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
- 2,884
- +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
- 1,044 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 |
|---|---|---|---|---|---|
| Flynn Zito Capital Management, LLC | 7,926 | $504.2K | 0.42% | −1,503−15.9% | Reduced |
| Investment Management of Virginia LLC | 7,932 | $504.6K | 0.10% | 00.0% | Unchanged |
| Planning Center, Inc. | 7,949 | $505.7K | 0.15% | +815+11.4% | Added |
| Clear Creek Financial Management, LLC | 7,982 | $507.8K | 0.11% | −2,029−20.3% | Reduced |
| Taylor Hoffman Wealth Management | 8,008 | $509.4K | 0.31% | −16,381−67.2% | Reduced |
| Archetype Wealth Partners | 8,021 | $510.0K | 0.13% | +1,882+30.7% | Added |
| Overbrook Management Corp | 8,030 | $510.8K | 0.15% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 8,060 | $512.7K | 0.04% | +1,233+18.1% | Added |
| Magnolia Capital Advisors LLC | 8,093 | $515.0K | 0.34% | +2,208+37.5% | Added |
| Acropolis Investment Management, LLC | 8,123 | $516.7K | 0.05% | +30.0% | Added |
| Glassman Wealth Services | 8,136 | $517.5K | 0.10% | +421+5.5% | Added |
| Harvest Volatility Management LLC | 8,143 | $518.0K | 0.10% | −1,603−16.4% | Reduced |
| SNS Financial Group, LLC | 8,151 | $518.5K | 0.07% | +307+3.9% | Added |
| Addison Advisors LLC | 8,154 | $518.7K | 0.31% | −244−2.9% | Reduced |
| Holistic Financial Partners | 8,192 | $521.1K | 0.47% | −117−1.4% | Reduced |
| Bienville Capital Management, LLC | 8,200 | $521.6K | 0.19% | 00.0% | Unchanged |
| RW Investment Management LLC | 8,201 | $521.7K | 0.21% | +8,201 | New |
| Buckingham Strategic Partners | 8,207 | $522.1K | 0.04% | −47,837−85.4% | Reduced |
| Phillips Wealth Planners LLC | 8,622 | $522.5K | 0.91% | +8,622 | New |
| Navellier & Associates Inc | 8,217 | $522.7K | 0.11% | +845+11.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 8,219 | $522.8K | 0.36% | +108+1.3% | Added |
| Clear Street Markets LLC | 8,264 | $526.0K | 0.11% | +3,020+57.6% | Added |
| Plante Moran Financial Advisors, LLC | 8,269 | $526.0K | 0.08% | +21+0.3% | Added |
| Yarbrough Capital, LLC | 8,300 | $528.0K | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 8,309 | $529.0K | 0.30% | +30.0% | Added |
| RWM Asset Management, LLC | 8,320 | $529.2K | 0.11% | +305+3.8% | Added |
| Annex Advisory Services, LLC | 8,325 | $529.6K | 0.03% | −616−6.9% | Reduced |
| Proficio Capital Partners LLC | 8,341 | $531.2K | 0.10% | −205−2.4% | Reduced |
| Amplius Wealth Advisors, LLC | 8,355 | $531.5K | 0.08% | +2,680+47.2% | Added |
| Family Management Corp | 8,361 | $531.8K | 0.13% | −798−8.7% | Reduced |
| Evermay Wealth Management LLC | 8,371 | $532.5K | 0.11% | −485−5.5% | Reduced |
| Transatlantique Private Wealth LLC | 8,359 | $533.3K | 0.32% | +597+7.7% | Added |
| Blue Barn Wealth, LLC | 8,390 | $533.7K | 0.35% | −283−3.3% | Reduced |
| Nadler Financial Group, Inc. | 8,391 | $533.8K | 0.09% | −115−1.4% | Reduced |
| Paragon Capital Management Ltd | 8,395 | $534.0K | 0.14% | +17+0.2% | Added |
| Retirement Financial Solutions, LLC | 8,396 | $534.1K | 0.45% | +8,396 | New |
| Legacy Wealth Management, LLC | 8,400 | $534.3K | 0.32% | 00.0% | Unchanged |
| S.A. Mason LLC | 8,423 | $535.8K | 0.40% | +15+0.2% | Added |
| Security National Bank | 8,437 | $536.7K | 0.14% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 8,711 | $537.3K | 0.59% | +8,711 | New |
| SOA Wealth Advisors, LLC. | 8,461 | $538.2K | 0.14% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 8,464 | $538.4K | 0.15% | +30+0.4% | Added |
| Round Rock Advisors, LLC | 8,491 | $540.1K | 0.22% | −915−9.7% | Reduced |
| Terril Brothers, Inc. | 8,511 | $541.4K | 0.27% | +743+9.6% | Added |
| Elgethun Capital Management | 8,672 | $541.8K | 0.20% | +78+0.9% | Added |
| Mattern Wealth Management LLC | 8,541 | $543.3K | 0.22% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 8,580 | $545.8K | 0.45% | +1,172+15.8% | Added |
| 180 Wealth Advisors, LLC | 8,985 | $546.4K | 0.13% | +238+2.7% | Added |
| Five Oceans Advisors | 8,594 | $546.7K | 0.38% | −486−5.4% | Reduced |
| Firestone Capital Management | 8,607 | $547.5K | 0.20% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 8,615 | $548.0K | 0.28% | −11−0.1% | Reduced |
| Sargent Investment Group, LLC | 8,617 | $548.1K | 0.17% | +80+0.9% | Added |
| Strategic Financial Services, Inc, | 8,619 | $548.3K | 0.04% | −100−1.1% | Reduced |
| Fagan Associates, Inc. | 8,622 | $548.5K | 0.15% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 8,628 | $548.8K | 0.13% | +759+9.6% | Added |
| Pacitti Group Inc. | 8,635 | $549.3K | 0.43% | +372+4.5% | Added |
| Beacon Financial Advisory LLC | 8,646 | $550.0K | 0.39% | +200+2.4% | Added |
| CWS Financial Advisors, LLC | 10,426 | $550.0K | 0.24% | −624−5.6% | Reduced |
| Benedetti & Gucer, Inc. | 8,646 | $550.0K | 0.40% | +2,344+37.2% | Added |
| Alera Investment Advisors, LLC | 8,648 | $550.1K | 0.13% | −730−7.8% | Reduced |
| WNY Asset Management, LLC | 8,653 | $550.4K | 0.15% | −44−0.5% | Reduced |
| Pettee Investors, Inc. | 8,682 | $552.0K | 0.27% | +1,782+25.8% | Added |
| Cypress Wealth Services, LLC | 8,685 | $552.4K | 0.18% | +98+1.1% | Added |
| First American Bank | 8,702 | $553.5K | 0.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 8,718 | $554.6K | 0.53% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 8,735 | $555.6K | 0.07% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 8,764 | $557.5K | 0.66% | +54+0.6% | Added |
| Corundum Group, Inc. | 8,774 | $558.0K | 0.32% | +473+5.7% | Added |
| Red Door Wealth Management, LLC | 8,782 | $558.6K | 0.18% | +81+0.9% | Added |
| Horst & Graben Wealth Management LLC | 8,809 | $560.0K | 0.15% | +98+1.1% | Added |
| Harbor Advisory Corp | 8,824 | $561.3K | 0.23% | −1,400−13.7% | Reduced |
| Lodestone Wealth Management LLC | 8,827 | $561.5K | 0.45% | +8,827 | New |
| SageView Advisory Group, LLC | 8,827 | $561.5K | 0.05% | +8,827 | New |
| Alan B. Lancz & Associates, Inc. | 9,150 | $562.1K | 0.57% | 00.0% | Unchanged |
| HC Advisors, LLC | 8,872 | $564.4K | 0.39% | +300+3.5% | Added |
| Cooper Financial Group | 8,876 | $564.6K | 0.17% | +537+6.4% | Added |
| Ferguson Shapiro LLC | 8,884 | $565.1K | 0.40% | +1,503+20.4% | Added |
| Vigilare Wealth Management | 8,899 | $566.0K | 0.33% | −987−10.0% | Reduced |
| Coastwise Capital Group, LLC | 8,914 | $567.0K | 0.67% | +1,061+13.5% | Added |
| Revolve Wealth Partners, LLC | 8,921 | $567.5K | 0.16% | −150−1.7% | Reduced |
| Horizon Bancorp Inc | 8,942 | $569.0K | 0.32% | +8,942 | New |
| Capital Management Associates | 9,000 | $572.5K | 0.85% | −5,000−35.7% | Reduced |
| Alta Wealth Advisors LLC | 9,003 | $572.7K | 0.39% | +2,140+31.2% | Added |
| First National Advisers, LLC | 9,033 | $575.0K | 0.74% | +989+12.3% | Added |
| Strategic Investment Solutions, Inc. | 9,562 | $576.4K | 0.28% | +9,562 | New |
| Graves-Light Private Wealth Management, Inc. | 9,072 | $577.0K | 0.09% | −287−3.1% | Reduced |
| Searle & Co. | 9,075 | $577.3K | 0.20% | 00.0% | Unchanged |
| Cowa, LLC | 9,095 | $578.6K | 0.36% | +23+0.3% | Added |
| First United Bank Trust | 9,097 | $578.7K | 0.28% | 00.0% | Unchanged |
| Advisor OS, LLC | 9,101 | $578.9K | 0.15% | +685+8.1% | Added |
| Sunbelt Securities, Inc. | 9,103 | $579.1K | 0.11% | +142+1.6% | Added |
| Infrastructure Capital Advisors, LLC | 9,107 | $579.3K | 0.12% | +887+10.8% | Added |
| Circle Wealth Management, LLC | 9,141 | $581.5K | 0.09% | +364+4.1% | Added |
| Everhart Financial Group, Inc. | 9,146 | $581.8K | 0.29% | −1,627−15.1% | Reduced |
| Semus Wealth Partners LLC | 9,158 | $582.6K | 0.71% | +9,158 | New |
| Mission Creek Capital Partners, Inc. | 9,163 | $582.9K | 0.21% | −548−5.6% | Reduced |
| American National Bank | 9,200 | $585.0K | 0.12% | +1,194+14.9% | Added |
| Notis-McConarty Edward | 9,200 | $585.2K | 0.24% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 9,210 | $585.8K | 0.49% | +380+4.3% | Added |
| Indie Asset Partners, LLC | 9,220 | $586.5K | 0.64% | 00.0% | Unchanged |