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 |
|---|---|---|---|---|---|
| Legacy Trust | 6,035 | $374.4K | 0.11% | −40,846−87.1% | Reduced |
| Beacon Capital Management, LLC | 6,052 | $375.4K | 0.11% | +224+3.8% | Added |
| New England Capital Financial Advisors LLC | 6,059 | $375.8K | 0.27% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 6,062 | $376.0K | 0.29% | +433+7.7% | Added |
| SRB Corp | 6,072 | $376.6K | 0.02% | −1,274−17.3% | Reduced |
| Roof Eidam & Maycock | 6,096 | $378.1K | 0.14% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 6,098 | $378.3K | 0.08% | −3,400−35.8% | Reduced |
| Tower View Investment Management & Research LLC | 6,110 | $379.0K | 0.25% | +141+2.4% | Added |
| Sentry LLC | 6,118 | $379.5K | 0.09% | +6,118 | New |
| Trust Co | 6,141 | $380.9K | 0.06% | −757−11.0% | Reduced |
| Pacific Center for Financial Services | 6,148 | $381.4K | 0.13% | +6,148 | New |
| Breakwater Capital Group | 6,165 | $382.4K | 0.16% | −525−7.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,179 | $383.0K | 0.17% | +6,179 | New |
| Univest Financial Corp | 6,182 | $383.5K | 0.12% | −100−1.6% | Reduced |
| Fernwood Investment Management, LLC | 6,184 | $383.6K | 0.15% | −400−6.1% | Reduced |
| Vista Wealth Management Group, LLC | 6,188 | $383.8K | 0.04% | −198−3.1% | Reduced |
| HF Advisory Group, LLC | 6,197 | $384.4K | 0.34% | +354+6.1% | Added |
| Cornerstone Capital, Inc. | 6,200 | $384.6K | 0.05% | +200+3.3% | Added |
| Platform Technology Partners | 6,205 | $384.9K | 0.19% | +407+7.0% | Added |
| Sargent Investment Group, LLC | 6,168 | $384.9K | 0.10% | −2,449−28.4% | Reduced |
| Insight Folios Inc | 6,205 | $384.9K | 0.17% | −12−0.2% | Reduced |
| Jessup Wealth Management, Inc | 6,212 | $385.3K | 0.23% | +2,549+69.6% | Added |
| Fortress Wealth Group, LLC | 6,218 | $385.7K | 0.28% | −5,800−48.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,221 | $385.9K | 0.05% | −35,679−85.2% | Reduced |
| True North Advisors, LLC | 6,225 | $386.2K | 0.11% | +7+0.1% | Added |
| J. L. Bainbridge & Co., Inc. | 6,234 | $386.7K | 0.05% | +23+0.4% | Added |
| Objective Capital Management, LLC | 6,237 | $386.9K | 0.35% | +517+9.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 6,237 | $386.9K | 0.25% | 00.0% | Unchanged |
| Clean Yield Group | 6,243 | $387.2K | 0.16% | −82−1.3% | Reduced |
| Alpha Family Trust | 6,265 | $388.6K | 0.31% | +1,665+36.2% | Added |
| Triad Financial Advisors, Inc. | 6,266 | $388.7K | 0.17% | −991−13.7% | Reduced |
| Larson Financial Group LLC | 6,292 | $390.3K | 0.04% | +328+5.5% | Added |
| West Oak Capital, LLC | 6,292 | $390.3K | 0.20% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 6,294 | $390.4K | 0.29% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 6,298 | $390.7K | 0.02% | −507−7.5% | Reduced |
| Vicus Capital | 6,301 | $390.9K | 0.04% | −482−7.1% | Reduced |
| Investors Research Corp | 6,324 | $392.3K | 0.10% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 6,355 | $394.2K | 0.09% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 6,411 | $397.7K | 0.34% | −145−2.2% | Reduced |
| Clear Street Markets LLC | 6,411 | $398.0K | 0.11% | −1,853−22.4% | Reduced |
| Parisi Gray Wealth Management | 6,437 | $399.3K | 0.25% | −206−3.1% | Reduced |
| Cornercap Investment Counsel Inc | 6,453 | $400.3K | 0.07% | −24,662−79.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,475 | $401.0K | 0.33% | +916+16.5% | Added |
| Brown Shipley& Co Ltd | 6,475 | $401.6K | 0.26% | +6,475 | New |
| Wallace Advisory Group, LLC | 6,478 | $401.8K | 0.31% | +130+2.0% | Added |
| Frisch Financial Group, Inc. | 6,499 | $403.0K | 0.16% | +182+2.9% | Added |
| Landaas & Co | 6,502 | $403.0K | 0.20% | +1,389+27.2% | Added |
| Sterneck Capital Management, LLC | 6,505 | $403.5K | 0.25% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6,505 | $403.5K | 0.28% | 00.0% | Unchanged |
| Rede Wealth, LLC | 6,517 | $404.3K | 0.21% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 6,529 | $405.0K | 0.02% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 6,532 | $405.2K | 0.03% | +23+0.4% | Added |
| Jump Financial, LLC | 6,560 | $406.9K | 0.02% | +2,925+80.5% | Added |
| Mezzasalma Advisors, LLC | 6,565 | $407.2K | 0.29% | −24−0.4% | Reduced |
| Shufro Rose & Co LLC | 6,567 | $407.4K | 0.04% | −1,076−14.1% | Reduced |
| Wescott Financial Advisory Group, LLC | 6,569 | $407.5K | 0.09% | +447+7.3% | Added |
| Websterrogers Financial Advisors, LLC | 6,581 | $408.2K | 0.19% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 6,589 | $408.7K | 0.02% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 6,594 | $409.0K | 0.04% | +1,414+27.3% | Added |
| Schmidt P J Investment Management Inc | 6,424 | $409.1K | 0.09% | +422+7.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,597 | $409.2K | 0.15% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 6,614 | $410.3K | 0.20% | +42+0.6% | Added |
| Ameliora Wealth Management Ltd. | 6,625 | $410.9K | 0.24% | +6,625 | New |
| Endurance Wealth Management, Inc. | 6,631 | $411.0K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6,629 | $411.2K | 0.11% | +806+13.8% | Added |
| Virginia Wealth Management Group, Inc. | 6,650 | $412.5K | 0.28% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 6,657 | $412.9K | 0.13% | +1,541+30.1% | Added |
| Ascent Wealth Partners, LLC | 6,659 | $413.1K | 0.08% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,614 | $413.4K | 0.07% | +22+0.3% | Added |
| Klingman & Associates, LLC | 6,671 | $413.8K | 0.04% | +259+4.0% | Added |
| Rocky Mountain Advisers, LLC | 6,684 | $415.0K | 0.22% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6,696 | $415.3K | 0.13% | −279−4.0% | Reduced |
| Dover Advisors, LLC | 6,650 | $415.6K | 0.40% | +6,650 | New |
| Annex Advisory Services, LLC | 6,717 | $416.7K | 0.02% | −1,608−19.3% | Reduced |
| Dillon & Associates Inc | 6,724 | $417.0K | 0.08% | +2,465+57.9% | Added |
| Oak Asset Management, LLC | 6,733 | $417.6K | 0.18% | −17−0.3% | Reduced |
| McAdam, LLC | 6,742 | $418.2K | 0.04% | +374+5.9% | Added |
| Whalerock Point Partners, LLC | 6,750 | $418.7K | 0.16% | −233−3.3% | Reduced |
| Tiemann Investment Advisors, LLC | 6,752 | $418.8K | 0.23% | −50−0.7% | Reduced |
| CWA Asset Management Group, LLC | 6,753 | $418.9K | 0.03% | −1,064−13.6% | Reduced |
| Prentice Wealth Management LLC | 6,754 | $419.0K | 0.20% | +334+5.2% | Added |
| Polaris Wealth Advisory Group, LLC | 6,756 | $419.1K | 0.03% | −102,896−93.8% | Reduced |
| Atom Investors LP | 6,775 | $420.3K | 0.23% | +6,775 | New |
| SignalPoint Asset Management, LLC | 6,786 | $421.0K | 0.14% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 6,804 | $422.1K | 0.11% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 6,821 | $423.1K | 0.12% | −22−0.3% | Reduced |
| TD Capital Management LLC | 6,821 | $423.1K | 0.05% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 6,822 | $423.2K | 0.11% | +3,673+116.6% | Added |
| Institute for Wealth Management, LLC. | 6,833 | $423.8K | 0.08% | −401−5.5% | Reduced |
| PFG Private Wealth Management, LLC | 6,837 | $424.1K | 0.27% | +4,899+252.8% | Added |
| Borer Denton & Associates, Inc. | 6,853 | $425.1K | 0.18% | −306−4.3% | Reduced |
| Connacht Asset Management LP | 6,857 | $425.3K | 1.22% | −6,686−49.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 6,862 | $425.6K | 0.02% | −97−1.4% | Reduced |
| Prentiss Smith & Co Inc | 6,877 | $426.6K | 0.32% | 00.0% | Unchanged |
| Geller Advisors LLC | 6,838 | $427.3K | 0.06% | +2,482+57.0% | Added |
| Camden National Bank | 6,911 | $428.7K | 0.09% | −3,109−31.0% | Reduced |
| Northside Capital Management, LLC | 6,922 | $429.4K | 0.12% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 6,932 | $430.0K | 0.21% | −423−5.8% | Reduced |
| Global Trust Asset Management, LLC | 6,962 | $431.9K | 0.21% | −810−10.4% | Reduced |
| Thompson Davis & Co., Inc. | 6,980 | $433.0K | 0.57% | −800−10.3% | Reduced |