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
- 2,742
- +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
- 1,239 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 | 3,583 | $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, 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 |
|---|---|---|---|---|---|
| Sterling Investment Advisors, Ltd. | 14,991 | $840.0K | 0.31% | +12+0.1% | Added |
| Cantor Fitzgerald, L. P. | 15,006 | $841.0K | 0.02% | −15,432−50.7% | Reduced |
| Estabrook Capital Management | 15,024 | $841.6K | 0.16% | +70.0% | Added |
| Stone Point Wealth LLC | 15,093 | $845.0K | 0.52% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 15,107 | $846.0K | 0.02% | +810+5.7% | Added |
| First Financial Corp | 15,175 | $850.0K | 0.57% | −187−1.2% | Reduced |
| First Command Bank | 15,182 | $850.0K | 0.12% | +813+5.7% | Added |
| First Command Financial Services, Inc. | 15,182 | $850.0K | 0.12% | +813+5.7% | Added |
| StrategIQ Financial Group, LLC | 15,234 | $853.0K | 0.11% | +309+2.1% | Added |
| GraniteShares Advisors LLC | 15,234 | $853.0K | 0.69% | +15,234 | New |
| Evoke Wealth, LLC | 16,094 | $854.0K | 0.03% | +5,482+51.7% | Added |
| Astoria Portfolio Advisors LLC. | 15,366 | $861.0K | 0.59% | +2,917+23.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 15,388 | $862.0K | 0.21% | +380+2.5% | Added |
| Legacy Private Trust Co. | 15,490 | $868.0K | 0.08% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 15,529 | $870.0K | 0.49% | +2,311+17.5% | Added |
| Security National Bank of Sioux City Iowa | 15,559 | $872.0K | 0.78% | −20−0.1% | Reduced |
| Oxler Private Wealth LLC | 15,627 | $875.7K | 0.49% | +106+0.7% | Added |
| Coco Enterprises, LLC | 15,531 | $876.0K | 0.79% | −1,644−9.6% | Reduced |
| Altfest L J & Co Inc | 15,629 | $876.0K | 0.16% | +61+0.4% | Added |
| V Wealth Advisors LLC | 15,676 | $878.0K | 0.18% | −7,111−31.2% | Reduced |
| EverSource Wealth Advisors, LLC | 15,685 | $878.0K | 0.20% | −2,702−14.7% | Reduced |
| Sierra Capital LLC | 15,676 | $878.0K | 0.16% | +2,212+16.4% | Added |
| Kingfisher Capital LLC | 15,690 | $879.0K | 0.24% | +2,030+14.9% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 15,756 | $882.0K | 0.07% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 15,769 | $883.0K | 0.78% | 00.0% | Unchanged |
| Marathon Capital Management | 15,808 | $886.0K | 0.25% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 15,832 | $887.0K | 0.82% | −225−1.4% | Reduced |
| America First Investment Advisors, LLC | 15,848 | $888.0K | 0.31% | 00.0% | Unchanged |
| HAP Trading, LLC | 15,902 | $891.0K | 0.12% | +15,902 | New |
| LS Investment Advisors, LLC | 15,920 | $892.0K | 0.18% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 15,929 | $892.0K | 0.25% | +200+1.3% | Added |
| Lifeworks Advisors, LLC | 14,905 | $892.0K | 0.51% | −737−4.7% | Reduced |
| Itau Unibanco Holding S.A. | 15,915 | $892.0K | 0.04% | +1,090+7.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,947 | $893.4K | 0.09% | +15,947 | New |
| Lakeview Capital Partners, LLC | 15,980 | $895.0K | 0.35% | +117+0.7% | Added |
| Lathrop Investment Management Corp | 16,037 | $898.0K | 0.24% | −62−0.4% | Reduced |
| Harrison & Co Wealth Management, LLC | 16,060 | $900.0K | 0.95% | −1,148−6.7% | Reduced |
| Hendley & Co Inc | 16,101 | $902.0K | 0.42% | −100−0.6% | Reduced |
| Palumbo Wealth Management LLC | 16,118 | $903.0K | 0.76% | +422+2.7% | Added |
| Personal Cfo Solutions, LLC | 16,200 | $907.0K | 0.23% | +245+1.5% | Added |
| LCNB Corp | 16,224 | $909.0K | 0.49% | −637−3.8% | Reduced |
| Vicus Capital | 16,259 | $911.0K | 0.11% | +6,795+71.8% | Added |
| Bell Rock Capital LLC | 16,299 | $913.0K | 1.13% | +16,299 | New |
| Bray Capital Advisors | 16,322 | $914.0K | 0.29% | 00.0% | Unchanged |
| Congress Park Capital LLC | 16,375 | $917.0K | 0.61% | −3,200−16.3% | Reduced |
| Red Cedar Investment Management, LLC | 16,375 | $917.0K | 0.16% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 16,434 | $921.0K | 0.02% | +12,441+311.6% | Added |
| Rothschild Investment Corp | 16,471 | $923.0K | 0.09% | −14,518−46.8% | Reduced |
| Wintrust Investments LLC | 16,500 | $924.0K | 0.12% | +595+3.7% | Added |
| Eagle Bay Advisors LLC | 16,473 | $925.0K | 0.58% | −145−0.9% | Reduced |
| Diversified Portfolios, Inc. | 16,513 | $925.0K | 0.25% | +336+2.1% | Added |
| Pinnacle Bancorp, Inc. | 16,522 | $926.0K | 0.40% | −14,700−47.1% | Reduced |
| Claro Advisors LLC | 14,722 | $926.0K | 0.37% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 16,566 | $928.0K | 0.23% | 00.0% | Unchanged |
| Adviser Investments LLC | 16,577 | $929.0K | 0.07% | −1,177−6.6% | Reduced |
| MidWestOne Financial Group, Inc. | 16,608 | $931.0K | 0.24% | +10+0.1% | Added |
| Freedom Day Solutions, LLC | 16,643 | $932.0K | 0.50% | −465−2.7% | Reduced |
| Wellington Shields & Co., LLC | 16,675 | $934.0K | 0.41% | 00.0% | Unchanged |
| Highland Private Wealth Management | 16,667 | $934.0K | 0.15% | +975+6.2% | Added |
| Autus Asset Management, LLC | 16,755 | $939.0K | 0.18% | −100−0.6% | Reduced |
| Laidlaw Wealth Management LLC | 16,838 | $943.0K | 0.22% | +4,591+37.5% | Added |
| Eagle Ridge Investment Management | 16,877 | $945.0K | 0.12% | −1,683−9.1% | Reduced |
| Delta Asset Management LLC | 16,907 | $947.0K | 0.11% | −435−2.5% | Reduced |
| Confluence Wealth Services, Inc. | 16,964 | $950.0K | 0.40% | −10,364−37.9% | Reduced |
| Compton Capital Management Inc | 16,975 | $951.0K | 0.64% | −3,281−16.2% | Reduced |
| Aries Wealth Management | 15,933 | $954.0K | 0.42% | −59−0.4% | Reduced |
| YHB Investment Advisors, Inc. | 17,057 | $956.0K | 0.11% | +25+0.1% | Added |
| NFP Retirement, Inc. | 17,150 | $960.8K | 0.24% | +148+0.9% | Added |
| Ledge Wealth Management, Inc. | 17,160 | $961.0K | 0.59% | −2,848−14.2% | Reduced |
| St. James Investment Advisors, LLC | 17,037 | $962.0K | 2.10% | −1,946−10.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,284 | $968.0K | 0.47% | −449−2.5% | Reduced |
| JNBA Financial Advisors | 17,295 | $969.0K | 0.15% | −729−4.0% | Reduced |
| Aire Advisors, LLC | 17,288 | $969.0K | 0.33% | −712−4.0% | Reduced |
| Keel Point, LLC | 17,314 | $970.0K | 0.17% | +228+1.3% | Added |
| GPS Wealth Strategies Group, LLC | 17,324 | $970.0K | 0.24% | +1,647+10.5% | Added |
| Advisors Capital Management, LLC | 16,017 | $973.0K | 0.03% | −4,252−21.0% | Reduced |
| Beaton Management Co. Inc. | 17,375 | $973.0K | 0.74% | 00.0% | Unchanged |
| Ledyard National Bank | 17,378 | $973.0K | 0.13% | +991+6.0% | Added |
| Blume Capital Management, Inc. | 17,400 | $975.0K | 0.37% | 00.0% | Unchanged |
| Providence First Trust Co | 17,410 | $975.0K | 0.59% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 17,404 | $975.0K | 0.36% | +353+2.1% | Added |
| Capstone Financial Advisors, Inc. | 17,398 | $975.0K | 0.09% | +416+2.4% | Added |
| Signature Wealth Management Group | 17,428 | $976.0K | 0.50% | −145−0.8% | Reduced |
| Wealthsource Partners, LLC | 17,441 | $977.0K | 0.07% | −3,750−17.7% | Reduced |
| Berkeley Capital Partners, LLC | 17,433 | $977.0K | 0.42% | +17+0.1% | Added |
| Cairn Investment Group, Inc. | 17,470 | $979.0K | 0.82% | −350−2.0% | Reduced |
| SFMG, LLC | 17,750 | $979.0K | 0.11% | +640+3.7% | Added |
| Transamerica Financial Advisors, Inc. | 17,486 | $980.0K | 0.14% | +38+0.2% | Added |
| Paradigm Asset Management Co LLC | 17,500 | $980.4K | 0.33% | −700−3.8% | Reduced |
| Cornerstone National Bank & Trust Co | 17,518 | $981.4K | 0.54% | −182−1.0% | Reduced |
| Buffington Mohr McNeal | 17,522 | $982.0K | 0.24% | −2,300−11.6% | Reduced |
| Powers Advisory Group, LLC | 17,581 | $985.0K | 0.79% | +444+2.6% | Added |
| First Dallas Securities Inc. | 17,603 | $986.0K | 0.68% | −40−0.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 17,640 | $988.0K | 0.35% | −580−3.2% | Reduced |
| Intrua Financial, LLC | 17,702 | $992.0K | 0.26% | −17,260−49.4% | Reduced |
| Modera Wealth Management, LLC | 17,731 | $993.0K | 0.05% | −751−4.1% | Reduced |
| Founders Capital Management | 17,748 | $994.0K | 0.81% | −93−0.5% | Reduced |
| Aberdeen Wealth Management LLC | 17,755 | $995.0K | 0.88% | +40.0% | Added |
| World Equity Group, Inc. | 17,777 | $995.9K | 0.25% | +9,221+107.8% | Added |
| WealthTrust Axiom LLC | 17,858 | $1.00M | 0.38% | 00.0% | Unchanged |