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
- 2,884
- +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
- 1,044 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bradley & Co. Private Wealth Management, LLC | 9,223 | $586.7K | 0.71% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 9,231 | $587.0K | 0.28% | +1,213+15.1% | Added |
| W.H. Cornerstone Investments Inc. | 9,557 | $587.1K | 0.56% | +227+2.4% | Added |
| Drive Wealth Management, LLC | 9,235 | $587.5K | 0.29% | +2,877+45.3% | Added |
| Richwood Investment Advisors, LLC | 9,237 | $587.6K | 0.59% | −299−3.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 9,246 | $588.1K | 0.33% | +10+0.1% | Added |
| Maven Securities LTD | 9,249 | $588.3K | 0.12% | −22,048−70.4% | Reduced |
| King Wealth | 9,254 | $589.0K | 0.14% | −850−8.4% | Reduced |
| Seven Eight Capital, LP | 9,272 | $589.8K | 0.15% | −29,639−76.2% | Reduced |
| MCF Advisors LLC | 9,318 | $592.7K | 0.06% | +62+0.7% | Added |
| Hexagon Capital Partners LLC | 9,335 | $593.8K | 0.17% | −797−7.9% | Reduced |
| Almanack Investment Partners, LLC. | 9,341 | $594.2K | 0.13% | −21,695−69.9% | Reduced |
| Front Barnett Associates LLC | 9,351 | $595.0K | 0.08% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 9,374 | $596.3K | 0.14% | +243+2.7% | Added |
| Hollow Brook Wealth Management LLC | 9,384 | $596.9K | 0.29% | +900+10.6% | Added |
| 9258 Wealth Management, LLC | 9,385 | $597.0K | 0.13% | −341−3.5% | Reduced |
| Arvest Trust Co N A | 9,388 | $597.2K | 0.04% | −329−3.4% | Reduced |
| Advisors Preferred, LLC | 9,488 | $597.3K | 0.26% | −424−4.3% | Reduced |
| Magellan Asset Management Ltd | 9,405 | $598.3K | 0.01% | +4,698+99.8% | Added |
| Owen LaRue, LLC | 9,525 | $599.3K | 0.65% | +9,525 | New |
| Guinness Atkinson Asset Management Inc | 9,435 | $600.2K | 0.38% | −132−1.4% | Reduced |
| Laraway Financial Inc | 9,441 | $600.6K | 0.63% | +61+0.7% | Added |
| Sittner & Nelson, LLC | 9,445 | $600.8K | 0.37% | −69−0.7% | Reduced |
| Ifrah Financial Services, Inc. | 9,453 | $601.3K | 0.20% | −19−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 9,474 | $602.7K | 0.06% | +9+0.1% | Added |
| KLCM Advisors, Inc. | 9,498 | $604.2K | 0.12% | +125+1.3% | Added |
| Summitry LLC | 9,509 | $604.9K | 0.04% | −335−3.4% | Reduced |
| Detalus Advisors, LLC | 9,513 | $605.1K | 0.30% | +640+7.2% | Added |
| Ballast Advisors LLC | 9,520 | $605.6K | 0.27% | −37−0.4% | Reduced |
| Roman Butler Fullerton & Co | 9,821 | $605.8K | 0.31% | −134−1.3% | Reduced |
| Van Cleef Asset Management,Inc | 9,560 | $608.1K | 0.10% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 9,572 | $608.9K | 0.21% | +5+0.1% | Added |
| Knott David M Jr | 9,600 | $611.0K | 0.26% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 9,607 | $611.1K | 0.26% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 9,618 | $611.8K | 0.39% | +9,618 | New |
| Lazard Freres Gestion S.A.S. | 9,570 | $612.0K | 0.02% | −2,343−19.7% | Reduced |
| First Interstate Bank | 9,644 | $613.0K | 0.05% | +616+6.8% | Added |
| Bordeaux Wealth Advisors LLC | 9,651 | $613.9K | 0.34% | −666−6.5% | Reduced |
| Woodward Diversified Capital, LLC | 9,657 | $614.3K | 0.49% | −848−8.1% | Reduced |
| Occidental Asset Management, LLC | 9,678 | $615.6K | 0.17% | +320+3.4% | Added |
| Cutter & CO Brokerage, Inc. | 9,693 | $616.6K | 0.21% | +250+2.6% | Added |
| FSB Premier Wealth Management, Inc. | 9,694 | $616.6K | 0.34% | +35+0.4% | Added |
| Carolinas Wealth Consulting LLC | 41,505 | $617.5K | 0.14% | +689+1.7% | Added |
| Cross Staff Investments Inc | 9,715 | $618.0K | 0.65% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 9,718 | $618.2K | 0.90% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 9,652 | $620.0K | 0.27% | +9,652 | New |
| Compass Financial Advisors LLC | 9,750 | $620.2K | 0.84% | −236−2.4% | Reduced |
| Vivaldi Capital Management, LLC | 9,912 | $620.6K | 0.15% | +226+2.3% | Added |
| Prudent Man Advisors, LLC | 9,757 | $621.0K | 0.25% | +32+0.3% | Added |
| Lion Street Advisors, LLC | 11,022 | $621.3K | 0.33% | +1,604+17.0% | Added |
| Tarbox Family Office, Inc. | 9,779 | $622.0K | 0.14% | +2,337+31.4% | Added |
| IFG Advisors, LLC | 9,786 | $622.5K | 0.27% | 00.0% | Unchanged |
| MJP Associates Inc | 9,788 | $622.6K | 0.18% | −762−7.2% | Reduced |
| Alta Advisers Ltd | 9,800 | $623.0K | 0.37% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 9,800 | $623.4K | 0.88% | +400+4.3% | Added |
| L2 Asset Management, LLC | 9,803 | $623.6K | 0.40% | +1,175+13.6% | Added |
| Archer Investment Corp | 9,816 | $624.4K | 0.24% | +12+0.1% | Added |
| Koss-Olinger Consulting, LLC | 9,830 | $625.0K | 0.09% | −8,469−46.3% | Reduced |
| Ssi Investment Management LLC | 9,832 | $625.4K | 0.04% | −9−0.1% | Reduced |
| Silicon Hills Wealth Management, LLC | 9,871 | $627.9K | 0.47% | −152−1.5% | Reduced |
| Highline Wealth Partners LLC | 9,883 | $628.7K | 0.46% | +30.0% | Added |
| Versor Investments LP | 9,889 | $629.0K | 0.05% | −24,000−70.8% | Reduced |
| Accredited Investors Inc. | 9,934 | $631.9K | 0.05% | −649−6.1% | Reduced |
| Gilman Hill Asset Management, LLC | 9,939 | $632.2K | 0.13% | −1,538−13.4% | Reduced |
| Schrum Private Wealth Management LLC | 9,961 | $633.6K | 0.75% | −739−6.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,967 | $634.0K | 0.18% | +9,967 | New |
| Alliance Wealth Advisors, LLC | 9,982 | $635.0K | 0.53% | −657−6.2% | Reduced |
| Viawealth, LLC | 10,151 | $635.5K | 0.52% | +10,151 | New |
| Delphia (USA) Inc. | 9,994 | $635.7K | 0.73% | −2,469−19.8% | Reduced |
| Robinson Value Management, Ltd. | 10,000 | $636.1K | 0.55% | 00.0% | Unchanged |
| Camden National Bank | 10,020 | $637.0K | 0.13% | −512−4.9% | Reduced |
| KFA Private Wealth Group, LLC | 10,022 | $637.5K | 0.33% | +391+4.1% | Added |
| Icon Wealth Advisors, LLC | 10,023 | $637.5K | 0.07% | +269+2.8% | Added |
| Jefferies Financial Group Inc. | 10,040 | $638.6K | 0.01% | +10,040 | New |
| Linker Capital Management Inc. | 10,060 | $640.0K | 0.73% | 00.0% | Unchanged |
| Middleton & Co Inc | 10,075 | $640.9K | 0.09% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 10,076 | $640.9K | 0.06% | +4,321+75.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 10,070 | $641.0K | 0.19% | +1,320+15.1% | Added |
| Wilkins Investment Counsel Inc | 10,100 | $642.0K | 0.17% | −100−1.0% | Reduced |
| Finer Wealth Management, Inc. | 10,100 | $642.5K | 0.60% | +10.0% | Added |
| Colonial River Wealth Management, LLC | 10,103 | $642.7K | 0.41% | −3,081−23.4% | Reduced |
| First Heartland Consultants, Inc. | 10,106 | $642.9K | 0.10% | +4,134+69.2% | Added |
| HCR Wealth Advisors | 10,135 | $644.7K | 0.14% | −252−2.4% | Reduced |
| Cubic Asset Management, LLC | 10,169 | $646.9K | 0.18% | +55+0.5% | Added |
| Apexium Financial, LP | 10,186 | $647.9K | 0.07% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 10,190 | $648.2K | 0.43% | −650−6.0% | Reduced |
| Willis Investment Counsel | 10,198 | $648.7K | 0.04% | −67−0.7% | Reduced |
| Angeles Wealth Management, LLC | 10,203 | $649.0K | 0.11% | −20.0% | Reduced |
| OmniStar Financial Group, Inc. | 10,209 | $649.4K | 0.74% | +6+0.1% | Added |
| Meridian Investment Counsel Inc. | 10,237 | $651.0K | 0.26% | +3,325+48.1% | Added |
| Greenfield Savings Bank | 10,239 | $651.3K | 0.43% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 10,255 | $652.3K | 0.81% | +10,255 | New |
| Exchange Traded Concepts, LLC | 10,256 | $652.4K | 0.02% | −98,395−90.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,322 | $656.6K | 0.03% | +10,322 | New |
| Live Oak Investment Partners | – | $656.7K | 0.60% | – | New |
| Laird Norton Trust Company, LLC | 10,346 | $658.1K | 0.09% | +10,346 | New |
| Hartford Financial Management Inc. | 10,363 | $659.2K | 0.17% | 00.0% | Unchanged |
| Norris Perne & French LLP | 10,376 | $660.0K | 0.07% | +9+0.1% | Added |
| Keudell/Morrison Wealth Management | 10,383 | $660.5K | 0.21% | +148+1.4% | Added |
| Cladis Investment Advisory, LLC | 10,388 | $660.8K | 0.66% | −298−2.8% | Reduced |