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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 123,731 | $7.87M | 0.28% | +8,311+7.2% | Added |
| ProVise Management Group, LLC | 122,594 | $7.80M | 0.79% | −652−0.5% | Reduced |
| Stonebridge Capital Management Inc | 122,551 | $7.79M | 3.73% | −2,600−2.1% | Reduced |
| Equitable Trust Co | 122,468 | $7.79M | 0.61% | −19,409−13.7% | Reduced |
| Baxter Bros Inc | 122,114 | $7.77M | 1.28% | −500.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 121,985 | $7.76M | 0.20% | −22,577−15.6% | Reduced |
| Fiduciary Group LLC | 121,748 | $7.74M | 1.03% | +278+0.2% | Added |
| Farmers & Merchants Investments Inc | 121,167 | $7.71M | 0.32% | −206−0.2% | Reduced |
| Exencial Wealth Advisors, LLC | 120,765 | $7.68M | 0.42% | −8,378−6.5% | Reduced |
| Jarislowsky, Fraser Ltd | 118,316 | $7.53M | 0.05% | −2,480−2.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 127,658 | $7.52M | 0.83% | +39,069+44.1% | Added |
| Salem Investment Counselors Inc | 118,019 | $7.51M | 0.32% | +7,841+7.1% | Added |
| Reik & Co., LLC | 117,739 | $7.49M | 2.16% | −498−0.4% | Reduced |
| Strategic Advisors LLC | 117,503 | $7.47M | 1.67% | +460.0% | Added |
| Stansberry Asset Management, LLC | 117,347 | $7.46M | 1.54% | +3,916+3.5% | Added |
| Wedbush Securities Inc | 117,331 | $7.46M | 0.41% | +1,296+1.1% | Added |
| Azimuth Capital Investment Management LLC | 117,231 | $7.46M | 0.38% | −1,940−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 117,211 | $7.46M | 0.19% | +11,532+10.9% | Added |
| Allen Investment Management LLC | 117,136 | $7.45M | 0.12% | 00.0% | Unchanged |
| Consolidated Planning Corp | 117,017 | $7.44M | 2.06% | +2,457+2.1% | Added |
| Montecito Bank & Trust | 116,367 | $7.40M | 1.79% | −71−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 115,326 | $7.34M | 0.29% | −1,426−1.2% | Reduced |
| Prospera Financial Services Inc | 115,217 | $7.33M | 0.37% | −521−0.5% | Reduced |
| Thomasville National Bank | 115,044 | $7.32M | 0.84% | −1,401−1.2% | Reduced |
| Atticus Wealth Management, LLC | 114,994 | $7.31M | 3.01% | +1,158+1.0% | Added |
| Monarch Capital Management Inc | 114,814 | $7.30M | 2.24% | −5,605−4.7% | Reduced |
| Bailard, Inc. | 114,813 | $7.30M | 0.28% | −499−0.4% | Reduced |
| Dearborn Partners LLC | 113,396 | $7.21M | 0.29% | −2,425−2.1% | Reduced |
| Rodgers Brothers Inc. | 113,210 | $7.20M | 1.45% | −6,290−5.3% | Reduced |
| Viking Fund Management LLC | 113,000 | $7.19M | 1.43% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 112,911 | $7.18M | 0.26% | +112,911 | New |
| Westfield Capital Management Co LP | 112,187 | $7.14M | 0.06% | +4,406+4.1% | Added |
| Southeast Asset Advisors Inc. | 111,772 | $7.11M | 1.13% | −795−0.7% | Reduced |
| Sonora Investment Management Group, LLC | 110,552 | $7.03M | 0.64% | −227−0.2% | Reduced |
| BerganKDV Wealth Management, LLC | 110,550 | $7.03M | 0.76% | +6,368+6.1% | Added |
| Birch Hill Investment Advisors LLC | 110,174 | $7.01M | 0.45% | −1,240−1.1% | Reduced |
| German American Bancorp, Inc. | 109,871 | $6.99M | 1.11% | −210.0% | Reduced |
| Live Oak Private Wealth LLC | 109,658 | $6.98M | 1.44% | +853+0.8% | Added |
| Keeler Thomas Management LLC | 109,588 | $6.97M | 3.51% | −1,567−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 109,351 | $6.96M | 0.27% | −326−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 108,011 | $6.87M | 0.35% | +3,831+3.7% | Added |
| Wetherby Asset Management Inc | 107,708 | $6.85M | 0.44% | +4,305+4.2% | Added |
| Lynch & Associates | 107,533 | $6.84M | 1.79% | −401−0.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 109,652 | $6.80M | 0.51% | −23,715−17.8% | Reduced |
| Bull Street Advisors, LLC | 106,539 | $6.78M | 3.52% | +450+0.4% | Added |
| Valeo Financial Advisors, LLC | 135,184 | $6.76M | 0.37% | −4,014−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 105,903 | $6.74M | 0.18% | +3,273+3.2% | Added |
| Vestcor Inc | 105,404 | $6.71M | 0.25% | +440+0.4% | Added |
| Cyndeo Wealth Partners, LLC | 104,967 | $6.68M | 0.78% | +104,967 | New |
| Northwest Bancshares, Inc. | 104,455 | $6.64M | 1.33% | +1,989+1.9% | Added |
| Anchor Investment Management, LLC | 104,411 | $6.64M | 0.95% | +1,021+1.0% | Added |
| Ahl Investment Management, Inc. | 103,504 | $6.58M | 6.12% | −431−0.4% | Reduced |
| Destination Wealth Management | 103,318 | $6.57M | 0.26% | −1,517−1.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 103,169 | $6.56M | 0.28% | −855−0.8% | Reduced |
| Visionary Wealth Advisors | 102,971 | $6.55M | 0.60% | −2,173−2.1% | Reduced |
| Sicart Associates LLC | 102,829 | $6.54M | 2.31% | −4,389−4.1% | Reduced |
| Dana Investment Advisors, Inc. | 102,731 | $6.53M | 0.34% | +2,619+2.6% | Added |
| Empirical Finance, LLC | 102,600 | $6.53M | 0.68% | +7,993+8.4% | Added |
| Moreno Evelyn V | 102,529 | $6.52M | 1.51% | +55,107+116.2% | Added |
| Tower Research Capital LLC (TRC) | 102,361 | $6.51M | 0.27% | −209,776−67.2% | Reduced |
| Verity & Verity, LLC | 102,197 | $6.50M | 0.85% | +29,321+40.2% | Added |
| Evercore Wealth Management, LLC | 102,100 | $6.49M | 0.14% | +514+0.5% | Added |
| Canandaigua National Corp | 102,062 | $6.49M | 1.10% | +175+0.2% | Added |
| Old National Bancorp | 101,821 | $6.48M | 0.20% | −5,988−5.6% | Reduced |
| Bank of Hawaii | 101,602 | $6.46M | 0.40% | +575+0.6% | Added |
| Cohen Klingenstein LLC | 101,200 | $6.44M | 0.32% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 100,937 | $6.42M | 0.28% | −91,167−47.5% | Reduced |
| Martin Capital Partners, LLC | 100,663 | $6.40M | 2.64% | +2,954+3.0% | Added |
| Auxier Asset Management | 100,593 | $6.40M | 1.10% | −85−0.1% | Reduced |
| RBF Capital, LLC | 100,000 | $6.36M | 0.48% | 00.0% | Unchanged |
| Bislett Management, LLC | 100,000 | $6.36M | 4.58% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 99,769 | $6.35M | 1.17% | −3,675−3.6% | Reduced |
| City Holding Co | 99,726 | $6.34M | 1.18% | +989+1.0% | Added |
| Cary Street Partner Investment Advisory LLC | 99,490 | $6.33M | 0.47% | −2,419−2.4% | Reduced |
| Allen Operations LLC | 99,054 | $6.30M | 1.68% | +33,200+50.4% | Added |
| LGT Fund Management Co Ltd. | 96,600 | $6.14M | 2.65% | 00.0% | Unchanged |
| Everence Capital Management Inc | 96,140 | $6.12M | 0.53% | −10,380−9.7% | Reduced |
| Pacific Global Investment Management CO | 95,968 | $6.10M | 1.35% | +1,723+1.8% | Added |
| Stokes Capital Advisors, LLC | 95,860 | $6.10M | 2.10% | −3,595−3.6% | Reduced |
| Addenda Capital Inc. | 95,620 | $6.08M | 0.26% | −1,157−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 94,879 | $6.04M | 0.69% | −14,800−13.5% | Reduced |
| Birmingham Capital Management Co Inc | 94,613 | $6.02M | 2.28% | +350+0.4% | Added |
| LGT Financial Advisors LLC | 94,609 | $6.02M | 7.08% | +94,609 | New |
| Windle Wealth, LLC | 94,240 | $5.99M | 4.68% | +94,240 | New |
| RSM US Wealth Management LLC | 94,306 | $5.99M | 0.30% | +4,772+5.3% | Added |
| Clearstead Advisors, LLC | 94,095 | $5.99M | 0.47% | +4,231+4.7% | Added |
| Foyston, Gordon, & Payne Inc | 93,720 | $5.96M | 1.65% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 93,595 | $5.95M | 0.78% | +14,583+18.5% | Added |
| BCM Advisors, LLC | 99,336 | $5.94M | 1.64% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93,311 | $5.94M | 0.24% | +576+0.6% | Added |
| Stolper Co | 93,229 | $5.93M | 2.60% | +1,531+1.7% | Added |
| RPG Investment Advisory, LLC | 92,997 | $5.92M | 1.14% | −300−0.3% | Reduced |
| Twin Capital Management Inc | 92,942 | $5.91M | 0.77% | −3,093−3.2% | Reduced |
| Bogart Wealth, LLC | 92,885 | $5.91M | 0.41% | +16,861+22.2% | Added |
| Oppenheimer Asset Management Inc. | 92,880 | $5.91M | 0.10% | +7,567+8.9% | Added |
| Haverford Financial Services, Inc. | 92,844 | $5.91M | 1.63% | −370.0% | Reduced |
| Red Cedar Capital, LLC | 92,707 | $5.90M | 3.74% | 00.0% | Unchanged |
| Seeyond | 92,497 | $5.88M | 0.57% | −34,345−27.1% | Reduced |
| Hoylecohen, LLC | 92,418 | $5.88M | 0.59% | −563−0.6% | Reduced |
| Lincoln National Corp | 92,106 | $5.86M | 0.13% | −14,275−13.4% | Reduced |