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
- 2,881
- +61 vs. Q4 2022
- Shares held
- 3.04B
- +430.8K (0.0%) vs. Q4 2022
- Total value
- $187.9B
- −$5.16B (−2.7%) vs. Q4 2022
- New holders
- 161
- 1,133 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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 9,291 | $576.3K | 0.06% | −8,178−46.8% | Reduced |
| Arvest Trust Co N A | 9,294 | $576.5K | 0.04% | −94−1.0% | Reduced |
| Delta Financial Group, Inc. | 9,325 | $578.0K | 0.23% | −327−3.4% | Reduced |
| Retirement Financial Solutions, LLC | 9,330 | $578.7K | 0.46% | +934+11.1% | Added |
| Wayfinding Financial, LLC | 9,281 | $579.0K | 0.44% | +2,935+46.2% | Added |
| Almanack Investment Partners, LLC. | 9,341 | $579.4K | 0.11% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 9,351 | $580.0K | 0.07% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 9,356 | $580.4K | 0.18% | −97−1.0% | Reduced |
| Chesapeake Asset Management LLC | 9,382 | $582.0K | 0.53% | +9,382 | New |
| Richwood Investment Advisors, LLC | 9,386 | $582.3K | 0.58% | +149+1.6% | Added |
| Warner Financial, Inc | 9,407 | $583.0K | 0.40% | +9,407 | New |
| ARS Wealth Advisors Group, LLC | 9,428 | $584.9K | 0.11% | +1,515+19.1% | Added |
| Stockman Wealth Management, Inc. | 9,446 | $585.9K | 0.13% | +72+0.8% | Added |
| Amica Retiree Medical Trust | 9,444 | $586.0K | 0.62% | +1,796+23.5% | Added |
| First National Advisers, LLC | 9,477 | $588.0K | 0.67% | +444+4.9% | Added |
| W.H. Cornerstone Investments Inc. | 9,507 | $590.0K | 0.54% | −50−0.5% | Reduced |
| Detalus Advisors, LLC | 9,513 | $590.1K | 0.28% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 9,531 | $591.2K | 0.46% | −87−0.9% | Reduced |
| Interchange Capital Partners, LLC | 9,491 | $592.1K | 0.32% | +5,319+127.5% | Added |
| Van Cleef Asset Management,Inc | 9,560 | $593.0K | 0.09% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 9,562 | $593.1K | 0.12% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 9,581 | $594.0K | 0.23% | −176−1.8% | Reduced |
| Knott David M Jr | 9,600 | $595.0K | 0.25% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 9,642 | $598.1K | 0.34% | +207+2.2% | Added |
| Regimen Wealth, LLC | 14,779 | $598.7K | 0.26% | +9,300+169.7% | Added |
| Owen LaRue, LLC | 9,525 | $599.3K | 0.65% | 00.0% | Unchanged |
| Summitry LLC | 9,668 | $599.7K | 0.04% | +159+1.7% | Added |
| Jeppson Wealth Management, LLC | 9,682 | $600.6K | 0.26% | +75+0.8% | Added |
| Occidental Asset Management, LLC | 9,687 | $600.9K | 0.15% | +9+0.1% | Added |
| Inceptionr LLC | 9,688 | $600.9K | 0.19% | +9,688 | New |
| Cutter & CO Brokerage, Inc. | 9,693 | $601.3K | 0.19% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 9,713 | $602.5K | 0.46% | +9,713 | New |
| Cross Staff Investments Inc | 9,715 | $602.6K | 0.60% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 9,718 | $602.8K | 0.69% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 9,727 | $603.4K | 0.47% | +70+0.7% | Added |
| Tarbox Family Office, Inc. | 9,769 | $606.0K | 0.12% | −10−0.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 9,775 | $606.0K | 0.63% | +9,775 | New |
| IFG Advisors, LLC | 9,786 | $607.0K | 0.24% | 00.0% | Unchanged |
| MJP Associates Inc | 9,790 | $607.3K | 0.19% | +20.0% | Added |
| Sittner & Nelson, LLC | 9,791 | $607.3K | 0.35% | +346+3.7% | Added |
| Ballast Advisors LLC | 9,798 | $607.8K | 0.24% | +278+2.9% | Added |
| Alta Advisers Ltd | 9,800 | $607.9K | 0.36% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9,858 | $609.7K | 0.10% | +755+8.3% | Added |
| Alliance Wealth Advisors, LLC | 9,838 | $610.3K | 0.46% | −144−1.4% | Reduced |
| Gilman Hill Asset Management, LLC | 9,839 | $610.3K | 0.12% | −100−1.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 9,846 | $610.7K | 0.31% | +195+2.0% | Added |
| Coastwise Capital Group, LLC | 9,847 | $610.8K | 0.70% | +933+10.5% | Added |
| Compass Financial Advisors LLC | 9,847 | $610.8K | 0.77% | +97+1.0% | Added |
| Hemenway Trust Co LLC | 9,854 | $611.2K | 0.06% | −1,550−13.6% | Reduced |
| Silicon Hills Wealth Management, LLC | 9,871 | $612.3K | 0.37% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 9,813 | $613.0K | 0.26% | +578+6.3% | Added |
| Vivaldi Capital Management, LLC | 9,931 | $616.0K | 0.19% | +19+0.2% | Added |
| Accredited Investors Inc. | 9,950 | $617.2K | 0.05% | +16+0.2% | Added |
| Schrum Private Wealth Management LLC | 9,961 | $617.9K | 0.71% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 9,974 | $618.7K | 0.09% | −132−1.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 9,976 | $618.8K | 0.13% | +9+0.1% | Added |
| Robinson Value Management, Ltd. | 10,000 | $620.3K | 0.48% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 10,007 | $621.0K | 0.55% | +10,007 | New |
| Wrapmanager Inc | 10,034 | $622.4K | 0.19% | +4,096+69.0% | Added |
| Wilkins Investment Counsel Inc | 10,050 | $623.0K | 0.16% | −50−0.5% | Reduced |
| Angeles Investment Advisors, LLC | 10,048 | $623.3K | 0.05% | +10,048 | New |
| Tradewinds, LLC. | 10,058 | $623.9K | 0.38% | +10,058 | New |
| Townsend Asset Management Corp | 10,058 | $623.9K | 0.32% | −59,950−85.6% | Reduced |
| Linker Capital Management Inc. | 10,060 | $624.0K | 0.68% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 9,705 | $624.0K | 0.82% | +1,083+12.6% | Added |
| Abacus Wealth Partners, LLC | 9,759 | $624.8K | 0.21% | +9,759 | New |
| Middleton & Co Inc | 10,075 | $625.0K | 0.09% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 10,087 | $625.7K | 0.19% | −9,939−49.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,097 | $626.3K | 0.07% | −2,186−17.8% | Reduced |
| Finer Wealth Management, Inc. | 10,100 | $626.5K | 0.53% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 10,144 | $629.2K | 0.47% | −1,100−9.8% | Reduced |
| 9258 Wealth Management, LLC | 10,160 | $630.2K | 0.13% | +775+8.3% | Added |
| Cassaday & Co Wealth Management LLC | 10,161 | $630.3K | 0.03% | −161−1.6% | Reduced |
| Cubic Asset Management, LLC | 10,169 | $630.8K | 0.18% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10,173 | $631.1K | 0.18% | +838+9.0% | Added |
| DAGCO, Inc. | 11,674 | $631.6K | 0.34% | −350−2.9% | Reduced |
| Apexium Financial, LP | 10,186 | $632.0K | 0.06% | 00.0% | Unchanged |
| HCR Wealth Advisors | 10,135 | $632.5K | 0.13% | 00.0% | Unchanged |
| Willis Investment Counsel | 10,198 | $632.6K | 0.04% | 00.0% | Unchanged |
| Sierra Capital LLC | 10,202 | $633.0K | 0.10% | −5,911−36.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 10,207 | $633.0K | 0.04% | −490−4.6% | Reduced |
| Lingohr & Partner Asset Management GmbH | 10,206 | $633.0K | 1.61% | +10,206 | New |
| Wimmer Associates 1, LLC | 9,922 | $634.4K | 0.41% | −268−2.6% | Reduced |
| Greenfield Savings Bank | 10,234 | $634.8K | 0.41% | −50.0% | Reduced |
| Meridian Investment Counsel Inc. | 10,237 | $635.0K | 0.24% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 10,242 | $635.3K | 0.38% | +439+4.5% | Added |
| Astoria Portfolio Advisors LLC. | 10,214 | $635.4K | 0.27% | −6,116−37.5% | Reduced |
| Norris Perne & French LLP | 10,262 | $636.6K | 0.06% | −114−1.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,291 | $638.4K | 1.18% | +10,291 | New |
| Vigilant Capital Management, LLC | 10,300 | $639.0K | 0.05% | −207−2.0% | Reduced |
| Aspen Investment Management Inc | 10,324 | $640.0K | 0.41% | −7,128−40.8% | Reduced |
| NVWM, LLC | 10,270 | $641.9K | 0.22% | −260−2.5% | Reduced |
| Angeles Wealth Management, LLC | 10,350 | $642.0K | 0.10% | +147+1.4% | Added |
| Colonial River Wealth Management, LLC | 10,353 | $642.2K | 0.38% | +250+2.5% | Added |
| Laird Norton Trust Company, LLC | 10,283 | $642.5K | 0.08% | −63−0.6% | Reduced |
| Ninepoint Partners LP | 10,391 | $644.6K | 0.08% | +3,133+43.2% | Added |
| Hartford Financial Management Inc. | 10,392 | $644.6K | 0.17% | +29+0.3% | Added |
| Koss-Olinger Consulting, LLC | 10,396 | $645.0K | 0.08% | +566+5.8% | Added |
| Advisor OS, LLC | 10,415 | $646.0K | 0.16% | +1,314+14.4% | Added |
| HC Advisors, LLC | 10,465 | $649.2K | 0.40% | +1,593+18.0% | Added |