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
- 2,885
- +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
- 1,045 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Slocum, Gordon & Co LLP | 1,000 | $63.6K | 0.04% | +1,000 | New |
| Cowen Prime Advisors LLC | 1,000 | $64.0K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,007 | $64.1K | 0.07% | +1,007 | New |
| Hillsdale Investment Management Inc. | 1,014 | $64.5K | 0.01% | +250+32.7% | Added |
| Stephens Consulting, LLC | 1,015 | $64.6K | 0.04% | −273−21.2% | Reduced |
| Marquette Asset Management, LLC | 1,016 | $64.6K | 0.02% | +816+408.0% | Added |
| Fairfield Financial Advisors, LTD | 1,052 | $66.9K | 0.03% | +5+0.5% | Added |
| Goodwin Investment Advisory | 1,073 | $68.3K | 0.05% | +112+11.7% | Added |
| TD Ameritrade Investment Management, LLC | 1,078 | $69.0K | 0.00% | −6,398−85.6% | Reduced |
| Pacifica Partners Inc. | 1,077 | $69.2K | 0.05% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 1,135 | $72.2K | 0.05% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 1,137 | $72.3K | 0.02% | +1,137 | New |
| Coastal Capital Group, Inc. | 1,303 | $73.0K | 0.02% | +1+0.1% | Added |
| Financial Freedom, LLC | 1,152 | $73.3K | 0.05% | +1,152 | New |
| FSC Wealth Advisors, LLC | 1,152 | $73.3K | 0.13% | +1+0.1% | Added |
| Global Wealth Strategies & Associates | 1,160 | $73.8K | 0.04% | +1,160 | New |
| AlphaMark Advisors, LLC | 937 | $74.0K | 0.04% | −1,132−54.7% | Reduced |
| Coppell Advisory Solutions LLC | 1,182 | $75.2K | 0.03% | +1,182 | New |
| Coppell Advisory Solutions Corp. | 1,182 | $75.2K | 0.03% | +1,182 | New |
| Kelly Financial Services LLC | 1,224 | $77.8K | 0.04% | +13+1.1% | Added |
| Centiva Capital, LP | 1,245 | $79.2K | 0.01% | +636+104.4% | Added |
| Optimum Investment Advisors | 1,298 | $82.5K | 0.04% | −1,000−43.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,310 | $83.0K | 0.00% | −5,547−80.9% | Reduced |
| Capital Advisors, Ltd. LLC | 3,041 | $84.0K | 0.01% | −1,065−25.9% | Reduced |
| Guardian Wealth Management, Inc. | 1,338 | $85.1K | 0.08% | +11+0.8% | Added |
| Tradewinds Capital Management, LLC | 1,381 | $87.8K | 0.04% | +67+5.1% | Added |
| Westchester Capital Management, Inc. | 1,405 | $89.4K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,459 | $92.8K | 0.05% | +284+24.2% | Added |
| Cyrus J. Lawrence, LLC | 1,463 | $93.0K | 0.03% | +82+5.9% | Added |
| AllSquare Wealth Management LLC | 1,496 | $95.2K | 0.07% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,535 | $97.6K | 0.05% | −629−29.1% | Reduced |
| Red Tortoise LLC | 1,581 | $100.6K | 0.07% | +1,581 | New |
| Halpern Financial, Inc. | 1,585 | $100.8K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 1,707 | $108.6K | 0.12% | +8+0.5% | Added |
| Point72 Middle East FZE | 1,716 | $109.2K | 0.01% | +1,716 | New |
| WJ Interests, LLC | 1,726 | $109.8K | 0.09% | +1,726 | New |
| Bellwether Advisors, LLC | 1,746 | $111.1K | 0.03% | +1,048+150.1% | Added |
| Antonetti Capital Management LLC | 1,750 | $111.3K | 0.15% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,750 | $111.3K | 0.09% | +400+29.6% | Added |
| Crewe Advisors LLC | 1,760 | $112.0K | 0.02% | −1,458−45.3% | Reduced |
| Earnest Partners LLC | 1,777 | $113.0K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 1,800 | $114.0K | 0.07% | −400−18.2% | Reduced |
| Centerpoint Advisors, LLC | 1,785 | $114.0K | 0.05% | −51−2.8% | Reduced |
| Orion Capital Management LLC | 1,812 | $115.3K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,820 | $116.0K | 1.02% | +60+3.4% | Added |
| PSI Advisors, LLC | 1,826 | $116.2K | 0.06% | −46−2.5% | Reduced |
| Perkins Coie Trust Co | 1,840 | $117.0K | 0.04% | −461−20.0% | Reduced |
| Tortoise Investment Management, LLC | 1,879 | $119.5K | 0.02% | +29+1.6% | Added |
| McClarren Financial Advisors, Inc. | 1,894 | $120.0K | 0.11% | +817+75.9% | Added |
| Mizuho Securities Co. Ltd. | 1,890 | $120.2K | 0.33% | −76−3.9% | Reduced |
| Cornerstone Planning Group LLC | 2,034 | $121.5K | 0.05% | +2,034 | New |
| PFG Private Wealth Management, LLC | 1,938 | $123.0K | 0.08% | +23+1.2% | Added |
| Luken Investment Analytics, LLC | 2,000 | $127.2K | 0.08% | +2,000 | New |
| Hallmark Capital Management Inc | 2,004 | $127.5K | 0.01% | −1,608−44.5% | Reduced |
| Lowe Wealth Advisors, LLC | 2,038 | $129.6K | 0.07% | +100+5.2% | Added |
| Johnson Midwest Financial, LLC | 2,046 | $130.0K | 0.48% | +20+1.0% | Added |
| Byrne Asset Management LLC | 2,080 | $132.3K | 0.10% | −700−25.2% | Reduced |
| Tradition Wealth Management, LLC | 2,083 | $133.0K | 0.02% | −5,265−71.7% | Reduced |
| Virtus Investment Advisers, Inc. | 2,108 | $134.1K | 0.09% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,171 | $138.1K | 0.09% | 00.0% | Unchanged |
| HWG Holdings LP | 2,238 | $142.0K | 0.09% | −18−0.8% | Reduced |
| Column Capital Advisors, LLC | 2,257 | $143.6K | 0.02% | −1,408−38.4% | Reduced |
| MB, Levis & Associates, LLC | 2,300 | $146.3K | 0.11% | +2,300 | New |
| Private Ocean, LLC | 2,307 | $146.7K | 0.02% | −2,124−47.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,320 | $147.6K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 22,272 | $151.8K | 0.05% | +2,131+10.6% | Added |
| Country Trust Bank | 2,387 | $151.8K | 0.00% | −657−21.6% | Reduced |
| Seldon Capital LP | 2,389 | $152.0K | 0.13% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 2,389 | $152.0K | 0.05% | +2,389 | New |
| Baker Avenue Asset Management, LP | 2,397 | $152.5K | 0.01% | −2,869−54.5% | Reduced |
| Trifecta Capital Advisors, LLC | 2,411 | $153.4K | 0.06% | +2,411 | New |
| Aua Capital Management, LLC | 2,439 | $155.1K | 0.11% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,466 | $156.8K | 0.03% | +7+0.3% | Added |
| First Community Trust NA | 2,494 | $159.0K | 0.19% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,538 | $161.0K | 0.11% | 00.0% | Unchanged |
| Rise Advisors, LLC | 2,561 | $162.9K | 0.13% | +372+17.0% | Added |
| Atlas Capital Advisors LLC | 2,627 | $167.1K | 0.03% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 2,679 | $170.0K | 0.18% | +167+6.6% | Added |
| Financial Perspectives, Inc | 2,697 | $171.5K | 0.09% | +25+0.9% | Added |
| Clearview Wealth Advisors LLC | 2,709 | $172.4K | 0.13% | +18+0.7% | Added |
| Accel Wealth Management | 2,735 | $174.0K | 0.08% | −261−8.7% | Reduced |
| Hollencrest Capital Management | 2,777 | $176.6K | 0.02% | +2,777 | New |
| GoalVest Advisory LLC | 2,780 | $176.8K | 0.11% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,788 | $177.3K | 0.01% | +182+7.0% | Added |
| Bourgeon Capital Management LLC | 2,805 | $178.4K | 0.04% | +316+12.7% | Added |
| SJS Investment Consulting Inc. | 2,911 | $185.2K | 0.06% | +85+3.0% | Added |
| Lakewood Asset Management LLC | 2,922 | $186.0K | 0.15% | +2,922 | New |
| Ellevest, Inc. | 2,939 | $186.9K | 0.02% | +1,493+103.3% | Added |
| Covestor Ltd | 2,936 | $187.0K | 0.15% | +190+6.9% | Added |
| Resurgent Financial Advisors LLC | 2,956 | $188.0K | 0.10% | +2,956 | New |
| Bellevue Asset Management, LLC | 2,986 | $188.9K | 0.15% | +9+0.3% | Added |
| SRS Capital Advisors, Inc. | 2,972 | $189.1K | 0.03% | +80+2.8% | Added |
| Affiance Financial, LLC | 2,979 | $189.5K | 0.08% | +2,979 | New |
| University of Texas/Texas Am Investment Managment Co | 3,000 | $191.0K | 0.07% | +3,000 | New |
| Acima Private Wealth, LLC | 3,045 | $193.7K | 0.10% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 3,045 | $193.7K | 0.19% | +15+0.5% | Added |
| ML & R Wealth Management LLC | 3,149 | $200.3K | 0.06% | +3,149 | New |
| Peninsula Wealth, LLC | 3,151 | $200.4K | 0.06% | +3,151 | New |
| Santori & Peters | 3,153 | $200.6K | 0.12% | +3,153 | New |
| MBL Wealth, LLC | 3,167 | $201.0K | 0.04% | +3,167 | New |