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 | 3,583 | $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, 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 |
|---|---|---|---|---|---|
| Next Capital Management LLC | 17,450 | $916.0K | 0.67% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 30,585 | $920.0K | 0.61% | +11,338+58.9% | Added |
| Freedom Day Solutions, LLC | 17,587 | $923.0K | 0.43% | −602−3.3% | Reduced |
| Schnieders Capital Management LLC | 17,581 | $923.0K | 0.25% | −165−0.9% | Reduced |
| Wellington Shields & Co., LLC | 17,600 | $923.0K | 0.32% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 17,700 | $929.0K | 0.90% | −321−1.8% | Reduced |
| Blume Capital Management, Inc. | 17,750 | $931.0K | 0.34% | −350−1.9% | Reduced |
| Parsons Capital Management Inc | 17,790 | $933.0K | 0.07% | +1,126+6.8% | Added |
| Cary Street Partner Investment Advisory LLC | 17,800 | $934.0K | 0.31% | −2,333−11.6% | Reduced |
| YHB Investment Advisors, Inc. | 17,868 | $938.0K | 0.08% | −128−0.7% | Reduced |
| Bedel Financial Consulting, Inc. | 17,877 | $938.0K | 0.32% | +25+0.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,914 | $940.0K | 0.04% | +274+1.6% | Added |
| Cahaba Wealth Management, Inc. | 17,915 | $940.0K | 0.14% | +10,346+136.7% | Added |
| Independent Financial Group, LLC | 17,928 | $940.7K | 0.10% | +833+4.9% | Added |
| StoneX Group Inc. | 17,810 | $942.0K | 0.14% | +735+4.3% | Added |
| Regents of the University of California | 18,000 | $944.0K | 0.11% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 17,975 | $944.0K | 0.03% | +261+1.5% | Added |
| Private Capital Advisors, Inc. | 18,010 | $945.0K | 0.16% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 17,860 | $945.0K | 0.44% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 18,091 | $949.0K | 0.02% | −6,179−25.5% | Reduced |
| Segment Wealth Management, LLC | 18,084 | $949.0K | 0.11% | −86−0.5% | Reduced |
| Means Investment Co., Inc. | 18,094 | $949.0K | 0.19% | +46+0.3% | Added |
| St Germain D J Co Inc | 18,143 | $952.0K | 0.06% | −1,770−8.9% | Reduced |
| RMB Capital Management, LLC | 18,190 | $954.0K | 0.03% | +85+0.5% | Added |
| Personal Cfo Solutions, LLC | 18,199 | $955.0K | 0.20% | +1,276+7.5% | Added |
| Wall Street Access Asset Management, LLC | 18,237 | $956.0K | 0.42% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 18,260 | $958.0K | 0.26% | −1,786−8.9% | Reduced |
| JNBA Financial Advisors | 18,278 | $959.0K | 0.13% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 18,272 | $959.0K | 0.56% | +163+0.9% | Added |
| Successful Portfolios LLC | 18,305 | $960.0K | 0.57% | −75−0.4% | Reduced |
| TRUE Private Wealth Advisors | 18,165 | $960.0K | 0.14% | +30.0% | Added |
| Novare Capital Management LLC | 18,319 | $961.0K | 0.11% | −275−1.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 18,333 | $962.0K | 0.21% | −90−0.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 18,362 | $963.0K | 0.42% | −284−1.5% | Reduced |
| Voya Financial Advisors, Inc. | 18,268 | $967.0K | 0.12% | −680−3.6% | Reduced |
| JT Stratford LLC | 18,465 | $969.0K | 0.30% | +450+2.5% | Added |
| WealthTrust Axiom LLC | 18,541 | $972.0K | 0.33% | −200−1.1% | Reduced |
| Renasant Bank | 18,527 | $972.0K | 0.77% | +2,398+14.9% | Added |
| Eagle Ridge Investment Management | 18,560 | $974.0K | 0.11% | +2,784+17.6% | Added |
| Old North State Trust, LLC | 18,578 | $975.0K | 0.87% | +1,252+7.2% | Added |
| Ledyard National Bank | 18,633 | $978.0K | 0.10% | −2,720−12.7% | Reduced |
| Summit Place Financial Advisors, LLC | 18,698 | $981.0K | 0.72% | +5,966+46.9% | Added |
| Summit Financial, LLC | 18,557 | $981.2K | 0.08% | +10,580+132.6% | Added |
| 1st Source Bank | 18,723 | $982.0K | 0.06% | +418+2.3% | Added |
| Security National Bank of Sioux City Iowa | 18,867 | $990.0K | 0.76% | −4,779−20.2% | Reduced |
| Octavia Wealth Advisors, LLC | 18,712 | $991.0K | 0.25% | −1,048−5.3% | Reduced |
| Farmers Trust Co | 18,826 | $998.0K | 0.22% | +758+4.2% | Added |
| CAPROCK Group, Inc. | 18,878 | $999.0K | 0.09% | −1,740−8.4% | Reduced |
| Hotaling Investment Management, LLC | 19,065 | $1.00M | 0.42% | +1,135+6.3% | Added |
| Shulman DeMeo Asset Management LLC | 19,054 | $1.00M | 0.87% | +19,054 | New |
| Ascension Asset Management LLC | 19,100 | $1.00M | 0.65% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 19,123 | $1.00M | 0.16% | −1,293−6.3% | Reduced |
| Telos Capital Management, Inc. | 19,210 | $1.01M | 0.14% | +482+2.6% | Added |
| Grimes & Company, Inc. | 19,215 | $1.01M | 0.04% | +553+3.0% | Added |
| Buffington Mohr McNeal | 19,222 | $1.01M | 0.19% | 00.0% | Unchanged |
| Davidson Trust Co | 19,234 | $1.01M | 0.77% | +139+0.7% | Added |
| Ashford Capital Management Inc | 19,315 | $1.01M | 0.09% | −113−0.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 19,375 | $1.02M | 0.34% | −35−0.2% | Reduced |
| Hall Capital Management Co Inc | 19,410 | $1.02M | 0.65% | −113−0.6% | Reduced |
| Congress Park Capital LLC | 19,425 | $1.02M | 0.52% | −4,520−18.9% | Reduced |
| Garrison Point Advisors, LLC | 19,423 | $1.02M | 0.74% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 19,462 | $1.02M | 0.20% | 00.0% | Unchanged |
| Spinnaker Trust | 19,554 | $1.03M | 0.07% | −210−1.1% | Reduced |
| Delta Asset Management LLC | 19,549 | $1.03M | 0.10% | +60.0% | Added |
| Lake Street Advisors Group, LLC | 19,570 | $1.03M | 0.11% | +2,636+15.6% | Added |
| Biltmore Family Office, LLC | 19,449 | $1.03M | 0.25% | +30.0% | Added |
| Hills Bank & Trust Co | 19,603 | $1.03M | 0.16% | +2,141+12.3% | Added |
| Hendley & Co Inc | 19,641 | $1.03M | 0.36% | +200+1.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,667 | $1.03M | 0.18% | +6,371+47.9% | Added |
| Joel Isaacson & Co., LLC | 19,659 | $1.03M | 0.08% | +47+0.2% | Added |
| TBH Global Asset Management, LLC | 19,727 | $1.03M | 0.24% | +5,410+37.8% | Added |
| Andesa Financial Management Inc. | 19,802 | $1.04M | 0.56% | −10,930−35.6% | Reduced |
| CNB Bank | 19,751 | $1.04M | 0.62% | −572−2.8% | Reduced |
| Windsor Capital Management, LLC | 19,815 | $1.04M | 0.33% | −77−0.4% | Reduced |
| Marcum Wealth, LLC | 19,891 | $1.04M | 0.16% | +1,228+6.6% | Added |
| Donoghue Forlines LLC | 19,936 | $1.05M | 0.20% | +19,936 | New |
| OPSEU Pension Plan Trust Fund | 19,766 | $1.05M | 0.27% | −348−1.7% | Reduced |
| Provident Investment Management, Inc. | 20,000 | $1.05M | 0.10% | 00.0% | Unchanged |
| Centric Wealth Management | 20,065 | $1.05M | 0.39% | +728+3.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 20,116 | $1.05M | 0.48% | +20,116 | New |
| Jones Financial Companies LLLP | 20,137 | $1.06M | 0.00% | +1,110+5.8% | Added |
| HawsGoodwin Investment Management LLC | 20,251 | $1.06M | 0.32% | +275+1.4% | Added |
| InTrack Investment Management Inc | 18,928 | $1.06M | 0.77% | +3,215+20.5% | Added |
| Little House Capital LLC | 20,290 | $1.06M | 0.62% | −431−2.1% | Reduced |
| Essex Savings Bank | 18,989 | $1.07M | 0.39% | −1,412−6.9% | Reduced |
| Great Lakes Advisors, LLC | 20,383 | $1.07M | 0.02% | −1,098−5.1% | Reduced |
| EPG Wealth Management LLC | 20,383 | $1.07M | 0.43% | +2,606+14.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,491 | $1.07M | 0.24% | +311+1.5% | Added |
| First Bank & Trust | 20,532 | $1.08M | 0.49% | +886+4.5% | Added |
| Financial Architects, Inc | 20,549 | $1.08M | 0.16% | −625−3.0% | Reduced |
| Lakeview Capital Partners, LLC | 20,538 | $1.08M | 0.50% | −33−0.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 20,537 | $1.08M | 0.20% | +20,537 | New |
| Appleton Partners Inc | 20,556 | $1.08M | 0.09% | −1,260−5.8% | Reduced |
| Avidian Wealth Solutions, LLC | 20,567 | $1.08M | 0.08% | +590+3.0% | Added |
| Sciencast Management LP | 20,091 | $1.08M | 0.31% | −63,597−76.0% | Reduced |
| Kore Private Wealth LLC | 20,735 | $1.09M | 0.11% | −84−0.4% | Reduced |
| Ferris Capital, LLC | 19,179 | $1.09M | 0.23% | +19,179 | New |
| Dixon Hubard Feinour & Brown Inc | 20,759 | $1.09M | 0.23% | −3,068−12.9% | Reduced |
| Founders Capital Management | 20,857 | $1.09M | 0.75% | −8,555−29.1% | Reduced |
| XML Financial, LLC | 20,843 | $1.09M | 0.15% | +10,037+92.9% | Added |