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, Q3 2021
Institutional positions in Coca Cola Co as of Sep 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
- 2,488
- +17 vs. Q2 2021
- Shares held
- 2.95B
- +31.6M (+1.1%) vs. Q2 2021
- Total value
- $154.8B
- −$3.13B (−2.0%) vs. Q2 2021
- New holders
- 112
- 1,105 more added
- Sold out
- 95
- 916 more reduced
37 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Intersect Capital LLC | 14,584 | $765.0K | 0.13% | −1,094−7.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,589 | $765.0K | 0.23% | +545+3.9% | Added |
| Mizuho Securities USA LLC | 14,623 | $767.0K | 0.08% | +1,436+10.9% | Added |
| SkyView Investment Advisors, LLC | 14,628 | $767.0K | 0.22% | +6,536+80.8% | Added |
| Verity Asset Management, Inc. | 14,651 | $769.0K | 0.50% | −906−5.8% | Reduced |
| Hoertkorn Richard Charles | 14,700 | $771.0K | 0.35% | −1,500−9.3% | Reduced |
| Hemenway Trust Co LLC | 14,686 | $771.0K | 0.08% | −404−2.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,739 | $773.0K | 0.08% | −254−1.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,767 | $775.0K | 0.32% | −167−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,778 | $775.0K | 0.20% | +2,418+19.6% | Added |
| CRA Financial Services, LLC | 14,783 | $776.0K | 0.26% | +501+3.5% | Added |
| Selective Wealth Management, Inc. | 14,800 | $777.0K | 0.41% | −180−1.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,826 | $778.0K | 0.14% | +1,279+9.4% | Added |
| Estabrook Capital Management | 14,862 | $779.8K | 0.12% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 14,882 | $780.0K | 0.20% | −157−1.0% | Reduced |
| First Hawaiian Bank | 14,892 | $782.0K | 0.03% | −906−5.7% | Reduced |
| American Financial Advisors, LLC | 14,951 | $784.0K | 0.10% | +21+0.1% | Added |
| Marks Group Wealth Management, Inc | 15,023 | $786.0K | 0.11% | +991+7.1% | Added |
| Morse Asset Management, Inc | 15,000 | $787.0K | 0.19% | 00.0% | Unchanged |
| BBR Partners, LLC | 15,065 | $790.0K | 0.07% | −20,344−57.5% | Reduced |
| Aries Wealth Management | 15,104 | $793.0K | 0.34% | +500+3.4% | Added |
| Sage Mountain Advisors LLC | 15,134 | $794.0K | 0.12% | +2,148+16.5% | Added |
| Atlas Private Wealth Advisors | 15,168 | $796.0K | 0.42% | +1,392+10.1% | Added |
| Fulton Breakefield Broenniman LLC | 15,237 | $799.0K | 0.07% | −125−0.8% | Reduced |
| Burleson & Company, LLC | 15,275 | $801.0K | 0.12% | +20.0% | Added |
| Legacy Private Trust Co. | 15,287 | $802.0K | 0.06% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 15,300 | $802.0K | 0.35% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 15,276 | $802.0K | 0.06% | +2,053+15.5% | Added |
| Elevated Capital Advisors, LLC | 15,284 | $802.0K | 0.28% | +15,284 | New |
| Cornerstone National Bank & Trust Co | 15,317 | $803.7K | 0.35% | +464+3.1% | Added |
| Kovitz Investment Group Partners, LLC | 15,316 | $804.0K | 0.02% | −1,213−7.3% | Reduced |
| First Financial Bank - Trust Division | 15,344 | $805.0K | 0.09% | −5,226−25.4% | Reduced |
| ACT Advisors, LLC. | 15,337 | $805.0K | 0.62% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 15,356 | $806.0K | 0.25% | −557−3.5% | Reduced |
| Wintrust Investments LLC | 15,372 | $807.0K | 0.11% | −420−2.7% | Reduced |
| Cairn Investment Group, Inc. | 15,385 | $807.0K | 0.60% | −300−1.9% | Reduced |
| Baldwin Investment Management, LLC | 15,400 | $808.0K | 0.14% | +1,500+10.8% | Added |
| WSFS Capital Management, LLC | 15,486 | $813.0K | 0.37% | +183+1.2% | Added |
| Adirondack Research & Management Inc. | 15,544 | $816.0K | 0.99% | +142+0.9% | Added |
| Mizuho Markets Cayman LP | 15,568 | $817.0K | 0.07% | +4,305+38.2% | Added |
| Alethea Capital Management, LLC | 15,566 | $817.0K | 0.72% | +9,066+139.5% | Added |
| CFO4Life Group, LLC | 15,591 | $818.0K | 0.19% | +1,176+8.2% | Added |
| Pantheon Investment Group, LLC | 15,732 | $820.0K | 0.70% | +487+3.2% | Added |
| Red Cedar Investment Management, LLC | 15,707 | $824.0K | 0.11% | +5,404+52.5% | Added |
| Centiva Capital, LP | 15,746 | $825.0K | 0.07% | +15,746 | New |
| Peak Asset Management, LLC | 15,757 | $827.0K | 0.20% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 15,776 | $828.0K | 0.06% | −8−0.1% | Reduced |
| Cornerstone Management, Inc. | 15,807 | $829.4K | 0.22% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15,860 | $832.0K | 0.06% | +924+6.2% | Added |
| Marathon Capital Management | 15,859 | $833.0K | 0.19% | +901+6.0% | Added |
| Chapman Investment Management, LLC | 15,875 | $833.0K | 0.43% | +2,353+17.4% | Added |
| N.E.W. Advisory Services LLC | 15,936 | $836.0K | 0.14% | −140−0.9% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 15,939 | $836.0K | 0.96% | +200+1.3% | Added |
| Machina Capital S.A.S. | 15,961 | $837.0K | 1.81% | +61+0.4% | Added |
| Stonnington Group, LLC | 15,490 | $838.0K | 0.19% | +860+5.9% | Added |
| Fairfield, Bush & Co. | 16,000 | $840.0K | 0.27% | −1,243−7.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,018 | $840.0K | 0.61% | −728−4.3% | Reduced |
| Verition Fund Management LLC | 16,055 | $842.0K | 0.01% | +54+0.3% | Added |
| Lathrop Investment Management Corp | 16,099 | $845.0K | 0.18% | +10+0.1% | Added |
| EagleClaw Capital Managment, LLC | 16,154 | $846.0K | 0.22% | +200+1.3% | Added |
| First Financial Corp | 16,205 | $850.0K | 0.56% | +7,155+79.1% | Added |
| Pinebridge Investments, L.P. | 16,240 | $852.0K | 0.01% | −91,885−85.0% | Reduced |
| Brown Advisory Securities, LLC | 16,271 | $854.0K | 0.25% | −13,913−46.1% | Reduced |
| Bray Capital Advisors | 16,322 | $856.0K | 0.22% | −492−2.9% | Reduced |
| FinTrust Capital Advisors, LLC | 16,306 | $856.0K | 0.23% | +3,165+24.1% | Added |
| Rosenbaum Jay D. | 16,315 | $857.0K | 1.42% | −345−2.1% | Reduced |
| Family Management Corp | 16,387 | $860.0K | 0.24% | +131+0.8% | Added |
| USA Financial Portformulas Corp | 16,387 | $860.0K | 0.77% | +16,336+32,031.4% | Added |
| Eqis Capital Management, Inc. | 16,408 | $861.0K | 0.07% | +1,177+7.7% | Added |
| Altfest L J & Co Inc | 16,441 | $863.0K | 0.18% | −15−0.1% | Reduced |
| Keebeck Wealth Management, LLC | 16,360 | $865.0K | 0.17% | 00.0% | Unchanged |
| Avestar Capital, LLC | 16,420 | $869.0K | 0.17% | +153+0.9% | Added |
| Enterprise Financial Services Corp | 16,603 | $871.0K | 0.11% | +4,763+40.2% | Added |
| Laidlaw Wealth Management LLC | 16,605 | $871.0K | 0.22% | +16,605 | New |
| Modera Wealth Management, LLC | 16,616 | $872.0K | 0.04% | +525+3.3% | Added |
| Reynders McVeigh Capital Management, LLC | 16,638 | $873.0K | 0.05% | −4,257−20.4% | Reduced |
| Fieldpoint Private Securities, LLC | 16,688 | $876.0K | 0.19% | +382+2.3% | Added |
| Capstone Financial Advisors, Inc. | 16,716 | $877.0K | 0.07% | +10.0% | Added |
| Heartwood Wealth Advisors LLC | 16,785 | $881.0K | 0.14% | +215+1.3% | Added |
| Old Point Trust & Financial Services N A | 16,843 | $884.0K | 0.39% | −800−4.5% | Reduced |
| Investment Partners, Ltd. | 16,885 | $886.0K | 0.40% | −369−2.1% | Reduced |
| Autus Asset Management, LLC | 16,925 | $888.0K | 0.10% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 16,932 | $888.4K | 0.13% | +2,029+13.6% | Added |
| LCNB Corp | 16,952 | $889.0K | 0.45% | −425−2.4% | Reduced |
| Infusive Asset Management Inc. | 17,004 | $892.0K | 0.19% | −869−4.9% | Reduced |
| Adviser Investments LLC | 17,066 | $895.0K | 0.07% | +470+2.8% | Added |
| Agf Investments Inc. | 17,095 | $897.0K | 0.01% | −16,657−49.4% | Reduced |
| Narwhal Capital Management | 17,098 | $897.0K | 0.11% | +17,098 | New |
| Legacy Wealth Asset Management, LLC | 17,150 | $900.0K | 0.41% | +160+0.9% | Added |
| First Dallas Securities Inc. | 17,164 | $901.0K | 0.62% | −800−4.5% | Reduced |
| Sentry Investment Management LLC | 17,185 | $902.0K | 0.26% | −20,466−54.4% | Reduced |
| Sit Investment Associates Inc | 17,202 | $903.0K | 0.02% | −1,000−5.5% | Reduced |
| Klingenstein Fields & Co LP | 17,259 | $906.0K | 0.04% | +657+4.0% | Added |
| Spreng Capital Management, Inc. | 17,113 | $907.0K | 0.58% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 17,288 | $907.0K | 0.78% | +753+4.6% | Added |
| Eagle Bay Advisors LLC | 17,334 | $909.0K | 0.53% | +2,713+18.6% | Added |
| Arvest Bank Trust Division | 17,359 | $911.0K | 0.05% | +1,066+6.5% | Added |
| Beaton Management Co. Inc. | 17,375 | $912.0K | 0.60% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 17,397 | $913.0K | 0.13% | −1,109−6.0% | Reduced |
| Providence First Trust Co | 17,410 | $914.0K | 0.43% | 00.0% | Unchanged |