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 |
|---|---|---|---|---|---|
| Engine No. 1 LLC | 20,933 | $1.10M | 0.28% | +8,531+68.8% | Added |
| Syntal Capital Partners, LLC | 20,877 | $1.10M | 0.38% | −1,403−6.3% | Reduced |
| TFG Advisers LLC | 21,059 | $1.10M | 0.54% | −17−0.1% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 21,100 | $1.11M | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 21,095 | $1.11M | 0.16% | +137+0.7% | Added |
| Oxford Financial Group Ltd | 21,201 | $1.11M | 0.14% | +10,003+89.3% | Added |
| Somerville Kurt F | 21,205 | $1.11M | 0.17% | −200−0.9% | Reduced |
| Coco Enterprises, LLC | 21,227 | $1.11M | 0.89% | +1,728+8.9% | Added |
| Bank of New Hampshire | 20,750 | $1.12M | 0.30% | 00.0% | Unchanged |
| G&S Capital LLC | 21,466 | $1.13M | 0.62% | −1,399−6.1% | Reduced |
| Heritage Wealth Advisors | 21,484 | $1.13M | 0.07% | −459−2.1% | Reduced |
| Summit Asset Management, LLC | 21,490 | $1.13M | 0.35% | +337+1.6% | Added |
| Peddock Capital Advisors, LLC | 21,541 | $1.13M | 0.40% | −291−1.3% | Reduced |
| Resources Management Corp | 21,631 | $1.14M | 0.16% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 21,666 | $1.14M | 0.29% | +1,737+8.7% | Added |
| Eastern Bank | 21,681 | $1.14M | 0.05% | −5,244−19.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 21,725 | $1.14M | 0.26% | −190−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 21,786 | $1.14M | 0.07% | +3,114+16.7% | Added |
| Financial Sense Advisors, Inc. | 21,782 | $1.14M | 0.38% | +4,485+25.9% | Added |
| Pathstone Family Office, LLC | 21,678 | $1.14M | 0.03% | +4,056+23.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 21,841 | $1.15M | 0.83% | −131−0.6% | Reduced |
| Wealthsource Partners, LLC | 21,895 | $1.15M | 0.10% | +2,332+11.9% | Added |
| Spouting Rock Asset Management, LLC | 21,934 | $1.15M | 0.57% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 21,989 | $1.15M | 0.09% | +21,989 | New |
| Doliver Advisors, LP | 22,011 | $1.16M | 0.39% | −380−1.7% | Reduced |
| Wilkinson Global Asset Management LLC | 22,035 | $1.16M | 0.07% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 21,916 | $1.16M | 0.09% | +4,730+27.5% | Added |
| Brave Asset Management Inc | 22,175 | $1.16M | 0.34% | −895−3.9% | Reduced |
| Gries Financial LLC | 22,225 | $1.17M | 0.37% | +100+0.5% | Added |
| Insight Wealth Strategies, LLC | 22,326 | $1.17M | 0.16% | +1,301+6.2% | Added |
| CFM Wealth Partners LLC | 22,411 | $1.18M | 0.30% | +168+0.8% | Added |
| Martin & Co Inc | 22,395 | $1.18M | 0.28% | +1,785+8.7% | Added |
| WoodTrust Financial Corp | 22,388 | $1.18M | 0.28% | +10,114+82.4% | Added |
| Windsor Group LTD | 22,181 | $1.18M | 0.25% | +113+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 22,422 | $1.18M | 0.39% | −200−0.9% | Reduced |
| Mason Investment Advisory Services, Inc. | 22,440 | $1.18M | 0.12% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 22,452 | $1.18M | 0.83% | +1,592+7.6% | Added |
| VeraBank, N.A. | 22,486 | $1.18M | 0.67% | −150−0.7% | Reduced |
| Credential Qtrade Securities Inc. | 22,551 | $1.18M | 0.09% | +1,496+7.1% | Added |
| Davis R M Inc | 22,637 | $1.19M | 0.03% | −438−1.9% | Reduced |
| Lederer & Associates Investment Counsel | 22,635 | $1.19M | 0.77% | 00.0% | Unchanged |
| West Branch Capital LLC | 22,670 | $1.19M | 0.57% | +243+1.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 22,710 | $1.19M | 0.01% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 22,725 | $1.19M | 0.63% | +3,054+15.5% | Added |
| RMR Wealth Builders | 22,581 | $1.19M | 0.35% | −14−0.1% | Reduced |
| International Assets Investment Management, LLC | 22,751 | $1.19M | 0.21% | +2,448+12.1% | Added |
| Coastline Trust Co | 22,775 | $1.20M | 0.15% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 22,815 | $1.20M | 0.57% | −266−1.2% | Reduced |
| Norway Savings Bank | 22,814 | $1.20M | 0.56% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 22,822 | $1.20M | 0.29% | +2,011+9.7% | Added |
| Argent Advisors, Inc. | 22,821 | $1.20M | 0.69% | +2,167+10.5% | Added |
| Taylor Hoffman Wealth Management | 22,589 | $1.20M | 0.51% | +176+0.8% | Added |
| Financial Council Asset Management Inc | 22,824 | $1.20M | 1.69% | +22,824 | New |
| Whitener Capital Management, Inc. | 21,902 | $1.20M | 0.55% | −1,376−5.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 22,921 | $1.20M | 0.54% | +72+0.3% | Added |
| Premier Asset Management LLC | 22,975 | $1.21M | 0.17% | +6,500+39.5% | Added |
| Banco de Sabadell, S.A | 22,945 | $1.21M | 0.81% | −86−0.4% | Reduced |
| V Wealth Advisors LLC | 22,978 | $1.21M | 0.19% | +268+1.2% | Added |
| Beaumont Financial Partners, LLC | 23,141 | $1.21M | 0.09% | −2,144−8.5% | Reduced |
| Warren Averett Asset Management, LLC | 21,417 | $1.22M | 0.10% | +740+3.6% | Added |
| Karpas Strategies, LLC | 21,700 | $1.22M | 0.40% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 23,267 | $1.22M | 0.62% | +755+3.4% | Added |
| Sutton Wealth Advisors Inc. | 23,306 | $1.22M | 0.45% | −30−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 23,312 | $1.22M | 0.34% | −225−1.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 23,340 | $1.23M | 0.09% | −59−0.3% | Reduced |
| 17 Capital Partners, LLC | 23,343 | $1.23M | 1.16% | +86+0.4% | Added |
| AIA Group Ltd | 23,383 | $1.23M | 0.07% | −3,919−14.4% | Reduced |
| Longfellow Investment Management Co LLC | 23,441 | $1.23M | 0.20% | 00.0% | Unchanged |
| Security National Bank | 23,434 | $1.23M | 0.31% | +1,250+5.6% | Added |
| Investment House LLC | 23,460 | $1.23M | 0.09% | −625−2.6% | Reduced |
| Center for Financial Planning, Inc. | 23,478 | $1.23M | 0.30% | −140−0.6% | Reduced |
| Mastrapasqua Asset Management Inc | 23,502 | $1.23M | 0.13% | −3,070−11.6% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 23,500 | $1.23M | 0.40% | −2,000−7.8% | Reduced |
| Quinn Opportunity Partners LLC | 23,500 | $1.23M | 0.08% | +2,000+9.3% | Added |
| Apollon Wealth Management, LLC | 23,567 | $1.24M | 0.17% | +15,237+182.9% | Added |
| Koss-Olinger Consulting, LLC | 23,605 | $1.24M | 0.20% | −5,672−19.4% | Reduced |
| Ashburton (Jersey) Ltd | 23,653 | $1.24M | 0.55% | +1,359+6.1% | Added |
| Bank Ozk | 23,743 | $1.25M | 0.56% | −665−2.7% | Reduced |
| Westhampton Capital, LLC | 23,770 | $1.25M | 0.85% | −17,150−41.9% | Reduced |
| Mid Atlantic Financial Management Inc | 23,805 | $1.25M | 0.08% | +54+0.2% | Added |
| JFS Wealth Advisors, LLC | 23,805 | $1.25M | 0.13% | +6,438+37.1% | Added |
| Wolff Wiese Magana LLC | 23,812 | $1.25M | 0.88% | +1,029+4.5% | Added |
| CVA Family Office, LLC | 25,352 | $1.25M | 0.90% | −3,302−11.5% | Reduced |
| Smith Anglin Financial, LLC | 23,980 | $1.26M | 0.25% | +1,518+6.8% | Added |
| Integrated Advisors Network LLC | 24,004 | $1.26M | 0.08% | +2,377+11.0% | Added |
| Old Port Advisors | 23,583 | $1.27M | 0.46% | +3,170+15.5% | Added |
| Security National Bank of So Dak | 24,156 | $1.27M | 0.97% | +6,294+35.2% | Added |
| Founders Financial Alliance, LLC | 24,197 | $1.27M | 0.59% | −295−1.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 24,226 | $1.27M | 0.10% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 22,450 | $1.27M | 0.09% | +1,001+4.7% | Added |
| Berman Capital Advisors, LLC | 24,335 | $1.28M | 0.20% | −1,812−6.9% | Reduced |
| Capital Asset Advisory Services LLC | 24,131 | $1.28M | 0.14% | +2,475+11.4% | Added |
| Goepper Burkhardt LLC | 24,341 | $1.28M | 0.81% | 00.0% | Unchanged |
| Claret Asset Management Corp | 24,382 | $1.28M | 0.22% | −30−0.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24,453 | $1.28M | 0.42% | +494+2.1% | Added |
| Navalign, LLC | 24,508 | $1.29M | 0.54% | +395+1.6% | Added |
| Fundamentun, LLC | 24,537 | $1.29M | 0.22% | +6,317+34.7% | Added |
| Boyar Asset Management Inc. | 24,571 | $1.29M | 0.85% | −86−0.3% | Reduced |
| Bridgeworth, LLC | 24,561 | $1.29M | 0.36% | +3,682+17.6% | Added |
| Keystone Financial Group | 24,730 | $1.30M | 0.23% | −25−0.1% | Reduced |