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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 69,359 | $3.75M | 1.54% | −2,499−3.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 69,260 | $3.75M | 0.15% | −354−0.5% | Reduced |
| Cornerstone Wealth Management, LLC | 69,214 | $3.75M | 0.39% | +3,629+5.5% | Added |
| Chatham Capital Group, Inc. | 69,066 | $3.74M | 0.72% | +408+0.6% | Added |
| Colony Group LLC | 69,048 | $3.74M | 0.07% | −4,220−5.8% | Reduced |
| Butensky & Cohen Financial Security, Inc | 68,749 | $3.72M | 1.48% | +861+1.3% | Added |
| Laurel Wealth Advisors LLC | 68,723 | $3.72M | 0.83% | +3,576+5.5% | Added |
| Vestcor Inc | 68,684 | $3.72M | 0.13% | −3,569−4.9% | Reduced |
| Trustcore Financial Services, LLC | 68,511 | $3.71M | 0.39% | −769−1.1% | Reduced |
| Mercer Capital Advisers, Inc. | 68,418 | $3.70M | 1.85% | −436−0.6% | Reduced |
| Tri-Star Advisors Inc. | 68,359 | $3.70M | 1.66% | 00.0% | Unchanged |
| United Bank | 67,811 | $3.67M | 2.47% | −34−0.1% | Reduced |
| Park Avenue Securities LLC | 67,489 | $3.65M | 0.08% | +3,639+5.7% | Added |
| Toth Financial Advisory Corp | 67,260 | $3.64M | 0.56% | +3,852+6.1% | Added |
| FRG Family Wealth Advisors LLC | 67,216 | $3.64M | 0.69% | +180+0.3% | Added |
| Kings Point Capital Management | 66,986 | $3.63M | 0.33% | +2,057+3.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 66,397 | $3.59M | 0.76% | 00.0% | Unchanged |
| Hancock Whitney Corp | 66,346 | $3.59M | 0.11% | −19,442−22.7% | Reduced |
| Woodstock Corp | 65,999 | $3.57M | 0.42% | +454+0.7% | Added |
| Brightworth | 65,941 | $3.57M | 0.30% | −84,583−56.2% | Reduced |
| GWM Advisors LLC | 65,865 | $3.56M | 0.09% | −2,376−3.5% | Reduced |
| Allen Operations LLC | 65,854 | $3.56M | 0.61% | 00.0% | Unchanged |
| Tufton Capital Management | 65,763 | $3.56M | 0.58% | −1,461−2.2% | Reduced |
| Greenleaf Trust | 65,145 | $3.52M | 0.04% | +1,590+2.5% | Added |
| Equitable Holdings, Inc. | 65,113 | $3.52M | 0.06% | +1,295+2.0% | Added |
| Jacobi Capital Management LLC | 65,113 | $3.52M | 0.47% | +1,773+2.8% | Added |
| Blue Chip Partners, Inc. | 65,085 | $3.52M | 0.50% | −3,262−4.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 65,039 | $3.52M | 2.24% | −8,980−12.1% | Reduced |
| NBT Bank N A | 64,973 | $3.52M | 0.48% | −2,807−4.1% | Reduced |
| Sumitomo Life Insurance Co | 64,957 | $3.52M | 0.11% | −10,109−13.5% | Reduced |
| Bayesian Capital Management, LP | 64,700 | $3.50M | 0.91% | −60,200−48.2% | Reduced |
| Semmax Financial Advisors Inc. | 64,061 | $3.47M | 1.11% | +4,220+7.1% | Added |
| David Loasby | 64,013 | $3.46M | 0.45% | −537−0.8% | Reduced |
| IndexIQ Advisors LLC | 63,957 | $3.46M | 0.12% | +2,082+3.4% | Added |
| Family Legacy, Inc. | 61,239 | $3.46M | 1.54% | +133+0.2% | Added |
| Ieq Capital, LLC | 63,882 | $3.46M | 0.10% | +18,584+41.0% | Added |
| Cypress Capital Group | 63,536 | $3.44M | 0.47% | −687−1.1% | Reduced |
| Carroll Financial Associates, Inc. | 63,507 | $3.44M | 0.19% | −460−0.7% | Reduced |
| Day & Ennis, LLC | 63,313 | $3.43M | 1.19% | +248+0.4% | Added |
| Lincoln National Corp | 63,098 | $3.41M | 0.07% | +2,863+4.8% | Added |
| Osborne Partners Capital Management, LLC | 63,078 | $3.41M | 0.28% | −3,631−5.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 63,000 | $3.41M | 0.45% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 62,920 | $3.40M | 0.83% | −37,330−37.2% | Reduced |
| TrinityPoint Wealth, LLC | 62,898 | $3.40M | 0.70% | +270.0% | Added |
| Hamel Associates, Inc. | 62,858 | $3.40M | 1.30% | −4,550−6.7% | Reduced |
| United Bank | 62,770 | $3.40M | 0.46% | −496−0.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 62,719 | $3.39M | 0.87% | −7,153−10.2% | Reduced |
| Profund Advisors LLC | 62,453 | $3.38M | 0.11% | −1,955−3.0% | Reduced |
| Boston Family Office LLC | 61,815 | $3.35M | 0.24% | −7,500−10.8% | Reduced |
| Frontier Wealth Management LLC | 61,643 | $3.33M | 0.23% | −608−1.0% | Reduced |
| Private Trust Co NA | 61,601 | $3.33M | 0.50% | +225+0.4% | Added |
| Old Dominion Capital Management Inc | 61,455 | $3.33M | 0.71% | +100+0.2% | Added |
| Thomas Story & Son LLC | 60,899 | $3.29M | 1.23% | −2,475−3.9% | Reduced |
| Hilltop Holdings Inc. | 60,884 | $3.29M | 0.37% | +6,380+11.7% | Added |
| Seeyond | 60,764 | $3.29M | 0.31% | −1,034−1.7% | Reduced |
| EP Wealth Advisors, LLC | 60,728 | $3.29M | 0.09% | −726−1.2% | Reduced |
| Optimal Asset Management, Inc. | 60,712 | $3.29M | 0.39% | 00.0% | Unchanged |
| RFG Advisory, LLC | 60,540 | $3.28M | 0.29% | −375−0.6% | Reduced |
| North Star Investment Management Corp. | 60,393 | $3.27M | 0.26% | +150.0% | Added |
| Paloma Partners Management Co | 60,396 | $3.27M | 0.09% | +28,997+92.4% | Added |
| Sargent Bickham Lagudis LLC | 60,167 | $3.26M | 0.27% | −180.0% | Reduced |
| Cannon Financial Strategists, Inc. | 60,088 | $3.25M | 1.29% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 60,028 | $3.25M | 0.05% | −14,654−19.6% | Reduced |
| Bronson Point Management LLC | 60,000 | $3.25M | 1.91% | −180,000−75.0% | Reduced |
| BBVA USA | 59,949 | $3.24M | 0.18% | +59,949 | New |
| Financial & Tax Architects, LLC | 59,813 | $3.24M | 1.59% | +4,301+7.7% | Added |
| Duality Advisers, LP | 59,450 | $3.22M | 0.29% | +59,450 | New |
| Oakworth Capital, Inc. | 59,325 | $3.21M | 0.32% | −7,411−11.1% | Reduced |
| Monte Financial Group, LLC | 59,247 | $3.21M | 1.83% | −927−1.5% | Reduced |
| Neville Rodie & Shaw Inc | 58,916 | $3.19M | 0.25% | −1,559−2.6% | Reduced |
| Mengis Capital Management, Inc. | 58,498 | $3.17M | 0.66% | −847−1.4% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 58,399 | $3.16M | 2.00% | −650−1.1% | Reduced |
| Covington Investment Advisors Inc. | 58,346 | $3.16M | 0.69% | +210+0.4% | Added |
| Bridgecreek Investment Management, LLC | 57,850 | $3.13M | 0.45% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 57,525 | $3.11M | 2.22% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 57,371 | $3.10M | 0.23% | −635−1.1% | Reduced |
| Wellington Shields Capital Management, LLC | 57,341 | $3.10M | 0.38% | −9,384−14.1% | Reduced |
| Csenge Advisory Group | 57,408 | $3.10M | 0.28% | +21,865+61.5% | Added |
| American Research & Management Co. | 57,229 | $3.10M | 0.71% | −5,624−8.9% | Reduced |
| Connable Office Inc | 57,190 | $3.10M | 0.43% | −92−0.2% | Reduced |
| Choate Investment Advisors | 56,829 | $3.08M | 0.19% | +1,730+3.1% | Added |
| CWM, LLC | 56,744 | $3.07M | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 56,442 | $3.05M | 0.03% | −2,719−4.6% | Reduced |
| West Family Investments, Inc. | 55,992 | $3.03M | 0.85% | +55,992 | New |
| Centaurus Financial, Inc. | 55,806 | $3.02M | 0.25% | +1,009+1.8% | Added |
| PDS Planning, Inc | 55,726 | $3.02M | 0.73% | +1,199+2.2% | Added |
| New England Research & Management, Inc. | 55,537 | $3.00M | 1.55% | −300−0.5% | Reduced |
| Parallel Advisors, LLC | 55,487 | $3.00M | 0.13% | −989−1.8% | Reduced |
| Cohen Lawrence B | 55,342 | $2.99M | 1.53% | +815+1.5% | Added |
| Security National Trust Co | 55,313 | $2.99M | 0.66% | +250+0.5% | Added |
| Pitcairn Co | 55,150 | $2.98M | 0.20% | +70+0.1% | Added |
| Weatherly Asset Management L. P. | 54,784 | $2.96M | 0.37% | −1,112−2.0% | Reduced |
| 44 Wealth Management LLC | 54,524 | $2.95M | 1.13% | +8,007+17.2% | Added |
| Investment Advisory Services Inc | 54,437 | $2.95M | 1.82% | +54,437 | New |
| Twin Tree Management, LP | 54,374 | $2.94M | 0.09% | +27,024+98.8% | Added |
| IFP Advisors, Inc | 54,836 | $2.94M | 0.06% | −15,797−22.4% | Reduced |
| Beech Hill Advisors, Inc. | 54,000 | $2.92M | 1.19% | +641+1.2% | Added |
| Toroso Investments, LLC | 53,696 | $2.90M | 0.11% | +16,534+44.5% | Added |
| Anchor Capital Advisors LLC | 53,616 | $2.90M | 0.06% | −1,411−2.6% | Reduced |
| Pavion Blue Capital, LLC | 53,479 | $2.89M | 1.77% | −881−1.6% | Reduced |