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 |
|---|---|---|---|---|---|
| Beaumont Financial Partners, LLC | 29,557 | $1.66M | 0.16% | +678+2.3% | Added |
| Hodges Capital Management Inc. | 29,589 | $1.66M | 0.27% | −1,939−6.2% | Reduced |
| Bonness Enterprises Inc | 29,600 | $1.66M | 0.88% | −1,000−3.3% | Reduced |
| Triangle Securities Wealth Management | 29,641 | $1.66M | 0.68% | −1,055−3.4% | Reduced |
| Highlander Capital Management, LLC | 29,630 | $1.66M | 0.95% | −600−2.0% | Reduced |
| Washington Trust Co | 29,698 | $1.66M | 0.08% | +950+3.3% | Added |
| Aull & Monroe Investment Management Corp | 29,709 | $1.67M | 0.91% | −232−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 29,732 | $1.67M | 0.27% | +34+0.1% | Added |
| First Personal Financial Services | 29,746 | $1.67M | 0.48% | +8,719+41.5% | Added |
| Nations Financial Group Inc, | 29,808 | $1.67M | 0.24% | +4,617+18.3% | Added |
| Wealthcare Advisory Partners LLC | 30,033 | $1.68M | 0.10% | +4,762+18.8% | Added |
| North Star Asset Management Inc | 30,051 | $1.68M | 0.12% | −85−0.3% | Reduced |
| United Community Bank | 30,132 | $1.69M | 1.76% | +195+0.7% | Added |
| Ridgecrest Wealth Partners, LLC | 30,328 | $1.70M | 1.39% | +985+3.4% | Added |
| Leeward Financial Partners, LLC | 30,339 | $1.70M | 1.22% | +850+2.9% | Added |
| Roberts Glore & Co Inc | 30,357 | $1.70M | 0.61% | −555−1.8% | Reduced |
| LVM Capital Management Ltd | 30,399 | $1.70M | 0.26% | +200+0.7% | Added |
| ICW Investment Advisors LLC | 30,428 | $1.71M | 1.14% | +242+0.8% | Added |
| Diligent Investors, LLC | 30,552 | $1.71M | 0.61% | +6,542+27.2% | Added |
| Dohj, LLC | 30,648 | $1.72M | 1.16% | +1,083+3.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 30,704 | $1.72M | 0.66% | +75+0.2% | Added |
| Rehmann Capital Advisory Group | 30,744 | $1.72M | 0.19% | +3,107+11.2% | Added |
| Bessemer Securities LLC | 30,822 | $1.73M | 0.62% | 00.0% | Unchanged |
| Certified Advisory Corp | 30,873 | $1.73M | 0.39% | +166+0.5% | Added |
| Texas Yale Capital Corp. | 30,943 | $1.73M | 0.11% | +921+3.1% | Added |
| Valicenti Advisory Services Inc | 30,979 | $1.74M | 0.63% | −740−2.3% | Reduced |
| Cohen Investment Advisors LLC | 30,998 | $1.74M | 1.59% | −494−1.6% | Reduced |
| Cypress Capital Management LLC | 31,050 | $1.74M | 0.32% | −13,850−30.8% | Reduced |
| Almanack Investment Partners, LLC. | 31,036 | $1.74M | 0.34% | +14,560+88.4% | Added |
| Emfo, LLC | 31,058 | $1.74M | 1.66% | 00.0% | Unchanged |
| Boltwood Capital Management | 31,097 | $1.74M | 0.80% | −405−1.3% | Reduced |
| LBMC Investment Advisors, LLC | 31,104 | $1.74M | 0.20% | +70.0% | Added |
| Robbins Farley LLC | 31,123 | $1.74M | 1.43% | −359−1.1% | Reduced |
| TCM Advisors, LLC | – | $1.75M | 1.95% | – | – |
| Maven Securities LTD | 31,297 | $1.75M | 0.08% | +31,297 | New |
| Adirondack Trust Co | 31,364 | $1.76M | 0.98% | +38+0.1% | Added |
| Silver Lake Advisory, LLC | 31,414 | $1.76M | 1.03% | +101+0.3% | Added |
| Holderness Investments Co | 31,455 | $1.76M | 0.80% | −1,194−3.7% | Reduced |
| D.B. Root & Company, LLC | 31,468 | $1.76M | 0.80% | −880−2.7% | Reduced |
| Cornercap Investment Counsel Inc | 31,639 | $1.77M | 0.33% | −715−2.2% | Reduced |
| Andesa Financial Management Inc. | 31,724 | $1.78M | 0.62% | +11,141+54.1% | Added |
| Hightower 6M Holding, LLC | 31,754 | $1.78M | 0.16% | −4,279−11.9% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 31,763 | $1.78M | 0.73% | 00.0% | Unchanged |
| Veracity Capital LLC | 31,759 | $1.78M | 0.97% | +3,000+10.4% | Added |
| TrimTabs Asset Management, LLC | 31,796 | $1.78M | 1.23% | −8,226−20.6% | Reduced |
| Silverlake Wealth Management LLC | 31,814 | $1.78M | 1.21% | +43+0.1% | Added |
| Aevitas Wealth Management, Inc. | 31,828 | $1.78M | 1.34% | +70+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 32,883 | $1.79M | 0.03% | +7,180+27.9% | Added |
| Perpetual Investment Management Ltd | 32,038 | $1.79M | 0.26% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 32,114 | $1.80M | 0.24% | −2,319−6.7% | Reduced |
| M. Kulyk & Associates, LLC | 32,128 | $1.80M | 0.63% | −2,385−6.9% | Reduced |
| Abacus Planning Group, Inc. | 32,276 | $1.81M | 0.55% | −28−0.1% | Reduced |
| BSW Wealth Partners | 32,334 | $1.81M | 0.44% | −2,434−7.0% | Reduced |
| Twinbeech Capital LP | 32,402 | $1.81M | 0.05% | +32,402 | New |
| Peoples Financial Services Corp. | 32,608 | $1.83M | 0.94% | −299−0.9% | Reduced |
| Exeter Financial, LLC | 32,597 | $1.83M | 1.06% | +310+1.0% | Added |
| Wipfli Financial Advisors LLC, | 32,502 | $1.83M | 0.13% | +32,502 | New |
| First National Trust Co | 32,757 | $1.83M | 0.11% | +217+0.7% | Added |
| Pictet & Cie (Europe) SA | 32,820 | $1.84M | 0.09% | 00.0% | Unchanged |
| Fruth Investment Management | 32,927 | $1.84M | 0.61% | −50−0.2% | Reduced |
| Deane Retirement Strategies, Inc. | 32,962 | $1.85M | 1.13% | +1,068+3.3% | Added |
| Smith Shellnut Wilson LLC | 33,083 | $1.85M | 1.23% | +289+0.9% | Added |
| Foster Dykema Cabot & Co Inc | 33,111 | $1.85M | 0.23% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 33,141 | $1.86M | 0.72% | +2,337+7.6% | Added |
| BKD Wealth Advisors, LLC | 33,165 | $1.86M | 0.07% | −761−2.2% | Reduced |
| Intrust Bank NA | 33,185 | $1.86M | 0.29% | +2,327+7.5% | Added |
| Chicago Trust Co NA | 33,254 | $1.86M | 0.48% | −1,376−4.0% | Reduced |
| Osborne Partners Capital Management, LLC | 33,316 | $1.87M | 0.16% | +181+0.5% | Added |
| Northeast Financial Consultants Inc | 33,326 | $1.87M | 0.14% | +38+0.1% | Added |
| Wolverine Asset Management LLC | 33,395 | $1.87M | 0.03% | +33,395 | New |
| Harvest Fund Management Co., Ltd | 33,388 | $1.87M | 0.54% | +6,259+23.1% | Added |
| WoodTrust Financial Corp | 33,550 | $1.88M | 0.42% | +662+2.0% | Added |
| Brighton Jones LLC | 33,551 | $1.88M | 0.11% | +1,037+3.2% | Added |
| Summit X, LLC | 33,511 | $1.88M | 0.55% | −1,354−3.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 33,665 | $1.88M | 0.99% | +695+2.1% | Added |
| Insight Wealth Strategies, LLC | 30,125 | $1.90M | 0.35% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 33,886 | $1.90M | 0.49% | +73+0.2% | Added |
| Versor Investments LP | 33,889 | $1.90M | 0.11% | +11,160+49.1% | Added |
| CVA Family Office, LLC | 33,991 | $1.90M | 0.52% | +2,748+8.8% | Added |
| Capstone Investment Advisors, LLC | 34,000 | $1.91M | 0.04% | −84,125−71.2% | Reduced |
| Cobblestone Capital Advisors LLC | 34,059 | $1.91M | 0.16% | +336+1.0% | Added |
| Thompson Investment Management, Inc. | 34,074 | $1.91M | 0.37% | +24+0.1% | Added |
| Alerus Financial NA | 34,189 | $1.92M | 0.19% | −141,275−80.5% | Reduced |
| Stamos Capital Partners, L.P. | 34,210 | $1.92M | 0.49% | +410+1.2% | Added |
| Founders Financial Securities LLC | 34,578 | $1.94M | 0.35% | +1,530+4.6% | Added |
| Marks Group Wealth Management, Inc | 34,588 | $1.94M | 0.29% | +4,045+13.2% | Added |
| ARGI Investment Services, LLC | 34,660 | $1.94M | 0.07% | +2,405+7.5% | Added |
| Inscription Capital, LLC | 34,677 | $1.94M | 0.55% | −65,292−65.3% | Reduced |
| Gamble Jones Investment Counsel | 34,697 | $1.94M | 0.16% | −259−0.7% | Reduced |
| Summit Financial, LLC | 34,439 | $1.94M | 0.18% | +4,990+16.9% | Added |
| Mission Wealth Management, LP | 34,761 | $1.95M | 0.10% | +1,730+5.2% | Added |
| Forum Financial Management, LP | 34,889 | $1.95M | 0.09% | −1,462−4.0% | Reduced |
| Independence Bank of Kentucky | 35,026 | $1.96M | 0.97% | +145+0.4% | Added |
| Meridian Wealth Management, LLC | 35,043 | $1.96M | 0.21% | −9,514−21.4% | Reduced |
| Investment Partners, Ltd. | 35,062 | $1.96M | 0.58% | +17,085+95.0% | Added |
| Biglari, Sardar | 35,080 | $1.97M | 11.09% | +6,840+24.2% | Added |
| Stokes Family Office, LLC | 35,199 | $1.97M | 0.28% | −757−2.1% | Reduced |
| Bowling Portfolio Management LLC | 35,237 | $1.97M | 0.54% | −2,353−6.3% | Reduced |
| Occudo Quantitative Strategies LP | 35,521 | $1.99M | 0.15% | +35,521 | New |
| Smith, Moore & Co. | 35,564 | $1.99M | 0.30% | +998+2.9% | Added |