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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 4,269 | $271.5K | 0.09% | −2,493−36.9% | Reduced |
| Francis Financial, Inc. | 4,269 | $271.6K | 0.25% | +92+2.2% | Added |
| Capital Insight Partners, LLC | 4,272 | $271.7K | 0.07% | +225+5.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,380 | $272.1K | 0.18% | +221+5.3% | Added |
| Bank of Stockton | 4,286 | $273.0K | 0.10% | 00.0% | Unchanged |
| Dillon & Associates Inc | 4,259 | $273.0K | 0.06% | 00.0% | Unchanged |
| Benin Management CORP | 4,297 | $273.3K | 0.11% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 4,300 | $273.5K | 0.08% | −13,200−75.4% | Reduced |
| National Wealth Management Group, LLC | 4,302 | $273.6K | 0.33% | +4,302 | New |
| Brainard Capital Management LLC | 4,313 | $274.3K | 0.23% | +4,313 | New |
| Lewis Capital Management, LLC | 4,323 | $275.0K | 0.42% | +3+0.1% | Added |
| BCJ Capital Management, LLC | 4,332 | $275.6K | 0.03% | +548+14.5% | Added |
| TFC Financial Management | 4,341 | $276.1K | 0.08% | +10.0% | Added |
| Probity Advisors, Inc. | 4,347 | $276.5K | 0.06% | −183−4.0% | Reduced |
| Geller Advisors LLC | 4,356 | $277.1K | 0.05% | +307+7.6% | Added |
| Vahanian & Associates Financial Planning Inc. | 4,362 | $277.5K | 0.91% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 4,368 | $277.8K | 0.15% | −113−2.5% | Reduced |
| Ahrens Investment Partners LLC | 4,369 | $277.9K | 0.13% | −296−6.3% | Reduced |
| Pure Financial Advisors, Inc. | 4,384 | $278.9K | 0.01% | +270+6.6% | Added |
| Total Clarity Wealth Management, Inc. | 4,393 | $279.5K | 0.14% | +639+17.0% | Added |
| Verus Capital Partners, LLC | 4,400 | $279.9K | 0.05% | +51+1.2% | Added |
| US Asset Management LLC | 4,405 | $280.0K | 0.30% | +4,405 | New |
| TCWP LLC | 4,407 | $280.4K | 0.06% | −410−8.5% | Reduced |
| Curi Capital | 4,409 | $280.4K | 0.04% | +4,409 | New |
| Threadgill Financial, LLC | 4,411 | $280.6K | 0.29% | +14+0.3% | Added |
| Source Financial Advisors LLC | 4,416 | $280.9K | 0.11% | +354+8.7% | Added |
| Asset Planning Corporation | 4,420 | $281.2K | 0.23% | −127−2.8% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,433 | $282.0K | 0.08% | +4,433 | New |
| Buckley Wealth Management, LLC | 4,440 | $282.4K | 0.10% | −1,766−28.5% | Reduced |
| Fragasso Group Inc. | 4,444 | $282.7K | 0.03% | +203+4.8% | Added |
| Hall Laurie J Trustee | 4,450 | $283.0K | 0.13% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4,454 | $283.3K | 0.05% | +272+6.5% | Added |
| KRS Capital Management, LLC | 4,456 | $283.4K | 0.39% | +217+5.1% | Added |
| Castle Wealth Management LLC | 4,459 | $283.6K | 0.18% | +108+2.5% | Added |
| JJJ Advisors Inc. | 4,634 | $283.6K | 0.08% | −10−0.2% | Reduced |
| Humankind Investments LLC | 4,464 | $284.0K | 0.12% | +262+6.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,465 | $284.0K | 0.25% | +115+2.6% | Added |
| BDO Wealth Advisors, LLC | 4,468 | $284.2K | 0.04% | −116−2.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,473 | $284.5K | 0.16% | −3,365−42.9% | Reduced |
| Sage Rhino Capital LLC | 4,473 | $284.5K | 0.09% | +83+1.9% | Added |
| Garrett Investment Advisors LLC | 4,476 | $284.7K | 0.05% | −956−17.6% | Reduced |
| West Bancorporation Inc | 4,477 | $284.8K | 0.21% | +507+12.8% | Added |
| Landmark Financial Advisors, LLC | 4,481 | $285.0K | 0.13% | +460+11.4% | Added |
| Alpha Financial Partners, LLC | 4,485 | $285.3K | 0.35% | +4,485 | New |
| Wela Strategies, Inc. | 4,504 | $286.0K | 0.16% | +67+1.5% | Added |
| McIlrath & Eck, LLC | 4,502 | $286.4K | 0.07% | +62+1.4% | Added |
| Axiom Investment Management LLC | 4,502 | $286.4K | 0.75% | +400+9.8% | Added |
| Pathway Financial Advisors LLC | 4,504 | $286.5K | 0.09% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 4,506 | $286.6K | 0.07% | +4,506 | New |
| MKT Advisors LLC | 4,635 | $287.4K | 0.22% | −13−0.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $287.6K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 4,537 | $289.0K | 0.16% | −563−11.0% | Reduced |
| Weybosset Research & Management LLC | 4,544 | $289.0K | 0.11% | 00.0% | Unchanged |
| waypoint wealth counsel | 4,568 | $290.6K | 0.23% | +4,568 | New |
| O'Brien Wealth Partners LLC | 4,571 | $290.8K | 0.12% | +4,571 | New |
| Signet Financial Management, LLC | 4,576 | $291.1K | 0.05% | −593−11.5% | Reduced |
| Gateway Wealth Partners, LLC | 4,578 | $291.2K | 0.05% | +4,578 | New |
| Windsor Group LTD | 4,607 | $292.0K | 0.06% | −22−0.5% | Reduced |
| Latitude Advisors, LLC | 4,591 | $292.1K | 0.22% | −276−5.7% | Reduced |
| Heron Financial Group, LLC | 4,699 | $292.3K | 0.20% | 00.0% | Unchanged |
| Alpha Family Trust | 4,600 | $292.6K | 0.26% | +4,600 | New |
| Financial Insights, Inc. | 4,602 | $292.7K | 0.14% | +362+8.5% | Added |
| Paragon Financial Partners, Inc. | 4,607 | $293.1K | 0.32% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 4,607 | $293.1K | 0.25% | +16+0.3% | Added |
| Studio Investment Management LLC | 4,614 | $293.5K | 0.10% | +167+3.8% | Added |
| NovaPoint Capital, LLC | 4,622 | $294.0K | 0.13% | −3,444−42.7% | Reduced |
| DMG Group, LLC | 4,669 | $294.0K | 0.33% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 4,622 | $294.0K | 0.11% | 00.0% | Unchanged |
| Drake & Associates, LLC | 4,651 | $295.8K | 0.16% | +117+2.6% | Added |
| Keystone Wealth Services, LLC | 4,661 | $296.5K | 0.13% | +415+9.8% | Added |
| Balboa Wealth Partners | 4,674 | $297.3K | 0.13% | +4+0.1% | Added |
| Redmond Asset Management, LLC | 4,684 | $298.0K | 0.11% | +10.0% | Added |
| Security Financial Services, INC. | 4,715 | $299.9K | 0.09% | +20.0% | Added |
| Cravens & Co Advisors, LLC | 4,738 | $301.4K | 0.28% | +4,738 | New |
| Capital Financial Planning, LLC | 4,746 | $301.9K | 0.12% | −138−2.8% | Reduced |
| TSFG, LLC | 4,778 | $304.0K | 0.12% | +450+10.4% | Added |
| VELA Investment Management, LLC | 4,795 | $305.0K | 0.15% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 4,799 | $305.2K | 0.31% | +50+1.1% | Added |
| Watchman Group, Inc. | 4,800 | $305.3K | 0.17% | 00.0% | Unchanged |
| Athena Investment Management | 4,810 | $305.9K | 0.22% | 00.0% | Unchanged |
| Doheny Asset Management | 4,815 | $306.0K | 0.35% | −2,558−34.7% | Reduced |
| Albion Financial Group | 4,819 | $306.5K | 0.03% | −325−6.3% | Reduced |
| First Commonwealth Financial Corp | 4,841 | $307.9K | 0.11% | −23−0.5% | Reduced |
| Monte Financial Group, LLC | 4,848 | $308.4K | 0.16% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,889 | $311.0K | 0.17% | +76+1.6% | Added |
| Family Firm, Inc. | 4,895 | $311.4K | 0.09% | +217+4.6% | Added |
| K.J. Harrison & Partners Inc | 3,617 | $311.6K | 0.06% | −58−1.6% | Reduced |
| Bluefin Capital Management, LLC | 4,900 | $311.7K | 0.05% | +4,900 | New |
| Financial Strategies Group, Inc. | 4,909 | $312.3K | 0.13% | −19−0.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,912 | $312.5K | 0.15% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,912 | $312.5K | 0.07% | +192+4.1% | Added |
| BFSG, LLC | 4,924 | $313.0K | 0.06% | +200+4.2% | Added |
| Foster & Motley Inc | 4,932 | $314.0K | 0.03% | +178+3.7% | Added |
| WMG Financial Advisors, LLC | 4,941 | $314.3K | 0.27% | −145−2.9% | Reduced |
| ForthRight Wealth Management, LLC | 4,944 | $314.5K | 0.16% | −808−14.0% | Reduced |
| Garrison Asset Management, LLC | 4,946 | $314.6K | 0.20% | +5+0.1% | Added |
| CMC Financial Group | 5,140 | $315.2K | 0.51% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 4,960 | $315.5K | 0.31% | +308+6.6% | Added |
| Tranquility Partners, LLC | 4,962 | $315.6K | 0.16% | −140−2.7% | Reduced |
| Acorn Wealth Advisors, LLC | 4,964 | $316.0K | 0.24% | −166−3.2% | Reduced |