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 |
|---|---|---|---|---|---|
| Cypress Point Wealth Management, LLC | 11,961 | $647.0K | 0.46% | +25+0.2% | Added |
| GM Advisory Group, Inc. | 11,954 | $647.0K | 0.07% | +504+4.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 11,969 | $648.0K | 0.10% | 00.0% | Unchanged |
| Bangor Savings Bank | 12,007 | $650.0K | 0.07% | +66+0.6% | Added |
| KC Investment Advisors, LLC | 12,007 | $650.0K | 0.52% | +136+1.1% | Added |
| Signature Wealth Management Partners, LLC | 12,030 | $651.0K | 0.59% | +12+0.1% | Added |
| Patriot Investment Management Inc. | 12,044 | $651.0K | 0.06% | +98+0.8% | Added |
| Virtue Capital Management, LLC | 12,056 | $652.0K | 0.13% | −834−6.5% | Reduced |
| Harbor Investment Advisory, LLC | 12,075 | $653.0K | 0.09% | −2,880−19.3% | Reduced |
| Capital Square, LLC | 11,555 | $653.0K | 0.48% | +853+8.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 12,412 | $654.0K | 0.06% | −12,412−50.0% | Reduced |
| Ullmann Financial Group, Inc. | 12,133 | $657.0K | 0.27% | +912+8.1% | Added |
| Sierra Capital LLC | 12,152 | $658.0K | 0.12% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 12,162 | $658.0K | 0.34% | +250+2.1% | Added |
| Madden Securities Corp | 12,183 | $659.0K | 0.34% | −850−6.5% | Reduced |
| Forte Capital LLC | 12,205 | $660.0K | 0.09% | −594−4.6% | Reduced |
| Peachtree Investment Partners, LLC | 12,202 | $660.0K | 0.32% | +363+3.1% | Added |
| Great Diamond Partners, LLC | 12,242 | $662.0K | 0.19% | −72−0.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,238 | $662.0K | 0.30% | +282+2.4% | Added |
| WoodTrust Financial Corp | 12,274 | $664.0K | 0.18% | +5,914+93.0% | Added |
| Murphy Pohlad Asset Management LLC | 12,301 | $665.0K | 0.27% | −2,900−19.1% | Reduced |
| BTC Capital Management, Inc. | 12,300 | $665.0K | 0.08% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 12,350 | $668.0K | 0.14% | −149−1.2% | Reduced |
| Ridgewood Investments LLC | 12,365 | $669.0K | 0.43% | −949−7.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,360 | $669.0K | 0.18% | +3,913+46.3% | Added |
| Intellectus Partners, LLC | 12,297 | $671.0K | 0.15% | +291+2.4% | Added |
| Engine No. 1 LLC | 12,402 | $671.0K | 0.18% | +12,402 | New |
| Alhambra Investment Partners LLC | 12,438 | $673.0K | 0.51% | +12+0.1% | Added |
| Formidable Asset Management, LLC | 12,094 | $678.0K | 0.15% | −2,036−14.4% | Reduced |
| GHP Investment Advisors, Inc. | 12,552 | $679.0K | 0.05% | +155+1.3% | Added |
| Middleton & Co Inc | 12,575 | $680.0K | 0.07% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 12,579 | $681.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 12,598 | $681.7K | 0.31% | −108−0.8% | Reduced |
| SkyOak Wealth, LLC | 12,612 | $682.0K | 0.18% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 12,596 | $682.0K | 0.20% | +54+0.4% | Added |
| Symphony Financial, Ltd. Co. | 12,653 | $683.0K | 0.23% | −3,956−23.8% | Reduced |
| Carlson Capital Management | 12,668 | $685.0K | 0.10% | +10+0.1% | Added |
| Capital Wealth Planning, LLC | 12,707 | $687.0K | 0.02% | −1,714,352−99.3% | Reduced |
| Allegheny Financial Group LTD | 12,701 | $687.0K | 0.31% | +74+0.6% | Added |
| Summit Place Financial Advisors, LLC | 12,732 | $689.0K | 0.51% | +1,070+9.2% | Added |
| Ausdal Financial Partners, Inc. | 12,797 | $692.0K | 0.10% | +63+0.5% | Added |
| Mountain Pacific Investment Advisers Inc | 12,853 | $695.0K | 0.04% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 12,836 | $695.0K | 0.20% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 12,835 | $695.0K | 0.58% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 12,845 | $695.0K | 0.57% | 00.0% | Unchanged |
| Kalos Management, Inc. | 12,359 | $695.0K | 0.28% | +1,097+9.7% | Added |
| Maple Capital Management, Inc. | 12,161 | $696.0K | 0.08% | −2,487−17.0% | Reduced |
| Bennett Selby Investments LP | 12,889 | $697.0K | 0.47% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 12,890 | $697.5K | 0.39% | 00.0% | Unchanged |
| Tobam | 12,953 | $701.0K | 0.03% | −731−5.3% | Reduced |
| America First Investment Advisors, LLC | 12,967 | $702.0K | 0.21% | 00.0% | Unchanged |
| MBA Advisors LLC | 12,986 | $703.0K | 0.53% | −268−2.0% | Reduced |
| First National Bank & Trust Co of Newtown | 12,984 | $703.0K | 0.15% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 12,986 | $703.0K | 0.12% | +1,158+9.8% | Added |
| X-Square Capital, LLC | 12,983 | $703.0K | 0.33% | +3,716+40.1% | Added |
| Mayfair Advisory Group, LLC | 13,047 | $706.0K | 1.12% | +148+1.1% | Added |
| FinTrust Capital Advisors, LLC | 13,141 | $711.0K | 0.19% | −6,246−32.2% | Reduced |
| First Command Bank | 13,142 | $711.0K | 0.08% | +30+0.2% | Added |
| First Command Financial Services, Inc. | 13,142 | $711.0K | 0.08% | +30+0.2% | Added |
| LS Investment Advisors, LLC | 13,160 | $712.0K | 0.09% | −168,451−92.8% | Reduced |
| NFC Investments, LLC | 13,164 | $712.0K | 0.19% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 13,080 | $713.0K | 0.45% | +300+2.3% | Added |
| Mizuho Securities USA LLC | 13,187 | $714.0K | 0.06% | −10,659−44.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 13,223 | $716.0K | 0.06% | +5,299+66.9% | Added |
| Altavista Wealth Management, Inc. | 13,250 | $717.0K | 0.16% | +76+0.6% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 13,296 | $719.4K | 0.12% | +13,296 | New |
| Essex Private Wealth Management, LLC | 13,338 | $722.0K | 0.66% | −168−1.2% | Reduced |
| Carret Asset Management, LLC | 13,377 | $724.0K | 0.08% | +175+1.3% | Added |
| First National Bank of South Miami | 13,385 | $724.0K | 0.49% | +878+7.0% | Added |
| Knott David M | 13,400 | $725.0K | 0.28% | 00.0% | Unchanged |
| Allworth Financial LP | 13,454 | $728.0K | 0.01% | −5,896−30.5% | Reduced |
| Glen Eagle Advisors, LLC | 13,470 | $728.9K | 0.23% | +263+2.0% | Added |
| Park Circle Co | 13,500 | $730.0K | 0.58% | 00.0% | Unchanged |
| Natixis Investment Managers International | 13,500 | $730.0K | 0.04% | 00.0% | Unchanged |
| Gleason Group, Inc. | 13,485 | $730.0K | 0.26% | +107+0.8% | Added |
| Essex Investment Management Co LLC | 13,532 | $732.0K | 0.09% | −30,624−69.4% | Reduced |
| Chapman Investment Management, LLC | 13,522 | $732.0K | 0.41% | +1,488+12.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,547 | $733.0K | 0.13% | +1,577+13.2% | Added |
| Aspen Investment Management Inc | 13,565 | $734.0K | 0.38% | +372+2.8% | Added |
| Full Sail Capital, LLC | 13,596 | $736.0K | 0.07% | −1,312−8.8% | Reduced |
| Pioneer Trust Bank N A | 13,615 | $737.0K | 0.21% | −532−3.8% | Reduced |
| Corbyn Investment Management Inc | 13,636 | $738.0K | 0.27% | +626+4.8% | Added |
| Sunbelt Securities, Inc. | 13,110 | $739.0K | 0.13% | +1,500+12.9% | Added |
| Alpha Omega Wealth Management LLC | 13,680 | $740.0K | 0.12% | −804−5.6% | Reduced |
| Duncker Streett & Co Inc | 13,673 | $740.0K | 0.14% | −500−3.5% | Reduced |
| Delta Financial Advisors LLC | 13,677 | $740.0K | 0.33% | +32+0.2% | Added |
| GW&K Investment Management, LLC | 13,715 | $742.0K | 0.01% | +475+3.6% | Added |
| Wills Financial Group, Inc. | 13,718 | $742.0K | 0.32% | +5,925+76.0% | Added |
| Naples Global Advisors, LLC | 13,724 | $743.0K | 0.10% | +2,157+18.6% | Added |
| Atlas Private Wealth Advisors | 13,776 | $745.0K | 0.40% | −18−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,779 | $746.0K | 0.48% | +11+0.1% | Added |
| Headinvest, LLC | 13,848 | $749.0K | 0.14% | +840+6.5% | Added |
| Hilton Capital Management, LLC | 13,868 | $750.0K | 0.08% | +1,424+11.4% | Added |
| Baldwin Investment Management, LLC | 13,900 | $752.0K | 0.13% | −1,000−6.7% | Reduced |
| Aspireon Wealth Advisors | 13,926 | $753.0K | 0.49% | −74−0.5% | Reduced |
| MainStreet Investment Advisors LLC | 13,963 | $756.0K | 0.06% | −1,336−8.7% | Reduced |
| Marks Group Wealth Management, Inc | 14,032 | $757.0K | 0.10% | +775+5.8% | Added |
| Jump Financial, LLC | 14,013 | $758.0K | 0.07% | −4,056−22.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 14,000 | $758.0K | 0.05% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 14,022 | $759.0K | 0.17% | 00.0% | Unchanged |