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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 16,901 | $1.08M | 0.04% | −830−4.7% | Reduced |
| SFMG, LLC | 16,909 | $1.08M | 0.12% | −841−4.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 16,990 | $1.08M | 0.36% | −650−3.7% | Reduced |
| Relyea Zuckerberg Hanson LLC | 16,996 | $1.08M | 0.31% | +3,705+27.9% | Added |
| First Hawaiian Bank | 17,024 | $1.08M | 0.04% | +3,558+26.4% | Added |
| Buffington Mohr McNeal | 17,047 | $1.08M | 0.25% | −475−2.7% | Reduced |
| NFP Retirement, Inc. | 17,069 | $1.09M | 0.24% | −81−0.5% | Reduced |
| YHB Investment Advisors, Inc. | 17,082 | $1.09M | 0.12% | +25+0.1% | Added |
| Financial Partners Group, LLC | 17,130 | $1.09M | 0.64% | +17,130 | New |
| Personal Cfo Solutions, LLC | 17,137 | $1.09M | 0.23% | +937+5.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 17,118 | $1.09M | 0.02% | +6,562+62.2% | Added |
| Autus Asset Management, LLC | 17,174 | $1.09M | 0.20% | +419+2.5% | Added |
| Voya Financial Advisors, Inc. | 17,128 | $1.10M | 0.14% | −2,299−11.8% | Reduced |
| Dakota Wealth Management | 17,235 | $1.10M | 0.08% | −1,013−5.6% | Reduced |
| Wealthsource Partners, LLC | 17,252 | $1.10M | 0.08% | −189−1.1% | Reduced |
| First Dallas Securities Inc. | 17,276 | $1.10M | 0.66% | −327−1.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 17,301 | $1.10M | 0.45% | +17,301 | New |
| Cornell Pochily Investment Advisors, Inc. | 17,315 | $1.10M | 0.49% | +31+0.2% | Added |
| Aire Advisors, LLC | 17,363 | $1.10M | 0.34% | +75+0.4% | Added |
| Beaton Management Co. Inc. | 17,375 | $1.10M | 0.74% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 17,378 | $1.11M | 0.62% | −140−0.8% | Reduced |
| Ledyard National Bank | 17,378 | $1.11M | 0.13% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 17,385 | $1.11M | 0.29% | +421+2.5% | Added |
| Blume Capital Management, Inc. | 17,400 | $1.11M | 0.37% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 17,404 | $1.11M | 0.39% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 17,395 | $1.11M | 0.03% | +1,378+8.6% | Added |
| Capstone Financial Advisors, Inc. | 17,419 | $1.11M | 0.09% | +21+0.1% | Added |
| Invictus Private Wealth, LLC | 17,450 | $1.11M | 0.14% | +17,450 | New |
| Aspen Investment Management Inc | 17,452 | $1.11M | 0.73% | −1,650−8.6% | Reduced |
| Longfellow Investment Management Co LLC | 17,461 | $1.11M | 0.25% | −2,486−12.5% | Reduced |
| Signature Wealth Management Group | 17,461 | $1.11M | 0.54% | +33+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 17,469 | $1.11M | 0.13% | −1,235−6.6% | Reduced |
| Sound Financial Strategies Group, LLC | 17,490 | $1.11M | 0.81% | +17,490 | New |
| Eagle Bay Advisors LLC | 17,500 | $1.11M | 0.63% | +1,027+6.2% | Added |
| RF&L Wealth Management, LLC | 17,580 | $1.12M | 1.15% | +17,580 | New |
| Aberdeen Wealth Management LLC | 17,592 | $1.12M | 0.84% | −163−0.9% | Reduced |
| Providence First Trust Co | 17,660 | $1.12M | 0.66% | +250+1.4% | Added |
| Fulton Breakefield Broenniman LLC | 17,702 | $1.13M | 0.10% | +4,127+30.4% | Added |
| Red Cedar Investment Management, LLC | 17,719 | $1.13M | 0.18% | +1,344+8.2% | Added |
| Aldebaran Financial Inc. | 17,736 | $1.13M | 1.26% | −700−3.8% | Reduced |
| Founders Capital Management | 17,748 | $1.13M | 0.85% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 17,760 | $1.13M | 0.56% | +1,117+6.7% | Added |
| Powers Advisory Group, LLC | 17,777 | $1.13M | 0.83% | +196+1.1% | Added |
| Leeward Financial Partners, LLC | 17,790 | $1.13M | 0.78% | −12,549−41.4% | Reduced |
| Chesapeake Wealth Management | 17,803 | $1.13M | 0.50% | +9,460+113.4% | Added |
| Prostatis Group LLC | 17,832 | $1.13M | 0.69% | +17,832 | New |
| WealthTrust Axiom LLC | 17,858 | $1.14M | 0.40% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 17,860 | $1.14M | 0.62% | 00.0% | Unchanged |
| Little House Capital LLC | 17,886 | $1.14M | 0.56% | −3,304−15.6% | Reduced |
| Keel Point, LLC | 17,933 | $1.14M | 0.18% | +619+3.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,941 | $1.14M | 0.75% | −427−2.3% | Reduced |
| Regents of the University of California | 18,000 | $1.14M | 0.22% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 18,010 | $1.15M | 0.20% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 18,032 | $1.15M | 1.22% | +66+0.4% | Added |
| Darwin Advisors, LLC | 18,712 | $1.15M | 0.30% | −4,595−19.7% | Reduced |
| St. James Investment Advisors, LLC | 18,078 | $1.15M | 2.11% | +1,041+6.1% | Added |
| My Legacy Advisors, LLC | 19,411 | $1.16M | 0.50% | +463+2.4% | Added |
| First County Bank | 18,277 | $1.16M | 0.56% | +18,277 | New |
| Sandy Cove Advisors, LLC | 18,284 | $1.16M | 0.94% | +284+1.6% | Added |
| Foster Dykema Cabot & Co Inc | 18,316 | $1.17M | 0.16% | −14,795−44.7% | Reduced |
| O'Rourke & Company, Inc | 18,307 | $1.17M | 0.92% | +358+2.0% | Added |
| Fortem Financial Group, LLC | 18,393 | $1.17M | 0.69% | −4,241−18.7% | Reduced |
| Farmers Trust Co | 18,435 | $1.17M | 0.26% | 00.0% | Unchanged |
| Davidson Trust Co | 18,445 | $1.17M | 1.04% | 00.0% | Unchanged |
| Brave Asset Management Inc | 18,500 | $1.18M | 0.40% | 00.0% | Unchanged |
| Bell Bank | 18,552 | $1.18M | 0.14% | +64+0.3% | Added |
| CNB Bank | 18,633 | $1.19M | 0.74% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 18,661 | $1.19M | 0.36% | +1,337+7.7% | Added |
| Cahaba Wealth Management, Inc. | 18,815 | $1.20M | 0.15% | −5,227−21.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 18,818 | $1.20M | 0.47% | +781+4.3% | Added |
| Thompson Siegel & Walmsley LLC | 18,824 | $1.20M | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 18,865 | $1.20M | 0.14% | +21+0.1% | Added |
| Insigneo Advisory Services, LLC | 18,872 | $1.20M | 0.45% | +18,872 | New |
| JT Stratford LLC | 18,869 | $1.20M | 0.38% | +5,869+45.1% | Added |
| Buckingham Capital Management, Inc. | 18,886 | $1.20M | 0.21% | −543−2.8% | Reduced |
| Investment Partners, Ltd. | 18,913 | $1.20M | 0.64% | −16,149−46.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 19,013 | $1.20M | 0.12% | +213+1.1% | Added |
| Grimes & Company, Inc. | 18,930 | $1.20M | 0.05% | −334−1.7% | Reduced |
| Windsor Capital Management, LLC | 19,089 | $1.21M | 0.44% | −474−2.4% | Reduced |
| Avestar Capital, LLC | 19,089 | $1.21M | 0.26% | +38+0.2% | Added |
| Baader Bank INC | 19,100 | $1.21M | 0.11% | −59,850−75.8% | Reduced |
| Essex Savings Bank | 19,116 | $1.22M | 0.43% | +1,111+6.2% | Added |
| Narwhal Capital Management | 19,147 | $1.22M | 0.16% | +11,448+148.7% | Added |
| Marcum Wealth, LLC | 19,147 | $1.22M | 0.16% | −212−1.1% | Reduced |
| Ascension Asset Management LLC | 19,200 | $1.22M | 0.88% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19,227 | $1.22M | 0.15% | +5,234+37.4% | Added |
| Verition Fund Management LLC | 19,229 | $1.22M | 0.02% | −93,924−83.0% | Reduced |
| Appleton Partners Inc | 19,264 | $1.23M | 0.12% | −497−2.5% | Reduced |
| Zullo Investment Group, Inc. | 19,336 | $1.23M | 0.75% | +119+0.6% | Added |
| Romano Brothers and Company | 19,344 | $1.23M | 0.19% | +69+0.4% | Added |
| Ayalon Holdings Ltd. | 19,370 | $1.23M | 0.58% | 00.0% | Unchanged |
| RMR Wealth Builders | 19,384 | $1.23M | 0.28% | −71−0.4% | Reduced |
| Advocate Group LLC | 19,419 | $1.24M | 0.27% | −3,885−16.7% | Reduced |
| Northern Financial Advisors Inc | 19,506 | $1.24M | 1.40% | +19,506 | New |
| Resources Management Corp | 19,523 | $1.24M | 0.20% | −750−3.7% | Reduced |
| Biltmore Family Office, LLC | 19,576 | $1.25M | 0.26% | +399+2.1% | Added |
| Prestige Wealth Management Group LLC | 19,620 | $1.25M | 0.33% | −16,503−45.7% | Reduced |
| 1st Source Bank | 19,659 | $1.25M | 0.08% | +511+2.7% | Added |
| Bank Ozk | 19,684 | $1.25M | 0.62% | −287−1.4% | Reduced |
| Means Investment Co., Inc. | 19,704 | $1.25M | 0.25% | +216+1.1% | Added |