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, Q3 2022
Institutional positions in Coca Cola Co as of Sep 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
- 2,743
- +1 vs. Q2 2022
- Shares held
- 3.03B
- +14.0M (+0.5%) vs. Q2 2022
- Total value
- $169.7B
- −$19.9B (−10.5%) vs. Q2 2022
- New holders
- 124
- 1,240 more added
- Sold out
- 123
- 993 more reduced
38 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 170 | $0 | 0.00% | +170 | New |
| O'Dell Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 29 | $2.00K | 0.00% | −128−81.5% | Reduced |
| Worth Asset Management, LLC | 41 | $2.00K | 0.00% | −102−71.3% | Reduced |
| WestEnd Advisors, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Financial Synergies Wealth Advisors, Inc. | 40 | $2.24K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 57 | $3.00K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 48 | $3.00K | 0.00% | +48 | New |
| Turim 21 Investimentos Ltda. | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 91 | $5.00K | 0.00% | −19−17.3% | Reduced |
| Insight Financial Services | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| Selway Asset Management | 100 | $6.00K | 0.00% | +100 | New |
| Biglari Capital Corp. | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 132 | $7.00K | 0.00% | +132 | New |
| Evolution Advisers, Inc. | 143 | $8.00K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 124 | $8.00K | 0.01% | 00.0% | Unchanged |
| Stapp Wealth Management, PLLC | 150 | $8.00K | 0.02% | +150 | New |
| Baldrige Asset Management LLC | 167 | $9.00K | 0.00% | −10−5.6% | Reduced |
| Cedar Wealth Management, LLC | 188 | $11.0K | 0.01% | −72−27.7% | Reduced |
| Marquette Asset Management, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zeit Capital LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 195 | $11.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 154 | $12.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 227 | $13.0K | 0.00% | +142+167.1% | Added |
| Newton One Investments LLC | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 251 | $14.0K | 0.00% | +50+24.9% | Added |
| Professional Financial Advisors, LLC | 279 | $16.0K | 0.01% | +2+0.7% | Added |
| Delos Wealth Advisors, LLC | 278 | $16.0K | 0.02% | +8+3.0% | Added |
| Eukles Asset Management | 312 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 306 | $17.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 324 | $18.0K | 0.03% | −11,854−97.3% | Reduced |
| JCIC Asset Management Inc. | 303 | $18.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 341 | $19.1K | 0.01% | −265−43.7% | Reduced |
| Retirement Group, LLC | 363 | $20.0K | 0.02% | −182−33.4% | Reduced |
| Horrell Capital Management, Inc. | 356 | $20.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 355 | $20.0K | 0.02% | +1+0.3% | Added |
| Belmont Capital, LLC | 363 | $20.0K | 0.02% | +363 | New |
| RE Dickinson Investment Advisors, LLC | 380 | $21.0K | 0.02% | +1+0.3% | Added |
| James Investment Research Inc | 367 | $21.0K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 400 | $22.0K | 0.04% | 00.0% | Unchanged |
| Kenfarb & Co. | 400 | $22.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 0 | $23.0K | 0.01% | −19,003−100.0% | Reduced |
| John W. Brooker & Co., CPAs | 414 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 432 | $24.0K | 0.05% | +432 | New |
| Avion Wealth | 447 | $25.0K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 444 | $25.0K | 0.02% | +444 | New |
| WFA Asset Management Corp | 474 | $26.6K | 0.02% | +3+0.6% | Added |
| Proffitt & Goodson Inc | 477 | $27.0K | 0.01% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 490 | $27.0K | 0.01% | +490 | New |
| Horizons Wealth Management | 525 | $29.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 520 | $29.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 541 | $30.0K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 537 | $30.0K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 550 | $31.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 552 | $31.0K | 0.08% | +552 | New |
| Beaird Harris Wealth Management, LLC | 588 | $33.0K | 0.01% | +4+0.7% | Added |
| Osterweis Capital Management Inc | 593 | $33.0K | 0.00% | +593 | New |
| Centiva Capital, LP | 609 | $34.0K | 0.00% | −20,398−97.1% | Reduced |
| Arcadia Investment Management Corp | 628 | $35.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 636 | $35.0K | 0.06% | +3+0.5% | Added |
| Axim Planning & Wealth | 629 | $35.0K | 0.03% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 656 | $36.0K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 643 | $36.0K | 0.02% | +643 | New |
| Riggs Asset Managment Co. Inc. | 700 | $39.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 697 | $39.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 698 | $39.0K | 0.01% | +171+32.4% | Added |
| MBM Wealth Consultants, LLC | 730 | $41.0K | 0.02% | +547+298.9% | Added |
| Sawyer & Company, Inc | 749 | $42.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 749 | $42.0K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 750 | $42.0K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 764 | $43.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 762 | $43.0K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 760 | $43.0K | 0.05% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 809 | $45.0K | 0.04% | +6+0.7% | Added |
| LSV Asset Management | 800 | $45.0K | 0.00% | 00.0% | Unchanged |
| Sycomore Asset Management | 770 | $45.0K | 0.01% | +770 | New |
| Raffa Wealth Management, LLC | 866 | $48.5K | 0.02% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 881 | $49.0K | 0.07% | −2,973−77.1% | Reduced |
| HighMark Wealth Management LLC | 866 | $49.0K | 0.04% | +5+0.6% | Added |
| Aspire Private Capital, LLC | 902 | $51.0K | 0.02% | −25−2.7% | Reduced |
| PrairieView Partners, LLC | 927 | $52.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 947 | $53.0K | 0.06% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 961 | $54.0K | 0.04% | +651+210.0% | Added |
| Cowen Prime Advisors LLC | 1,000 | $56.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,000 | $56.0K | 0.06% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,047 | $58.6K | 0.03% | +3+0.3% | Added |
| Your Advocates Ltd., LLP | 1,054 | $59.0K | 0.04% | −1,179−52.8% | Reduced |
| Danda Trouve Investment Management, Inc. | 1,053 | $59.0K | 0.11% | +7+0.7% | Added |
| FAI Wealth Management | 1,080 | $60.0K | 0.06% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,077 | $60.0K | 0.06% | +1,077 | New |
| DB Wealth Management Group, LLC | 1,135 | $64.0K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,077 | $64.0K | 0.05% | +104+10.7% | Added |
| FSC Wealth Advisors, LLC | 1,151 | $65.0K | 0.63% | +10+0.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,175 | $66.0K | 0.04% | 00.0% | Unchanged |