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
- 2,881
- +61 vs. Q4 2022
- Shares held
- 3.04B
- +430.8K (0.0%) vs. Q4 2022
- Total value
- $187.9B
- −$5.16B (−2.7%) vs. Q4 2022
- New holders
- 161
- 1,133 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 |
|---|---|---|---|---|---|
| Westshore Wealth, LLC | 6,981 | $433.0K | 0.23% | +231+3.4% | Added |
| Charter Oak Capital Management, LLC | 6,983 | $433.2K | 0.06% | +624+9.8% | Added |
| Summit Wealth Partners, LLC | 6,985 | $433.3K | 0.11% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 7,025 | $435.7K | 0.09% | +7,025 | New |
| Archetype Wealth Partners | 7,030 | $436.0K | 0.09% | −991−12.4% | Reduced |
| MBL Wealth, LLC | 7,036 | $436.4K | 0.07% | +3,869+122.2% | Added |
| Gibson Capital, LLC | 7,038 | $436.6K | 0.11% | +1,000+16.6% | Added |
| BOK Financial Private Wealth, Inc. | 7,017 | $438.5K | 0.04% | +33+0.5% | Added |
| Cascade Investment Group, Inc. | 7,072 | $438.7K | 0.43% | −296−4.0% | Reduced |
| Wealth Architects, LLC | 7,076 | $438.9K | 0.08% | −248−3.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7,092 | $439.9K | 0.22% | +125+1.8% | Added |
| First Bank & Trust | 7,094 | $440.0K | 0.12% | +3,467+95.6% | Added |
| Provident Wealth Management, LLC | 7,134 | $442.5K | 0.23% | +48+0.7% | Added |
| Financial Advisory Group | 7,146 | $443.3K | 0.09% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7,036 | $443.6K | 0.13% | +2,402+51.8% | Added |
| Harvest Volatility Management LLC | 7,190 | $444.7K | 0.09% | −953−11.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,178 | $445.3K | 0.06% | 00.0% | Unchanged |
| Summit Global Investments | 7,210 | $447.0K | 0.03% | −3,901−35.1% | Reduced |
| Family Management Corp | 7,217 | $447.7K | 0.10% | −1,144−13.7% | Reduced |
| M. Kraus & Co | 7,217 | $447.7K | 0.16% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 7,231 | $448.0K | 0.12% | −174−2.3% | Reduced |
| Abner Herrman & Brock LLC | 7,224 | $448.0K | 0.07% | +72+1.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 7,224 | $448.1K | 0.04% | +275+4.0% | Added |
| Wealth Management Solutions, LLC | 7,233 | $448.6K | 0.26% | −100−1.4% | Reduced |
| Norwood Financial Corp | 7,235 | $448.7K | 0.71% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 7,237 | $448.9K | 0.30% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,247 | $449.6K | 0.05% | +207+2.9% | Added |
| Iron Financial, LLC | 7,252 | $449.8K | 0.25% | −5,278−42.1% | Reduced |
| Morris Financial Concepts, Inc. | 7,252 | $449.9K | 0.32% | −597−7.6% | Reduced |
| E Fund Management Co., Ltd. | 7,250 | $450.0K | 0.03% | −285−3.8% | Reduced |
| Revisor Wealth Management LLC | 7,258 | $450.2K | 0.41% | +7,258 | New |
| Hoxton Planning & Management, LLC | 7,268 | $450.8K | 0.25% | +43+0.6% | Added |
| Missouri Trust & Investment Co | 7,276 | $451.3K | 0.29% | −100−1.4% | Reduced |
| Cooper/Haims Advisors, LLC | 7,277 | $451.4K | 0.36% | −200−2.7% | Reduced |
| Davis Investment Partners, LLC | 7,257 | $451.5K | 0.24% | 00.0% | Unchanged |
| Broderick Brian C | 7,280 | $451.6K | 0.13% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 7,287 | $452.0K | 0.04% | +2,955+68.2% | Added |
| ABLE Financial Group, LLC | 7,308 | $453.3K | 0.30% | +7,308 | New |
| Matthew Goff Investment Advisor, LLC | 7,310 | $453.4K | 0.11% | −22−0.3% | Reduced |
| Sound Income Strategies, LLC | 7,317 | $453.9K | 0.05% | −179−2.4% | Reduced |
| Pegasus Partners Ltd. | 7,338 | $455.2K | 0.07% | −346−4.5% | Reduced |
| KWMG, LLC | 7,354 | $456.2K | 0.06% | +256+3.6% | Added |
| Flynn Zito Capital Management, LLC | 7,365 | $456.9K | 0.33% | −561−7.1% | Reduced |
| Redwood Financial Network Corp | 7,367 | $457.0K | 0.46% | −226−3.0% | Reduced |
| Doheny Asset Management | 7,373 | $457.0K | 0.41% | +2,558+53.1% | Added |
| RW Investment Management LLC | 7,372 | $457.3K | 0.13% | −829−10.1% | Reduced |
| SNS Financial Group, LLC | 7,318 | $457.3K | 0.06% | −833−10.2% | Reduced |
| Clarus Group, Inc. | 7,386 | $458.2K | 0.43% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 7,399 | $459.0K | 0.27% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 7,404 | $459.3K | 0.01% | +100+1.4% | Added |
| Front Street Capital Management, Inc. | 7,422 | $460.0K | 0.10% | +200+2.8% | Added |
| Consolidated Portfolio Review Corp | 7,428 | $460.8K | 0.12% | +7,428 | New |
| WealthPLAN Partners, LLC | 7,431 | $461.0K | 0.05% | −3,844−34.1% | Reduced |
| Armbruster Capital Management, Inc. | 7,446 | $461.9K | 0.12% | −5,856−44.0% | Reduced |
| Lockerman Financial Group, Inc. | 7,451 | $462.2K | 1.27% | +35+0.5% | Added |
| State of Wyoming | 7,455 | $462.4K | 0.15% | +7,455 | New |
| ELCO Management Co., LLC | 7,467 | $463.2K | 0.34% | +85+1.2% | Added |
| Revolve Wealth Partners, LLC | 7,485 | $464.3K | 0.12% | −1,436−16.1% | Reduced |
| Vestor Capital, LLC | 7,503 | $465.0K | 0.05% | −233−3.0% | Reduced |
| Birinyi Associates Inc | 7,495 | $465.0K | 0.19% | +250+3.5% | Added |
| Aft, Forsyth & Company, Inc. | 7,499 | $465.2K | 0.36% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 7,511 | $465.9K | 0.17% | +68+0.9% | Added |
| Mystic Asset Management, Inc. | 7,513 | $466.0K | 0.26% | −100−1.3% | Reduced |
| Capital Square, LLC | 7,421 | $466.4K | 0.43% | +27+0.4% | Added |
| Ellis Investment Partners, LLC | 7,539 | $467.7K | 0.12% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 7,552 | $468.5K | 0.29% | −838−10.0% | Reduced |
| Montz Harcus Wealth Management LLC | 7,555 | $468.6K | 0.43% | +121+1.6% | Added |
| Cedrus LLC | 7,578 | $470.1K | 0.33% | +27+0.4% | Added |
| First National Bank | 7,593 | $471.0K | 0.40% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 7,600 | $471.4K | 0.40% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 7,618 | $472.5K | 0.09% | −178−2.3% | Reduced |
| Cardiff Park Advisors, LLC | 7,621 | $472.8K | 0.06% | −52−0.7% | Reduced |
| Lyell Wealth Management, LP | 7,635 | $473.6K | 0.07% | +370+5.1% | Added |
| Holistic Financial Partners | 7,638 | $473.8K | 0.37% | −554−6.8% | Reduced |
| Capula Management Ltd | 7,643 | $474.1K | 0.04% | −17,704−69.8% | Reduced |
| Canal Capital Management, LLC | 7,645 | $474.2K | 0.10% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 7,652 | $474.7K | 0.15% | +7,652 | New |
| Sanders Morris Harris LLC | 7,681 | $476.5K | 0.17% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 7,682 | $476.5K | 0.25% | +306+4.1% | Added |
| Donoghue Forlines LLC | 7,684 | $476.6K | 0.17% | −28,933−79.0% | Reduced |
| Silver Oak Securities, Inc | 7,691 | $477.0K | 0.08% | +185+2.5% | Added |
| Retirement Planning Co of New England, Inc. | 7,692 | $477.2K | 0.29% | +25+0.3% | Added |
| Vigilare Wealth Management | 7,699 | $477.6K | 0.27% | −1,200−13.5% | Reduced |
| Kapstone Financial Advisors LLC | 7,563 | $477.6K | 0.43% | −180−2.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 7,704 | $477.9K | 0.25% | −12,734−62.3% | Reduced |
| Global Financial Private Client, LLC | 7,667 | $478.4K | 0.25% | +510+7.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 7,717 | $478.7K | 0.24% | −56,539−88.0% | Reduced |
| Gould Asset Management LLC | 7,741 | $480.2K | 0.14% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 7,720 | $480.3K | 0.06% | +559+7.8% | Added |
| Lazard Freres Gestion S.A.S. | 9,234 | $482.0K | 0.02% | −336−3.5% | Reduced |
| FourThought Financial Partners, LLC | 7,792 | $483.3K | 0.07% | +1,159+17.5% | Added |
| Delphia (USA) Inc. | 7,818 | $484.9K | 0.59% | −2,176−21.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,826 | $485.4K | 0.19% | −32−0.4% | Reduced |
| Wambolt & Associates, LLC | 7,797 | $486.5K | 0.17% | −95−1.2% | Reduced |
| Advisors Preferred, LLC | 7,811 | $487.4K | 0.17% | −1,677−17.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 7,872 | $488.0K | 0.07% | +413+5.5% | Added |
| Ullmann Financial Group, Inc. | 7,881 | $488.9K | 0.11% | −747−8.7% | Reduced |
| Cullen Capital Management LLC | 7,889 | $489.4K | 0.00% | +1,740+28.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 7,891 | $489.5K | 0.10% | −3,099−28.2% | Reduced |
| Spirit of America Management Corp | 7,900 | $490.0K | 0.11% | 00.0% | Unchanged |