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 |
|---|---|---|---|---|---|
| Pallas Capital Advisors LLC | 11,594 | $741.4K | 0.07% | +11,594 | New |
| Dividend Assets Capital, LLC | 11,682 | $743.0K | 0.16% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 12,002 | $744.5K | 0.07% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 12,067 | $748.5K | 0.21% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 12,116 | $751.5K | 0.08% | +926+8.3% | Added |
| S&CO Inc | 12,183 | $755.0K | 0.06% | 00.0% | Unchanged |
| Sandbar Asset Management LLP | 12,215 | $758.0K | 2.28% | +12,215 | New |
| Keudell/Morrison Wealth Management | 12,282 | $761.9K | 0.22% | +1,899+18.3% | Added |
| Alhambra Investment Partners LLC | 12,288 | $762.2K | 0.52% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 12,295 | $762.7K | 0.42% | +2,601+26.8% | Added |
| CRA Financial Services, LLC | 12,301 | $763.0K | 0.23% | −26−0.2% | Reduced |
| McDonald Partners LLC | 12,330 | $764.9K | 0.25% | −950−7.2% | Reduced |
| Morningstar Investment Management LLC | 12,334 | $765.0K | 0.11% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 12,365 | $767.0K | 0.05% | −516−4.0% | Reduced |
| Pinnacle Holdings, LLC | 12,378 | $767.8K | 0.36% | +132+1.1% | Added |
| American National Bank | 12,379 | $767.9K | 0.14% | +3,179+34.6% | Added |
| Cornerstone Management, Inc. | 12,401 | $769.2K | 0.20% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 12,472 | $773.6K | 0.45% | +12,472 | New |
| Eagle Strategies LLC | 12,505 | $775.7K | 0.19% | −37−0.3% | Reduced |
| Duncker Streett & Co Inc | 12,525 | $776.9K | 0.19% | −290−2.3% | Reduced |
| Peachtree Investment Partners, LLC | 12,536 | $777.6K | 0.49% | −57−0.5% | Reduced |
| First National Bank & Trust Co of Newtown | 12,540 | $777.7K | 0.17% | −80−0.6% | Reduced |
| Cypress Point Wealth Management, LLC | 12,579 | $780.3K | 1.10% | +275+2.2% | Added |
| Arbor Investment Advisors, LLC | 12,630 | $783.4K | 0.14% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 12,653 | $784.9K | 0.14% | +119+0.9% | Added |
| Gryphon Financial Partners LLC | 12,665 | $785.6K | 0.18% | −390−3.0% | Reduced |
| GDS Wealth Management | 12,671 | $786.0K | 0.14% | −351−2.7% | Reduced |
| Allegheny Financial Group LTD | 12,679 | $786.5K | 0.32% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 12,590 | $786.9K | 0.14% | +582+4.8% | Added |
| Essex Investment Management Co LLC | 12,701 | $787.8K | 0.11% | −88−0.7% | Reduced |
| One Day In July LLC | 12,722 | $789.1K | 0.15% | +12,722 | New |
| Lifeworks Advisors, LLC | 12,746 | $790.6K | 0.37% | +899+7.6% | Added |
| Wolff Financial Management LLC | 12,759 | $791.0K | 0.28% | −136−1.1% | Reduced |
| Everhart Financial Group, Inc. | 12,752 | $791.0K | 0.35% | +3,606+39.4% | Added |
| GraniteShares Advisors LLC | 12,768 | $792.0K | 0.70% | −870−6.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 12,780 | $792.7K | 0.06% | +165+1.3% | Added |
| Eastern Bank | 12,780 | $792.7K | 0.04% | −566−4.2% | Reduced |
| First National Bank of South Miami | 12,820 | $795.2K | 0.63% | −653−4.8% | Reduced |
| Ausdal Financial Partners, Inc. | 12,896 | $799.9K | 0.11% | +437+3.5% | Added |
| Pine Haven Investment Counsel, Inc | 12,905 | $800.5K | 0.84% | −50−0.4% | Reduced |
| St. Louis Trust Co | 12,929 | $802.0K | 0.16% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 12,923 | $802.0K | 1.02% | 00.0% | Unchanged |
| MBA Advisors LLC | 12,931 | $802.1K | 0.50% | +1,241+10.6% | Added |
| Premier Fund Managers Ltd | 13,000 | $804.0K | 0.03% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 13,005 | $806.7K | 0.18% | +100+0.8% | Added |
| William Allan, LLC | 13,015 | $807.3K | 0.64% | −40−0.3% | Reduced |
| Royal Fund Management, LLC | 13,025 | $808.0K | 0.12% | +1,666+14.7% | Added |
| Golden State Equity Partners | 13,044 | $809.1K | 0.44% | +13,044 | New |
| Kidder Stephen W | 13,050 | $809.5K | 0.28% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 13,082 | $810.0K | 0.02% | −4,036−23.6% | Reduced |
| Delta Financial Advisors LLC | 13,072 | $810.8K | 0.39% | −100−0.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 13,075 | $811.4K | 0.07% | +13,075 | New |
| Formidable Asset Management, LLC | 13,048 | $813.0K | 0.17% | +628+5.1% | Added |
| Aldebaran Financial Inc. | 13,126 | $814.2K | 1.10% | −4,610−26.0% | Reduced |
| Hoertkorn Richard Charles | 13,129 | $814.4K | 0.42% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 13,152 | $815.8K | 0.23% | +1,600+13.9% | Added |
| Talisman Wealth Advisors LLC | 13,151 | $816.0K | 1.47% | +684+5.5% | Added |
| NFC Investments, LLC | 13,164 | $817.0K | 0.30% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 13,174 | $817.2K | 0.33% | +9,390+248.2% | Added |
| Baldwin Investment Management, LLC | 13,185 | $817.9K | 0.15% | +85+0.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 13,194 | $818.4K | 0.13% | +800+6.5% | Added |
| McMillion Capital Management Inc | 13,290 | $824.4K | 0.78% | −665−4.8% | Reduced |
| Trust Co of Oklahoma | 13,302 | $825.1K | 0.32% | −10.0% | Reduced |
| West Michigan Advisors, LLC | 13,306 | $825.4K | 0.47% | +7,619+134.0% | Added |
| Procyon Private Wealth Partners, LLC | 13,313 | $825.8K | 0.14% | +2,758+26.1% | Added |
| Lester Murray Antman dba SimplyRich | 13,322 | $826.0K | 0.31% | 00.0% | Unchanged |
| Wills Financial Group, Inc. | 13,347 | $827.9K | 0.45% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 13,360 | $828.7K | 0.21% | −152−1.1% | Reduced |
| Berger Financial Group, Inc | 13,367 | $829.1K | 0.10% | −12−0.1% | Reduced |
| Sutton Wealth Advisors Inc. | 13,367 | $829.2K | 0.44% | −8,527−38.9% | Reduced |
| Culbertson A N & Co Inc | 13,369 | $829.3K | 0.17% | +30+0.2% | Added |
| Buttonwood Financial Advisors Inc. | 13,418 | $832.3K | 0.65% | −56−0.4% | Reduced |
| Aspiriant, LLC | 13,418 | $832.3K | 0.04% | −935−6.5% | Reduced |
| Central Bank & Trust Co | 13,425 | $832.6K | 0.15% | +873+7.0% | Added |
| Magnus Financial Group LLC | 13,425 | $832.8K | 0.13% | +671+5.3% | Added |
| WealthShield Partners, LLC | 13,337 | $833.4K | 0.13% | +797+6.4% | Added |
| Kowal Investment Group, LLC | 13,436 | $833.4K | 0.24% | +1,337+11.1% | Added |
| Hamilton Point Investment Advisors, LLC | 13,339 | $833.7K | 0.20% | +6,871+106.2% | Added |
| Bond & Devick Financial Network, Inc. | 13,445 | $834.0K | 0.53% | +400+3.1% | Added |
| World Equity Group, Inc. | 14,254 | $837.5K | 0.14% | −8,462−37.3% | Reduced |
| Chemistry Wealth Management LLC | 13,529 | $839.2K | 0.29% | −1,065−7.3% | Reduced |
| Waterfront Wealth Inc. | 13,554 | $840.8K | 0.27% | +480+3.7% | Added |
| Carret Asset Management, LLC | 13,554 | $841.0K | 0.12% | 00.0% | Unchanged |
| Allstate Corp | 13,569 | $841.7K | 0.06% | −165,835−92.4% | Reduced |
| Adams Wealth Management | 13,580 | $842.4K | 0.27% | +1,431+11.8% | Added |
| Pioneer Trust Bank N A | 13,615 | $844.5K | 0.25% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 13,630 | $845.5K | 0.26% | +937+7.4% | Added |
| Quadrant Private Wealth Management, LLC | 13,562 | $847.5K | 0.26% | −402−2.9% | Reduced |
| IPG Investment Advisors LLC | 13,677 | $848.4K | 0.19% | +13,677 | New |
| Glen Eagle Advisors, LLC | 13,679 | $848.5K | 0.21% | −476−3.4% | Reduced |
| GM Advisory Group, Inc. | 13,683 | $848.8K | 0.08% | +1,392+11.3% | Added |
| Thompson Siegel & Walmsley LLC | 13,707 | $850.0K | 0.01% | −5,117−27.2% | Reduced |
| Crescent Grove Advisors, LLC | 13,618 | $851.0K | 0.10% | +500+3.8% | Added |
| American Financial Advisors, LLC | 13,739 | $852.2K | 0.14% | −105−0.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,675 | $854.6K | 0.56% | +799+6.2% | Added |
| RDA Financial Network | 13,809 | $856.6K | 0.39% | +530+4.0% | Added |
| Charter Research & Investment Group, Inc. | 13,835 | $858.2K | 0.75% | +1,000+7.8% | Added |
| Sage Mountain Advisors LLC | 13,901 | $862.3K | 0.14% | +6,551+89.1% | Added |
| N.E.W. Advisory Services LLC | 13,932 | $864.3K | 0.13% | +97+0.7% | Added |
| Blue Edge Capital, LLC | 13,939 | $864.6K | 0.19% | +1,551+12.5% | Added |