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 |
|---|---|---|---|---|---|
| Exeter Financial, LLC | 31,665 | $1.99M | 0.99% | −740−2.3% | Reduced |
| Radnor Capital Management, LLC | 32,141 | $1.99M | 0.52% | +6,634+26.0% | Added |
| Mission Wealth Management, LP | 32,208 | $2.00M | 0.08% | −1,977−5.8% | Reduced |
| Adirondack Trust Co | 32,257 | $2.00M | 1.01% | +818+2.6% | Added |
| Mairs & Power Inc | 32,284 | $2.00M | 0.02% | +4,123+14.6% | Added |
| Osborne Partners Capital Management, LLC | 32,327 | $2.01M | 0.15% | +132+0.4% | Added |
| Cobblestone Capital Advisors LLC | 32,401 | $2.01M | 0.15% | +634+2.0% | Added |
| Arden Trust Co | 32,402 | $2.01M | 0.36% | −5,581−14.7% | Reduced |
| Core Wealth Advisors, Inc. | 32,443 | $2.01M | 0.80% | +8,134+33.5% | Added |
| Caxton Associates LP | 32,463 | $2.01M | 0.32% | +6,635+25.7% | Added |
| Manchester Capital Management LLC | 32,465 | $2.01M | 0.26% | +3,689+12.8% | Added |
| Papp L Roy & Associates | 32,563 | $2.02M | 0.27% | 00.0% | Unchanged |
| Nomura Holdings Inc | 32,577 | $2.02M | 0.02% | −113,423−77.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 32,623 | $2.02M | 0.15% | −15,635−32.4% | Reduced |
| D.B. Root & Company, LLC | 32,635 | $2.02M | 0.80% | +868+2.7% | Added |
| Smith Shellnut Wilson LLC | 32,768 | $2.03M | 1.24% | 00.0% | Unchanged |
| Fruth Investment Management | 32,827 | $2.04M | 0.59% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 32,890 | $2.04M | 0.72% | +472+1.5% | Added |
| Geneos Wealth Management Inc. | 32,923 | $2.04M | 0.12% | +938+2.9% | Added |
| First Foundation Advisors | 32,927 | $2.04M | 0.09% | +1,464+4.7% | Added |
| Alpha DNA Investment Management LLC | 32,941 | $2.04M | 1.05% | +16,267+97.6% | Added |
| Marshall Financial Group LLC | 32,999 | $2.05M | 0.73% | −1,428−4.1% | Reduced |
| WESPAC Advisors, LLC | 33,118 | $2.05M | 1.93% | +33,118 | New |
| Summit X, LLC | 33,155 | $2.06M | 0.53% | −1,706−4.9% | Reduced |
| Fisher Asset Management, LLC | 33,344 | $2.07M | 0.00% | −2,487−6.9% | Reduced |
| Nicolet Bankshares Inc | 39,935 | $2.07M | 0.67% | +2,446+6.5% | Added |
| NatWest Group plc | 33,403 | $2.07M | 1.12% | +155+0.5% | Added |
| Veracity Capital LLC | 33,520 | $2.08M | 0.96% | +100.0% | Added |
| Sentry Investment Management LLC | 33,838 | $2.10M | 0.86% | +3,330+10.9% | Added |
| BKD Wealth Advisors, LLC | 33,999 | $2.11M | 0.07% | −513−1.5% | Reduced |
| WoodTrust Financial Corp | 34,050 | $2.11M | 0.41% | +500+1.5% | Added |
| Thompson Investment Management, Inc. | 34,074 | $2.11M | 0.36% | 00.0% | Unchanged |
| Brighton Jones LLC | 34,238 | $2.12M | 0.12% | −373−1.1% | Reduced |
| Nations Financial Group Inc, | 34,345 | $2.13M | 0.22% | +138+0.4% | Added |
| Boston Financial Mangement LLC | 34,351 | $2.13M | 0.08% | −5,114−13.0% | Reduced |
| Stokes Family Office, LLC | 34,490 | $2.14M | 0.27% | +210+0.6% | Added |
| Pathway Financial Advisers, LLC | 34,605 | $2.15M | 0.86% | +663+2.0% | Added |
| Secure Asset Management, LLC | 34,700 | $2.15M | 0.72% | +2,289+7.1% | Added |
| Chilton Investment Co LLC | 34,705 | $2.15M | 0.07% | −496−1.4% | Reduced |
| TBH Global Asset Management, LLC | 35,010 | $2.17M | 0.46% | +1,022+3.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 35,050 | $2.17M | 0.52% | −3,708−9.6% | Reduced |
| Deseret Mutual Benefit Administrators | 35,081 | $2.18M | 0.86% | −1,900−5.1% | Reduced |
| Ignite Planners, LLC | 34,744 | $2.18M | 0.89% | +535+1.6% | Added |
| Kavar Capital Partners Group, LLC | 35,145 | $2.18M | 0.47% | −1,294−3.6% | Reduced |
| Investors Asset Management of Georgia Inc | 35,284 | $2.19M | 1.17% | −3,250−8.4% | Reduced |
| CVA Family Office, LLC | 35,530 | $2.20M | 0.49% | +1,020+3.0% | Added |
| Smith, Moore & Co. | 35,568 | $2.21M | 0.30% | +483+1.4% | Added |
| Banco de Sabadell, S.A | 35,553 | $2.21M | 1.84% | +1,623+4.8% | Added |
| Barr E S & Co | 35,786 | $2.22M | 0.18% | −25−0.1% | Reduced |
| Northstar Group, Inc. | 35,870 | $2.23M | 0.57% | −100−0.3% | Reduced |
| Jag Capital Management, LLC | 35,921 | $2.23M | 0.29% | −1,309−3.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 36,089 | $2.24M | 0.21% | +36,089 | New |
| Merit Financial Group, LLC | 36,103 | $2.24M | 0.08% | +4,480+14.2% | Added |
| Independent Investors Inc | 36,225 | $2.25M | 0.56% | −1,875−4.9% | Reduced |
| Capital Investment Advisory Services, LLC | 36,384 | $2.26M | 0.27% | −3,071−7.8% | Reduced |
| Inscription Capital, LLC | 36,514 | $2.26M | 0.60% | +1,351+3.8% | Added |
| Cacti Asset Management LLC | 36,600 | $2.27M | 0.21% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 36,713 | $2.28M | 1.21% | −482−1.3% | Reduced |
| Lumature Wealth Partners, LLC | 36,753 | $2.28M | 1.28% | +226+0.6% | Added |
| Advisors Management Group Inc | 36,849 | $2.29M | 0.73% | −26−0.1% | Reduced |
| Baader Bank INC | 37,067 | $2.29M | 0.17% | +17,967+94.1% | Added |
| First Business Financial Services, Inc. | 36,905 | $2.29M | 0.29% | 00.0% | Unchanged |
| Gifford Fong Associates | 37,000 | $2.29M | 0.60% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 37,035 | $2.30M | 1.00% | +257+0.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 37,090 | $2.30M | 1.60% | +450+1.2% | Added |
| Summit Financial, LLC | 36,913 | $2.31M | 0.20% | +2,064+5.9% | Added |
| Harbour Investments, Inc. | 37,270 | $2.31M | 0.13% | +323+0.9% | Added |
| TrimTabs Asset Management, LLC | 37,397 | $2.32M | 1.24% | +4,880+15.0% | Added |
| Bragg Financial Advisors, Inc | 37,406 | $2.32M | 0.14% | −605−1.6% | Reduced |
| Wolverine Trading, LLC | 37,631 | $2.33M | 0.07% | −1,024,922−96.5% | Reduced |
| Regatta Capital Group, LLC | 36,595 | $2.33M | 0.83% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 37,588 | $2.33M | 0.79% | −320−0.8% | Reduced |
| Shoker Investment Counsel, Inc. | 37,741 | $2.34M | 1.02% | +25+0.1% | Added |
| Clarius Group, LLC | 38,033 | $2.36M | 0.20% | −1,005−2.6% | Reduced |
| Roundview Capital LLC | 38,047 | $2.36M | 0.25% | −950−2.4% | Reduced |
| Evergreen Capital Management LLC | 37,889 | $2.37M | 0.11% | +10,078+36.2% | Added |
| Fidelis Capital Partners, LLC | 37,097 | $2.37M | 1.01% | +37,097 | New |
| Arbor Capital Management Inc | 38,112 | $2.39M | 1.94% | +1,207+3.3% | Added |
| Atlantic Union Bankshares Corp | 38,528 | $2.39M | 0.25% | −4,828−11.1% | Reduced |
| Ogorek Anthony Joseph | 38,679 | $2.40M | 0.98% | −9,508−19.7% | Reduced |
| Forum Financial Management, LP | 38,712 | $2.40M | 0.07% | −1,325−3.3% | Reduced |
| LBMC Investment Advisors, LLC | 38,769 | $2.40M | 0.24% | +7,650+24.6% | Added |
| Sterling Investment Counsel, LLC | 38,780 | $2.41M | 1.43% | −752−1.9% | Reduced |
| Signet Investment Advisory Group, Inc. | 38,795 | $2.41M | 1.66% | +2,110+5.8% | Added |
| Private Trust Co NA | 38,944 | $2.42M | 0.33% | −4,134−9.6% | Reduced |
| Founders Financial Securities LLC | 39,129 | $2.43M | 0.35% | +2,497+6.8% | Added |
| Anchor Capital Advisors LLC | 39,305 | $2.44M | 0.06% | −1,435−3.5% | Reduced |
| Foundations Investment Advisors, LLC | 39,311 | $2.44M | 0.09% | +7,531+23.7% | Added |
| Marino, Stram & Associates LLC | 39,372 | $2.44M | 0.74% | +380+1.0% | Added |
| DF Dent & Co Inc | 39,424 | $2.45M | 0.03% | +12,182+44.7% | Added |
| Koshinski Asset Management, Inc. | 39,572 | $2.45M | 0.24% | +831+2.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 39,581 | $2.46M | 0.21% | +2,877+7.8% | Added |
| Northeast Investment Management | 39,676 | $2.46M | 0.15% | 00.0% | Unchanged |
| Cohen Lawrence B | 39,677 | $2.46M | 1.65% | −4,665−10.5% | Reduced |
| North Star Asset Management Inc | 39,736 | $2.46M | 0.14% | +1,417+3.7% | Added |
| Allred Capital Management, LLC | 39,768 | $2.47M | 1.31% | +145+0.4% | Added |
| Prestige Wealth Management Group LLC | 39,615 | $2.47M | 0.62% | +19,995+101.9% | Added |
| Nilsine Partners, LLC | 39,931 | $2.48M | 0.39% | +39,931 | New |
| Coastal Investment Advisors, Inc. | 40,175 | $2.49M | 0.61% | −1,190−2.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 40,178 | $2.49M | 0.61% | −551−1.4% | Reduced |