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, Q1 2023
Institutional positions in Coca Cola Co as of Mar 31, 2023. 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
- 2,882
- +61 vs. Q4 2022
- Shares held
- 3.04B
- +432.1K (0.0%) vs. Q4 2022
- Total value
- $187.9B
- −$5.16B (−2.7%) vs. Q4 2022
- New holders
- 161
- 1,134 more added
- Sold out
- 100
- 1,129 more reduced
64 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resources Management Corp | 50,000 | $0 | 0.00% | +30,477+156.1% | Added |
| Summit Wealth Group, LLC | 120,772 | $2 | 0.05% | +120,772 | New |
| Optiver Holding B.V. | 1 | $62 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 6 | $374 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $434 | 0.00% | +6+600.0% | Added |
| Sofos Investments, Inc. | 15,406 | $1.05K | 0.05% | +11,229+268.8% | Added |
| USA Financial Portformulas Corp | 24 | $1.49K | 0.00% | +24 | New |
| Koesten, Hirschmann & Crabtree, INC. | 28 | $1.74K | 0.00% | +11+64.7% | Added |
| Fortis Advisors, LLC | 29 | $1.80K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 50 | $3.05K | 0.00% | −5,200−99.0% | Reduced |
| Lansing Street Advisors | 52 | $3.23K | 0.00% | −33−38.8% | Reduced |
| WestEnd Advisors, LLC | – | $3.41K | 0.00% | – | – |
| Macroview Investment Management LLC | 58 | $3.60K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 72 | $4.47K | 0.00% | −400−84.7% | Reduced |
| ClariVest Asset Management LLC | 77 | $5.00K | 0.00% | −5−6.1% | Reduced |
| Hoese & Co LLP | 100 | $5.95K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 97 | $6.00K | 0.00% | +97 | New |
| Insight Financial Services | 100 | $6.20K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 108 | $6.70K | 0.00% | +108 | New |
| Biglari Capital Corp. | 120 | $7.44K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 120 | $7.44K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 125 | $7.75K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 122 | $8.00K | 0.21% | −1,698−93.3% | Reduced |
| Evolution Advisers, Inc. | 143 | $8.00K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 137 | $8.50K | 0.57% | −19−12.2% | Reduced |
| GeoWealth Management, LLC | 138 | $9.00K | 0.00% | −3,718−96.4% | Reduced |
| Ridgewood Investments LLC | 150 | $9.30K | 0.01% | +150 | New |
| ZRC Wealth Management, LLC | 150 | $9.33K | 0.01% | +150 | New |
| Morton Brown Family Wealth, LLC | 160 | $9.93K | 0.01% | +160 | New |
| Baldrige Asset Management LLC | 167 | $10.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 175 | $10.9K | 0.01% | −188−51.8% | Reduced |
| Cedar Wealth Management, LLC | 188 | $11.7K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 154 | $13.0K | 0.01% | +154 | New |
| Worth Asset Management, LLC | 216 | $13.4K | 0.01% | −217−50.1% | Reduced |
| JDM Financial Group LLC | 218 | $13.5K | 0.01% | −436−66.7% | Reduced |
| Penserra Capital Management LLC | 240 | $14.0K | 0.00% | −61,271−99.6% | Reduced |
| Stone House Investment Management, LLC | 230 | $14.2K | 0.00% | +230 | New |
| True Wealth Design, LLC | 248 | $15.4K | 0.01% | +121+95.3% | Added |
| IAG Wealth Partners, LLC | 255 | $15.8K | 0.00% | +200+363.6% | Added |
| HBC Financial Services, PLLC | 272 | $17.0K | 0.01% | +2+0.7% | Added |
| Delos Wealth Advisors, LLC | 278 | $17.2K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 300 | $18.6K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 303 | $18.8K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 306 | $19.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 313 | $19.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 312 | $19.4K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 320 | $19.9K | 0.01% | +320 | New |
| James Investment Research Inc | 334 | $21.0K | 0.00% | −23−6.4% | Reduced |
| DuPont Capital Management Corp | 346 | $21.5K | 0.00% | −37,739−99.1% | Reduced |
| Your Advocates Ltd., LLP | 348 | $21.6K | 0.01% | −311−47.2% | Reduced |
| DecisionPoint Financial, LLC | 350 | $21.7K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 372 | $22.0K | 0.02% | −129−25.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 357 | $22.0K | 0.01% | −25−6.5% | Reduced |
| Horrell Capital Management, Inc. | 356 | $22.0K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 354 | $22.6K | 0.01% | +354 | New |
| Kalos Management, Inc. | 370 | $23.0K | 0.05% | +370 | New |
| New Millennium Group LLC | 398 | $24.7K | 0.02% | 00.0% | Unchanged |
| Kenfarb & Co. | 400 | $24.8K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 400 | $24.8K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 410 | $25.4K | 0.00% | +410 | New |
| Avion Wealth | 449 | $28.0K | 0.01% | +2+0.4% | Added |
| Ruedi Wealth Management, Inc. | 461 | $28.6K | 0.02% | −130−22.0% | Reduced |
| Wolverine Asset Management LLC | 476 | $29.5K | 0.00% | −27,073−98.3% | Reduced |
| Proffitt & Goodson Inc | 477 | $29.6K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 481 | $29.9K | 0.02% | 00.0% | Unchanged |
| One River Asset Management, LLC | 496 | $30.7K | 0.02% | +496 | New |
| KB Financial Partners, LLC | 501 | $31.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 501 | $31.1K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 507 | $31.5K | 0.00% | +195+62.5% | Added |
| Osterweis Capital Management Inc | 509 | $31.6K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 525 | $32.6K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 541 | $33.6K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 730 | $34.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 550 | $34.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 597 | $37.0K | 0.01% | −127−17.5% | Reduced |
| Clear Investment Research, LLC | 601 | $37.3K | 0.07% | +169+39.1% | Added |
| Red Tortoise LLC | 612 | $38.0K | 0.03% | −969−61.3% | Reduced |
| Financial Connections Group, Inc. | 656 | $40.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 658 | $40.8K | 0.01% | +27+4.3% | Added |
| Grey Fox Wealth Advisors, LLC | 667 | $41.7K | 0.02% | +57+9.3% | Added |
| Altshuler Shaham Ltd | 691 | $42.9K | 0.00% | −119−14.7% | Reduced |
| Syverson Strege & Co | 697 | $43.3K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 700 | $43.4K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 712 | $44.2K | 0.01% | +18+2.6% | Added |
| Timber Creek Capital Management LLC | 742 | $46.0K | 0.02% | −3,880−83.9% | Reduced |
| Sawyer & Company, Inc | 749 | $47.0K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 779 | $48.3K | 0.00% | −26,098−97.1% | Reduced |
| EP Wealth Advisors, LLC | 54,954 | $48.9K | 0.00% | −14,922−21.4% | Reduced |
| Cranbrook Wealth Management, LLC | 800 | $49.6K | 0.01% | +800 | New |
| LSV Asset Management | 800 | $50.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 813 | $50.4K | 0.05% | +246+43.4% | Added |
| Raffa Wealth Management, LLC | 820 | $50.9K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 821 | $50.9K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 823 | $51.1K | 0.03% | +112+15.8% | Added |
| Nalls Sherbakoff Group, LLC | 870 | $53.8K | 0.05% | +870 | New |
| Aspire Private Capital, LLC | 878 | $54.4K | 0.02% | −4−0.5% | Reduced |
| Y.D. More Investments Ltd | 902 | $55.9K | 0.01% | +160+21.6% | Added |
| AlphaMark Advisors, LLC | 905 | $56.0K | 0.03% | −32−3.4% | Reduced |
| HighMark Wealth Management LLC | 910 | $56.4K | 0.04% | +33+3.8% | Added |