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 |
|---|---|---|---|---|---|
| Providence Capital Advisors, LLC | 34,263 | $1.85M | 0.61% | +2,126+6.6% | Added |
| McKinley Carter Wealth Services, Inc. | 34,144 | $1.85M | 0.15% | +245+0.7% | Added |
| Janney Capital Management LLC | 34,071 | $1.84M | 0.12% | +336+1.0% | Added |
| PKO Investment Management Joint-Stock Co | 34,063 | $1.84M | 0.23% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 34,031 | $1.84M | 0.95% | +273+0.8% | Added |
| Assenagon Asset Management S.A. | 33,923 | $1.84M | 0.01% | −684,556−95.3% | Reduced |
| Stokes Family Office, LLC | 33,923 | $1.84M | 0.26% | +2,472+7.9% | Added |
| Pearl River Capital, LLC | 33,925 | $1.84M | 0.51% | +33,925 | New |
| Signet Investment Advisory Group, Inc. | 33,760 | $1.83M | 1.18% | −928−2.7% | Reduced |
| Agf Investments Inc. | 33,752 | $1.83M | 0.01% | +17,357+105.9% | Added |
| Quattro Financial Advisors LLC | 32,242 | $1.81M | 0.48% | −4,365−11.9% | Reduced |
| Hodges Capital Management Inc. | 33,456 | $1.81M | 0.20% | −2,393−6.7% | Reduced |
| Fruth Investment Management | 33,452 | $1.81M | 0.54% | −200−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 33,402 | $1.81M | 0.80% | −580−1.7% | Reduced |
| Capstone Triton Financial Group, LLC | 33,374 | $1.81M | 1.11% | +1,498+4.7% | Added |
| Symmetry Partners, LLC | 33,348 | $1.80M | 0.12% | −4,174−11.1% | Reduced |
| Abacus Planning Group, Inc. | 33,322 | $1.80M | 0.55% | −658−1.9% | Reduced |
| Consolidated Planning Corp | 33,262 | $1.80M | 1.33% | −2,169−6.1% | Reduced |
| WBH Advisory Inc | 31,089 | $1.77M | 0.26% | −368−1.2% | Reduced |
| Marino, Stram & Associates LLC | 32,608 | $1.76M | 0.46% | −833−2.5% | Reduced |
| YorkBridge Wealth Partners, LLC | 32,608 | $1.76M | 0.46% | +1,139+3.6% | Added |
| Smith, Moore & Co. | 32,530 | $1.76M | 0.27% | −3,726−10.3% | Reduced |
| Shoker Investment Counsel, Inc. | 32,524 | $1.76M | 0.88% | +178+0.6% | Added |
| Curbstone Financial Management Corp | 32,516 | $1.76M | 0.33% | +4,066+14.3% | Added |
| Summit X, LLC | 32,486 | $1.76M | 0.44% | +877+2.8% | Added |
| Zions Bancorporation, N.A. | 32,435 | $1.75M | 0.18% | +5,228+19.2% | Added |
| Boltwood Capital Management | 32,305 | $1.75M | 0.73% | −415−1.3% | Reduced |
| Woodmont Investment Counsel LLC | 32,216 | $1.74M | 0.27% | −2,996−8.5% | Reduced |
| Cohen Investment Advisors LLC | 32,040 | $1.73M | 1.35% | −884−2.7% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 31,990 | $1.73M | 0.43% | −43,003−57.3% | Reduced |
| South Street Advisors LLC | 31,880 | $1.73M | 0.32% | +31,880 | New |
| Arrow Financial Corp | 31,845 | $1.72M | 0.22% | −799−2.4% | Reduced |
| Holderness Investments Co | 31,836 | $1.72M | 0.57% | +246+0.8% | Added |
| LBMC Investment Advisors, LLC | 31,791 | $1.72M | 0.16% | +847+2.7% | Added |
| Ferguson Wellman Capital Management, Inc | 31,752 | $1.72M | 0.06% | +42+0.1% | Added |
| Boyd Watterson Asset Management LLC | 31,716 | $1.72M | 0.69% | −46−0.1% | Reduced |
| Smith Shellnut Wilson LLC | 31,691 | $1.72M | 1.00% | −6,768−17.6% | Reduced |
| Exeter Financial, LLC | 31,660 | $1.72M | 0.99% | +1,728+5.8% | Added |
| Ellsworth Advisors, LLC | 31,658 | $1.71M | 0.84% | +5,588+21.4% | Added |
| Bonness Enterprises Inc | 31,600 | $1.71M | 0.86% | 00.0% | Unchanged |
| First Personal Financial Services | 31,538 | $1.71M | 0.44% | −1,370−4.2% | Reduced |
| Aevitas Wealth Management, Inc. | 31,532 | $1.71M | 1.09% | +1,032+3.4% | Added |
| LeJeune Puetz Investment Counsel LLC | 31,455 | $1.70M | 0.63% | −225−0.7% | Reduced |
| Manchester Capital Management LLC | 31,421 | $1.70M | 0.23% | −803−2.5% | Reduced |
| Fort, L.P. | 31,370 | $1.70M | 0.49% | −2,022−6.1% | Reduced |
| Roberts Glore & Co Inc | 31,364 | $1.70M | 0.51% | −590−1.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 31,302 | $1.69M | 0.03% | +333+1.1% | Added |
| Triangle Securities Wealth Management | 31,286 | $1.69M | 0.57% | +94+0.3% | Added |
| Clarius Group, LLC | 31,292 | $1.69M | 0.15% | +1,940+6.6% | Added |
| TrimTabs Asset Management, LLC | 31,028 | $1.69M | 0.86% | +31,028 | New |
| Chicago Trust Co NA | 31,095 | $1.68M | 0.40% | +13,340+75.1% | Added |
| Clear Street Markets LLC | 31,111 | $1.68M | 0.36% | +22,311+253.5% | Added |
| Cozad Asset Management Inc | 31,037 | $1.68M | 0.26% | −19,686−38.8% | Reduced |
| Fiera Capital Corp | 30,836 | $1.67M | 0.00% | −3,326−9.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 30,839 | $1.67M | 0.25% | −1,600−4.9% | Reduced |
| Pegasus Partners Ltd. | 30,832 | $1.67M | 0.32% | −1,802−5.5% | Reduced |
| Dohj, LLC | 30,753 | $1.66M | 0.88% | −2,291−6.9% | Reduced |
| Andesa Financial Management Inc. | 30,732 | $1.66M | 0.50% | −1,892−5.8% | Reduced |
| Coastal Bridge Advisors, LLC | 30,630 | $1.66M | 0.34% | +559+1.9% | Added |
| Main Street Financial Solutions, LLC | 30,578 | $1.66M | 0.27% | +557+1.9% | Added |
| Stillwater Investment Management, LLC | 30,475 | $1.65M | 0.44% | −323−1.0% | Reduced |
| Northeast Financial Consultants Inc | 30,332 | $1.64M | 0.11% | +41+0.1% | Added |
| Highlander Capital Management, LLC | 30,230 | $1.64M | 0.82% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 30,184 | $1.63M | 0.26% | −4,648−13.3% | Reduced |
| Orion Portfolio Solutions, LLC | 30,034 | $1.63M | 0.06% | +6,381+27.0% | Added |
| Franklin Street Capital Partners, LLC | 30,000 | $1.62M | 1.72% | −70,000−70.0% | Reduced |
| Certified Advisory Corp | 30,004 | $1.62M | 0.41% | +3,906+15.0% | Added |
| Jaffetilchin Investment Partners, LLC | 29,934 | $1.62M | 0.11% | −4,032−11.9% | Reduced |
| Boston Financial Mangement LLC | 29,880 | $1.62M | 0.07% | −1,378−4.4% | Reduced |
| Thoroughbred Financial Services, LLC | 29,886 | $1.62M | 0.40% | −843−2.7% | Reduced |
| Davy Global Fund Management Ltd | 29,872 | $1.62M | 0.25% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 29,729 | $1.61M | 0.10% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 29,614 | $1.60M | 0.12% | +3,846+14.9% | Added |
| Engineers Gate Manager LP | 29,579 | $1.60M | 0.10% | −29,981−50.3% | Reduced |
| Founders Capital Management | 29,412 | $1.59M | 1.04% | −3,455−10.5% | Reduced |
| Koss-Olinger Consulting, LLC | 29,277 | $1.58M | 0.24% | +2,381+8.9% | Added |
| Am Investment Strategies LLC | 29,250 | $1.58M | 0.41% | +110.0% | Added |
| SageGuard Financial Group, LLC | 29,217 | $1.58M | 0.72% | +620+2.2% | Added |
| Hudock, Inc. | 29,151 | $1.58M | 0.47% | +233+0.8% | Added |
| Founders Financial Securities LLC | 29,131 | $1.58M | 0.31% | +4,060+16.2% | Added |
| LVM Capital Management Ltd | 29,088 | $1.57M | 0.24% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 29,061 | $1.57M | 0.17% | −1,568−5.1% | Reduced |
| Belpointe Asset Management LLC | 29,033 | $1.57M | 0.11% | +76+0.3% | Added |
| Perpetual Investment Management Ltd | 28,838 | $1.56M | 0.22% | 00.0% | Unchanged |
| Brighton Jones LLC | 28,747 | $1.55M | 0.08% | +2,758+10.6% | Added |
| Court Place Advisors, LLC | 28,712 | $1.55M | 0.45% | −548−1.9% | Reduced |
| CVA Family Office, LLC | 28,654 | $1.55M | 0.44% | +1,056+3.8% | Added |
| Quadrant Capital Group LLC | 28,591 | $1.55M | 0.22% | −962−3.3% | Reduced |
| Front Row Advisors LLC | 27,160 | $1.54M | 0.63% | −659−2.4% | Reduced |
| Aull & Monroe Investment Management Corp | 28,508 | $1.54M | 0.73% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 28,520 | $1.54M | 0.20% | +8,291+41.0% | Added |
| ICW Investment Advisors LLC | 28,483 | $1.54M | 1.01% | +485+1.7% | Added |
| Laffer Tengler Investments | 28,426 | $1.54M | 0.58% | −1,568−5.2% | Reduced |
| Meridian Management Co | 28,336 | $1.53M | 0.45% | +200+0.7% | Added |
| Wealth Advisory Solutions, LLC | 28,196 | $1.53M | 0.36% | −316−1.1% | Reduced |
| AIA Group Ltd | 27,302 | $1.52M | 0.10% | +10,570+63.2% | Added |
| Intrust Bank NA | 28,066 | $1.52M | 0.21% | +1,103+4.1% | Added |
| Cobblestone Capital Advisors LLC | 28,052 | $1.52M | 0.10% | +62+0.2% | Added |
| Texas Yale Capital Corp. | 27,997 | $1.51M | 0.09% | 00.0% | Unchanged |
| Assetmark, Inc | 28,005 | $1.51M | 0.01% | +2,923+11.7% | Added |