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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 42,297 | $2.29M | 1.04% | +456+1.1% | Added |
| MACRO Consulting Group | 42,382 | $2.29M | 1.18% | +1,749+4.3% | Added |
| Asset Management Corp | 42,329 | $2.29M | 1.48% | −2,178−4.9% | Reduced |
| Perennial Investment Advisors, LLC | 42,407 | $2.29M | 0.84% | −488−1.1% | Reduced |
| MD Financial Management Inc. | 42,792 | $2.31M | 0.07% | +41,592+3,466.0% | Added |
| Vestmark Advisory Solutions, Inc. | 43,184 | $2.34M | 0.17% | +3,323+8.3% | Added |
| Kinloch Capital, LLC | 43,205 | $2.34M | 1.68% | +3,261+8.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 43,245 | $2.34M | 0.78% | +1,092+2.6% | Added |
| Beck Mack & Oliver LLC | 43,258 | $2.34M | 0.06% | +1,635+3.9% | Added |
| Boenning & Scattergood, Inc. | 43,385 | $2.35M | 0.41% | −1,396−3.1% | Reduced |
| Northeast Investment Management | 43,894 | $2.38M | 0.13% | −662−1.5% | Reduced |
| Dana Investment Advisors, Inc. | 44,201 | $2.39M | 0.11% | −303−0.7% | Reduced |
| Silver Lake Advisory, LLC | 42,063 | $2.39M | 1.15% | +378+0.9% | Added |
| Emfo, LLC | 44,255 | $2.40M | 2.09% | +44,255 | New |
| Bremer Bank National Association | 44,503 | $2.41M | 0.52% | −1,194−2.6% | Reduced |
| Asset Dedication, LLC | 44,662 | $2.41M | 0.36% | +18,888+73.3% | Added |
| ACG Wealth | 44,599 | $2.41M | 0.31% | −3,070−6.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 43,100 | $2.43M | 1.05% | −24−0.1% | Reduced |
| Mirabella Financial Services LLP | 44,970 | $2.43M | 0.47% | +44,970 | New |
| Arkadios Wealth Advisors | 45,231 | $2.45M | 0.30% | +12,628+38.7% | Added |
| Keystone Financial Planning, Inc. | 45,721 | $2.47M | 0.90% | −626−1.4% | Reduced |
| First PREMIER Bank | 45,861 | $2.48M | 0.72% | −510−1.1% | Reduced |
| Empirical Finance, LLC | 45,859 | $2.48M | 0.40% | +6,761+17.3% | Added |
| IHT Wealth Management, LLC | 46,027 | $2.49M | 0.16% | −3,171−6.4% | Reduced |
| Trust Co of Virginia | 46,310 | $2.49M | 0.27% | −1,167−2.5% | Reduced |
| Rothschild Investment Corp | 46,123 | $2.50M | 0.20% | −563−1.2% | Reduced |
| Gamble Jones Investment Counsel | 46,376 | $2.51M | 0.16% | −200−0.4% | Reduced |
| Grandfield & Dodd, LLC | 46,410 | $2.51M | 0.17% | +538+1.2% | Added |
| Xcel Wealth Management, LLC | 46,398 | $2.51M | 0.76% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 46,426 | $2.51M | 0.92% | −2,165−4.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 46,486 | $2.52M | 0.87% | −3,198−6.4% | Reduced |
| Atlantic Union Bankshares Corp | 46,673 | $2.52M | 0.24% | +1,782+4.0% | Added |
| Aureus Asset Management, LLC | 46,676 | $2.53M | 0.16% | +14,727+46.1% | Added |
| Prelude Capital Management, LLC | 46,716 | $2.54M | 0.14% | +31,600+209.1% | Added |
| Doyle Wealth Management | 46,959 | $2.54M | 0.21% | +601+1.3% | Added |
| Callahan Advisors, LLC | 46,992 | $2.54M | 0.32% | +208+0.4% | Added |
| Waldron Private Wealth LLC | 46,760 | $2.55M | 0.16% | −353−0.7% | Reduced |
| Charter Trust Co | 47,158 | $2.55M | 0.24% | −22,588−32.4% | Reduced |
| WMS Partners, LLC | 47,223 | $2.56M | 0.38% | −240−0.5% | Reduced |
| Group One Trading, L.P. | 47,249 | $2.56M | 0.05% | −300,253−86.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 47,398 | $2.56M | 0.41% | +5,561+13.3% | Added |
| Jackson Wealth Management, LLC | 47,451 | $2.57M | 0.32% | +1,048+2.3% | Added |
| Prospera Financial Services Inc | 47,420 | $2.57M | 0.13% | +1,760+3.9% | Added |
| Palisade Asset Management, LLC | 47,486 | $2.57M | 0.30% | −737−1.5% | Reduced |
| Exane Derivatives | 46,818 | $2.58M | 0.60% | −680−1.4% | Reduced |
| Savant Capital, LLC | 47,616 | $2.58M | 0.10% | +485+1.0% | Added |
| Citadel Investment Advisory, Inc. | 47,686 | $2.58M | 1.60% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 47,892 | $2.59M | 0.01% | +524+1.1% | Added |
| Harbour Investment Management LLC | 47,931 | $2.59M | 1.30% | 00.0% | Unchanged |
| United Fire Group Inc | 48,000 | $2.60M | 1.32% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 48,020 | $2.60M | 0.25% | −1,225−2.5% | Reduced |
| Reilly Financial Advisors, LLC | 48,015 | $2.60M | 0.21% | +2,536+5.6% | Added |
| Violich Capital Management, Inc. | 48,028 | $2.60M | 0.44% | −2,725−5.4% | Reduced |
| BLB&B Advisors, LLC | 48,254 | $2.61M | 0.19% | −1,359−2.7% | Reduced |
| Gables Capital Management Inc. | 48,332 | $2.62M | 1.79% | −16,414−25.4% | Reduced |
| Hikari Power Ltd | 48,400 | $2.62M | 0.26% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 48,700 | $2.63M | 1.25% | +48,700 | New |
| Moloney Securities Asset Management, LLC | 48,858 | $2.64M | 0.48% | +1,085+2.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 48,890 | $2.65M | 1.48% | +168+0.3% | Added |
| Moneta Group Investment Advisors LLC | 48,993 | $2.65M | 0.12% | +4,315+9.7% | Added |
| Soltis Investment Advisors LLC | 49,079 | $2.66M | 0.42% | +6,390+15.0% | Added |
| Pittenger & Anderson Inc | 49,346 | $2.67M | 0.14% | +1,185+2.5% | Added |
| Quantitative Value Technologies, LLC | 49,447 | $2.68M | 4.41% | +49,447 | New |
| Kingsview Wealth Management, LLC | 49,604 | $2.68M | 0.13% | +1,033+2.1% | Added |
| Boston Trust Walden Corp | 49,816 | $2.70M | 0.02% | +3,750+8.1% | Added |
| Veriti Management LLC | 49,827 | $2.70M | 0.40% | +14,523+41.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 50,110 | $2.71M | 0.14% | −4,314−7.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 50,122 | $2.71M | 0.25% | −1,146−2.2% | Reduced |
| Virtu Financial LLC | 50,307 | $2.72M | 0.26% | +50,307 | New |
| Vestor Capital, LLC | 50,393 | $2.73M | 0.29% | −5,028−9.1% | Reduced |
| Hanson & Doremus Investment Management | 55,363 | $2.73M | 0.82% | −13,710−19.8% | Reduced |
| GFS Advisors, LLC | 50,600 | $2.74M | 0.62% | −21,650−30.0% | Reduced |
| Cambridge Trust Co | 50,682 | $2.74M | 0.10% | +2,713+5.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 50,725 | $2.75M | 0.03% | +4,500+9.7% | Added |
| Howland Capital Management LLC | 51,113 | $2.77M | 0.14% | +3,620+7.6% | Added |
| Trustco Bank Corp N Y | 51,128 | $2.77M | 2.49% | −5,050−9.0% | Reduced |
| Trust Co of Vermont | 51,345 | $2.78M | 0.19% | −740−1.4% | Reduced |
| KCM Investment Advisors LLC | 51,448 | $2.78M | 0.11% | +5,777+12.6% | Added |
| Ameritas Investment Company, LLC | 18,528 | $2.79M | 0.14% | −23,169−55.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 51,635 | $2.79M | 0.97% | +2,620+5.3% | Added |
| Buckhead Capital Management LLC | 51,679 | $2.80M | 0.62% | −190.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 51,787 | $2.80M | 1.80% | −195−0.4% | Reduced |
| Resource Planning Group | 51,792 | $2.80M | 1.62% | +5,755+12.5% | Added |
| Heritage Way Advisors, LLC | 51,848 | $2.81M | 1.15% | −7,015−11.9% | Reduced |
| Plimoth Trust Co LLC | 51,918 | $2.81M | 0.79% | +1,327+2.6% | Added |
| Keating Investment Counselors Inc | 51,986 | $2.81M | 1.29% | −5,510−9.6% | Reduced |
| Ropes Wealth Advisors LLC | 52,039 | $2.82M | 0.45% | −35−0.1% | Reduced |
| Picton Mahoney Asset Management | 52,213 | $2.83M | 0.10% | −21,002−28.7% | Reduced |
| FDx Advisors, Inc. | 52,309 | $2.83M | 0.09% | +3,531+7.2% | Added |
| Community Financial Services Group, LLC | 52,502 | $2.84M | 0.79% | +1,121+2.2% | Added |
| Connolly Sarah T. | 52,514 | $2.84M | 2.32% | +400+0.8% | Added |
| American Portfolios Advisors | 52,622 | $2.85M | 0.11% | +3,070+6.2% | Added |
| PFG Advisors | 52,627 | $2.85M | 0.33% | −7,801−12.9% | Reduced |
| Regal Investment Advisors LLC | 52,704 | $2.85M | 0.29% | +52,704 | New |
| Chickasaw Capital Management LLC | 52,722 | $2.85M | 0.13% | +2,720+5.4% | Added |
| Truehand, Inc | 52,761 | $2.85M | 1.68% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 52,811 | $2.86M | 0.21% | −2,955−5.3% | Reduced |
| Summit Financial Group Inc | 52,885 | $2.86M | 1.07% | +59+0.1% | Added |
| Cypress Asset Management Inc | 52,915 | $2.86M | 0.73% | −955−1.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 50,234 | $2.87M | 0.80% | −4,135−7.6% | Reduced |