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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 87,729 | $4.75M | 0.19% | +3,077+3.6% | Added |
| Argyle Capital Management Inc. | 87,067 | $4.71M | 1.52% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 86,732 | $4.69M | 0.42% | +5,273+6.5% | Added |
| PFS Investments Inc. | 86,057 | $4.69M | 0.11% | +5,641+7.0% | Added |
| Avantax Advisory Services, Inc. | 86,338 | $4.67M | 0.08% | −163−0.2% | Reduced |
| HGK Asset Management Inc | 85,809 | $4.64M | 1.48% | +85,809 | New |
| Clifford Swan Investment Counsel LLC | 82,674 | $4.64M | 0.18% | +750+0.9% | Added |
| Itau Unibanco Holding S.A. | 85,660 | $4.63M | 0.23% | +2,710+3.3% | Added |
| Lido Advisors, LLC | 85,005 | $4.63M | 0.11% | +7,998+10.4% | Added |
| Legacy Capital Partners, Inc. | 85,541 | $4.63M | 1.66% | +75+0.1% | Added |
| Stolper Co | 85,217 | $4.61M | 2.17% | +1,387+1.7% | Added |
| Wealthspire Advisors, LLC | 85,118 | $4.61M | 0.12% | −47,228−35.7% | Reduced |
| Verity & Verity, LLC | 84,708 | $4.58M | 0.72% | 00.0% | Unchanged |
| Prospector Partners LLC | 84,465 | $4.57M | 0.58% | −11,500−12.0% | Reduced |
| Level Four Advisory Services, LLC | 84,171 | $4.55M | 0.31% | +11,457+15.8% | Added |
| Harvey Investment Co LLC | 83,998 | $4.54M | 0.60% | −3,776−4.3% | Reduced |
| Sciencast Management LP | 83,688 | $4.54M | 0.95% | +83,688 | New |
| Meritage Portfolio Management | 83,610 | $4.52M | 0.27% | −370−0.4% | Reduced |
| NFJ Investment Group, LLC | 83,578 | $4.52M | 0.09% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 83,561 | $4.52M | 0.41% | −45−0.1% | Reduced |
| Fosun International Ltd | 83,299 | $4.51M | 0.27% | +3,378+4.2% | Added |
| Bridge Creek Capital Management LLC | 82,989 | $4.49M | 1.69% | +580+0.7% | Added |
| Andra AP-fonden | 83,000 | $4.49M | 0.09% | +4,600+5.9% | Added |
| BerganKDV Wealth Management, LLC | 82,795 | $4.48M | 0.53% | +5,397+7.0% | Added |
| Princeton Portfolio Strategies Group LLC | 82,189 | $4.45M | 0.86% | −6,381−7.2% | Reduced |
| Mechanics Bank Trust Department | 82,169 | $4.45M | 0.73% | −825−1.0% | Reduced |
| Symons Capital Management Inc | 82,082 | $4.44M | 2.53% | −3,756−4.4% | Reduced |
| Keeler Thomas Management LLC | 81,965 | $4.43M | 2.17% | +3,031+3.8% | Added |
| Dynamic Technology Lab Private Ltd | 81,718 | $4.42M | 0.44% | +81,718 | New |
| Green Square Capital Advisors LLC | 81,500 | $4.41M | 1.21% | +3,515+4.5% | Added |
| Citizens National Bank Trust Department | 81,425 | $4.41M | 1.26% | −600−0.7% | Reduced |
| Principle Wealth Partners LLC | 81,181 | $4.39M | 0.50% | −1,770−2.1% | Reduced |
| Inscription Capital, LLC | 81,181 | $4.39M | 0.50% | +51,772+176.0% | Added |
| Allstate Corp | 81,016 | $4.38M | 0.15% | −9,619−10.6% | Reduced |
| PDT Partners, LLC | 80,868 | $4.38M | 0.29% | +68+0.1% | Added |
| Schulhoff & Co Inc | 80,551 | $4.36M | 1.93% | −738−0.9% | Reduced |
| Condor Capital Management | 80,544 | $4.36M | 0.48% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 80,503 | $4.36M | 0.28% | −385−0.5% | Reduced |
| Crescent Capital Consulting, LLC | 80,398 | $4.35M | 0.81% | −280−0.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 80,394 | $4.35M | 1.56% | +3,872+5.1% | Added |
| Boston Research & Management Inc | 80,286 | $4.34M | 1.32% | −960−1.2% | Reduced |
| Stansberry Asset Management, LLC | 80,239 | $4.34M | 1.05% | +4,638+6.1% | Added |
| Caldwell Trust Co | 80,175 | $4.34M | 0.57% | +420+0.5% | Added |
| Surevest, LLC | 80,073 | $4.33M | 1.13% | −4,669−5.5% | Reduced |
| Leavell Investment Management, Inc. | 81,314 | $4.32M | 0.35% | 00.0% | Unchanged |
| Sandy Spring Bank | 79,800 | $4.32M | 0.23% | −6,018−7.0% | Reduced |
| Citizens Financial Group Inc | 79,413 | $4.31M | 0.19% | +11,336+16.7% | Added |
| NTV Asset Management LLC | 79,493 | $4.30M | 0.76% | −93−0.1% | Reduced |
| TRH Financial, LLC | 79,089 | $4.28M | 1.85% | +15,719+24.8% | Added |
| Geneos Wealth Management Inc. | 78,837 | $4.27M | 0.17% | −22,991−22.6% | Reduced |
| Gluskin Sheff & Assoc Inc | 78,621 | $4.25M | 0.20% | +263+0.3% | Added |
| AlphaCrest Capital Management LLC | 78,463 | $4.25M | 0.18% | +43,842+126.6% | Added |
| Rossmore Private Capital | 78,437 | $4.24M | 0.73% | +621+0.8% | Added |
| Freestone Capital Holdings, LLC | 78,064 | $4.22M | 0.21% | −44,003−36.0% | Reduced |
| Cardinal Capital Management | 77,896 | $4.21M | 0.89% | +491+0.6% | Added |
| Wetherby Asset Management Inc | 77,831 | $4.21M | 0.26% | +1,418+1.9% | Added |
| Linscomb & Williams, Inc. | 77,774 | $4.21M | 0.22% | −1,022−1.3% | Reduced |
| Lafayette Investments, Inc. | 77,588 | $4.20M | 1.14% | +2,872+3.8% | Added |
| Spire Wealth Management | 77,361 | $4.19M | 0.11% | −11,836−13.3% | Reduced |
| Horizon Investments, LLC | 77,290 | $4.18M | 0.13% | +28,996+60.0% | Added |
| HighPoint Advisor Group LLC | 76,713 | $4.15M | 0.42% | +6,130+8.7% | Added |
| Beacon Financial Group | 74,177 | $4.14M | 0.59% | +826+1.1% | Added |
| First Nebraska Trust Co | 76,229 | $4.12M | 0.54% | −970−1.3% | Reduced |
| Credit Agricole S A | 76,221 | $4.12M | 0.14% | +35,119+85.4% | Added |
| Heritage Trust Co | 76,183 | $4.12M | 0.59% | −5,698−7.0% | Reduced |
| Hayek Kallen Investment Management | 76,085 | $4.12M | 1.73% | −55−0.1% | Reduced |
| Fulton Bank, N.A. | 76,021 | $4.11M | 0.19% | −1,415−1.8% | Reduced |
| Barrett Asset Management, LLC | 75,973 | $4.11M | 0.19% | +500+0.7% | Added |
| American Century Companies Inc | 75,293 | $4.07M | 0.00% | +20,764+38.1% | Added |
| Beacon Pointe Advisors, LLC | 75,279 | $4.07M | 0.14% | +53,283+242.2% | Added |
| Crossvault Capital Management LLC | 71,070 | $4.05M | 1.24% | +7,195+11.3% | Added |
| Shilanski & Associates, Inc. | 74,530 | $4.05M | 1.92% | +1,604+2.2% | Added |
| Nicollet Investment Management, Inc. | 74,742 | $4.04M | 1.65% | −460−0.6% | Reduced |
| Bryn Mawr Trust Co | 74,644 | $4.04M | 0.15% | −1,116−1.5% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 74,404 | $4.03M | 0.49% | +780+1.1% | Added |
| Cadence Bank NA | 74,313 | $4.02M | 1.20% | −955−1.3% | Reduced |
| JustInvest LLC | 74,256 | $4.02M | 0.42% | +34,728+87.9% | Added |
| CBOE Vest Financial, LLC | 74,145 | $4.01M | 1.52% | +22,208+42.8% | Added |
| WealthBridge Investment Counsel Inc. | 73,900 | $4.00M | 1.77% | +475+0.6% | Added |
| Sepio Capital, LP | 73,628 | $3.98M | 0.33% | −6,366−8.0% | Reduced |
| Integrated Wealth Concepts LLC | 72,775 | $3.94M | 0.14% | +5,661+8.4% | Added |
| Parthenon LLC | 72,423 | $3.92M | 0.59% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 72,327 | $3.91M | 2.05% | +10.0% | Added |
| Essex Financial Services, Inc. | 74,177 | $3.91M | 0.57% | 00.0% | Unchanged |
| Granite Investment Advisors, LLC | 72,261 | $3.91M | 0.61% | +730+1.0% | Added |
| Legato Capital Management LLC | 72,223 | $3.91M | 0.55% | 00.0% | Unchanged |
| Nixon Peabody Trust Co | 71,813 | $3.89M | 1.50% | +425+0.6% | Added |
| Bontempo Ohly Capital Mgmt LLC | 71,803 | $3.88M | 2.11% | +1,333+1.9% | Added |
| Western Wealth Management, LLC | 71,802 | $3.88M | 0.40% | +21,208+41.9% | Added |
| Chicago Capital, LLC | 71,363 | $3.86M | 0.15% | 00.0% | Unchanged |
| Signature Wealth Management Group | 70,912 | $3.84M | 2.14% | −1,175−1.6% | Reduced |
| Roanoke Asset Management Corp | 70,700 | $3.83M | 1.33% | +11,924+20.3% | Added |
| Alexandria Capital, LLC | 70,688 | $3.83M | 0.35% | +4,786+7.3% | Added |
| Magnetar Financial LLC | 70,607 | $3.82M | 0.04% | +47,365+203.8% | Added |
| Kempen Capital Management N.V. | 74,425 | $3.81M | 0.14% | +39,717+114.4% | Added |
| Burns J W & Co Inc | 70,361 | $3.81M | 0.60% | −2,268−3.1% | Reduced |
| Dynamic Advisor Solutions LLC | 70,285 | $3.80M | 0.30% | −437−0.6% | Reduced |
| Ossiam | 66,670 | $3.80M | 0.10% | +66,670 | New |
| Sheaff Brock Investment Advisors, LLC | 70,048 | $3.79M | 0.36% | −359−0.5% | Reduced |
| Weik Capital Management | 69,865 | $3.78M | 1.47% | −795−1.1% | Reduced |