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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 36,271 | $1.90M | 0.09% | −7,930−17.9% | Reduced |
| Hollow Brook Wealth Management LLC | 36,284 | $1.90M | 1.18% | −294−0.8% | Reduced |
| Dohj, LLC | 33,886 | $1.91M | 0.90% | +3,133+10.2% | Added |
| Papp L Roy & Associates | 36,457 | $1.91M | 0.24% | +140.0% | Added |
| Koshinski Asset Management, Inc. | 36,502 | $1.92M | 0.17% | +11,272+44.7% | Added |
| Cacti Asset Management LLC | 36,600 | $1.92M | 0.16% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 36,597 | $1.92M | 0.66% | +3,989+12.2% | Added |
| Barr E S & Co | 36,638 | $1.92M | 0.14% | −958−2.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 36,695 | $1.93M | 1.21% | +2,935+8.7% | Added |
| Capital Analysts, LLC | 36,717 | $1.93M | 0.13% | +311+0.9% | Added |
| Bayesian Capital Management, LP | 36,800 | $1.93M | 0.56% | −27,900−43.1% | Reduced |
| First Midwest Bank Trust Division | 36,825 | $1.93M | 0.28% | −890−2.4% | Reduced |
| Gifford Fong Associates | 37,000 | $1.94M | 0.38% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 37,090 | $1.95M | 1.27% | −600−1.6% | Reduced |
| Arkadios Wealth Advisors | 37,187 | $1.95M | 0.28% | −8,044−17.8% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 37,226 | $1.95M | 1.30% | +1,784+5.0% | Added |
| Jag Capital Management, LLC | 37,398 | $1.96M | 0.15% | −484−1.3% | Reduced |
| Westwood Holdings Group Inc. | 37,495 | $1.97M | 0.02% | −50.0% | Reduced |
| Country Club Trust Company, n.a. | 37,155 | $1.97M | 0.17% | −103−0.3% | Reduced |
| Nicolet Bankshares Inc | 37,521 | $1.97M | 0.51% | +528+1.4% | Added |
| Caption Management, LLC | 37,500 | $1.97M | 0.13% | +37,500 | New |
| TrimTabs Asset Management, LLC | 36,737 | $1.98M | 0.96% | +5,709+18.4% | Added |
| Kavar Capital Partners Group, LLC | 37,739 | $1.98M | 0.45% | −66−0.2% | Reduced |
| Private Capital Group, LLC | 37,508 | $1.98M | 0.45% | +73+0.2% | Added |
| First American Bank | 38,035 | $2.00M | 0.12% | −83−0.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 38,074 | $2.00M | 0.23% | +13,385+54.2% | Added |
| Members Capital Advisors Inc | 38,113 | $2.00M | 1.08% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 38,135 | $2.00M | 0.23% | +807+2.2% | Added |
| Independent Investors Inc | 38,127 | $2.00M | 0.50% | −4,000−9.5% | Reduced |
| CFS Investment Advisory Services, LLC | 38,149 | $2.00M | 0.27% | +38,149 | New |
| Advisors Management Group Inc | 38,445 | $2.02M | 0.63% | −132−0.3% | Reduced |
| Leelyn Smith, LLC | 38,546 | $2.02M | 0.59% | +212+0.6% | Added |
| First Mercantile Trust Co | 38,563 | $2.02M | 0.27% | −1,993−4.9% | Reduced |
| Coastal Investment Advisors, Inc. | 38,569 | $2.02M | 0.48% | +2,264+6.2% | Added |
| DF Dent & Co Inc | 38,630 | $2.03M | 0.02% | −1,100−2.8% | Reduced |
| Checchi Capital Advisers, LLC | 39,019 | $2.05M | 0.25% | −103−0.3% | Reduced |
| Allred Capital Management, LLC | 39,048 | $2.05M | 1.07% | −1,233−3.1% | Reduced |
| Roundview Capital LLC | 39,069 | $2.05M | 0.23% | +1,620+4.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 39,123 | $2.05M | 0.25% | 00.0% | Unchanged |
| Laffer Tengler Investments | 39,158 | $2.05M | 0.59% | +10,732+37.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 39,212 | $2.06M | 1.13% | +2,001+5.4% | Added |
| Foster Dykema Cabot & Co Inc | 39,297 | $2.06M | 0.26% | −356−0.9% | Reduced |
| Gratus Capital LLC | 39,357 | $2.06M | 0.22% | +2,016+5.4% | Added |
| St. Johns Investment Management Company, LLC | 39,369 | $2.07M | 1.14% | −1,385−3.4% | Reduced |
| Bank of Nova Scotia Trust Co | 39,395 | $2.07M | 0.19% | −2,150−5.2% | Reduced |
| TCG Advisory Services, LLC | 39,555 | $2.08M | 0.55% | −814−2.0% | Reduced |
| Walleye Trading LLC | 39,729 | $2.08M | 0.05% | −123−0.3% | Reduced |
| RB Capital Management, LLC | 39,765 | $2.09M | 0.78% | +1,041+2.7% | Added |
| Monte Financial Group, LLC | 39,868 | $2.09M | 1.20% | −19,379−32.7% | Reduced |
| Ancora Advisors, LLC | 39,933 | $2.10M | 0.05% | +3,458+9.5% | Added |
| Shepherd Financial Partners LLC | 40,198 | $2.11M | 0.41% | +505+1.3% | Added |
| Azzad Asset Management Inc | 40,289 | $2.11M | 0.31% | +202+0.5% | Added |
| PKO Investment Management Joint-Stock Co | 40,308 | $2.11M | 0.25% | +6,245+18.3% | Added |
| BSW Wealth Partners | 40,364 | $2.12M | 0.59% | −1,008−2.4% | Reduced |
| B. Riley Wealth Management, Inc. | 40,366 | $2.12M | 0.16% | +15,023+59.3% | Added |
| Vestmark Advisory Solutions, Inc. | 40,449 | $2.12M | 0.14% | −2,735−6.3% | Reduced |
| Teza Capital Management LLC | 40,565 | $2.13M | 1.02% | −75,061−64.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 40,601 | $2.13M | 0.56% | −90.0% | Reduced |
| Snowden Capital Advisors LLC | 40,629 | $2.13M | 0.11% | +797+2.0% | Added |
| Regent Investment Management LLC | 40,648 | $2.13M | 0.51% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 40,704 | $2.14M | 0.21% | −893−2.1% | Reduced |
| Duff & Phelps Investment Management Co | 40,729 | $2.14M | 0.03% | −901−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 40,930 | $2.15M | 0.09% | +4,392+12.0% | Added |
| Meiji Yasuda Life Insurance Co | 41,202 | $2.16M | 0.04% | +9,900+31.6% | Added |
| Kempen Capital Management N.V. | 41,251 | $2.16M | 0.08% | −33,174−44.6% | Reduced |
| Fisher Asset Management, LLC | 41,265 | $2.17M | 0.00% | −867−2.1% | Reduced |
| Field & Main Bank | 41,334 | $2.17M | 1.43% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 41,434 | $2.17M | 0.18% | −4,593−10.0% | Reduced |
| Cornercap Investment Counsel Inc | 41,494 | $2.18M | 0.25% | +36,819+787.6% | Added |
| Beck Mack & Oliver LLC | 41,613 | $2.18M | 0.06% | −1,645−3.8% | Reduced |
| Asset Management Corp | 41,601 | $2.18M | 1.37% | −728−1.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 41,623 | $2.18M | 1.39% | +27,844+202.1% | Added |
| Silver Lake Advisory, LLC | 41,782 | $2.19M | 1.08% | −281−0.7% | Reduced |
| Wright Investors Service Inc | 41,826 | $2.19M | 0.62% | +2,682+6.9% | Added |
| Strategic Advisors LLC | 42,009 | $2.20M | 0.47% | +32,417+338.0% | Added |
| Raab & Moskowitz Asset Management LLC | 42,021 | $2.21M | 0.80% | +484+1.2% | Added |
| Excalibur Management Corp | 42,062 | $2.21M | 0.97% | −235−0.6% | Reduced |
| Telemus Capital, LLC | 42,132 | $2.21M | 0.19% | +1,221+3.0% | Added |
| Investors Asset Management of Georgia Inc | 42,414 | $2.23M | 1.16% | +123+0.3% | Added |
| Verdence Capital Advisors LLC | 42,477 | $2.23M | 0.29% | +1,354+3.3% | Added |
| Bragg Financial Advisors, Inc | 42,553 | $2.23M | 0.14% | +406+1.0% | Added |
| Perennial Investment Advisors, LLC | 42,646 | $2.24M | 0.79% | +239+0.6% | Added |
| Transcend Wealth Collective, LLC | 41,061 | $2.24M | 0.20% | +41,061 | New |
| Philadelphia Trust Co | 42,895 | $2.25M | 0.17% | −55,823−56.5% | Reduced |
| Arden Trust Co | 42,996 | $2.26M | 0.39% | +1,703+4.1% | Added |
| Barings LLC | 43,007 | $2.26M | 0.05% | +16,974+65.2% | Added |
| Boenning & Scattergood, Inc. | 43,203 | $2.27M | 0.40% | −182−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 43,214 | $2.27M | 0.12% | +2,095+5.1% | Added |
| Cypress Capital Management LLC | 42,180 | $2.28M | 0.30% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 43,803 | $2.30M | 0.12% | −6,307−12.6% | Reduced |
| Ellsworth Advisors, LLC | 43,849 | $2.30M | 1.05% | +12,191+38.5% | Added |
| Gillespie Robinson & Grimm Inc | 43,916 | $2.30M | 0.19% | +39,216+834.4% | Added |
| Perigon Wealth Management, LLC | 43,977 | $2.31M | 0.20% | +6,886+18.6% | Added |
| Gladstone Institutional Advisory LLC | 44,176 | $2.32M | 0.23% | +20,163+84.0% | Added |
| Robbins Farley LLC | 44,179 | $2.32M | 1.71% | +44,179 | New |
| First PREMIER Bank | 44,241 | $2.32M | 0.66% | −1,620−3.5% | Reduced |
| Emfo, LLC | 44,255 | $2.32M | 2.05% | 00.0% | Unchanged |
| Bremer Bank National Association | 44,342 | $2.33M | 0.46% | −161−0.4% | Reduced |
| Intrua Financial, LLC | 41,944 | $2.33M | 0.43% | +4,427+11.8% | Added |
| FDx Advisors, Inc. | 44,407 | $2.33M | 0.07% | −7,902−15.1% | Reduced |