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 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 8,673 | $546.0K | 0.23% | +25+0.3% | Added |
| Westbourne Investment Advisors, Inc. | 8,701 | $547.0K | 0.34% | 00.0% | Unchanged |
| First American Bank | 8,702 | $547.4K | 0.06% | +41+0.5% | Added |
| Strategic Financial Services, Inc, | 8,719 | $548.0K | 0.05% | +2,400+38.0% | Added |
| Pure Financial Advisors, Inc. | 8,705 | $548.0K | 0.03% | +4,695+117.1% | Added |
| Plante Moran Financial Advisors, LLC | 8,725 | $549.0K | 0.09% | +550+6.7% | Added |
| Hanseatic Management Services Inc | 8,721 | $549.0K | 1.25% | +8,721 | New |
| Nadler Financial Group, Inc. | 8,750 | $550.0K | 0.10% | +56+0.6% | Added |
| Sage Private Wealth Group, LLC | 8,752 | $551.0K | 0.79% | −528−5.7% | Reduced |
| Bristlecone Advisors, LLC | 8,771 | $552.0K | 0.07% | −50−0.6% | Reduced |
| Minot Wealth Management LLC | 8,775 | $552.0K | 0.14% | +153+1.8% | Added |
| Maryland Capital Management | 8,785 | $553.0K | 0.04% | −662−7.0% | Reduced |
| Oder Investment Management, LLC | 8,810 | $554.0K | 0.68% | −1,506−14.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,808 | $554.0K | 0.32% | −972−9.9% | Reduced |
| Monograph Wealth Advisors, LLC | 8,751 | $554.0K | 0.16% | −241−2.7% | Reduced |
| Evermay Wealth Management LLC | 8,791 | $557.0K | 0.11% | −150−1.7% | Reduced |
| Accurate Wealth Management, LLC | 8,885 | $559.0K | 0.30% | −23,282−72.4% | Reduced |
| WNY Asset Management, LLC | 8,832 | $559.0K | 0.19% | −94−1.1% | Reduced |
| MCF Advisors LLC | 8,875 | $560.0K | 0.06% | +594+7.2% | Added |
| Carolinas Wealth Consulting LLC | 40,658 | $561.0K | 0.14% | +32,358+389.9% | Added |
| Key Financial Inc | 8,777 | $565.0K | 0.31% | +179+2.1% | Added |
| Vise Technologies, Inc. | 8,988 | $565.0K | 0.22% | +4,504+100.4% | Added |
| TD Ameritrade Investment Management, LLC | 9,019 | $567.0K | 0.01% | −4,992−35.6% | Reduced |
| Cowa, LLC | 9,062 | $570.0K | 0.33% | +11+0.1% | Added |
| Detalus Advisors, LLC | 9,073 | $571.0K | 0.34% | −2,660−22.7% | Reduced |
| Searle & Co. | 9,075 | $571.0K | 0.23% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 9,080 | $571.0K | 0.28% | +1,997+28.2% | Added |
| Wealth Architects, LLC | 9,091 | $572.0K | 0.11% | −184−2.0% | Reduced |
| First United Bank Trust | 9,097 | $572.0K | 0.26% | +4,112+82.5% | Added |
| Stockman Wealth Management, Inc. | 9,102 | $573.0K | 0.15% | −67−0.7% | Reduced |
| Circle Wealth Management, LLC | 9,111 | $573.0K | 0.09% | +9+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,159 | $576.0K | 0.09% | +10.0% | Added |
| Zhang Financial LLC | 9,183 | $578.0K | 0.09% | +2,101+29.7% | Added |
| Alera Investment Advisors, LLC | 9,204 | $579.0K | 0.16% | −1,108−10.7% | Reduced |
| Zions Bancorporation, N.A. | 9,217 | $580.0K | 0.06% | −2,605−22.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 9,223 | $580.0K | 0.64% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 9,262 | $583.0K | 0.27% | −15−0.2% | Reduced |
| Firethorn Wealth Partners, LLC | 9,066 | $585.0K | 0.48% | +127+1.4% | Added |
| Thompson Davis & Co., Inc. | 9,305 | $585.0K | 0.96% | +1,000+12.0% | Added |
| Alan B. Lancz & Associates, Inc. | 9,150 | $587.0K | 0.58% | −606−6.2% | Reduced |
| Kore Private Wealth LLC | 9,351 | $588.0K | 0.09% | −469−4.8% | Reduced |
| Front Barnett Associates LLC | 9,351 | $588.0K | 0.07% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 9,345 | $588.0K | 0.04% | +404+4.5% | Added |
| Occidental Asset Management, LLC | 9,358 | $589.0K | 0.17% | 00.0% | Unchanged |
| Laraway Financial Inc | 9,370 | $590.0K | 0.63% | −380−3.9% | Reduced |
| Acropolis Investment Management, LLC | 9,375 | $590.0K | 0.06% | +1,235+15.2% | Added |
| Bordeaux Wealth Advisors LLC | 9,402 | $591.0K | 0.41% | −435−4.4% | Reduced |
| Notis-McConarty Edward | 9,400 | $591.0K | 0.25% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 9,403 | $592.0K | 0.37% | −3,438−26.8% | Reduced |
| Spinnaker Investment Group, LLC | 9,418 | $592.0K | 0.24% | −815−8.0% | Reduced |
| Morris Financial Concepts, Inc. | 9,403 | $592.0K | 0.56% | +124+1.3% | Added |
| Cutter & CO Brokerage, Inc. | 9,443 | $594.0K | 0.20% | −645−6.4% | Reduced |
| Family Management Corp | 9,454 | $595.0K | 0.17% | −6,227−39.7% | Reduced |
| Vivaldi Capital Management, LLC | 9,453 | $595.0K | 0.15% | −570−5.7% | Reduced |
| Vicus Capital | 9,464 | $595.0K | 0.07% | −285−2.9% | Reduced |
| Ifrah Financial Services, Inc. | 9,528 | $599.0K | 0.19% | −161−1.7% | Reduced |
| Flynn Zito Capital Management, LLC | 9,547 | $601.0K | 0.33% | −3,397−26.2% | Reduced |
| Arvest Trust Co N A | 9,554 | $601.0K | 0.04% | −306−3.1% | Reduced |
| KFA Private Wealth Group, LLC | 9,547 | $601.0K | 0.33% | −162−1.7% | Reduced |
| Van Cleef Asset Management,Inc | 9,560 | $601.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance | 9,564 | $601.0K | 0.12% | +1,295+15.7% | Added |
| Ballast Advisors LLC | 9,570 | $602.0K | 0.27% | +13+0.1% | Added |
| Tradewinds, LLC. | 9,587 | $603.0K | 0.41% | +9,587 | New |
| IFG Advisors, LLC | 9,598 | $604.0K | 0.31% | 00.0% | Unchanged |
| Knott David M Jr | 9,600 | $604.0K | 0.28% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,631 | $606.0K | 0.26% | +4,554+89.7% | Added |
| Richwood Investment Advisors, LLC | 9,686 | $609.0K | 0.61% | −400−4.0% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,700 | $610.2K | 0.94% | −1,500−13.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 9,708 | $611.0K | 0.20% | −56−0.6% | Reduced |
| Orser Capital Management, LLC | 9,718 | $611.0K | 0.84% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 9,715 | $611.0K | 0.67% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 9,794 | $616.0K | 0.34% | +79+0.8% | Added |
| Beacon Financial Advisory LLC | 9,788 | $616.0K | 0.35% | +131+1.4% | Added |
| Capital Wealth Planning, LLC | 9,815 | $617.0K | 0.01% | −1,632,578−99.4% | Reduced |
| Tarbox Family Office, Inc. | 9,804 | $617.0K | 0.14% | +2,401+32.4% | Added |
| Ssi Investment Management LLC | 9,829 | $618.0K | 0.04% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 11,022 | $620.0K | 0.33% | +1,363+14.1% | Added |
| Creative Financial Designs Inc | 9,869 | $621.0K | 0.10% | −1,390−12.3% | Reduced |
| Silicon Hills Wealth Management, LLC | 9,873 | $621.0K | 0.45% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 9,937 | $621.0K | 0.34% | +183+1.9% | Added |
| Annex Advisory Services, LLC | 9,875 | $621.0K | 0.04% | +2,427+32.6% | Added |
| Archer Investment Corp | 9,899 | $622.7K | 0.25% | +100+1.0% | Added |
| First International Bank & Trust | 9,904 | $623.0K | 0.23% | +1,084+12.3% | Added |
| Waterfront Wealth Inc. | 9,919 | $624.0K | 0.25% | +2,790+39.1% | Added |
| Compass Financial Advisors LLC | 9,973 | $627.0K | 0.85% | +988+11.0% | Added |
| Connecticut Wealth Management, LLC | 9,977 | $628.0K | 0.05% | +507+5.4% | Added |
| ERTS Wealth Advisors, LLC | 10,006 | $629.0K | 0.18% | −15−0.1% | Reduced |
| Willis Investment Counsel | 10,000 | $629.0K | 0.04% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 10,000 | $629.0K | 0.58% | 00.0% | Unchanged |
| Vigilare Wealth Management | 10,030 | $631.0K | 0.68% | −193−1.9% | Reduced |
| Linker Capital Management Inc. | 10,060 | $633.0K | 0.79% | 00.0% | Unchanged |
| HC Advisors, LLC | 10,056 | $633.0K | 0.45% | +1,330+15.2% | Added |
| Everhart Financial Group, Inc. | 10,077 | $634.0K | 0.39% | +1,614+19.1% | Added |
| Finer Wealth Management, Inc. | 10,099 | $635.0K | 0.58% | 00.0% | Unchanged |
| Corton Capital Inc. | 10,104 | $636.0K | 0.60% | −6,702−39.9% | Reduced |
| King Wealth | 10,104 | $636.0K | 0.15% | −927−8.4% | Reduced |
| Clear Creek Financial Management, LLC | 10,112 | $636.0K | 0.13% | −900−8.2% | Reduced |
| Gray Wealth Management Inc. | 10,152 | $639.0K | 0.39% | +778+8.3% | Added |
| Private Capital Management LLC | 10,326 | $640.0K | 0.20% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 10,214 | $643.0K | 0.17% | 00.0% | Unchanged |