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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 3,686 | $234.4K | 0.10% | −232−5.9% | Reduced |
| Reston Wealth Management LLC | 3,687 | $234.5K | 0.13% | +54+1.5% | Added |
| CMG Global Holdings, LLC | 3,688 | $234.6K | 0.22% | 00.0% | Unchanged |
| TKG Advisors, LLC | 3,700 | $235.4K | 0.15% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 3,711 | $236.1K | 0.03% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 3,734 | $237.5K | 0.24% | +3,734 | New |
| Lesa Sroufe & Co | 3,737 | $238.0K | 0.26% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,743 | $238.1K | 0.57% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 3,764 | $239.4K | 0.11% | +3,764 | New |
| FFT Wealth Management LLC | 3,769 | $239.7K | 0.03% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 3,780 | $240.5K | 0.07% | +36+1.0% | Added |
| Concord Asset Management, LLC | 3,784 | $240.7K | 0.16% | +3,784 | New |
| CM Wealth Advisors LLC | 3,800 | $241.7K | 0.12% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 3,809 | $242.0K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,806 | $242.1K | 0.24% | +279+7.9% | Added |
| Aspen Wealth Strategies, LLC | 3,809 | $242.3K | 0.19% | +3,809 | New |
| Fca Corp | 3,816 | $242.8K | 0.10% | +3+0.1% | Added |
| Cascade Investment Advisors, Inc. | 3,816 | $242.8K | 0.20% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 3,819 | $242.9K | 0.04% | +231+6.4% | Added |
| Global Assets Advisory, LLC | 3,824 | $243.2K | 0.26% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,833 | $243.8K | 0.16% | 00.0% | Unchanged |
| Sara-Bay Financial | 3,839 | $244.0K | 0.14% | +3,839 | New |
| Trellis Advisors, LLC | 3,838 | $244.1K | 0.13% | −59−1.5% | Reduced |
| Viewpoint Capital Management LLC | 3,845 | $244.6K | 0.24% | +5+0.1% | Added |
| Summit Financial Wealth Advisors, LLC | 3,846 | $244.6K | 0.06% | +357+10.2% | Added |
| Caerus Investment Advisors, LLC | 3,847 | $244.7K | 0.37% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,856 | $245.0K | 0.03% | −4,704−55.0% | Reduced |
| Iron Horse Wealth Management, LLC | 3,854 | $245.0K | 0.13% | +2,973+337.5% | Added |
| Cassady Schiller Wealth Management, LLC | 3,854 | $245.2K | 0.15% | −413−9.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,855 | $245.2K | 0.18% | +3,855 | New |
| Abbot Financial Management, Inc. | 3,856 | $245.3K | 0.17% | +3,856 | New |
| WFA of San Diego, LLC | 3,860 | $245.5K | 0.19% | −300−7.2% | Reduced |
| Ipsen Advisor Group LLC | 3,861 | $245.6K | 0.28% | +3,861 | New |
| Morris Retirement Advisors, LLC | 3,862 | $245.7K | 0.19% | +3,862 | New |
| Wealth Advisors of Iowa, LLC | 3,886 | $247.2K | 0.20% | +3,886 | New |
| BCGM Wealth Management, LLC | 3,887 | $247.2K | 0.12% | +14+0.4% | Added |
| E&G Advisors, LP | 3,898 | $248.0K | 0.09% | −1,040−21.1% | Reduced |
| Citizens Business Bank | 3,900 | $248.1K | 0.06% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 3,914 | $248.9K | 0.22% | −44−1.1% | Reduced |
| NBW Capital LLC | 3,918 | $249.2K | 0.06% | +3,918 | New |
| Chapman Investment Management, LLC | 3,920 | $249.4K | 0.23% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,921 | $249.4K | 0.33% | +3,921 | New |
| Colton Groome Financial Advisors, LLC | 3,940 | $250.6K | 0.12% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,942 | $250.8K | 0.06% | +3,942 | New |
| Manchester Financial Inc | 3,958 | $251.7K | 0.07% | −149−3.6% | Reduced |
| One Capital Management, LLC | 3,963 | $252.1K | 0.01% | −273−6.4% | Reduced |
| AlphaCentric Advisors LLC | 3,963 | $252.1K | 0.25% | +828+26.4% | Added |
| Baystate Wealth Management LLC | 3,982 | $253.0K | 0.02% | +35+0.9% | Added |
| Financial Advisors, LLC | 3,978 | $253.0K | 0.07% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,980 | $253.2K | 0.11% | −47−1.2% | Reduced |
| Pin Oak Investment Advisors Inc | 3,987 | $254.0K | 0.31% | −135−3.3% | Reduced |
| McBroom & Associates, LLC | 4,000 | $254.4K | 0.28% | −752−15.8% | Reduced |
| Goodwin Daniel L | 4,000 | $254.4K | 0.13% | +4,000 | New |
| Essential Planning, LLC. | 4,479 | $254.5K | 0.20% | +4,479 | New |
| Winthrop Advisory Group LLC | 4,014 | $255.4K | 0.05% | +80+2.0% | Added |
| Madison Wealth Management | 4,027 | $256.2K | 0.06% | −279−6.5% | Reduced |
| McLean Asset Management Corp | 4,033 | $256.5K | 0.09% | +301+8.1% | Added |
| Willner & Heller, LLC | 4,036 | $256.7K | 0.36% | +266+7.1% | Added |
| Aufman Associates Inc | 4,043 | $257.2K | 0.24% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,045 | $257.3K | 0.11% | +466+13.0% | Added |
| Simon Quick Advisors, LLC | 4,066 | $258.6K | 0.03% | +4,066 | New |
| Vantage Consulting Group Inc | 4,070 | $258.9K | 0.15% | −309−7.1% | Reduced |
| Syntax Advisors, LLC | 4,070 | $258.9K | 0.22% | −309−7.1% | Reduced |
| Cheviot Value Management, LLC | 4,084 | $259.8K | 0.06% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,087 | $260.0K | 0.08% | +4,087 | New |
| Wellspring Financial Advisors, LLC | 4,089 | $260.1K | 0.09% | −138−3.3% | Reduced |
| Diversified Investment Strategies, LLC | 4,090 | $260.2K | 0.20% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $260.8K | 0.19% | −436−9.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 4,101 | $260.8K | 0.15% | +4,101 | New |
| Financial Planning & Information Services, Inc. | 4,111 | $261.5K | 0.06% | +4,111 | New |
| Options Solutions, LLC | 4,122 | $262.2K | 0.37% | 00.0% | Unchanged |
| 626 Financial, LLC | 4,124 | $262.3K | 0.18% | −1,185−22.3% | Reduced |
| Puzo Michael J | 4,125 | $262.4K | 0.09% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 4,125 | $262.4K | 0.24% | −44−1.1% | Reduced |
| Redmont Wealth Advisors LLC | 4,126 | $262.5K | 0.31% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 4,131 | $262.8K | 0.23% | +4,131 | New |
| Northwest Capital Management Inc | 4,145 | $263.7K | 0.14% | 00.0% | Unchanged |
| Truadvice, LLC | 4,276 | $263.7K | 0.14% | +4,276 | New |
| Bell Investment Advisors, Inc | 4,149 | $263.9K | 0.07% | +409+10.9% | Added |
| Resonant Capital Advisors, LLC | 4,156 | $264.4K | 0.03% | +4,156 | New |
| MBE Wealth Management, LLC | 4,170 | $265.2K | 0.17% | −104−2.4% | Reduced |
| Interchange Capital Partners, LLC | 4,172 | $265.4K | 0.27% | −2,394−36.5% | Reduced |
| McRae Capital Management Inc | 4,173 | $265.4K | 0.08% | +160+4.0% | Added |
| Arlington Partners LLC | 4,183 | $266.1K | 0.04% | +230+5.8% | Added |
| Collective Family Office LLC | 4,191 | $266.6K | 0.12% | −465−10.0% | Reduced |
| Baugh & Associates, LLC | 4,193 | $267.0K | 0.17% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 4,204 | $267.4K | 0.12% | +138+3.4% | Added |
| Paul Damon & Associates, Inc. | 4,208 | $267.6K | 0.22% | +4,208 | New |
| DGS Capital Management, LLC | 4,212 | $267.9K | 0.18% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 4,215 | $268.1K | 0.12% | +4,215 | New |
| Bensler, LLC | 4,222 | $268.6K | 0.06% | +90+2.2% | Added |
| DeDora Capital, Inc. | 4,225 | $268.8K | 0.13% | −71−1.7% | Reduced |
| Carderock Capital Management Inc | 4,225 | $269.0K | 0.11% | −288−6.4% | Reduced |
| Well Done, LLC | 4,233 | $269.3K | 0.06% | +258+6.5% | Added |
| SOL Capital Management CO | 4,239 | $269.6K | 0.05% | 00.0% | Unchanged |
| Palladiem, LLC | 4,244 | $270.0K | 0.28% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 4,255 | $271.0K | 0.12% | +10+0.2% | Added |
| BancFirst Trust & Investment Management | 4,233 | $271.0K | 0.16% | +33+0.8% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,261 | $271.0K | 0.08% | −218−4.9% | Reduced |
| Cook Wealth Management Group LLC | 4,262 | $271.1K | 0.26% | 00.0% | Unchanged |