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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 57,005 | $2.99M | 0.57% | −5,893−9.4% | Reduced |
| Security National Trust Co | 55,313 | $2.99M | 0.69% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 57,277 | $3.00M | 0.08% | −3,451−5.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 57,360 | $3.01M | 0.40% | +9,962+21.0% | Added |
| Neville Rodie & Shaw Inc | 57,516 | $3.02M | 0.23% | −1,400−2.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 57,525 | $3.02M | 2.26% | 00.0% | Unchanged |
| West Family Investments, Inc. | 57,648 | $3.02M | 0.80% | +1,656+3.0% | Added |
| Ameritas Investment Company, LLC | 57,686 | $3.03M | 0.14% | +39,158+211.3% | Added |
| Bridgecreek Investment Management, LLC | 57,850 | $3.04M | 0.43% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 57,858 | $3.04M | 1.16% | +3,334+6.1% | Added |
| Itau Unibanco Holding S.A. | 57,957 | $3.04M | 0.16% | −27,703−32.3% | Reduced |
| Regal Investment Advisors LLC | 58,103 | $3.05M | 0.30% | +5,399+10.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 58,175 | $3.05M | 0.03% | +7,450+14.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 58,189 | $3.05M | 1.98% | −210−0.4% | Reduced |
| Altium Wealth Management LLC | 58,292 | $3.06M | 0.22% | +921+1.6% | Added |
| Covington Investment Advisors Inc. | 58,446 | $3.07M | 0.66% | +100+0.2% | Added |
| Seeyond | 58,615 | $3.08M | 0.30% | −2,149−3.5% | Reduced |
| Mengis Capital Management, Inc. | 58,702 | $3.08M | 0.65% | +204+0.3% | Added |
| Family Legacy, Inc. | 57,503 | $3.11M | 1.40% | −3,736−6.1% | Reduced |
| Semmax Financial Advisors Inc. | 59,385 | $3.12M | 1.08% | −4,676−7.3% | Reduced |
| DuPont Capital Management Corp | 59,570 | $3.13M | 0.10% | −40,561−40.5% | Reduced |
| Sargent Bickham Lagudis LLC | 59,864 | $3.14M | 0.26% | −303−0.5% | Reduced |
| Pensionfund DSM Netherlands | 60,000 | $3.15M | 0.40% | +60,000 | New |
| North Star Investment Management Corp. | 60,019 | $3.15M | 0.26% | −374−0.6% | Reduced |
| Csenge Advisory Group | 59,424 | $3.15M | 0.27% | +2,016+3.5% | Added |
| Vestcor Inc | 60,370 | $3.17M | 0.11% | −8,314−12.1% | Reduced |
| Frontier Wealth Management LLC | 60,386 | $3.17M | 0.22% | −1,257−2.0% | Reduced |
| Profund Advisors LLC | 60,572 | $3.18M | 0.11% | −1,881−3.0% | Reduced |
| Alps Advisors Inc | 60,623 | $3.18M | 0.03% | +4,181+7.4% | Added |
| Optimal Asset Management, Inc. | 60,712 | $3.19M | 0.40% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 60,795 | $3.19M | 0.05% | +767+1.3% | Added |
| Thomas Story & Son LLC | 60,899 | $3.19M | 1.31% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 61,069 | $3.20M | 0.26% | −2,009−3.2% | Reduced |
| Cannon Financial Strategists, Inc. | 61,120 | $3.21M | 1.24% | +1,032+1.7% | Added |
| Old Dominion Capital Management Inc | 61,205 | $3.21M | 0.69% | −250−0.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 61,232 | $3.21M | 0.31% | −8,816−12.6% | Reduced |
| IFP Advisors, Inc | 61,566 | $3.23M | 0.07% | +6,730+12.3% | Added |
| Hamel Associates, Inc. | 62,033 | $3.25M | 1.27% | −825−1.3% | Reduced |
| Sumitomo Life Insurance Co | 62,323 | $3.27M | 0.09% | −2,634−4.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 62,705 | $3.29M | 0.84% | −140.0% | Reduced |
| United Bank | 62,728 | $3.29M | 0.44% | −42−0.1% | Reduced |
| Cypress Capital Group | 62,778 | $3.29M | 0.45% | −758−1.2% | Reduced |
| RFG Advisory, LLC | 62,820 | $3.30M | 0.27% | +2,280+3.8% | Added |
| NJ State Employees Deferred Compensation Plan | 63,000 | $3.31M | 0.45% | 00.0% | Unchanged |
| Smith, Salley & Associates | 63,131 | $3.31M | 0.26% | +44,579+240.3% | Added |
| NBT Bank N A | 63,253 | $3.32M | 0.46% | −1,720−2.6% | Reduced |
| Day & Ennis, LLC | 63,360 | $3.33M | 1.15% | +47+0.1% | Added |
| David Loasby | 63,391 | $3.33M | 0.42% | −622−1.0% | Reduced |
| FRG Family Wealth Advisors LLC | 63,473 | $3.33M | 0.65% | −3,743−5.6% | Reduced |
| Oakworth Capital, Inc. | 63,595 | $3.34M | 0.32% | +4,270+7.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 63,736 | $3.34M | 0.04% | +63,736 | New |
| Financial & Tax Architects, LLC | 63,770 | $3.35M | 1.52% | +3,957+6.6% | Added |
| Carroll Financial Associates, Inc. | 63,795 | $3.35M | 0.19% | +288+0.5% | Added |
| Lincoln National Corp | 64,069 | $3.36M | 0.07% | +971+1.5% | Added |
| Hilltop Holdings Inc. | 64,125 | $3.37M | 0.37% | +3,241+5.3% | Added |
| Echo Street Capital Management LLC | 64,222 | $3.37M | 0.02% | +57,961+925.7% | Added |
| Hancock Whitney Corp | 64,465 | $3.38M | 0.12% | −1,881−2.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 64,767 | $3.40M | 2.22% | −272−0.4% | Reduced |
| Blue Chip Partners, Inc. | 64,825 | $3.40M | 0.48% | −260−0.4% | Reduced |
| Weik Capital Management | 65,365 | $3.43M | 1.42% | −4,500−6.4% | Reduced |
| Allen Operations LLC | 65,854 | $3.46M | 0.53% | 00.0% | Unchanged |
| Tufton Capital Management | 65,951 | $3.46M | 0.59% | +188+0.3% | Added |
| Woodstock Corp | 66,133 | $3.47M | 0.40% | +134+0.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 66,397 | $3.48M | 1.05% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 66,497 | $3.49M | 1.87% | −1,921−2.8% | Reduced |
| Jacobi Capital Management LLC | 66,616 | $3.50M | 0.44% | +1,503+2.3% | Added |
| Kings Point Capital Management | 66,921 | $3.51M | 0.31% | −65−0.1% | Reduced |
| Charter Trust Co | 67,115 | $3.52M | 0.33% | +19,957+42.3% | Added |
| IndexIQ Advisors LLC | 67,116 | $3.52M | 0.12% | +3,159+4.9% | Added |
| Eisler Capital (UK) Ltd. | 67,200 | $3.53M | 0.42% | +67,200 | New |
| Greenleaf Trust | 67,324 | $3.53M | 0.04% | +2,179+3.3% | Added |
| GWM Advisors LLC | 67,390 | $3.54M | 0.09% | +1,525+2.3% | Added |
| United Bank | 67,874 | $3.56M | 2.26% | +63+0.1% | Added |
| Colony Group LLC | 68,126 | $3.58M | 0.07% | −922−1.3% | Reduced |
| Equitable Holdings, Inc. | 68,459 | $3.59M | 0.06% | +3,346+5.1% | Added |
| Physicians Financial Services, Inc. | 68,509 | $3.60M | 1.46% | −850−1.2% | Reduced |
| Trustcore Financial Services, LLC | 68,878 | $3.61M | 0.36% | +367+0.5% | Added |
| Butensky & Cohen Financial Security, Inc | 69,038 | $3.62M | 1.44% | +289+0.4% | Added |
| Laurel Wealth Advisors LLC | 69,632 | $3.65M | 0.83% | +909+1.3% | Added |
| Chatham Capital Group, Inc. | 69,962 | $3.67M | 0.71% | +896+1.3% | Added |
| 6 Meridian | 70,028 | $3.67M | 0.29% | +33,826+93.4% | Added |
| Dynamic Advisor Solutions LLC | 70,039 | $3.67M | 0.28% | −246−0.4% | Reduced |
| Leavell Investment Management, Inc. | 69,623 | $3.69M | 0.27% | −11,691−14.4% | Reduced |
| Private Trust Co NA | 70,241 | $3.69M | 0.54% | +8,640+14.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 70,399 | $3.69M | 0.15% | +1,139+1.6% | Added |
| Park Avenue Securities LLC | 70,485 | $3.70M | 0.07% | +2,996+4.4% | Added |
| Magnetar Financial LLC | 70,706 | $3.71M | 0.04% | +99+0.1% | Added |
| Granite Investment Advisors, LLC | 70,721 | $3.71M | 0.60% | −1,540−2.1% | Reduced |
| Burns J W & Co Inc | 71,015 | $3.73M | 0.58% | +654+0.9% | Added |
| Bontempo Ohly Capital Mgmt LLC | 71,087 | $3.73M | 2.09% | −716−1.0% | Reduced |
| Coldstream Capital Management Inc | 75,601 | $3.73M | 0.18% | −12,128−13.8% | Reduced |
| Signature Wealth Management Group | 71,149 | $3.73M | 2.07% | +237+0.3% | Added |
| Tri-Star Advisors Inc. | 68,415 | $3.74M | 1.64% | +56+0.1% | Added |
| Roanoke Asset Management Corp | 71,250 | $3.74M | 1.33% | +550+0.8% | Added |
| Chicago Capital, LLC | 71,417 | $3.75M | 0.14% | +54+0.1% | Added |
| Credit Agricole S A | 71,448 | $3.75M | 0.13% | −4,773−6.3% | Reduced |
| Cadence Bank NA | 71,874 | $3.77M | 1.12% | −2,439−3.3% | Reduced |
| Legato Capital Management LLC | 72,223 | $3.79M | 0.72% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 72,250 | $3.79M | 1.70% | −1,650−2.2% | Reduced |
| MTM Investment Management, LLC | 72,353 | $3.80M | 2.06% | +260.0% | Added |