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 |
|---|---|---|---|---|---|
| Altus Wealth Group LLC | 3,186 | $202.6K | 0.15% | +3,186 | New |
| Palisades Hudson Asset Management, L.P. | 3,185 | $203.0K | 0.11% | +3,185 | New |
| Princeton Capital Management LLC | 3,198 | $203.4K | 0.09% | +3,198 | New |
| Bouchey Financial Group Ltd | 3,198 | $203.4K | 0.03% | +3,198 | New |
| Institutional & Family Asset Management, LLC | 3,199 | $203.5K | 0.03% | +954+42.5% | Added |
| Punch & Associates Investment Management, Inc. | 3,200 | $203.6K | 0.01% | +3,200 | New |
| Unio Capital LLC | 3,200 | $203.6K | 0.11% | +3,200 | New |
| Navis Wealth Advisors, LLC | 3,201 | $203.6K | 0.29% | +3,201 | New |
| Gibraltar Capital Management, Inc. | 3,210 | $204.2K | 0.10% | +3,210 | New |
| Oak Ridge Investments LLC | 3,213 | $204.4K | 0.03% | +3,213 | New |
| JSF Financial, LLC | 3,216 | $204.6K | 0.08% | +3,216 | New |
| Patton Fund Management, Inc. | 3,226 | $205.0K | 0.06% | +3,226 | New |
| Fairview Capital Investment Management, LLC | 3,234 | $205.7K | 0.01% | +3,234 | New |
| Evanson Asset Management, LLC | 3,235 | $205.8K | 0.02% | −866−21.1% | Reduced |
| Solstein Capital, LLC | 3,235 | $205.8K | 0.17% | +82+2.6% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,237 | $205.9K | 0.20% | +3,237 | New |
| Primoris Wealth Advisors, LLC | 3,238 | $205.9K | 0.32% | +3,238 | New |
| Charles Schwab Investment Advisory, Inc. | 3,247 | $206.5K | 0.00% | −408−11.2% | Reduced |
| Wealth Effects LLC | 3,250 | $206.7K | 0.12% | −393−10.8% | Reduced |
| Truvestments Capital LLC | 3,255 | $207.1K | 0.12% | +875+36.8% | Added |
| Etesian Wealth Advisors, Inc. | 3,257 | $207.2K | 0.15% | +3,257 | New |
| FSM Wealth Advisors, LLC | 3,259 | $207.3K | 0.15% | +3,259 | New |
| Engrave Wealth Partners LLC | 3,486 | $208.5K | 0.07% | +3,486 | New |
| Marietta Wealth Management, LLC | 3,278 | $208.5K | 0.05% | +3,278 | New |
| Resource Consulting Group Inc | 3,284 | $208.9K | 0.05% | −820−20.0% | Reduced |
| Schubert & Co | 3,293 | $209.5K | 0.19% | −66−2.0% | Reduced |
| Kathmere Capital Management, LLC | 3,307 | $210.4K | 0.04% | +3,307 | New |
| Artisan Partners Limited Partnership | 3,314 | $210.8K | 0.00% | +3,314 | New |
| Paragon Private Wealth Management, LLC | 3,317 | $211.0K | 0.19% | +3,317 | New |
| Strategic Point Investment Advisors, LLC | 3,310 | $211.0K | 0.05% | +3,310 | New |
| EWG Elevate Inc. | 3,328 | $211.7K | 0.11% | +3,328 | New |
| Private Asset Management Inc | 3,335 | $212.0K | 0.04% | −350−9.5% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $212.0K | 0.02% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 3,339 | $212.4K | 0.17% | +3,339 | New |
| Capital Market Strategies LLC | 3,342 | $212.6K | 0.23% | +3,342 | New |
| Investment Advisory Group, LLC | 3,343 | $212.6K | 0.13% | +3,343 | New |
| Aj Wealth Strategies, LLC | 3,355 | $213.0K | 0.01% | +3,355 | New |
| SlateStone Wealth, LLC | 3,360 | $213.7K | 0.05% | +3,360 | New |
| Phillips Financial Management, LLC | 3,363 | $213.9K | 0.02% | +3,363 | New |
| Canton Hathaway, LLC | 3,370 | $214.0K | 0.07% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3,346 | $214.0K | 0.07% | −18−0.5% | Reduced |
| Mascoma Wealth Management LLC | 3,366 | $214.1K | 0.07% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 3,377 | $214.8K | 0.14% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 3,387 | $215.4K | 0.20% | +3,387 | New |
| Cornerstone Advisory, LLC | 3,388 | $215.5K | 0.04% | −1,546−31.3% | Reduced |
| Castleark Management LLC | 3,397 | $216.1K | 0.01% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 3,397 | $216.1K | 0.09% | +3,397 | New |
| Farther Finance Advisors, LLC | 3,398 | $216.1K | 0.08% | +3,398 | New |
| PBMares Wealth Management LLC | 3,399 | $216.2K | 0.09% | +3,399 | New |
| Baker Ellis Asset Management LLC | 3,400 | $216.3K | 0.04% | +3,400 | New |
| Act Wealth Management, LLC | 3,409 | $216.8K | 0.14% | +3,409 | New |
| Weaver Consulting Group | 3,411 | $217.0K | 0.11% | +3,411 | New |
| Genesee Capital Advisors, LLC | 3,412 | $217.0K | 0.16% | +3,412 | New |
| Ten Capital Wealth Advisors, LLC | 3,422 | $217.7K | 0.09% | −352−9.3% | Reduced |
| Independent Wealth Network Inc. | 3,429 | $218.1K | 0.15% | +3,429 | New |
| Peterson Financial Group, Inc. | 3,431 | $218.3K | 0.29% | +3,431 | New |
| Brown Miller Wealth Management, LLC | 3,439 | $218.8K | 0.14% | +3,439 | New |
| Zevin Asset Management LLC | 3,440 | $219.0K | 0.05% | +3,440 | New |
| Redwood Investment Management, LLC | 3,440 | $219.0K | 0.03% | +3,440 | New |
| Lifestyle Asset Management, Inc. | 3,459 | $220.0K | 0.18% | +3,459 | New |
| Long Run Wealth Advisors, LLC | 3,470 | $220.7K | 0.08% | −312−8.2% | Reduced |
| White Pine Capital LLC | 3,470 | $220.7K | 0.09% | +3,470 | New |
| Merriman Wealth Management, LLC | 3,480 | $221.4K | 0.01% | −97−2.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 3,483 | $221.5K | 0.08% | +3,483 | New |
| Greenwich Wealth Management LLC | 3,491 | $222.0K | 0.02% | +3,491 | New |
| Royal Harbor Partners, LLC | 3,491 | $222.1K | 0.14% | +3,491 | New |
| Youngs Advisory Group, Inc. | 3,494 | $222.3K | 0.13% | +3,494 | New |
| Chelsea Counsel Co | 3,500 | $222.6K | 0.11% | +3,500 | New |
| Sageworth Trust Co | 3,512 | $223.0K | 0.02% | +66+1.9% | Added |
| Gemmer Asset Management LLC | 3,511 | $223.3K | 0.04% | +3,511 | New |
| Integrated Investment Consultants, LLC | 3,516 | $223.7K | 0.08% | +3,516 | New |
| PFS Partners, LLC | 3,526 | $224.3K | 0.24% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,527 | $224.3K | 0.15% | +3,527 | New |
| Dentgroup LLC | 3,534 | $224.8K | 0.19% | +3,534 | New |
| Platt Investment Counsel, LLC | 3,535 | $224.9K | 0.32% | −378−9.7% | Reduced |
| Parkside Advisors LLC | 3,550 | $225.8K | 0.08% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 3,554 | $226.1K | 0.18% | +3,554 | New |
| Executive Wealth Management, LLC | 3,555 | $226.1K | 0.03% | +3,555 | New |
| Financial Engines Advisors L.L.C. | 3,568 | $227.0K | 0.00% | −2,291−39.1% | Reduced |
| Tandem Investment Advisors, Inc. | 3,575 | $227.0K | 0.01% | −738−17.1% | Reduced |
| Rock Point Advisors, LLC | 3,576 | $227.0K | 0.08% | −34−0.9% | Reduced |
| Barber Financial Group, Inc. | 3,589 | $228.3K | 0.06% | +3,589 | New |
| Private Wealth Strategies, L.L.C. | 3,592 | $228.5K | 0.06% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 3,604 | $229.0K | 0.06% | +3,604 | New |
| Walker Asset Management, LLC | 3,609 | $229.6K | 0.20% | +4+0.1% | Added |
| First Bank & Trust | 3,627 | $230.0K | 0.06% | −260−6.7% | Reduced |
| FLC Capital Advisors | 3,625 | $230.6K | 0.07% | −946−20.7% | Reduced |
| Jump Financial, LLC | 3,635 | $231.2K | 0.01% | −90,565−96.1% | Reduced |
| Kelman-Lazarov, Inc. | 3,637 | $231.3K | 0.07% | +37+1.0% | Added |
| Eldridge Investment Advisors, Inc. | 3,647 | $232.0K | 0.08% | +4+0.1% | Added |
| Invst, LLC | 3,785 | $232.1K | 0.04% | −219−5.5% | Reduced |
| Hourglass Capital, LLC | 3,649 | $232.1K | 0.08% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,651 | $232.2K | 0.04% | −53−1.4% | Reduced |
| Amussen Hunsaker Associates LLC | 3,659 | $232.7K | 0.06% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 3,663 | $233.0K | 0.15% | +3,663 | New |
| New Jersey Better Educational Savings Trust | 3,666 | $233.2K | 0.69% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 3,667 | $233.2K | 0.09% | +3,667 | New |
| Oxbow Advisors, LLC | 3,675 | $233.8K | 0.04% | −356−8.8% | Reduced |
| New Republic Capital, LLC | 3,675 | $233.8K | 0.18% | +3,675 | New |
| Compass Financial Group, INC | 3,674 | $234.0K | 0.08% | +3,674 | New |