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 |
|---|---|---|---|---|---|
| Foyston, Gordon, & Payne Inc | 93,720 | $4.92M | 1.23% | 00.0% | Unchanged |
| Ycg, LLC | 93,920 | $4.93M | 0.47% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 94,425 | $4.95M | 0.23% | +3,672+4.0% | Added |
| Fosun International Ltd | 94,435 | $4.96M | 0.25% | +11,136+13.4% | Added |
| Valeo Financial Advisors, LLC | 123,815 | $4.99M | 0.29% | +2,547+2.1% | Added |
| World Asset Management Inc | 95,143 | $4.99M | 0.50% | −6,292−6.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 95,489 | $5.01M | 1.05% | +434+0.5% | Added |
| Kestra Private Wealth Services, LLC | 95,680 | $5.02M | 0.28% | +2,884+3.1% | Added |
| Cumberland Partners Ltd | 95,839 | $5.03M | 0.41% | −250−0.3% | Reduced |
| PFS Investments Inc. | 89,348 | $5.03M | 0.10% | +3,291+3.8% | Added |
| Eudaimonia Partners, LLC | 96,349 | $5.05M | 0.91% | +374+0.4% | Added |
| Andra AP-fonden | 96,700 | $5.07M | 0.10% | +13,700+16.5% | Added |
| Avantax Advisory Services, Inc. | 96,991 | $5.09M | 0.08% | +10,653+12.3% | Added |
| Lee Danner & Bass Inc | 97,212 | $5.10M | 0.47% | −1,501−1.5% | Reduced |
| Twinbeech Capital LP | 97,499 | $5.12M | 0.36% | +97,499 | New |
| Hoylecohen, LLC | 97,970 | $5.14M | 0.49% | −3,593−3.5% | Reduced |
| Visionary Wealth Advisors | 98,044 | $5.14M | 0.53% | +1,147+1.2% | Added |
| IFG Advisory, LLC | 98,753 | $5.18M | 0.56% | +841+0.9% | Added |
| Washington Trust Co | 99,003 | $5.20M | 0.15% | −1,429−1.4% | Reduced |
| Trust Co of Toledo NA | 99,122 | $5.20M | 0.85% | +1,368+1.4% | Added |
| Stokes Capital Advisors, LLC | 99,433 | $5.22M | 1.68% | +343+0.3% | Added |
| Umb Bank N A | 99,717 | $5.23M | 0.12% | −3,748−3.6% | Reduced |
| New England Asset Management Inc | 99,861 | $5.24M | 0.09% | +7,796+8.5% | Added |
| RBF Capital, LLC | 100,000 | $5.25M | 0.30% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 96,643 | $5.26M | 0.47% | +812+0.8% | Added |
| Sonora Investment Management, LLC | 100,419 | $5.27M | 0.66% | +566+0.6% | Added |
| Haverford Financial Services, Inc. | 100,798 | $5.29M | 1.29% | −115−0.1% | Reduced |
| Mark Stevens | 100,851 | $5.29M | 0.59% | +68+0.1% | Added |
| Destination Wealth Management | 101,028 | $5.30M | 0.21% | −6,688−6.2% | Reduced |
| Birmingham Capital Management Co Inc | 101,088 | $5.30M | 2.03% | −4,620−4.4% | Reduced |
| Live Oak Private Wealth LLC | 101,163 | $5.31M | 1.08% | +4,979+5.2% | Added |
| Cohen Klingenstein LLC | 101,200 | $5.31M | 0.23% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 101,434 | $5.32M | 0.71% | +5,944+6.2% | Added |
| Redpoint Investment Management Pty Ltd | 101,716 | $5.34M | 0.46% | −3,660−3.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 101,801 | $5.34M | 0.56% | +802+0.8% | Added |
| BCM Advisors, LLC | 99,336 | $5.36M | 1.43% | 00.0% | Unchanged |
| Bailard, Inc. | 102,157 | $5.36M | 0.18% | +650+0.6% | Added |
| Kinneret Advisory, LLC | 101,537 | $5.37M | 0.63% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 102,493 | $5.38M | 0.73% | −9,608−8.6% | Reduced |
| TRH Financial, LLC | 102,817 | $5.39M | 2.12% | +23,728+30.0% | Added |
| Greystone Financial Group, LLC | 103,283 | $5.42M | 1.61% | −26,437−20.4% | Reduced |
| Wallace Capital Management Inc. | 103,736 | $5.44M | 0.74% | −10,807−9.4% | Reduced |
| Stratos Wealth Partners, LTD. | 103,888 | $5.45M | 0.14% | +1,821+1.8% | Added |
| Wealthspire Advisors, LLC | 104,189 | $5.47M | 0.11% | +19,071+22.4% | Added |
| Benedict Financial Advisors Inc | 104,389 | $5.48M | 1.53% | −83−0.1% | Reduced |
| First Citizens Bank & Trust Co | 104,532 | $5.49M | 0.26% | +2,198+2.1% | Added |
| Capital Fund Management S.A. | 105,015 | $5.51M | 0.15% | +105,015 | New |
| Evercore Wealth Management, LLC | 105,123 | $5.52M | 0.10% | −4,013−3.7% | Reduced |
| Sunflower Bank, N.A. | 105,163 | $5.52M | 0.78% | −1,583−1.5% | Reduced |
| Lynch & Associates | 105,337 | $5.53M | 1.43% | −185−0.2% | Reduced |
| Cerity Partners LLC | 105,387 | $5.53M | 0.12% | −1,495−1.4% | Reduced |
| Northwest Bancshares, Inc. | 105,511 | $5.54M | 1.26% | +1,214+1.2% | Added |
| Twin Capital Management Inc | 105,641 | $5.54M | 0.57% | −14,330−11.9% | Reduced |
| Advisor Partners LLC | 105,971 | $5.56M | 0.38% | −4,857−4.4% | Reduced |
| L & S Advisors Inc | 105,999 | $5.56M | 0.60% | +2,437+2.4% | Added |
| Regentatlantic Capital LLC | 106,246 | $5.58M | 0.17% | +16,787+18.8% | Added |
| Bull Street Advisors, LLC | 106,482 | $5.59M | 2.88% | +915+0.9% | Added |
| Adell Harriman & Carpenter Inc | 107,357 | $5.63M | 0.59% | +1,567+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 107,475 | $5.64M | 0.23% | −77−0.1% | Reduced |
| City Holding Co | 107,572 | $5.64M | 0.96% | −1,852−1.7% | Reduced |
| National Asset Management, Inc. | 107,522 | $5.65M | 0.18% | +2,377+2.3% | Added |
| Horizon Investments, LLC | 108,194 | $5.68M | 0.18% | +30,904+40.0% | Added |
| Edmond de Rothschild Holding S.A. | 108,349 | $5.68M | 0.13% | −5,632−4.9% | Reduced |
| Auxier Asset Management | 108,366 | $5.69M | 0.96% | −4,540−4.0% | Reduced |
| German American Bancorp, Inc. | 108,427 | $5.69M | 0.88% | +3,633+3.5% | Added |
| Atwater Malick LLC | 109,020 | $5.72M | 3.02% | +3,223+3.0% | Added |
| Murphy Capital Management Inc | 109,230 | $5.73M | 0.67% | −3,528−3.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 109,488 | $5.75M | 1.58% | +3,934+3.7% | Added |
| IBM Retirement Fund | 109,663 | $5.75M | 0.45% | +180+0.2% | Added |
| Everence Capital Management Inc | 110,160 | $5.78M | 0.47% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 110,312 | $5.79M | 2.54% | −8,710−7.3% | Reduced |
| American Century Companies Inc | 110,559 | $5.80M | 0.00% | +35,266+46.8% | Added |
| Beacon Pointe Advisors, LLC | 111,075 | $5.83M | 0.14% | +35,796+47.6% | Added |
| Westfield Capital Management Co LP | 111,255 | $5.84M | 0.04% | −1,000−0.9% | Reduced |
| Atticus Wealth Management, LLC | 111,503 | $5.85M | 2.57% | −5,633−4.8% | Reduced |
| Bank of Hawaii | 111,988 | $5.88M | 0.33% | −4,409−3.8% | Reduced |
| Southeast Asset Advisors Inc. | 112,677 | $5.91M | 0.97% | +110+0.1% | Added |
| Canandaigua National Corp | 113,018 | $5.93M | 0.97% | +793+0.7% | Added |
| Brookstone Capital Management | 109,649 | $5.95M | 0.11% | +16,996+18.3% | Added |
| Salem Investment Counselors Inc | 113,660 | $5.96M | 0.33% | −182−0.2% | Reduced |
| Viking Fund Management LLC | 114,000 | $5.98M | 1.73% | 00.0% | Unchanged |
| Thomasville National Bank | 114,200 | $5.99M | 0.62% | −9,374−7.6% | Reduced |
| Strategic Wealth Designers | 114,921 | $6.01M | 1.80% | +21,268+22.7% | Added |
| Thompson Siegel & Walmsley LLC | 114,786 | $6.02M | 0.09% | −7,280−6.0% | Reduced |
| Old National Bancorp | 115,013 | $6.04M | 0.23% | −5,955−4.9% | Reduced |
| Banque Pictet & Cie SA | 115,360 | $6.05M | 0.06% | +2,000+1.8% | Added |
| Greylin Investment Mangement Inc | 117,313 | $6.16M | 1.26% | −113−0.1% | Reduced |
| TCTC Holdings, LLC | 117,434 | $6.16M | 0.28% | +1,984+1.7% | Added |
| Reik & Co., LLC | 118,237 | $6.20M | 1.61% | +1,480+1.3% | Added |
| Moreno Evelyn V | 118,275 | $6.21M | 1.46% | −3,013−2.5% | Reduced |
| Sigma Planning Corp | 118,904 | $6.24M | 0.19% | +2,778+2.4% | Added |
| Cigna Investments Inc | 119,517 | $6.27M | 0.47% | −2,292−1.9% | Reduced |
| Valicenti Advisory Services Inc | 119,863 | $6.29M | 1.70% | +330.0% | Added |
| Williams Jones Wealth Management, LLC. | 121,000 | $6.35M | 0.09% | −1,809−1.5% | Reduced |
| Opus Investment Management Inc | 121,000 | $6.35M | 0.97% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 122,235 | $6.41M | 1.19% | 00.0% | Unchanged |
| Montecito Bank & Trust | 122,454 | $6.42M | 1.25% | −2,700−2.2% | Reduced |
| Birch Hill Investment Advisors LLC | 122,581 | $6.43M | 0.35% | +11,927+10.8% | Added |
| TD Private Client Wealth LLC | 123,085 | $6.46M | 0.28% | +2,274+1.9% | Added |
| Waverton Investment Management Ltd | 123,360 | $6.47M | 0.26% | +15,875+14.8% | Added |