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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 44,445 | $2.33M | 0.22% | −2,228−4.8% | Reduced |
| Qtron Investments LLC | 44,452 | $2.33M | 0.63% | +20,172+83.1% | Added |
| Asset Dedication, LLC | 44,574 | $2.34M | 0.31% | −88−0.2% | Reduced |
| WMS Partners, LLC | 44,647 | $2.34M | 0.34% | −2,576−5.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 44,659 | $2.34M | 0.74% | +1,414+3.3% | Added |
| Occudo Quantitative Strategies LP | 44,859 | $2.35M | 0.28% | +35,927+402.2% | Added |
| Shelton Capital Management | 45,034 | $2.36M | 0.09% | +8,016+21.7% | Added |
| AlphaStar Capital Management, LLC | 43,511 | $2.37M | 0.16% | +38,956+855.2% | Added |
| Aprio Wealth Management, LLC | 45,101 | $2.37M | 1.08% | −3,599−7.4% | Reduced |
| ACG Wealth | 45,158 | $2.37M | 0.31% | +559+1.3% | Added |
| Gamble Jones Investment Counsel | 45,186 | $2.37M | 0.16% | −1,190−2.6% | Reduced |
| Mutual Advisors, LLC | 45,307 | $2.38M | 0.14% | +7,513+19.9% | Added |
| Prospera Financial Services Inc | 45,591 | $2.39M | 0.12% | −1,829−3.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 45,805 | $2.40M | 0.82% | −681−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 46,122 | $2.42M | 0.11% | −2,871−5.9% | Reduced |
| Trust Co of Virginia | 46,119 | $2.42M | 0.27% | −191−0.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 43,195 | $2.43M | 0.98% | +95+0.2% | Added |
| Xcel Wealth Management, LLC | 46,398 | $2.44M | 0.71% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 46,544 | $2.44M | 0.33% | −10,797−18.8% | Reduced |
| Boston Family Office LLC | 46,565 | $2.44M | 0.18% | −15,250−24.7% | Reduced |
| Howland Capital Management LLC | 46,561 | $2.44M | 0.13% | −4,552−8.9% | Reduced |
| Kinloch Capital, LLC | 46,581 | $2.44M | 1.73% | +3,376+7.8% | Added |
| Northeast Investment Management | 46,715 | $2.45M | 0.13% | +2,821+6.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 46,877 | $2.46M | 1.42% | −2,013−4.1% | Reduced |
| Harbour Investment Management LLC | 46,921 | $2.46M | 1.25% | −1,010−2.1% | Reduced |
| Bogart Wealth, LLC | 47,011 | $2.47M | 0.25% | +7,086+17.7% | Added |
| Palisade Asset Management, LLC | 47,409 | $2.49M | 0.30% | −77−0.2% | Reduced |
| Grandfield & Dodd, LLC | 47,523 | $2.49M | 0.17% | +1,113+2.4% | Added |
| Citadel Investment Advisory, Inc. | 47,686 | $2.50M | 1.55% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 47,742 | $2.50M | 1.63% | −590−1.2% | Reduced |
| Fred Alger Management, LLC | 47,892 | $2.51M | 0.01% | 00.0% | Unchanged |
| United Fire Group Inc | 48,000 | $2.52M | 1.26% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 48,222 | $2.53M | 0.92% | +2,501+5.5% | Added |
| Good Life Advisors, LLC | 48,214 | $2.53M | 0.34% | +29,744+161.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 48,272 | $2.53M | 1.27% | −4,700−8.9% | Reduced |
| Savant Capital, LLC | 48,331 | $2.54M | 0.09% | +715+1.5% | Added |
| Hikari Power Ltd | 48,400 | $2.54M | 0.25% | 00.0% | Unchanged |
| MD Financial Management Inc. | 48,482 | $2.54M | 0.06% | +5,690+13.3% | Added |
| Plimoth Trust Co LLC | 48,655 | $2.55M | 0.72% | −3,263−6.3% | Reduced |
| Empirical Finance, LLC | 48,652 | $2.55M | 0.38% | +2,793+6.1% | Added |
| Synergy Financial Management, LLC | 48,660 | $2.55M | 0.59% | +48,660 | New |
| Regent Peak Wealth Advisors LLC | 147,246 | $2.58M | 0.74% | +97,012+193.1% | Added |
| Community Trust & Investment Co | 49,252 | $2.58M | 0.22% | +33,969+222.3% | Added |
| We Are One Seven, LLC | 45,874 | $2.59M | 0.33% | +7,812+20.5% | Added |
| Anchor Capital Advisors LLC | 49,851 | $2.62M | 0.05% | −3,765−7.0% | Reduced |
| Boston Trust Walden Corp | 49,872 | $2.62M | 0.02% | +56+0.1% | Added |
| GFS Advisors, LLC | 49,970 | $2.62M | 0.57% | −630−1.2% | Reduced |
| Doyle Wealth Management | 49,993 | $2.62M | 0.21% | +3,034+6.5% | Added |
| Franklin Street Capital Partners, LLC | 50,000 | $2.62M | 2.30% | +20,000+66.7% | Added |
| BLB&B Advisors, LLC | 50,057 | $2.63M | 0.18% | +1,803+3.7% | Added |
| Cambridge Trust Co | 50,144 | $2.63M | 0.10% | −538−1.1% | Reduced |
| Vestor Capital, LLC | 50,239 | $2.64M | 0.28% | −154−0.3% | Reduced |
| Resource Planning Group | 50,549 | $2.65M | 1.67% | −1,243−2.4% | Reduced |
| Trust Co of Vermont | 50,589 | $2.65M | 0.19% | −756−1.5% | Reduced |
| Violich Capital Management, Inc. | 50,603 | $2.65M | 0.43% | +2,575+5.4% | Added |
| Centaurus Financial, Inc. | 50,773 | $2.66M | 0.22% | −5,033−9.0% | Reduced |
| Trustco Bank Corp N Y | 50,774 | $2.66M | 2.48% | −354−0.7% | Reduced |
| Aureus Asset Management, LLC | 50,981 | $2.67M | 0.18% | +4,305+9.2% | Added |
| Kingsview Wealth Management, LLC | 51,130 | $2.68M | 0.13% | +1,526+3.1% | Added |
| Pitcairn Co | 51,277 | $2.69M | 0.19% | −3,873−7.0% | Reduced |
| Cohen Lawrence B | 51,579 | $2.71M | 1.43% | −3,763−6.8% | Reduced |
| Keating Investment Counselors Inc | 51,621 | $2.71M | 1.27% | −365−0.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 51,625 | $2.71M | 0.24% | +1,503+3.0% | Added |
| Heritage Way Advisors, LLC | 51,697 | $2.71M | 1.13% | −151−0.3% | Reduced |
| Connolly Sarah T. | 51,839 | $2.72M | 2.24% | −675−1.3% | Reduced |
| Buckhead Capital Management LLC | 51,902 | $2.72M | 0.61% | +223+0.4% | Added |
| Pittenger & Anderson Inc | 51,963 | $2.73M | 0.14% | +2,617+5.3% | Added |
| Soltis Investment Advisors LLC | 52,100 | $2.73M | 0.42% | +3,021+6.2% | Added |
| PFG Advisors | 52,134 | $2.73M | 0.31% | −493−0.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 52,216 | $2.74M | 1.77% | +429+0.8% | Added |
| Picton Mahoney Asset Management | 52,293 | $2.74M | 0.11% | +80+0.2% | Added |
| Chickasaw Capital Management LLC | 52,447 | $2.75M | 0.14% | −275−0.5% | Reduced |
| Moloney Securities Asset Management, LLC | 52,526 | $2.76M | 0.50% | +3,668+7.5% | Added |
| Truehand, Inc | 52,761 | $2.77M | 1.64% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 52,825 | $2.77M | 0.72% | −90−0.2% | Reduced |
| Community Financial Services Group, LLC | 53,421 | $2.80M | 0.76% | +919+1.8% | Added |
| CX Institutional | 53,444 | $2.80M | 0.23% | +28,396+113.4% | Added |
| Reilly Financial Advisors, LLC | 53,615 | $2.81M | 0.24% | +5,600+11.7% | Added |
| Pavion Blue Capital, LLC | 53,830 | $2.82M | 1.75% | +351+0.7% | Added |
| KCM Investment Advisors LLC | 53,822 | $2.82M | 0.11% | +2,374+4.6% | Added |
| Beech Hill Advisors, Inc. | 53,915 | $2.83M | 1.17% | −85−0.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 54,020 | $2.83M | 0.93% | +2,385+4.6% | Added |
| Veriti Management LLC | 54,168 | $2.84M | 0.40% | +4,341+8.7% | Added |
| Callahan Advisors, LLC | 54,201 | $2.84M | 0.36% | +7,209+15.3% | Added |
| Weatherly Asset Management L. P. | 54,230 | $2.85M | 0.35% | −554−1.0% | Reduced |
| Sigma Investment Counselors Inc | 54,448 | $2.86M | 0.21% | +1,637+3.1% | Added |
| Ropes Wealth Advisors LLC | 54,541 | $2.86M | 0.46% | +2,502+4.8% | Added |
| American Research & Management Co. | 54,618 | $2.87M | 0.66% | −2,611−4.6% | Reduced |
| Investment Advisory Services Inc | 54,679 | $2.87M | 1.76% | +242+0.4% | Added |
| PDS Planning, Inc | 55,159 | $2.89M | 0.67% | −567−1.0% | Reduced |
| New England Research & Management, Inc. | 55,487 | $2.91M | 1.52% | −50−0.1% | Reduced |
| Summit Financial Group Inc | 55,563 | $2.92M | 1.05% | +2,678+5.1% | Added |
| Waldron Private Wealth LLC | 55,123 | $2.92M | 0.17% | +8,363+17.9% | Added |
| BBVA USA | 56,185 | $2.95M | 0.17% | −3,764−6.3% | Reduced |
| Great Valley Advisor Group, Inc. | 56,366 | $2.96M | 0.20% | +2,577+4.8% | Added |
| Parallel Advisors, LLC | 56,424 | $2.96M | 0.12% | +937+1.7% | Added |
| Connable Office Inc | 56,627 | $2.97M | 0.43% | −563−1.0% | Reduced |
| American Portfolios Advisors | 56,904 | $2.99M | 0.11% | +4,282+8.1% | Added |
| Choate Investment Advisors | 56,904 | $2.99M | 0.19% | +75+0.1% | Added |
| Hanson & Doremus Investment Management | 56,909 | $2.99M | 0.69% | +1,546+2.8% | Added |