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 |
|---|---|---|---|---|---|
| Parthenon LLC | 72,423 | $3.80M | 0.57% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 72,780 | $3.82M | 0.41% | +3,566+5.2% | Added |
| Dynamic Technology Lab Private Ltd | 73,054 | $3.83M | 0.46% | −8,664−10.6% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 73,104 | $3.84M | 0.44% | −1,300−1.7% | Reduced |
| Toth Financial Advisory Corp | 73,106 | $3.84M | 0.58% | +5,846+8.7% | Added |
| Crossvault Capital Management LLC | 73,120 | $3.84M | 1.21% | +2,050+2.9% | Added |
| HighPoint Advisor Group LLC | 73,184 | $3.84M | 0.38% | −3,529−4.6% | Reduced |
| Exane Derivatives | 73,521 | $3.86M | 0.96% | +26,703+57.0% | Added |
| Toroso Investments, LLC | 73,594 | $3.86M | 0.14% | +19,898+37.1% | Added |
| Barrett Asset Management, LLC | 73,757 | $3.87M | 0.18% | −2,216−2.9% | Reduced |
| Ieq Capital, LLC | 73,995 | $3.88M | 0.10% | +10,113+15.8% | Added |
| Alexandria Capital, LLC | 74,167 | $3.89M | 0.36% | +3,479+4.9% | Added |
| Ossiam | 74,213 | $3.89M | 0.11% | +7,543+11.3% | Added |
| Nicollet Investment Management, Inc. | 74,527 | $3.91M | 1.65% | −215−0.3% | Reduced |
| Heritage Trust Co | 74,544 | $3.91M | 0.55% | −1,639−2.2% | Reduced |
| Level Four Advisory Services, LLC | 74,621 | $3.92M | 0.41% | −9,550−11.3% | Reduced |
| Hayek Kallen Investment Management | 74,689 | $3.92M | 1.79% | −1,396−1.8% | Reduced |
| Essex Financial Services, Inc. | 74,925 | $3.93M | 0.45% | +748+1.0% | Added |
| Allstate Corp | 75,470 | $3.96M | 0.16% | −5,546−6.8% | Reduced |
| Cardinal Capital Management | 75,471 | $3.96M | 0.86% | −2,425−3.1% | Reduced |
| Strategic Wealth Advisors Group, LLC | 75,414 | $3.97M | 0.19% | −21,560−22.2% | Reduced |
| Bryn Mawr Trust Co | 75,924 | $3.98M | 0.15% | +1,280+1.7% | Added |
| First Nebraska Trust Co | 75,960 | $3.99M | 0.52% | −269−0.4% | Reduced |
| Nixon Peabody Trust Co | 75,984 | $3.99M | 1.44% | +4,171+5.8% | Added |
| Fulton Bank, N.A. | 76,068 | $3.99M | 0.19% | +47+0.1% | Added |
| Shilanski & Associates, Inc. | 76,188 | $4.00M | 1.86% | +1,658+2.2% | Added |
| Wetherby Asset Management Inc | 76,373 | $4.01M | 0.25% | −1,458−1.9% | Reduced |
| Symons Capital Management Inc | 76,403 | $4.01M | 2.57% | −5,679−6.9% | Reduced |
| Spire Wealth Management | 76,637 | $4.02M | 0.11% | −724−0.9% | Reduced |
| Lafayette Investments, Inc. | 77,588 | $4.07M | 1.10% | 00.0% | Unchanged |
| Caldwell Trust Co | 78,473 | $4.12M | 0.52% | −1,702−2.1% | Reduced |
| Rossmore Private Capital | 78,643 | $4.13M | 0.71% | +206+0.3% | Added |
| Gluskin Sheff & Assoc Inc | 78,730 | $4.13M | 0.17% | +109+0.1% | Added |
| Duality Advisers, LP | 78,831 | $4.14M | 0.32% | +19,381+32.6% | Added |
| Linscomb & Williams, Inc. | 78,966 | $4.14M | 0.21% | +1,192+1.5% | Added |
| Integrated Wealth Concepts LLC | 79,248 | $4.16M | 0.14% | +6,473+8.9% | Added |
| Geneos Wealth Management Inc. | 78,533 | $4.16M | 0.16% | −304−0.4% | Reduced |
| Beacon Financial Group | 78,782 | $4.17M | 0.58% | +4,605+6.2% | Added |
| Freestone Capital Holdings, LLC | 79,733 | $4.18M | 0.21% | +1,669+2.1% | Added |
| Boston Research & Management Inc | 79,881 | $4.19M | 1.25% | −405−0.5% | Reduced |
| Schulhoff & Co Inc | 80,090 | $4.20M | 1.89% | −461−0.6% | Reduced |
| Condor Capital Management | 80,263 | $4.21M | 0.45% | −281−0.3% | Reduced |
| Crescent Capital Consulting, LLC | 80,398 | $4.21M | 0.77% | 00.0% | Unchanged |
| NTV Asset Management LLC | 80,679 | $4.23M | 0.73% | +1,186+1.5% | Added |
| Parsec Financial Management, Inc. | 74,976 | $4.24M | 0.18% | +21,725+40.8% | Added |
| PDT Partners, LLC | 80,800 | $4.24M | 0.30% | −68−0.1% | Reduced |
| Sandy Spring Bank | 81,039 | $4.25M | 0.23% | +1,239+1.6% | Added |
| Citizens National Bank Trust Department | 81,425 | $4.27M | 1.21% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 81,476 | $4.28M | 0.69% | −693−0.8% | Reduced |
| Legacy Capital Partners, Inc. | 81,701 | $4.29M | 1.55% | −3,840−4.5% | Reduced |
| Harvey Investment Co LLC | 82,065 | $4.31M | 0.56% | −1,933−2.3% | Reduced |
| Busey Wealth Management | 82,193 | $4.31M | 0.17% | +42,382+106.5% | Added |
| Cypress Capital, LLC | 82,281 | $4.32M | 0.55% | +82,281 | New |
| Meritage Portfolio Management | 82,457 | $4.33M | 0.26% | −1,153−1.4% | Reduced |
| Green Square Capital Advisors LLC | 82,465 | $4.33M | 0.98% | +965+1.2% | Added |
| Prospector Partners LLC | 82,515 | $4.33M | 0.56% | −1,950−2.3% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 82,840 | $4.35M | 1.54% | +2,446+3.0% | Added |
| Baxter Bros Inc | 83,447 | $4.38M | 0.70% | −4,350−5.0% | Reduced |
| Stratos Wealth Advisors, LLC | 83,501 | $4.38M | 0.37% | −3,231−3.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 82,836 | $4.38M | 0.34% | −725−0.9% | Reduced |
| NFJ Investment Group, LLC | 83,578 | $4.38M | 0.09% | 00.0% | Unchanged |
| HGK Asset Management Inc | 83,749 | $4.39M | 1.44% | −2,060−2.4% | Reduced |
| Stansberry Asset Management, LLC | 83,781 | $4.40M | 0.88% | +3,542+4.4% | Added |
| Stock Yards Bank & Trust Co | 83,893 | $4.40M | 0.28% | +3,390+4.2% | Added |
| Bridge Creek Capital Management LLC | 83,954 | $4.41M | 1.64% | +965+1.2% | Added |
| Keeler Thomas Management LLC | 84,044 | $4.42M | 2.10% | +2,079+2.5% | Added |
| Lido Advisors, LLC | 84,292 | $4.42M | 0.10% | −713−0.8% | Reduced |
| Principle Wealth Partners LLC | 84,530 | $4.43M | 0.51% | +3,349+4.1% | Added |
| BerganKDV Wealth Management, LLC | 85,101 | $4.46M | 0.51% | +2,306+2.8% | Added |
| Deseret Mutual Benefit Administrators | 85,371 | $4.48M | 0.82% | +69,517+438.5% | Added |
| Stolper Co | 85,635 | $4.49M | 2.15% | +418+0.5% | Added |
| Argyle Capital Management Inc. | 86,867 | $4.56M | 1.51% | −200−0.2% | Reduced |
| JustInvest LLC | 86,946 | $4.56M | 0.41% | +12,690+17.1% | Added |
| River & Mercantile Asset Management LLP | 86,989 | $4.56M | 0.35% | −74,686−46.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 87,440 | $4.59M | 0.38% | −4,420−4.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 81,828 | $4.60M | 0.17% | −846−1.0% | Reduced |
| Lincoln Capital LLC | 88,209 | $4.63M | 1.26% | −13,097−12.9% | Reduced |
| Farmers National Bank | 84,697 | $4.64M | 1.85% | −2,027−2.3% | Reduced |
| Columbia Asset Management | 88,642 | $4.65M | 1.02% | −254−0.3% | Reduced |
| HBK Sorce Advisory LLC | 88,840 | $4.66M | 0.26% | −2,834−3.1% | Reduced |
| Harbour Investments, Inc. | 89,207 | $4.68M | 0.15% | +247+0.3% | Added |
| Bath Savings Trust Co | 89,375 | $4.69M | 0.54% | +1,430+1.6% | Added |
| Verity & Verity, LLC | 83,421 | $4.70M | 0.70% | −1,287−1.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 89,801 | $4.71M | 0.12% | −9,426−9.5% | Reduced |
| Martin Capital Partners, LLC | 89,828 | $4.71M | 2.38% | +623+0.7% | Added |
| First City Capital Management, Inc. | 89,891 | $4.72M | 2.66% | +516+0.6% | Added |
| Ally Financial Inc. | 90,000 | $4.72M | 0.46% | −76,000−45.8% | Reduced |
| Allen Investment Management LLC | 90,836 | $4.77M | 0.07% | 00.0% | Unchanged |
| Surevest, LLC | 90,847 | $4.77M | 1.20% | +10,774+13.5% | Added |
| J.W. Cole Advisors, Inc. | 90,928 | $4.77M | 0.34% | +1,232+1.4% | Added |
| Proequities, Inc. | 90,392 | $4.78M | 0.29% | +2,858+3.3% | Added |
| Pacific Global Investment Management CO | 92,068 | $4.83M | 0.98% | +69+0.1% | Added |
| Inverness Counsel LLC | 92,476 | $4.85M | 0.18% | +90+0.1% | Added |
| CBOE Vest Financial, LLC | 92,553 | $4.86M | 1.48% | +18,408+24.8% | Added |
| Highland Capital Management, LLC | 92,704 | $4.86M | 0.29% | −2,465−2.6% | Reduced |
| Red Cedar Capital, LLC | 92,706 | $4.86M | 2.98% | 00.0% | Unchanged |
| HM Payson & Co | 92,883 | $4.87M | 0.12% | +91+0.1% | Added |
| ICICI Prudential Asset Management Co Ltd | 93,070 | $4.88M | 0.83% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 93,189 | $4.89M | 0.68% | +2,879+3.2% | Added |
| Clearstead Advisors, LLC | 93,472 | $4.90M | 0.37% | −9,048−8.8% | Reduced |