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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| DB Wealth Management Group, LLC | 1,040 | $55.0K | 0.04% | 00.0% | Unchanged |
| FAI Wealth Management | 1,080 | $56.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 990 | $56.0K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 1,100 | $57.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1,100 | $58.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,099 | $58.0K | 0.03% | +813+284.3% | Added |
| Coastal Capital Group, Inc. | 1,119 | $59.0K | 0.01% | −57−4.8% | Reduced |
| Cahill Financial Advisors Inc | 1,119 | $59.0K | 0.01% | +1,119 | New |
| Baron Financial Group, LLC | 1,254 | $65.8K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,250 | $66.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,275 | $67.0K | 0.05% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,303 | $68.0K | 0.04% | +33+2.6% | Added |
| Meridian Wealth Partners, LLC | 1,293 | $68.0K | 0.01% | +1,293 | New |
| Altshuler Shaham Ltd | 1,305 | $69.0K | 0.00% | +77+6.3% | Added |
| PrairieView Partners, LLC | 1,322 | $69.0K | 0.01% | +402+43.7% | Added |
| American State Bank (Iowa) | 1,350 | $70.8K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,396 | $73.0K | 0.04% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,400 | $73.0K | 0.01% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 1,405 | $74.0K | 0.02% | −25−1.7% | Reduced |
| Evolution Wealth Advisors, LLC | 1,509 | $79.0K | 0.02% | +925+158.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,586 | $83.0K | 0.05% | +77+5.1% | Added |
| Dark Forest Capital Management LP | 1,594 | $84.0K | 0.03% | −977−38.0% | Reduced |
| Ellevest, Inc. | 1,613 | $85.0K | 0.01% | −466−22.4% | Reduced |
| Islay Capital Management, LLC | 1,684 | $88.0K | 0.07% | +4+0.2% | Added |
| Johnson Midwest Financial, LLC | 1,677 | $88.0K | 0.07% | +104+6.6% | Added |
| Centerpoint Advisors, LLC | 1,760 | $92.0K | 0.04% | +213+13.8% | Added |
| Earnest Partners LLC | 1,777 | $93.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1,829 | $96.0K | 0.04% | −612−25.1% | Reduced |
| IMA Wealth, Inc. | 1,822 | $96.0K | 0.02% | +11+0.6% | Added |
| Ogorek Anthony Joseph | 1,856 | $97.0K | 0.04% | +49+2.7% | Added |
| Hillsdale Investment Management Inc. | 1,900 | $100.0K | 0.01% | +1,300+216.7% | Added |
| Lowe Wealth Advisors, LLC | 1,963 | $103.0K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,975 | $104.0K | 0.00% | −11,603−85.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,993 | $104.6K | 0.12% | +450+29.2% | Added |
| Focused Wealth Management, Inc | 1,996 | $105.0K | 0.02% | +3+0.2% | Added |
| True Link Financial Advisors, LLC | 2,030 | $107.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 2,050 | $108.0K | 0.07% | +85+4.3% | Added |
| Newfound Research LLC | 2,097 | $110.0K | 0.18% | +751+55.8% | Added |
| Investment Research & Advisory Group, Inc. | 2,102 | $111.0K | 0.07% | −20−0.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,138 | $112.0K | 0.17% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 2,173 | $114.0K | 0.05% | −928−29.9% | Reduced |
| Phoenix Wealth Advisors | 2,191 | $115.0K | 0.09% | −87−3.8% | Reduced |
| Lipe & Dalton | 2,200 | $115.0K | 0.06% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 2,200 | $115.0K | 0.09% | +2,200 | New |
| Lloyd Advisory Services, LLC. | 2,237 | $117.0K | 0.06% | +230+11.5% | Added |
| Institutional & Family Asset Management, LLC | 2,281 | $120.0K | 0.02% | −430−15.9% | Reduced |
| Wagner Wealth Management, LLC | 2,135 | $120.0K | 0.10% | +46+2.2% | Added |
| Perkins Coie Trust Co | 2,301 | $121.0K | 0.04% | −300−11.5% | Reduced |
| Baldwin Brothers Inc | 2,320 | $122.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 2,336 | $123.0K | 0.06% | +2,336 | New |
| Vigilant Capital Management, LLC | 2,380 | $125.0K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 2,400 | $126.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 2,429 | $127.0K | 0.08% | 00.0% | Unchanged |
| NVWM, LLC | 2,431 | $128.0K | 0.05% | +322+15.3% | Added |
| QVR LLC | 2,466 | $129.0K | 0.26% | +1,250+102.8% | Added |
| Tucker Asset Management LLC | 2,318 | $130.7K | 0.05% | +1,719+287.0% | Added |
| Bourgeon Capital Management LLC | 2,489 | $131.0K | 0.03% | −156−5.9% | Reduced |
| Harvest Fund Management Co., Ltd | 2,582 | $135.0K | 0.03% | +590+29.6% | Added |
| Atlas Capital Advisors LLC | 2,627 | $137.8K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,656 | $139.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 2,690 | $141.0K | 0.04% | +2,690 | New |
| Financial Perspectives, Inc | 2,774 | $145.6K | 0.07% | +19+0.7% | Added |
| Optimum Investment Advisors | 2,824 | $148.0K | 0.06% | −1,250−30.7% | Reduced |
| Bellevue Asset Management, LLC | 2,959 | $156.0K | 0.10% | +3+0.1% | Added |
| PSI Advisors, LLC | 2,979 | $156.0K | 0.07% | +2,979 | New |
| Aua Capital Management, LLC | 3,000 | $157.0K | 0.10% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,045 | $160.0K | 0.07% | −50−1.6% | Reduced |
| Country Trust Bank | 3,091 | $162.0K | 0.00% | +1,393+82.0% | Added |
| Truvestments Capital LLC | 3,130 | $164.0K | 0.09% | +8+0.3% | Added |
| Lenox Wealth Advisors, LLC | 3,141 | $165.0K | 0.02% | +140+4.7% | Added |
| Solstein Capital, LLC | 3,153 | $165.0K | 0.10% | +160+5.3% | Added |
| Valley National Advisers Inc | 3,181 | $167.0K | 0.03% | +4+0.1% | Added |
| Bell Investment Advisors, Inc | 3,187 | $167.0K | 0.05% | +3,187 | New |
| Gemmer Asset Management LLC | 3,250 | $171.0K | 0.02% | −126−3.7% | Reduced |
| Benjamin Edwards Inc | 3,262 | $171.0K | 0.10% | +39+1.2% | Added |
| Piscataqua Savings Bank | 3,344 | $175.0K | 0.15% | −625−15.7% | Reduced |
| Canton Hathaway, LLC | 3,370 | $177.0K | 0.05% | +740+28.1% | Added |
| PFG Private Wealth Management, LLC | 3,388 | $178.0K | 0.10% | +3,388 | New |
| Tradewinds Capital Management, LLC | 3,511 | $184.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,516 | $185.0K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 3,604 | $189.0K | 0.02% | −6,049−62.7% | Reduced |
| Better Money Decisions, LLC | 3,629 | $190.0K | 0.16% | +6+0.2% | Added |
| WFA of San Diego, LLC | 3,704 | $194.0K | 0.14% | +3,704 | New |
| Iron Horse Wealth Management, LLC | 3,750 | $197.0K | 0.12% | +2+0.1% | Added |
| Amussen Hunsaker Associates LLC | 3,810 | $200.0K | 0.06% | −1,317−25.7% | Reduced |
| Cascade Investment Advisors, Inc. | 3,816 | $200.3K | 0.13% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 3,835 | $201.0K | 0.06% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,833 | $201.0K | 0.13% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,841 | $201.0K | 0.13% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 3,841 | $202.0K | 0.17% | +2+0.1% | Added |
| Platt Investment Counsel, LLC | 3,878 | $203.0K | 0.18% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 3,862 | $203.0K | 0.08% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 3,874 | $203.0K | 0.02% | +8+0.2% | Added |
| CMG Global Holdings, LLC | 3,863 | $203.0K | 0.15% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,880 | $204.0K | 0.09% | −1,607−29.3% | Reduced |
| Menard Financial Group LLC | 3,892 | $204.0K | 0.18% | −56−1.4% | Reduced |
| Private Asset Management Inc | 3,916 | $205.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 3,916 | $205.0K | 0.05% | +3,916 | New |
| Garrett Investment Advisors LLC | 3,914 | $205.0K | 0.07% | +3,914 | New |
| Lehman & Derafelo Financial Resources LLC | 3,917 | $206.0K | 0.07% | −1,285−24.7% | Reduced |