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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 167,150 | $10.5M | 0.63% | −4,250−2.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 165,434 | $10.5M | 0.21% | +150+0.1% | Added |
| Bartlett & Co. LLC | 165,434 | $10.5M | 0.21% | +150+0.1% | Added |
| Crestwood Advisors Group LLC | 166,407 | $10.5M | 0.35% | +4,172+2.6% | Added |
| Adams Diversified Equity Fund, Inc. | 165,700 | $10.4M | 0.50% | −271,500−62.1% | Reduced |
| LaFleur & Godfrey LLC | 165,330 | $10.4M | 1.65% | −2,863−1.7% | Reduced |
| Logan Capital Management Inc | 165,207 | $10.4M | 0.60% | −17,684−9.7% | Reduced |
| Beacon Pointe Advisors, LLC | 164,681 | $10.4M | 0.22% | −122,115−42.6% | Reduced |
| Corient Capital Partners, LLC | 164,370 | $10.3M | 0.78% | +11,374+7.4% | Added |
| Achmea Investment Management B.V. | 163,463 | $10.3M | 0.33% | +784+0.5% | Added |
| Andra AP-fonden | 162,700 | $10.2M | 0.29% | +162,700 | New |
| Advisory Services Network, LLC | 162,510 | $10.2M | 0.35% | +7,033+4.5% | Added |
| Prio Wealth Limited Partnership | 162,498 | $10.2M | 0.41% | −710−0.4% | Reduced |
| MAI Capital Management | 159,749 | $10.1M | 0.19% | +5,041+3.3% | Added |
| Horizon Investments, LLC | 156,890 | $9.87M | 0.32% | +34,518+28.2% | Added |
| Ameritas Investment Partners, Inc. | 156,729 | $9.86M | 0.43% | −1,908−1.2% | Reduced |
| Shelton Capital Management | 154,724 | $9.73M | 0.44% | +1,220+0.8% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 155,082 | $9.64M | 2.03% | 00.0% | Unchanged |
| South Street Advisors LLC | 152,030 | $9.56M | 2.18% | +120,400+380.7% | Added |
| Founders Capital Management, LLC | 151,916 | $9.56M | 2.45% | −792−0.5% | Reduced |
| Howe & Rusling Inc | 151,627 | $9.54M | 1.21% | +14,054+10.2% | Added |
| Williams Jones Wealth Management, LLC. | 151,224 | $9.51M | 0.15% | +19,979+15.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 150,979 | $9.50M | 0.83% | −13,000−7.9% | Reduced |
| American Assets Investment Management, LLC | 150,060 | $9.44M | 1.18% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 149,779 | $9.42M | 0.41% | −3,597−2.3% | Reduced |
| Berkshire Asset Management LLC | 149,216 | $9.39M | 0.61% | −1,827−1.2% | Reduced |
| Patton Albertson Miller Group, LLC | 148,686 | $9.35M | 1.91% | −1,765−1.2% | Reduced |
| Jacobs & Co | 148,391 | $9.34M | 1.25% | −9,484−6.0% | Reduced |
| CBOE Vest Financial, LLC | 144,642 | $9.29M | 1.69% | +4,474+3.2% | Added |
| Exencial Wealth Advisors, LLC | 146,923 | $9.24M | 0.53% | +192+0.1% | Added |
| Veritas Asset Management LLP | 146,684 | $9.23M | 0.07% | −68,316−31.8% | Reduced |
| Equitable Trust Co | 146,097 | $9.19M | 0.68% | +4,812+3.4% | Added |
| Gradient Investments LLC | 144,947 | $9.12M | 0.27% | +262+0.2% | Added |
| TRH Financial, LLC | 144,472 | $9.09M | 3.06% | +815+0.6% | Added |
| KMG Fiduciary Partners, LLC | 143,790 | $9.05M | 1.69% | +3,383+2.4% | Added |
| Trustmark National Bank Trust Department | 143,694 | $9.04M | 0.81% | −22,956−13.8% | Reduced |
| Nicholas Company, Inc. | 143,515 | $9.03M | 0.20% | 00.0% | Unchanged |
| Community Bank, N.A. | 142,771 | $8.98M | 1.29% | −2,511−1.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 142,571 | $8.97M | 3.43% | −881−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 142,110 | $8.94M | 0.95% | −711−0.5% | Reduced |
| Bellecapital International Ltd. | 141,952 | $8.93M | 2.49% | 00.0% | Unchanged |
| Sky Investment Group LLC | 141,208 | $8.88M | 2.13% | −4,898−3.4% | Reduced |
| Atria Wealth Solutions, Inc. | 140,661 | $8.88M | 0.18% | −32,418−18.7% | Reduced |
| Saratoga Research & Investment Management | 140,480 | $8.84M | 0.44% | −3,101−2.2% | Reduced |
| Timucuan Asset Management Inc | 139,736 | $8.79M | 0.41% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 138,242 | $8.70M | 0.68% | −115−0.1% | Reduced |
| LGT Fund Management Co Ltd. | 138,164 | $8.69M | 1.27% | −11,862−7.9% | Reduced |
| Hutner Capital Management Inc | 137,035 | $8.62M | 5.66% | +954+0.7% | Added |
| South Dakota Investment Council | 136,987 | $8.62M | 0.20% | −1,242−0.9% | Reduced |
| Matrix Asset Advisors Inc | 136,464 | $8.59M | 1.32% | −205,751−60.1% | Reduced |
| Wealth Advisory Solutions, LLC | 136,431 | $8.58M | 2.11% | +22,802+20.1% | Added |
| ProVise Management Group, LLC | 135,509 | $8.53M | 0.91% | −26,581−16.4% | Reduced |
| Capital Investment Counsel, Inc | 135,167 | $8.50M | 2.12% | −3,512−2.5% | Reduced |
| Chemung Canal Trust Co | 134,293 | $8.45M | 1.93% | +1,325+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 133,928 | $8.43M | 0.10% | −2,275−1.7% | Reduced |
| Moors & Cabot, Inc. | 133,569 | $8.40M | 0.60% | +1,633+1.2% | Added |
| Lido Advisors, LLC | 133,362 | $8.39M | 0.18% | +47,185+54.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 133,295 | $8.39M | 0.77% | +18,549+16.2% | Added |
| Stonebridge Capital Management Inc | 132,587 | $8.34M | 3.80% | −7,400−5.3% | Reduced |
| Wedbush Securities Inc | 132,443 | $8.33M | 0.45% | +1,571+1.2% | Added |
| Ieq Capital, LLC | 131,755 | $8.29M | 0.25% | +33,785+34.5% | Added |
| Parsec Financial Management, Inc. | 131,505 | $8.27M | 0.40% | +19,489+17.4% | Added |
| Jensen Investment Management Inc | 131,409 | $8.27M | 0.07% | +650+0.5% | Added |
| Boston Private Wealth LLC | 130,648 | $8.22M | 0.13% | +3,726+2.9% | Added |
| Patten & Patten Inc | 130,372 | $8.20M | 0.72% | −10,001−7.1% | Reduced |
| Old National Bancorp | 130,258 | $8.20M | 0.28% | +20,272+18.4% | Added |
| Winton Group Ltd | 129,841 | $8.17M | 0.43% | +91,365+237.5% | Added |
| Avantax Advisory Services, Inc. | 129,636 | $8.15M | 0.12% | +9,553+8.0% | Added |
| Brinker Capital Investments, LLC | 128,693 | $8.10M | 0.15% | +24,409+23.4% | Added |
| Bridgeway Capital Management, LLC | 128,214 | $8.07M | 0.18% | −31,750−19.8% | Reduced |
| AMG National Trust Bank | 125,885 | $8.06M | 0.30% | −4,194−3.2% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 126,876 | $7.98M | 0.23% | −20,094−13.7% | Reduced |
| Everett Harris & Co | 126,327 | $7.95M | 0.14% | −7,057−5.3% | Reduced |
| Motco | 126,174 | $7.94M | 0.60% | −21,753−14.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 125,940 | $7.92M | 2.43% | +11,593+10.1% | Added |
| Advisor Partners LLC | 125,154 | $7.87M | 0.55% | +12,873+11.5% | Added |
| Wesleyan Assurance Society | 125,000 | $7.87M | 1.13% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 124,420 | $7.83M | 0.45% | +397+0.3% | Added |
| TCTC Holdings, LLC | 123,765 | $7.79M | 0.34% | −738−0.6% | Reduced |
| Rodgers Brothers Inc. | 123,335 | $7.76M | 1.53% | −2,150−1.7% | Reduced |
| Monarch Capital Management Inc | 122,369 | $7.70M | 2.29% | −2,331−1.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 121,970 | $7.67M | 0.42% | −1,299−1.1% | Reduced |
| Birch Hill Investment Advisors LLC | 121,859 | $7.67M | 0.48% | −1,898−1.5% | Reduced |
| Fiduciary Group LLC | 120,816 | $7.64M | 0.95% | +4,562+3.9% | Added |
| Moreno Evelyn V | 121,200 | $7.63M | 1.78% | −212−0.2% | Reduced |
| Azimuth Capital Investment Management LLC | 121,069 | $7.62M | 0.38% | +121,069 | New |
| Sicart Associates LLC | 119,869 | $7.59M | 2.36% | −10,630−8.1% | Reduced |
| Allen Investment Management LLC | 120,336 | $7.57M | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 119,894 | $7.54M | 0.27% | −4,089−3.3% | Reduced |
| Farmers & Merchants Investments Inc | 119,029 | $7.49M | 0.32% | +830+0.7% | Added |
| Strategic Wealth Designers | 118,968 | $7.48M | 1.87% | −28,176−19.1% | Reduced |
| Regentatlantic Capital LLC | 118,497 | $7.46M | 0.25% | +6,822+6.1% | Added |
| Greylin Investment Mangement Inc | 118,343 | $7.45M | 1.44% | −2,229−1.8% | Reduced |
| Reik & Co., LLC | 118,237 | $7.44M | 2.10% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 118,125 | $7.43M | 0.17% | −10,189−7.9% | Reduced |
| Viking Fund Management LLC | 118,000 | $7.42M | 1.72% | +4,000+3.5% | Added |
| Adell Harriman & Carpenter Inc | 117,993 | $7.42M | 0.91% | +4,466+3.9% | Added |
| Atwater Malick LLC | 117,837 | $7.41M | 3.90% | +1,742+1.5% | Added |
| Strategic Advisors LLC | 117,427 | $7.39M | 1.54% | +110.0% | Added |
| Toroso Investments, LLC | 116,869 | $7.35M | 0.27% | +13,847+13.4% | Added |