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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 16,814 | $910.0K | 0.23% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 16,925 | $916.0K | 0.10% | +101+0.6% | Added |
| Personal Cfo Solutions, LLC | 16,923 | $916.0K | 0.19% | +945+5.9% | Added |
| Legacy Wealth Asset Management, LLC | 16,990 | $919.0K | 0.41% | +21+0.1% | Added |
| Independent Financial Group, LLC | 17,095 | $925.0K | 0.10% | −687−3.9% | Reduced |
| Spreng Capital Management, Inc. | 17,113 | $926.0K | 0.60% | +1,221+7.7% | Added |
| Fieldpoint Private Securities, LLC | 16,306 | $926.0K | 0.20% | +495+3.1% | Added |
| StoneX Group Inc. | 17,075 | $929.0K | 0.14% | +4,661+37.5% | Added |
| NorthRock Partners, LLC | 17,186 | $930.0K | 0.08% | +2,338+15.7% | Added |
| Fairfield, Bush & Co. | 17,243 | $933.0K | 0.25% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 17,254 | $934.0K | 0.43% | +2,436+16.4% | Added |
| Tiedemann Advisors, LLC | 17,161 | $935.0K | 0.04% | −874−4.8% | Reduced |
| St. Louis Trust Co | 17,275 | $935.0K | 0.23% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 17,297 | $936.0K | 0.30% | −293−1.7% | Reduced |
| Old North State Trust, LLC | 17,326 | $938.0K | 0.71% | +1,834+11.8% | Added |
| Beaton Management Co. Inc. | 17,375 | $940.0K | 0.60% | 00.0% | Unchanged |
| LCNB Corp | 17,377 | $940.0K | 0.47% | +250+1.5% | Added |
| JFS Wealth Advisors, LLC | 17,367 | $940.0K | 0.14% | +383+2.3% | Added |
| Providence First Trust Co | 17,410 | $942.0K | 0.44% | −166−0.9% | Reduced |
| Next Capital Management LLC | 17,450 | $944.0K | 0.60% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 17,462 | $945.0K | 0.14% | +95+0.5% | Added |
| Wellington Shields & Co., LLC | 17,600 | $952.0K | 0.31% | −575−3.2% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,640 | $954.0K | 0.04% | +101+0.6% | Added |
| Old Point Trust & Financial Services N A | 17,643 | $955.0K | 0.42% | −3,810−17.8% | Reduced |
| Fort Pitt Capital Group, LLC | 17,651 | $955.0K | 0.04% | +282+1.6% | Added |
| Pathstone Family Office, LLC | 17,622 | $957.0K | 0.03% | +3,969+29.1% | Added |
| Ballentine Partners, LLC | 17,714 | $959.0K | 0.03% | −1,399−7.3% | Reduced |
| Schnieders Capital Management LLC | 17,746 | $960.0K | 0.26% | −80−0.4% | Reduced |
| EPG Wealth Management LLC | 17,777 | $962.0K | 0.41% | +61+0.3% | Added |
| Lake Street Advisors Group, LLC | 16,934 | $963.0K | 0.07% | −237−1.4% | Reduced |
| Sawtooth Solutions, LLC | 17,812 | $964.0K | 0.19% | +4,293+31.8% | Added |
| Bedel Financial Consulting, Inc. | 17,852 | $966.0K | 0.34% | +457+2.6% | Added |
| Security National Bank of So Dak | 17,862 | $967.0K | 0.74% | −5,783−24.5% | Reduced |
| Infusive Asset Management Inc. | 17,873 | $967.0K | 0.19% | +819+4.8% | Added |
| Hotaling Investment Management, LLC | 17,930 | $970.0K | 0.39% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 17,964 | $972.0K | 0.64% | +767+4.5% | Added |
| YHB Investment Advisors, Inc. | 17,996 | $974.0K | 0.08% | +140+0.8% | Added |
| Regents of the University of California | 18,000 | $974.0K | 0.12% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 17,860 | $974.0K | 0.44% | 00.0% | Unchanged |
| JT Stratford LLC | 18,015 | $975.0K | 0.31% | −335−1.8% | Reduced |
| Aberdeen Wealth Management LLC | 18,021 | $975.0K | 0.90% | +40.0% | Added |
| Private Capital Advisors, Inc. | 18,010 | $975.0K | 0.16% | 00.0% | Unchanged |
| Farmers Trust Co | 18,068 | $977.0K | 0.22% | −100−0.6% | Reduced |
| Means Investment Co., Inc. | 18,048 | $977.0K | 0.20% | +724+4.2% | Added |
| Blume Capital Management, Inc. | 18,100 | $979.0K | 0.36% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 18,109 | $980.0K | 0.53% | −1,363−7.0% | Reduced |
| RMB Capital Management, LLC | 18,105 | $980.0K | 0.03% | +932+5.4% | Added |
| Segment Wealth Management, LLC | 18,170 | $983.0K | 0.12% | +11+0.1% | Added |
| Freedom Day Solutions, LLC | 18,189 | $984.0K | 0.47% | −200−1.1% | Reduced |
| Sit Investment Associates Inc | 18,202 | $985.0K | 0.02% | −6,000−24.8% | Reduced |
| Wall Street Access Asset Management, LLC | 18,237 | $986.0K | 0.55% | 00.0% | Unchanged |
| Fundamentun, LLC | 18,220 | $986.0K | 0.27% | +2,767+17.9% | Added |
| GSB Wealth Management, LLC | 18,230 | $986.0K | 0.31% | +5,355+41.6% | Added |
| JNBA Financial Advisors | 18,278 | $989.0K | 0.13% | +575+3.2% | Added |
| TRUE Private Wealth Advisors | 18,162 | $990.0K | 0.15% | −3,128−14.7% | Reduced |
| 1st Source Bank | 18,305 | $991.0K | 0.06% | −365−2.0% | Reduced |
| Parkside Financial Bank & Trust | 18,332 | $992.0K | 0.29% | −236−1.3% | Reduced |
| Successful Portfolios LLC | 18,380 | $995.0K | 0.60% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 18,423 | $997.0K | 0.22% | −600−3.2% | Reduced |
| Good Life Advisors, LLC | 18,470 | $999.0K | 0.19% | −2,052−10.0% | Reduced |
| AXS Investments LLC | 18,488 | $1.00M | 0.30% | −5,189−21.9% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 18,506 | $1.00M | 0.14% | +27+0.1% | Added |
| Smith, Salley & Associates | 18,552 | $1.00M | 0.08% | +683+3.8% | Added |
| Novare Capital Management LLC | 18,594 | $1.01M | 0.11% | +323+1.8% | Added |
| Waddell & Associates, LLC | 18,629 | $1.01M | 0.17% | +18,629 | New |
| Cornell Pochily Investment Advisors, Inc. | 18,646 | $1.01M | 0.44% | +2,295+14.0% | Added |
| Marcum Wealth, LLC | 18,663 | $1.01M | 0.16% | −2,264−10.8% | Reduced |
| Grimes & Company, Inc. | 18,662 | $1.01M | 0.04% | −610−3.2% | Reduced |
| Wealthcare Advisory Partners LLC | 18,672 | $1.01M | 0.07% | +397+2.2% | Added |
| Telos Capital Management, Inc. | 18,728 | $1.01M | 0.13% | −298−1.6% | Reduced |
| WealthTrust Axiom LLC | 18,741 | $1.01M | 0.33% | −200−1.1% | Reduced |
| PNC Managed Account Solutions, Inc. | 18,755 | $1.01M | 0.20% | +18,755 | New |
| Voya Financial Advisors, Inc. | 18,948 | $1.02M | 0.13% | −91,896−82.9% | Reduced |
| CPWM, LLC | 18,994 | $1.03M | 0.08% | +58+0.3% | Added |
| Jones Financial Companies LLLP | 19,027 | $1.03M | 0.00% | +65+0.3% | Added |
| Davidson Trust Co | 19,095 | $1.03M | 0.80% | +507+2.7% | Added |
| Ascension Asset Management LLC | 19,100 | $1.03M | 0.68% | −50−0.3% | Reduced |
| Buffington Mohr McNeal | 19,222 | $1.04M | 0.20% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 19,247 | $1.04M | 0.63% | +19,247 | New |
| Centric Wealth Management | 19,337 | $1.05M | 0.36% | +857+4.6% | Added |
| Northstar Investment Advisors LLC | 18,359 | $1.05M | 0.14% | −1,520−7.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 19,410 | $1.05M | 0.33% | −900−4.4% | Reduced |
| Ashford Capital Management Inc | 19,428 | $1.05M | 0.09% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 19,423 | $1.05M | 0.76% | +86+0.4% | Added |
| Hendley & Co Inc | 19,441 | $1.05M | 0.35% | −2,840−12.7% | Reduced |
| Exchange Capital Management, Inc. | 19,462 | $1.05M | 0.20% | +570+3.0% | Added |
| Coco Enterprises, LLC | 19,499 | $1.06M | 0.88% | +2,423+14.2% | Added |
| Hall Capital Management Co Inc | 19,523 | $1.06M | 0.68% | +19,523 | New |
| Delta Asset Management LLC | 19,543 | $1.06M | 0.10% | +102+0.5% | Added |
| Wealthsource Partners, LLC | 19,563 | $1.06M | 0.09% | +1,157+6.3% | Added |
| Biltmore Family Office, LLC | 19,446 | $1.06M | 0.30% | +30.0% | Added |
| Joel Isaacson & Co., LLC | 19,612 | $1.06M | 0.08% | +1,083+5.8% | Added |
| First Bank & Trust | 19,646 | $1.06M | 0.51% | −971−4.7% | Reduced |
| Sculati Wealth Management, LLC | 19,671 | $1.06M | 0.56% | +2,155+12.3% | Added |
| Spinnaker Trust | 19,764 | $1.07M | 0.07% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 19,892 | $1.08M | 0.36% | +29+0.1% | Added |
| St Germain D J Co Inc | 19,913 | $1.08M | 0.07% | +257+1.3% | Added |
| Octavia Wealth Advisors, LLC | 19,760 | $1.08M | 0.28% | +395+2.0% | Added |
| Ironwood Investment Counsel, LLC | 19,929 | $1.08M | 0.29% | −2,859−12.5% | Reduced |
| Avidian Wealth Solutions, LLC | 19,977 | $1.08M | 0.08% | −1,542−7.2% | Reduced |