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 |
|---|---|---|---|---|---|
| Financial Advocates Investment Management | 30,068 | $1.58M | 0.11% | +2,546+9.3% | Added |
| ARGI Investment Services, LLC | 30,135 | $1.58M | 0.05% | +5,005+19.9% | Added |
| Certified Advisory Corp | 30,182 | $1.58M | 0.38% | +178+0.6% | Added |
| Highlander Capital Management, LLC | 30,230 | $1.59M | 0.80% | 00.0% | Unchanged |
| SRB Corp | 30,354 | $1.59M | 0.10% | +30,354 | New |
| Penobscot Investment Management Company, Inc. | 30,357 | $1.59M | 0.24% | −482−1.6% | Reduced |
| Meridian Wealth Management, LLC | 30,404 | $1.59M | 0.20% | +1,884+6.6% | Added |
| CCLA Investment Management Ltd | 30,426 | $1.60M | 0.03% | +4,396+16.9% | Added |
| Ontario Teachers Pension Plan Board | 30,462 | $1.60M | 0.01% | +20,668+211.0% | Added |
| Northeast Financial Consultants Inc | 30,474 | $1.60M | 0.11% | +142+0.5% | Added |
| Meeder Asset Management Inc | 30,522 | $1.60M | 0.08% | +2,752+9.9% | Added |
| Wealth Advisory Solutions, LLC | 30,543 | $1.60M | 0.36% | +2,347+8.3% | Added |
| Founders Financial Securities LLC | 30,564 | $1.60M | 0.32% | +1,433+4.9% | Added |
| Coastal Bridge Advisors, LLC | 30,682 | $1.61M | 0.37% | +52+0.2% | Added |
| Boyd Watterson Asset Management LLC | 30,716 | $1.61M | 0.59% | −1,000−3.2% | Reduced |
| Cozad Asset Management Inc | 30,787 | $1.61M | 0.25% | −250−0.8% | Reduced |
| SWS Partners | 30,778 | $1.61M | 1.00% | +4,101+15.4% | Added |
| Blackhawk Capital Partners LLC. | 30,981 | $1.63M | 1.03% | +3,305+11.9% | Added |
| Roberts Glore & Co Inc | 31,079 | $1.63M | 0.50% | −285−0.9% | Reduced |
| Manchester Capital Management LLC | 31,201 | $1.64M | 0.22% | −220−0.7% | Reduced |
| First Personal Financial Services | 31,238 | $1.64M | 0.41% | −300−1.0% | Reduced |
| InterOcean Capital Group, LLC | 31,254 | $1.64M | 0.08% | −3,401−9.8% | Reduced |
| Boston Financial Mangement LLC | 31,284 | $1.64M | 0.07% | +1,404+4.7% | Added |
| Triangle Securities Wealth Management | 31,290 | $1.64M | 0.56% | +40.0% | Added |
| Chicago Trust Co NA | 31,383 | $1.65M | 0.36% | +288+0.9% | Added |
| Orion Portfolio Solutions, LLC | 31,363 | $1.65M | 0.06% | +1,329+4.4% | Added |
| Arrow Financial Corp | 31,424 | $1.65M | 0.21% | −421−1.3% | Reduced |
| Bluefin Capital Management, LLC | 31,445 | $1.65M | 0.19% | +6,033+23.7% | Added |
| Sawtooth Solutions, LLC | 31,557 | $1.66M | 0.25% | +13,745+77.2% | Added |
| Bonness Enterprises Inc | 31,600 | $1.66M | 0.85% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 31,607 | $1.66M | 1.06% | +75+0.2% | Added |
| Cohen Investment Advisors LLC | 31,686 | $1.66M | 1.28% | −354−1.1% | Reduced |
| Sepio Capital, LP | 31,747 | $1.67M | 0.14% | −41,881−56.9% | Reduced |
| Quadrant Capital Group LLC | 31,814 | $1.67M | 0.23% | +3,223+11.3% | Added |
| Boltwood Capital Management | 31,825 | $1.67M | 0.67% | −480−1.5% | Reduced |
| LBMC Investment Advisors, LLC | 31,791 | $1.67M | 0.16% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 31,813 | $1.67M | 0.13% | +9,855+44.9% | Added |
| South Street Advisors LLC | 31,880 | $1.67M | 0.32% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 31,906 | $1.67M | 0.26% | +1,328+4.3% | Added |
| Clare Market Investments LLC | 31,922 | $1.67M | 0.50% | +9,040+39.5% | Added |
| Holderness Investments Co | 31,952 | $1.68M | 0.55% | +116+0.4% | Added |
| Ferguson Wellman Capital Management, Inc | 31,959 | $1.68M | 0.05% | +207+0.7% | Added |
| Smith Shellnut Wilson LLC | 32,004 | $1.68M | 0.97% | +313+1.0% | Added |
| Sandhill Capital Partners LLC | 32,139 | $1.69M | 0.14% | +2,525+8.5% | Added |
| Exeter Financial, LLC | 32,172 | $1.69M | 1.01% | +512+1.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 32,198 | $1.69M | 0.61% | +743+2.4% | Added |
| Woodmont Investment Counsel LLC | 32,212 | $1.69M | 0.25% | −40.0% | Reduced |
| CenterStar Asset Management, LLC | – | $1.69M | 1.32% | – | – |
| Mainstay Capital Management LLC | 32,360 | $1.70M | 0.97% | +15,533+92.3% | Added |
| Smith, Moore & Co. | 32,555 | $1.71M | 0.26% | +25+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 32,589 | $1.71M | 0.18% | +2,655+8.9% | Added |
| Pinnacle Bancorp, Inc. | 32,625 | $1.71M | 0.68% | +15,862+94.6% | Added |
| Consolidated Planning Corp | 32,884 | $1.73M | 1.12% | −378−1.1% | Reduced |
| Rothschild Investment Corp | 32,908 | $1.73M | 0.14% | −13,215−28.7% | Reduced |
| Clarius Group, LLC | 32,894 | $1.73M | 0.15% | +1,602+5.1% | Added |
| Shoker Investment Counsel, Inc. | 33,134 | $1.74M | 0.87% | +610+1.9% | Added |
| Belpointe Asset Management LLC | 33,189 | $1.74M | 0.12% | +4,156+14.3% | Added |
| D.B. Root & Company, LLC | 33,294 | $1.75M | 0.68% | −3,368−9.2% | Reduced |
| Berkeley Capital Partners, LLC | 33,280 | $1.75M | 0.80% | −122−0.4% | Reduced |
| Hodges Capital Management Inc. | 33,297 | $1.75M | 0.13% | −159−0.5% | Reduced |
| Fruth Investment Management | 33,302 | $1.75M | 0.54% | −150−0.4% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 33,512 | $1.76M | 0.95% | +33,512 | New |
| Pearl River Capital, LLC | 33,531 | $1.76M | 0.48% | −394−1.2% | Reduced |
| Summit X, LLC | 33,364 | $1.76M | 0.44% | +878+2.7% | Added |
| Peoples Financial Services Corp. | 33,681 | $1.77M | 0.75% | −815−2.4% | Reduced |
| Symmetry Partners, LLC | 33,348 | $1.77M | 0.12% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 33,763 | $1.77M | 0.56% | +441+1.3% | Added |
| Inscription Capital, LLC | 33,648 | $1.78M | 0.56% | −47,533−58.6% | Reduced |
| Balentine LLC | 34,040 | $1.79M | 0.07% | −3,702−9.8% | Reduced |
| Paradigm Financial Partners, LLC | 33,183 | $1.79M | 0.42% | −1,196−3.5% | Reduced |
| Bridges Investment Management Inc | 34,105 | $1.79M | 0.06% | −1,870−5.2% | Reduced |
| Janney Capital Management LLC | 34,134 | $1.79M | 0.12% | +63+0.2% | Added |
| Curbstone Financial Management Corp | 34,232 | $1.80M | 0.34% | +1,716+5.3% | Added |
| First Business Financial Services, Inc. | 34,310 | $1.80M | 0.21% | +8,950+35.3% | Added |
| Independence Bank of Kentucky | 34,365 | $1.80M | 0.78% | −1,459−4.1% | Reduced |
| Northstar Group, Inc. | 34,368 | $1.80M | 0.47% | +57+0.2% | Added |
| Capstone Triton Financial Group, LLC | 33,377 | $1.81M | 1.09% | +30.0% | Added |
| Thompson Investment Management, Inc. | 34,538 | $1.81M | 0.27% | 00.0% | Unchanged |
| First National Trust Co | 34,524 | $1.81M | 0.11% | +154+0.4% | Added |
| Quattro Financial Advisors LLC | 33,206 | $1.81M | 0.48% | +964+3.0% | Added |
| Bowen Hanes & Co Inc | 34,600 | $1.81M | 0.06% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 34,675 | $1.82M | 0.46% | +2,067+6.3% | Added |
| Zions Bancorporation, N.A. | 34,724 | $1.82M | 0.19% | +2,289+7.1% | Added |
| Erste Asset Management GmbH | 34,658 | $1.82M | 0.04% | −1,850−5.1% | Reduced |
| Okabena Investment Services Inc | 34,862 | $1.83M | 0.96% | −510−1.4% | Reduced |
| Virtu Financial LLC | 34,965 | $1.83M | 0.16% | −15,342−30.5% | Reduced |
| American National Registered Investment Advisor, Inc. | 35,122 | $1.84M | 0.67% | −117−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 35,155 | $1.84M | 0.16% | −963−2.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 35,263 | $1.85M | 0.15% | +1,119+3.3% | Added |
| Stokes Family Office, LLC | 35,282 | $1.85M | 0.26% | +1,359+4.0% | Added |
| GYL Financial Synergies, LLC | 35,288 | $1.85M | 0.95% | +1,257+3.7% | Added |
| Providence Capital Advisors, LLC | 35,365 | $1.86M | 0.58% | +1,102+3.2% | Added |
| Burney Co | 35,395 | $1.86M | 0.09% | −781−2.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 35,395 | $1.86M | 0.10% | −132−0.4% | Reduced |
| Allworth Financial LP | 35,519 | $1.86M | 0.03% | +22,065+164.0% | Added |
| SeaCrest Wealth Management, LLC | 35,869 | $1.88M | 0.23% | −2,165−5.7% | Reduced |
| Capital Investment Advisory Services, LLC | 36,027 | $1.89M | 0.24% | −5,960−14.2% | Reduced |
| Magnolia Capital Advisors LLC | 36,097 | $1.89M | 0.66% | +30,109+502.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 38,169 | $1.90M | 0.12% | −3,217−7.8% | Reduced |
| NorthCoast Asset Management LLC | 36,227 | $1.90M | 0.07% | +59+0.2% | Added |