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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 18,961 | $1.18M | 0.09% | −2,691−12.4% | Reduced |
| Chesapeake Wealth Management | 19,115 | $1.19M | 0.49% | +1,312+7.4% | Added |
| Keating Investment Counselors Inc | 19,175 | $1.19M | 0.45% | −2,110−9.9% | Reduced |
| Davis R M Inc | 19,420 | $1.21M | 0.03% | −996−4.9% | Reduced |
| XML Financial, LLC | 19,448 | $1.21M | 0.15% | −1,099−5.3% | Reduced |
| Zullo Investment Group, Inc. | 19,478 | $1.21M | 0.75% | +142+0.7% | Added |
| Northern Financial Advisors Inc | 19,482 | $1.21M | 1.14% | −24−0.1% | Reduced |
| Tranquility Partners, LLC | 19,509 | $1.21M | 0.58% | +14,547+293.2% | Added |
| Berkeley Capital Partners, LLC | 19,558 | $1.21M | 0.45% | −433−2.2% | Reduced |
| 1st Source Bank | 19,609 | $1.22M | 0.08% | −50−0.3% | Reduced |
| Means Investment Co., Inc. | 19,610 | $1.22M | 0.21% | −94−0.5% | Reduced |
| Heritage Wealth Advisors | 19,618 | $1.22M | 0.07% | −2,966−13.1% | Reduced |
| Bank Ozk | 19,656 | $1.22M | 0.60% | −28−0.1% | Reduced |
| Marcum Wealth, LLC | 19,700 | $1.22M | 0.15% | +553+2.9% | Added |
| Infrastructure Capital Advisors, LLC | 19,714 | $1.22M | 0.24% | +10,607+116.5% | Added |
| Continuum Advisory, LLC | 46,827 | $1.22M | 0.21% | −111−0.2% | Reduced |
| City State Bank | 19,743 | $1.23M | 0.70% | −492−2.4% | Reduced |
| Stevens Capital Management LP | 19,757 | $1.23M | 0.30% | +19,757 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 19,769 | $1.23M | 0.01% | −1,226−5.8% | Reduced |
| Eisler Capital (US) LLC | 19,777 | $1.23M | 0.62% | +19,777 | New |
| Next Capital Management LLC | 19,820 | $1.23M | 0.59% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 19,944 | $1.24M | 0.24% | +132+0.7% | Added |
| Old North State Trust, LLC | 19,964 | $1.24M | 0.86% | −181,260−90.1% | Reduced |
| Provident Investment Management, Inc. | 20,000 | $1.24M | 0.13% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 20,000 | $1.24M | 0.04% | +20,000 | New |
| Shulman DeMeo Asset Management LLC | 20,006 | $1.24M | 0.39% | −56−0.3% | Reduced |
| Heritage Financial Services, LLC | 20,025 | $1.24M | 0.27% | −50−0.2% | Reduced |
| SG Americas Securities, LLC | 20,032 | $1.24M | 0.02% | +14,196+243.2% | Added |
| SYSTM Wealth Solutions LLC | 20,096 | $1.25M | 0.19% | −1,171−5.5% | Reduced |
| RMR Wealth Builders | 19,947 | $1.25M | 0.24% | +563+2.9% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $1.25M | 1.17% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 20,174 | $1.26M | 0.28% | +289+1.5% | Added |
| My Legacy Advisors, LLC | 20,153 | $1.26M | 0.54% | +742+3.8% | Added |
| Successful Portfolios LLC | 20,470 | $1.27M | 0.80% | +187+0.9% | Added |
| Brady Family Wealth, LLC | 20,501 | $1.27M | 0.50% | +33+0.2% | Added |
| Walker Financial Services, Inc. | 20,564 | $1.28M | 1.31% | 00.0% | Unchanged |
| New Hampshire Trust | 20,573 | $1.28M | 0.34% | −50−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20,644 | $1.28M | 0.06% | −2,195−9.6% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 20,659 | $1.28M | 1.17% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 20,243 | $1.28M | 0.35% | +1,531+8.2% | Added |
| Tobam | 20,738 | $1.29M | 0.08% | −580−2.7% | Reduced |
| Insigneo Advisory Services, LLC | 20,611 | $1.29M | 0.41% | +1,739+9.2% | Added |
| Joel Isaacson & Co., LLC | 20,828 | $1.29M | 0.09% | −150−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 20,825 | $1.29M | 0.28% | −9,585−31.5% | Reduced |
| AJ Advisors, LLC | 20,856 | $1.29M | 0.95% | +114+0.5% | Added |
| Elevated Capital Advisors, LLC | 20,984 | $1.30M | 0.47% | +59+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 21,003 | $1.30M | 0.27% | +2,342+12.6% | Added |
| NovaPoint Capital, LLC | 21,068 | $1.31M | 0.54% | +16,446+355.8% | Added |
| Smith & Howard Wealth Management, LLC | 21,077 | $1.31M | 0.45% | +281+1.4% | Added |
| Lindsell Train LtdSuperinvestorLindsell Train | 21,100 | $1.31M | 0.02% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 21,156 | $1.31M | 0.75% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 21,192 | $1.31M | 0.27% | +642+3.1% | Added |
| Financial Advisory Service, Inc. | 21,206 | $1.32M | 0.14% | −874−4.0% | Reduced |
| Luts & Greenleigh Group, Inc | 21,210 | $1.32M | 1.67% | −850−3.9% | Reduced |
| Coastline Trust Co | 21,230 | $1.32M | 0.20% | 00.0% | Unchanged |
| Narwhal Capital Management | 21,234 | $1.32M | 0.16% | +2,087+10.9% | Added |
| Channel Wealth LLC | 21,294 | $1.32M | 0.85% | +21,294 | New |
| Kennedy Investment Group | 21,339 | $1.32M | 0.81% | −127−0.6% | Reduced |
| Romano Brothers and Company | 21,383 | $1.33M | 0.20% | +2,039+10.5% | Added |
| VeraBank, N.A. | 21,388 | $1.33M | 0.62% | −658−3.0% | Reduced |
| Martin & Co Inc | 21,403 | $1.33M | 0.34% | −412−1.9% | Reduced |
| JT Stratford LLC | 21,404 | $1.33M | 0.38% | +2,535+13.4% | Added |
| Claro Advisors LLC | 21,424 | $1.33M | 0.39% | −4,096−16.1% | Reduced |
| Wilkinson Global Asset Management LLC | 21,475 | $1.33M | 0.11% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 21,511 | $1.33M | 0.63% | +795+3.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 21,530 | $1.34M | 0.63% | +527+2.5% | Added |
| Grove Bank & Trust | 21,548 | $1.34M | 0.28% | +458+2.2% | Added |
| W Advisors, LLC | 21,554 | $1.34M | 1.10% | −40−0.2% | Reduced |
| Ledge Wealth Management, Inc. | 21,560 | $1.34M | 0.63% | +939+4.6% | Added |
| Verition Fund Management LLC | 21,562 | $1.34M | 0.02% | +2,333+12.1% | Added |
| Garrison Point Advisors, LLC | 21,563 | $1.34M | 1.00% | +570+2.7% | Added |
| Teamwork Financial Advisors, LLC | 21,577 | $1.34M | 0.25% | +21,577 | New |
| Summit Asset Management, LLC | 21,588 | $1.34M | 0.37% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 21,640 | $1.34M | 0.00% | +716+3.4% | Added |
| Applied Capital LLC | 21,696 | $1.35M | 1.33% | −460−2.1% | Reduced |
| Buckingham Capital Management, Inc. | 21,721 | $1.35M | 0.22% | +2,835+15.0% | Added |
| Knuff & Co LLC | 21,740 | $1.35M | 0.53% | −345−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 21,777 | $1.36M | 0.04% | +36+0.2% | Added |
| Salomon & Ludwin, LLC | 21,969 | $1.36M | 0.16% | 00.0% | Unchanged |
| Gries Financial LLC | 21,974 | $1.36M | 0.40% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 21,988 | $1.36M | 0.04% | +364+1.7% | Added |
| Bessemer Securities LLC | 22,022 | $1.37M | 0.64% | −2,900−11.6% | Reduced |
| Itau Unibanco Holding S.A. | 22,049 | $1.37M | 0.07% | +122+0.6% | Added |
| Penobscot Investment Management Company, Inc. | 22,140 | $1.37M | 0.24% | −6,093−21.6% | Reduced |
| Navalign, LLC | 22,164 | $1.37M | 0.57% | −282−1.3% | Reduced |
| Andesa Financial Management Inc. | 30,804 | $1.39M | 0.72% | +9,778+46.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 22,425 | $1.39M | 0.36% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 22,452 | $1.39M | 0.64% | −7,070−23.9% | Reduced |
| XTX Topco Ltd | 22,481 | $1.39M | 0.29% | −8,574−27.6% | Reduced |
| Ironwood Investment Counsel, LLC | 22,489 | $1.39M | 0.33% | +19+0.1% | Added |
| Meridian Wealth Advisors, LLC | 22,496 | $1.40M | 0.35% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 22,266 | $1.40M | 0.70% | −945−4.1% | Reduced |
| Doliver Advisors, LP | 22,600 | $1.40M | 0.44% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 22,608 | $1.40M | 0.53% | 00.0% | Unchanged |
| Smithfield Trust Co | 22,632 | $1.40M | 0.09% | −190−0.8% | Reduced |
| Lederer & Associates Investment Counsel | 22,635 | $1.40M | 1.08% | 00.0% | Unchanged |
| Edgewood Management LLC | 22,671 | $1.41M | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 22,109 | $1.41M | 0.34% | 00.0% | Unchanged |
| Bridgeworth, LLC | 22,802 | $1.41M | 0.18% | −381−1.6% | Reduced |
| Sepio Capital, LP | 22,804 | $1.41M | 0.13% | −1,725−7.0% | Reduced |