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 |
|---|---|---|---|---|---|
| Hedeker Wealth, LLC | 24,859 | $1.30M | 0.40% | −2,403−8.8% | Reduced |
| Financial Advisory Service, Inc. | 24,959 | $1.31M | 0.12% | −276−1.1% | Reduced |
| Barbara Oil Co. | 25,000 | $1.31M | 0.62% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 25,068 | $1.31M | 0.15% | +1,290+5.4% | Added |
| Home Federal Bank of Tennessee | 25,071 | $1.32M | 0.48% | +15+0.1% | Added |
| Donaldson Capital Management, LLC | 25,141 | $1.32M | 0.07% | −551−2.1% | Reduced |
| Blue Fin Capital, Inc. | 25,185 | $1.32M | 0.40% | −461−1.8% | Reduced |
| Roosevelt Investment Group LLC | 25,179 | $1.32M | 0.08% | +2,010+8.7% | Added |
| Atlas Brown,Inc. | 25,494 | $1.34M | 0.58% | −13−0.1% | Reduced |
| Motley Fool Wealth Management, LLC | 25,501 | $1.34M | 0.06% | +1,246+5.1% | Added |
| Benin Management CORP | 25,497 | $1.34M | 0.43% | +1,500+6.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 25,531 | $1.34M | 0.50% | +600+2.4% | Added |
| Veracity Capital LLC | 25,564 | $1.34M | 0.58% | +120.0% | Added |
| McDonald Partners LLC | 25,597 | $1.34M | 0.32% | −1,434−5.3% | Reduced |
| Krilogy Financial LLC | 25,593 | $1.34M | 0.13% | +265+1.0% | Added |
| Harrell Investment Partners, LLC | 25,608 | $1.34M | 0.43% | −493−1.9% | Reduced |
| Farr Miller & Washington LLC | 25,688 | $1.35M | 0.09% | −1,075−4.0% | Reduced |
| Abbrea Capital, LLC | 25,495 | $1.35M | 0.20% | −30−0.1% | Reduced |
| Change Path, LLC | 25,735 | $1.35M | 0.08% | +2,418+10.4% | Added |
| Vident Investment Advisory, LLC | 25,742 | $1.35M | 0.04% | +547+2.2% | Added |
| Waddell & Associates, LLC | 25,746 | $1.35M | 0.23% | +7,117+38.2% | Added |
| Ritholtz Wealth Management | 25,769 | $1.35M | 0.09% | +2,138+9.0% | Added |
| Flputnam Investment Management Co | 25,784 | $1.35M | 0.05% | −690−2.6% | Reduced |
| Thoroughbred Financial Services, LLC | 25,821 | $1.35M | 0.33% | −4,065−13.6% | Reduced |
| Rehmann Capital Advisory Group | 25,861 | $1.36M | 0.13% | +90+0.3% | Added |
| Budros, Ruhlin & Roe, Inc. | 25,925 | $1.36M | 0.15% | −1,247−4.6% | Reduced |
| Dodge & Cox | 25,940 | $1.36M | 0.00% | −200−0.8% | Reduced |
| Eclectic Associates Inc | 25,986 | $1.36M | 0.99% | +1,109+4.5% | Added |
| Citizens & Northern Corp | 26,000 | $1.36M | 0.52% | −1,081−4.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 26,089 | $1.37M | 0.45% | +120.0% | Added |
| Pegasus Partners Ltd. | 26,133 | $1.37M | 0.25% | −4,699−15.2% | Reduced |
| Winch Advisory Services, LLC | 26,228 | $1.38M | 0.48% | +499+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 25,273 | $1.38M | 0.02% | +25,273 | New |
| Mountain Capital Investment Advisors, Inc | 25,571 | $1.38M | 0.73% | +1,392+5.8% | Added |
| Mission Wealth Management, LP | 26,391 | $1.39M | 0.07% | −999−3.6% | Reduced |
| Bessemer Securities LLC | 26,400 | $1.39M | 0.47% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 26,415 | $1.39M | 0.96% | −399−1.5% | Reduced |
| Diligent Investors, LLC | 25,630 | $1.39M | 0.47% | 00.0% | Unchanged |
| Webster Bank, N. A. | 26,464 | $1.39M | 0.16% | −186−0.7% | Reduced |
| Kovack Advisors, Inc. | 26,483 | $1.39M | 0.15% | +1,377+5.5% | Added |
| Stevens Capital Management LP | 26,534 | $1.39M | 0.58% | −26,483−50.0% | Reduced |
| JGP Wealth Management, LLC | 26,526 | $1.39M | 0.30% | +136+0.5% | Added |
| Oak Harvest Investment Services | 26,556 | $1.39M | 0.41% | +1,774+7.2% | Added |
| Terry L. Blaker | 26,593 | $1.40M | 0.09% | +2,090+8.5% | Added |
| Independent Solutions Wealth Management, LLC | 26,596 | $1.40M | 0.35% | +2,103+8.6% | Added |
| Laurel Wealth Advisors, Inc. | 26,669 | $1.40M | 0.26% | −553−2.0% | Reduced |
| Marshall Financial Group LLC | 26,662 | $1.40M | 0.72% | +1,149+4.5% | Added |
| Brighton Jones LLC | 26,710 | $1.40M | 0.07% | −2,037−7.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 26,758 | $1.40M | 0.52% | −304−1.1% | Reduced |
| Wilkins Investment Counsel Inc | 26,750 | $1.40M | 0.34% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 26,780 | $1.41M | 0.20% | +1,054+4.1% | Added |
| BKD Wealth Advisors, LLC | 26,951 | $1.41M | 0.06% | −366−1.3% | Reduced |
| Grove Bank & Trust | 26,998 | $1.42M | 0.30% | +327+1.2% | Added |
| Pictet & Cie (Europe) SA | 27,050 | $1.42M | 0.05% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 26,876 | $1.42M | 0.99% | −711−2.6% | Reduced |
| M&R Capital Management Inc | 27,154 | $1.42M | 0.32% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 27,258 | $1.43M | 0.52% | 00.0% | Unchanged |
| Courier Capital LLC | 27,307 | $1.43M | 0.14% | +1,534+6.0% | Added |
| Front Row Advisors LLC | 27,160 | $1.44M | 0.61% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 27,373 | $1.44M | 0.77% | +18,803+219.4% | Added |
| BTR Capital Management Inc | 27,460 | $1.44M | 0.18% | −164−0.6% | Reduced |
| First Foundation Advisors | 27,553 | $1.45M | 0.05% | −266−1.0% | Reduced |
| Stillwater Investment Management, LLC | 27,590 | $1.45M | 0.39% | −2,885−9.5% | Reduced |
| Compton Capital Management Inc | 27,627 | $1.45M | 0.43% | +300+1.1% | Added |
| Smithfield Trust Co | 27,713 | $1.45M | 0.10% | −100−0.4% | Reduced |
| Edgewood Management LLC | 27,680 | $1.45M | 0.00% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 27,729 | $1.46M | 0.10% | −2,000−6.7% | Reduced |
| Focus Financial Network, Inc. | 27,650 | $1.46M | 0.20% | +1,826+7.1% | Added |
| AIMZ Investment Advisors, LLC | 27,888 | $1.46M | 0.66% | +50.0% | Added |
| Cobblestone Capital Advisors LLC | 27,911 | $1.46M | 0.10% | −141−0.5% | Reduced |
| Hudson Value Partners, LLC | 27,957 | $1.47M | 0.81% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 27,997 | $1.47M | 0.08% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 28,014 | $1.47M | 0.43% | −698−2.4% | Reduced |
| Meristem Family Wealth, LLC | 28,253 | $1.48M | 0.14% | +7,630+37.0% | Added |
| Meridian Management Co | 28,336 | $1.49M | 0.46% | 00.0% | Unchanged |
| Fort, L.P. | 28,434 | $1.49M | 0.50% | −2,936−9.4% | Reduced |
| Aull & Monroe Investment Management Corp | 28,508 | $1.50M | 0.74% | 00.0% | Unchanged |
| Intrust Bank NA | 28,539 | $1.50M | 0.20% | +473+1.7% | Added |
| North Star Asset Management Inc | 28,541 | $1.50M | 0.08% | +3,455+13.8% | Added |
| WBH Advisory Inc | 28,564 | $1.50M | 0.20% | −2,525−8.1% | Reduced |
| Access Financial Services, Inc. | 28,632 | $1.50M | 0.68% | −9,858−25.6% | Reduced |
| Tectonic Advisors LLC | 28,667 | $1.50M | 0.30% | +2,444+9.3% | Added |
| ICW Investment Advisors LLC | 28,749 | $1.51M | 0.97% | +266+0.9% | Added |
| Resource Management, LLC | 28,752 | $1.51M | 0.17% | +815+2.9% | Added |
| Versor Investments LP | 28,814 | $1.51M | 0.05% | +12,881+80.8% | Added |
| Perpetual Investment Management Ltd | 28,838 | $1.51M | 0.19% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 28,926 | $1.52M | 0.07% | +3,217+12.5% | Added |
| Am Investment Strategies LLC | 29,014 | $1.52M | 0.40% | −236−0.8% | Reduced |
| LVM Capital Management Ltd | 29,057 | $1.52M | 0.23% | −31−0.1% | Reduced |
| Adirondack Trust Co | 27,131 | $1.53M | 0.73% | −178−0.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 29,343 | $1.54M | 0.84% | +3,750+14.7% | Added |
| Samlyn Capital, LLC | 29,348 | $1.54M | 0.02% | +14,904+103.2% | Added |
| Hudock, Inc. | 29,394 | $1.54M | 0.46% | +243+0.8% | Added |
| Mairs & Power Inc | 29,579 | $1.55M | 0.02% | +2,748+10.2% | Added |
| Chilton Investment Co LLC | 29,645 | $1.55M | 0.04% | +3,147+11.9% | Added |
| Cavalier Investments, LLC | 29,810 | $1.56M | 0.49% | +29,810 | New |
| Davy Global Fund Management Ltd | 29,872 | $1.57M | 0.24% | 00.0% | Unchanged |
| Assetmark, Inc | 29,876 | $1.57M | 0.01% | +1,871+6.7% | Added |
| Mayflower Financial Advisors, LLC | 28,995 | $1.57M | 0.21% | −5,300−15.5% | Reduced |
| Flagship Harbor Advisors, LLC | 29,061 | $1.57M | 0.17% | 00.0% | Unchanged |