Skip to main content

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, Q2 2021

Institutional positions in Coca Cola Co as of Jun 30, 2021. 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
2,508
+47 vs. Q1 2021
Shares held
2.92B
+30.9M (+1.1%) vs. Q1 2021
Total value
$158.2B
+$5.72B (+3.7%) vs. Q1 2021
New holders
141
1,027 more added
Sold out
94
1,000 more reduced

30 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 2,508 institutions
Q1 2021: 2,491 institutionsQ2 2021: 2,508 institutionsQ3 2021: 2,488 institutionsQ4 2021: 2,737 institutionsQ1 2022: 2,769 institutionsQ2 2022: 2,780 institutionsQ3 2022: 2,743 institutionsQ4 2022: 2,885 institutionsQ1 2023: 2,882 institutionsQ2 2023: 2,889 institutionsQ3 2023: 2,836 institutionsQ4 2023: 3,000 institutionsQ1 2024: 2,989 institutionsQ2 2024: 3,043 institutionsQ3 2024: 3,146 institutionsQ4 2024: 3,289 institutionsQ1 2025: 3,375 institutionsQ2 2025: 3,368 institutionsQ3 2025: 3,288 institutionsQ4 2025: 3,484 institutionsQ1 2026: 3,584 institutionsQ2 2026: 3,649 institutions
Value heldQ2 2021: $158.2B
Q1 2021: $153.3BQ2 2021: $158.2BQ3 2021: $154.8BQ4 2021: $176.9BQ1 2022: $185.9BQ2 2022: $189.8BQ3 2022: $169.7BQ4 2022: $193.4BQ1 2023: $187.9BQ2 2023: $182.9BQ3 2023: $169.4BQ4 2023: $178.6BQ1 2024: $186.4BQ2 2024: $196.3BQ3 2024: $223.2BQ4 2024: $193.5BQ1 2025: $225.1BQ2 2025: $223.1BQ3 2025: $205.8BQ4 2025: $222.6BQ1 2026: $241.9BQ2 2026: $263.1B
Institutions holding KO and their total value by quarter
QuarterHoldersValue
Q2 20263,649$263.1B
Q1 20263,584$241.9B
Q4 20253,484$222.6B
Q3 20253,288$205.8B
Q2 20253,368$223.1B
Q1 20253,375$225.1B
Q4 20243,289$193.5B
Q3 20243,146$223.2B
Q2 20243,043$196.3B
Q1 20242,989$186.4B
Q4 20233,000$178.6B
Q3 20232,836$169.4B
Q2 20232,889$182.9B
Q1 20232,882$187.9B
Q4 20222,885$193.4B
Q3 20222,743$169.7B
Q2 20222,780$189.8B
Q1 20222,769$185.9B
Q4 20212,737$176.9B
Q3 20212,488$154.8B
Q2 20212,508$158.2B
Q1 20212,491$153.3B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q1 2021.

Institutions holding KO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers National Bank86,724$0–+487+0.6%Added
Flagship Private Wealth, LLC3$2050.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.13$1.00K0.02%00.0%Unchanged
Brendel Financial Advisors LLC13$1.00K0.00%+13New
Kelly Financial Services LLC60,628$1.12K0.04%+59,511+5,327.8%Added
Core Wealth Advisors, Inc.45$2.00K0.00%00.0%Unchanged
Moser Wealth Advisors, LLC33$2.00K0.00%00.0%Unchanged
Simon Quick Advisors, LLC67$3.00K0.00%−783−92.1%Reduced
Avion Wealth61$3.00K0.00%−296−82.9%Reduced
ClariVest Asset Management LLC55$3.00K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)50$3.00K0.00%00.0%Unchanged
Elmwood Wealth Management, Inc.46$3.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp51$3.00K0.00%+51New
Roble, Belko & Company, Inc79$4.00K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.72$4.00K0.00%+72New
Joseph P. Lucia & Associates, LLC88$5.00K0.00%00.0%Unchanged
Lake Point Wealth Management100$5.00K0.00%+100New
Timber Creek Capital Management LLC134$7.00K0.00%00.0%Unchanged
Veritas Investment Partners (UK) Ltd.130$7.00K0.00%00.0%Unchanged
Mach-1 Financial Group, Inc.137$7.00K0.01%00.0%Unchanged
Standard Family Office LLC146$8.00K0.00%−2,027−93.3%Reduced
First Quadrant L P154$8.00K0.00%−369−70.6%Reduced
Strategic Wealth Management Inc170$9.00K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$9.00K0.00%––
Bay Harbor Wealth Management, LLC193$10.0K0.00%−188−49.3%Reduced
IAG Wealth Partners, LLC172$10.0K0.00%00.0%Unchanged
Activest Wealth Management190$10.0K0.01%00.0%Unchanged
Marquette Asset Management, LLC200$11.0K0.00%00.0%Unchanged
CKW Financial Group200$11.0K0.00%00.0%Unchanged
Zeit Capital LLC200$11.0K0.01%00.0%Unchanged
Global Trust Asset Management, LLC199$11.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC207$11.0K0.01%+207New
Pacifica Partners Inc.241$13.0K0.01%−33,182−99.3%Reduced
Sterling Financial Planning, Inc.244$13.0K0.01%+2+0.8%Added
Ironwood Financial, llc245$13.0K0.00%+98+66.7%Added
Baldrige Asset Management LLC233$13.0K0.01%+233New
Your Advocates Ltd., LLP258$14.0K0.01%−276−51.7%Reduced
Corbenic Partners LLC258$14.0K0.00%+2+0.8%Added
IronBridge Private Wealth, LLC259$14.0K0.01%+1+0.4%Added
Newton One Investments LLC250$14.0K0.01%+250New
Ten Capital Wealth Advisors, LLC286$15.0K0.00%+184+180.4%Added
Twin Lakes Capital Management, LLC300$16.0K0.01%00.0%Unchanged
Permanens Capital L.P.307$17.0K0.00%00.0%Unchanged
Eukles Asset Management311$17.0K0.01%00.0%Unchanged
James Investment Research Inc325$18.0K0.00%−115−26.1%Reduced
Horrell Capital Management, Inc.356$19.0K0.01%00.0%Unchanged
JCIC Asset Management Inc.303$20.0K0.01%00.0%Unchanged
Smith Asset Management Group LP400$22.0K0.00%+400New
Isthmus Partners, LLC400$22.0K0.00%+400New
Dougherty Wealth Advisers LLC400$22.0K0.03%+400New
Professional Financial Advisors, LLC424$23.0K0.01%+3+0.7%Added
Bellwether Advisors, LLC466$25.0K0.01%00.0%Unchanged
Horan Securities, Inc.502$27.0K0.02%00.0%Unchanged
Monumental Financial Group Inc.500$27.0K0.02%+500New
CBIZ Investment Advisory Services, LLC–$28.0K0.00%––
Cedar Wealth Management, LLC543$29.0K0.01%00.0%Unchanged
Retirement Group, LLC536$29.0K0.01%+52+10.7%Added
Larson Financial Group LLC546$30.0K0.01%−904−62.3%Reduced
Costello Asset Management, INC547$30.0K0.02%−19−3.4%Reduced
TD Capital Management LLC554$30.0K0.00%00.0%Unchanged
Paradigm, Strategies in Wealth Management, LLC556$30.0K0.03%+1+0.2%Added
FormulaFolio Investments, LLC581$31.0K0.01%+90+18.3%Added
Evolution Wealth Advisors, LLC584$32.0K0.01%−139−19.2%Reduced
Cranbrook Wealth Management, LLC599$32.0K0.01%00.0%Unchanged
Proffitt & Goodson Inc586$32.0K0.01%00.0%Unchanged
Hillsdale Investment Management Inc.600$32.0K0.00%+600New
Tucker Asset Management LLC599$32.4K0.01%00.0%Unchanged
John W. Brooker & Co., CPAs614$33.0K0.02%00.0%Unchanged
Tortoise Investment Management, LLC618$33.0K0.01%+322+108.8%Added
Arcadia Investment Management Corp628$34.0K0.01%−457−42.1%Reduced
Versant Capital Management, Inc710$38.0K0.01%−1,797−71.7%Reduced
Riggs Asset Managment Co. Inc.700$38.0K0.01%00.0%Unchanged
Syverson Strege & Co697$38.0K0.03%00.0%Unchanged
Annapolis Financial Services, LLC713$39.0K0.01%00.0%Unchanged
Penserra Capital Management LLC745$40.0K0.00%−192,737−99.6%Reduced
MBM Wealth Consultants, LLC731$40.0K0.02%00.0%Unchanged
West Financial Advisors, LLC750$41.0K0.01%00.0%Unchanged
Sawyer & Company, Inc749$41.0K0.02%00.0%Unchanged
Financial Avengers, Inc.780$42.0K0.03%−126−13.9%Reduced
Knuff & Co LLC800$43.0K0.02%00.0%Unchanged
McCarthy Asset Management, Inc.790$43.0K0.03%00.0%Unchanged
Advocacy Wealth Management Services, LLC794$43.0K0.01%+343+76.1%Added
Savior LLC816$44.0K0.04%−445−35.3%Reduced
HighMark Wealth Management LLC838$45.0K0.03%+5+0.6%Added
Raffa Wealth Management, LLC866$46.9K0.02%+345+66.2%Added
Heritage Wealth Management, LLC885$48.0K0.02%−1,237−58.3%Reduced
Resolute Partners Group878$48.0K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.902$48.0K0.04%+418+86.4%Added
AlphaMark Advisors, LLC909$49.0K0.02%+4+0.4%Added
Hoese & Co LLP900$49.0K0.06%+100+12.5%Added
PrairieView Partners, LLC920$50.0K0.01%+2+0.2%Added
Cowen Prime Services LLC1,000$54.0K0.02%00.0%Unchanged
Stonebridge Financial Planning Group, LLC990$54.0K0.03%00.0%Unchanged
Ford Financial Group, LLC1,006$54.0K0.02%+1,006New
tru Independence LLC1,003$54.0K0.02%+1,003New
Cowen Prime Advisors LLC1,000$54.0K0.02%+1,000New
Danda Trouve Investment Management, Inc.1,016$55.0K0.07%+8+0.8%Added
DB Wealth Management Group, LLC1,040$56.0K0.04%−113−9.8%Reduced
Markston International LLC1,053$57.0K0.03%+50+5.0%Added
FAI Wealth Management1,080$58.0K0.05%00.0%Unchanged