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 |
|---|---|---|---|---|---|
| Aevitas Wealth Management, Inc. | 32,234 | $2.05M | 1.21% | +406+1.3% | Added |
| SWS Partners | 32,267 | $2.05M | 0.97% | +2,947+10.1% | Added |
| Chicago Trust Co NA | 32,290 | $2.05M | 0.51% | −964−2.9% | Reduced |
| Burney Co | 32,388 | $2.06M | 0.10% | −5,015−13.4% | Reduced |
| Exeter Financial, LLC | 32,405 | $2.06M | 1.07% | −192−0.6% | Reduced |
| Secure Asset Management, LLC | 32,411 | $2.06M | 0.74% | +16,882+108.7% | Added |
| Hedeker Wealth, LLC | 32,418 | $2.06M | 0.77% | −723−2.2% | Reduced |
| TrimTabs Asset Management, LLC | 32,517 | $2.07M | 1.35% | +721+2.3% | Added |
| Ignite Planners, LLC | 34,209 | $2.07M | 0.87% | −6,471−15.9% | Reduced |
| Papp L Roy & Associates | 32,563 | $2.07M | 0.29% | −4,611−12.4% | Reduced |
| Autumn Glory Partners, LLC | 32,733 | $2.08M | 1.11% | +8,332+34.1% | Added |
| Ballentine Partners, LLC | 32,747 | $2.08M | 0.06% | +3,871+13.4% | Added |
| Smith Shellnut Wilson LLC | 32,768 | $2.08M | 1.29% | −315−1.0% | Reduced |
| Fruth Investment Management | 32,827 | $2.09M | 0.61% | −100−0.3% | Reduced |
| Deane Retirement Strategies, Inc. | 32,835 | $2.09M | 1.16% | −127−0.4% | Reduced |
| Nixon Peabody Trust Co | 32,847 | $2.09M | 1.70% | −3,250−9.0% | Reduced |
| DFPG Investments, LLC | 33,723 | $2.09M | 0.34% | +29,761+751.2% | Added |
| Armstrong Advisory Group, Inc | 32,879 | $2.09M | 0.28% | +32,879 | New |
| International Assets Investment Management, LLC | 32,993 | $2.10M | 0.22% | +12,815+63.5% | Added |
| NatWest Group plc | 33,248 | $2.11M | 1.20% | −2,329−6.5% | Reduced |
| Veracity Capital LLC | 33,510 | $2.13M | 1.02% | +1,751+5.5% | Added |
| WoodTrust Financial Corp | 33,550 | $2.13M | 0.44% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 33,588 | $2.14M | 0.01% | +33,588 | New |
| Banco de Sabadell, S.A | 33,930 | $2.16M | 1.82% | +5,113+17.7% | Added |
| Pathway Financial Advisers, LLC | 33,942 | $2.16M | 0.88% | +33,942 | New |
| TBH Global Asset Management, LLC | 33,988 | $2.16M | 0.53% | +102+0.3% | Added |
| Thompson Investment Management, Inc. | 34,074 | $2.17M | 0.40% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 34,185 | $2.17M | 0.11% | −576−1.7% | Reduced |
| Nations Financial Group Inc, | 34,207 | $2.18M | 0.24% | +4,399+14.8% | Added |
| Stokes Family Office, LLC | 34,280 | $2.18M | 0.28% | −919−2.6% | Reduced |
| Constitution Capital LLC | 34,368 | $2.19M | 1.35% | +16,490+92.2% | Added |
| Marshall Financial Group LLC | 34,427 | $2.19M | 0.85% | +8,843+34.6% | Added |
| Summit X, LLC | 34,861 | $2.19M | 0.63% | +1,350+4.0% | Added |
| CVA Family Office, LLC | 34,510 | $2.20M | 0.53% | +519+1.5% | Added |
| BKD Wealth Advisors, LLC | 34,512 | $2.20M | 0.08% | +1,347+4.1% | Added |
| First National Trust Co | 34,525 | $2.20M | 0.12% | +1,768+5.4% | Added |
| Centaurus Financial, Inc. | 34,544 | $2.20M | 0.21% | −8,246−19.3% | Reduced |
| Gamble Jones Investment Counsel | 34,597 | $2.20M | 0.17% | −100−0.3% | Reduced |
| Brighton Jones LLC | 34,611 | $2.20M | 0.13% | +1,060+3.2% | Added |
| Summit Financial, LLC | 34,849 | $2.22M | 0.21% | +410+1.2% | Added |
| Knights of Columbus Asset Advisors LLC | 34,898 | $2.22M | 0.23% | +22,590+183.5% | Added |
| Smith, Moore & Co. | 35,085 | $2.23M | 0.31% | −479−1.3% | Reduced |
| Spire Wealth Management | 35,105 | $2.23M | 0.13% | −81,607−69.9% | Reduced |
| Inscription Capital, LLC | 35,163 | $2.24M | 0.77% | +486+1.4% | Added |
| Chilton Investment Co LLC | 35,201 | $2.24M | 0.07% | −12,751−26.6% | Reduced |
| Barr E S & Co | 35,811 | $2.28M | 0.19% | −2,575−6.7% | Reduced |
| Fisher Asset Management, LLC | 35,831 | $2.28M | 0.00% | +204+0.6% | Added |
| Northstar Group, Inc. | 35,970 | $2.29M | 0.65% | −295−0.8% | Reduced |
| Meridian Wealth Management, LLC | 36,026 | $2.29M | 0.22% | +983+2.8% | Added |
| ARGI Investment Services, LLC | 36,048 | $2.29M | 0.07% | +1,388+4.0% | Added |
| Cipher Capital LP | 36,172 | $2.30M | 0.43% | +36,172 | New |
| Arbor Capital Management Inc | 36,905 | $2.31M | 2.05% | +1,399+3.9% | Added |
| Kavar Capital Partners Group, LLC | 36,439 | $2.32M | 0.53% | +90+0.2% | Added |
| Lumature Wealth Partners, LLC | 36,527 | $2.32M | 1.30% | −621−1.7% | Reduced |
| Regatta Capital Group, LLC | 36,595 | $2.33M | 0.83% | +432+1.2% | Added |
| Cacti Asset Management LLC | 36,600 | $2.33M | 0.22% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 36,617 | $2.33M | 0.82% | +17,935+96.0% | Added |
| Founders Financial Securities LLC | 36,632 | $2.33M | 0.37% | +2,054+5.9% | Added |
| R.m.sincerbeaux Capital Management LLC | 36,640 | $2.33M | 1.66% | −450−1.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 36,685 | $2.33M | 1.64% | +48+0.1% | Added |
| GYL Financial Synergies, LLC | 36,697 | $2.33M | 0.51% | +13,750+59.9% | Added |
| Quadrant Capital Group LLC | 36,697 | $2.33M | 0.26% | +1,001+2.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 36,704 | $2.33M | 0.19% | −23,853−39.4% | Reduced |
| Independence Bank of Kentucky | 36,778 | $2.34M | 1.05% | +1,752+5.0% | Added |
| Advisors Management Group Inc | 36,875 | $2.35M | 0.89% | −88−0.2% | Reduced |
| CoreCap Advisors, LLC | 36,892 | $2.35M | 0.17% | −19,723−34.8% | Reduced |
| First Business Financial Services, Inc. | 36,905 | $2.35M | 0.32% | +10.0% | Added |
| Harbour Investments, Inc. | 36,947 | $2.35M | 0.14% | −705−1.9% | Reduced |
| YorkBridge Wealth Partners, LLC | 36,974 | $2.35M | 0.60% | +461+1.3% | Added |
| Deseret Mutual Benefit Administrators | 36,981 | $2.35M | 0.97% | −26,747−42.0% | Reduced |
| Gifford Fong Associates | 37,000 | $2.35M | 0.54% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 37,195 | $2.37M | 1.30% | +679+1.9% | Added |
| Jag Capital Management, LLC | 37,230 | $2.37M | 0.34% | +591+1.6% | Added |
| Bowen Hanes & Co Inc | 37,517 | $2.39M | 0.08% | +8,475+29.2% | Added |
| Warren Averett Asset Management, LLC | 37,547 | $2.39M | 0.13% | −48,517−56.4% | Reduced |
| InterOcean Capital Group, LLC | 37,669 | $2.40M | 0.09% | +1,930+5.4% | Added |
| Shoker Investment Counsel, Inc. | 37,716 | $2.40M | 1.07% | +485+1.3% | Added |
| Unigestion Holding SA | 37,532 | $2.40M | 0.13% | −12,122−24.4% | Reduced |
| Keystone Financial Planning, Inc. | 37,908 | $2.41M | 0.81% | 00.0% | Unchanged |
| Arden Trust Co | 37,983 | $2.42M | 0.49% | +84+0.2% | Added |
| Bragg Financial Advisors, Inc | 38,011 | $2.42M | 0.15% | −230−0.6% | Reduced |
| DuPont Capital Management Corp | 38,085 | $2.42M | 0.11% | −9,262−19.6% | Reduced |
| Independent Investors Inc | 38,100 | $2.42M | 0.67% | 00.0% | Unchanged |
| Mather Group, LLC. | 38,297 | $2.44M | 0.05% | −62−0.2% | Reduced |
| North Star Asset Management Inc | 38,319 | $2.44M | 0.15% | +8,268+27.5% | Added |
| Investors Asset Management of Georgia Inc | 38,534 | $2.45M | 1.28% | −400−1.0% | Reduced |
| Marks Group Wealth Management, Inc | 38,592 | $2.45M | 0.34% | +4,004+11.6% | Added |
| Koshinski Asset Management, Inc. | 38,741 | $2.46M | 0.24% | +783+2.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 38,758 | $2.47M | 0.59% | −841−2.1% | Reduced |
| Marino, Stram & Associates LLC | 38,992 | $2.48M | 0.78% | +570+1.5% | Added |
| Roundview Capital LLC | 38,997 | $2.48M | 0.28% | −71−0.2% | Reduced |
| Verdence Capital Advisors LLC | 38,997 | $2.48M | 0.31% | +635+1.7% | Added |
| Clarius Group, LLC | 39,038 | $2.48M | 0.22% | +2,133+5.8% | Added |
| Capital Investment Advisory Services, LLC | 39,455 | $2.51M | 0.30% | +1,204+3.1% | Added |
| Boston Financial Mangement LLC | 39,465 | $2.51M | 0.10% | +582+1.5% | Added |
| Sterling Investment Counsel, LLC | 39,532 | $2.51M | 1.55% | +1,557+4.1% | Added |
| Allred Capital Management, LLC | 39,623 | $2.52M | 1.38% | +228+0.6% | Added |
| Thoroughbred Financial Services, LLC | 39,638 | $2.52M | 0.41% | −914−2.3% | Reduced |
| Northeast Investment Management | 39,676 | $2.52M | 0.16% | −6,675−14.4% | Reduced |
| Capstone Triton Financial Group, LLC | 39,692 | $2.52M | 2.03% | +1,380+3.6% | Added |