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 | 3,583 | $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, 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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 10,476 | $649.8K | 0.51% | +325+3.2% | Added |
| Archer Investment Corp | 10,816 | $650.4K | 0.24% | +1,000+10.2% | Added |
| Cladis Investment Advisory, LLC | 10,488 | $650.6K | 0.58% | +100+1.0% | Added |
| Circle Wealth Management, LLC | 10,491 | $650.8K | 0.09% | +1,350+14.8% | Added |
| River Wealth Advisors LLC | 10,503 | $651.5K | 0.12% | −539−4.9% | Reduced |
| Reuter James Wealth Management, LLC | 10,522 | $652.7K | 0.46% | +5,032+91.7% | Added |
| Icon Wealth Partners, LLC | 10,596 | $657.2K | 0.07% | +10,596 | New |
| Northstar Asset Management LLC | 10,607 | $658.0K | 0.19% | +42+0.4% | Added |
| Cambridge Advisors Inc. | 10,631 | $659.4K | 0.17% | 00.0% | Unchanged |
| Cowa, LLC | 10,645 | $660.3K | 0.54% | +1,550+17.0% | Added |
| Spinnaker Investment Group, LLC | 10,657 | $661.1K | 0.23% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 10,662 | $661.4K | 0.34% | +50+0.5% | Added |
| Brandywine Trust Co | 10,682 | $662.6K | 0.18% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10,730 | $665.6K | 0.45% | +847+8.6% | Added |
| Bennett Selby Investments LP | 10,738 | $666.1K | 0.44% | +131+1.2% | Added |
| Maple Capital Management, Inc. | 10,745 | $666.5K | 0.08% | −103−0.9% | Reduced |
| Elk River Wealth Management, LLC | 10,668 | $666.6K | 0.15% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 10,755 | $667.1K | 0.42% | −2,727−20.2% | Reduced |
| Powell Investment Advisors, LLC | 10,697 | $668.4K | 0.37% | +29+0.3% | Added |
| Sovereign Financial Group, Inc. | 10,795 | $669.6K | 0.25% | −568−5.0% | Reduced |
| Congress Park Capital LLC | 10,825 | $671.5K | 0.40% | −525−4.6% | Reduced |
| Verity Asset Management, Inc. | 10,828 | $671.7K | 0.40% | −739−6.4% | Reduced |
| Enterprise Financial Services Corp | 10,867 | $674.1K | 0.44% | −57−0.5% | Reduced |
| Private Portfolio Partners LLC | 10,924 | $677.6K | 0.18% | −351−3.1% | Reduced |
| Hutchinson Capital Management | 10,928 | $677.8K | 0.18% | −28−0.3% | Reduced |
| Live Oak Investment Partners | – | $680.0K | 0.60% | – | – |
| MUFG Securities EMEA plc | 10,990 | $682.0K | 0.01% | −440−3.8% | Reduced |
| MSH Capital Advisors LLC | 10,995 | $682.0K | 0.29% | −252−2.2% | Reduced |
| Intelligence Driven Advisers, LLC | 10,871 | $682.7K | 0.12% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 11,015 | $683.3K | 0.16% | −20,120−64.6% | Reduced |
| Wealth Alliance | 11,017 | $683.4K | 0.11% | −429−3.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 11,021 | $683.6K | 0.45% | −341−3.0% | Reduced |
| Ashford Capital Management Inc | 11,025 | $683.9K | 0.10% | −154−1.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 11,063 | $686.2K | 0.26% | −447−3.9% | Reduced |
| CWS Financial Advisors, LLC | 11,067 | $686.5K | 0.27% | +641+6.1% | Added |
| Krane Funds Advisors LLC | 10,971 | $687.0K | 0.03% | −950−8.0% | Reduced |
| Cim Investment Mangement Inc | 11,079 | $687.2K | 0.25% | +11,079 | New |
| Kathleen S. Wright Associates Inc. | 11,099 | $688.5K | 0.45% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 11,100 | $688.5K | 0.02% | +844+8.2% | Added |
| Acorn Financial Advisory Services Inc | 11,123 | $690.1K | 0.13% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 11,082 | $692.0K | 0.39% | −50−0.4% | Reduced |
| KG&L Capital Management,LLC | 11,161 | $692.3K | 0.36% | +4,621+70.7% | Added |
| Carlson Capital Management | 11,169 | $692.8K | 0.04% | −97−0.9% | Reduced |
| Richard W. Paul & Associates, LLC | 11,184 | $693.7K | 0.32% | +304+2.8% | Added |
| InTrack Investment Management Inc | 11,156 | $694.0K | 0.64% | −192−1.7% | Reduced |
| Forte Capital LLC | 11,213 | $695.5K | 0.11% | −594−5.0% | Reduced |
| Corbyn Investment Management Inc | 11,221 | $696.0K | 0.28% | −742−6.2% | Reduced |
| Magellan Asset Management Ltd | 11,237 | $697.0K | 0.01% | +1,832+19.5% | Added |
| Aspireon Wealth Advisors | 11,254 | $698.0K | 0.38% | −1,087−8.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 11,186 | $699.0K | 0.06% | +1,712+18.1% | Added |
| Traphagen Investment Advisors LLC | 11,275 | $699.4K | 0.10% | −532−4.5% | Reduced |
| L.M. Kohn & Company | 11,288 | $700.2K | 0.29% | +154+1.4% | Added |
| GHP Investment Advisors, Inc. | 11,307 | $701.4K | 0.04% | −685−5.7% | Reduced |
| Capasso Planning Partners LLC | 11,310 | $701.6K | 0.41% | +23+0.2% | Added |
| Bangor Savings Bank | 11,326 | $702.6K | 0.08% | +131+1.2% | Added |
| AXS Investments LLC | 11,333 | $703.0K | 0.23% | −773−6.4% | Reduced |
| Alliance Wealth Advisors, LLC | 11,338 | $703.3K | 0.28% | +715+6.7% | Added |
| Constitution Capital LLC | 11,351 | $704.1K | 0.43% | −23,017−67.0% | Reduced |
| EverSource Wealth Advisors, LLC | 11,360 | $704.7K | 0.09% | −1,951−14.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 11,362 | $704.8K | 0.03% | +11,362 | New |
| Capital Advisors Wealth Management, LLC | 11,375 | $705.6K | 0.20% | −45−0.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,401 | $707.2K | 0.23% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 11,407 | $707.6K | 0.07% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 11,420 | $708.0K | 0.11% | +5,114+81.1% | Added |
| Lantz Financial LLC | 11,429 | $709.0K | 0.29% | +5,108+80.8% | Added |
| Cipher Capital LP | 11,438 | $709.5K | 0.13% | −24,734−68.4% | Reduced |
| MainStreet Investment Advisors LLC | 11,438 | $709.5K | 0.08% | +4,666+68.9% | Added |
| Northern Oak Wealth Management Inc | 11,448 | $710.1K | 0.09% | +634+5.9% | Added |
| Campbell & CO Investment Adviser LLC | 11,456 | $710.6K | 0.13% | +11,456 | New |
| J. W. Coons Advisors, LLC | 11,468 | $711.4K | 0.20% | −200−1.7% | Reduced |
| Opal Wealth Advisors, LLC | 11,489 | $712.7K | 0.42% | +356+3.2% | Added |
| Accurate Wealth Management, LLC | 11,370 | $712.8K | 0.25% | +691+6.5% | Added |
| Machina Capital S.A.S. | 11,501 | $713.4K | 0.63% | +11,501 | New |
| Parkside Financial Bank & Trust | 11,503 | $713.5K | 0.19% | +570+5.2% | Added |
| OmniStar Financial Group, Inc. | 11,503 | $713.6K | 0.91% | +1,294+12.7% | Added |
| Solidarilty Wealth, LLC | 11,464 | $716.4K | 0.33% | +11,464 | New |
| Fortitude Advisory Group L.L.C. | 11,563 | $717.2K | 0.56% | −325−2.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 11,566 | $717.4K | 0.05% | −318−2.7% | Reduced |
| Olistico Wealth, LLC | 11,573 | $717.9K | 0.69% | +497+4.5% | Added |
| Kozak & Associates, Inc. | 11,595 | $719.3K | 0.32% | −156−1.3% | Reduced |
| Gray Wealth Management Inc. | 11,598 | $719.4K | 0.39% | −166−1.4% | Reduced |
| Argent Capital Management LLC | 11,610 | $720.2K | 0.02% | +420+3.8% | Added |
| IVC Wealth Advisors LLC | 11,625 | $721.1K | 0.51% | −27−0.2% | Reduced |
| Weinberger Asset Management, Inc | 11,664 | $723.5K | 0.42% | −1,660−12.5% | Reduced |
| Crescent Sterling, Ltd. | 11,672 | $724.0K | 0.70% | +1,044+9.8% | Added |
| MCF Advisors LLC | 11,653 | $726.0K | 0.07% | +2,335+25.1% | Added |
| Abundance Wealth Counselors | 11,749 | $729.0K | 0.18% | +6,671+131.4% | Added |
| Eudaimonia Advisors LLC | 11,759 | $729.4K | 0.49% | −164−1.4% | Reduced |
| Two Sigma Securities, LLC | 11,770 | $730.1K | 0.06% | −56,630−82.8% | Reduced |
| Retirement Income Solutions, Inc | 11,779 | $730.7K | 0.21% | +11,779 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 11,800 | $732.0K | 0.75% | +2,000+20.4% | Added |
| Dominguez Wealth Management Solutions, Inc. | 11,804 | $732.2K | 0.67% | −19−0.2% | Reduced |
| Hendershot Investments Inc. | 11,805 | $732.3K | 0.12% | −1,944−14.1% | Reduced |
| Zhang Financial LLC | 11,831 | $733.9K | 0.08% | +908+8.3% | Added |
| Summit Trail Advisors, LLC | 11,786 | $734.7K | 0.03% | +1,103+10.3% | Added |
| OneAscent Wealth Management LLC | 11,777 | $736.0K | 0.29% | +2,546+27.6% | Added |
| Great Diamond Partners, LLC | 11,870 | $736.3K | 0.21% | +188+1.6% | Added |
| TrinityPoint Wealth, LLC | 11,936 | $740.4K | 0.16% | +205+1.7% | Added |
| JB Capital LLC | 11,938 | $740.6K | 0.07% | −107−0.9% | Reduced |
| Sit Investment Associates Inc | 11,952 | $741.0K | 0.02% | 00.0% | Unchanged |