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 |
|---|---|---|---|---|---|
| Perennial Investment Advisors, LLC | 42,407 | $2.29M | 0.84% | −488−1.1% | Reduced |
| Asset Management Corp | 42,329 | $2.29M | 1.48% | −2,178−4.9% | Reduced |
| Excalibur Management Corp | 42,297 | $2.29M | 1.04% | +456+1.1% | Added |
| MACRO Consulting Group | 42,382 | $2.29M | 1.18% | +1,749+4.3% | Added |
| Investors Asset Management of Georgia Inc | 42,291 | $2.29M | 1.23% | −123−0.3% | Reduced |
| Cypress Capital Management LLC | 42,180 | $2.28M | 0.30% | −53,625−56.0% | Reduced |
| Bragg Financial Advisors, Inc | 42,147 | $2.28M | 0.15% | −100−0.2% | Reduced |
| Fisher Asset Management, LLC | 42,132 | $2.28M | 0.00% | +4,680+12.5% | Added |
| Independent Investors Inc | 42,127 | $2.28M | 0.56% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 41,987 | $2.27M | 0.29% | −10,135−19.4% | Reduced |
| Duff & Phelps Investment Management Co | 41,630 | $2.25M | 0.03% | −3,830−8.4% | Reduced |
| Global Retirement Partners, LLC | 41,597 | $2.25M | 0.23% | −642−1.5% | Reduced |
| Bank of Nova Scotia Trust Co | 41,545 | $2.25M | 0.20% | +120+0.3% | Added |
| Raab & Moskowitz Asset Management LLC | 41,537 | $2.25M | 0.82% | +2,831+7.3% | Added |
| BSW Wealth Partners | 41,372 | $2.24M | 0.62% | +1,008+2.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 41,386 | $2.24M | 0.11% | +18,981+84.7% | Added |
| Field & Main Bank | 41,334 | $2.24M | 1.43% | −125−0.3% | Reduced |
| Arden Trust Co | 41,293 | $2.23M | 0.37% | +1,958+5.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 41,119 | $2.23M | 0.12% | −2,717−6.2% | Reduced |
| Verdence Capital Advisors LLC | 41,123 | $2.23M | 0.31% | +8,180+24.8% | Added |
| Cutler Group LP | 41,101 | $2.22M | 0.16% | +37,731+1,119.6% | Added |
| Westhampton Capital, LLC | 40,920 | $2.21M | 1.44% | −2,000−4.7% | Reduced |
| Telemus Capital, LLC | 40,911 | $2.21M | 0.16% | −1,828−4.3% | Reduced |
| St. Johns Investment Management Company, LLC | 40,754 | $2.21M | 1.20% | −1,083−2.6% | Reduced |
| Regent Investment Management LLC | 40,648 | $2.20M | 0.52% | −600−1.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 40,610 | $2.20M | 0.60% | +289+0.7% | Added |
| First Mercantile Trust Co | 40,556 | $2.19M | 0.26% | −1,877−4.4% | Reduced |
| TCG Advisory Services, LLC | 40,369 | $2.18M | 0.59% | +3,142+8.4% | Added |
| Allred Capital Management, LLC | 40,281 | $2.18M | 1.08% | −907−2.2% | Reduced |
| Azzad Asset Management Inc | 40,087 | $2.17M | 0.32% | −1,682−4.0% | Reduced |
| Bogart Wealth, LLC | 39,925 | $2.16M | 0.24% | +6,671+20.1% | Added |
| Walleye Trading LLC | 39,852 | $2.16M | 0.06% | +34,654+666.7% | Added |
| Snowden Capital Advisors LLC | 39,832 | $2.16M | 0.11% | +2,478+6.6% | Added |
| Busey Wealth Management | 39,811 | $2.15M | 0.10% | −5,579−12.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 13,578 | $2.15M | 0.05% | −5,187−27.6% | Reduced |
| DF Dent & Co Inc | 39,730 | $2.15M | 0.02% | −479−1.2% | Reduced |
| Shepherd Financial Partners LLC | 39,693 | $2.15M | 0.41% | +3,498+9.7% | Added |
| Foster Dykema Cabot & Co Inc | 39,653 | $2.15M | 0.27% | −1,100−2.7% | Reduced |
| Intrua Financial, LLC | 37,517 | $2.13M | 0.51% | +391+1.1% | Added |
| Sequoia Financial Advisors, LLC | 39,292 | $2.13M | 0.08% | +10,701+37.4% | Added |
| Wright Investors Service Inc | 39,144 | $2.12M | 0.57% | +1,652+4.4% | Added |
| Checchi Capital Advisers, LLC | 39,122 | $2.12M | 0.26% | −791−2.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 39,123 | $2.12M | 0.25% | −105−0.3% | Reduced |
| RB Capital Management, LLC | 38,724 | $2.10M | 0.81% | +987+2.6% | Added |
| Advisors Management Group Inc | 38,577 | $2.09M | 0.62% | +412+1.1% | Added |
| Access Financial Services, Inc. | 38,490 | $2.08M | 0.97% | −8,626−18.3% | Reduced |
| Leelyn Smith, LLC | 38,334 | $2.07M | 0.61% | +724+1.9% | Added |
| First American Bank | 38,118 | $2.06M | 0.12% | −246−0.6% | Reduced |
| Members Capital Advisors Inc | 38,113 | $2.06M | 1.28% | 00.0% | Unchanged |
| We Are One Seven, LLC | 38,062 | $2.06M | 0.29% | +21,317+127.3% | Added |
| SeaCrest Wealth Management, LLC | 38,034 | $2.06M | 0.25% | +164+0.4% | Added |
| Jag Capital Management, LLC | 37,882 | $2.05M | 0.16% | +444+1.2% | Added |
| Kavar Capital Partners Group, LLC | 37,805 | $2.05M | 0.49% | −252−0.7% | Reduced |
| Mutual Advisors, LLC | 37,794 | $2.04M | 0.12% | −1,553−3.9% | Reduced |
| Private Capital Group, LLC | 37,435 | $2.04M | 0.46% | −1,191−3.1% | Reduced |
| Balentine LLC | 37,742 | $2.04M | 0.08% | +2,158+6.1% | Added |
| First Midwest Bank Trust Division | 37,715 | $2.04M | 0.27% | −1,896−4.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 37,690 | $2.04M | 1.29% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 37,651 | $2.04M | 0.52% | +203+0.5% | Added |
| Barr E S & Co | 37,596 | $2.03M | 0.15% | +4,772+14.5% | Added |
| Aigen Investment Management, LP | 37,565 | $2.03M | 0.35% | +9,995+36.3% | Added |
| Westwood Holdings Group Inc. | 37,500 | $2.03M | 0.02% | +9,419+33.5% | Added |
| Roundview Capital LLC | 37,449 | $2.03M | 0.23% | −542−1.4% | Reduced |
| Gratus Capital LLC | 37,341 | $2.02M | 0.22% | −731−1.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 37,328 | $2.02M | 0.24% | +16,076+75.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 37,211 | $2.01M | 1.08% | +2,202+6.3% | Added |
| Perigon Wealth Management, LLC | 37,091 | $2.01M | 0.18% | −428−1.1% | Reduced |
| Country Club Trust Company, n.a. | 37,258 | $2.01M | 0.18% | +1,154+3.2% | Added |
| Shelton Capital Management | 37,018 | $2.00M | 0.08% | −16,599−31.0% | Reduced |
| Gifford Fong Associates | 37,000 | $2.00M | 0.39% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 36,993 | $2.00M | 0.53% | +45+0.1% | Added |
| Cacti Asset Management LLC | 36,600 | $1.99M | 0.16% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 36,662 | $1.98M | 0.74% | −634−1.7% | Reduced |
| Hollow Brook Wealth Management LLC | 36,578 | $1.98M | 1.23% | +28+0.1% | Added |
| Resources Investment Advisors, LLC. | 36,538 | $1.98M | 0.08% | +2,568+7.6% | Added |
| Ancora Advisors, LLC | 36,475 | $1.97M | 0.05% | −802−2.2% | Reduced |
| Erste Asset Management GmbH | 36,508 | $1.97M | 0.04% | +24,074+193.6% | Added |
| Papp L Roy & Associates | 36,443 | $1.97M | 0.25% | −46−0.1% | Reduced |
| Capital Analysts, LLC | 36,406 | $1.97M | 0.13% | −1,000−2.7% | Reduced |
| Coastal Investment Advisors, Inc. | 36,305 | $1.96M | 0.47% | −918−2.5% | Reduced |
| 6 Meridian | 36,202 | $1.96M | 0.16% | −343−0.9% | Reduced |
| Burney Co | 36,176 | $1.96M | 0.09% | +463+1.3% | Added |
| NorthCoast Asset Management LLC | 36,168 | $1.96M | 0.07% | +2,180+6.4% | Added |
| Tokio Marine Asset Management Co Ltd | 36,118 | $1.95M | 0.18% | +8,034+28.6% | Added |
| Bridges Investment Management Inc | 35,975 | $1.95M | 0.06% | −1,050−2.8% | Reduced |
| Independence Bank of Kentucky | 35,824 | $1.94M | 0.86% | +223+0.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 35,527 | $1.92M | 0.11% | +642+1.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 35,442 | $1.92M | 1.26% | +35,442 | New |
| BBR Partners, LLC | 35,409 | $1.92M | 0.15% | −59,498−62.7% | Reduced |
| Okabena Investment Services Inc | 35,372 | $1.91M | 0.90% | +35,372 | New |
| Icon Wealth Partners, LLC | 35,350 | $1.91M | 0.21% | +3,082+9.6% | Added |
| American National Registered Investment Advisor, Inc. | 35,239 | $1.91M | 0.68% | −255−0.7% | Reduced |
| InterOcean Capital Group, LLC | 34,655 | $1.88M | 0.10% | −18,487−34.8% | Reduced |
| Bowen Hanes & Co Inc | 34,600 | $1.87M | 0.06% | −2,000−5.5% | Reduced |
| Thompson Investment Management, Inc. | 34,538 | $1.87M | 0.27% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 34,496 | $1.87M | 0.78% | −580−1.7% | Reduced |
| Paradigm Financial Partners, LLC | 34,379 | $1.86M | 0.46% | −1,736−4.8% | Reduced |
| First National Trust Co | 34,370 | $1.86M | 0.11% | −274−0.8% | Reduced |
| Northstar Group, Inc. | 34,311 | $1.86M | 0.49% | −2,061−5.7% | Reduced |
| Mayflower Financial Advisors, LLC | 34,295 | $1.86M | 0.26% | +1,870+5.8% | Added |