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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 7,900 | $490.0K | 0.13% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 7,884 | $492.7K | 0.23% | −1,500−16.0% | Reduced |
| Terril Brothers, Inc. | 7,943 | $492.7K | 0.23% | −568−6.7% | Reduced |
| Investment Management of Virginia LLC | 7,957 | $493.6K | 0.09% | +25+0.3% | Added |
| Glassman Wealth Services | 7,961 | $493.8K | 0.09% | −175−2.2% | Reduced |
| Resolute Wealth Strategies, LLC | 7,969 | $494.3K | 0.42% | +7,969 | New |
| Diversified, LLC | 7,985 | $495.3K | 0.18% | +88+1.1% | Added |
| Advisor Resource Council | 7,919 | $495.5K | 0.12% | +502+6.8% | Added |
| Sage Private Wealth Group, LLC | 8,003 | $496.5K | 0.57% | −761−8.7% | Reduced |
| BNC Wealth Management, LLC | 8,018 | $497.4K | 0.28% | +8,018 | New |
| Overbrook Management Corp | 8,030 | $498.1K | 0.13% | 00.0% | Unchanged |
| Camden Capital, LLC | 8,082 | $501.3K | 0.07% | +2,109+35.3% | Added |
| Planning Center, Inc. | 7,966 | $503.0K | 0.14% | +17+0.2% | Added |
| Addison Advisors LLC | 8,127 | $504.1K | 0.28% | −27−0.3% | Reduced |
| Pacitti Group Inc. | 8,135 | $504.6K | 0.37% | −500−5.8% | Reduced |
| Herold Advisors, Inc. | 8,152 | $505.7K | 0.17% | +621+8.2% | Added |
| Magnolia Capital Advisors LLC | 8,191 | $508.1K | 0.26% | +98+1.2% | Added |
| RWM Asset Management, LLC | 8,196 | $508.4K | 0.11% | −124−1.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 8,202 | $508.8K | 0.14% | −262−3.1% | Reduced |
| Washington Trust Bank | 8,204 | $508.9K | 0.05% | +273+3.4% | Added |
| S.A. Mason LLC | 8,238 | $511.0K | 0.37% | −185−2.2% | Reduced |
| X-Square Capital, LLC | 8,241 | $511.0K | 0.30% | −68−0.8% | Reduced |
| Girard Partners Ltd. | 8,245 | $511.5K | 0.06% | +1,174+16.6% | Added |
| Bienville Capital Management, LLC | 8,200 | $512.4K | 0.20% | 00.0% | Unchanged |
| Quent Capital, LLC | 8,271 | $513.0K | 0.09% | +446+5.7% | Added |
| Ssi Investment Management LLC | 8,273 | $513.2K | 0.04% | −1,559−15.9% | Reduced |
| Proficio Capital Partners LLC | 8,291 | $514.3K | 0.08% | −50−0.6% | Reduced |
| Yarbrough Capital, LLC | 8,300 | $514.8K | 0.04% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 8,303 | $515.0K | 0.55% | −855−9.3% | Reduced |
| Taylor Hoffman Wealth Management | 8,334 | $517.0K | 0.28% | +326+4.1% | Added |
| Ahrens Investment Partners LLC | 8,381 | $519.9K | 0.26% | +4,012+91.8% | Added |
| Nadler Financial Group, Inc. | 8,391 | $520.5K | 0.08% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 8,395 | $520.8K | 0.12% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 8,400 | $521.1K | 0.29% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 8,398 | $521.1K | 0.10% | +416+5.2% | Added |
| Aveo Capital Partners, LLC | 8,418 | $522.2K | 0.07% | +503+6.4% | Added |
| Acropolis Investment Management, LLC | 8,419 | $522.2K | 0.04% | +296+3.6% | Added |
| Five Oceans Advisors | 8,431 | $523.0K | 0.34% | −163−1.9% | Reduced |
| Horst & Graben Wealth Management LLC | 8,426 | $523.0K | 0.13% | −383−4.3% | Reduced |
| Navellier & Associates Inc | 8,447 | $524.0K | 0.11% | +230+2.8% | Added |
| Truadvice, LLC | 8,168 | $524.0K | 0.21% | +3,892+91.0% | Added |
| SOA Wealth Advisors, LLC. | 8,461 | $524.8K | 0.13% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 8,541 | $529.8K | 0.18% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 8,556 | $530.8K | 0.13% | −2,775−24.5% | Reduced |
| 360 Financial, Inc. | 8,568 | $531.5K | 0.28% | +96+1.1% | Added |
| Connecticut Wealth Management, LLC | 8,577 | $532.0K | 0.04% | +517+6.4% | Added |
| Firestone Capital Management | 8,607 | $533.9K | 0.19% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 8,607 | $533.9K | 0.08% | +252+3.0% | Added |
| Westbourne Investment Advisors, Inc. | 8,615 | $534.0K | 0.26% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 8,609 | $534.0K | 0.20% | +118+1.4% | Added |
| Strategic Financial Services, Inc, | 8,619 | $534.6K | 0.04% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 8,622 | $534.8K | 0.13% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 8,639 | $535.9K | 0.16% | −46−0.5% | Reduced |
| WNY Asset Management, LLC | 8,650 | $536.6K | 0.13% | −30.0% | Reduced |
| Evermay Wealth Management LLC | 8,619 | $538.3K | 0.11% | +248+3.0% | Added |
| Pettee Investors, Inc. | 8,682 | $538.5K | 0.26% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 8,684 | $539.0K | 0.31% | +38+0.4% | Added |
| Transatlantique Private Wealth LLC | 8,699 | $539.5K | 0.30% | +340+4.1% | Added |
| Elgethun Capital Management | 8,672 | $539.9K | 0.17% | 00.0% | Unchanged |
| Ti-Trust, Inc | 8,718 | $540.8K | 0.51% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8,770 | $544.0K | 0.33% | +8,770 | New |
| 180 Wealth Advisors, LLC | 8,785 | $544.9K | 0.13% | −200−2.2% | Reduced |
| First United Bank Trust | 8,797 | $545.6K | 0.26% | −300−3.3% | Reduced |
| Lodestone Wealth Management LLC | 8,799 | $545.8K | 0.42% | −28−0.3% | Reduced |
| Financial Management Professionals, Inc. | 8,806 | $546.0K | 0.11% | +2,395+37.4% | Added |
| First American Bank | 8,816 | $546.9K | 0.05% | +114+1.3% | Added |
| Monograph Wealth Advisors, LLC | 8,754 | $547.0K | 0.13% | −3,886−30.7% | Reduced |
| Harbor Advisory Corp | 8,824 | $547.4K | 0.21% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40,557 | $547.8K | 0.12% | −948−2.3% | Reduced |
| Buckingham Strategic Partners | 8,840 | $548.4K | 0.04% | +633+7.7% | Added |
| First National Corp | 8,848 | $548.9K | 0.13% | +1,000+12.7% | Added |
| Aviance Capital Partners, LLC | 8,864 | $549.8K | 0.12% | +1,547+21.1% | Added |
| Provence Wealth Management Group | 8,885 | $551.1K | 0.37% | +3,767+73.6% | Added |
| Ferguson Shapiro LLC | 8,890 | $551.5K | 0.47% | +6+0.1% | Added |
| Strait & Sound Wealth Management LLC | 8,906 | $552.4K | 0.55% | +195+2.2% | Added |
| Red Door Wealth Management, LLC | 8,919 | $553.2K | 0.17% | +137+1.6% | Added |
| Laraway Financial Inc | 8,941 | $554.6K | 0.56% | −500−5.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 8,974 | $556.7K | 0.33% | +755+9.2% | Added |
| Capital Management Associates | 9,000 | $558.3K | 0.85% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 9,013 | $559.1K | 0.13% | +365+4.2% | Added |
| Carmichael Hill & Associates, Inc. | 9,038 | $560.6K | 0.29% | −208−2.2% | Reduced |
| Corton Capital Inc. | 9,039 | $560.7K | 0.39% | −1,383−13.3% | Reduced |
| Beacon Financial Advisory LLC | 9,046 | $561.1K | 0.36% | +400+4.6% | Added |
| Cooper Financial Group | 9,060 | $562.0K | 0.15% | +184+2.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 9,072 | $562.7K | 0.09% | 00.0% | Unchanged |
| Asset Management Corp | 9,105 | $564.8K | 0.44% | −14,577−61.6% | Reduced |
| Affinity Capital Advisors, LLC | 9,114 | $565.3K | 0.18% | −458−4.8% | Reduced |
| Retirement Guys Formula LLC | 9,130 | $566.4K | 0.41% | +550+6.4% | Added |
| Centiva Capital, LP | 9,135 | $566.6K | 0.03% | +7,890+633.7% | Added |
| Alan B. Lancz & Associates, Inc. | 9,150 | $567.6K | 0.59% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 9,165 | $568.5K | 0.10% | +4,165+83.3% | Added |
| Mission Creek Capital Partners, Inc. | 9,184 | $569.7K | 0.19% | +21+0.2% | Added |
| Notis-McConarty Edward | 9,200 | $570.7K | 0.23% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 9,220 | $571.9K | 0.67% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 9,223 | $572.1K | 0.63% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 9,244 | $573.4K | 0.20% | −9,574−50.9% | Reduced |
| King Wealth | 9,254 | $574.0K | 0.13% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 8,929 | $574.1K | 0.45% | −281−3.1% | Reduced |
| Searle & Co. | 8,975 | $575.7K | 0.19% | −100−1.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 9,283 | $575.8K | 0.16% | +2,453+35.9% | Added |