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 |
|---|---|---|---|---|---|
| Financial Insights, Inc. | 4,240 | $238.0K | 0.16% | −106−2.4% | Reduced |
| Palladiem, LLC | 4,244 | $238.0K | 0.25% | −20−0.5% | Reduced |
| Scott & Selber, Inc. | 4,245 | $238.0K | 0.11% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,241 | $238.0K | 0.03% | +83+2.0% | Added |
| BancFirst Trust & Investment Management | 4,200 | $238.0K | 0.14% | −182−4.2% | Reduced |
| MBE Wealth Management, LLC | 4,274 | $239.0K | 0.17% | −588−12.1% | Reduced |
| Dillon & Associates Inc | 4,259 | $239.0K | 0.06% | −50−1.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,267 | $239.0K | 0.14% | +3+0.1% | Added |
| Stelac Advisory Services LLC | 4,231 | $239.0K | 0.11% | 00.0% | Unchanged |
| Bank of Stockton | 4,286 | $240.0K | 0.09% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 4,035 | $240.0K | 0.12% | +4,035 | New |
| Benin Management CORP | 4,297 | $241.0K | 0.10% | −300−6.5% | Reduced |
| Madison Wealth Management | 4,306 | $241.0K | 0.06% | −259−5.7% | Reduced |
| DeDora Capital, Inc. | 4,296 | $241.0K | 0.13% | +152+3.7% | Added |
| Lewis Capital Management, LLC | 4,320 | $242.0K | 0.37% | +99+2.3% | Added |
| TSFG, LLC | 4,328 | $242.0K | 0.11% | +256+6.3% | Added |
| Tandem Investment Advisors, Inc. | 4,313 | $242.0K | 0.01% | +618+16.7% | Added |
| TFC Financial Management | 4,340 | $243.0K | 0.08% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,350 | $244.0K | 0.23% | −69−1.6% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,363 | $244.0K | 0.22% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,349 | $244.0K | 0.05% | +1,072+32.7% | Added |
| Salem Capital Management Inc | 4,359 | $244.0K | 0.19% | +159+3.8% | Added |
| Vahanian & Associates Financial Planning Inc. | 4,362 | $244.0K | 0.84% | +860+24.6% | Added |
| Vantage Consulting Group Inc | 4,379 | $245.0K | 0.14% | +224+5.4% | Added |
| Syntax Advisors, LLC | 4,379 | $245.0K | 0.21% | +224+5.4% | Added |
| Sage Rhino Capital LLC | 4,390 | $246.0K | 0.10% | −55−1.2% | Reduced |
| Threadgill Financial, LLC | 4,397 | $246.0K | 0.24% | +6+0.1% | Added |
| Castle Wealth Management LLC | 4,351 | $246.0K | 0.15% | +3+0.1% | Added |
| Private Ocean, LLC | 4,431 | $248.0K | 0.04% | +75+1.7% | Added |
| Hall Laurie J Trustee | 4,450 | $249.0K | 0.12% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,440 | $249.0K | 0.07% | +11+0.2% | Added |
| Wela Strategies, Inc. | 4,437 | $249.0K | 0.17% | +94+2.2% | Added |
| Studio Investment Management LLC | 4,447 | $249.1K | 0.09% | +389+9.6% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,479 | $251.0K | 0.08% | −288−6.0% | Reduced |
| Carmel Capital Partners, LLC | 4,480 | $251.0K | 0.24% | +264+6.3% | Added |
| Ategra Capital Management, LLC | 4,481 | $251.0K | 0.13% | −119−2.6% | Reduced |
| Northwest Investment Counselors, LLC | 4,495 | $252.0K | 0.08% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,504 | $252.0K | 0.09% | 00.0% | Unchanged |
| Windsor Group LTD | 4,629 | $252.0K | 0.06% | +191+4.3% | Added |
| JJJ Advisors Inc. | 4,644 | $253.0K | 0.08% | +160+3.6% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $253.0K | 0.08% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 4,513 | $253.0K | 0.13% | +4,513 | New |
| Probity Advisors, Inc. | 4,530 | $254.0K | 0.06% | −341−7.0% | Reduced |
| Drake & Associates, LLC | 4,534 | $254.0K | 0.14% | −193−4.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 4,536 | $254.0K | 0.19% | +436+10.6% | Added |
| Cook Wealth Management Group LLC | 4,262 | $254.0K | 0.28% | +280+7.0% | Added |
| Weybosset Research & Management LLC | 4,544 | $255.0K | 0.11% | +200+4.6% | Added |
| Asset Planning Corporation | 4,547 | $255.0K | 0.24% | +240+5.6% | Added |
| FLC Capital Advisors | 4,571 | $256.0K | 0.09% | +400+9.6% | Added |
| BDO Wealth Advisors, LLC | 4,584 | $257.0K | 0.03% | −123−2.6% | Reduced |
| Intelligent Financial Strategies | 4,591 | $257.0K | 0.27% | +7+0.2% | Added |
| Lanham O'Dell & Company, Inc. | 4,592 | $257.0K | 0.91% | +4,592 | New |
| Disciplined Investments, LLC | 4,613 | $258.0K | 0.12% | −406−8.1% | Reduced |
| Paragon Financial Partners, Inc. | 4,607 | $258.0K | 0.29% | −400−8.0% | Reduced |
| Timber Creek Capital Management LLC | 4,622 | $258.0K | 0.10% | +4,488+3,349.3% | Added |
| Quantum Financial Advisors, LLC | 4,618 | $259.0K | 0.11% | +47+1.0% | Added |
| MKT Advisors LLC | 4,648 | $260.0K | 0.23% | −103−2.2% | Reduced |
| Collective Family Office LLC | 4,656 | $261.0K | 0.13% | −3,257−41.2% | Reduced |
| Sound Income Strategies, LLC | 4,662 | $261.0K | 0.04% | −242−4.9% | Reduced |
| Ahrens Investment Partners LLC | 4,665 | $261.0K | 0.14% | +550+13.4% | Added |
| Redmond Asset Management, LLC | 4,683 | $262.0K | 0.10% | +95+2.1% | Added |
| Family Firm, Inc. | 4,678 | $262.0K | 0.08% | +227+5.1% | Added |
| Balboa Wealth Partners | 4,670 | $262.0K | 0.12% | +4,670 | New |
| Heron Financial Group, LLC | 4,699 | $263.0K | 0.16% | 00.0% | Unchanged |
| DMG Group, LLC | 4,669 | $264.0K | 0.32% | 00.0% | Unchanged |
| Security Financial Services, INC. | 4,713 | $264.0K | 0.09% | +20.0% | Added |
| Magellan Asset Management Ltd | 4,707 | $264.0K | 0.00% | +457+10.8% | Added |
| Sofos Investments, Inc. | 4,501 | $265.0K | 0.03% | −9,152−67.0% | Reduced |
| BFSG, LLC | 4,724 | $265.0K | 0.06% | −190−3.9% | Reduced |
| Foster & Motley Inc | 4,754 | $266.0K | 0.03% | −286−5.7% | Reduced |
| Pensionmark Financial Group, LLC | 4,720 | $266.0K | 0.06% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 4,749 | $266.0K | 0.36% | +66+1.4% | Added |
| McBroom & Associates, LLC | 4,752 | $266.0K | 0.30% | +4,752 | New |
| VELA Investment Management, LLC | 4,795 | $269.0K | 0.15% | −1,474−23.5% | Reduced |
| TCWP LLC | 4,817 | $269.0K | 0.06% | −285−5.6% | Reduced |
| RiverFront Investment Group, LLC | 4,800 | $269.0K | 0.01% | −41−0.8% | Reduced |
| Athena Investment Management | 4,810 | $269.0K | 0.23% | 00.0% | Unchanged |
| Watchman Group, Inc. | 4,800 | $269.0K | 0.17% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,813 | $270.0K | 0.16% | −7,280−60.2% | Reduced |
| Mathes Company, Inc. | 4,820 | $270.0K | 0.15% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 4,824 | $270.0K | 0.21% | +99+2.1% | Added |
| Monte Financial Group, LLC | 4,848 | $272.0K | 0.17% | −2,762−36.3% | Reduced |
| First Commonwealth Financial Corp | 4,864 | $272.0K | 0.11% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,867 | $273.0K | 0.23% | +520+12.0% | Added |
| Hartline Investment Corp | 4,867 | $273.0K | 0.23% | +4,867 | New |
| Capital Financial Planning, LLC | 4,884 | $274.0K | 0.12% | −493−9.2% | Reduced |
| Investmark Advisory Group LLC | 4,895 | $274.0K | 0.25% | +473+10.7% | Added |
| Private Management Group Inc | 4,893 | $274.1K | 0.01% | −183−3.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,912 | $275.0K | 0.20% | −10−0.2% | Reduced |
| Contravisory Investment Management, Inc. | 4,906 | $275.0K | 0.09% | +4,906 | New |
| Fortune 45 LLC | 4,912 | $275.0K | 0.32% | +4,912 | New |
| Financial Strategies Group, Inc. | 4,928 | $276.0K | 0.13% | +80+1.7% | Added |
| Cornerstone Advisory, LLC | 4,934 | $276.0K | 0.06% | +4,934 | New |
| Garrison Asset Management, LLC | 4,941 | $277.0K | 0.20% | −14−0.3% | Reduced |
| E&G Advisors, LP | 4,938 | $277.0K | 0.10% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 4,942 | $277.0K | 0.31% | +340+7.4% | Added |
| Krilogy Financial LLC | 4,942 | $277.0K | 0.03% | +666+15.6% | Added |
| Kellett Schaffner Wealth Advisors LLC | 4,652 | $278.0K | 0.34% | +15+0.3% | Added |
| Stanley-Laman Group, Ltd. | 5,000 | $280.0K | 0.05% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,002 | $280.0K | 0.10% | 00.0% | Unchanged |