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 |
|---|---|---|---|---|---|
| Howard Financial Services, Ltd. | 4,969 | $316.1K | 0.08% | −35−0.7% | Reduced |
| Element Wealth, LLC | 4,971 | $316.2K | 0.26% | −225−4.3% | Reduced |
| Fortune 45 LLC | 4,980 | $316.8K | 0.35% | +68+1.4% | Added |
| NCM Capital Management, LLC | 4,983 | $317.0K | 0.21% | −50−1.0% | Reduced |
| General Partner, Inc. | 4,985 | $317.1K | 0.29% | +4,985 | New |
| Westover Capital Advisors, LLC | 4,991 | $317.5K | 0.13% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 4,994 | $317.7K | 0.07% | +194+4.0% | Added |
| Stanley-Laman Group, Ltd. | 5,000 | $318.1K | 0.06% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 5,000 | $318.1K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,002 | $318.2K | 0.11% | 00.0% | Unchanged |
| Private Capital Management LLC | 5,003 | $318.2K | 0.11% | −5,360−51.7% | Reduced |
| Twin Focus Capital Partners, LLC | 5,013 | $318.9K | 0.07% | −192−3.7% | Reduced |
| Wells Trecaso Financial Group, LLC | 5,026 | $319.7K | 0.16% | −135−2.6% | Reduced |
| Noesis Capital Mangement Corp | 5,041 | $321.0K | 0.09% | −656−11.5% | Reduced |
| Next Level Private LLC | 5,134 | $321.4K | 0.24% | +30+0.6% | Added |
| Piscataqua Savings Bank | 5,068 | $322.4K | 0.27% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5,068 | $322.4K | 0.16% | +5,068 | New |
| Paulson Wealth Management Inc. | 5,076 | $322.9K | 0.16% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 5,078 | $323.0K | 0.09% | −57−1.1% | Reduced |
| Adamsbrown Wealth Consultants LLC | 5,088 | $323.6K | 0.20% | +264+5.5% | Added |
| Landaas & Co | 5,113 | $325.0K | 0.18% | −100−1.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,116 | $325.4K | 0.14% | +5,116 | New |
| Provence Wealth Management Group | 5,118 | $325.6K | 0.27% | +5,118 | New |
| Greenwood Gearhart Inc | 5,124 | $325.9K | 0.05% | −100−1.9% | Reduced |
| Total Investment Management Inc | 5,127 | $326.1K | 0.08% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 5,151 | $327.7K | 0.12% | +5,151 | New |
| Bill Few Associates, Inc. | 5,156 | $328.0K | 0.19% | −25−0.5% | Reduced |
| Private Management Group Inc | 5,159 | $328.2K | 0.01% | +266+5.4% | Added |
| Investmark Advisory Group LLC | 5,160 | $328.2K | 0.24% | +265+5.4% | Added |
| Liberty Capital Management, Inc. | 5,164 | $328.5K | 0.11% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 5,172 | $329.0K | 0.34% | +230+4.7% | Added |
| Quantum Financial Advisors, LLC | 5,173 | $329.1K | 0.15% | +555+12.0% | Added |
| Schear Investment Advisers, LLC | 5,176 | $329.2K | 0.41% | +5,176 | New |
| Spears Abacus Advisors LLC | 5,180 | $329.5K | 0.03% | +120+2.4% | Added |
| 3Chopt Investment Partners, LLC | 5,180 | $329.5K | 0.18% | +5,180 | New |
| Insight 2811, Inc. | 5,189 | $330.0K | 0.20% | +1,558+42.9% | Added |
| TruWealth Advisors, LLC | 5,193 | $330.3K | 0.03% | +1,030+24.7% | Added |
| Silvant Capital Management LLC | 5,209 | $331.3K | 0.02% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 5,224 | $332.3K | 0.18% | −24−0.5% | Reduced |
| Keebeck Wealth Management, LLC | 5,231 | $332.7K | 0.06% | +79+1.5% | Added |
| Paloma Partners Management Co | 5,238 | $333.2K | 0.07% | +5,238 | New |
| Red Wave Investments LLC | 5,246 | $333.7K | 0.14% | −1,881−26.4% | Reduced |
| Okabena Investment Services Inc | 5,250 | $334.0K | 0.24% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5,252 | $334.1K | 0.02% | −655−11.1% | Reduced |
| Tillman Hartley LLC | 5,275 | $335.5K | 0.14% | +5,275 | New |
| Optas, LLC | 5,287 | $336.3K | 0.14% | +88+1.7% | Added |
| Krilogy Financial LLC | 5,289 | $336.4K | 0.03% | +347+7.0% | Added |
| Amarillo National Bank | 5,294 | $336.8K | 0.08% | −174−3.2% | Reduced |
| All Terrain Financial Advisors, LLC | 5,300 | $337.1K | 0.17% | −2,600−32.9% | Reduced |
| Becker Capital Management Inc | 5,307 | $337.6K | 0.02% | −398−7.0% | Reduced |
| Miller Investment Management, LP | 5,310 | $337.8K | 0.06% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5,316 | $338.2K | 0.29% | +5,316 | New |
| Valley National Advisers Inc | 5,472 | $339.0K | 0.06% | +60+1.1% | Added |
| Sippican Capital Advisors | 5,347 | $340.0K | 0.33% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 5,350 | $340.3K | 0.33% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5,354 | $340.6K | 0.08% | −20.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 5,374 | $341.8K | 0.19% | −781−12.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,378 | $342.1K | 0.10% | −3−0.1% | Reduced |
| Ade, LLC | 5,388 | $342.7K | 0.26% | +84+1.6% | Added |
| Vision Capital Management, Inc. | 5,388 | $342.7K | 0.07% | +100+1.9% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,394 | $343.0K | 0.39% | +34+0.6% | Added |
| Old Second National Bank of Aurora | 5,405 | $343.8K | 0.10% | +1,600+42.0% | Added |
| Zuckerman Investment Group, LLC | 5,415 | $344.4K | 0.05% | −450−7.7% | Reduced |
| Selective Wealth Management, Inc. | 5,755 | $345.8K | 0.18% | −3,788−39.7% | Reduced |
| Rock Creek Group, LP | 5,440 | $346.0K | 0.04% | −298−5.2% | Reduced |
| Verus Financial Partners, Inc. | 5,653 | $346.7K | 0.05% | −550−8.9% | Reduced |
| Indiana Trust & Investment Management CO | 5,450 | $347.0K | 0.20% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 5,470 | $348.0K | 0.27% | +278+5.4% | Added |
| SAM Advisors, LLC | 5,474 | $348.0K | 0.15% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 5,479 | $349.0K | 0.23% | +5,479 | New |
| Reuter James Wealth Management, LLC | 5,490 | $349.2K | 0.25% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 5,500 | $349.9K | 0.23% | +400+7.8% | Added |
| First Citizens Financial Corp | 5,505 | $350.0K | 0.30% | 00.0% | Unchanged |
| SL Advisors, LLC | 5,532 | $351.9K | 0.78% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 5,539 | $352.4K | 0.03% | +66+1.2% | Added |
| Acrisure Capital Management, LLC | 5,555 | $353.4K | 0.39% | +5,555 | New |
| Better Money Decisions, LLC | 5,567 | $354.1K | 0.31% | +15+0.3% | Added |
| Souders Financial Advisors | 5,570 | $354.3K | 0.08% | −28−0.5% | Reduced |
| TCI Wealth Advisors, Inc. | 5,579 | $354.9K | 0.05% | +196+3.6% | Added |
| Hazlett, Burt & Watson, Inc. | 5,559 | $355.0K | 0.31% | +11+0.2% | Added |
| One + One Wealth Management, LLC | 5,582 | $355.1K | 0.25% | 00.0% | Unchanged |
| Barings LLC | 5,592 | $355.7K | 0.01% | −741−11.7% | Reduced |
| Carmel Capital Partners, LLC | 5,599 | $356.2K | 0.25% | +1,119+25.0% | Added |
| Financial Advisors Network, Inc. | 5,602 | $356.4K | 0.09% | +1,365+32.2% | Added |
| Wealth Management Associates, Inc. | 5,612 | $357.0K | 0.24% | −332−5.6% | Reduced |
| Adalta Capital Management LLC | 5,625 | $358.0K | 0.25% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 5,629 | $358.0K | 0.28% | −25−0.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 5,642 | $358.9K | 0.11% | +400+7.6% | Added |
| Campbell Newman Asset Management Inc | 5,656 | $359.8K | 0.04% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 5,724 | $359.9K | 0.40% | −1,334−18.9% | Reduced |
| West Michigan Advisors, LLC | 5,687 | $361.8K | 0.26% | −97−1.7% | Reduced |
| Crew Capital Management, Ltd. | 5,693 | $362.1K | 0.52% | −33−0.6% | Reduced |
| Gladius Capital Management LP | 5,699 | $362.5K | 0.11% | −47,801−89.3% | Reduced |
| Objective Capital Management, LLC | 5,720 | $363.8K | 0.36% | +462+8.8% | Added |
| New England Capital Financial Advisors LLC | 6,059 | $364.0K | 0.26% | +6,059 | New |
| Northwest Investment Counselors, LLC | 5,747 | $365.6K | 0.11% | +1,252+27.9% | Added |
| Contravisory Investment Management, Inc. | 5,756 | $366.1K | 0.10% | +850+17.3% | Added |
| Security Asset Management | 5,777 | $367.5K | 0.20% | +2,180+60.6% | Added |
| MayTech Global Investments, LLC | 5,790 | $368.3K | 0.12% | 00.0% | Unchanged |
| Platform Technology Partners | 5,798 | $368.8K | 0.19% | −11−0.2% | Reduced |