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 | 3,583 | $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, 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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 14,000 | $891.0K | 0.32% | −1,000−6.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 14,012 | $891.3K | 1.19% | −73−0.5% | Reduced |
| Ballast, Inc. | 14,022 | $891.9K | 0.39% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 14,046 | $893.5K | 0.46% | +14,046 | New |
| Prosperity Consulting Group, LLC | 14,083 | $895.8K | 0.60% | +302+2.2% | Added |
| Thrive Wealth Management, LLC | 14,105 | $897.2K | 0.26% | +1,704+13.7% | Added |
| Vise Technologies, Inc. | 14,117 | $898.0K | 0.28% | +2,270+19.2% | Added |
| BBR Partners, LLC | 14,145 | $899.8K | 0.10% | +1,084+8.3% | Added |
| Glen Eagle Advisors, LLC | 14,155 | $900.4K | 0.25% | +209+1.5% | Added |
| Tiedemann Advisors, LLC | 14,164 | $900.9K | 0.04% | +493+3.6% | Added |
| Core Alternative Capital | 14,165 | $901.0K | 0.11% | +11,066+357.1% | Added |
| Kovitz Investment Group Partners, LLC | 14,177 | $902.0K | 0.02% | −548−3.7% | Reduced |
| Gleason Group, Inc. | 14,199 | $903.2K | 0.28% | +206+1.5% | Added |
| MMBG Investment Advisors Co. | 14,250 | $906.0K | 0.12% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14,295 | $909.3K | 0.14% | −80−0.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 14,869 | $910.1K | 0.56% | +137+0.9% | Added |
| Aspiriant, LLC | 14,353 | $913.0K | 0.05% | +712+5.2% | Added |
| Laidlaw Wealth Management LLC | 14,418 | $917.1K | 0.20% | −2,420−14.4% | Reduced |
| Hirtle Callaghan & Co LLC | 14,430 | $917.9K | 0.06% | −323−2.2% | Reduced |
| AdvisorNet Financial, Inc | 14,436 | $918.3K | 0.09% | −3,446−19.3% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 14,453 | $919.0K | 0.63% | −55−0.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 14,452 | $919.3K | 0.38% | +880+6.5% | Added |
| First Financial Bank - Trust Division | 14,517 | $923.0K | 0.10% | +1,590+12.3% | Added |
| Peak Asset Management, LLC | 14,532 | $924.4K | 0.24% | −200−1.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 14,559 | $926.0K | 0.29% | +14,559 | New |
| Saybrook Capital | 14,565 | $926.0K | 0.31% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 14,594 | $928.3K | 0.36% | +54+0.4% | Added |
| Asset Allocation & Management Company, LLC | 14,635 | $931.0K | 0.36% | −4,664−24.2% | Reduced |
| Cantor Fitzgerald, L. P. | 14,656 | $932.0K | 0.02% | −350−2.3% | Reduced |
| ACT Advisors, LLC. | 14,765 | $939.2K | 0.60% | +279+1.9% | Added |
| Wealth Quarterback LLC | 14,798 | $941.3K | 0.78% | +285+2.0% | Added |
| MONECO Advisors, LLC | 14,799 | $941.3K | 0.34% | +809+5.8% | Added |
| Meitav Dash Investments Ltd | 14,782 | $941.4K | 0.02% | +14,782 | New |
| LexAurum Advisors, LLC | 14,808 | $941.9K | 0.34% | +40.0% | Added |
| Spreng Capital Management, Inc. | 14,869 | $945.8K | 0.82% | −900−5.7% | Reduced |
| First Command Bank | 14,890 | $947.0K | 0.12% | −292−1.9% | Reduced |
| First Command Financial Services, Inc. | 14,890 | $947.0K | 0.12% | −292−1.9% | Reduced |
| Benjamin Edwards Inc | 14,901 | $948.0K | 0.25% | +2,679+21.9% | Added |
| First Financial Corp | 14,977 | $952.7K | 0.58% | −198−1.3% | Reduced |
| Estabrook Capital Management | 15,024 | $955.7K | 0.16% | 00.0% | Unchanged |
| Headinvest, LLC | 15,032 | $956.2K | 0.21% | +740+5.2% | Added |
| Stone Point Wealth LLC | 15,043 | $956.9K | 0.47% | −50−0.3% | Reduced |
| Inlet Private Wealth, LLC | 15,099 | $960.5K | 0.25% | +3,095+25.8% | Added |
| Legacy Wealth Asset Management, LLC | 15,138 | $962.9K | 0.37% | +174+1.2% | Added |
| LS Investment Advisors, LLC | 15,201 | $966.9K | 0.19% | −719−4.5% | Reduced |
| Lakeview Capital Partners, LLC | 15,958 | $967.7K | 0.31% | −22−0.1% | Reduced |
| StrategIQ Financial Group, LLC | 15,279 | $971.9K | 0.11% | +45+0.3% | Added |
| CFO4Life Group, LLC | 15,336 | $975.5K | 0.21% | +747+5.1% | Added |
| CFO4Life, L.P. | 15,336 | $975.5K | 0.21% | +15,336 | New |
| Pinnacle Bancorp, Inc. | 15,373 | $978.0K | 0.38% | −1,149−7.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 16,330 | $981.1K | 0.46% | +964+6.3% | Added |
| Kingfisher Capital LLC | 15,445 | $982.0K | 0.26% | −245−1.6% | Reduced |
| Security National Bank of Sioux City Iowa | 15,479 | $985.0K | 0.75% | −80−0.5% | Reduced |
| Mayfair Advisory Group, LLC | 15,785 | $988.3K | 1.26% | +2,432+18.2% | Added |
| Altfest L J & Co Inc | 15,558 | $990.0K | 0.16% | −71−0.5% | Reduced |
| Legacy Private Trust Co. | 15,580 | $991.0K | 0.09% | +90+0.6% | Added |
| Adviser Investments LLC | 15,993 | $991.7K | 0.02% | −584−3.5% | Reduced |
| Compton Capital Management Inc | 15,650 | $995.0K | 0.72% | −1,325−7.8% | Reduced |
| EagleClaw Capital Managment, LLC | 15,704 | $998.9K | 0.24% | −225−1.4% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 15,756 | $1.00M | 0.08% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 15,770 | $1.00M | 0.21% | +94+0.6% | Added |
| Great Lakes Retirement, Inc. | 15,794 | $1.00M | 0.26% | +15,794 | New |
| Aries Wealth Management | 15,833 | $1.01M | 0.43% | −100−0.6% | Reduced |
| America First Investment Advisors, LLC | 15,848 | $1.01M | 0.30% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 15,858 | $1.01M | 0.54% | +231+1.5% | Added |
| Harrison & Co Wealth Management, LLC | 15,896 | $1.01M | 0.98% | −164−1.0% | Reduced |
| Evoke Wealth, LLC | 74,768 | $1.01M | 0.04% | +58,674+364.6% | Added |
| Diversified Portfolios, Inc. | 15,944 | $1.01M | 0.23% | −569−3.4% | Reduced |
| Lathrop Investment Management Corp | 15,962 | $1.01M | 0.22% | −75−0.5% | Reduced |
| Journey Advisory Group, LLC | 15,967 | $1.02M | 0.25% | +1,875+13.3% | Added |
| Sterling Investment Advisors, Ltd. | 16,019 | $1.02M | 0.36% | +1,028+6.9% | Added |
| Wintrust Investments LLC | 16,039 | $1.02M | 0.13% | −461−2.8% | Reduced |
| Intrua Financial, LLC | 17,098 | $1.02M | 0.24% | −604−3.4% | Reduced |
| Coco Enterprises, LLC | 16,067 | $1.02M | 0.86% | +536+3.5% | Added |
| RMB Capital Management, LLC | 16,092 | $1.02M | 0.04% | +1,639+11.3% | Added |
| Hendley & Co Inc | 16,101 | $1.02M | 0.46% | 00.0% | Unchanged |
| Sierra Capital LLC | 16,113 | $1.02M | 0.18% | +437+2.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,152 | $1.03M | 0.23% | +764+5.0% | Added |
| LCNB Corp | 16,224 | $1.03M | 0.48% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 16,238 | $1.03M | 0.74% | +16,238 | New |
| Gateway Advisory, LLC | 16,232 | $1.03M | 0.27% | +16,232 | New |
| Bank of New Hampshire | 16,253 | $1.03M | 0.31% | −3,000−15.6% | Reduced |
| Bray Capital Advisors | 16,322 | $1.04M | 0.32% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 16,332 | $1.04M | 0.02% | +1,225+8.1% | Added |
| Marathon Capital Management | 16,466 | $1.05M | 0.29% | +658+4.2% | Added |
| Rothschild Investment Corp | 16,479 | $1.05M | 0.10% | +80.0% | Added |
| Blueshift Asset Management, LLC | 16,485 | $1.05M | 0.49% | −47,967−74.4% | Reduced |
| ICA Group Wealth Management, LLC | 16,570 | $1.05M | 0.25% | −11,142−40.2% | Reduced |
| Mainstay Capital Management LLC | 16,566 | $1.05M | 0.23% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 16,604 | $1.06M | 0.02% | +170+1.0% | Added |
| Palumbo Wealth Management LLC | 16,633 | $1.06M | 0.84% | +515+3.2% | Added |
| Alpha DNA Investment Management LLC | 16,674 | $1.06M | 0.56% | −4,817−22.4% | Reduced |
| Wellington Shields & Co., LLC | 16,675 | $1.06M | 0.24% | 00.0% | Unchanged |
| American Trust | 16,706 | $1.06M | 0.10% | −1,216−6.8% | Reduced |
| Eagle Ridge Investment Management | 16,710 | $1.06M | 0.12% | −167−1.0% | Reduced |
| Summit Place Financial Advisors, LLC | 16,757 | $1.07M | 0.88% | +925+5.8% | Added |
| JNBA Financial Advisors | 16,786 | $1.07M | 0.15% | −509−2.9% | Reduced |
| Harbor Investment Advisory, LLC | 16,850 | $1.07M | 0.17% | +3,362+24.9% | Added |
| Delta Asset Management LLC | 16,877 | $1.07M | 0.12% | −30−0.2% | Reduced |
| Hunter Associates Investment Management LLC | 16,947 | $1.07M | 0.26% | −4,990−22.7% | Reduced |