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 | 3,584 | $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 |
|---|---|---|---|---|---|
| Infrastructure Capital Advisors, LLC | 8,220 | $460.0K | 0.10% | +8,220 | New |
| Plante Moran Financial Advisors, LLC | 8,248 | $462.0K | 0.08% | −477−5.5% | Reduced |
| Sovereign Financial Group, Inc. | 8,239 | $462.0K | 0.19% | +40+0.5% | Added |
| Pacitti Group Inc. | 8,263 | $463.0K | 0.38% | +40.0% | Added |
| Bienville Capital Management, LLC | 8,200 | $463.0K | 0.18% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 8,300 | $465.0K | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 8,306 | $465.0K | 0.30% | +149+1.8% | Added |
| Holistic Financial Partners | 8,309 | $465.0K | 0.46% | +228+2.8% | Added |
| Corundum Group, Inc. | 8,301 | $465.0K | 0.29% | +503+6.5% | Added |
| Chesapeake Wealth Management | 8,343 | $467.0K | 0.21% | −330−3.8% | Reduced |
| Cooper Financial Group | 8,339 | $467.0K | 0.17% | +405+5.1% | Added |
| Tarbox Family Office, Inc. | 7,442 | $468.0K | 0.11% | −2,362−24.1% | Reduced |
| Cypress Wealth Services, LLC | 8,587 | $468.0K | 0.16% | −38−0.4% | Reduced |
| Paragon Capital Management Ltd | 8,378 | $469.0K | 0.13% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 8,537 | $470.0K | 0.15% | 00.0% | Unchanged |
| Addison Advisors LLC | 8,398 | $470.0K | 0.29% | +60+0.7% | Added |
| Legacy Wealth Management, LLC | 8,400 | $470.6K | 0.32% | 00.0% | Unchanged |
| Argent Capital Management LLC | 8,410 | $471.0K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 8,408 | $471.0K | 0.37% | +6+0.1% | Added |
| Advisor OS, LLC | 8,416 | $472.0K | 0.14% | −81−1.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 8,434 | $472.0K | 0.15% | +31+0.4% | Added |
| Wambolt & Associates, LLC | 8,422 | $472.0K | 0.20% | +295+3.6% | Added |
| Beacon Financial Advisory LLC | 8,446 | $473.0K | 0.34% | −1,342−13.7% | Reduced |
| Wealth Alliance | 8,451 | $473.0K | 0.09% | −1,113−11.6% | Reduced |
| SOA Wealth Advisors, LLC. | 8,460 | $473.0K | 0.14% | +163+2.0% | Added |
| Security National Bank | 8,437 | $473.0K | 0.13% | +903+12.0% | Added |
| Amica Retiree Medical Trust | 8,453 | $474.0K | 0.59% | +3,664+76.5% | Added |
| 360 Financial, Inc. | 8,472 | $475.0K | 0.31% | +80+1.0% | Added |
| Nadler Financial Group, Inc. | 8,506 | $477.0K | 0.09% | −244−2.8% | Reduced |
| Mattern Wealth Management LLC | 8,541 | $478.0K | 0.19% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 8,484 | $479.0K | 0.27% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 8,560 | $479.0K | 0.05% | +303+3.7% | Added |
| HC Advisors, LLC | 8,572 | $480.0K | 0.33% | −1,484−14.8% | Reduced |
| Montag & Caldwell, LLC | 8,563 | $480.0K | 0.07% | +192+2.3% | Added |
| Elgethun Capital Management | 8,594 | $481.0K | 0.19% | +95+1.1% | Added |
| Firestone Capital Management | 8,607 | $482.0K | 0.20% | +6+0.1% | Added |
| Westbourne Investment Advisors, Inc. | 8,626 | $483.0K | 0.26% | −75−0.9% | Reduced |
| Fagan Associates, Inc. | 8,622 | $483.0K | 0.14% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 8,546 | $483.0K | 0.09% | +329+4.0% | Added |
| L2 Asset Management, LLC | 8,628 | $483.0K | 0.36% | +1,069+14.1% | Added |
| Hanseatic Management Services Inc | 8,662 | $485.0K | 1.31% | −59−0.7% | Reduced |
| Blue Barn Wealth, LLC | 8,673 | $486.0K | 0.35% | +666+8.3% | Added |
| Synergy Financial Management, LLC | 8,685 | $487.0K | 0.13% | −47,737−84.6% | Reduced |
| Red Door Wealth Management, LLC | 8,701 | $487.0K | 0.18% | +546+6.7% | Added |
| First American Bank | 8,702 | $487.5K | 0.05% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,697 | $488.0K | 0.18% | −135−1.5% | Reduced |
| Sage Private Wealth Group, LLC | 8,710 | $488.0K | 0.64% | −42−0.5% | Reduced |
| Strategic Financial Services, Inc, | 8,719 | $488.0K | 0.04% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 8,711 | $488.0K | 0.14% | +45+0.5% | Added |
| Ti-Trust, Inc | 8,718 | $488.0K | 0.53% | +200+2.3% | Added |
| Bristlecone Advisors, LLC | 8,735 | $489.0K | 0.06% | −36−0.4% | Reduced |
| 180 Wealth Advisors, LLC | 8,747 | $490.0K | 0.13% | +538+6.6% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 8,750 | $490.0K | 0.14% | +1,250+16.7% | Added |
| Circle Wealth Management, LLC | 8,777 | $492.0K | 0.08% | −334−3.7% | Reduced |
| Summit Global Investments | 8,795 | $493.0K | 0.05% | −28,250−76.3% | Reduced |
| Monograph Wealth Advisors, LLC | 8,751 | $494.0K | 0.16% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 8,830 | $495.0K | 0.46% | −236−2.6% | Reduced |
| Maryland Capital Management | 8,836 | $495.0K | 0.04% | +51+0.6% | Added |
| Detalus Advisors, LLC | 8,873 | $497.0K | 0.30% | −200−2.2% | Reduced |
| Fort, L.P. | 8,910 | $499.0K | 0.62% | −6,243−41.2% | Reduced |
| Thompson Davis & Co., Inc. | 8,930 | $500.0K | 0.68% | −375−4.0% | Reduced |
| Evermay Wealth Management LLC | 8,856 | $500.0K | 0.10% | +65+0.7% | Added |
| Annex Advisory Services, LLC | 8,941 | $501.0K | 0.03% | −934−9.5% | Reduced |
| Sunbelt Securities, Inc. | 8,961 | $502.0K | 0.11% | +587+7.0% | Added |
| First Interstate Bank | 9,028 | $506.0K | 0.04% | +2,733+43.4% | Added |
| Searle & Co. | 9,075 | $508.0K | 0.20% | 00.0% | Unchanged |
| Cowa, LLC | 9,072 | $508.0K | 0.34% | +10+0.1% | Added |
| Revolve Wealth Partners, LLC | 9,071 | $508.0K | 0.17% | +1,109+13.9% | Added |
| W.H. Cornerstone Investments Inc. | 9,330 | $508.0K | 0.54% | +9,330 | New |
| Global Trust Asset Management, LLC | 9,080 | $509.0K | 0.27% | 00.0% | Unchanged |
| Five Oceans Advisors | 9,080 | $509.0K | 0.40% | +2,284+33.6% | Added |
| First United Bank Trust | 9,097 | $510.0K | 0.26% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 9,131 | $512.0K | 0.14% | +29+0.3% | Added |
| Family Management Corp | 9,159 | $513.0K | 0.14% | −295−3.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 9,150 | $513.0K | 0.61% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40,816 | $513.0K | 0.13% | +158+0.4% | Added |
| Notis-McConarty Edward | 9,200 | $515.0K | 0.23% | −200−2.1% | Reduced |
| Apella Capital, LLC | 9,213 | $516.0K | 0.06% | −1,510−14.1% | Reduced |
| Indie Asset Partners, LLC | 9,220 | $517.0K | 0.53% | −1,080−10.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 9,223 | $517.0K | 0.62% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9,236 | $517.0K | 0.30% | +428+4.9% | Added |
| MCF Advisors LLC | 9,256 | $520.0K | 0.06% | +381+4.3% | Added |
| KC Investment Advisors, LLC | 9,317 | $522.0K | 0.46% | −2,550−21.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,339 | $523.0K | 0.13% | −1,653−15.0% | Reduced |
| Occidental Asset Management, LLC | 9,358 | $524.0K | 0.16% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 9,351 | $524.0K | 0.07% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 9,350 | $524.0K | 0.04% | +5+0.1% | Added |
| Kore Private Wealth LLC | 9,354 | $524.0K | 0.09% | +30.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,359 | $524.0K | 0.09% | +200+2.2% | Added |
| KLCM Advisors, Inc. | 9,373 | $525.0K | 0.12% | −990−9.6% | Reduced |
| Alera Investment Advisors, LLC | 9,378 | $525.0K | 0.15% | +174+1.9% | Added |
| QVR LLC | 9,363 | $525.0K | 0.48% | +9,363 | New |
| Laraway Financial Inc | 9,380 | $526.0K | 0.59% | +10+0.1% | Added |
| Birinyi Associates Inc | 9,395 | $526.0K | 0.25% | +2,601+38.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,400 | $526.6K | 0.89% | −300−3.1% | Reduced |
| Creative Financial Designs Inc | 9,406 | $527.0K | 0.09% | −463−4.7% | Reduced |
| Round Rock Advisors, LLC | 9,406 | $527.0K | 0.24% | +9,406 | New |
| Flynn Zito Capital Management, LLC | 9,429 | $528.0K | 0.52% | −118−1.2% | Reduced |
| Vivaldi Capital Management, LLC | 9,686 | $528.0K | 0.14% | +233+2.5% | Added |
| Morris Financial Concepts, Inc. | 9,424 | $528.0K | 0.55% | +21+0.2% | Added |