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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 7,016 | $393.0K | 0.10% | −297−4.1% | Reduced |
| Triad Financial Advisors, Inc. | 7,039 | $394.0K | 0.21% | +83+1.2% | Added |
| First National Corp | 7,073 | $396.0K | 0.11% | −227−3.1% | Reduced |
| Advisory Alpha, LLC | 7,060 | $396.0K | 0.03% | −211−2.9% | Reduced |
| Berkshire Bank | 7,067 | $396.0K | 0.12% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 7,072 | $396.1K | 0.11% | +26+0.4% | Added |
| Provident Wealth Management, LLC | 7,094 | $397.0K | 0.24% | 00.0% | Unchanged |
| Norwood Financial Corp | 7,085 | $397.0K | 0.70% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,086 | $397.0K | 0.09% | +24+0.3% | Added |
| Red Wave Investments LLC | 7,127 | $399.0K | 0.17% | +49+0.7% | Added |
| Financial Advisory Group | 7,146 | $400.0K | 0.09% | −20−0.3% | Reduced |
| Aviance Capital Partners, LLC | 7,161 | $401.0K | 0.10% | +9+0.1% | Added |
| LWM Advisory Services, LLC | 7,058 | $401.0K | 0.45% | +905+14.7% | Added |
| Borer Denton & Associates, Inc. | 7,159 | $401.0K | 0.20% | +424+6.3% | Added |
| Hudson Valley Investment Advisors Inc | 7,178 | $402.0K | 0.06% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 7,181 | $402.0K | 0.32% | +81+1.1% | Added |
| Advisor Resource Council | 7,197 | $403.0K | 0.28% | −21,755−75.1% | Reduced |
| Trust Co | 7,196 | $403.0K | 0.09% | −5−0.1% | Reduced |
| Herold Advisors, Inc. | 7,194 | $403.0K | 0.20% | +10+0.1% | Added |
| M. Kraus & Co | 7,190 | $403.0K | 0.17% | +29+0.4% | Added |
| Ellenbecker Investment Group | 7,202 | $403.0K | 0.13% | +412+6.1% | Added |
| Wealth Management Solutions, LLC | 7,227 | $405.0K | 0.24% | +103+1.4% | Added |
| Global Financial Private Client, LLC | 7,157 | $405.5K | 0.23% | −64−0.9% | Reduced |
| Single Point Partners, LLC | 7,255 | $406.0K | 0.11% | −167−2.3% | Reduced |
| Broderick Brian C | 7,280 | $407.0K | 0.13% | 00.0% | Unchanged |
| Ninepoint Partners LP | 7,258 | $407.0K | 0.07% | 00.0% | Unchanged |
| FourThought Financial, LLC | 7,286 | $408.0K | 0.06% | +742+11.3% | Added |
| Riverbridge Partners LLC | 7,304 | $409.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 7,310 | $409.0K | 0.33% | 00.0% | Unchanged |
| Clarus Group, Inc. | 7,324 | $410.0K | 0.37% | −257−3.4% | Reduced |
| Pacific Center for Financial Services | 7,322 | $410.0K | 0.16% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 7,312 | $410.0K | 1.18% | +779+11.9% | Added |
| FSA Wealth Management LLC | 7,320 | $410.0K | 0.29% | +3,530+93.1% | Added |
| Stevens Capital Management LP | 7,327 | $410.0K | 0.26% | +7,327 | New |
| Matthew Goff Investment Advisor, LLC | 7,332 | $411.0K | 0.12% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 7,344 | $411.0K | 0.45% | +45+0.6% | Added |
| Integrity Advisory, LLC | 7,351 | $412.0K | 0.38% | −159−2.1% | Reduced |
| Tradition Wealth Management, LLC | 7,348 | $412.0K | 0.06% | +45+0.6% | Added |
| Navellier & Associates Inc | 7,372 | $413.0K | 0.09% | −142−1.9% | Reduced |
| Ferguson Shapiro LLC | 7,381 | $413.0K | 0.25% | +1,060+16.8% | Added |
| Doheny Asset Management | 7,373 | $413.0K | 0.41% | +7,373 | New |
| Spirit of America Management Corp | 7,400 | $415.0K | 0.10% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 7,408 | $415.0K | 0.44% | +1,045+16.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 7,448 | $417.0K | 0.07% | −4,962−40.0% | Reduced |
| Mezzasalma Advisors, LLC | 7,457 | $418.0K | 0.33% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 7,476 | $419.0K | 0.00% | −1,543−17.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,499 | $420.0K | 0.38% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,532 | $422.0K | 0.34% | +5+0.1% | Added |
| Cullen Capital Management LLC | 7,539 | $422.0K | 0.00% | +1,390+22.6% | Added |
| Mystic Asset Management, Inc. | 7,563 | $423.0K | 0.27% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 7,557 | $423.0K | 0.48% | +17+0.2% | Added |
| Capital Square, LLC | 7,560 | $423.0K | 0.38% | +216+2.9% | Added |
| Cooper/Haims Advisors, LLC | 7,563 | $424.0K | 0.35% | +7+0.1% | Added |
| St. Louis Trust Co | 7,745 | $425.0K | 0.12% | −5,184−40.1% | Reduced |
| Hedges Asset Management LLC | 7,600 | $426.0K | 0.43% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 7,631 | $427.0K | 0.12% | −338−4.2% | Reduced |
| Machina Capital S.A.S. | 7,624 | $427.0K | 0.90% | +2,324+43.8% | Added |
| Seven Springs Wealth Group, LLC | 7,640 | $428.0K | 0.23% | +1,046+15.9% | Added |
| Zions Bancorporation, N.A. | 7,677 | $430.0K | 0.05% | −1,540−16.7% | Reduced |
| Sanders Morris Harris LLC | 7,681 | $430.0K | 0.11% | 00.0% | Unchanged |
| Narwhal Capital Management | 7,699 | $431.0K | 0.06% | +1,192+18.3% | Added |
| Vestor Capital, LLC | 7,688 | $431.0K | 0.06% | +2,105+37.7% | Added |
| Glassman Wealth Services | 7,715 | $432.0K | 0.09% | +167+2.2% | Added |
| Joule Financial, LLC | 7,726 | $433.0K | 0.32% | +773+11.1% | Added |
| Front Street Capital Management, Inc. | 7,756 | $434.0K | 0.11% | −56−0.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,752 | $434.0K | 0.19% | +301+4.0% | Added |
| Cardiff Park Advisors, LLC | 7,745 | $434.0K | 0.07% | +596+8.3% | Added |
| Terril Brothers, Inc. | 7,768 | $435.0K | 0.24% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 7,762 | $435.0K | 0.29% | +1,531+24.6% | Added |
| Retirement Planning Co of New England, Inc. | 7,812 | $437.0K | 0.32% | +13+0.2% | Added |
| Aveo Capital Partners, LLC | 7,796 | $437.0K | 0.08% | +316+4.2% | Added |
| Gould Asset Management LLC | 7,816 | $438.0K | 0.15% | −340−4.2% | Reduced |
| Wealth Architects, LLC | 7,830 | $439.0K | 0.09% | −1,261−13.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,838 | $439.0K | 0.26% | +3,257+71.1% | Added |
| Coastwise Capital Group, LLC | 7,853 | $440.0K | 0.69% | −410−5.0% | Reduced |
| Kidder Stephen W | 7,850 | $440.0K | 0.18% | −200−2.5% | Reduced |
| Ellis Investment Partners, LLC | 7,864 | $440.0K | 0.12% | +37+0.5% | Added |
| Ullmann Financial Group, Inc. | 7,869 | $441.0K | 0.12% | +557+7.6% | Added |
| E Fund Management Co., Ltd. | 7,882 | $442.0K | 0.04% | +135+1.7% | Added |
| IMA Wealth, Inc. | 7,900 | $443.0K | 0.12% | −112−1.4% | Reduced |
| All Terrain Financial Advisors, LLC | 7,900 | $443.0K | 0.24% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 7,844 | $443.0K | 0.06% | +121+1.6% | Added |
| Washington Trust Bank | 7,931 | $444.0K | 0.06% | −581−6.8% | Reduced |
| Bremer Bank National Association | 7,937 | $445.0K | 0.10% | −2,743−25.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 7,886 | $445.0K | 0.04% | +82+1.1% | Added |
| Investment Management of Virginia LLC | 7,932 | $445.0K | 0.10% | +244+3.2% | Added |
| American National Bank | 8,006 | $448.0K | 0.11% | +915+12.9% | Added |
| WCG Wealth Advisors LLC | 5,945 | $449.0K | 0.06% | −2,161−26.7% | Reduced |
| RWM Asset Management, LLC | 8,015 | $449.0K | 0.10% | +1,266+18.8% | Added |
| Overbrook Management Corp | 8,030 | $450.0K | 0.13% | 00.0% | Unchanged |
| First National Advisers, LLC | 8,044 | $451.0K | 0.67% | +1,210+17.7% | Added |
| NovaPoint Capital, LLC | 8,066 | $452.0K | 0.21% | +55+0.7% | Added |
| OneAscent Wealth Management LLC | 8,018 | $452.0K | 0.24% | +830+11.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 8,111 | $454.0K | 0.32% | +984+13.8% | Added |
| Acropolis Investment Management, LLC | 8,120 | $455.0K | 0.05% | −1,255−13.4% | Reduced |
| First National Bank | 8,126 | $455.0K | 0.41% | +289+3.7% | Added |
| Shufro Rose & Co LLC | 8,164 | $457.0K | 0.05% | +249+3.1% | Added |
| Guardian Capital LP | 8,160 | $457.0K | 0.02% | +8,160 | New |
| Missouri Trust & Investment Co | 8,176 | $458.0K | 0.30% | 00.0% | Unchanged |
| Jennison Associates LLC | 8,194 | $459.0K | 0.00% | −28,639−77.8% | Reduced |