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 |
|---|---|---|---|---|---|
| Prentiss Smith & Co Inc | 6,877 | $372.0K | 0.18% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 6,871 | $372.0K | 0.11% | 00.0% | Unchanged |
| First Citizens Financial Corp | 6,887 | $373.0K | 0.28% | −125−1.8% | Reduced |
| Angeles Investment Advisors, LLC | 6,900 | $373.0K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 6,900 | $373.0K | 0.18% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 6,885 | $373.0K | 0.20% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 6,891 | $373.0K | 0.04% | +40+0.6% | Added |
| Firethorn Wealth Partners, LLC | 6,911 | $374.0K | 0.31% | +46+0.7% | Added |
| LVW Advisors, LLC | 6,916 | $374.0K | 0.07% | +283+4.3% | Added |
| Greenwood Gearhart Inc | 6,912 | $374.0K | 0.06% | +699+11.3% | Added |
| Private Portfolio Partners LLC | 6,917 | $374.3K | 0.11% | −397−5.4% | Reduced |
| Orleans Capital Management Corp | 6,935 | $375.0K | 0.24% | −650−8.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,950 | $376.0K | 0.16% | +6,950 | New |
| Portfolio Solutions, LLC | 6,650 | $377.0K | 0.04% | −1,092−14.1% | Reduced |
| Provident Wealth Management, LLC | 6,967 | $377.0K | 0.32% | 00.0% | Unchanged |
| AGF Investments LLC | 6,972 | $377.0K | 0.04% | +77+1.1% | Added |
| SignalPoint Asset Management, LLC | 6,989 | $378.0K | 0.12% | −50−0.7% | Reduced |
| Bristlecone Advisors, LLC | 6,986 | $378.0K | 0.05% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 6,999 | $379.0K | 0.21% | −200−2.8% | Reduced |
| Global Financial Private Client, LLC | 7,030 | $379.4K | 0.21% | +34+0.5% | Added |
| Tower View Investment Management & Research LLC | 7,042 | $381.0K | 0.19% | −335−4.5% | Reduced |
| Indiana Trust & Investment Management CO | 6,937 | $381.0K | 0.21% | −100−1.4% | Reduced |
| Harbor Financial Services, LLC | 7,045 | $381.0K | 0.16% | +324+4.8% | Added |
| Zuckerman Investment Group, LLC | 7,050 | $381.0K | 0.06% | +1,980+39.1% | Added |
| Williams Financial, LLC | 7,064 | $382.0K | 0.31% | +181+2.6% | Added |
| Gsa Capital Partners LLP | 7,078 | $383.0K | 0.04% | +7,078 | New |
| Berkshire Bank | 7,157 | $387.0K | 0.09% | 00.0% | Unchanged |
| Clarus Group, Inc. | 7,145 | $389.0K | 0.29% | +36+0.5% | Added |
| Washington Trust Bank | 7,196 | $390.0K | 0.05% | −518−6.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 7,210 | $390.0K | 0.08% | 00.0% | Unchanged |
| Rock Creek Group, LP | 7,207 | $390.0K | 0.06% | +2,245+45.2% | Added |
| Investment Management of Virginia LLC | 7,218 | $391.0K | 0.08% | +643+9.8% | Added |
| Landaas & Co | 7,250 | $392.0K | 0.22% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 7,240 | $392.0K | 0.06% | +140+2.0% | Added |
| Magellan Asset Management Ltd | 7,257 | $393.0K | 0.00% | +461+6.8% | Added |
| American National Bank | 7,277 | $394.0K | 0.08% | +19+0.3% | Added |
| Alta Wealth Advisors LLC | 7,276 | $394.0K | 0.29% | +661+10.0% | Added |
| Riverbridge Partners LLC | 7,304 | $395.0K | 0.00% | −543−6.9% | Reduced |
| Insight Advisors, LLC | 6,953 | $396.0K | 0.12% | −2,719−28.1% | Reduced |
| Pacific Center for Financial Services | 7,322 | $396.0K | 0.17% | 00.0% | Unchanged |
| Lake Street Financial LLC | 7,356 | $397.0K | 0.10% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7,363 | $398.0K | 0.11% | −58−0.8% | Reduced |
| Claybrook Capital, LLC | 7,388 | $400.0K | 0.13% | −9,212−55.5% | Reduced |
| Spirit of America Management Corp | 7,400 | $400.0K | 0.09% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 7,156 | $400.0K | 0.06% | −87−1.2% | Reduced |
| SevenBridge Financial Group, LLC | 7,388 | $400.0K | 0.13% | +85+1.2% | Added |
| Intelligence Driven Advisers, LLC | 7,400 | $400.0K | 0.08% | +7,400 | New |
| Connecticut Wealth Management, LLC | 7,415 | $401.0K | 0.04% | −2,329−23.9% | Reduced |
| Canal Capital Management, LLC | 7,422 | $402.0K | 0.12% | +8+0.1% | Added |
| ForthRight Wealth Management, LLC | 7,449 | $403.0K | 0.26% | −969−11.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,452 | $403.0K | 0.10% | −6−0.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 7,462 | $404.0K | 0.15% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 7,464 | $404.0K | 0.10% | +7,464 | New |
| Johnson Bixby & Associates, LLC | 7,161 | $405.0K | 0.12% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 7,505 | $406.0K | 0.07% | −150−2.0% | Reduced |
| Lantz Financial LLC | 7,503 | $406.0K | 0.21% | +1,668+28.6% | Added |
| Prime Capital Investment Advisors, LLC | 7,526 | $407.0K | 0.02% | −39,398−84.0% | Reduced |
| Apella Capital, LLC | 7,522 | $407.0K | 0.07% | +1,522+25.4% | Added |
| Robertson Stephens Wealth Management, LLC | 7,495 | $408.0K | 0.05% | +206+2.8% | Added |
| Advisor OS, LLC | 7,597 | $411.0K | 0.09% | −187−2.4% | Reduced |
| Absher Wealth Management, LLC | 7,609 | $412.0K | 0.07% | −53−0.7% | Reduced |
| Aveo Capital Partners, LLC | 7,620 | $412.0K | 0.09% | +62+0.8% | Added |
| S.A. Mason LLC | 7,635 | $413.0K | 0.28% | +10.0% | Added |
| Probity Advisors, Inc. | 7,646 | $414.0K | 0.09% | −82−1.1% | Reduced |
| Sanders Morris Harris LLC | 7,681 | $416.0K | 0.08% | −10,000−56.6% | Reduced |
| Addison Advisors LLC | 7,686 | $416.0K | 0.34% | +7,686 | New |
| Carolinas Wealth Consulting LLC | 7,641 | $417.0K | 0.09% | −122−1.6% | Reduced |
| Miller Investment Management, LP | 7,710 | $417.0K | 0.07% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7,726 | $418.0K | 0.29% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 7,745 | $419.0K | 0.40% | −1,680−17.8% | Reduced |
| Advisors Preferred, LLC | 7,768 | $419.0K | 0.05% | −889−10.3% | Reduced |
| Hatton Consulting, Inc. | 7,745 | $419.0K | 0.33% | +7,745 | New |
| Journey Advisory Group, LLC | 7,759 | $420.0K | 0.13% | −191−2.4% | Reduced |
| Lyell Wealth Management, LP | 7,708 | $420.0K | 0.05% | +368+5.0% | Added |
| Aft, Forsyth & Company, Inc. | 7,786 | $421.0K | 0.23% | −300−3.7% | Reduced |
| Front Street Capital Management, Inc. | 7,811 | $423.0K | 0.08% | −1,281−14.1% | Reduced |
| Institute for Wealth Management, LLC. | 7,845 | $424.0K | 0.07% | +5+0.1% | Added |
| StrategIQ Financial Group, LLC | 7,839 | $424.0K | 0.08% | +10.0% | Added |
| Concord Wealth Partners | 7,881 | $426.0K | 0.12% | −1,102−12.3% | Reduced |
| SkyView Investment Advisors, LLC | 8,092 | $426.0K | 0.20% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 7,876 | $426.0K | 0.32% | +7,876 | New |
| Carolina Wealth Advisors, LLC | 7,938 | $430.0K | 0.29% | −190−2.3% | Reduced |
| Maven Securities LTD | 7,945 | $430.0K | 0.05% | +7,945 | New |
| Wealth Alliance Advisory Group, LLC | 7,957 | $431.0K | 0.21% | +20.0% | Added |
| Cahaba Wealth Management, Inc. | 7,569 | $431.0K | 0.07% | +1,139+17.7% | Added |
| Johnson Financial Group, Inc. | 8,002 | $433.0K | 0.03% | −4,618−36.6% | Reduced |
| Maryland Capital Management | 8,003 | $433.0K | 0.03% | −1,625−16.9% | Reduced |
| Occidental Asset Management, LLC | 8,025 | $434.0K | 0.12% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 7,730 | $434.0K | 0.06% | +7,730 | New |
| Summit Financial, LLC | 7,977 | $434.5K | 0.04% | +7,977 | New |
| Principal Street Partners, LLC | 8,025 | $435.0K | 0.11% | −3,315−29.2% | Reduced |
| Shufro Rose & Co LLC | 8,033 | $435.0K | 0.03% | −2,080−20.6% | Reduced |
| Salvus Wealth Management, LLC | 8,066 | $435.0K | 0.37% | +761+10.4% | Added |
| Woodward Diversified Capital, LLC | 8,080 | $437.0K | 0.25% | −299−3.6% | Reduced |
| ELCO Management Co., LLC | 8,074 | $437.0K | 0.32% | +580+7.7% | Added |
| Relyea Zuckerberg Hanson LLC | 8,100 | $438.0K | 0.18% | +197+2.5% | Added |
| All Terrain Financial Advisors, LLC | 8,095 | $438.0K | 0.21% | +3,150+63.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 8,111 | $439.0K | 0.16% | +20.0% | Added |
| Gray Wealth Management Inc. | 8,119 | $439.0K | 0.25% | +149+1.9% | Added |
| Pacitti Group Inc. | 8,138 | $440.0K | 0.26% | −38−0.5% | Reduced |