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 |
|---|---|---|---|---|---|
| Enterprise Bank & Trust Co | 3,824 | $237.2K | 0.10% | +60+1.6% | Added |
| Trinity Financial Advisors LLC | 3,833 | $237.8K | 0.15% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,835 | $237.9K | 0.10% | −3,236−45.8% | Reduced |
| Sara-Bay Financial | 3,839 | $238.1K | 0.12% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,840 | $238.2K | 0.07% | +442+13.0% | Added |
| Summit Financial Wealth Advisors, LLC | 3,841 | $238.3K | 0.06% | −5−0.1% | Reduced |
| Viewpoint Capital Management LLC | 3,845 | $238.5K | 0.21% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,845 | $238.5K | 0.03% | +76+2.0% | Added |
| Kathmere Capital Management, LLC | 3,845 | $238.5K | 0.04% | +538+16.3% | Added |
| Wedgewood Investors Inc | 3,846 | $238.6K | 0.31% | −75−1.9% | Reduced |
| Horizon Wealth Management, LLC | 3,853 | $239.0K | 0.18% | −2,556−39.9% | Reduced |
| Southland Equity Partners LLC | 3,859 | $239.4K | 0.09% | +192+5.2% | Added |
| AlphaCentric Advisors LLC | 3,892 | $241.4K | 0.17% | −71−1.8% | Reduced |
| Citizens Business Bank | 3,900 | $241.9K | 0.06% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 3,824 | $243.1K | 0.25% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,921 | $243.2K | 0.04% | +410+11.7% | Added |
| Granite FO LLC | 3,793 | $243.3K | 0.15% | +3,600+1,865.3% | Added |
| Valley National Advisers Inc | 3,816 | $244.0K | 0.04% | −1,656−30.3% | Reduced |
| Essential Planning, LLC. | 3,944 | $244.6K | 0.15% | −535−11.9% | Reduced |
| Carderock Capital Management Inc | 3,950 | $245.0K | 0.09% | −275−6.5% | Reduced |
| CM Wealth Advisors LLC | 3,864 | $246.0K | 0.05% | +64+1.7% | Added |
| MBE Wealth Management, LLC | 3,970 | $246.2K | 0.14% | −200−4.8% | Reduced |
| Austin Private Wealth, LLC | 3,972 | $246.4K | 0.04% | +321+8.8% | Added |
| Castleview Partners, LLC | 3,973 | $246.4K | 0.22% | +167+4.4% | Added |
| Financial Advisors, LLC | 3,978 | $246.7K | 0.06% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,979 | $246.8K | 0.10% | −10.0% | Reduced |
| Pin Oak Investment Advisors Inc | 3,987 | $247.0K | 0.31% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,984 | $247.1K | 0.15% | +457+13.0% | Added |
| Aufman Associates Inc | 3,995 | $247.8K | 0.21% | −48−1.2% | Reduced |
| E&G Advisors, LP | 3,998 | $248.0K | 0.09% | +100+2.6% | Added |
| Goodwin Daniel L | 4,000 | $248.1K | 0.13% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 4,000 | $248.1K | 0.22% | 00.0% | Unchanged |
| Madison Wealth Management | 4,027 | $249.8K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,030 | $250.0K | 0.10% | +4,030 | New |
| MPS Loria Financial Planners, LLC | 4,034 | $250.3K | 0.10% | −170−4.0% | Reduced |
| WMG Financial Advisors, LLC | 3,514 | $251.0K | 0.21% | −1,427−28.9% | Reduced |
| Iron Horse Wealth Management, LLC | 4,054 | $251.5K | 0.13% | +200+5.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,064 | $252.1K | 0.22% | +209+5.4% | Added |
| Old Mission Investment Co LLC | 4,065 | $252.2K | 0.10% | +20+0.5% | Added |
| DeDora Capital, Inc. | 4,066 | $252.2K | 0.11% | −159−3.8% | Reduced |
| Benin Management CORP | 4,072 | $252.6K | 0.10% | −225−5.2% | Reduced |
| Cheviot Value Management, LLC | 4,084 | $253.3K | 0.06% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 4,089 | $253.7K | 0.08% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 4,090 | $253.7K | 0.18% | 00.0% | Unchanged |
| McRae Capital Management Inc | 4,093 | $253.9K | 0.07% | −80−1.9% | Reduced |
| Disciplined Investments, LLC | 4,097 | $254.2K | 0.11% | +3,298+412.8% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $254.3K | 0.18% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4,124 | $255.9K | 0.02% | +142+3.6% | Added |
| Puzo Michael J | 4,125 | $255.9K | 0.09% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 4,125 | $255.9K | 0.21% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,142 | $257.0K | 0.19% | −449−9.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 4,145 | $257.1K | 0.04% | −309−6.9% | Reduced |
| Trinity Legacy Partners, LLC | 4,148 | $257.3K | 0.10% | +4,148 | New |
| Northwest Capital Management Inc | 4,152 | $257.5K | 0.13% | +7+0.2% | Added |
| Liberty Capital Management, Inc. | 4,164 | $258.3K | 0.08% | −1,000−19.4% | Reduced |
| Avalon Trust Co | 4,165 | $258.3K | 0.03% | +4,165 | New |
| 626 Financial, LLC | 4,165 | $258.3K | 0.17% | +41+1.0% | Added |
| West Bancorporation Inc | 4,172 | $258.8K | 0.20% | −305−6.8% | Reduced |
| Signet Financial Management, LLC | 4,175 | $259.0K | 0.04% | −401−8.8% | Reduced |
| Baugh & Associates, LLC | 4,193 | $260.1K | 0.17% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,171 | $260.4K | 0.03% | +15+0.4% | Added |
| DGS Capital Management, LLC | 4,212 | $261.2K | 0.15% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 4,212 | $261.3K | 0.29% | +4,212 | New |
| Capital Insight Partners, LLC | 4,216 | $261.5K | 0.06% | −56−1.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,221 | $261.8K | 0.04% | +134+3.3% | Added |
| Scott & Selber, Inc. | 4,230 | $262.0K | 0.11% | −25−0.6% | Reduced |
| Wela Strategies, Inc. | 4,225 | $262.1K | 0.14% | −279−6.2% | Reduced |
| Brainard Capital Management LLC | 4,227 | $262.2K | 0.20% | −86−2.0% | Reduced |
| Well Done, LLC | 4,227 | $262.2K | 0.06% | −6−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 4,229 | $262.3K | 0.21% | +315+8.0% | Added |
| SOL Capital Management CO | 4,239 | $262.9K | 0.04% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 4,244 | $263.2K | 0.18% | +36+0.9% | Added |
| Palladiem, LLC | 4,244 | $263.3K | 0.28% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 4,245 | $263.3K | 0.12% | +391+10.1% | Added |
| Hall Laurie J Trustee | 4,250 | $264.0K | 0.11% | −200−4.5% | Reduced |
| Cumberland Advisors Inc | 4,268 | $264.7K | 0.11% | +4,268 | New |
| Insight Advisors, LLC | 4,269 | $264.8K | 0.06% | −2,372−35.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,272 | $265.0K | 0.07% | −161−3.6% | Reduced |
| Gsa Capital Partners LLP | 4,268 | $265.0K | 0.03% | +4,268 | New |
| Gladius Capital Management LP | 4,281 | $265.6K | 0.08% | −1,418−24.9% | Reduced |
| Bank of Stockton | 4,286 | $265.9K | 0.09% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 4,290 | $266.1K | 0.03% | −834−16.3% | Reduced |
| Paradigm Asset Management Co LLC | 4,300 | $266.7K | 0.07% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 4,302 | $266.9K | 0.15% | +232+5.7% | Added |
| Syntax Advisors, LLC | 4,302 | $266.9K | 0.20% | +232+5.7% | Added |
| Tucker Asset Management LLC | 4,303 | $266.9K | 0.08% | +957+28.6% | Added |
| Fca Corp | 4,320 | $268.0K | 0.10% | +504+13.2% | Added |
| Verus Financial Partners, Inc. | 4,209 | $268.2K | 0.04% | −1,444−25.5% | Reduced |
| Kelman-Lazarov, Inc. | 4,351 | $269.9K | 0.07% | +714+19.6% | Added |
| Southern Capital Advisors, LLC | 4,351 | $269.9K | 0.20% | −1,119−20.5% | Reduced |
| Merriman Wealth Management, LLC | 4,339 | $269.9K | 0.01% | +859+24.7% | Added |
| Single Point Partners, LLC | 4,351 | $270.0K | 0.06% | −3,350−43.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,356 | $270.2K | 0.07% | +414+10.5% | Added |
| Trellis Advisors, LLC | 4,357 | $270.3K | 0.13% | +519+13.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,358 | $270.4K | 0.15% | +4,358 | New |
| Vahanian & Associates Financial Planning Inc. | 4,362 | $270.6K | 0.75% | 00.0% | Unchanged |
| US Asset Management LLC | 4,374 | $271.0K | 0.28% | −31−0.7% | Reduced |
| Westside Investment Management, Inc. | 4,376 | $271.5K | 0.08% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,378 | $271.6K | 0.03% | −90−2.0% | Reduced |
| Castle Wealth Management LLC | 4,359 | $272.3K | 0.21% | −100−2.2% | Reduced |