Skip to main content

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, Q4 2022

Institutional positions in Coca Cola Co as of Dec 31, 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
2,885
+198 vs. Q3 2022
Shares held
3.04B
+29.3M (+1.0%) vs. Q3 2022
Total value
$193.4B
+$24.4B (+14.5%) vs. Q3 2022
New holders
310
1,188 more added
Sold out
112
1,045 more reduced

56 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 2,885 institutions
Q1 2021: 2,491 institutionsQ2 2021: 2,508 institutionsQ3 2021: 2,488 institutionsQ4 2021: 2,737 institutionsQ1 2022: 2,769 institutionsQ2 2022: 2,780 institutionsQ3 2022: 2,743 institutionsQ4 2022: 2,885 institutionsQ1 2023: 2,882 institutionsQ2 2023: 2,889 institutionsQ3 2023: 2,836 institutionsQ4 2023: 3,000 institutionsQ1 2024: 2,989 institutionsQ2 2024: 3,043 institutionsQ3 2024: 3,146 institutionsQ4 2024: 3,289 institutionsQ1 2025: 3,375 institutionsQ2 2025: 3,368 institutionsQ3 2025: 3,288 institutionsQ4 2025: 3,484 institutionsQ1 2026: 3,584 institutionsQ2 2026: 3,649 institutions
Value heldQ4 2022: $193.4B
Q1 2021: $153.3BQ2 2021: $158.2BQ3 2021: $154.8BQ4 2021: $176.9BQ1 2022: $185.9BQ2 2022: $189.8BQ3 2022: $169.7BQ4 2022: $193.4BQ1 2023: $187.9BQ2 2023: $182.9BQ3 2023: $169.4BQ4 2023: $178.6BQ1 2024: $186.4BQ2 2024: $196.3BQ3 2024: $223.2BQ4 2024: $193.5BQ1 2025: $225.1BQ2 2025: $223.1BQ3 2025: $205.8BQ4 2025: $222.6BQ1 2026: $241.9BQ2 2026: $263.1B
Institutions holding KO and their total value by quarter
QuarterHoldersValue
Q2 20263,649$263.1B
Q1 20263,584$241.9B
Q4 20253,484$222.6B
Q3 20253,288$205.8B
Q2 20253,368$223.1B
Q1 20253,375$225.1B
Q4 20243,289$193.5B
Q3 20243,146$223.2B
Q2 20243,043$196.3B
Q1 20242,989$186.4B
Q4 20233,000$178.6B
Q3 20232,836$169.4B
Q2 20232,889$182.9B
Q1 20232,882$187.9B
Q4 20222,885$193.4B
Q3 20222,743$169.7B
Q2 20222,780$189.8B
Q1 20222,769$185.9B
Q4 20212,737$176.9B
Q3 20212,488$154.8B
Q2 20212,508$158.2B
Q1 20212,491$153.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q3 2022.

Institutions holding KO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.92$00.00%−78−45.9%Reduced
Bay Harbor Wealth Management, LLC6$00.00%00.0%Unchanged
Boulder Wealth Advisors, LLC1$00.00%+1New
Tfo-TDC, LLC1$1400.00%+1New
Align Wealth Management, LLC3$1680.00%+3New
Koesten, Hirschmann & Crabtree, INC.17$1.08K0.00%+17New
Fortis Advisors, LLC29$1.84K0.00%00.0%Unchanged
Davidson Capital Management Inc.39$2.48K0.00%+39New
WestEnd Advisors, LLC46$2.93K0.00%+7+17.9%Added
IAG Wealth Partners, LLC55$3.50K0.00%00.0%Unchanged
Macroview Investment Management LLC58$3.69K0.01%+1+1.8%Added
Corrado Advisors, LLC60$3.85K0.00%+60New
Ulland Investment Advisors, LLC60$4.00K0.00%−700−92.1%Reduced
ClariVest Asset Management LLC82$5.00K0.00%00.0%Unchanged
Lansing Street Advisors85$5.41K0.00%+34+66.7%Added
Versant Capital Management, Inc92$5.84K0.00%+1+1.1%Added
Hoese & Co LLP100$6.00K0.01%00.0%Unchanged
Insight Financial Services100$6.36K0.01%00.0%Unchanged
FWL Investment Management, LLC111$7.06K0.01%+111New
Biglari Capital Corp.120$7.63K0.00%00.0%Unchanged
BBJS Financial Advisors, LLC120$7.63K0.00%+120New
Sofos Investments, Inc.4,177$7.89K0.08%−324−7.2%Reduced
Newton One Investments LLC125$7.95K0.01%−125−50.0%Reduced
Miller Wealth Advisors, LLC124$8.00K0.01%00.0%Unchanged
True Wealth Design, LLC127$8.09K0.00%+127New
Evolution Advisers, Inc.143$9.00K0.01%00.0%Unchanged
PayPay Securities Corp156$9.92K0.67%+156New
Baldrige Asset Management LLC167$11.0K0.00%00.0%Unchanged
Perritt Capital Management Inc184$11.7K0.01%+184New
Cedar Wealth Management, LLC188$12.0K0.01%00.0%Unchanged
Granite FO LLC193$12.3K0.01%+193New
Rebalance, LLC232$14.8K0.00%+232New
HBC Financial Services, PLLC270$16.0K0.01%−492−64.6%Reduced
Delos Wealth Advisors, LLC278$17.7K0.03%00.0%Unchanged
JCIC Asset Management Inc.303$19.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC306$19.0K0.01%00.0%Unchanged
Twin Lakes Capital Management, LLC300$19.1K0.01%00.0%Unchanged
NewSquare Capital LLC312$19.9K0.00%+264+550.0%Added
Eukles Asset Management312$20.0K0.01%00.0%Unchanged
CKW Financial Group313$20.0K0.00%+62+24.7%Added
Phocas Financial Corp.320$20.4K0.00%+320New
Riverpoint Wealth Management Holdings, LLC323$20.6K0.01%+323New
WR Wealth Planners, LLC341$21.7K0.01%00.0%Unchanged
DecisionPoint Financial, LLC350$22.3K0.01%+350New
James Investment Research Inc357$23.0K0.00%−10−2.7%Reduced
Horrell Capital Management, Inc.356$23.0K0.01%00.0%Unchanged
Belmont Capital, LLC363$23.0K0.02%00.0%Unchanged
RE Dickinson Investment Advisors, LLC382$24.0K0.01%+2+0.5%Added
My Personal CFO, LLC386$24.6K0.02%+386New
Avion Wealth447$25.0K0.01%00.0%Unchanged
New Millennium Group LLC398$25.3K0.03%+43+12.1%Added
Dougherty Wealth Advisers LLC400$25.4K0.04%00.0%Unchanged
Kenfarb & Co.400$25.4K0.02%00.0%Unchanged
Freedom Wealth Alliance, LLC400$25.4K0.04%+400New
Clear Investment Research, LLC432$27.0K0.05%00.0%Unchanged
Worth Asset Management, LLC433$27.5K0.02%+392+956.1%Added
Fortis Capital Advisors, LLC472$30.0K0.02%+472New
Proffitt & Goodson Inc477$30.3K0.01%00.0%Unchanged
WFA Asset Management Corp481$30.6K0.02%+7+1.5%Added
Blue Bell Private Wealth Management, LLC501$31.9K0.01%−1,100−68.7%Reduced
KB Financial Partners, LLC501$32.0K0.01%−19−3.7%Reduced
VitalStone Financial, LLC501$32.0K0.02%+501New
Osterweis Capital Management Inc509$32.4K0.00%−84−14.2%Reduced
Horizons Wealth Management525$33.0K0.03%00.0%Unchanged
Costello Asset Management, INC541$34.4K0.03%00.0%Unchanged
Retirement Group, LLC550$35.0K0.02%+187+51.5%Added
Riverview Trust Co567$36.0K0.03%−3,146−84.7%Reduced
Ruedi Wealth Management, Inc.591$37.6K0.03%+591New
Grey Fox Wealth Advisors, LLC610$38.8K0.03%+610New
Headlands Technologies LLC612$39.0K0.03%+612New
Kepos Capital LP621$40.0K0.01%+621New
Arcadia Investment Management Corp631$40.2K0.01%+3+0.5%Added
Financial Connections Group, Inc.656$41.0K0.03%00.0%Unchanged
JDM Financial Group LLC654$41.6K0.04%+654New
Your Advocates Ltd., LLP659$41.9K0.02%−395−37.5%Reduced
Annapolis Financial Services, LLC694$44.1K0.01%−55−7.3%Reduced
Syverson Strege & Co697$44.4K0.02%00.0%Unchanged
Riggs Asset Managment Co. Inc.700$44.5K0.02%00.0%Unchanged
Oder Investment Management, LLC703$44.7K0.06%+703New
Paragon Wealth Strategies, LLC704$44.8K0.05%+260+58.6%Added
Horan Securities, Inc.711$45.2K0.03%+174+32.4%Added
MBM Wealth Consultants, LLC730$46.0K0.02%00.0%Unchanged
Beaird Harris Wealth Management, LLC724$46.0K0.01%+136+23.1%Added
Y.D. More Investments Ltd742$47.3K0.01%+742New
Sawyer & Company, Inc749$48.0K0.02%00.0%Unchanged
Heritage Wealth Management, LLC760$48.3K0.01%+533+234.8%Added
Disciplined Investments, LLC799$50.8K0.02%−3,814−82.7%Reduced
LSV Asset Management800$51.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd810$51.5K0.00%−2,102−72.2%Reduced
Raffa Wealth Management, LLC820$52.2K0.02%−46−5.3%Reduced
Financial Avengers, Inc.821$52.2K0.04%+12+1.5%Added
Abound Wealth Management831$52.8K0.03%+188+29.2%Added
Financial Synergies Wealth Advisors, Inc.864$55.0K0.01%+824+2,060.0%Added
Capital Directions Investment Advisors, LLC869$55.3K0.02%+869Added
HighMark Wealth Management LLC877$55.8K0.04%+11+1.3%Added
Aspire Private Capital, LLC882$56.1K0.02%−20−2.2%Reduced
PrairieView Partners, LLC927$58.0K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.976$62.1K0.05%+976New
MRP Capital Investments, LLC982$62.5K0.07%+982New
Maryland Capital Advisors Inc.1,000$63.6K0.06%00.0%Unchanged