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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 27,819 | $1.50M | 0.06% | −826−2.9% | Reduced |
| AIMZ Investment Advisors, LLC | 27,883 | $1.51M | 0.68% | −45−0.2% | Reduced |
| Resource Management, LLC | 27,937 | $1.51M | 0.17% | −2,946−9.5% | Reduced |
| Hudson Value Partners, LLC | 27,957 | $1.51M | 0.84% | +84+0.3% | Added |
| Texas Yale Capital Corp. | 27,997 | $1.51M | 0.09% | 00.0% | Unchanged |
| Assetmark, Inc | 28,005 | $1.51M | 0.01% | +2,923+11.7% | Added |
| Cobblestone Capital Advisors LLC | 28,052 | $1.52M | 0.10% | +62+0.2% | Added |
| Intrust Bank NA | 28,066 | $1.52M | 0.21% | +1,103+4.1% | Added |
| AIA Group Ltd | 27,302 | $1.52M | 0.10% | +10,570+63.2% | Added |
| Wealth Advisory Solutions, LLC | 28,196 | $1.53M | 0.36% | −316−1.1% | Reduced |
| Meridian Management Co | 28,336 | $1.53M | 0.45% | +200+0.7% | Added |
| Laffer Tengler Investments | 28,426 | $1.54M | 0.58% | −1,568−5.2% | Reduced |
| ICW Investment Advisors LLC | 28,483 | $1.54M | 1.01% | +485+1.7% | Added |
| Aull & Monroe Investment Management Corp | 28,508 | $1.54M | 0.73% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 28,520 | $1.54M | 0.20% | +8,291+41.0% | Added |
| Front Row Advisors LLC | 27,160 | $1.54M | 0.63% | −659−2.4% | Reduced |
| Quadrant Capital Group LLC | 28,591 | $1.55M | 0.22% | −962−3.3% | Reduced |
| CVA Family Office, LLC | 28,654 | $1.55M | 0.44% | +1,056+3.8% | Added |
| Court Place Advisors, LLC | 28,712 | $1.55M | 0.45% | −548−1.9% | Reduced |
| Brighton Jones LLC | 28,747 | $1.55M | 0.08% | +2,758+10.6% | Added |
| Perpetual Investment Management Ltd | 28,838 | $1.56M | 0.22% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 29,033 | $1.57M | 0.11% | +76+0.3% | Added |
| Flagship Harbor Advisors, LLC | 29,061 | $1.57M | 0.17% | −1,568−5.1% | Reduced |
| LVM Capital Management Ltd | 29,088 | $1.57M | 0.24% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 29,131 | $1.58M | 0.31% | +4,060+16.2% | Added |
| Hudock, Inc. | 29,151 | $1.58M | 0.47% | +233+0.8% | Added |
| SageGuard Financial Group, LLC | 29,217 | $1.58M | 0.72% | +620+2.2% | Added |
| Am Investment Strategies LLC | 29,250 | $1.58M | 0.41% | +110.0% | Added |
| Koss-Olinger Consulting, LLC | 29,277 | $1.58M | 0.24% | +2,381+8.9% | Added |
| Founders Capital Management | 29,412 | $1.59M | 1.04% | −3,455−10.5% | Reduced |
| Engineers Gate Manager LP | 29,579 | $1.60M | 0.10% | −29,981−50.3% | Reduced |
| Sandhill Capital Partners LLC | 29,614 | $1.60M | 0.12% | +3,846+14.9% | Added |
| Eagle Global Advisors LLC | 29,729 | $1.61M | 0.10% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 29,872 | $1.62M | 0.25% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 29,880 | $1.62M | 0.07% | −1,378−4.4% | Reduced |
| Thoroughbred Financial Services, LLC | 29,886 | $1.62M | 0.40% | −843−2.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 29,934 | $1.62M | 0.11% | −4,032−11.9% | Reduced |
| Franklin Street Capital Partners, LLC | 30,000 | $1.62M | 1.72% | −70,000−70.0% | Reduced |
| Certified Advisory Corp | 30,004 | $1.62M | 0.41% | +3,906+15.0% | Added |
| Orion Portfolio Solutions, LLC | 30,034 | $1.63M | 0.06% | +6,381+27.0% | Added |
| Brown Advisory Securities, LLC | 30,184 | $1.63M | 0.26% | −4,648−13.3% | Reduced |
| Highlander Capital Management, LLC | 30,230 | $1.64M | 0.82% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 30,332 | $1.64M | 0.11% | +41+0.1% | Added |
| Stillwater Investment Management, LLC | 30,475 | $1.65M | 0.44% | −323−1.0% | Reduced |
| Main Street Financial Solutions, LLC | 30,578 | $1.66M | 0.27% | +557+1.9% | Added |
| Coastal Bridge Advisors, LLC | 30,630 | $1.66M | 0.34% | +559+1.9% | Added |
| Dohj, LLC | 30,753 | $1.66M | 0.88% | −2,291−6.9% | Reduced |
| Andesa Financial Management Inc. | 30,732 | $1.66M | 0.50% | −1,892−5.8% | Reduced |
| Pegasus Partners Ltd. | 30,832 | $1.67M | 0.32% | −1,802−5.5% | Reduced |
| Fiera Capital Corp | 30,836 | $1.67M | 0.00% | −3,326−9.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 30,839 | $1.67M | 0.25% | −1,600−4.9% | Reduced |
| Cozad Asset Management Inc | 31,037 | $1.68M | 0.26% | −19,686−38.8% | Reduced |
| Chicago Trust Co NA | 31,095 | $1.68M | 0.40% | +13,340+75.1% | Added |
| Clear Street Markets LLC | 31,111 | $1.68M | 0.36% | +22,311+253.5% | Added |
| TrimTabs Asset Management, LLC | 31,028 | $1.69M | 0.86% | +31,028 | New |
| Triangle Securities Wealth Management | 31,286 | $1.69M | 0.57% | +94+0.3% | Added |
| Clarius Group, LLC | 31,292 | $1.69M | 0.15% | +1,940+6.6% | Added |
| Meiji Yasuda Life Insurance Co | 31,302 | $1.69M | 0.03% | +333+1.1% | Added |
| Fort, L.P. | 31,370 | $1.70M | 0.49% | −2,022−6.1% | Reduced |
| Roberts Glore & Co Inc | 31,364 | $1.70M | 0.51% | −590−1.8% | Reduced |
| Manchester Capital Management LLC | 31,421 | $1.70M | 0.23% | −803−2.5% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 31,455 | $1.70M | 0.63% | −225−0.7% | Reduced |
| Aevitas Wealth Management, Inc. | 31,532 | $1.71M | 1.09% | +1,032+3.4% | Added |
| First Personal Financial Services | 31,538 | $1.71M | 0.44% | −1,370−4.2% | Reduced |
| Bonness Enterprises Inc | 31,600 | $1.71M | 0.86% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 31,658 | $1.71M | 0.84% | +5,588+21.4% | Added |
| Smith Shellnut Wilson LLC | 31,691 | $1.72M | 1.00% | −6,768−17.6% | Reduced |
| Exeter Financial, LLC | 31,660 | $1.72M | 0.99% | +1,728+5.8% | Added |
| Boyd Watterson Asset Management LLC | 31,716 | $1.72M | 0.69% | −46−0.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 31,752 | $1.72M | 0.06% | +42+0.1% | Added |
| LBMC Investment Advisors, LLC | 31,791 | $1.72M | 0.16% | +847+2.7% | Added |
| Arrow Financial Corp | 31,845 | $1.72M | 0.22% | −799−2.4% | Reduced |
| Holderness Investments Co | 31,836 | $1.72M | 0.57% | +246+0.8% | Added |
| South Street Advisors LLC | 31,880 | $1.73M | 0.32% | +31,880 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 31,990 | $1.73M | 0.43% | −43,003−57.3% | Reduced |
| Cohen Investment Advisors LLC | 32,040 | $1.73M | 1.35% | −884−2.7% | Reduced |
| Woodmont Investment Counsel LLC | 32,216 | $1.74M | 0.27% | −2,996−8.5% | Reduced |
| Boltwood Capital Management | 32,305 | $1.75M | 0.73% | −415−1.3% | Reduced |
| Zions Bancorporation, N.A. | 32,435 | $1.75M | 0.18% | +5,228+19.2% | Added |
| Summit X, LLC | 32,486 | $1.76M | 0.44% | +877+2.8% | Added |
| Shoker Investment Counsel, Inc. | 32,524 | $1.76M | 0.88% | +178+0.6% | Added |
| Curbstone Financial Management Corp | 32,516 | $1.76M | 0.33% | +4,066+14.3% | Added |
| Smith, Moore & Co. | 32,530 | $1.76M | 0.27% | −3,726−10.3% | Reduced |
| Marino, Stram & Associates LLC | 32,608 | $1.76M | 0.46% | −833−2.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 32,608 | $1.76M | 0.46% | +1,139+3.6% | Added |
| WBH Advisory Inc | 31,089 | $1.77M | 0.26% | −368−1.2% | Reduced |
| Consolidated Planning Corp | 33,262 | $1.80M | 1.33% | −2,169−6.1% | Reduced |
| Abacus Planning Group, Inc. | 33,322 | $1.80M | 0.55% | −658−1.9% | Reduced |
| Symmetry Partners, LLC | 33,348 | $1.80M | 0.12% | −4,174−11.1% | Reduced |
| Capstone Triton Financial Group, LLC | 33,374 | $1.81M | 1.11% | +1,498+4.7% | Added |
| Berkeley Capital Partners, LLC | 33,402 | $1.81M | 0.80% | −580−1.7% | Reduced |
| Hodges Capital Management Inc. | 33,456 | $1.81M | 0.20% | −2,393−6.7% | Reduced |
| Fruth Investment Management | 33,452 | $1.81M | 0.54% | −200−0.6% | Reduced |
| Quattro Financial Advisors LLC | 32,242 | $1.81M | 0.48% | −4,365−11.9% | Reduced |
| Agf Investments Inc. | 33,752 | $1.83M | 0.01% | +17,357+105.9% | Added |
| Signet Investment Advisory Group, Inc. | 33,760 | $1.83M | 1.18% | −928−2.7% | Reduced |
| Assenagon Asset Management S.A. | 33,923 | $1.84M | 0.01% | −684,556−95.3% | Reduced |
| Stokes Family Office, LLC | 33,923 | $1.84M | 0.26% | +2,472+7.9% | Added |
| Pearl River Capital, LLC | 33,925 | $1.84M | 0.51% | +33,925 | New |
| GYL Financial Synergies, LLC | 34,031 | $1.84M | 0.95% | +273+0.8% | Added |