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
- 2,882
- +61 vs. Q4 2022
- Shares held
- 3.04B
- +432.1K (0.0%) vs. Q4 2022
- Total value
- $187.9B
- −$5.16B (−2.7%) vs. Q4 2022
- New holders
- 161
- 1,134 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Ayalon Holdings Ltd. | 810 | $57.0K | 0.02% | −18,560−95.8% | Reduced |
| PrairieView Partners, LLC | 927 | $57.0K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 950 | $58.9K | 0.06% | −32−3.3% | Reduced |
| Mizuho Securities Co. Ltd. | 960 | $59.5K | 0.19% | −930−49.2% | Reduced |
| Graham Capital Wealth Management, LLC | 977 | $60.6K | 0.09% | +977 | New |
| Western Pacific Wealth Management, LP | 996 | $61.8K | 0.05% | +996 | New |
| Maryland Capital Advisors Inc. | 1,000 | $62.0K | 0.05% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,000 | $62.0K | 0.05% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,015 | $63.0K | 0.04% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1,016 | $63.0K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,034 | $64.0K | 0.04% | −7,908−88.4% | Reduced |
| Cowen Prime Advisors LLC | 1,000 | $64.0K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,052 | $65.1K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,077 | $67.4K | 0.04% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1,096 | $68.0K | 0.00% | +18+1.7% | Added |
| Abound Wealth Management | 1,126 | $69.8K | 0.03% | +295+35.5% | Added |
| DB Wealth Management Group, LLC | 1,135 | $70.4K | 0.04% | 00.0% | Unchanged |
| Financial Freedom, LLC | 1,152 | $71.5K | 0.05% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,152 | $71.5K | 0.11% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,187 | $74.0K | 0.01% | −1,854−61.0% | Reduced |
| Tradewinds Capital Management, LLC | 1,216 | $75.4K | 0.02% | −165−11.9% | Reduced |
| Harvest Portfolios Group Inc. | 1,260 | $78.2K | 0.00% | +1,260 | New |
| Coastal Capital Group, Inc. | 1,283 | $79.6K | 0.02% | −20−1.5% | Reduced |
| Optimum Investment Advisors | 1,298 | $80.5K | 0.04% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 1,334 | $82.7K | 0.08% | −4−0.3% | Reduced |
| Global Wealth Strategies & Associates | 1,358 | $84.2K | 0.04% | +198+17.1% | Added |
| Hillsdale Investment Management Inc. | 1,364 | $84.6K | 0.01% | +350+34.5% | Added |
| Pointe Capital Management LLC | 1,393 | $86.4K | 0.06% | +1,393 | New |
| Kelly Financial Services LLC | 1,395 | $86.5K | 0.04% | +171+14.0% | Added |
| Operose Advisors LLC | 1,400 | $86.8K | 0.04% | −135−8.8% | Reduced |
| Westchester Capital Management, Inc. | 1,405 | $87.2K | 0.03% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,451 | $90.0K | 0.03% | −12−0.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,459 | $90.5K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,496 | $92.8K | 0.06% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,500 | $93.0K | 0.06% | −312−17.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1,529 | $94.8K | 0.01% | +665+77.0% | Added |
| Halpern Financial, Inc. | 1,536 | $95.3K | 0.03% | −49−3.1% | Reduced |
| Islay Capital Management, LLC | 1,707 | $105.9K | 0.10% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1,736 | $107.7K | 0.03% | −10−0.6% | Reduced |
| Antonetti Capital Management LLC | 1,750 | $108.6K | 0.16% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,750 | $108.6K | 0.08% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,777 | $110.2K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1,800 | $111.7K | 0.07% | −200−10.0% | Reduced |
| Lipe & Dalton | 1,800 | $112.0K | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,826 | $113.3K | 0.05% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,892 | $115.0K | 0.10% | −2−0.1% | Reduced |
| Tortoise Investment Management, LLC | 1,890 | $117.2K | 0.02% | +11+0.6% | Added |
| Byrne Asset Management LLC | 2,005 | $124.0K | 0.09% | −75−3.6% | Reduced |
| Hollencrest Capital Management | 2,000 | $124.1K | 0.01% | −777−28.0% | Reduced |
| Perkins Coie Trust Co | 2,011 | $124.7K | 0.04% | +171+9.3% | Added |
| Lowe Wealth Advisors, LLC | 2,038 | $126.4K | 0.07% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2,099 | $130.2K | 0.01% | +95+4.7% | Added |
| Virtus Investment Advisers, Inc. | 2,108 | $130.8K | 0.09% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,138 | $132.6K | 0.05% | −182−7.8% | Reduced |
| Johnson Midwest Financial, LLC | 2,159 | $133.9K | 0.19% | +113+5.5% | Added |
| Column Capital Advisors, LLC | 2,171 | $134.7K | 0.02% | −86−3.8% | Reduced |
| HWG Holdings LP | 2,238 | $138.8K | 0.08% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,300 | $142.7K | 0.10% | 00.0% | Unchanged |
| Private Ocean, LLC | 2,307 | $143.1K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,341 | $145.2K | 0.09% | +170+7.8% | Added |
| GoalVest Advisory LLC | 2,341 | $145.2K | 0.09% | −439−15.8% | Reduced |
| Country Trust Bank | 2,387 | $148.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,392 | $148.4K | 0.02% | +632+35.9% | Added |
| WealthPlan Investment Management, LLC | 2,395 | $148.5K | 0.03% | −8,880−78.8% | Reduced |
| Trifecta Capital Advisors, LLC | 2,411 | $149.6K | 0.05% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2,415 | $150.0K | 0.07% | +630+35.3% | Added |
| Focused Wealth Management, Inc | 2,466 | $152.9K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 2,494 | $154.7K | 0.18% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,524 | $156.6K | 0.16% | −185−6.8% | Reduced |
| Schubert & Co | 2,529 | $156.9K | 0.14% | −764−23.2% | Reduced |
| Atlas Capital Advisors LLC | 2,627 | $163.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,697 | $167.3K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,707 | $167.9K | 0.06% | +2,615+2,842.4% | Added |
| Accel Wealth Management | 2,735 | $169.7K | 0.07% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,742 | $170.1K | 0.01% | +345+14.4% | Added |
| Tradition Wealth Management, LLC | 2,771 | $172.0K | 0.02% | +688+33.0% | Added |
| Kessler Investment Group, LLC | 2,778 | $172.3K | 0.12% | +99+3.7% | Added |
| SJS Investment Consulting Inc. | 2,790 | $173.1K | 0.05% | −121−4.2% | Reduced |
| Bourgeon Capital Management LLC | 2,805 | $174.0K | 0.04% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 2,911 | $180.6K | 0.06% | −1,660−36.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,003 | $186.3K | 0.02% | +31+1.0% | Added |
| Acima Private Wealth, LLC | 3,045 | $188.9K | 0.09% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 3,045 | $188.9K | 0.18% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3,064 | $190.1K | 0.08% | +2,723+798.5% | Added |
| Covestor Ltd | 3,130 | $194.0K | 0.17% | +194+6.6% | Added |
| Studio Investment Management LLC | 3,112 | $195.4K | 0.06% | −1,502−32.6% | Reduced |
| Ellevest, Inc. | 3,174 | $196.9K | 0.02% | +235+8.0% | Added |
| Bellevue Asset Management, LLC | 3,186 | $197.7K | 0.13% | +200+6.7% | Added |
| Truvestments Capital LLC | 3,191 | $197.9K | 0.11% | −64−2.0% | Reduced |
| Charles Schwab Trust Co | 3,225 | $200.0K | 0.02% | +3,225 | New |
| Ervin Investment Management, LLC | 3,237 | $200.2K | 0.17% | −150−4.4% | Reduced |
| Fairview Capital Investment Management, LLC | 3,234 | $200.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3,234 | $200.6K | 0.15% | +673+26.3% | Added |
| Evanson Asset Management, LLC | 3,235 | $200.7K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 3,235 | $200.7K | 0.17% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 3,237 | $200.8K | 0.15% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,246 | $201.3K | 0.14% | +290+9.8% | Added |
| Wealth Effects LLC | 3,250 | $201.6K | 0.10% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 3,257 | $202.0K | 0.13% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 3,280 | $203.5K | 0.17% | +3,280 | New |