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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 91,714 | $5.83M | 0.41% | −3,830−4.0% | Reduced |
| Wallace Capital Management Inc. | 91,565 | $5.82M | 0.91% | −2,707−2.9% | Reduced |
| CX Institutional | 91,216 | $5.80M | 0.35% | +62,563+218.3% | Added |
| Ingalls & Snyder LLC | 91,096 | $5.79M | 0.32% | −171,567−65.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 90,594 | $5.76M | 1.96% | +90,594 | New |
| Philadelphia Trust Co | 90,293 | $5.74M | 0.62% | −4,456−4.7% | Reduced |
| Bath Savings Trust Co | 89,982 | $5.72M | 0.74% | +180+0.2% | Added |
| Loomis Sayles & Co L P | 89,657 | $5.70M | 0.01% | +9,442+11.8% | Added |
| London & Capital Asset Management Ltd | 89,641 | $5.70M | 0.53% | −14,079−13.6% | Reduced |
| Ycg, LLC | 89,239 | $5.68M | 0.61% | −1,850−2.0% | Reduced |
| Lee Danner & Bass Inc | 88,979 | $5.66M | 0.53% | −1,598−1.8% | Reduced |
| First Citizens Bank & Trust Co | 88,736 | $5.64M | 0.17% | −10,466−10.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 88,725 | $5.64M | 0.25% | +3,198+3.7% | Added |
| Andra AP-fonden | 88,600 | $5.64M | 0.17% | −74,500−45.7% | Reduced |
| Eudaimonia Partners, LLC | 88,017 | $5.60M | 1.37% | −3,244−3.6% | Reduced |
| Lincoln Capital LLC | 87,924 | $5.59M | 1.61% | −402−0.5% | Reduced |
| HM Payson & Co | 87,530 | $5.57M | 0.14% | −158−0.2% | Reduced |
| IFP Advisors, Inc | 129,163 | $5.55M | 0.17% | −15,843−10.9% | Reduced |
| First City Capital Management, Inc. | 87,242 | $5.55M | 3.34% | −1,120−1.3% | Reduced |
| Greenwood Capital Associates LLC | 87,232 | $5.55M | 0.91% | −5,844−6.3% | Reduced |
| Principal Street Partners, LLC | 87,077 | $5.54M | 1.40% | −1,026−1.2% | Reduced |
| RFP Financial Group LLC | 86,967 | $5.53M | 2.48% | +86,967 | New |
| Moody National Bank Trust Division | 86,805 | $5.52M | 0.48% | +858+1.0% | Added |
| Iyo Bank, Ltd. | 86,390 | $5.50M | 3.24% | 00.0% | Unchanged |
| Farmers National Bank | 86,147 | $5.48M | 1.95% | −1,316−1.5% | Reduced |
| Trust Co of Toledo NA | 86,098 | $5.48M | 1.03% | −207−0.2% | Reduced |
| Coston, McIsaac & Partners | 86,117 | $5.48M | 2.13% | +4,594+5.6% | Added |
| Westwood Holdings Group Inc. | 85,864 | $5.46M | 0.05% | +2,159+2.6% | Added |
| Toth Financial Advisory Corp | 85,496 | $5.44M | 0.88% | +1,005+1.2% | Added |
| Douglass Winthrop Advisors, LLC | 85,472 | $5.44M | 0.15% | −440−0.5% | Reduced |
| Columbia Asset Management | 85,348 | $5.43M | 1.33% | +349+0.4% | Added |
| Green Square Capital Advisors LLC | 85,315 | $5.43M | 0.77% | +1,306+1.6% | Added |
| Builder Investment Group Inc | 85,172 | $5.42M | 2.57% | +85,172 | New |
| Kennon-Green & Company, LLC | 84,987 | $5.41M | 5.39% | +84,987 | New |
| Smith, Salley & Associates | 84,718 | $5.39M | 0.46% | +15,982+23.3% | Added |
| Benedict Financial Advisors Inc | 84,671 | $5.39M | 1.60% | +731+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 88,139 | $5.34M | 0.07% | +55,256+168.0% | Added |
| Sandy Spring Bank | 83,897 | $5.34M | 0.32% | +2,322+2.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 83,787 | $5.33M | 0.39% | −4,814−5.4% | Reduced |
| Equitable Holdings, Inc. | 83,628 | $5.32M | 0.09% | +3,867+4.8% | Added |
| Resources Investment Advisors, LLC. | 83,180 | $5.29M | 0.15% | +37,135+80.6% | Added |
| Lido Advisors, LLC | 82,793 | $5.27M | 0.09% | +4,854+6.2% | Added |
| Mechanics Bank Trust Department | 82,658 | $5.26M | 0.91% | +678+0.8% | Added |
| Aurora Investment Managers, LLC. | 173,649 | $5.24M | 5.25% | +173,649 | New |
| Tufton Capital Management | 82,376 | $5.24M | 1.15% | +18,445+28.9% | Added |
| GWM Advisors LLC | 270,543 | $5.23M | 0.14% | +58,837+27.8% | Added |
| DT Investment Partners, LLC | 82,215 | $5.23M | 0.69% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 82,180 | $5.23M | 1.20% | +4,425+5.7% | Added |
| Rossmore Private Capital | 81,997 | $5.22M | 0.84% | +520+0.6% | Added |
| Citizens National Bank Trust Department | 81,527 | $5.19M | 1.46% | −1,214−1.5% | Reduced |
| Weatherly Asset Management L. P. | 81,325 | $5.17M | 0.71% | +12,272+17.8% | Added |
| Beacon Financial Group | 81,408 | $5.17M | 0.71% | +1,057+1.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 81,073 | $5.16M | 0.28% | +33,825+71.6% | Added |
| Hamel Associates, Inc. | 80,997 | $5.15M | 1.79% | +19,680+32.1% | Added |
| Bridge Creek Capital Management LLC | 80,576 | $5.13M | 2.00% | +810+1.0% | Added |
| Howland Capital Management LLC | 80,441 | $5.12M | 0.32% | +1,216+1.5% | Added |
| Principle Wealth Partners LLC | 80,235 | $5.10M | 0.58% | +2,677+3.5% | Added |
| Cresset Asset Management, LLC | 102,441 | $5.10M | 0.06% | +16,917+19.8% | Added |
| Argyle Capital Management Inc. | 80,007 | $5.09M | 1.75% | −820−1.0% | Reduced |
| Snowden Capital Advisors LLC | 79,786 | $5.08M | 0.21% | +2,530+3.3% | Added |
| Harvey Investment Co LLC | 79,725 | $5.07M | 0.65% | −1,650−2.0% | Reduced |
| Stratos Wealth Advisors, LLC | 79,586 | $5.06M | 0.42% | +1,063+1.4% | Added |
| Veritas Asset Management LLP | 78,774 | $5.01M | 0.04% | −29,648−27.3% | Reduced |
| AlphaStar Capital Management, LLC | 78,704 | $5.01M | 0.51% | +17,575+28.8% | Added |
| Schulhoff & Co Inc | 78,539 | $5.00M | 2.30% | +260.0% | Added |
| NTV Asset Management LLC | 78,520 | $4.99M | 0.98% | −636−0.8% | Reduced |
| Family Legacy, Inc. | 81,819 | $4.99M | 2.18% | −62−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 78,348 | $4.98M | 0.38% | +836+1.1% | Added |
| Meritage Portfolio Management | 77,721 | $4.94M | 0.39% | −963−1.2% | Reduced |
| Integrated Advisors Network LLC | 77,404 | $4.92M | 0.32% | +1,932+2.6% | Added |
| Shelton Capital Management | 77,200 | $4.91M | 0.52% | −75,324−49.4% | Reduced |
| First Nebraska Trust Co | 77,074 | $4.90M | 0.64% | −160−0.2% | Reduced |
| Opus Investment Management Inc | 77,000 | $4.90M | 1.74% | −20,000−20.6% | Reduced |
| BancorpSouth Bank | 76,932 | $4.89M | 0.45% | −20.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 76,776 | $4.88M | 0.19% | −196−0.3% | Reduced |
| Hayek Kallen Investment Management | 76,511 | $4.87M | 2.24% | −2,427−3.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 76,338 | $4.86M | 0.42% | −2,563−3.2% | Reduced |
| Boston Research & Management Inc | 76,245 | $4.85M | 1.50% | −50.0% | Reduced |
| RIA Advisory Group LLC | 77,162 | $4.83M | 2.80% | +77,162 | New |
| Cardinal Capital Management | 75,710 | $4.82M | 1.03% | −576−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 75,652 | $4.81M | 0.40% | +34,524+83.9% | Added |
| Parcion Private Wealth LLC | 75,599 | $4.81M | 0.52% | −1,740−2.2% | Reduced |
| Linscomb & Williams, Inc. | 75,589 | $4.81M | 0.24% | +48,355+177.6% | Added |
| Daymark Wealth Partners, LLC | 75,574 | $4.81M | 0.85% | +75,574 | New |
| Hanson & Doremus Investment Management | 75,155 | $4.78M | 1.03% | +15,940+26.9% | Added |
| Financial & Tax Architects, LLC | 79,525 | $4.78M | 1.63% | −983−1.2% | Reduced |
| Mutual Advisors, LLC | 74,652 | $4.75M | 0.21% | +9,293+14.2% | Added |
| Fred Alger Management, LLC | 74,553 | $4.74M | 0.03% | +4,897+7.0% | Added |
| Perfromance Wealth Partners, LLC | 74,529 | $4.74M | 0.29% | +17,150+29.9% | Added |
| Synergy Financial Management, LLC | 74,493 | $4.74M | 1.21% | +65,808+757.7% | Added |
| Arkadios Wealth Advisors | 74,476 | $4.74M | 0.63% | +11,639+18.5% | Added |
| David Loasby | 76,008 | $4.71M | 0.62% | +325+0.4% | Added |
| Ameritas Advisory Services, LLC | 74,079 | $4.71M | 0.22% | +8,046+12.2% | Added |
| WSFS Capital Management, LLC | 73,946 | $4.70M | 0.51% | +30,746+71.2% | Added |
| Jacobi Capital Management LLC | 73,621 | $4.68M | 0.59% | +7,943+12.1% | Added |
| Leavell Investment Management, Inc. | 73,589 | $4.68M | 0.35% | +2,542+3.6% | Added |
| Baker Tilly Wealth Management, LLC | 73,573 | $4.68M | 0.58% | +1,801+2.5% | Added |
| Arabesque Asset Management Ltd | 73,354 | $4.67M | 1.58% | +37,412+104.1% | Added |
| Csenge Advisory Group | 72,797 | $4.63M | 0.36% | +3,270+4.7% | Added |
| Chicago Capital, LLC | 72,768 | $4.63M | 0.26% | 00.0% | Unchanged |