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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| LSV Asset Management | 1,100 | $59.0K | 0.00% | −15,500−93.4% | Reduced |
| Freedman Financial Associates, Inc. | 1,100 | $60.0K | 0.05% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,120 | $61.0K | 0.04% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,176 | $64.0K | 0.02% | +4+0.3% | Added |
| HBC Financial Services, PLLC | 1,144 | $64.0K | 0.04% | +2+0.2% | Added |
| Barnett & Company, Inc. | 1,204 | $65.0K | 0.04% | −259−17.7% | Reduced |
| QVR LLC | 1,216 | $66.0K | 0.17% | +1,216 | New |
| Altshuler Shaham Ltd | 1,228 | $67.0K | 0.00% | −213−14.8% | Reduced |
| Baron Financial Group, LLC | 1,254 | $67.9K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,250 | $68.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,275 | $69.0K | 0.05% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,270 | $69.0K | 0.04% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,309 | $71.0K | 0.02% | −922−41.3% | Reduced |
| Newfound Research LLC | 1,346 | $73.0K | 0.14% | +91+7.3% | Added |
| Beck Bode, LLC | 1,358 | $73.0K | 0.02% | +1,358 | New |
| American State Bank (Iowa) | 1,350 | $73.0K | 0.06% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,396 | $76.0K | 0.04% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,400 | $76.0K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 1,430 | $77.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,509 | $82.0K | 0.05% | −1,177−43.8% | Reduced |
| Private Ocean, LLC | 1,519 | $82.0K | 0.01% | −403−21.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,543 | $83.5K | 0.10% | −50−3.1% | Reduced |
| Centerpoint Advisors, LLC | 1,547 | $84.0K | 0.04% | +314+25.5% | Added |
| Johnson Midwest Financial, LLC | 1,573 | $85.0K | 0.08% | +4+0.3% | Added |
| Islay Capital Management, LLC | 1,680 | $91.0K | 0.07% | +4+0.2% | Added |
| Country Trust Bank | 1,698 | $92.0K | 0.00% | +231+15.7% | Added |
| Earnest Partners LLC | 1,777 | $96.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1,807 | $97.0K | 0.04% | +1,807 | New |
| IMA Wealth, Inc. | 1,811 | $98.0K | 0.02% | +12+0.7% | Added |
| Stelac Advisory Services LLC | 1,913 | $104.0K | 0.02% | −213−10.0% | Reduced |
| Accel Wealth Management | 1,965 | $106.0K | 0.07% | −1,400−41.6% | Reduced |
| Lowe Wealth Advisors, LLC | 1,963 | $106.0K | 0.05% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,992 | $107.0K | 0.01% | −38−1.9% | Reduced |
| Focused Wealth Management, Inc | 1,993 | $108.0K | 0.02% | +202+11.3% | Added |
| Lloyd Advisory Services, LLC. | 2,007 | $109.0K | 0.06% | +658+48.8% | Added |
| True Link Financial Advisors, LLC | 2,030 | $110.0K | 0.02% | +280+16.0% | Added |
| Ellevest, Inc. | 2,079 | $112.0K | 0.01% | −5,600−72.9% | Reduced |
| Wagner Wealth Management, LLC | 2,089 | $113.0K | 0.08% | +623+42.5% | Added |
| NVWM, LLC | 2,109 | $115.0K | 0.04% | −28−1.3% | Reduced |
| Perennial Advisors, LLC | 2,131 | $115.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2,122 | $115.0K | 0.08% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2,138 | $116.0K | 0.05% | −118−5.2% | Reduced |
| Vectors Research Management, LLC | 2,173 | $118.0K | 0.03% | −65−2.9% | Reduced |
| Lipe & Dalton | 2,200 | $119.0K | 0.06% | 00.0% | Unchanged |
| Modus Advisors, LLC | 2,214 | $120.0K | 0.05% | +2,214 | New |
| Phoenix Wealth Advisors | 2,278 | $123.0K | 0.09% | +58+2.6% | Added |
| Mint Tower Capital Management B.V. | 2,276 | $123.0K | 0.01% | +2,276 | New |
| Baldwin Brothers Inc | 2,320 | $126.0K | 0.01% | −365−13.6% | Reduced |
| Vigilant Capital Management, LLC | 2,380 | $129.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 2,400 | $130.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 2,429 | $131.0K | 0.08% | +2,429 | New |
| Halpern Financial, Inc. | 2,441 | $132.1K | 0.06% | +2,354+2,705.7% | Added |
| GVO Asset Management Ltd | 2,489 | $135.0K | 0.11% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,571 | $139.0K | 0.06% | +2,571 | New |
| Perkins Coie Trust Co | 2,601 | $141.0K | 0.04% | +6+0.2% | Added |
| Canton Hathaway, LLC | 2,630 | $142.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,627 | $142.1K | 0.02% | +127+5.1% | Added |
| Endurance Wealth Management, Inc. | 2,656 | $143.0K | 0.02% | −200−7.0% | Reduced |
| Bourgeon Capital Management LLC | 2,645 | $143.0K | 0.03% | +293+12.5% | Added |
| Institutional & Family Asset Management, LLC | 2,711 | $147.0K | 0.02% | +9+0.3% | Added |
| Financial Perspectives, Inc | 2,755 | $149.1K | 0.07% | −142,272−98.1% | Reduced |
| Arlington Partners LLC | 2,792 | $151.0K | 0.05% | −6,400−69.6% | Reduced |
| Bellevue Asset Management, LLC | 2,956 | $160.0K | 0.10% | −212−6.7% | Reduced |
| Aua Capital Management, LLC | 3,000 | $162.0K | 0.10% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 3,001 | $162.0K | 0.02% | +1,001+50.1% | Added |
| Solstein Capital, LLC | 2,993 | $162.0K | 0.20% | +2,530+546.4% | Added |
| HC Financial Advisors Inc | 3,076 | $166.0K | 0.10% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,095 | $167.0K | 0.08% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,089 | $167.0K | 0.04% | +3,089 | New |
| Alpha Paradigm Partners, LLC | 3,101 | $168.0K | 0.06% | +3,101 | New |
| Truvestments Capital LLC | 3,122 | $169.0K | 0.09% | −5,445−63.6% | Reduced |
| Valley National Advisers Inc | 3,177 | $172.0K | 0.03% | −1,031−24.5% | Reduced |
| Benjamin Edwards Inc | 3,223 | $174.0K | 0.12% | −1,608−33.3% | Reduced |
| Gemmer Asset Management LLC | 3,376 | $183.0K | 0.03% | +66+2.0% | Added |
| Tradewinds Capital Management, LLC | 3,511 | $190.0K | 0.03% | −76−2.1% | Reduced |
| Column Capital Advisors, LLC | 3,506 | $190.0K | 0.04% | +172+5.2% | Added |
| Capital Advisors, Ltd. LLC | 3,516 | $190.0K | 0.03% | +2,860+436.0% | Added |
| D'Orazio & Associates, Inc. | 3,540 | $192.0K | 0.05% | +333+10.4% | Added |
| Glassman Wealth Services | 3,561 | $193.0K | 0.04% | +228+6.8% | Added |
| Better Money Decisions, LLC | 3,623 | $196.0K | 0.18% | +6+0.2% | Added |
| Mizuho Securities Co. Ltd. | 3,654 | $198.0K | 0.04% | +1,728+89.7% | Added |
| White Pine Capital LLC | 3,515 | $200.0K | 0.06% | −400−10.2% | Reduced |
| Powell Investment Advisors, LLC | 3,670 | $200.0K | 0.12% | +3,670 | New |
| Abner Herrman & Brock LLC | 3,713 | $201.0K | 0.03% | −1,204−24.5% | Reduced |
| Planning Directions Inc | 3,705 | $201.0K | 0.15% | +3,705 | New |
| Lesa Sroufe & Co | 3,737 | $202.0K | 0.20% | +3,737 | New |
| Marotta Asset Management | 3,744 | $202.0K | 0.05% | +3,744 | New |
| Fca Corp | 3,743 | $203.0K | 0.06% | −502−11.8% | Reduced |
| Iron Horse Wealth Management, LLC | 3,748 | $203.0K | 0.13% | −200−5.1% | Reduced |
| Goodwin Daniel L | 3,750 | $203.0K | 0.10% | +3,750 | New |
| Personal Wealth Partners | 3,756 | $203.0K | 0.08% | +3,756 | New |
| Girard Partners Ltd. | 3,787 | $204.0K | 0.03% | −799−17.4% | Reduced |
| Rock Point Advisors, LLC | 3,770 | $204.0K | 0.06% | −40−1.0% | Reduced |
| Barber Financial Group, Inc. | 3,778 | $204.0K | 0.03% | −21−0.6% | Reduced |
| Hallmark Capital Management Inc | 3,781 | $204.0K | 0.02% | +3,781 | New |
| Meridian Financial Partners LLC | 3,670 | $205.0K | 0.14% | +3,670 | New |
| Oldfather Financial Services, LLC | 3,630 | $206.0K | 0.11% | −326−8.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,800 | $206.0K | 0.13% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,816 | $206.5K | 0.13% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,841 | $207.0K | 0.13% | 00.0% | Unchanged |