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 |
|---|---|---|---|---|---|
| Convergence Investment Partners, LLC | 27,104 | $1.72M | 1.02% | +82+0.3% | Added |
| Providence Wealth Advisors, LLC | 27,763 | $1.73M | 1.28% | −67−0.2% | Reduced |
| Park Place Capital Corp | 27,185 | $1.73M | 0.49% | +27,185 | New |
| DF Dent & Co Inc | 27,242 | $1.73M | 0.03% | −12,845−32.0% | Reduced |
| Main Street Financial Solutions, LLC | 27,311 | $1.74M | 0.27% | +3,589+15.1% | Added |
| AIMZ Investment Advisors, LLC | 27,378 | $1.74M | 0.82% | −111−0.4% | Reduced |
| Schechter Investment Advisors, LLC | 27,470 | $1.75M | 0.16% | +5,046+22.5% | Added |
| LMG Wealth Partners, LLC | 28,344 | $1.75M | 0.58% | +28,344 | New |
| Wolverine Asset Management LLC | 27,549 | $1.75M | 0.03% | −5,846−17.5% | Reduced |
| Eagle Global Advisors LLC | 27,643 | $1.76M | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 27,710 | $1.76M | 1.34% | +490+1.8% | Added |
| Community Trust & Investment Co | 27,762 | $1.77M | 0.16% | −30,993−52.7% | Reduced |
| Ethic Inc. | 27,781 | $1.77M | 0.10% | −238−0.8% | Reduced |
| Boothbay Fund Management, LLC | 27,810 | $1.77M | 0.06% | +15,496+125.8% | Added |
| Evergreen Capital Management LLC | 27,811 | $1.77M | 0.08% | +180+0.7% | Added |
| Klingenstein Fields & Co LP | 27,924 | $1.78M | 0.09% | −94−0.3% | Reduced |
| Arrow Financial Corp | 28,005 | $1.78M | 0.24% | +320+1.2% | Added |
| Waddell & Associates, LLC | 28,055 | $1.78M | 0.30% | +1,013+3.7% | Added |
| Sculati Wealth Management, LLC | 28,103 | $1.79M | 1.00% | +553+2.0% | Added |
| Strategic Blueprint, LLC | 28,123 | $1.79M | 0.21% | +1,089+4.0% | Added |
| Meridian Management Co | 28,136 | $1.79M | 0.65% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 28,144 | $1.79M | 0.03% | +400+1.4% | Added |
| Mairs & Power Inc | 28,161 | $1.79M | 0.02% | −346−1.2% | Reduced |
| Bridges Investment Management Inc | 28,198 | $1.79M | 0.07% | +250+0.9% | Added |
| Penobscot Investment Management Company, Inc. | 28,233 | $1.80M | 0.32% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 28,438 | $1.81M | 0.22% | −3,600−11.2% | Reduced |
| Robbins Farley LLC | 28,504 | $1.81M | 1.40% | −2,619−8.4% | Reduced |
| Bank of Nova Scotia Trust Co | 28,504 | $1.81M | 0.20% | −96−0.3% | Reduced |
| Jmac Enterprises LLC | 28,531 | $1.81M | 0.50% | +80.0% | Added |
| Triangle Securities Wealth Management | 28,637 | $1.82M | 0.67% | −1,004−3.4% | Reduced |
| Nwam LLC | 28,645 | $1.82M | 0.16% | +4,360+18.0% | Added |
| Aull & Monroe Investment Management Corp | 28,699 | $1.83M | 0.91% | −1,010−3.4% | Reduced |
| Manchester Capital Management LLC | 28,776 | $1.83M | 0.27% | +3,673+14.6% | Added |
| Laurel Wealth Advisors, Inc. | 28,932 | $1.84M | 0.18% | +438+1.5% | Added |
| Financial Advocates Investment Management | 28,976 | $1.84M | 0.14% | +33+0.1% | Added |
| Legacy Financial Advisors, Inc. | 29,000 | $1.84M | 0.40% | +2,613+9.9% | Added |
| Roberts Glore & Co Inc | 29,077 | $1.85M | 0.64% | −1,280−4.2% | Reduced |
| Curbstone Financial Management Corp | 29,158 | $1.85M | 0.46% | +1,478+5.3% | Added |
| Stillwater Investment Management, LLC | 29,192 | $1.86M | 0.53% | −166−0.6% | Reduced |
| Eclectic Associates Inc | 29,244 | $1.86M | 0.91% | +150+0.5% | Added |
| Community Bank & Trust, Waco, Texas | 29,258 | $1.86M | 0.61% | −50.0% | Reduced |
| Argent Advisors, Inc. | 29,330 | $1.87M | 0.97% | +366+1.3% | Added |
| Flagship Harbor Advisors, LLC | 29,335 | $1.87M | 0.19% | +445+1.5% | Added |
| United Community Bank | 29,375 | $1.87M | 1.81% | −757−2.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 29,389 | $1.87M | 0.63% | −1,315−4.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 29,444 | $1.87M | 0.23% | −2,670−8.3% | Reduced |
| Excalibur Management Corp | 29,484 | $1.88M | 0.98% | −140.0% | Reduced |
| Hudock, Inc. | 29,503 | $1.88M | 0.64% | +757+2.6% | Added |
| Financial Sense Advisors, Inc. | 29,522 | $1.88M | 0.78% | +6,600+28.8% | Added |
| Kovack Advisors, Inc. | 29,568 | $1.88M | 0.28% | +285+1.0% | Added |
| Bonness Enterprises Inc | 29,600 | $1.88M | 0.89% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 29,630 | $1.89M | 0.99% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 29,657 | $1.89M | 0.19% | −1,087−3.5% | Reduced |
| Symphony Financial, Ltd. Co. | 29,991 | $1.89M | 0.50% | +8,432+39.1% | Added |
| Washington Trust Co | 29,685 | $1.89M | 0.09% | −130.0% | Reduced |
| Massachusetts Wealth Management | 30,873 | $1.89M | 1.83% | +30,873 | New |
| M. Kulyk & Associates, LLC | 29,911 | $1.90M | 0.64% | −2,217−6.9% | Reduced |
| Pictet & Cie (Europe) SA | 30,050 | $1.91M | 0.09% | −2,770−8.4% | Reduced |
| Bremer Bank National Association | 30,098 | $1.92M | 0.37% | +22,161+279.2% | Added |
| Insight Wealth Strategies, LLC | 30,179 | $1.92M | 0.37% | +54+0.2% | Added |
| Peddock Capital Advisors, LLC | 30,229 | $1.92M | 0.74% | +7,817+34.9% | Added |
| Terry L. Blaker | 30,278 | $1.93M | 0.18% | +3,281+12.2% | Added |
| Ridgecrest Wealth Partners, LLC | 30,378 | $1.93M | 1.47% | +50+0.2% | Added |
| TCM Advisors, LLC | – | $1.93M | 2.01% | – | – |
| Harvest Fund Management Co., Ltd | 30,410 | $1.93M | 0.50% | −2,978−8.9% | Reduced |
| Mayflower Financial Advisors, LLC | 30,450 | $1.94M | 0.27% | +718+2.4% | Added |
| ICW Investment Advisors LLC | 30,484 | $1.94M | 1.16% | +56+0.2% | Added |
| Sentry Investment Management LLC | 30,508 | $1.94M | 0.86% | +3,843+14.4% | Added |
| Peoples Financial Services Corp. | 30,535 | $1.94M | 0.91% | −2,073−6.4% | Reduced |
| Valicenti Advisory Services Inc | 30,579 | $1.95M | 0.71% | −400−1.3% | Reduced |
| LVM Capital Management Ltd | 30,599 | $1.95M | 0.28% | +200+0.7% | Added |
| Emfo, LLC | 30,618 | $1.95M | 1.95% | −440−1.4% | Reduced |
| Boltwood Capital Management | 30,653 | $1.95M | 0.79% | −444−1.4% | Reduced |
| Diligent Investors, LLC | 30,729 | $1.95M | 0.64% | +177+0.6% | Added |
| Nicolet Bankshares Inc | 37,489 | $1.97M | 0.68% | −1,989−5.0% | Reduced |
| XTX Topco Ltd | 31,055 | $1.98M | 0.42% | +31,055 | New |
| Cohen Investment Advisors LLC | 31,083 | $1.98M | 1.65% | +85+0.3% | Added |
| Cornercap Investment Counsel Inc | 31,115 | $1.98M | 0.34% | −524−1.7% | Reduced |
| LBMC Investment Advisors, LLC | 31,119 | $1.98M | 0.21% | +150.0% | Added |
| Blueprint Investment Partners LLC | 31,135 | $1.98M | 0.43% | +11,086+55.3% | Added |
| Certified Advisory Corp | 31,231 | $1.99M | 0.39% | +358+1.2% | Added |
| BSW Wealth Partners | 31,316 | $1.99M | 0.43% | −1,018−3.1% | Reduced |
| Xcel Wealth Management, LLC | 31,370 | $2.00M | 0.79% | −10,500−25.1% | Reduced |
| Wealthcare Advisory Partners LLC | 31,428 | $2.00M | 0.10% | +1,395+4.6% | Added |
| Adirondack Trust Co | 31,439 | $2.00M | 1.03% | +75+0.2% | Added |
| Holderness Investments Co | 31,459 | $2.00M | 0.86% | +40.0% | Added |
| First Foundation Advisors | 31,463 | $2.00M | 0.10% | +2,480+8.6% | Added |
| Abacus Planning Group, Inc. | 31,582 | $2.01M | 0.55% | −694−2.2% | Reduced |
| Merit Financial Group, LLC | 31,623 | $2.01M | 0.07% | +5,773+22.3% | Added |
| Silver Lake Advisory, LLC | 31,630 | $2.01M | 1.23% | +216+0.7% | Added |
| Jennison Associates LLC | 31,686 | $2.02M | 0.00% | +23,492+286.7% | Added |
| Bayesian Capital Management, LP | 31,719 | $2.02M | 0.29% | +31,719 | New |
| LeJeune Puetz Investment Counsel LLC | 31,763 | $2.02M | 0.75% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 31,767 | $2.02M | 0.85% | +299+1.0% | Added |
| Cobblestone Capital Advisors LLC | 31,767 | $2.02M | 0.15% | −2,292−6.7% | Reduced |
| Dohj, LLC | 31,770 | $2.02M | 1.14% | +1,122+3.7% | Added |
| Foundations Investment Advisors, LLC | 31,780 | $2.02M | 0.08% | +13,764+76.4% | Added |
| Geneos Wealth Management Inc. | 31,985 | $2.03M | 0.12% | −4,175−11.5% | Reduced |
| Silverlake Wealth Management LLC | 32,065 | $2.04M | 1.27% | +251+0.8% | Added |
| Osborne Partners Capital Management, LLC | 32,195 | $2.05M | 0.16% | −1,121−3.4% | Reduced |