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 |
|---|---|---|---|---|---|
| Northside Capital Management, LLC | 6,922 | $440.3K | 0.13% | +3,087+80.5% | Added |
| Centennial Bank | 6,936 | $441.2K | 0.25% | +6,936 | New |
| Baltimore-Washington Financial Advisors, Inc. | 6,949 | $442.0K | 0.04% | −32−0.5% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,959 | $442.7K | 0.02% | +6,959 | New |
| Brown, Lisle/Cummings, Inc. | 6,967 | $443.2K | 0.24% | +152+2.2% | Added |
| Rosenberg Matthew Hamilton | 6,975 | $443.7K | 0.15% | +23+0.3% | Added |
| Seelaus Asset Management LLC | 6,986 | $444.0K | 0.33% | −195−2.7% | Reduced |
| Whalerock Point Partners, LLC | 6,983 | $444.2K | 0.18% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6,984 | $444.3K | 0.04% | −902−11.4% | Reduced |
| Summit Wealth Partners, LLC | 6,985 | $444.3K | 0.12% | −87−1.2% | Reduced |
| Fort, L.P. | 7,015 | $446.2K | 0.67% | −1,895−21.3% | Reduced |
| Eqis Capital Management, Inc. | 7,040 | $447.8K | 0.05% | −4,222−37.5% | Reduced |
| ASB Consultores, LLC | 7,071 | $449.8K | 0.19% | +74+1.1% | Added |
| Girard Partners Ltd. | 7,071 | $449.8K | 0.05% | +3,228+84.0% | Added |
| Provident Wealth Management, LLC | 7,086 | $450.7K | 0.26% | −8−0.1% | Reduced |
| KWMG, LLC | 7,098 | $451.5K | 0.06% | +481+7.3% | Added |
| Foster Victor Wealth Advisors, LLC | 7,161 | $454.0K | 0.06% | +718+11.1% | Added |
| Financial Advisory Group | 7,146 | $455.0K | 0.10% | 00.0% | Unchanged |
| Abner Herrman & Brock LLC | 7,152 | $455.0K | 0.07% | +220+3.2% | Added |
| Global Financial Private Client, LLC | 7,157 | $455.3K | 0.25% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 7,159 | $455.4K | 0.20% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 7,178 | $456.6K | 0.07% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 7,222 | $459.0K | 0.11% | −534−6.9% | Reduced |
| M. Kraus & Co | 7,217 | $459.1K | 0.17% | +27+0.4% | Added |
| Hoxton Planning & Management, LLC | 7,225 | $459.6K | 0.24% | +7,225 | New |
| Institute for Wealth Management, LLC. | 7,234 | $460.2K | 0.10% | +148+2.1% | Added |
| Norwood Financial Corp | 7,235 | $460.2K | 0.72% | +150+2.1% | Added |
| Wall Street Access Asset Management, LLC | 7,237 | $460.3K | 0.35% | −11,000−60.3% | Reduced |
| Calton & Associates, Inc. | 7,244 | $460.8K | 0.18% | +2,015+38.5% | Added |
| Birinyi Associates Inc | 7,245 | $461.0K | 0.22% | −2,150−22.9% | Reduced |
| Triad Financial Advisors, Inc. | 7,257 | $461.6K | 0.21% | +218+3.1% | Added |
| Ninepoint Partners LP | 7,258 | $462.0K | 0.06% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 7,265 | $462.1K | 0.07% | +275+3.9% | Added |
| Broderick Brian C | 7,280 | $463.1K | 0.14% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 7,304 | $465.0K | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,317 | $465.4K | 0.11% | +156+2.2% | Added |
| Wealth Architects, LLC | 7,324 | $465.9K | 0.09% | −506−6.5% | Reduced |
| Wealth Management Solutions, LLC | 7,333 | $466.0K | 0.24% | +106+1.5% | Added |
| Matthew Goff Investment Advisor, LLC | 7,332 | $466.4K | 0.12% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 7,743 | $466.8K | 0.43% | +7,743 | New |
| Sage Mountain Advisors LLC | 7,350 | $467.5K | 0.11% | +334+4.8% | Added |
| FirstPurpose Wealth LLC | 7,355 | $467.9K | 0.26% | +584+8.6% | Added |
| SRB Corp | 7,346 | $468.0K | 0.03% | +7,346 | New |
| Cascade Investment Group, Inc. | 7,368 | $468.7K | 0.49% | +7,368 | New |
| Missouri Trust & Investment Co | 7,376 | $469.0K | 0.28% | −800−9.8% | Reduced |
| Chapin Davis, Inc. | 7,376 | $469.2K | 0.27% | +7,376 | New |
| ELCO Management Co., LLC | 7,382 | $469.6K | 0.35% | −150−2.0% | Reduced |
| Clarus Group, Inc. | 7,386 | $469.9K | 0.41% | +62+0.8% | Added |
| Capital Square, LLC | 7,394 | $470.3K | 0.43% | −166−2.2% | Reduced |
| FSA Wealth Management LLC | 7,399 | $470.7K | 0.27% | +79+1.1% | Added |
| Ellenbecker Investment Group | 7,405 | $471.0K | 0.14% | +203+2.8% | Added |
| Lockerman Financial Group, Inc. | 7,416 | $471.7K | 1.38% | +104+1.4% | Added |
| Advisor Resource Council | 7,417 | $471.8K | 0.28% | +220+3.1% | Added |
| Montz Harcus Wealth Management LLC | 7,434 | $472.9K | 0.47% | +90+1.2% | Added |
| Wealth Alliance Advisory Group, LLC | 7,443 | $473.4K | 0.18% | −309−4.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 7,459 | $474.0K | 0.08% | +11+0.1% | Added |
| 360 Financial, Inc. | 8,472 | $474.6K | 0.31% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 7,471 | $475.2K | 0.28% | +7,276+3,731.3% | Added |
| Creative Financial Designs Inc | 7,476 | $475.5K | 0.07% | −1,930−20.5% | Reduced |
| Cooper/Haims Advisors, LLC | 7,477 | $476.0K | 0.34% | −86−1.1% | Reduced |
| Sound Income Strategies, LLC | 7,496 | $476.9K | 0.06% | +2,834+60.8% | Added |
| Silver Oak Securities, Inc | 7,506 | $477.0K | 0.09% | −2,261−23.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,499 | $477.0K | 0.41% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 7,535 | $479.0K | 0.04% | −347−4.4% | Reduced |
| Herold Advisors, Inc. | 7,531 | $479.1K | 0.20% | +337+4.7% | Added |
| Ellis Investment Partners, LLC | 7,539 | $479.6K | 0.13% | −325−4.1% | Reduced |
| Cedrus LLC | 7,551 | $480.4K | 0.39% | +963+14.6% | Added |
| Zions Bancorporation, N.A. | 7,588 | $482.7K | 0.04% | −89−1.2% | Reduced |
| Redwood Financial Network Corp | 7,593 | $483.0K | 0.55% | +36+0.5% | Added |
| First National Bank | 7,593 | $483.0K | 0.41% | −533−6.6% | Reduced |
| Hedges Asset Management LLC | 7,600 | $483.4K | 0.43% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,613 | $484.3K | 0.28% | +50+0.7% | Added |
| Amica Retiree Medical Trust | 7,648 | $486.0K | 0.62% | −805−9.5% | Reduced |
| Shufro Rose & Co LLC | 7,643 | $486.2K | 0.04% | −521−6.4% | Reduced |
| Canal Capital Management, LLC | 7,645 | $486.3K | 0.12% | +14+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 7,667 | $487.7K | 0.32% | −145−1.9% | Reduced |
| Cardiff Park Advisors, LLC | 7,673 | $488.1K | 0.07% | −72−0.9% | Reduced |
| Sanders Morris Harris LLC | 7,681 | $488.6K | 0.18% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 7,684 | $488.8K | 0.08% | −17,680−69.7% | Reduced |
| Single Point Partners, LLC | 7,701 | $490.0K | 0.12% | +446+6.1% | Added |
| Integrity Advisory, LLC | 7,710 | $490.4K | 0.45% | +359+4.9% | Added |
| Joule Financial, LLC | 7,716 | $490.8K | 0.33% | −10−0.1% | Reduced |
| Vestor Capital, LLC | 7,736 | $492.0K | 0.06% | +48+0.6% | Added |
| Gould Asset Management LLC | 7,741 | $492.4K | 0.15% | −75−1.0% | Reduced |
| Global Trust Asset Management, LLC | 7,772 | $494.4K | 0.25% | −1,308−14.4% | Reduced |
| Thompson Davis & Co., Inc. | 7,780 | $494.9K | 0.70% | −1,150−12.9% | Reduced |
| Avitas Wealth Management LLC | 7,796 | $495.9K | 0.10% | −40,454−83.8% | Reduced |
| CWA Asset Management Group, LLC | 7,817 | $497.2K | 0.04% | +1,397+21.8% | Added |
| Quent Capital, LLC | 7,825 | $497.8K | 0.09% | +1,583+25.4% | Added |
| Apella Capital, LLC | 7,829 | $498.0K | 0.05% | −1,384−15.0% | Reduced |
| First National Corp | 7,848 | $499.2K | 0.12% | +775+11.0% | Added |
| Morris Financial Concepts, Inc. | 7,849 | $499.3K | 0.40% | −1,575−16.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,858 | $499.8K | 0.20% | +1,471+23.0% | Added |
| Wambolt & Associates, LLC | 7,892 | $502.0K | 0.19% | −530−6.3% | Reduced |
| Diversified, LLC | 7,897 | $502.3K | 0.20% | +1,070+15.7% | Added |
| IMA Wealth, Inc. | 7,900 | $502.5K | 0.13% | 00.0% | Unchanged |
| Spirit of America Management Corp | 7,900 | $502.5K | 0.11% | +500+6.8% | Added |
| ARS Wealth Advisors Group, LLC | 7,913 | $503.3K | 0.08% | −11,971−60.2% | Reduced |
| Aveo Capital Partners, LLC | 7,915 | $503.5K | 0.08% | +119+1.5% | Added |
| Washington Trust Bank | 7,931 | $504.0K | 0.06% | 00.0% | Unchanged |