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 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 5,136 | $318.6K | 0.01% | +752+17.2% | Added |
| BCS Wealth Management | 5,140 | $319.0K | 0.14% | −5,794−53.0% | Reduced |
| BEAM Asset Management, LLC | 5,156 | $319.8K | 0.32% | −16−0.3% | Reduced |
| Keebeck Wealth Management, LLC | 5,118 | $319.8K | 0.05% | −113−2.2% | Reduced |
| Investmark Advisory Group LLC | 5,160 | $320.1K | 0.24% | 00.0% | Unchanged |
| Fort, L.P. | 5,171 | $320.8K | 0.83% | −1,844−26.3% | Reduced |
| Quantum Financial Advisors, LLC | 5,173 | $320.9K | 0.10% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,178 | $321.0K | 0.03% | +246+5.0% | Added |
| Zuckerman Investment Group, LLC | 5,180 | $321.3K | 0.05% | −235−4.3% | Reduced |
| Better Money Decisions, LLC | 5,206 | $322.9K | 0.27% | −361−6.5% | Reduced |
| Rock Creek Group, LP | 5,207 | $323.0K | 0.04% | −233−4.3% | Reduced |
| BFSG, LLC | 5,207 | $323.0K | 0.06% | +283+5.7% | Added |
| Augustine Asset Management Inc | 5,209 | $323.1K | 0.16% | −15−0.3% | Reduced |
| Fortis Group Advisors, LLC | 5,067 | $325.0K | 0.10% | +5,067 | New |
| Silvant Capital Management LLC | 5,209 | $325.5K | 0.02% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 5,249 | $325.6K | 0.08% | −129−2.4% | Reduced |
| Bill Few Associates, Inc. | 5,260 | $326.3K | 0.18% | +104+2.0% | Added |
| Goldstream Capital Management Ltd | 5,264 | $326.5K | 0.35% | +5,264 | New |
| Tillman Hartley LLC | 5,275 | $327.2K | 0.14% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,281 | $328.0K | 0.31% | −1,224−18.8% | Reduced |
| Vision Capital Management, Inc. | 5,288 | $328.0K | 0.06% | −100−1.9% | Reduced |
| Amarillo National Bank | 5,294 | $328.4K | 0.07% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 5,300 | $328.8K | 0.16% | 00.0% | Unchanged |
| Miller Investment Management, LP | 5,310 | $329.4K | 0.05% | 00.0% | Unchanged |
| Center For Asset Management LLC | 5,311 | $329.4K | 0.32% | +5,311 | New |
| Guardian Capital LP | 5,325 | $330.3K | 0.01% | −622−10.5% | Reduced |
| ForthRight Wealth Management, LLC | 5,344 | $331.5K | 0.15% | +400+8.1% | Added |
| Sippican Capital Advisors | 5,347 | $331.7K | 0.32% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 5,350 | $331.9K | 0.35% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5,386 | $334.2K | 0.26% | +70+1.3% | Added |
| Ade, LLC | 5,388 | $334.2K | 0.24% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 5,393 | $335.0K | 0.34% | −10.0% | Reduced |
| Crumly & Associates Inc. | 5,406 | $335.3K | 0.15% | +255+5.0% | Added |
| Red Wave Investments LLC | 5,411 | $335.7K | 0.14% | +165+3.1% | Added |
| TCI Wealth Advisors, Inc. | 5,444 | $337.7K | 0.04% | −135−2.4% | Reduced |
| Becker Capital Management Inc | 5,407 | $337.9K | 0.01% | +100+1.9% | Added |
| RKL Wealth Management LLC | 5,450 | $338.0K | 0.04% | −399−6.8% | Reduced |
| Seelaus Asset Management LLC | 5,338 | $339.0K | 0.26% | −1,648−23.6% | Reduced |
| Berkshire Bank | 5,467 | $339.1K | 0.10% | −400−6.8% | Reduced |
| First International Bank & Trust | 5,468 | $339.2K | 0.11% | −6,515−54.4% | Reduced |
| SAM Advisors, LLC | 5,474 | $339.5K | 0.15% | 00.0% | Unchanged |
| Total Investment Management Inc | 5,477 | $339.7K | 0.06% | +350+6.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,550 | $340.0K | 0.14% | −4,520−44.9% | Reduced |
| Creative Financial Designs Inc | 5,500 | $341.1K | 0.04% | −1,976−26.4% | Reduced |
| Symmetry Investments LP | 5,500 | $341.2K | 0.16% | +5,500 | New |
| Security National Bank | 5,522 | $342.5K | 0.09% | −2,915−34.6% | Reduced |
| SL Advisors, LLC | 5,532 | $343.1K | 0.74% | 00.0% | Unchanged |
| Balboa Wealth Partners | 5,544 | $343.9K | 0.13% | +870+18.6% | Added |
| Congress Asset Management Co | 5,550 | $344.3K | 0.00% | −529−8.7% | Reduced |
| Waterloo Capital, L.P. | 5,552 | $344.4K | 0.11% | +5,552 | New |
| HHM Wealth Advisors, LLC | 5,553 | $344.5K | 0.07% | +199+3.7% | Added |
| One + One Wealth Management, LLC | 5,582 | $346.3K | 0.25% | 00.0% | Unchanged |
| One Capital Management, LLC | 5,583 | $346.3K | 0.02% | +1,620+40.9% | Added |
| TKG Advisors, LLC | 5,588 | $346.6K | 0.22% | +1,888+51.0% | Added |
| Barings LLC | 5,592 | $346.9K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 5,604 | $347.6K | 0.25% | +1,742+45.1% | Added |
| Monticello Wealth Management, LLC | 5,527 | $348.4K | 0.04% | −750−11.9% | Reduced |
| Souders Financial Advisors | 5,630 | $349.2K | 0.07% | +60+1.1% | Added |
| Optas, LLC | 5,654 | $350.7K | 0.13% | +367+6.9% | Added |
| Campbell Newman Asset Management Inc | 5,656 | $350.8K | 0.03% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 5,625 | $352.0K | 0.25% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,675 | $352.0K | 0.06% | +2,287+67.5% | Added |
| Crew Capital Management, Ltd. | 5,693 | $353.1K | 0.51% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,703 | $353.8K | 0.21% | +5,703 | New |
| LWM Advisory Services, LLC | 5,724 | $355.3K | 0.38% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 5,728 | $355.3K | 0.35% | −225−3.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5,731 | $355.5K | 0.02% | +479+9.1% | Added |
| TRUE Private Wealth Advisors | 5,738 | $355.9K | 0.05% | −5,542−49.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 5,735 | $356.0K | 0.01% | −189−3.2% | Reduced |
| Arlington Partners LLC | 5,771 | $358.0K | 0.05% | +1,588+38.0% | Added |
| First Interstate Bank | 5,773 | $358.1K | 0.03% | −3,871−40.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,773 | $358.1K | 0.03% | +234+4.2% | Added |
| Security Asset Management | 5,777 | $358.3K | 0.21% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 5,781 | $358.6K | 0.22% | +169+3.0% | Added |
| Jacobsen Capital Management | 5,782 | $358.6K | 0.19% | +5,782 | New |
| Carmel Capital Partners, LLC | 5,784 | $358.8K | 0.21% | +185+3.3% | Added |
| MayTech Global Investments, LLC | 5,790 | $359.2K | 0.10% | 00.0% | Unchanged |
| Peoples Bank | 5,793 | $359.3K | 0.23% | −585−9.2% | Reduced |
| Bayesian Capital Management, LP | 5,800 | $359.8K | 0.04% | −25,919−81.7% | Reduced |
| BTC Capital Management, Inc. | 5,813 | $360.6K | 0.04% | −52−0.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 5,814 | $361.0K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,824 | $361.2K | 0.17% | −1,420−19.6% | Reduced |
| Cassia Capital Partners, LLC | 5,830 | $361.6K | 0.29% | −121−2.0% | Reduced |
| Contravisory Investment Management, Inc. | 5,870 | $364.1K | 0.10% | +114+2.0% | Added |
| Keeler Thomas Management LLC | 5,875 | $364.4K | 0.17% | −103,713−94.6% | Reduced |
| Kaydan Wealth Management, Inc. | 5,880 | $364.7K | 0.15% | −33−0.6% | Reduced |
| Sherbrooke Park Advisers LLC | 5,900 | $366.0K | 0.55% | +5,900 | New |
| Schonfeld Strategic Advisors LLC | 5,915 | $366.9K | 0.00% | −14,885−71.6% | Reduced |
| Chiron Capital Management, LLC | 5,918 | $367.1K | 0.26% | −289−4.7% | Reduced |
| Unique Wealth, LLC | 5,921 | $367.3K | 0.18% | −62−1.0% | Reduced |
| Apriem Advisors | 5,939 | $368.4K | 0.06% | +5,939 | New |
| Simon Quick Advisors, LLC | 5,951 | $369.1K | 0.04% | +1,885+46.4% | Added |
| Brogan Financial, Inc. | 5,908 | $369.2K | 0.32% | 00.0% | Unchanged |
| Sciencast Management LP | 5,794 | $370.3K | 0.49% | +5,794 | New |
| Hyperion Partners, LLC | 5,971 | $370.4K | 0.33% | +137+2.3% | Added |
| Cary Street Partners Asset Management LLC | 5,972 | $370.5K | 0.07% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 5,980 | $370.9K | 0.44% | +804+15.5% | Added |
| WealthBridge Capital Management, LLC | 5,983 | $371.1K | 0.15% | +133+2.3% | Added |
| Beta Wealth Group, Inc. | 6,000 | $372.2K | 0.21% | +500+9.1% | Added |
| TriaGen Wealth Management LLC | 6,004 | $372.4K | 0.19% | +61+1.0% | Added |