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 |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 5,814 | $370.0K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 5,823 | $370.4K | 0.09% | −120−2.0% | Reduced |
| Beacon Capital Management, LLC | 5,828 | $370.7K | 0.13% | +1,029+21.4% | Added |
| SG Americas Securities, LLC | 5,836 | $371.0K | 0.01% | −146,592−96.2% | Reduced |
| Hyperion Partners, LLC | 5,834 | $371.1K | 0.35% | +5,834 | New |
| HF Advisory Group, LLC | 5,843 | $371.7K | 0.38% | +5,843 | New |
| RKL Wealth Management LLC | 5,849 | $372.1K | 0.05% | +148+2.6% | Added |
| WealthBridge Capital Management, LLC | 5,850 | $372.1K | 0.16% | +664+12.8% | Added |
| BTC Capital Management, Inc. | 5,865 | $373.1K | 0.04% | +510+9.5% | Added |
| Berkshire Bank | 5,867 | $373.2K | 0.11% | −1,200−17.0% | Reduced |
| Brogan Financial, Inc. | 5,908 | $375.8K | 0.34% | +5,908 | New |
| Kaydan Wealth Management, Inc. | 5,913 | $376.1K | 0.15% | 00.0% | Unchanged |
| McAdam, LLC | 6,368 | $377.0K | 0.04% | +115+1.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 5,924 | $377.0K | 0.01% | +611+11.5% | Added |
| Wayfinding Financial, LLC | 6,346 | $378.0K | 0.30% | +159+2.6% | Added |
| Wrapmanager Inc | 5,938 | $378.0K | 0.12% | +404+7.3% | Added |
| TriaGen Wealth Management LLC | 5,943 | $378.1K | 0.21% | +98+1.7% | Added |
| Guardian Capital LP | 5,947 | $378.3K | 0.01% | −2,213−27.1% | Reduced |
| Cassia Capital Partners, LLC | 5,951 | $378.5K | 0.31% | +5,951 | New |
| Pring Turner Capital Group Inc | 5,953 | $378.7K | 0.41% | −365−5.8% | Reduced |
| Larson Financial Group LLC | 5,964 | $379.4K | 0.05% | +120+2.1% | Added |
| Cary Street Partners Asset Management LLC | 5,972 | $379.9K | 0.08% | −183−3.0% | Reduced |
| Camden Capital, LLC | 5,973 | $380.0K | 0.06% | +340+6.0% | Added |
| Tower View Investment Management & Research LLC | 5,969 | $380.0K | 0.27% | −642−9.7% | Reduced |
| Unique Wealth, LLC | 5,983 | $380.6K | 0.20% | +5,983 | New |
| Cornerstone Capital, Inc. | 6,000 | $381.7K | 0.05% | −500−7.7% | Reduced |
| Schmidt P J Investment Management Inc | 6,002 | $381.8K | 0.09% | 00.0% | Unchanged |
| Gibson Capital, LLC | 6,038 | $384.1K | 0.11% | −552−8.4% | Reduced |
| Congress Asset Management Co | 6,079 | $386.7K | 0.00% | +29+0.5% | Added |
| Roof Eidam & Maycock | 6,096 | $387.8K | 0.14% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 6,114 | $388.9K | 0.11% | +271+4.6% | Added |
| Wescott Financial Advisory Group, LLC | 6,122 | $389.4K | 0.08% | +48+0.8% | Added |
| Cullen Capital Management LLC | 6,149 | $391.1K | 0.01% | −1,390−18.4% | Reduced |
| Chiron Capital Management, LLC | 6,207 | $394.9K | 0.27% | −320−4.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 6,211 | $395.1K | 0.06% | +28+0.5% | Added |
| Insight Folios Inc | 6,217 | $395.5K | 0.18% | +214+3.6% | Added |
| True North Advisors, LLC | 6,218 | $395.5K | 0.13% | +6+0.1% | Added |
| Lane & Associates LLC | 6,220 | $395.7K | 0.37% | +6,220 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 6,237 | $396.7K | 0.29% | +79+1.3% | Added |
| Monticello Wealth Management, LLC | 6,277 | $399.3K | 0.04% | +165+2.7% | Added |
| Univest Financial Corp | 6,282 | $399.6K | 0.13% | 00.0% | Unchanged |
| West Oak Capital, LLC | 6,292 | $400.0K | 0.21% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 6,294 | $400.4K | 0.31% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 6,306 | $401.0K | 0.06% | +6,306 | New |
| Marotta Asset Management | 6,305 | $401.1K | 0.10% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 6,317 | $402.0K | 0.15% | −60−0.9% | Reduced |
| Lantz Financial LLC | 6,321 | $402.1K | 0.18% | +10+0.2% | Added |
| Investors Research Corp | 6,324 | $402.3K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 6,325 | $402.3K | 0.17% | +614+10.8% | Added |
| Wallace Advisory Group, LLC | 6,348 | $403.8K | 0.32% | +6,348 | New |
| Johnson Bixby & Associates, LLC | 6,355 | $404.2K | 0.09% | +20+0.3% | Added |
| Charter Oak Capital Management, LLC | 6,359 | $404.5K | 0.06% | +405+6.8% | Added |
| Peoples Bank | 6,378 | $405.7K | 0.26% | −50−0.8% | Reduced |
| Vista Wealth Management Group, LLC | 6,386 | $406.2K | 0.05% | +6,386 | New |
| Horizon Wealth Management, LLC | 6,409 | $407.7K | 0.33% | +734+12.9% | Added |
| Klingman & Associates, LLC | 6,412 | $407.9K | 0.04% | −94−1.4% | Reduced |
| Financial Management Professionals, Inc. | 6,411 | $408.0K | 0.08% | +811+14.5% | Added |
| Prentice Wealth Management LLC | 6,420 | $408.4K | 0.21% | +586+10.0% | Added |
| Hamilton Point Investment Advisors, LLC | 6,468 | $411.4K | 0.11% | −353−5.2% | Reduced |
| Lee Financial Co | 6,499 | $413.4K | 0.07% | +5+0.1% | Added |
| Sterneck Capital Management, LLC | 6,505 | $413.8K | 0.27% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,505 | $413.8K | 0.29% | +824+14.5% | Added |
| KC Investment Advisors, LLC | 6,505 | $414.0K | 0.39% | −2,812−30.2% | Reduced |
| Advisory Alpha, LLC | 6,509 | $414.1K | 0.03% | −551−7.8% | Reduced |
| Rede Wealth, LLC | 6,517 | $414.5K | 0.22% | +30.0% | Added |
| Granite Investment Partners, LLC | 6,529 | $415.3K | 0.02% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 6,538 | $415.9K | 0.09% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 6,540 | $416.0K | 0.24% | −269−4.0% | Reduced |
| Beacon Financial Strategies CORP | 6,556 | $417.0K | 0.38% | −145−2.2% | Reduced |
| Seven Springs Wealth Group, LLC | 6,572 | $418.0K | 0.20% | −1,068−14.0% | Reduced |
| Insight Advisors, LLC | 6,641 | $418.5K | 0.15% | +416+6.7% | Added |
| Websterrogers Financial Advisors, LLC | 6,581 | $418.6K | 0.20% | +4+0.1% | Added |
| Fernwood Investment Management, LLC | 6,584 | $418.8K | 0.17% | −412−5.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,589 | $419.1K | 0.02% | −108−1.6% | Reduced |
| Mezzasalma Advisors, LLC | 6,589 | $419.1K | 0.37% | −868−11.6% | Reduced |
| Cable Hill Partners, LLC | 6,592 | $419.3K | 0.08% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,597 | $419.7K | 0.17% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 6,633 | $421.9K | 0.06% | +6,633 | New |
| Endurance Wealth Management, Inc. | 6,631 | $422.0K | 0.06% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6,643 | $422.6K | 0.21% | +226+3.5% | Added |
| Virginia Wealth Management Group, Inc. | 6,650 | $423.0K | 0.29% | +500+8.1% | Added |
| Ascent Wealth Partners, LLC | 6,659 | $423.6K | 0.09% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 6,684 | $425.0K | 0.24% | +21+0.3% | Added |
| Breakwater Capital Group | 6,690 | $425.6K | 0.22% | +6,690 | New |
| Fort Pitt Capital Group, LLC | 6,726 | $427.8K | 0.02% | +4+0.1% | Added |
| Westshore Wealth, LLC | 6,750 | $429.3K | 0.24% | +6,750 | New |
| Oak Asset Management, LLC | 6,750 | $429.4K | 0.19% | −19−0.3% | Reduced |
| MainStreet Investment Advisors LLC | 6,772 | $430.8K | 0.05% | −5,906−46.6% | Reduced |
| Vicus Capital | 6,783 | $431.5K | 0.05% | −9,476−58.3% | Reduced |
| SignalPoint Asset Management, LLC | 6,786 | $432.0K | 0.15% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 6,802 | $432.7K | 0.25% | −125−1.8% | Reduced |
| Fulcrum Capital LLC | 6,804 | $432.8K | 0.13% | +6,804 | New |
| Sand Hill Global Advisors, LLC | 6,805 | $432.9K | 0.02% | +6,805 | New |
| TD Capital Management LLC | 6,821 | $433.9K | 0.06% | +241+3.7% | Added |
| Kelly Lawrence W & Associates Inc | 6,830 | $434.5K | 0.12% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 6,843 | $435.3K | 0.14% | +22+0.3% | Added |
| Prentiss Smith & Co Inc | 6,877 | $437.4K | 0.40% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 6,897 | $438.7K | 1.31% | +6,897 | New |
| Trust Co | 6,898 | $439.0K | 0.07% | −298−4.1% | Reduced |
| Davis Investment Partners, LLC | 7,257 | $439.8K | 0.22% | +7,257 | New |