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 |
|---|---|---|---|---|---|
| TFC Financial Management | 4,401 | $273.0K | 0.07% | +60+1.4% | Added |
| Curi Capital | 4,409 | $273.5K | 0.04% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 4,411 | $273.6K | 0.33% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 4,273 | $273.9K | 0.31% | −29−0.7% | Reduced |
| Asset Planning Corporation | 4,420 | $274.2K | 0.22% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4,420 | $274.2K | 0.23% | −45−1.0% | Reduced |
| Bensler, LLC | 4,421 | $274.3K | 0.06% | +199+4.7% | Added |
| Buckley Wealth Management, LLC | 4,440 | $275.4K | 0.10% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,442 | $275.6K | 0.15% | −31−0.7% | Reduced |
| Fragasso Group Inc. | 4,444 | $275.7K | 0.03% | 00.0% | Unchanged |
| RFP Financial Group LLC | 4,448 | $275.9K | 0.32% | −82,519−94.9% | Reduced |
| KRS Capital Management, LLC | 4,456 | $276.4K | 0.31% | 00.0% | Unchanged |
| Francis Financial, Inc. | 4,456 | $276.4K | 0.19% | +187+4.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 4,460 | $276.6K | 0.26% | −339−7.1% | Reduced |
| FLC Capital Advisors | 4,483 | $278.1K | 0.09% | +858+23.7% | Added |
| Benchmark Financial Wealth Advisors, LLC | 4,484 | $278.1K | 0.14% | −890−16.6% | Reduced |
| Instrumental Wealth, LLC | 4,370 | $278.1K | 0.37% | +4,370 | New |
| Verus Capital Partners, LLC | 4,486 | $278.3K | 0.04% | +86+2.0% | Added |
| Collective Family Office LLC | 4,491 | $278.6K | 0.11% | +300+7.2% | Added |
| Cook Wealth Management Group LLC | 4,381 | $279.0K | 0.24% | +119+2.8% | Added |
| Pathway Financial Advisors LLC | 4,504 | $279.4K | 0.09% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 4,505 | $279.4K | 0.07% | −10.0% | Reduced |
| Garrett Investment Advisors LLC | 4,509 | $279.7K | 0.04% | +33+0.7% | Added |
| Joule Financial, LLC | 4,481 | $279.9K | 0.15% | −3,235−41.9% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $280.5K | 0.06% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 4,522 | $280.5K | 0.24% | +391+9.5% | Added |
| McIlrath & Eck, LLC | 4,532 | $281.1K | 0.07% | +30+0.7% | Added |
| Childress Capital Advisors, LLC | 4,537 | $281.4K | 0.12% | −7,009−60.7% | Reduced |
| Pflug Koory, LLC | 4,537 | $281.4K | 0.15% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,482 | $281.5K | 0.21% | −153−3.3% | Reduced |
| Weybosset Research & Management LLC | 4,544 | $282.0K | 0.11% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4,554 | $282.5K | 0.08% | −851−15.7% | Reduced |
| Athena Investment Management | 4,560 | $282.8K | 0.20% | −250−5.2% | Reduced |
| Humankind Investments LLC | 4,561 | $282.9K | 0.12% | +97+2.2% | Added |
| Caldwell Sutter Capital, Inc. | 4,581 | $284.2K | 0.21% | +3,605+369.4% | Added |
| Three Bridge Wealth Advisors, LLC | 4,577 | $285.1K | 0.13% | +4,577 | New |
| Financial Insights, Inc. | 4,602 | $285.5K | 0.12% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,578 | $286.5K | 0.20% | +198+4.5% | Added |
| Paragon Financial Partners, Inc. | 4,627 | $287.0K | 0.30% | +20+0.4% | Added |
| Keystone Wealth Services, LLC | 4,633 | $287.4K | 0.12% | −28−0.6% | Reduced |
| BancFirst Trust & Investment Management | 4,652 | $287.8K | 0.17% | +419+9.9% | Added |
| Intelligent Financial Strategies | 4,607 | $287.9K | 0.23% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 4,643 | $288.0K | 0.11% | −103−2.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 4,647 | $288.2K | 0.15% | +546+13.3% | Added |
| Total Clarity Wealth Management, Inc. | 4,650 | $288.5K | 0.16% | +257+5.9% | Added |
| TruWealth Advisors, LLC | 4,651 | $288.5K | 0.03% | −542−10.4% | Reduced |
| Drake & Associates, LLC | 4,654 | $288.7K | 0.14% | +3+0.1% | Added |
| Sage Rhino Capital LLC | 4,658 | $288.9K | 0.08% | +185+4.1% | Added |
| TSFG, LLC | 4,661 | $289.0K | 0.11% | −117−2.4% | Reduced |
| Windsor Group LTD | 4,607 | $289.0K | 0.06% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,678 | $290.2K | 0.04% | +100+2.2% | Added |
| Redmond Asset Management, LLC | 4,684 | $290.6K | 0.10% | 00.0% | Unchanged |
| DMG Group, LLC | 4,669 | $291.3K | 0.29% | 00.0% | Unchanged |
| waypoint wealth counsel | 4,703 | $291.7K | 0.23% | +135+3.0% | Added |
| Security Financial Services, INC. | 4,715 | $292.5K | 0.09% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 4,738 | $293.9K | 0.27% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 4,742 | $294.1K | 0.01% | −1,984−29.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 4,743 | $294.2K | 0.14% | +803+20.4% | Added |
| Alpha Financial Partners, LLC | 4,751 | $294.7K | 0.33% | +266+5.9% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,761 | $295.3K | 0.07% | +500+11.7% | Added |
| Krilogy Financial LLC | 4,764 | $295.5K | 0.02% | −525−9.9% | Reduced |
| VELA Investment Management, LLC | 4,795 | $297.4K | 0.14% | 00.0% | Unchanged |
| Watchman Group, Inc. | 4,800 | $297.7K | 0.16% | 00.0% | Unchanged |
| Private Management Group Inc | 4,801 | $297.8K | 0.01% | −358−6.9% | Reduced |
| Albion Financial Group | 4,819 | $298.9K | 0.03% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,830 | $299.6K | 0.09% | −173−3.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,857 | $301.3K | 0.29% | −103−2.1% | Reduced |
| Howard Financial Services, Ltd. | 4,866 | $301.8K | 0.07% | −103−2.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,868 | $302.0K | 0.08% | +4,868 | New |
| Spouting Rock Asset Management, LLC | 4,869 | $302.0K | 0.11% | −6,079−55.5% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,876 | $302.5K | 0.14% | −150−3.0% | Reduced |
| Landmark Financial Advisors, LLC | 4,879 | $302.6K | 0.13% | +398+8.9% | Added |
| Noesis Capital Mangement Corp | 4,887 | $303.0K | 0.08% | −154−3.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,887 | $303.1K | 0.13% | −25−0.5% | Reduced |
| Financial Strategies Group, Inc. | 4,896 | $303.7K | 0.12% | −13−0.3% | Reduced |
| Northwest Investment Counselors, LLC | 4,907 | $304.4K | 0.08% | −840−14.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,917 | $305.0K | 0.04% | +4,917 | New |
| Centennial Wealth Advisory LLC | 4,925 | $305.5K | 0.16% | +36+0.7% | Added |
| NCM Capital Management, LLC | 4,930 | $306.0K | 0.23% | −53−1.1% | Reduced |
| Element Wealth, LLC | 4,959 | $307.6K | 0.23% | −12−0.2% | Reduced |
| Acorn Wealth Advisors, LLC | 4,964 | $307.9K | 0.23% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 4,969 | $308.2K | 0.17% | +270+5.7% | Added |
| Paulson Wealth Management Inc. | 4,972 | $308.4K | 0.14% | −104−2.0% | Reduced |
| Fortune 45 LLC | 4,973 | $308.5K | 0.31% | −7−0.1% | Reduced |
| New Republic Capital, LLC | 4,956 | $309.1K | 0.23% | +1,281+34.9% | Added |
| General Partner, Inc. | 4,985 | $309.2K | 0.27% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 4,991 | $309.6K | 0.11% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 5,000 | $310.1K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,002 | $310.3K | 0.10% | 00.0% | Unchanged |
| Family Firm, Inc. | 5,005 | $310.5K | 0.09% | +110+2.2% | Added |
| Adamsbrown Wealth Consultants LLC | 5,006 | $310.5K | 0.18% | −82−1.6% | Reduced |
| Fidelity D & D Bancorp Inc | 5,092 | $311.5K | 0.23% | +5,092 | New |
| Pensionmark Financial Group, LLC | 5,013 | $313.3K | 0.07% | +101+2.1% | Added |
| Piscataqua Savings Bank | 5,068 | $314.3K | 0.27% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,100 | $316.4K | 0.17% | −350−6.4% | Reduced |
| First Commonwealth Financial Corp | 5,102 | $316.5K | 0.11% | +261+5.4% | Added |
| Twin Focus Capital Partners, LLC | 5,108 | $316.8K | 0.06% | +95+1.9% | Added |
| Insight 2811, Inc. | 5,109 | $316.9K | 0.20% | −80−1.5% | Reduced |
| Source Financial Advisors LLC | 5,110 | $317.0K | 0.11% | +694+15.7% | Added |
| Garrison Asset Management, LLC | 5,127 | $318.0K | 0.20% | +181+3.7% | Added |