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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 4,684 | $253.0K | 0.02% | +4,684 | New |
| Single Point Partners, LLC | 4,642 | $253.0K | 0.09% | +4,642 | New |
| Gillespie Robinson & Grimm Inc | 4,700 | $254.0K | 0.02% | −1,000−17.5% | Reduced |
| Rockbridge Investment Management, LCC | 4,698 | $254.0K | 0.04% | −900−16.1% | Reduced |
| Atlantic Trust, LLC | 59 | $254.0K | 0.17% | −4,641−98.7% | Reduced |
| RWM Asset Management, LLC | 4,699 | $254.0K | 0.05% | +1,446+44.5% | Added |
| Castleview Partners, LLC | 4,700 | $254.0K | 0.11% | +4,700 | New |
| Hoover Financial Advisors, Inc. | 4,714 | $255.0K | 0.05% | +728+18.3% | Added |
| CAMG Solamere Management, LLC | 4,738 | $256.0K | 0.22% | −35−0.7% | Reduced |
| Legacy Advisors, LLC | 4,732 | $256.0K | 0.10% | +261+5.8% | Added |
| Northwest Investment Counselors, LLC | 4,746 | $257.0K | 0.07% | −560−10.6% | Reduced |
| Hall Laurie J Trustee | 4,750 | $257.0K | 0.10% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,741 | $257.0K | 0.02% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 4,813 | $260.0K | 0.10% | −492−9.3% | Reduced |
| Mathes Company, Inc. | 4,820 | $261.0K | 0.09% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 4,829 | $261.0K | 0.12% | +424+9.6% | Added |
| Oarsman Capital, Inc. | 4,846 | $262.0K | 0.10% | −60−1.2% | Reduced |
| Fagan Associates, Inc. | 4,851 | $262.0K | 0.06% | +10.0% | Added |
| Advisory Alpha, LLC | 4,861 | $263.0K | 0.02% | +20.0% | Added |
| Sound Income Strategies, LLC | 4,856 | $263.0K | 0.04% | +595+14.0% | Added |
| Wells Trecaso Financial Group, LLC | 4,887 | $264.0K | 0.13% | +165+3.5% | Added |
| XR Securities LLC | 4,879 | $264.0K | 0.22% | +4,879 | New |
| Kowal Investment Group, LLC | 4,940 | $267.0K | 0.10% | +4,940 | New |
| MPS Loria Financial Planners, LLC | 4,960 | $268.0K | 0.12% | −1,073−17.8% | Reduced |
| Financial Engines Advisors L.L.C. | 4,911 | $268.0K | 0.00% | −190−3.7% | Reduced |
| RiverFront Investment Group, LLC | 4,950 | $268.0K | 0.01% | +4,950 | New |
| Point72 Hong Kong Ltd | 4,968 | $269.0K | 0.02% | −33,481−87.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,989 | $269.0K | 0.03% | +4,989 | New |
| Platform Technology Partners | 4,964 | $269.0K | 0.11% | +4,964 | New |
| Wealth Management Associates, Inc. | 4,973 | $269.1K | 0.15% | −939−15.9% | Reduced |
| Strategic Financial Services, Inc, | 4,994 | $270.0K | 0.02% | +101+2.1% | Added |
| Measured Wealth Private Client Group, LLC | 4,994 | $270.0K | 0.09% | +697+16.2% | Added |
| Stanley-Laman Group, Ltd. | 5,000 | $271.0K | 0.04% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,000 | $271.0K | 0.08% | 00.0% | Unchanged |
| McRae Capital Management Inc | 5,005 | $271.0K | 0.06% | +32+0.6% | Added |
| Dillon & Associates Inc | 5,041 | $272.0K | 0.05% | −48−0.9% | Reduced |
| Jeppson Wealth Management, LLC | 5,039 | $272.0K | 0.15% | +200+4.1% | Added |
| Crabel Capital Management, LLC | 5,026 | $272.0K | 0.06% | +5,026 | New |
| Prentice Wealth Management LLC | 5,057 | $274.0K | 0.14% | +1,485+41.6% | Added |
| Lineweaver Wealth Advisors, LLC | 5,098 | $275.0K | 0.09% | +5,098 | New |
| CWA Asset Management Group, LLC | 5,122 | $276.0K | 0.02% | −433−7.8% | Reduced |
| Titus Wealth Management | 5,092 | $276.0K | 0.15% | −100−1.9% | Reduced |
| Pflug Koory, LLC | 5,100 | $276.0K | 0.14% | 00.0% | Unchanged |
| State of Wyoming | 5,106 | $276.0K | 0.17% | +344+7.2% | Added |
| First National Corp | 6,196 | $277.0K | 0.10% | −84−1.3% | Reduced |
| CMC Financial Group | 5,140 | $278.0K | 0.16% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 5,131 | $278.0K | 0.19% | −18−0.3% | Reduced |
| Liberty Capital Management, Inc. | 5,164 | $279.0K | 0.08% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 5,156 | $279.0K | 0.56% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 5,166 | $279.0K | 0.07% | +16+0.3% | Added |
| Garrison Asset Management, LLC | 5,184 | $280.0K | 0.17% | +3+0.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,185 | $280.0K | 0.03% | +4+0.1% | Added |
| Lehman & Derafelo Financial Resources LLC | 5,202 | $281.0K | 0.08% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 5,210 | $282.0K | 0.18% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 5,217 | $282.0K | 0.10% | +575+12.4% | Added |
| Diversified, LLC | 5,215 | $282.0K | 0.16% | +573+12.3% | Added |
| Cornerstone Advisory, LLC | 5,230 | $283.0K | 0.05% | +434+9.0% | Added |
| Prestige Wealth Management Group LLC | 5,222 | $283.0K | 0.08% | +2,045+64.4% | Added |
| Silvant Capital Management LLC | 5,209 | $284.0K | 0.04% | 00.0% | Unchanged |
| Apexium Financial, LP | 5,307 | $284.0K | 0.18% | +400+8.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,253 | $284.0K | 0.11% | +1,168+28.6% | Added |
| New England Investment & Retirement Group, Inc. | 5,249 | $284.0K | 0.06% | +5,249 | New |
| SRS Capital Advisors, Inc. | 5,247 | $284.0K | 0.04% | +5,247 | New |
| First United Bank Trust | 5,270 | $285.0K | 0.12% | −824−13.5% | Reduced |
| Rollins Financial | 5,285 | $286.0K | 0.10% | −32,211−85.9% | Reduced |
| Clean Yield Group | 5,278 | $286.0K | 0.11% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5,285 | $286.0K | 0.09% | +29+0.6% | Added |
| Element Wealth, LLC | 5,291 | $286.0K | 0.22% | +188+3.7% | Added |
| PBMares Wealth Management LLC | 5,280 | $286.0K | 0.16% | +900+20.5% | Added |
| Nations Financial Group Inc, | 5,301 | $287.0K | 0.05% | +62+1.2% | Added |
| Unified Trust Company, N.A. | 5,302 | $287.0K | 0.09% | +5,302 | New |
| Camarda Financial Advisors, LLC | 5,325 | $288.0K | 0.18% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 5,317 | $288.0K | 0.12% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 5,308 | $289.0K | 0.01% | −319−5.7% | Reduced |
| Cadent Capital Advisors, LLC | 5,349 | $289.0K | 0.12% | +14+0.3% | Added |
| Psagot Investment House Ltd. | 5,350 | $289.0K | 0.01% | +1,800+50.7% | Added |
| Pin Oak Investment Advisors Inc | 5,353 | $290.0K | 0.30% | −1,000−15.7% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,372 | $291.0K | 0.06% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 5,390 | $292.0K | 0.00% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 5,435 | $294.1K | 0.15% | −1,491−21.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 5,450 | $295.0K | 0.13% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 5,484 | $297.0K | 0.24% | −254−4.4% | Reduced |
| 55I, LLC | 5,481 | $297.0K | 0.01% | +5,481 | New |
| Humankind Investments LLC | 5,487 | $297.0K | 0.14% | +5,487 | New |
| Axiom Investment Management LLC | 5,486 | $298.0K | 0.23% | −500−8.4% | Reduced |
| Cardan Capital Partners, LLC | 5,526 | $299.0K | 0.03% | −9−0.2% | Reduced |
| Red Door Wealth Management, LLC | 5,591 | $302.0K | 0.12% | +1,114+24.9% | Added |
| One + One Wealth Management, LLC | 5,582 | $302.0K | 0.21% | +1,650+42.0% | Added |
| MBE Wealth Management, LLC | 5,604 | $303.0K | 0.16% | −636−10.2% | Reduced |
| Lokken Investment Group LLC | 5,604 | $303.0K | 0.25% | −210−3.6% | Reduced |
| Ade, LLC | 5,604 | $303.0K | 0.28% | +300+5.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 5,618 | $304.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5,618 | $304.0K | 0.02% | +37+0.7% | Added |
| United Maritime Capital LLC | 5,600 | $305.0K | 0.23% | −500−8.2% | Reduced |
| Bank of Stockton | 5,636 | $305.0K | 0.09% | −245−4.2% | Reduced |
| Campbell Newman Asset Management Inc | 5,656 | $306.0K | 0.03% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,663 | $306.0K | 0.11% | +57+1.0% | Added |
| Johanson Financial Advisors, Inc. | 5,433 | $307.0K | 0.10% | +647+13.5% | Added |
| Compton Wealth Advisory Group, LLC | 5,683 | $308.0K | 0.14% | +4+0.1% | Added |
| Sippican Capital Advisors | 5,722 | $310.0K | 0.27% | 00.0% | Unchanged |