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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 19,802 | $1.26M | 0.48% | −244−1.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 19,812 | $1.26M | 0.26% | −171−0.9% | Reduced |
| Continuum Advisory, LLC | 46,938 | $1.26M | 0.23% | +942+2.0% | Added |
| Next Capital Management LLC | 19,820 | $1.26M | 0.68% | −141−0.7% | Reduced |
| Octavia Wealth Advisors, LLC | 19,885 | $1.26M | 0.31% | −65−0.3% | Reduced |
| Mach-1 Financial Group, Inc. | 19,970 | $1.27M | 0.59% | +16,093+415.1% | Added |
| Berkeley Capital Partners, LLC | 19,991 | $1.27M | 0.49% | +2,558+14.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 20,000 | $1.27M | 0.40% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 20,000 | $1.27M | 0.15% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 20,026 | $1.27M | 0.42% | −31,828−61.4% | Reduced |
| Walker Financial Services, Inc. | 20,564 | $1.28M | 1.31% | −413−2.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 20,062 | $1.28M | 0.42% | +23+0.1% | Added |
| Heritage Financial Services, LLC | 20,075 | $1.28M | 0.32% | −252−1.2% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.28M | 1.27% | 00.0% | Unchanged |
| City State Bank | 20,235 | $1.29M | 0.79% | −100−0.5% | Reduced |
| Teza Capital Management LLC | 20,253 | $1.29M | 0.25% | −34,989−63.3% | Reduced |
| Successful Portfolios LLC | 20,283 | $1.29M | 0.84% | −166−0.8% | Reduced |
| Independent Financial Group, LLC | 20,329 | $1.29M | 0.11% | −415−2.0% | Reduced |
| Davis R M Inc | 20,416 | $1.30M | 0.04% | −2,140−9.5% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 20,438 | $1.30M | 0.61% | −4,045−16.5% | Reduced |
| Brady Family Wealth, LLC | 20,468 | $1.30M | 0.54% | +20,468 | New |
| SBK Financial, Inc. | 20,500 | $1.30M | 2.07% | 00.0% | Unchanged |
| XML Financial, LLC | 20,547 | $1.31M | 0.16% | −645−3.0% | Reduced |
| Exchange Capital Management, Inc. | 20,550 | $1.31M | 0.29% | +630+3.2% | Added |
| Telos Capital Management, Inc. | 20,560 | $1.31M | 0.19% | −484−2.3% | Reduced |
| Naviter Wealth, LLC | 21,619 | $1.31M | 0.36% | +1,257+6.2% | Added |
| New Hampshire Trust | 20,623 | $1.31M | 0.35% | +20,623 | New |
| Ledge Wealth Management, Inc. | 20,621 | $1.31M | 0.60% | +3,461+20.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 20,659 | $1.31M | 1.14% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 20,689 | $1.32M | 0.01% | −852−4.0% | Reduced |
| Ashburton (Jersey) Ltd | 20,716 | $1.32M | 0.74% | +20,716 | New |
| AJ Advisors, LLC | 20,742 | $1.32M | 1.06% | +20,742 | New |
| Stonnington Group, LLC | 21,248 | $1.32M | 0.36% | −1,086−4.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 20,796 | $1.32M | 0.51% | −328−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,800 | $1.32M | 0.01% | −85,636−80.5% | Reduced |
| Old Port Advisors | 20,867 | $1.33M | 0.50% | −4,444−17.6% | Reduced |
| Jones Financial Companies LLLP | 20,924 | $1.33M | 0.00% | −638−3.0% | Reduced |
| Elevated Capital Advisors, LLC | 20,925 | $1.33M | 0.51% | +879+4.4% | Added |
| Joel Isaacson & Co., LLC | 20,978 | $1.33M | 0.10% | +80.0% | Added |
| Garrison Point Advisors, LLC | 20,993 | $1.34M | 1.09% | +510+2.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 20,995 | $1.34M | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 21,003 | $1.34M | 0.65% | +49+0.2% | Added |
| Andesa Financial Management Inc. | 21,026 | $1.34M | 0.73% | −10,698−33.7% | Reduced |
| Grove Bank & Trust | 21,090 | $1.34M | 0.30% | +170+0.8% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 21,100 | $1.34M | 0.03% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 21,156 | $1.35M | 0.83% | +400+1.9% | Added |
| Coastline Trust Co | 21,230 | $1.35M | 0.20% | −820−3.7% | Reduced |
| Resource Planning Group | 21,247 | $1.35M | 1.08% | −1,452−6.4% | Reduced |
| Key Financial Inc | 24,137 | $1.35M | 0.64% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 21,267 | $1.35M | 0.17% | +21,267 | New |
| Keating Investment Counselors Inc | 21,285 | $1.35M | 0.53% | +7,760+57.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 21,302 | $1.35M | 0.24% | −5,769−21.3% | Reduced |
| Tobam | 21,318 | $1.36M | 0.09% | +1,328+6.6% | Added |
| Kennedy Investment Group | 21,466 | $1.37M | 0.87% | +21,466 | New |
| Wilkinson Global Asset Management LLC | 21,475 | $1.37M | 0.11% | 00.0% | Unchanged |
| Monument Capital Management | 21,478 | $1.37M | 0.47% | +2,523+13.3% | Added |
| united american securities inc. (d/b/a uas asset management) | 21,490 | $1.37M | 0.48% | +21,490 | New |
| Transamerica Financial Advisors, Inc. | 21,527 | $1.37M | 0.20% | +4,041+23.1% | Added |
| Summit Asset Management, LLC | 21,588 | $1.37M | 0.40% | +45+0.2% | Added |
| W Advisors, LLC | 21,594 | $1.37M | 1.14% | −297−1.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 21,624 | $1.38M | 0.05% | +1,276+6.3% | Added |
| CAPROCK Group, Inc. | 21,652 | $1.38M | 0.13% | +1,131+5.5% | Added |
| Aptus Capital Advisors, LLC | 21,741 | $1.38M | 0.05% | +677+3.2% | Added |
| Core Wealth Partners LLC | 20,703 | $1.39M | 1.72% | +20,703 | New |
| Martin & Co Inc | 21,815 | $1.39M | 0.37% | +540+2.5% | Added |
| Sutton Wealth Advisors Inc. | 21,894 | $1.39M | 0.53% | −848−3.7% | Reduced |
| Itau Unibanco Holding S.A. | 21,927 | $1.39M | 0.06% | +6,012+37.8% | Added |
| Great Lakes Advisors, LLC | 21,962 | $1.40M | 0.08% | +3,684+20.2% | Added |
| Salomon & Ludwin, LLC | 21,969 | $1.40M | 0.18% | +2,299+11.7% | Added |
| Gries Financial LLC | 21,974 | $1.40M | 0.46% | 00.0% | Unchanged |
| VeraBank, N.A. | 22,046 | $1.40M | 0.70% | +78+0.4% | Added |
| Luts & Greenleigh Group, Inc | 22,060 | $1.40M | 1.78% | +22,060 | New |
| Financial Advisory Service, Inc. | 22,080 | $1.40M | 0.16% | −967−4.2% | Reduced |
| Knuff & Co LLC | 22,085 | $1.40M | 0.60% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 22,109 | $1.41M | 0.34% | +70+0.3% | Added |
| Applied Capital LLC | 22,156 | $1.41M | 1.41% | +22,156 | New |
| Hills Bank & Trust Co | 22,269 | $1.42M | 0.21% | +203+0.9% | Added |
| Lake Street Financial LLC | 22,283 | $1.42M | 0.29% | +8,470+61.3% | Added |
| Strengthening Families & Communities, LLC | 22,312 | $1.42M | 0.85% | +784+3.6% | Added |
| Access Financial Services, Inc. | 22,346 | $1.42M | 0.87% | −762−3.3% | Reduced |
| Oxford Financial Group Ltd | 22,394 | $1.42M | 0.17% | +1,662+8.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 22,425 | $1.43M | 0.39% | 00.0% | Unchanged |
| Navalign, LLC | 22,446 | $1.43M | 0.59% | −528−2.3% | Reduced |
| NorthRock Partners, LLC | 22,463 | $1.43M | 0.16% | +580+2.7% | Added |
| Ironwood Investment Counsel, LLC | 22,470 | $1.43M | 0.35% | +818+3.8% | Added |
| Bedel Financial Consulting, Inc. | 22,488 | $1.43M | 0.36% | +642+2.9% | Added |
| Meridian Wealth Advisors, LLC | 22,496 | $1.43M | 0.37% | −618−2.7% | Reduced |
| Heritage Wealth Advisors | 22,584 | $1.44M | 0.08% | −1,117−4.7% | Reduced |
| Doliver Advisors, LP | 22,600 | $1.44M | 0.47% | +30.0% | Added |
| O'Brien Greene & Co. Inc | 22,608 | $1.44M | 0.55% | −48,270−68.1% | Reduced |
| Lederer & Associates Investment Counsel | 22,635 | $1.44M | 1.18% | 00.0% | Unchanged |
| Edgewood Management LLC | 22,671 | $1.44M | 0.01% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 22,672 | $1.44M | 0.01% | −148,328−86.7% | Reduced |
| World Equity Group, Inc. | 22,716 | $1.44M | 0.34% | +4,939+27.8% | Added |
| Smithfield Trust Co | 22,822 | $1.45M | 0.10% | −998−4.2% | Reduced |
| TFG Advisers LLC | 22,789 | $1.45M | 0.74% | +961+4.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,839 | $1.45M | 0.07% | +987+4.5% | Added |
| Carson Advisory Inc. | 22,848 | $1.45M | 1.39% | +27+0.1% | Added |
| Lake Street Advisors Group, LLC | 22,859 | $1.45M | 0.10% | −526−2.2% | Reduced |
| Norway Savings Bank | 22,867 | $1.45M | 0.74% | −27−0.1% | Reduced |