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 |
|---|---|---|---|---|---|
| KFA Private Wealth Group, LLC | 13,965 | $866.2K | 0.39% | +3,943+39.3% | Added |
| Morse Asset Management, Inc | 14,000 | $868.0K | 0.29% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 14,000 | $868.4K | 0.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 13,621 | $869.7K | 0.43% | +3,800+38.7% | Added |
| Ballast, Inc. | 14,022 | $869.8K | 0.36% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 14,024 | $869.9K | 0.01% | −276,693−95.2% | Reduced |
| Prosperity Consulting Group, LLC | 14,037 | $870.7K | 0.55% | −46−0.3% | Reduced |
| Townsend & Associates, Inc | 13,597 | $872.2K | 0.35% | +13,597 | New |
| Spreng Capital Management, Inc. | 14,064 | $872.4K | 0.75% | −805−5.4% | Reduced |
| Evoke Wealth, LLC | 72,701 | $873.3K | 0.03% | −2,067−2.8% | Reduced |
| JGP Wealth Management, LLC | 14,114 | $875.5K | 0.15% | +244+1.8% | Added |
| Inlet Private Wealth, LLC | 14,199 | $880.8K | 0.23% | −900−6.0% | Reduced |
| Comerica Securities,inc. | 14,115 | $882.2K | 0.06% | +2,051+17.0% | Added |
| Lee Financial Co | 14,199 | $883.8K | 0.15% | +7,700+118.5% | Added |
| Tiedemann Advisors, LLC | 14,145 | $883.9K | 0.04% | −19−0.1% | Reduced |
| MMBG Investment Advisors Co. | 14,250 | $883.9K | 0.11% | 00.0% | Unchanged |
| Headinvest, LLC | 14,276 | $885.5K | 0.19% | −756−5.0% | Reduced |
| Gleason Group, Inc. | 14,369 | $891.3K | 0.26% | +170+1.2% | Added |
| Heartwood Wealth Advisors LLC | 14,418 | $894.3K | 0.13% | −9,132−38.8% | Reduced |
| Hirtle Callaghan & Co LLC | 14,430 | $895.1K | 0.04% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 14,440 | $895.7K | 0.15% | +1,092+8.2% | Added |
| Murphy Pohlad Asset Management LLC | 14,452 | $896.5K | 0.37% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 14,453 | $897.0K | 0.60% | 00.0% | Unchanged |
| BBR Partners, LLC | 14,508 | $899.9K | 0.10% | +363+2.6% | Added |
| First Financial Bank - Trust Division | 14,519 | $900.6K | 0.10% | +20.0% | Added |
| Cairn Investment Group, Inc. | 14,545 | $902.0K | 0.63% | −3,625−20.0% | Reduced |
| Thrive Wealth Management, LLC | 14,555 | $902.8K | 0.23% | +450+3.2% | Added |
| Saybrook Capital | 14,565 | $903.0K | 0.29% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 14,386 | $903.4K | 0.19% | +598+4.3% | Added |
| Asset Allocation & Management Company, LLC | 14,635 | $908.0K | 0.36% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 14,669 | $909.9K | 0.59% | −96−0.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,712 | $913.0K | 0.02% | +535+3.8% | Added |
| Stone Point Wealth LLC | 14,725 | $913.4K | 0.41% | −318−2.1% | Reduced |
| Virtue Capital Management, LLC | 14,379 | $913.8K | 0.15% | +464+3.3% | Added |
| Plancorp, LLC | 14,733 | $913.9K | 0.05% | +3,309+29.0% | Added |
| Core Alternative Capital | 14,798 | $917.9K | 0.12% | +633+4.5% | Added |
| Laidlaw Wealth Management LLC | 14,799 | $918.0K | 0.19% | +381+2.6% | Added |
| Unigestion Holding SA | 14,865 | $919.4K | 0.05% | −22,667−60.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 14,871 | $922.4K | 0.24% | +312+2.1% | Added |
| CFO4Life Group, LLC | 14,907 | $924.7K | 0.21% | −429−2.8% | Reduced |
| Peak Asset Management, LLC | 14,907 | $924.7K | 0.23% | +375+2.6% | Added |
| AdvisorNet Financial, Inc | 14,925 | $925.8K | 0.08% | +489+3.4% | Added |
| LexAurum Advisors, LLC | 14,985 | $929.5K | 0.31% | +177+1.2% | Added |
| Rosenbaum Jay D. | 14,996 | $930.2K | 1.71% | +1,005+7.2% | Added |
| Estabrook Capital Management | 15,024 | $931.9K | 0.16% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 14,924 | $932.6K | 0.50% | +9,744+188.1% | Added |
| Coco Enterprises, LLC | 15,000 | $933.2K | 0.75% | −1,067−6.6% | Reduced |
| First Financial Corp | 15,093 | $936.1K | 0.58% | +116+0.8% | Added |
| Legacy Wealth Asset Management, LLC | 15,128 | $938.4K | 0.34% | −10−0.1% | Reduced |
| Wealth Quarterback LLC | 15,169 | $940.9K | 0.80% | +371+2.5% | Added |
| Legacy Capital Wealth Partners, LLC | 15,200 | $942.9K | 0.26% | +15,200 | New |
| StrategIQ Financial Group, LLC | 15,221 | $944.2K | 0.11% | −58−0.4% | Reduced |
| Pinnacle Bancorp, Inc. | 15,228 | $944.6K | 0.35% | −145−0.9% | Reduced |
| Options Solutions, LLC | 15,322 | $950.4K | 1.08% | +11,200+271.7% | Added |
| First Command Bank | 15,347 | $952.0K | 0.10% | +457+3.1% | Added |
| First Command Financial Services, Inc. | 15,347 | $952.0K | 0.10% | +457+3.1% | Added |
| Westmount Partners, LLC | 15,359 | $952.7K | 0.44% | +1,468+10.6% | Added |
| Altfest L J & Co Inc | 15,357 | $953.0K | 0.15% | −201−1.3% | Reduced |
| PFG Investments, LLC | 15,364 | $953.0K | 0.19% | +15,364 | New |
| Atlas Private Wealth Advisors | 15,436 | $957.5K | 0.44% | +2,839+22.5% | Added |
| Kingfisher Capital LLC | 15,445 | $958.1K | 0.25% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 15,471 | $959.7K | 0.41% | +1,425+10.1% | Added |
| Graypoint LLC | 15,562 | $965.3K | 0.10% | +3,582+29.9% | Added |
| Aries Wealth Management | 15,566 | $965.6K | 0.40% | −267−1.7% | Reduced |
| V Wealth Advisors LLC | 15,571 | $965.9K | 0.18% | −199−1.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 15,582 | $966.6K | 0.55% | +713+4.8% | Added |
| Versor Investments LP | 15,589 | $967.0K | 0.13% | +5,700+57.6% | Added |
| Legacy Private Trust Co. | 15,595 | $967.4K | 0.08% | +15+0.1% | Added |
| LCNB Corp | 15,657 | $971.2K | 0.44% | −567−3.5% | Reduced |
| EagleClaw Capital Managment, LLC | 15,704 | $974.1K | 0.23% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 15,756 | $977.3K | 0.06% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 15,811 | $977.9K | 0.12% | −1,317−7.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 15,800 | $980.1K | 1.12% | +1,788+12.8% | Added |
| Oxler Private Wealth LLC | 15,858 | $983.7K | 0.49% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 15,911 | $987.0K | 0.21% | −51−0.3% | Reduced |
| Hunter Associates Investment Management LLC | 15,947 | $989.0K | 0.21% | −1,000−5.9% | Reduced |
| Wellington Shields & Co., LLC | 15,975 | $990.9K | 0.22% | −700−4.2% | Reduced |
| Great Lakes Retirement, Inc. | 15,985 | $991.5K | 0.19% | +191+1.2% | Added |
| Journey Advisory Group, LLC | 15,995 | $992.2K | 0.16% | +28+0.2% | Added |
| WBI Investments | 16,002 | $992.6K | 0.20% | +16,002 | New |
| BFT Financial Group, LLC | 16,004 | $992.7K | 0.15% | +16,004 | New |
| Sterling Investment Advisors, Ltd. | 16,019 | $993.6K | 0.34% | 00.0% | Unchanged |
| Wintrust Investments LLC | 16,064 | $996.0K | 0.13% | +25+0.2% | Added |
| RMB Capital Management, LLC | 16,092 | $998.2K | 0.03% | 00.0% | Unchanged |
| Hendley & Co Inc | 16,101 | $999.0K | 0.45% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 16,139 | $1.00M | 0.07% | −1,113−6.5% | Reduced |
| Mayfair Advisory Group, LLC | 15,938 | $1.00M | 1.09% | +153+1.0% | Added |
| Bank of New Hampshire | 16,228 | $1.01M | 0.30% | −25−0.2% | Reduced |
| Avestar Capital, LLC | 16,126 | $1.01M | 0.20% | −2,963−15.5% | Reduced |
| Benjamin Edwards Inc | 16,290 | $1.01M | 0.25% | +1,389+9.3% | Added |
| Marathon Capital Management | 16,303 | $1.01M | 0.25% | −163−1.0% | Reduced |
| AFS Financial Group, LLC | 16,307 | $1.01M | 0.67% | +69+0.4% | Added |
| Bray Capital Advisors | 16,322 | $1.01M | 0.30% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 16,357 | $1.01M | 0.33% | −6,796−29.4% | Reduced |
| Rothschild Investment Corp | 16,366 | $1.01M | 0.09% | −113−0.7% | Reduced |
| Keel Point, LLC | 16,365 | $1.02M | 0.15% | −1,568−8.7% | Reduced |
| Advocate Group LLC | 16,375 | $1.02M | 0.22% | −3,044−15.7% | Reduced |
| Lakeview Capital Partners, LLC | 15,929 | $1.02M | 0.32% | −29−0.2% | Reduced |
| Clear Harbor Asset Management, LLC | 16,434 | $1.02M | 0.11% | +5,577+51.4% | Added |
| Eagle Bay Advisors LLC | 16,523 | $1.02M | 0.56% | −977−5.6% | Reduced |