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 |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 1,211 | $67.8K | 0.04% | +209+20.9% | Added |
| Stephens Consulting, LLC | 1,288 | $72.2K | 0.06% | +65+5.3% | Added |
| Coastal Capital Group, Inc. | 1,302 | $73.0K | 0.02% | +236+22.1% | Added |
| Tradewinds Capital Management, LLC | 1,314 | $74.0K | 0.03% | −75−5.4% | Reduced |
| Guardian Wealth Management, Inc. | 1,327 | $74.0K | 0.08% | +1+0.1% | Added |
| American State Bank (Iowa) | 1,350 | $75.6K | 0.07% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,381 | $77.0K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 1,405 | $79.0K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 1,404 | $79.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,446 | $81.0K | 0.01% | −35−2.4% | Reduced |
| Financial Enhancement Group LLC | 1,438 | $81.0K | 0.02% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 1,450 | $82.0K | 0.05% | +1,450 | New |
| AllSquare Wealth Management LLC | 1,496 | $84.0K | 0.06% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,585 | $88.8K | 0.04% | +47+3.1% | Added |
| De Burlo Group Inc | 1,600 | $89.6K | 0.02% | −408,030−99.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,601 | $90.0K | 0.03% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 1,629 | $91.3K | 0.10% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,699 | $95.0K | 0.11% | +3+0.2% | Added |
| Antonetti Capital Management LLC | 1,750 | $98.0K | 0.11% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,760 | $99.0K | 1.33% | −550−23.8% | Reduced |
| Earnest Partners LLC | 1,777 | $100.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,812 | $102.0K | 0.08% | +812+81.2% | Added |
| Centerpoint Advisors, LLC | 1,836 | $103.0K | 0.05% | +47+2.6% | Added |
| Tortoise Investment Management, LLC | 1,850 | $104.0K | 0.02% | +975+111.4% | Added |
| PSI Advisors, LLC | 1,872 | $105.0K | 0.06% | +51+2.8% | Added |
| PFG Private Wealth Management, LLC | 1,915 | $107.0K | 0.07% | +11+0.6% | Added |
| Lowe Wealth Advisors, LLC | 1,938 | $109.0K | 0.06% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 1,966 | $110.0K | 0.04% | −9,709−83.2% | Reduced |
| Johnson Midwest Financial, LLC | 2,026 | $113.0K | 0.43% | +17+0.8% | Added |
| Karlinski Andrew C | 2,049 | $115.0K | 0.17% | −3−0.1% | Reduced |
| AlphaMark Advisors, LLC | 2,069 | $116.0K | 0.06% | +1,164+128.6% | Added |
| Virtus Investment Advisers, Inc. | 2,108 | $118.0K | 0.05% | +2,108 | New |
| Operose Advisors LLC | 2,164 | $121.0K | 0.08% | 00.0% | Unchanged |
| Lipe & Dalton | 2,200 | $123.0K | 0.08% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,189 | $123.0K | 0.10% | +107+5.1% | Added |
| Institutional & Family Asset Management, LLC | 2,245 | $126.0K | 0.02% | +9+0.4% | Added |
| HWG Holdings LP | 2,256 | $126.0K | 0.09% | +2,256 | New |
| Wagner Wealth Management, LLC | 2,267 | $127.0K | 0.09% | +781+52.6% | Added |
| EdgeRock Capital LLC | 2,267 | $127.0K | 0.07% | +2,267 | New |
| Perkins Coie Trust Co | 2,301 | $129.0K | 0.05% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,298 | $129.0K | 0.07% | +10+0.4% | Added |
| Baldwin Brothers Inc | 2,320 | $130.0K | 0.02% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,320 | $130.0K | 0.30% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,380 | $133.0K | 0.08% | −470−16.5% | Reduced |
| Seldon Capital LP | 2,389 | $134.0K | 0.10% | 00.0% | Unchanged |
| Corsicana & Co. | 2,429 | $136.0K | 0.11% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,439 | $137.0K | 0.09% | −561−18.7% | Reduced |
| Focused Wealth Management, Inc | 2,459 | $138.0K | 0.03% | +4+0.2% | Added |
| Barrett & Company, Inc. | 2,171 | $138.1K | 0.09% | +2,171 | New |
| Bourgeon Capital Management LLC | 2,489 | $139.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 2,494 | $140.0K | 0.19% | −100−3.9% | Reduced |
| Kessler Investment Group, LLC | 2,512 | $141.0K | 0.12% | +281+12.6% | Added |
| Tyler-Stone Wealth Management | 2,538 | $142.0K | 0.11% | −5,620−68.9% | Reduced |
| Atlas Capital Advisors LLC | 2,627 | $147.2K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,606 | $149.0K | 0.01% | −1,437−35.5% | Reduced |
| Financial Perspectives, Inc | 2,672 | $149.7K | 0.08% | +12+0.5% | Added |
| Clearview Wealth Advisors LLC | 2,691 | $151.0K | 0.12% | +3+0.1% | Added |
| Covestor Ltd | 2,746 | $154.0K | 0.14% | −1,565−36.3% | Reduced |
| GoalVest Advisory LLC | 2,780 | $156.0K | 0.11% | −9,499−77.4% | Reduced |
| Byrne Asset Management LLC | 2,780 | $156.0K | 0.12% | +50+1.8% | Added |
| SJS Investment Consulting Inc. | 2,826 | $159.0K | 0.05% | +2,826 | New |
| SRS Capital Advisors, Inc. | 2,892 | $162.0K | 0.03% | −2,496−46.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,030 | $165.0K | 0.17% | −50−1.6% | Reduced |
| Altshuler Shaham Ltd | 2,912 | $166.0K | 0.00% | −324−10.0% | Reduced |
| Bellevue Asset Management, LLC | 2,977 | $168.0K | 0.13% | +4+0.1% | Added |
| Accel Wealth Management | 2,996 | $170.0K | 0.09% | +406+15.7% | Added |
| Acima Private Wealth, LLC | 3,045 | $170.6K | 0.09% | 00.0% | Unchanged |
| Country Trust Bank | 3,044 | $171.0K | 0.01% | −100−3.2% | Reduced |
| Core Alternative Capital | 3,099 | $174.0K | 0.03% | +1,107+55.6% | Added |
| AlphaCentric Advisors LLC | 3,135 | $176.0K | 0.18% | +3,135 | New |
| Solstein Capital, LLC | 3,153 | $177.0K | 0.16% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,218 | $180.0K | 0.03% | +230+7.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $187.0K | 0.03% | +1,332+66.6% | Added |
| Schubert & Co | 3,359 | $188.0K | 0.18% | +4+0.1% | Added |
| Mascoma Wealth Management LLC | 3,366 | $189.0K | 0.07% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 3,370 | $189.0K | 0.07% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 3,377 | $189.0K | 0.14% | +1,275+60.7% | Added |
| Castleark Management LLC | 3,397 | $190.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,407 | $190.0K | 0.08% | +64+1.9% | Added |
| Sageworth Trust Co | 3,446 | $193.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,526 | $197.5K | 0.21% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,527 | $198.0K | 0.19% | +3,435+3,733.7% | Added |
| Cordatus Wealth Management LLC | 3,568 | $200.0K | 0.21% | −118−3.2% | Reduced |
| Parkside Advisors LLC | 3,550 | $200.0K | 0.08% | −28−0.8% | Reduced |
| Old Mission Investment Co LLC | 3,579 | $200.5K | 0.09% | −116−3.1% | Reduced |
| Private Wealth Strategies, L.L.C. | 3,592 | $201.0K | 0.06% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,577 | $201.0K | 0.01% | +76+2.2% | Added |
| Traynor Capital Management, Inc. | 3,588 | $201.0K | 0.04% | +246+7.4% | Added |
| Tucker Asset Management LLC | 3,364 | $201.4K | 0.07% | −231−6.4% | Reduced |
| Security Asset Management | 3,597 | $202.0K | 0.12% | −1,590−30.7% | Reduced |
| Rock Point Advisors, LLC | 3,610 | $202.0K | 0.08% | −20−0.6% | Reduced |
| Walker Asset Management, LLC | 3,605 | $202.0K | 0.18% | +2+0.1% | Added |
| Kelman-Lazarov, Inc. | 3,600 | $202.0K | 0.07% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 3,612 | $202.0K | 0.02% | +592+19.6% | Added |
| Corrigan Financial, Inc. | 3,620 | $202.8K | 0.08% | +88+2.5% | Added |
| McLean Asset Management Corp | 3,732 | $203.0K | 0.08% | +73+2.0% | Added |
| Insight 2811, Inc. | 3,631 | $203.0K | 0.14% | +59+1.7% | Added |
| Reston Wealth Management LLC | 3,633 | $204.0K | 0.12% | −369−9.2% | Reduced |
| Hourglass Capital, LLC | 3,649 | $204.0K | 0.08% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 3,634 | $204.0K | 0.03% | 00.0% | Unchanged |