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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 22,843 | $1.42M | 0.45% | +3,041+15.4% | Added |
| Norway Savings Bank | 22,843 | $1.42M | 0.71% | −24−0.1% | Reduced |
| International Assets Investment Management, LLC | 22,898 | $1.42M | 0.21% | −10,095−30.6% | Reduced |
| Carson Advisory Inc. | 22,948 | $1.42M | 1.27% | +100+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 23,068 | $1.43M | 0.38% | −898−3.7% | Reduced |
| Sunflower Bank, N.A. | 23,036 | $1.43M | 0.32% | −166−0.7% | Reduced |
| Miracle Mile Advisors, LLC | 23,038 | $1.43M | 0.05% | −1,393−5.7% | Reduced |
| Atlantic Trust, LLC | 23,184 | $1.44M | 0.46% | −139−0.6% | Reduced |
| Monetary Management Group Inc | 23,195 | $1.44M | 0.42% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23,211 | $1.44M | 0.33% | −20.0% | Reduced |
| Appleton Partners Inc | 23,213 | $1.44M | 0.13% | +3,949+20.5% | Added |
| Lineweaver Wealth Advisors, LLC | 23,234 | $1.44M | 0.44% | +254+1.1% | Added |
| Pine Valley Investments Ltd Liability Co | 22,873 | $1.44M | 0.22% | +22,873 | New |
| Webster Bank, N. A. | 23,251 | $1.44M | 0.19% | −2,706−10.4% | Reduced |
| TFG Advisers LLC | 23,261 | $1.44M | 0.70% | +472+2.1% | Added |
| Sculati Wealth Management, LLC | 23,276 | $1.44M | 0.77% | −4,827−17.2% | Reduced |
| Winch Advisory Services, LLC | 23,311 | $1.45M | 0.56% | −298−1.3% | Reduced |
| Naples Global Advisors, LLC | 23,188 | $1.45M | 0.18% | +165+0.7% | Added |
| Novare Capital Management LLC | 23,365 | $1.45M | 0.16% | −100.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 23,385 | $1.45M | 0.10% | −305−1.3% | Reduced |
| Independent Financial Group, LLC | 23,423 | $1.45M | 0.12% | +3,094+15.2% | Added |
| Motley Fool Wealth Management, LLC | 23,426 | $1.45M | 0.09% | −1,027−4.2% | Reduced |
| Alerus Financial NA | 23,439 | $1.45M | 0.13% | −584−2.4% | Reduced |
| Investment House LLC | 23,485 | $1.46M | 0.12% | +150+0.6% | Added |
| Renasant Bank | 23,516 | $1.46M | 1.13% | +277+1.2% | Added |
| Home Federal Bank of Tennessee | 23,588 | $1.46M | 0.54% | −400−1.7% | Reduced |
| Old Point Trust & Financial Services N A | 23,595 | $1.46M | 0.64% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 23,637 | $1.47M | 0.75% | +220+0.9% | Added |
| Westhampton Capital, LLC | 23,638 | $1.47M | 0.94% | 00.0% | Unchanged |
| Key Financial Inc | 23,639 | $1.47M | 0.53% | −498−2.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 23,687 | $1.47M | 0.13% | +4,674+24.6% | Added |
| Hills Bank & Trust Co | 23,694 | $1.47M | 0.20% | +1,425+6.4% | Added |
| Credential Qtrade Securities Inc. | 23,708 | $1.47M | 0.10% | −104−0.4% | Reduced |
| Davidson Trust Co | 23,709 | $1.47M | 1.13% | +5,264+28.5% | Added |
| Terry L. Blaker | 23,724 | $1.47M | 0.13% | −6,554−21.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 23,830 | $1.48M | 0.13% | −1,734−6.8% | Reduced |
| Claret Asset Management Corp | 23,882 | $1.48M | 0.29% | −55−0.2% | Reduced |
| West Branch Capital LLC | 23,900 | $1.48M | 0.83% | −219−0.9% | Reduced |
| Atlas Brown,Inc. | 23,921 | $1.48M | 0.68% | −28−0.1% | Reduced |
| Forefront Wealth Management Inc. | 24,031 | $1.49M | 1.95% | −27,203−53.1% | Reduced |
| Lake Street Financial LLC | 24,101 | $1.49M | 0.28% | +1,818+8.2% | Added |
| Ferguson Wellman Capital Management, Inc | 24,126 | $1.50M | 0.04% | −98−0.4% | Reduced |
| Syntal Capital Partners, LLC | 23,995 | $1.50M | 0.55% | +767+3.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 24,197 | $1.50M | 0.25% | +2,895+13.6% | Added |
| Blue Fin Capital, Inc. | 23,639 | $1.51M | 0.49% | −224−0.9% | Reduced |
| WBH Advisory Inc | 24,305 | $1.51M | 0.19% | +24,305 | New |
| JFS Wealth Advisors, LLC | 24,356 | $1.51M | 0.14% | +12,181+100.0% | Added |
| Financial Council Asset Management Inc | 24,361 | $1.51M | 1.23% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 24,407 | $1.51M | 0.09% | +1,548+6.8% | Added |
| High Net Worth Advisory Group LLC | 24,445 | $1.52M | 0.62% | +571+2.4% | Added |
| Smith Anglin Financial, LLC | 24,610 | $1.53M | 0.23% | −81−0.3% | Reduced |
| Beacon Investment Advisors LLC | 24,621 | $1.53M | 1.11% | 00.0% | Unchanged |
| Dodge & Cox | 24,635 | $1.53M | 0.00% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 24,781 | $1.54M | 0.64% | +817+3.4% | Added |
| Full Sail Capital, LLC | 24,825 | $1.54M | 0.14% | +893+3.7% | Added |
| St. Louis Financial Planners Asset Management, LLC | 24,878 | $1.54M | 1.75% | −117−0.5% | Reduced |
| Widmann Financial Services, Inc. | 24,882 | $1.54M | 1.56% | −100−0.4% | Reduced |
| Monument Capital Management | 24,914 | $1.55M | 0.52% | +3,436+16.0% | Added |
| Somerville Kurt F | 24,947 | $1.55M | 0.28% | −300−1.2% | Reduced |
| CIC Wealth, LLC | 24,968 | $1.55M | 0.58% | +870+3.6% | Added |
| Zenyatta Capital Management LP | 25,000 | $1.55M | 1.67% | −25,000−50.0% | Reduced |
| United Fire Group Inc | 25,000 | $1.55M | 0.97% | 00.0% | Unchanged |
| Barbara Oil Co. | 25,000 | $1.55M | 0.74% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 24,828 | $1.55M | 0.10% | +580+2.4% | Added |
| Naviter Wealth, LLC | 24,834 | $1.55M | 0.54% | +3,215+14.9% | Added |
| Hodges Capital Management Inc. | 26,600 | $1.55M | 0.13% | +804+3.1% | Added |
| Invst, LLC | 24,407 | $1.55M | 0.24% | +20,622+544.8% | Added |
| Courier Capital LLC | 25,130 | $1.56M | 0.17% | −1,450−5.5% | Reduced |
| Stiles Financial Services Inc | 25,147 | $1.56M | 0.84% | −261−1.0% | Reduced |
| Citizens & Northern Corp | 25,203 | $1.56M | 0.61% | +211+0.8% | Added |
| Pekin Hardy Strauss, Inc. | 25,469 | $1.58M | 0.25% | −46−0.2% | Reduced |
| Accretive Wealth Partners, LLC | 25,485 | $1.58M | 1.01% | −100.0% | Reduced |
| CoreFirst Bank & Trust | 25,498 | $1.58M | 1.15% | −2,212−8.0% | Reduced |
| V-Square Quantitative Management LLC | 25,504 | $1.58M | 1.46% | +25,504 | New |
| Red Cedar Investment Management, LLC | 25,519 | $1.58M | 0.24% | +7,800+44.0% | Added |
| Goepper Burkhardt LLC | 25,527 | $1.58M | 1.04% | −100−0.4% | Reduced |
| Bank of Nova Scotia Trust Co | 25,581 | $1.59M | 0.17% | −2,923−10.3% | Reduced |
| StoneX Group Inc. | 25,459 | $1.59M | 0.17% | +200+0.8% | Added |
| Boyd Watterson Asset Management LLC | 25,626 | $1.59M | 0.65% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 25,642 | $1.59M | 0.56% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 25,693 | $1.59M | 0.10% | +16,866+191.1% | Added |
| Boothbay Fund Management, LLC | 25,737 | $1.60M | 0.05% | −2,073−7.5% | Reduced |
| Nwam LLC | 25,880 | $1.61M | 0.16% | −2,765−9.7% | Reduced |
| Balyasny Asset Management LLC | 25,923 | $1.61M | 0.01% | −529,805−95.3% | Reduced |
| Beck Mack & Oliver LLC | 25,943 | $1.61M | 0.05% | −933−3.5% | Reduced |
| Financial Architects, Inc | 26,053 | $1.62M | 0.26% | −940−3.5% | Reduced |
| Tevis Investment Management | 26,072 | $1.62M | 1.64% | +68+0.3% | Added |
| Silver Lake Advisory, LLC | 26,095 | $1.62M | 0.90% | −5,535−17.5% | Reduced |
| Harrell Investment Partners, LLC | 25,469 | $1.62M | 0.58% | 00.0% | Unchanged |
| Fundamentun, LLC | 26,108 | $1.62M | 0.27% | +691+2.7% | Added |
| Coastal Bridge Advisors, LLC | 26,133 | $1.62M | 0.41% | −834−3.1% | Reduced |
| G&S Capital LLC | 26,204 | $1.63M | 0.72% | +739+2.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,249 | $1.63M | 0.11% | +2,371+9.9% | Added |
| Boyar Asset Management Inc. | 26,254 | $1.63M | 1.26% | −278−1.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 26,309 | $1.63M | 1.07% | +2,035+8.4% | Added |
| Front Row Advisors LLC | 26,117 | $1.63M | 0.78% | −163−0.6% | Reduced |
| Paradigm Financial Partners, LLC | 26,316 | $1.63M | 0.44% | +280+1.1% | Added |
| Aprio Wealth Management, LLC | 26,384 | $1.64M | 0.50% | −153−0.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 26,456 | $1.64M | 0.08% | −54,617−67.4% | Reduced |
| Linscomb & Williams, Inc. | 26,588 | $1.65M | 0.09% | −49,001−64.8% | Reduced |