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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,649 | $263.1B |
| Q1 2026 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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, Q2 2021
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trust Co of Oklahoma | 14,029 | $759.1K | 0.26% | −150−1.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,044 | $760.0K | 0.22% | +38+0.3% | Added |
| Wealth Alliance | 14,188 | $768.0K | 0.18% | +4,441+45.6% | Added |
| Dorsey & Whitney Trust CO LLC | 14,200 | $769.0K | 0.07% | −1,064−7.0% | Reduced |
| LexAurum Advisors, LLC | 14,230 | $770.0K | 0.23% | −1,417−9.1% | Reduced |
| Badgley Phelps & Bell Inc | 14,237 | $770.0K | 0.03% | −688−4.6% | Reduced |
| CRA Financial Services, LLC | 14,282 | $773.0K | 0.27% | +504+3.7% | Added |
| TBH Global Asset Management, LLC | 14,317 | $775.0K | 0.18% | 00.0% | Unchanged |
| Stableford Capital II LLC | 14,383 | $778.0K | 0.37% | +215+1.5% | Added |
| Paradigm Asset Management Co LLC | 14,400 | $779.2K | 0.20% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 14,415 | $780.0K | 0.18% | +107+0.7% | Added |
| Dividend Assets Capital, LLC | 14,438 | $781.0K | 0.15% | −50−0.3% | Reduced |
| Samlyn Capital, LLC | 14,444 | $781.0K | 0.01% | +14,444 | New |
| Burns Matteson Capital Management, LLC | 14,468 | $782.9K | 0.62% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 14,488 | $784.0K | 0.42% | −1,150−7.4% | Reduced |
| Aries Wealth Management | 14,604 | $790.0K | 0.34% | +53+0.4% | Added |
| Ashfield Capital Partners, LLC | 14,592 | $790.0K | 0.06% | +1,011+7.4% | Added |
| Paradigm Financial Advisors, LLC | 14,623 | $791.0K | 0.18% | −1,125−7.1% | Reduced |
| Stonnington Group, LLC | 14,630 | $792.0K | 0.18% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 14,694 | $795.0K | 0.44% | +10.0% | Added |
| Eagle Bay Advisors LLC | 14,621 | $797.0K | 0.64% | +14,621 | New |
| Blue Edge Capital, LLC | 14,833 | $802.6K | 0.17% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 14,853 | $803.7K | 0.35% | +238+1.6% | Added |
| Estabrook Capital Management | 14,862 | $804.2K | 0.12% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 14,903 | $806.4K | 0.12% | −13−0.1% | Reduced |
| TCW Group Inc | 14,938 | $808.0K | 0.01% | −20,925−58.3% | Reduced |
| AdvisorNet Financial, Inc | 14,936 | $808.0K | 0.05% | −7,953−34.7% | Reduced |
| American Financial Advisors, LLC | 14,930 | $808.0K | 0.11% | −479−3.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,934 | $808.0K | 0.33% | −271−1.8% | Reduced |
| Lumature Wealth Partners, LLC | 14,936 | $808.0K | 0.33% | −8−0.1% | Reduced |
| Marathon Capital Management | 14,958 | $809.0K | 0.19% | −999−6.3% | Reduced |
| Alphasimplex Group, LLC | 14,961 | $810.0K | 0.40% | +4,503+43.1% | Added |
| Selective Wealth Management, Inc. | 14,980 | $811.0K | 0.65% | −20−0.1% | Reduced |
| Redmond Asset Management, LLC | 15,006 | $812.0K | 0.24% | −520−3.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,993 | $812.0K | 0.08% | −399−2.6% | Reduced |
| Morse Asset Management, Inc | 15,000 | $812.0K | 0.20% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 15,039 | $814.0K | 0.21% | −211−1.4% | Reduced |
| Hemenway Trust Co LLC | 15,090 | $817.0K | 0.08% | +1,225+8.8% | Added |
| Saybrook Capital | 15,165 | $821.0K | 0.22% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 15,167 | $821.0K | 0.14% | +11,323+294.6% | Added |
| Eqis Capital Management, Inc. | 15,231 | $824.0K | 0.06% | −110−0.7% | Reduced |
| Pantheon Investment Group, LLC | 15,245 | $825.0K | 0.69% | +225+1.5% | Added |
| ACT Advisors, LLC. | 15,337 | $826.0K | 0.63% | 00.0% | Unchanged |
| Burleson & Company, LLC | 15,273 | $826.0K | 0.12% | +30.0% | Added |
| Oxler Private Wealth LLC | 15,300 | $827.0K | 0.36% | −100−0.6% | Reduced |
| Community Trust & Investment Co | 15,283 | $827.0K | 0.08% | +6,267+69.5% | Added |
| WSFS Capital Management, LLC | 15,303 | $828.0K | 0.37% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 15,287 | $828.0K | 0.07% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 15,362 | $831.0K | 0.07% | −140−0.9% | Reduced |
| Adirondack Research & Management Inc. | 15,402 | $833.0K | 0.97% | +20.0% | Added |
| DAGCO, Inc. | 15,500 | $839.0K | 0.37% | −3,450−18.2% | Reduced |
| Verity Asset Management, Inc. | 15,557 | $842.0K | 0.46% | +2,841+22.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 15,587 | $843.0K | 0.34% | −3,404−17.9% | Reduced |
| Palumbo Wealth Management LLC | 15,634 | $846.0K | 0.57% | +67+0.4% | Added |
| New World Advisors LLC | 15,634 | $846.0K | 0.57% | +15,634 | New |
| InTrack Investment Management Inc | 15,713 | $847.0K | 0.66% | +2,430+18.3% | Added |
| Cairn Investment Group, Inc. | 15,685 | $848.0K | 0.62% | −755−4.6% | Reduced |
| Intersect Capital LLC | 15,678 | $848.0K | 0.15% | +764+5.1% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 15,739 | $852.0K | 0.93% | +2,421+18.2% | Added |
| Peak Asset Management, LLC | 15,757 | $853.0K | 0.21% | +225+1.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 15,784 | $853.0K | 0.06% | +15,784 | New |
| Eagle Ridge Investment Management | 15,776 | $854.0K | 0.10% | 00.0% | Unchanged |
| Wintrust Investments LLC | 15,792 | $854.0K | 0.09% | +1,622+11.4% | Added |
| First Hawaiian Bank | 15,798 | $855.0K | 0.04% | −894−5.4% | Reduced |
| Cornerstone Management, Inc. | 15,807 | $855.3K | 0.23% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 15,854 | $858.0K | 0.21% | +15,854 | New |
| Machina Capital S.A.S. | 15,900 | $860.0K | 1.46% | +7,500+89.3% | Added |
| Cim Investment Mangement Inc | 15,913 | $861.0K | 0.27% | −187−1.2% | Reduced |
| Advisors Capital Management, LLC | 15,917 | $861.0K | 0.03% | +2,927+22.5% | Added |
| Versor Investments LP | 15,933 | $862.0K | 0.03% | +15,933 | New |
| Adams Wealth Management | 15,950 | $863.0K | 0.37% | −271−1.7% | Reduced |
| EagleClaw Capital Managment, LLC | 15,954 | $863.0K | 0.22% | 00.0% | Unchanged |
| Verition Fund Management LLC | 16,001 | $866.0K | 0.01% | +16,001 | New |
| N.E.W. Advisory Services LLC | 16,076 | $869.0K | 0.15% | −1,045−6.1% | Reduced |
| Lathrop Investment Management Corp | 16,089 | $871.0K | 0.18% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 16,091 | $871.0K | 0.05% | +16+0.1% | Added |
| Renasant Bank | 16,129 | $872.0K | 0.66% | +3,425+27.0% | Added |
| Hoertkorn Richard Charles | 16,200 | $877.0K | 0.39% | −2,150−11.7% | Reduced |
| Family Management Corp | 16,256 | $880.0K | 0.23% | +5,961+57.9% | Added |
| Arvest Bank Trust Division | 16,293 | $882.0K | 0.05% | +746+4.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,327 | $883.0K | 0.05% | +7,336+81.6% | Added |
| Aptus Capital Advisors, LLC | 16,221 | $884.0K | 0.04% | +6,674+69.9% | Added |
| Avestar Capital, LLC | 16,267 | $887.0K | 0.17% | +300+1.9% | Added |
| Hayden Royal, LLC | 16,313 | $890.0K | 0.49% | −424−2.5% | Reduced |
| Altfest L J & Co Inc | 16,456 | $890.0K | 0.19% | +371+2.3% | Added |
| Premier Asset Management LLC | 16,475 | $891.0K | 0.13% | −8,800−34.8% | Reduced |
| Alyeska Investment Group, L.P. | 16,468 | $891.0K | 0.01% | +16,468 | New |
| Constitution Capital LLC | 16,488 | $892.0K | 0.55% | −447−2.6% | Reduced |
| Keebeck Wealth Management, LLC | 16,360 | $892.0K | 0.13% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 16,529 | $894.0K | 0.02% | +383+2.4% | Added |
| Aldebaran Financial Inc. | 16,535 | $896.0K | 0.79% | +1,653+11.1% | Added |
| Heartwood Wealth Advisors LLC | 16,570 | $897.0K | 0.14% | +4,639+38.9% | Added |
| Klingenstein Fields & Co LP | 16,602 | $898.0K | 0.04% | −16,066−49.2% | Reduced |
| Adviser Investments LLC | 16,596 | $898.0K | 0.07% | +9,650+138.9% | Added |
| Rosenbaum Jay D. | 16,660 | $901.0K | 1.49% | −25−0.1% | Reduced |
| Parsons Capital Management Inc | 16,664 | $902.0K | 0.07% | −683−3.9% | Reduced |
| Capstone Financial Advisors, Inc. | 16,715 | $904.0K | 0.07% | +1,578+10.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,746 | $906.0K | 0.63% | +228+1.4% | Added |
| Pinnacle Bancorp, Inc. | 16,763 | $907.0K | 0.41% | −195−1.1% | Reduced |
| Mainstay Capital Management LLC | 16,827 | $910.0K | 0.21% | −371−2.2% | Reduced |