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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 12,064 | $767.4K | 0.05% | +81+0.7% | Added |
| SevenBridge Financial Group, LLC | 12,067 | $767.6K | 0.22% | +164+1.4% | Added |
| Kowal Investment Group, LLC | 12,099 | $769.6K | 0.23% | +750+6.6% | Added |
| AXS Investments LLC | 12,106 | $770.1K | 0.28% | −1,461−10.8% | Reduced |
| Sweet Financial Partners, LLC | 12,143 | $772.4K | 0.23% | +2,000+19.7% | Added |
| Adams Wealth Management | 12,149 | $772.8K | 0.27% | +1,257+11.5% | Added |
| S&CO Inc | 12,183 | $774.0K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12,175 | $774.4K | 0.08% | −2,210−15.4% | Reduced |
| Pinnacle Holdings, LLC | 12,246 | $779.0K | 0.35% | −1,618−11.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,283 | $781.3K | 0.09% | −270−2.2% | Reduced |
| Alhambra Investment Partners LLC | 12,288 | $781.6K | 0.57% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 12,291 | $781.8K | 0.08% | 00.0% | Unchanged |
| Toews Corp | 12,300 | $782.4K | 0.39% | −6,900−35.9% | Reduced |
| Cypress Point Wealth Management, LLC | 12,304 | $782.6K | 1.23% | +179+1.5% | Added |
| Jackson Square Capital, LLC | 12,321 | $783.7K | 0.37% | −391−3.1% | Reduced |
| CRA Financial Services, LLC | 12,327 | $784.1K | 0.26% | +118+1.0% | Added |
| Morningstar Investment Management LLC | 12,334 | $785.0K | 0.13% | +12,334 | New |
| Blue Edge Capital, LLC | 12,388 | $788.0K | 0.18% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 12,394 | $788.4K | 0.14% | +300+2.5% | Added |
| Cornerstone Management, Inc. | 12,401 | $788.8K | 0.22% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,420 | $790.0K | 0.18% | −1,000−7.5% | Reduced |
| Waterfront Wealth Inc. | 13,074 | $790.9K | 0.27% | −67−0.5% | Reduced |
| Ausdal Financial Partners, Inc. | 12,459 | $792.5K | 0.12% | +1,248+11.1% | Added |
| Talisman Wealth Advisors LLC | 12,467 | $793.0K | 1.69% | +12,467 | New |
| Aspireon Wealth Advisors | 12,341 | $796.0K | 0.41% | −312−2.5% | Reduced |
| Iron Financial, LLC | 12,530 | $797.0K | 0.46% | −253−2.0% | Reduced |
| Gilbert & Cook, Inc. | 12,534 | $797.3K | 0.15% | +8+0.1% | Added |
| WealthShield Partners, LLC | 12,540 | $797.6K | 0.15% | +234+1.9% | Added |
| Eagle Strategies LLC | 12,542 | $797.8K | 0.24% | +12,542 | New |
| Central Bank & Trust Co | 12,552 | $798.4K | 0.15% | +451+3.7% | Added |
| Peachtree Investment Partners, LLC | 12,593 | $801.0K | 0.49% | −1,184−8.6% | Reduced |
| Atlas Private Wealth Advisors | 12,597 | $801.3K | 0.43% | +299+2.4% | Added |
| McKinley Carter Wealth Services, Inc. | 12,615 | $802.4K | 0.07% | −1,485−10.5% | Reduced |
| First National Bank & Trust Co of Newtown | 12,620 | $802.8K | 0.18% | −50−0.4% | Reduced |
| Arbor Investment Advisors, LLC | 12,630 | $803.4K | 0.16% | +2,637+26.4% | Added |
| Raleigh Capital Management Inc. | 12,634 | $803.6K | 0.42% | +223+1.8% | Added |
| Monograph Wealth Advisors, LLC | 12,640 | $804.0K | 0.21% | +3,889+44.4% | Added |
| Allegheny Financial Group LTD | 12,679 | $806.5K | 0.34% | +50+0.4% | Added |
| SkyOak Wealth, LLC | 12,693 | $807.4K | 0.27% | −42−0.3% | Reduced |
| Magnus Financial Group LLC | 12,754 | $811.3K | 0.13% | +91+0.7% | Added |
| Essex Investment Management Co LLC | 12,789 | $814.0K | 0.13% | −275−2.1% | Reduced |
| Duncker Streett & Co Inc | 12,815 | $815.2K | 0.20% | −20−0.2% | Reduced |
| Charter Research & Investment Group, Inc. | 12,835 | $816.4K | 0.78% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 12,876 | $819.0K | 0.57% | −47−0.4% | Reduced |
| Hamilton Capital, LLC | 12,881 | $819.4K | 0.05% | +6,071+89.1% | Added |
| Wolff Financial Management LLC | 12,895 | $820.0K | 0.30% | −799−5.8% | Reduced |
| Greenspring Advisors, LLC | 12,905 | $820.9K | 0.22% | −329−2.5% | Reduced |
| Montchanin Asset Management, LLC | 12,923 | $822.0K | 1.12% | 00.0% | Unchanged |
| St. Louis Trust Co | 12,929 | $822.4K | 0.17% | +5,184+66.9% | Added |
| Pine Haven Investment Counsel, Inc | 12,955 | $824.1K | 0.91% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,971 | $825.1K | 0.03% | −10,083−43.7% | Reduced |
| Stableford Capital II LLC | 13,214 | $827.3K | 0.45% | −537−3.9% | Reduced |
| GDS Wealth Management | 13,022 | $828.3K | 0.16% | −74−0.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 13,045 | $829.8K | 0.59% | 00.0% | Unchanged |
| Kidder Stephen W | 13,050 | $830.1K | 0.30% | +5,200+66.2% | Added |
| Gryphon Financial Partners LLC | 13,055 | $830.4K | 0.20% | −1,087−7.7% | Reduced |
| William Allan, LLC | 13,055 | $830.4K | 0.70% | −897−6.4% | Reduced |
| Premier Fund Managers Ltd | 13,000 | $831.0K | 0.03% | +13,000 | New |
| Baldwin Investment Management, LLC | 13,100 | $833.3K | 0.15% | −200−1.5% | Reduced |
| Crescent Grove Advisors, LLC | 13,118 | $834.4K | 0.09% | +6,496+98.1% | Added |
| Hoertkorn Richard Charles | 13,129 | $835.1K | 0.44% | 00.0% | Unchanged |
| NFC Investments, LLC | 13,164 | $837.0K | 0.26% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 13,172 | $837.9K | 0.41% | +63+0.5% | Added |
| F3Logic, LLC | 13,229 | $842.0K | 0.18% | −1,360−9.3% | Reduced |
| Gallagher Benefit Services, Inc. | 13,229 | $842.0K | 0.18% | +13,229 | New |
| RDA Financial Network | 13,279 | $844.7K | 0.42% | +692+5.5% | Added |
| McDonald Partners LLC | 13,280 | $844.8K | 0.29% | −494−3.6% | Reduced |
| PEAK6 Investments LLC | 13,298 | $845.9K | 0.05% | −62,752−82.5% | Reduced |
| Armbruster Capital Management, Inc. | 13,302 | $846.1K | 0.22% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 13,303 | $846.2K | 0.34% | +10.0% | Added |
| EverSource Wealth Advisors, LLC | 13,311 | $846.7K | 0.13% | −2,374−15.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 13,322 | $847.0K | 0.34% | −698−5.0% | Reduced |
| Weinberger Asset Management, Inc | 13,324 | $847.5K | 0.52% | +193+1.5% | Added |
| Culbertson A N & Co Inc | 13,339 | $848.5K | 0.18% | +870+7.0% | Added |
| Eastern Bank | 13,346 | $848.9K | 0.05% | −5,262−28.3% | Reduced |
| Wills Financial Group, Inc. | 13,347 | $849.0K | 0.48% | +50.0% | Added |
| Alpha Omega Wealth Management LLC | 13,348 | $849.0K | 0.15% | −164−1.2% | Reduced |
| Berger Financial Group, Inc | 13,379 | $851.0K | 0.11% | +270+2.1% | Added |
| First National Bank of South Miami | 13,473 | $857.0K | 0.64% | −220−1.6% | Reduced |
| Buttonwood Financial Advisors Inc. | 13,474 | $857.1K | 0.72% | −1,106−7.6% | Reduced |
| Burns Matteson Capital Management, LLC | 13,482 | $857.6K | 0.57% | −970−6.7% | Reduced |
| Emerald Advisors, LLC | 13,512 | $859.5K | 0.24% | −10−0.1% | Reduced |
| Connacht Asset Management LP | 13,543 | $861.5K | 1.74% | −6,945−33.9% | Reduced |
| Carret Asset Management, LLC | 13,554 | $862.0K | 0.12% | +1,500+12.4% | Added |
| MidWestOne Financial Group, Inc. | 13,607 | $865.5K | 0.20% | −3,001−18.1% | Reduced |
| Pioneer Trust Bank N A | 13,615 | $866.1K | 0.26% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 13,638 | $867.5K | 0.72% | −1,596−10.5% | Reduced |
| Concord Wealth Partners | 13,741 | $874.1K | 0.26% | −906−6.2% | Reduced |
| Hendershot Investments Inc. | 13,749 | $874.6K | 0.15% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 13,788 | $877.0K | 0.20% | +1,021+8.0% | Added |
| Virtus ETF Advisers LLC | 13,806 | $878.2K | 0.46% | +2,732+24.7% | Added |
| N.E.W. Advisory Services LLC | 13,835 | $880.1K | 0.14% | −392−2.8% | Reduced |
| American Financial Advisors, LLC | 13,844 | $880.6K | 0.15% | +44+0.3% | Added |
| JGP Wealth Management, LLC | 13,870 | $882.2K | 0.16% | +40.0% | Added |
| Westmount Partners, LLC | 13,891 | $883.6K | 0.46% | +13,891 | New |
| Virtue Capital Management, LLC | 13,915 | $885.1K | 0.14% | +7,579+119.6% | Added |
| McMillion Capital Management Inc | 13,955 | $887.7K | 0.80% | −184−1.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 13,964 | $888.3K | 0.30% | +13,964 | New |
| Rosenbaum Jay D. | 13,991 | $890.0K | 1.92% | −433−3.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 14,000 | $890.5K | 0.05% | 00.0% | Unchanged |