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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 3,281 | $203.5K | 0.07% | +3,281 | New |
| Altus Wealth Group LLC | 3,286 | $203.8K | 0.14% | +100+3.1% | Added |
| Cottage Street Advisors LLC | 3,289 | $204.0K | 0.16% | +3,289 | New |
| Northeast Financial Group, Inc. | 3,339 | $204.8K | 0.15% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 3,397 | $204.9K | 0.11% | +3,397 | New |
| Inspirion Wealth Advisors, LLC | 3,306 | $205.1K | 0.04% | +3,306 | New |
| Strategic Point Investment Advisors, LLC | 3,310 | $205.3K | 0.05% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 3,317 | $205.7K | 0.17% | 00.0% | Unchanged |
| Cim, LLC | 3,324 | $206.2K | 0.04% | +3,324 | New |
| Financial Engines Advisors L.L.C. | 3,305 | $206.4K | 0.00% | −263−7.4% | Reduced |
| Ofi Invest Asset Management | 12,814,654 | $206.6K | 1.07% | +12,814,654 | New |
| Dark Forest Capital Management LP | 3,336 | $206.9K | 0.05% | +3,336 | New |
| JTC Employer Solutions Trusteee Ltd | 3,332 | $207.0K | 0.02% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 3,343 | $207.4K | 0.12% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 3,346 | $207.6K | 0.10% | +3,346 | New |
| SlateStone Wealth, LLC | 3,360 | $208.0K | 0.04% | 00.0% | Unchanged |
| Charles Schwab Investment Advisory, Inc. | 3,362 | $208.5K | 0.00% | +115+3.5% | Added |
| Barber Financial Group, Inc. | 3,364 | $208.7K | 0.04% | −225−6.3% | Reduced |
| Canton Hathaway, LLC | 3,370 | $209.0K | 0.07% | 00.0% | Unchanged |
| Private Asset Management Inc | 3,374 | $209.3K | 0.03% | +39+1.2% | Added |
| Investment Research & Advisory Group, Inc. | 3,377 | $209.5K | 0.14% | 00.0% | Unchanged |
| Castleark Management LLC | 3,397 | $210.7K | 0.01% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,399 | $210.8K | 0.08% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 3,400 | $210.9K | 0.04% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 3,407 | $211.4K | 0.15% | +3,407 | New |
| Prosperity Wealth Management, Inc. | 3,408 | $211.4K | 0.17% | −326−8.7% | Reduced |
| Weaver Consulting Group | 3,422 | $212.3K | 0.10% | +11+0.3% | Added |
| JSF Financial, LLC | 3,427 | $212.6K | 0.08% | +211+6.6% | Added |
| Ballew Advisors, Inc | 3,513 | $212.6K | 0.16% | +3,513 | New |
| Zevin Asset Management LLC | 3,440 | $213.0K | 0.04% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,439 | $213.3K | 0.13% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,456 | $214.3K | 0.14% | +27+0.8% | Added |
| Horan Capital Advisors, LLC. | 3,464 | $214.9K | 0.09% | +67+2.0% | Added |
| White Pine Capital LLC | 3,470 | $215.2K | 0.08% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 3,481 | $215.9K | 0.13% | +72+2.1% | Added |
| Mascoma Wealth Management LLC | 3,366 | $215.9K | 0.06% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 3,483 | $216.0K | 0.08% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 3,484 | $216.1K | 0.13% | +225+6.9% | Added |
| Royal Harbor Partners, LLC | 3,491 | $216.5K | 0.12% | 00.0% | Unchanged |
| Youngs Advisory Group, Inc. | 3,494 | $216.7K | 0.12% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,515 | $218.0K | 0.09% | −518−12.8% | Reduced |
| Peninsula Wealth, LLC | 3,522 | $218.4K | 0.06% | +371+11.8% | Added |
| Fort Point Capital Partners LLC | 3,523 | $218.5K | 0.04% | +3,523 | New |
| Chelsea Counsel Co | 3,500 | $218.7K | 0.11% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,529 | $219.0K | 0.02% | +38+1.1% | Added |
| Chapman Investment Management, LLC | 3,533 | $219.2K | 0.18% | −387−9.9% | Reduced |
| Thrive Capital Management, LLC | 3,544 | $219.2K | 0.14% | +3,544 | New |
| Dentgroup LLC | 3,534 | $219.2K | 0.18% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 3,539 | $219.5K | 0.09% | +3,539 | New |
| Measured Wealth Private Client Group, LLC | 3,541 | $219.6K | 0.08% | −145−3.9% | Reduced |
| Amussen Hunsaker Associates LLC | 3,549 | $220.1K | 0.06% | −110−3.0% | Reduced |
| Parkside Advisors LLC | 3,550 | $220.3K | 0.07% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 3,555 | $220.5K | 0.02% | 00.0% | Unchanged |
| TCWP LLC | 3,562 | $220.9K | 0.04% | −845−19.2% | Reduced |
| Artisan Partners Limited Partnership | 3,563 | $221.0K | 0.00% | +249+7.5% | Added |
| OneAscent Financial Services LLC | 3,550 | $222.0K | 0.09% | +3,550 | New |
| Ten Capital Wealth Advisors, LLC | 3,584 | $222.3K | 0.07% | +162+4.7% | Added |
| Plante Moran Financial Advisors, LLC | 3,585 | $222.4K | 0.03% | −4,684−56.6% | Reduced |
| Private Wealth Strategies, L.L.C. | 3,592 | $222.8K | 0.06% | 00.0% | Unchanged |
| Lewis Capital Management, LLC | 3,595 | $223.0K | 0.34% | −728−16.8% | Reduced |
| Centennial Bank | 3,598 | $223.2K | 0.15% | −3,338−48.1% | Reduced |
| WFA of San Diego, LLC | 3,600 | $223.3K | 0.23% | −260−6.7% | Reduced |
| Birchcreek Wealth Management, LLC | 3,605 | $223.6K | 0.18% | +3,605 | New |
| Walker Asset Management, LLC | 3,609 | $223.9K | 0.19% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 3,612 | $224.1K | 0.05% | +8+0.2% | Added |
| Aspen Grove Capital, LLC | 3,607 | $225.1K | 0.10% | −608−14.4% | Reduced |
| Sageworth Trust Co | 3,633 | $225.4K | 0.02% | +121+3.4% | Added |
| Engrave Wealth Partners LLC | 3,531 | $225.5K | 0.08% | +45+1.3% | Added |
| Eldridge Investment Advisors, Inc. | 3,648 | $226.0K | 0.08% | +10.0% | Added |
| Hourglass Capital, LLC | 3,649 | $226.3K | 0.08% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,654 | $226.7K | 0.05% | −495−11.9% | Reduced |
| Winthrop Advisory Group LLC | 3,629 | $226.8K | 0.04% | −385−9.6% | Reduced |
| K.J. Harrison & Partners Inc | 3,657 | $226.8K | 0.05% | +40+1.1% | Added |
| New Jersey Better Educational Savings Trust | 3,666 | $227.4K | 0.62% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 3,669 | $227.6K | 0.03% | −150−3.9% | Reduced |
| Long Run Wealth Advisors, LLC | 3,670 | $227.7K | 0.08% | +200+5.8% | Added |
| Oxbow Advisors, LLC | 3,675 | $228.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3,677 | $228.1K | 0.04% | +478+14.9% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,682 | $228.4K | 0.07% | −98−2.6% | Reduced |
| Reston Wealth Management LLC | 3,687 | $228.7K | 0.12% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 3,688 | $228.8K | 0.21% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 3,635 | $229.0K | 0.17% | +3,635 | New |
| Financial Planning & Information Services, Inc. | 3,715 | $230.4K | 0.04% | −396−9.6% | Reduced |
| Rollins Financial | 3,721 | $230.8K | 0.08% | −45,760−92.5% | Reduced |
| PFS Partners, LLC | 3,726 | $231.1K | 0.23% | +200+5.7% | Added |
| Fort Sheridan Advisors LLC | 3,739 | $231.9K | 0.06% | −530−12.4% | Reduced |
| Lesa Sroufe & Co | 3,737 | $232.0K | 0.23% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,729 | $232.0K | 0.02% | +941+33.8% | Added |
| Menard Financial Group LLC | 3,743 | $232.2K | 0.54% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 3,756 | $233.0K | 0.01% | +181+5.1% | Added |
| Lifestyle Asset Management, Inc. | 3,769 | $233.8K | 0.16% | +310+9.0% | Added |
| NBW Capital LLC | 3,771 | $233.9K | 0.06% | −147−3.8% | Reduced |
| Manchester Financial Inc | 3,783 | $234.6K | 0.07% | −175−4.4% | Reduced |
| Jackson Square Capital, LLC | 3,790 | $235.1K | 0.11% | −8,531−69.2% | Reduced |
| Cabot Wealth Management Inc | 3,809 | $236.0K | 0.04% | 00.0% | Unchanged |
| Compass Financial Group, INC | 3,808 | $236.2K | 0.08% | +134+3.6% | Added |
| Aspen Wealth Strategies, LLC | 3,809 | $236.3K | 0.18% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,817 | $236.7K | 0.19% | +10.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,820 | $237.0K | 0.03% | +109+2.9% | Added |
| Mach-1 Financial Group, Inc. | 3,960 | $237.1K | 1.51% | −16,010−80.2% | Reduced |