36% | +76+1.1% | Added |
| OneAscent Wealth Management LLC | 7,188 | $455.0K | 0.23% | −350−4.6% | Reduced |
| KG&L Capital Management,LLC | 7,229 | $455.0K | 0.25% | +803+12.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 7,127 | $456.0K | 0.27% | −13−0.2% | Reduced |
| Ninepoint Partners LP | 7,258 | $457.0K | 0.07% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 7,271 | $457.0K | 0.03% | +906+14.2% | Added |
| Graypoint LLC | 7,283 | $458.0K | 0.06% | −5,059−41.0% | Reduced |
| Riverbridge Partners LLC | 7,304 | $459.0K | 0.01% | 00.0% | Unchanged |
| Broderick Brian C | 7,280 | $459.0K | 0.14% | 00.0% | Unchanged |
| Carroll Investors, Inc | 7,310 | $459.0K | 0.42% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 7,299 | $459.0K | 0.48% | +45+0.6% | Added |
| First National Corp | 7,300 | $459.0K | 0.12% | +77+1.1% | Added |
| Tradition Wealth Management, LLC | 7,303 | $459.0K | 0.07% | +332+4.8% | Added |
| Ullmann Financial Group, Inc. | 7,312 | $460.0K | 0.12% | −19−0.3% | Reduced |
| Sage Mountain Advisors LLC | 7,313 | $460.0K | 0.08% | +446+6.5% | Added |
| Matthew Goff Investment Advisor, LLC | 7,332 | $461.0K | 0.12% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 7,322 | $461.0K | 0.19% | 00.0% | Unchanged |
| Capital Square, LLC | 7,344 | $462.0K | 0.38% | −601−7.6% | Reduced |