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 |
|---|---|---|---|---|---|
| Lion Street Advisors, LLC | 9,418 | $529.0K | 0.26% | −1,604−14.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 9,443 | $529.0K | 0.20% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 9,472 | $531.0K | 0.18% | −56−0.6% | Reduced |
| Sittner & Nelson, LLC | 9,514 | $533.0K | 0.36% | −1,400−12.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 9,465 | $534.0K | 0.06% | −1,389−12.8% | Reduced |
| Richwood Investment Advisors, LLC | 9,536 | $534.0K | 0.59% | −150−1.5% | Reduced |
| Selective Wealth Management, Inc. | 9,543 | $535.0K | 0.23% | −4,454−31.8% | Reduced |
| Ballast Advisors LLC | 9,557 | $535.0K | 0.25% | −13−0.1% | Reduced |
| Van Cleef Asset Management,Inc | 9,560 | $536.0K | 0.10% | 00.0% | Unchanged |
| Zhang Financial LLC | 9,577 | $536.0K | 0.08% | +394+4.3% | Added |
| Affinity Capital Advisors, LLC | 9,567 | $536.0K | 0.19% | +1,838+23.8% | Added |
| Guinness Atkinson Asset Management Inc | 9,567 | $536.0K | 0.34% | +9,567 | New |
| Jeppson Wealth Management, LLC | 9,607 | $538.0K | 0.24% | −24−0.2% | Reduced |
| Knott David M Jr | 9,600 | $538.0K | 0.25% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 9,631 | $540.0K | 0.29% | +84+0.9% | Added |
| Fox Run Management, L.L.C. | 9,637 | $540.0K | 0.21% | +9,637 | New |
| FSB Premier Wealth Management, Inc. | 9,659 | $541.0K | 0.32% | −135−1.4% | Reduced |
| Roman Butler Fullerton & Co | 9,955 | $542.0K | 0.34% | +18+0.2% | Added |
| Orser Capital Management, LLC | 9,718 | $544.0K | 0.97% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 9,711 | $544.0K | 0.21% | +30.0% | Added |
| Cross Staff Investments Inc | 9,715 | $544.0K | 0.61% | 00.0% | Unchanged |
| Arvest Trust Co N A | 9,717 | $544.0K | 0.04% | +163+1.7% | Added |
| 9258 Wealth Management, LLC | 9,726 | $545.0K | 0.14% | −1,180−10.8% | Reduced |
| Prudent Man Advisors, LLC | 9,725 | $545.0K | 0.26% | +463+5.0% | Added |
| Icon Wealth Advisors, LLC | 9,754 | $546.0K | 0.07% | +9,754 | New |
| Silver Oak Securities, Inc | 9,767 | $546.8K | 0.12% | +2,228+29.6% | Added |
| Tradewinds, LLC. | 9,761 | $547.0K | 0.40% | +174+1.8% | Added |
| IFG Advisors, LLC | 9,786 | $548.0K | 0.28% | +188+2.0% | Added |
| Fortress Wealth Group, LLC | 9,796 | $549.0K | 0.41% | +3,392+53.0% | Added |
| Alta Advisers Ltd | 9,800 | $549.0K | 0.35% | +9,800 | New |
| Archer Investment Corp | 9,804 | $549.2K | 0.23% | −95−1.0% | Reduced |
| Harvest Volatility Management LLC | 9,746 | $551.0K | 0.10% | −473−4.6% | Reduced |
| Summitry LLC | 9,844 | $551.0K | 0.04% | +1,802+22.4% | Added |
| Ssi Investment Management LLC | 9,841 | $552.0K | 0.04% | +12+0.1% | Added |
| Highline Wealth Partners LLC | 9,880 | $553.5K | 0.45% | +9,880 | New |
| Vigilare Wealth Management | 9,886 | $554.0K | 0.72% | −144−1.4% | Reduced |
| Johnson & White Wealth Management, LLC | 9,964 | $558.0K | 0.63% | +9,964 | New |
| Compass Financial Advisors LLC | 9,986 | $559.0K | 0.83% | +13+0.1% | Added |
| Arbor Investment Advisors, LLC | 9,993 | $560.0K | 0.14% | −2,586−20.6% | Reduced |
| Robinson Value Management, Ltd. | 10,000 | $560.0K | 0.56% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 10,000 | $560.0K | 0.64% | +4,000+66.7% | Added |
| Clear Creek Financial Management, LLC | 10,011 | $561.0K | 0.12% | −101−1.0% | Reduced |
| Silicon Hills Wealth Management, LLC | 10,023 | $561.0K | 0.45% | +150+1.5% | Added |
| Advisors Preferred, LLC | 9,912 | $562.0K | 0.72% | −775−7.3% | Reduced |
| Middleton & Co Inc | 10,075 | $564.0K | 0.09% | −1,300−11.4% | Reduced |
| Linker Capital Management Inc. | 10,060 | $564.0K | 0.70% | 00.0% | Unchanged |
| MEMBERS Trust Co | 10,111 | $566.0K | 0.02% | −918−8.3% | Reduced |
| King Wealth | 10,104 | $566.0K | 0.14% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 10,099 | $566.0K | 0.56% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 10,114 | $567.0K | 0.17% | −100−1.0% | Reduced |
| Hexagon Capital Partners LLC | 10,132 | $568.0K | 0.17% | +2,695+36.2% | Added |
| Sweet Financial Partners, LLC | 10,143 | $568.0K | 0.18% | +10,143 | New |
| OmniStar Financial Group, Inc. | 10,203 | $571.0K | 0.68% | −577−5.4% | Reduced |
| Wilkins Investment Counsel Inc | 10,200 | $571.0K | 0.17% | −50−0.5% | Reduced |
| Apexium Financial, LP | 10,186 | $571.0K | 0.07% | +3,410+50.3% | Added |
| Angeles Wealth Management, LLC | 10,205 | $572.0K | 0.11% | −218−2.1% | Reduced |
| Harbor Advisory Corp | 10,224 | $573.0K | 0.26% | −1,320−11.4% | Reduced |
| Keudell/Morrison Wealth Management | 10,235 | $573.0K | 0.21% | −690−6.3% | Reduced |
| Greenfield Savings Bank | 10,239 | $574.0K | 0.41% | −10−0.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 6,981 | $574.0K | 0.05% | +521+8.1% | Added |
| Crabel Capital Management, LLC | 10,240 | $574.0K | 0.34% | +10,240 | New |
| Willis Investment Counsel | 10,265 | $575.0K | 0.04% | +265+2.7% | Added |
| Bordeaux Wealth Advisors LLC | 10,317 | $578.0K | 0.36% | +915+9.7% | Added |
| Wealthsimple Inc. | 10,361 | $580.0K | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,352 | $580.0K | 0.13% | +5,130+98.2% | Added |
| Shilanski & Associates, Inc. | 10,363 | $581.0K | 0.21% | −59,497−85.2% | Reduced |
| Hartford Financial Management Inc. | 10,363 | $581.0K | 0.17% | −48−0.5% | Reduced |
| Norris Perne & French LLP | 10,367 | $581.0K | 0.06% | +40.0% | Added |
| Private Capital Management LLC | 10,363 | $581.0K | 0.21% | +37+0.4% | Added |
| Capital Advisors Wealth Management, LLC | 10,365 | $581.0K | 0.19% | +2,334+29.1% | Added |
| WealthPlan Investment Management, LLC | 9,142 | $581.0K | 0.04% | +9,142 | New |
| HCR Wealth Advisors | 10,387 | $586.0K | 0.12% | 00.0% | Unchanged |
| Graypoint LLC | 10,461 | $586.0K | 0.08% | +3,178+43.6% | Added |
| Woodward Diversified Capital, LLC | 10,505 | $589.0K | 0.49% | −211−2.0% | Reduced |
| Northstar Asset Management LLC | 10,515 | $589.0K | 0.20% | +225+2.2% | Added |
| Camden National Bank | 10,532 | $590.0K | 0.13% | −589−5.3% | Reduced |
| DAGCO, Inc. | 12,013 | $590.0K | 0.37% | −450−3.6% | Reduced |
| MJP Associates Inc | 10,550 | $591.0K | 0.18% | −448−4.1% | Reduced |
| Cambridge Advisors Inc. | 10,544 | $591.0K | 0.17% | −160−1.5% | Reduced |
| Condor Capital Management | 10,593 | $593.0K | 0.08% | 00.0% | Unchanged |
| Accredited Investors Inc. | 10,583 | $593.0K | 0.07% | +248+2.4% | Added |
| Spinnaker Investment Group, LLC | 10,646 | $593.0K | 0.23% | +1,228+13.0% | Added |
| Enterprise Financial Services Corp | 10,598 | $594.0K | 0.44% | +232+2.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 10,556 | $595.0K | 0.01% | +7,039+200.1% | Added |
| Alliance Wealth Advisors, LLC | 10,639 | $596.0K | 0.55% | −170−1.6% | Reduced |
| Intelligence Driven Advisers, LLC | 10,871 | $598.0K | 0.12% | 00.0% | Unchanged |
| Brandywine Trust Co | 10,682 | $598.0K | 0.22% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10,671 | $598.0K | 0.19% | +291+2.8% | Added |
| Cladis Investment Advisory, LLC | 10,686 | $598.6K | 0.65% | +10.0% | Added |
| L.M. Kohn & Company | 10,693 | $599.0K | 0.29% | −10.0% | Reduced |
| Schrum Private Wealth Management LLC | 10,700 | $600.0K | 0.76% | −500−4.5% | Reduced |
| Royal Fund Management, LLC | 10,746 | $601.0K | 0.11% | +6,192+136.0% | Added |
| Elk River Wealth Management, LLC | 10,668 | $602.0K | 0.16% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 10,662 | $602.0K | 0.39% | +2,638+32.9% | Added |
| Everhart Financial Group, Inc. | 10,773 | $603.0K | 0.33% | +696+6.9% | Added |
| Mitchell Sinkler & Starr | 10,760 | $603.0K | 0.23% | +4,495+71.7% | Added |
| NVWM, LLC | 10,679 | $603.0K | 0.24% | +8,370+362.5% | Added |
| GHP Investment Advisors, Inc. | 10,807 | $605.0K | 0.05% | +116+1.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10,793 | $605.0K | 0.17% | +260+2.5% | Added |
| Northern Oak Wealth Management Inc | 10,814 | $606.0K | 0.09% | −67,855−86.3% | Reduced |