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 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 5,750 | $311.0K | 0.10% | −7,616−57.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,744 | $311.0K | 0.04% | −561−8.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,759 | $312.0K | 0.09% | +1,657+40.4% | Added |
| Gibson Capital, LLC | 5,835 | $313.0K | 0.08% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,780 | $313.0K | 0.03% | +466+8.8% | Added |
| Norris Perne & French LLP | 5,798 | $314.0K | 0.03% | −786−11.9% | Reduced |
| Benedetti & Gucer, Inc. | 5,822 | $315.0K | 0.28% | +158+2.8% | Added |
| Emerald Advisors, LLC | 5,828 | $315.0K | 0.10% | +261+4.7% | Added |
| Cabot Wealth Management Inc | 5,842 | $316.0K | 0.04% | −1,000−14.6% | Reduced |
| Vision Capital Management, Inc. | 5,840 | $316.0K | 0.05% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 5,853 | $316.0K | 0.09% | +5,853 | New |
| Citizens Business Bank | 5,871 | $317.0K | 0.04% | +419+7.7% | Added |
| Fernwood Investment Management, LLC | 5,877 | $318.0K | 0.11% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 5,871 | $318.0K | 0.12% | +47+0.8% | Added |
| High Falls Advisors, Inc | 5,888 | $319.0K | 0.09% | 00.0% | Unchanged |
| Ballast, Inc. | 5,919 | $320.0K | 0.13% | 00.0% | Unchanged |
| Investors Research Corp | 5,949 | $322.0K | 0.11% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 5,961 | $323.0K | 0.08% | −17,555−74.7% | Reduced |
| Glovista Investments LLC | 5,976 | $323.0K | 0.08% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 5,990 | $324.0K | 0.05% | −425−6.6% | Reduced |
| Magnolia Capital Advisors LLC | 5,988 | $324.0K | 0.14% | −60−1.0% | Reduced |
| Cadinha & Co LLC | 6,000 | $325.0K | 0.04% | 00.0% | Unchanged |
| Corundum Group, Inc. | 6,010 | $325.0K | 0.21% | +175+3.0% | Added |
| Whalerock Point Partners, LLC | 6,013 | $325.4K | 0.13% | 00.0% | Unchanged |
| SL Advisors, LLC | 6,022 | $326.0K | 0.83% | −46−0.8% | Reduced |
| Legacy Bridge, LLC | 6,056 | $328.0K | 0.19% | +1,000+19.8% | Added |
| Augustine Asset Management Inc | 6,082 | $329.0K | 0.17% | −10,506−63.3% | Reduced |
| Roof Eidam & Maycock | 6,096 | $330.0K | 0.12% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 6,120 | $331.0K | 0.18% | +11+0.2% | Added |
| Archetype Wealth Partners | 6,159 | $333.0K | 0.12% | +10.0% | Added |
| Alaethes Wealth LLC | 6,175 | $334.0K | 0.26% | −7,243−54.0% | Reduced |
| Acorn Financial Advisory Services Inc | 6,168 | $334.0K | 0.10% | −38−0.6% | Reduced |
| Mascoma Wealth Management LLC | 6,230 | $337.0K | 0.14% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,275 | $339.0K | 0.01% | −195,827−96.9% | Reduced |
| Monticello Wealth Management, LLC | 6,253 | $339.0K | 0.03% | −530−7.8% | Reduced |
| Crew Capital Management, Ltd. | 6,264 | $339.0K | 0.32% | +152+2.5% | Added |
| Epstein & White Financial LLC | 6,260 | $339.0K | 0.09% | +477+8.2% | Added |
| Echo Street Capital Management LLC | 6,261 | $339.0K | 0.00% | +2,273+57.0% | Added |
| Univest Financial Corp | 6,282 | $340.0K | 0.09% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 6,308 | $341.0K | 0.06% | +857+15.7% | Added |
| Matrix Private Capital Group LLC | 6,276 | $342.0K | 0.19% | −1,410−18.3% | Reduced |
| KB Financial Partners, LLC | 6,338 | $343.0K | 0.13% | −386−5.7% | Reduced |
| M. Kraus & Co | 6,347 | $343.0K | 0.12% | −102−1.6% | Reduced |
| West Oak Capital, LLC | 6,347 | $343.0K | 0.14% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 6,015 | $343.0K | 0.18% | −233−3.7% | Reduced |
| Camden Capital, LLC | 6,343 | $343.0K | 0.08% | +1,602+33.8% | Added |
| Bar Harbor Trust Services | 6,356 | $344.0K | 0.11% | 00.0% | Unchanged |
| Clark Financial Advisors | 6,386 | $345.0K | 0.34% | 00.0% | Unchanged |
| Tatro Capital, LLC | 6,374 | $345.0K | 0.24% | +90+1.4% | Added |
| Darwin Advisors, LLC | 6,367 | $345.0K | 0.06% | +1,310+25.9% | Added |
| Susquehanna Fundamental Investments, LLC | 6,400 | $346.0K | 0.01% | −1,981,284−99.7% | Reduced |
| Lebenthal Global Advisors, LLC | 6,401 | $346.0K | 0.19% | −1,470−18.7% | Reduced |
| Mitchell Sinkler & Starr | 6,422 | $347.0K | 0.32% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 6,442 | $349.0K | 0.03% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 6,156 | $349.0K | 0.21% | +123+2.0% | Added |
| Schmidt P J Investment Management Inc | 6,132 | $350.0K | 0.07% | +110+1.8% | Added |
| Meridian Investment Counsel Inc. | 6,490 | $351.0K | 0.12% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 6,701 | $351.0K | 0.14% | +228+3.5% | Added |
| Polaris Wealth Advisory Group, LLC | 6,503 | $351.0K | 0.02% | +900+16.1% | Added |
| Cornerstone Capital, Inc. | 6,500 | $352.0K | 0.04% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 6,500 | $352.0K | 0.22% | −20.0% | Reduced |
| Integrated Investment Consultants, LLC | 6,517 | $352.0K | 0.10% | +902+16.1% | Added |
| KWMG, LLC | 6,521 | $353.0K | 0.05% | −88−1.3% | Reduced |
| Granite Investment Partners, LLC | 6,529 | $353.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 6,519 | $353.0K | 0.04% | +2,740+72.5% | Added |
| Chiron Capital Management, LLC | 6,540 | $354.0K | 0.29% | −1,595−19.6% | Reduced |
| McAdam, LLC | 6,202 | $354.0K | 0.04% | +570+10.1% | Added |
| Professional Planning | 6,570 | $355.0K | 0.16% | +909+16.1% | Added |
| Seven Springs Wealth Group, LLC | 6,572 | $356.0K | 0.15% | +1,000+17.9% | Added |
| Rede Wealth, LLC | 6,604 | $357.0K | 0.19% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 6,600 | $357.1K | 0.07% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 6,610 | $358.0K | 0.45% | +11+0.2% | Added |
| Hendershot Investments Inc. | 6,635 | $359.0K | 0.08% | 00.0% | Unchanged |
| Security Asset Management | 6,631 | $359.0K | 0.14% | 00.0% | Unchanged |
| Becker Capital Management Inc | 6,642 | $359.0K | 0.02% | +1,887+39.7% | Added |
| Aviance Capital Partners, LLC | 6,672 | $361.0K | 0.06% | +10.0% | Added |
| Fort Sheridan Advisors LLC | 6,677 | $361.0K | 0.12% | +525+8.5% | Added |
| Oak Asset Management, LLC | 6,683 | $362.0K | 0.15% | +6,683 | New |
| Qci Asset Management Inc | 6,701 | $363.0K | 0.02% | −164−2.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,719 | $364.0K | 0.01% | −292−4.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 6,672 | $364.0K | 0.10% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,743 | $364.8K | 0.09% | +413+6.5% | Added |
| Sovereign Financial Group, Inc. | 6,924 | $365.0K | 0.22% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,744 | $365.0K | 0.05% | +4,743+237.0% | Added |
| Colton Groome Financial Advisors, LLC | 6,749 | $365.0K | 0.17% | +6,749 | New |
| Navellier & Associates Inc | 6,761 | $366.0K | 0.06% | −343−4.8% | Reduced |
| Frisch Financial Group, Inc. | 6,790 | $367.0K | 0.12% | +569+9.1% | Added |
| Allegiant Private Advisors, LLC | 6,808 | $368.0K | 0.06% | −374−5.2% | Reduced |
| Cable Hill Partners, LLC | 6,793 | $368.0K | 0.09% | +106+1.6% | Added |
| Castleark Management LLC | 6,820 | $369.0K | 0.01% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 6,500 | $369.0K | 0.23% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,831 | $369.0K | 0.03% | +501+7.9% | Added |
| Vantage Consulting Group Inc | 6,820 | $369.0K | 0.06% | +1,541+29.2% | Added |
| Beacon Financial Strategies CORP | 6,834 | $369.8K | 0.32% | +6,834 | New |
| Kelly Lawrence W & Associates Inc | 6,830 | $370.0K | 0.08% | 00.0% | Unchanged |
| Financial Advisory Group | 6,835 | $370.0K | 0.09% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 6,831 | $370.0K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,844 | $370.0K | 0.09% | +231+3.5% | Added |
| FourThought Financial, LLC | 6,860 | $371.0K | 0.05% | +10+0.1% | Added |
| Sargent Investment Group, LLC | 6,883 | $372.0K | 0.09% | −200−2.8% | Reduced |