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 |
|---|---|---|---|---|---|
| Trinity Financial Advisors LLC | 3,833 | $207.0K | 0.14% | +3,833 | New |
| Northside Capital Management, LLC | 3,835 | $208.0K | 0.05% | 00.0% | Unchanged |
| Iron Financial, LLC | 3,845 | $208.0K | 0.10% | +3,845 | New |
| Fortress Wealth Group, LLC | 3,839 | $208.0K | 0.19% | +3,839 | New |
| Scott & Selber, Inc. | 3,862 | $209.0K | 0.08% | −360−8.5% | Reduced |
| Baystate Wealth Management LLC | 3,866 | $209.0K | 0.02% | −231−5.6% | Reduced |
| CMG Global Holdings, LLC | 3,863 | $209.0K | 0.16% | 00.0% | Unchanged |
| Sather Financial Group Inc | 3,860 | $209.0K | 0.02% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 3,864 | $209.0K | 0.07% | +3,864 | New |
| Platt Investment Counsel, LLC | 3,878 | $210.0K | 0.18% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 3,881 | $210.0K | 0.16% | +3,881 | New |
| Private Asset Management Inc | 3,916 | $212.0K | 0.03% | −600−13.3% | Reduced |
| Fragasso Group Inc. | 3,924 | $212.0K | 0.03% | −208−5.0% | Reduced |
| Financial Advisors, LLC | 3,919 | $212.0K | 0.07% | +25+0.6% | Added |
| Disciplined Investments, LLC | 3,924 | $212.0K | 0.11% | +200+5.4% | Added |
| Clearview Wealth Advisors LLC | 3,917 | $212.0K | 0.13% | +1,127+40.4% | Added |
| Ahrens Investment Partners LLC | 3,938 | $213.0K | 0.10% | −92−2.3% | Reduced |
| Family Firm, Inc. | 3,941 | $213.0K | 0.06% | +16+0.4% | Added |
| Menard Financial Group LLC | 3,948 | $214.0K | 0.20% | −3,198−44.8% | Reduced |
| Optas, LLC | 3,955 | $214.0K | 0.06% | +93+2.4% | Added |
| RNC Capital Management LLC | 3,959 | $214.0K | 0.01% | +3,959 | New |
| Edgestream Partners, L.P. | 3,968 | $215.0K | 0.01% | −60,240−93.8% | Reduced |
| Piscataqua Savings Bank | 3,969 | $215.0K | 0.18% | −125−3.1% | Reduced |
| Fenimore Asset Management Inc | 3,977 | $215.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,979 | $215.0K | 0.03% | +3,979 | New |
| KG&L Capital Management,LLC | 4,000 | $216.0K | 0.10% | −27,276−87.2% | Reduced |
| Hunter Associates Investment Management LLC | 4,000 | $216.0K | 0.07% | −14,090−77.9% | Reduced |
| E&G Advisors, LP | 0 | $216.0K | 0.06% | −3,998−100.0% | Reduced |
| Navis Wealth Advisors, LLC | 4,016 | $217.0K | 0.18% | +16+0.4% | Added |
| Tranquility Partners, LLC | 4,018 | $217.0K | 0.12% | +211+5.5% | Added |
| Tandem Investment Advisors, Inc. | 4,009 | $217.0K | 0.02% | +4,009 | New |
| Arkfeld Wealth Strategies, L.L.C. | 3,858 | $217.0K | 0.13% | +3,858 | New |
| JJJ Advisors Inc. | 4,020 | $218.0K | 0.08% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4,033 | $219.0K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 4,074 | $220.0K | 0.07% | −300−6.9% | Reduced |
| Portland Global Advisors LLC | 4,057 | $220.0K | 0.04% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4,059 | $220.0K | 0.10% | +15+0.4% | Added |
| Charles Schwab Trust Co | 4,084 | $221.0K | 0.04% | −5,987−59.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,094 | $221.0K | 0.01% | −76−1.8% | Reduced |
| Diversified Investment Strategies, LLC | 4,125 | $223.0K | 0.17% | −664−13.9% | Reduced |
| Weaver Consulting Group | 4,118 | $223.0K | 0.13% | −188−4.4% | Reduced |
| Puzo Michael J | 4,125 | $223.0K | 0.07% | 00.0% | Unchanged |
| Connors Investor Services Inc | 4,132 | $224.0K | 0.02% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 4,149 | $224.5K | 0.09% | −6,078−59.4% | Reduced |
| FLC Capital Advisors | 4,171 | $226.0K | 0.07% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,954 | $226.0K | 0.13% | −58−1.4% | Reduced |
| Northwest Capital Management Inc | 3,955 | $226.0K | 0.13% | 00.0% | Unchanged |
| Salem Capital Management Inc | 4,200 | $227.0K | 0.12% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,201 | $227.0K | 0.10% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 4,193 | $227.0K | 0.14% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 4,203 | $227.0K | 0.05% | +214+5.4% | Added |
| Northeast Financial Group, Inc. | 4,221 | $228.4K | 0.15% | −177−4.0% | Reduced |
| Asset Planning Corporation | 4,242 | $230.0K | 0.22% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 4,279 | $230.0K | 0.07% | +22+0.5% | Added |
| Insight Folios Inc | 4,252 | $230.0K | 0.14% | +4,252 | New |
| Palladiem, LLC | 4,264 | $231.0K | 0.19% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 4,275 | $231.0K | 0.05% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 4,275 | $231.0K | 0.12% | +20+0.5% | Added |
| SOL Capital Management CO | 4,289 | $232.0K | 0.05% | +50+1.2% | Added |
| Aufman Associates Inc | 4,313 | $233.0K | 0.18% | +48+1.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 4,150 | $234.0K | 0.15% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 4,347 | $235.0K | 0.02% | −2,203−33.6% | Reduced |
| TFC Financial Management | 4,340 | $235.0K | 0.08% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 4,341 | $235.0K | 0.14% | +411+10.5% | Added |
| Graypoint LLC | 4,335 | $235.0K | 0.03% | +4,335 | New |
| Lee Financial Co | 4,424 | $239.0K | 0.05% | +75+1.7% | Added |
| Acorn Wealth Advisors, LLC | 4,412 | $239.0K | 0.17% | +75+1.7% | Added |
| TSFG, LLC | 4,438 | $240.0K | 0.10% | +255+6.1% | Added |
| Shakespeare Wealth Management, Inc. | 4,260 | $241.0K | 0.09% | +423+11.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,446 | $241.0K | 0.18% | +4,446 | New |
| Amarillo National Bank | 4,469 | $242.0K | 0.07% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,478 | $242.0K | 0.09% | 00.0% | Unchanged |
| Congress Asset Management Co | 4,468 | $242.0K | 0.00% | +72+1.6% | Added |
| Clear Perspective Advisors, LLC | 4,493 | $243.0K | 0.08% | +127+2.9% | Added |
| Avondale Wealth Management | 4,500 | $243.0K | 0.23% | +4,500 | New |
| Centennial Wealth Advisory LLC | 4,485 | $243.0K | 0.15% | +4,485 | New |
| Cheviot Value Management, LLC | 4,509 | $244.0K | 0.06% | −543−10.7% | Reduced |
| Bulltick Wealth Management, LLC | 4,477 | $244.1K | 0.06% | +100+2.3% | Added |
| Fulcrum Capital LLC | 4,527 | $245.0K | 0.06% | −295−6.1% | Reduced |
| Peoples Bank | 4,523 | $245.0K | 0.13% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,526 | $245.0K | 0.11% | +108+2.4% | Added |
| Total Investment Management Inc | 4,548 | $246.0K | 0.04% | −543−10.7% | Reduced |
| Guardian Wealth Advisors, LLC | 4,556 | $247.0K | 0.21% | −44−1.0% | Reduced |
| Managed Account Services Inc | 4,592 | $248.0K | 0.06% | −25−0.5% | Reduced |
| Geller Advisors LLC | 4,541 | $248.0K | 0.05% | +32+0.7% | Added |
| Goelzer Investment Management, Inc. | 4,592 | $248.0K | 0.02% | +85+1.9% | Added |
| Hillman Capital Management, Inc. | 4,581 | $248.0K | 0.09% | +250+5.8% | Added |
| AlphaStar Capital Management, LLC | 4,555 | $248.0K | 0.03% | +4,555 | New |
| Sage Rhino Capital LLC | 4,593 | $249.0K | 0.07% | −87−1.9% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 4,597 | $249.0K | 0.19% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 4,602 | $249.0K | 0.19% | +669+17.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 4,606 | $249.0K | 0.12% | +803+21.1% | Added |
| Wela Strategies, Inc. | 4,625 | $250.0K | 0.13% | −54−1.2% | Reduced |
| Minot Wealth Management LLC | 4,571 | $251.0K | 0.05% | −289−5.9% | Reduced |
| Heron Financial Group, LLC | 4,634 | $251.0K | 0.14% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 4,655 | $252.0K | 0.18% | −15,778−77.2% | Reduced |
| Crescent Grove Advisors, LLC | 4,626 | $252.0K | 0.03% | +4,626 | New |
| Cornercap Investment Counsel Inc | 4,675 | $253.0K | 0.03% | −2,946−38.7% | Reduced |
| Rosenberg Matthew Hamilton | 4,678 | $253.0K | 0.13% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,674 | $253.0K | 0.07% | +44+1.0% | Added |