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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 9,770 | $529.0K | 0.06% | −3,251−25.0% | Reduced |
| Northstar Asset Management LLC | 9,780 | $529.0K | 0.14% | −300−3.0% | Reduced |
| Ontario Teachers Pension Plan Board | 9,794 | $530.0K | 0.01% | +9,794 | New |
| River Wealth Advisors LLC | 9,832 | $532.0K | 0.09% | −3,207−24.6% | Reduced |
| Monetary Management Group Inc | 9,825 | $532.0K | 0.16% | +1,500+18.0% | Added |
| Almanack Investment Partners, LLC. | 9,767 | $533.0K | 0.05% | −718−6.8% | Reduced |
| J. W. Coons Advisors, LLC | 9,923 | $536.0K | 0.19% | 00.0% | Unchanged |
| Caas Capital Management LP | 9,900 | $536.0K | 0.03% | +9,900 | New |
| Mosaic Family Wealth, LLC | 9,928 | $537.0K | 0.16% | −3,529−26.2% | Reduced |
| Aaron Wealth Advisors | 9,958 | $538.0K | 0.18% | −219−2.2% | Reduced |
| Ssi Investment Management LLC | 9,952 | $538.0K | 0.03% | +14+0.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 9,944 | $539.0K | 0.47% | −200−2.0% | Reduced |
| Jackson Square Capital, LLC | 9,962 | $539.0K | 0.17% | 00.0% | Unchanged |
| Key Financial Inc | 9,451 | $539.0K | 0.30% | +2,704+40.1% | Added |
| Robinson Value Management, Ltd. | 10,000 | $541.0K | 0.44% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 10,043 | $543.0K | 0.42% | 00.0% | Unchanged |
| Willis Investment Counsel | 10,034 | $543.0K | 0.03% | +34+0.3% | Added |
| Roman Butler Fullerton & Co | 10,057 | $544.0K | 0.26% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,069 | $545.0K | 0.17% | +5,307+111.4% | Added |
| SNS Financial Group, LLC | 10,084 | $546.0K | 0.07% | −22,402−69.0% | Reduced |
| Cypress Wealth Services, LLC | 10,102 | $547.0K | 0.15% | +44+0.4% | Added |
| MEMBERS Trust Co | 10,177 | $551.0K | 0.02% | −632−5.8% | Reduced |
| HC Advisors, LLC | 10,176 | $551.0K | 0.34% | +1,617+18.9% | Added |
| WNY Asset Management, LLC | 10,208 | $552.0K | 0.20% | +306+3.1% | Added |
| Cubic Asset Management, LLC | 10,214 | $553.0K | 0.14% | +210+2.1% | Added |
| Golden State Equity Partners | 10,229 | $553.0K | 0.21% | +2,578+33.7% | Added |
| Bel Air Investment Advisors LLC | 10,236 | $554.0K | 0.02% | −12,438−54.9% | Reduced |
| Claro Advisors LLC | 10,241 | $554.0K | 0.25% | −197−1.9% | Reduced |
| Berger Financial Group, Inc | 10,245 | $554.0K | 0.10% | +46+0.5% | Added |
| Gilbert & Cook, Inc. | 10,230 | $554.0K | 0.10% | +325+3.3% | Added |
| MV Capital Management, Inc. | 10,233 | $554.0K | 0.09% | +2,892+39.4% | Added |
| Red Cedar Investment Management, LLC | 10,303 | $557.0K | 0.07% | −5,492−34.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 10,305 | $557.0K | 0.01% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 10,316 | $558.0K | 0.73% | −4,595−30.8% | Reduced |
| King Wealth | 10,366 | $561.0K | 0.11% | +497+5.0% | Added |
| CWS Financial Advisors, LLC | 10,385 | $562.0K | 0.22% | −41−0.4% | Reduced |
| MONECO Advisors, LLC | 10,380 | $562.0K | 0.26% | +315+3.1% | Added |
| Laird Norton Trust Company, LLC | 10,419 | $564.0K | 0.06% | −2,336−18.3% | Reduced |
| Hartford Financial Management Inc. | 10,426 | $564.0K | 0.14% | −385−3.6% | Reduced |
| Merit Financial Group, LLC | 10,452 | $566.0K | 0.05% | −223−2.1% | Reduced |
| Elm Advisors, LLC | 10,476 | $567.0K | 0.33% | −555−5.0% | Reduced |
| Weather Gauge Advisory, LLC | 10,506 | $568.0K | 0.66% | −136−1.3% | Reduced |
| Circle Wealth Management, LLC | 10,499 | $568.0K | 0.08% | +148+1.4% | Added |
| Wrapmanager Inc | 10,519 | $569.0K | 0.15% | +1,960+22.9% | Added |
| BCS Wealth Management | 10,570 | $572.0K | 0.30% | +1,006+10.5% | Added |
| Te Ahumairangi Investment Management Ltd | 10,600 | $574.0K | 0.08% | −13,800−56.6% | Reduced |
| Accurate Wealth Management, LLC | 10,630 | $575.0K | 0.51% | +10,630 | New |
| Trust Co | 10,647 | $576.0K | 0.40% | −335−3.1% | Reduced |
| Brandywine Trust Co | 10,682 | $578.0K | 0.18% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 10,675 | $578.0K | 0.09% | +10,675 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 10,725 | $580.0K | 0.14% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 11,119 | $580.0K | 0.14% | +980+9.7% | Added |
| Nadler Financial Group, Inc. | 10,743 | $581.0K | 0.10% | −50−0.5% | Reduced |
| IVC Wealth Advisors LLC | 10,756 | $582.0K | 0.41% | +226+2.1% | Added |
| All Season Financial Advisors, Inc. | 10,766 | $583.0K | 0.42% | +10,766 | New |
| Hutchinson Capital Management | 10,800 | $584.0K | 0.14% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,801 | $584.0K | 0.15% | +381+3.7% | Added |
| XML Financial, LLC | 10,806 | $585.0K | 0.13% | +3,786+53.9% | Added |
| Proficio Capital Partners LLC | 10,839 | $586.0K | 0.07% | +199+1.9% | Added |
| Plante Moran Financial Advisors, LLC | 10,844 | $587.0K | 0.14% | +114+1.1% | Added |
| True North Advisors, LLC | 10,897 | $589.0K | 0.12% | +2,463+29.2% | Added |
| Wimmer Associates 1, LLC | 10,921 | $591.0K | 0.35% | −3,430−23.9% | Reduced |
| Archford Capital Strategies, LLC | 10,928 | $591.0K | 0.15% | −2,831−20.6% | Reduced |
| SFMG, LLC | 10,918 | $591.0K | 0.07% | +19+0.2% | Added |
| GoalVest Advisory LLC | 10,915 | $591.0K | 0.37% | +748+7.4% | Added |
| Cambridge Advisors Inc. | 10,932 | $592.0K | 0.14% | +101+0.9% | Added |
| San Francisco Sentry Investment Group (Ca) | 10,985 | $594.0K | 0.31% | −2,063−15.8% | Reduced |
| Evermay Wealth Management LLC | 11,040 | $597.0K | 0.11% | −1,275−10.4% | Reduced |
| Prudent Man Advisors, LLC | 11,033 | $597.0K | 0.23% | −59−0.5% | Reduced |
| Sadoff Investment Management LLC | 11,026 | $597.0K | 0.04% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 11,068 | $598.9K | 0.10% | −20.0% | Reduced |
| Keel Point, LLC | 11,079 | $599.0K | 0.07% | −664−5.7% | Reduced |
| Calton & Associates, Inc. | 11,078 | $599.0K | 0.11% | −345−3.0% | Reduced |
| Overbrook Management Corp | 11,200 | $606.0K | 0.13% | −900−7.4% | Reduced |
| Oxford Financial Group Ltd | 11,198 | $606.0K | 0.08% | −251−2.2% | Reduced |
| ERTS Wealth Advisors, LLC | 11,203 | $606.0K | 0.16% | +55+0.5% | Added |
| Noesis Capital Mangement Corp | 10,804 | $609.0K | 0.12% | −143−1.3% | Reduced |
| Mizuho Markets Cayman LP | 11,263 | $609.0K | 0.11% | +2,200+24.3% | Added |
| Bridgewater Advisors Inc. | 11,272 | $610.0K | 0.19% | +11,272 | New |
| Alliance Wealth Advisors, LLC | 11,303 | $612.0K | 0.55% | −51−0.4% | Reduced |
| Mission Creek Capital Partners, Inc. | 11,332 | $613.0K | 0.10% | +49+0.4% | Added |
| Aspiriant, LLC | 11,328 | $615.0K | 0.03% | −881−7.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,387 | $616.0K | 0.21% | +20.0% | Added |
| Vivaldi Capital Management, LLC | 10,798 | $618.0K | 0.12% | −210−1.9% | Reduced |
| WealthShield Partners, LLC | 11,444 | $619.0K | 0.10% | +1,686+17.3% | Added |
| Broderick Brian C | 11,480 | $621.0K | 0.16% | −1,200−9.5% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 11,492 | $622.0K | 0.22% | −1,300−10.2% | Reduced |
| Valmark Advisers, Inc. | 11,504 | $622.0K | 0.01% | −52−0.4% | Reduced |
| Monument Capital Management | 11,489 | $622.0K | 0.22% | +1,890+19.7% | Added |
| WealthPLAN Partners, LLC | 11,066 | $628.0K | 0.04% | −5,999−35.2% | Reduced |
| Strategic Blueprint, LLC | 11,788 | $638.0K | 0.10% | +772+7.0% | Added |
| Enterprise Financial Services Corp | 11,840 | $640.0K | 0.10% | +2,035+20.8% | Added |
| Inlet Private Wealth, LLC | 11,840 | $641.0K | 0.17% | +14+0.1% | Added |
| Camden National Bank | 11,854 | $641.0K | 0.12% | +48+0.4% | Added |
| Nwam LLC | 11,864 | $642.0K | 0.06% | −874−6.9% | Reduced |
| Atwood & Palmer Inc | 11,859 | $642.0K | 0.06% | +352+3.1% | Added |
| Terril Brothers, Inc. | 11,875 | $643.0K | 0.15% | −5,800−32.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 11,933 | $646.0K | 0.00% | +458+4.0% | Added |
| Ethic Inc. | 11,948 | $647.0K | 0.08% | −12,091−50.3% | Reduced |
| Elk River Wealth Management, LLC | 11,868 | $647.0K | 0.17% | −20−0.2% | Reduced |