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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 53,789 | $2.89M | 0.21% | +2,223+4.3% | Added |
| Parsec Financial Management, Inc. | 53,251 | $2.88M | 0.14% | −1,154−2.1% | Reduced |
| Stevens Capital Management LP | 53,017 | $2.87M | 0.84% | +53,017 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 52,972 | $2.87M | 1.40% | −29,398−35.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 50,234 | $2.87M | 0.80% | −4,135−7.6% | Reduced |
| Cypress Asset Management Inc | 52,915 | $2.86M | 0.73% | −955−1.8% | Reduced |
| Summit Financial Group Inc | 52,885 | $2.86M | 1.07% | +59+0.1% | Added |
| Sigma Investment Counselors Inc | 52,811 | $2.86M | 0.21% | −2,955−5.3% | Reduced |
| Truehand, Inc | 52,761 | $2.85M | 1.68% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 52,722 | $2.85M | 0.13% | +2,720+5.4% | Added |
| Regal Investment Advisors LLC | 52,704 | $2.85M | 0.29% | +52,704 | New |
| PFG Advisors | 52,627 | $2.85M | 0.33% | −7,801−12.9% | Reduced |
| American Portfolios Advisors | 52,622 | $2.85M | 0.11% | +3,070+6.2% | Added |
| Connolly Sarah T. | 52,514 | $2.84M | 2.32% | +400+0.8% | Added |
| Community Financial Services Group, LLC | 52,502 | $2.84M | 0.79% | +1,121+2.2% | Added |
| FDx Advisors, Inc. | 52,309 | $2.83M | 0.09% | +3,531+7.2% | Added |
| Picton Mahoney Asset Management | 52,213 | $2.83M | 0.10% | −21,002−28.7% | Reduced |
| Ropes Wealth Advisors LLC | 52,039 | $2.82M | 0.45% | −35−0.1% | Reduced |
| Keating Investment Counselors Inc | 51,986 | $2.81M | 1.29% | −5,510−9.6% | Reduced |
| Plimoth Trust Co LLC | 51,918 | $2.81M | 0.79% | +1,327+2.6% | Added |
| Heritage Way Advisors, LLC | 51,848 | $2.81M | 1.15% | −7,015−11.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 51,787 | $2.80M | 1.80% | −195−0.4% | Reduced |
| Resource Planning Group | 51,792 | $2.80M | 1.62% | +5,755+12.5% | Added |
| Buckhead Capital Management LLC | 51,679 | $2.80M | 0.62% | −190.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 51,635 | $2.79M | 0.97% | +2,620+5.3% | Added |
| Ameritas Investment Company, LLC | 18,528 | $2.79M | 0.14% | −23,169−55.6% | Reduced |
| KCM Investment Advisors LLC | 51,448 | $2.78M | 0.11% | +5,777+12.6% | Added |
| Trust Co of Vermont | 51,345 | $2.78M | 0.19% | −740−1.4% | Reduced |
| Trustco Bank Corp N Y | 51,128 | $2.77M | 2.49% | −5,050−9.0% | Reduced |
| Howland Capital Management LLC | 51,113 | $2.77M | 0.14% | +3,620+7.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 50,725 | $2.75M | 0.03% | +4,500+9.7% | Added |
| Cambridge Trust Co | 50,682 | $2.74M | 0.10% | +2,713+5.7% | Added |
| GFS Advisors, LLC | 50,600 | $2.74M | 0.62% | −21,650−30.0% | Reduced |
| Hanson & Doremus Investment Management | 55,363 | $2.73M | 0.82% | −13,710−19.8% | Reduced |
| Vestor Capital, LLC | 50,393 | $2.73M | 0.29% | −5,028−9.1% | Reduced |
| Virtu Financial LLC | 50,307 | $2.72M | 0.26% | +50,307 | New |
| Schaper Benz & Wise Investment Counsel Inc | 50,122 | $2.71M | 0.25% | −1,146−2.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 50,110 | $2.71M | 0.14% | −4,314−7.9% | Reduced |
| Boston Trust Walden Corp | 49,816 | $2.70M | 0.02% | +3,750+8.1% | Added |
| Veriti Management LLC | 49,827 | $2.70M | 0.40% | +14,523+41.1% | Added |
| Kingsview Wealth Management, LLC | 49,604 | $2.68M | 0.13% | +1,033+2.1% | Added |
| Quantitative Value Technologies, LLC | 49,447 | $2.68M | 4.41% | +49,447 | New |
| Pittenger & Anderson Inc | 49,346 | $2.67M | 0.14% | +1,185+2.5% | Added |
| Soltis Investment Advisors LLC | 49,079 | $2.66M | 0.42% | +6,390+15.0% | Added |
| Moneta Group Investment Advisors LLC | 48,993 | $2.65M | 0.12% | +4,315+9.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 48,890 | $2.65M | 1.48% | +168+0.3% | Added |
| Moloney Securities Asset Management, LLC | 48,858 | $2.64M | 0.48% | +1,085+2.3% | Added |
| Aprio Wealth Management, LLC | 48,700 | $2.63M | 1.25% | +48,700 | New |
| Hikari Power Ltd | 48,400 | $2.62M | 0.26% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 48,332 | $2.62M | 1.79% | −16,414−25.4% | Reduced |
| BLB&B Advisors, LLC | 48,254 | $2.61M | 0.19% | −1,359−2.7% | Reduced |
| Violich Capital Management, Inc. | 48,028 | $2.60M | 0.44% | −2,725−5.4% | Reduced |
| M Holdings Securities, Inc. | 48,020 | $2.60M | 0.25% | −1,225−2.5% | Reduced |
| Reilly Financial Advisors, LLC | 48,015 | $2.60M | 0.21% | +2,536+5.6% | Added |
| United Fire Group Inc | 48,000 | $2.60M | 1.32% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 47,931 | $2.59M | 1.30% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 47,892 | $2.59M | 0.01% | +524+1.1% | Added |
| Citadel Investment Advisory, Inc. | 47,686 | $2.58M | 1.60% | 00.0% | Unchanged |
| Savant Capital, LLC | 47,616 | $2.58M | 0.10% | +485+1.0% | Added |
| Exane Derivatives | 46,818 | $2.58M | 0.60% | −680−1.4% | Reduced |
| Palisade Asset Management, LLC | 47,486 | $2.57M | 0.30% | −737−1.5% | Reduced |
| Jackson Wealth Management, LLC | 47,451 | $2.57M | 0.32% | +1,048+2.3% | Added |
| Prospera Financial Services Inc | 47,420 | $2.57M | 0.13% | +1,760+3.9% | Added |
| Baker Tilly Wealth Management, LLC | 47,398 | $2.56M | 0.41% | +5,561+13.3% | Added |
| Group One Trading, L.P. | 47,249 | $2.56M | 0.05% | −300,253−86.4% | Reduced |
| WMS Partners, LLC | 47,223 | $2.56M | 0.38% | −240−0.5% | Reduced |
| Charter Trust Co | 47,158 | $2.55M | 0.24% | −22,588−32.4% | Reduced |
| Waldron Private Wealth LLC | 46,760 | $2.55M | 0.16% | −353−0.7% | Reduced |
| Callahan Advisors, LLC | 46,992 | $2.54M | 0.32% | +208+0.4% | Added |
| Doyle Wealth Management | 46,959 | $2.54M | 0.21% | +601+1.3% | Added |
| Prelude Capital Management, LLC | 46,716 | $2.54M | 0.14% | +31,600+209.1% | Added |
| Aureus Asset Management, LLC | 46,676 | $2.53M | 0.16% | +14,727+46.1% | Added |
| Atlantic Union Bankshares Corp | 46,673 | $2.52M | 0.24% | +1,782+4.0% | Added |
| Walter & Keenan Financial Consulting Co | 46,486 | $2.52M | 0.87% | −3,198−6.4% | Reduced |
| West Paces Advisors Inc. | 46,426 | $2.51M | 0.92% | −2,165−4.5% | Reduced |
| Xcel Wealth Management, LLC | 46,398 | $2.51M | 0.76% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 46,410 | $2.51M | 0.17% | +538+1.2% | Added |
| Gamble Jones Investment Counsel | 46,376 | $2.51M | 0.16% | −200−0.4% | Reduced |
| Rothschild Investment Corp | 46,123 | $2.50M | 0.20% | −563−1.2% | Reduced |
| Trust Co of Virginia | 46,310 | $2.49M | 0.27% | −1,167−2.5% | Reduced |
| IHT Wealth Management, LLC | 46,027 | $2.49M | 0.16% | −3,171−6.4% | Reduced |
| First PREMIER Bank | 45,861 | $2.48M | 0.72% | −510−1.1% | Reduced |
| Empirical Finance, LLC | 45,859 | $2.48M | 0.40% | +6,761+17.3% | Added |
| Keystone Financial Planning, Inc. | 45,721 | $2.47M | 0.90% | −626−1.4% | Reduced |
| Arkadios Wealth Advisors | 45,231 | $2.45M | 0.30% | +12,628+38.7% | Added |
| Mirabella Financial Services LLP | 44,970 | $2.43M | 0.47% | +44,970 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 43,100 | $2.43M | 1.05% | −24−0.1% | Reduced |
| ACG Wealth | 44,599 | $2.41M | 0.31% | −3,070−6.4% | Reduced |
| Bremer Bank National Association | 44,503 | $2.41M | 0.52% | −1,194−2.6% | Reduced |
| Asset Dedication, LLC | 44,662 | $2.41M | 0.36% | +18,888+73.3% | Added |
| Emfo, LLC | 44,255 | $2.40M | 2.09% | +44,255 | New |
| Silver Lake Advisory, LLC | 42,063 | $2.39M | 1.15% | +378+0.9% | Added |
| Dana Investment Advisors, Inc. | 44,201 | $2.39M | 0.11% | −303−0.7% | Reduced |
| Northeast Investment Management | 43,894 | $2.38M | 0.13% | −662−1.5% | Reduced |
| Boenning & Scattergood, Inc. | 43,385 | $2.35M | 0.41% | −1,396−3.1% | Reduced |
| Beck Mack & Oliver LLC | 43,258 | $2.34M | 0.06% | +1,635+3.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 43,245 | $2.34M | 0.78% | +1,092+2.6% | Added |
| Kinloch Capital, LLC | 43,205 | $2.34M | 1.68% | +3,261+8.2% | Added |
| Vestmark Advisory Solutions, Inc. | 43,184 | $2.34M | 0.17% | +3,323+8.3% | Added |
| MD Financial Management Inc. | 42,792 | $2.31M | 0.07% | +41,592+3,466.0% | Added |