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 |
|---|---|---|---|---|---|
| Disciplined Investments, LLC | 3,924 | $206.0K | 0.10% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 3,644 | $206.0K | 0.11% | +14+0.4% | Added |
| Financial Advisors, LLC | 3,942 | $207.0K | 0.07% | +23+0.6% | Added |
| Column Capital Advisors, LLC | 3,947 | $207.0K | 0.04% | +441+12.6% | Added |
| Measured Wealth Private Client Group, LLC | 3,964 | $208.0K | 0.08% | −1,030−20.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 3,868 | $209.0K | 0.13% | +10+0.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,979 | $209.0K | 0.03% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 4,000 | $209.0K | 0.12% | +4,000 | New |
| Winthrop Advisory Group LLC | 3,953 | $209.0K | 0.05% | +3,953 | New |
| BTC Capital Management, Inc. | 4,000 | $210.0K | 0.02% | −8,300−67.5% | Reduced |
| Tandem Investment Advisors, Inc. | 3,994 | $210.0K | 0.02% | −15−0.4% | Reduced |
| Hunter Associates Investment Management LLC | 4,000 | $210.0K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,998 | $210.0K | 0.06% | +3,998 | Added |
| First Affirmative Financial Network | 4,007 | $210.0K | 0.22% | +4,007 | New |
| FFT Wealth Management LLC | 4,014 | $211.0K | 0.02% | +925+29.9% | Added |
| Salvus Wealth Management, LLC | 4,031 | $212.0K | 0.17% | −4,035−50.0% | Reduced |
| Navis Wealth Advisors, LLC | 4,031 | $212.0K | 0.18% | +15+0.4% | Added |
| Optas, LLC | 4,035 | $212.0K | 0.06% | +80+2.0% | Added |
| Iron Financial, LLC | 4,037 | $212.0K | 0.10% | +192+5.0% | Added |
| Weybosset Research & Management LLC | 4,047 | $212.0K | 0.09% | +4,047 | New |
| Marotta Asset Management | 4,048 | $212.4K | 0.05% | +304+8.1% | Added |
| Portland Global Advisors LLC | 4,057 | $213.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,058 | $213.0K | 0.08% | +38+0.9% | Added |
| Ahrens Investment Partners LLC | 4,061 | $213.0K | 0.10% | +123+3.1% | Added |
| Madison Wealth Management | 4,052 | $213.0K | 0.05% | +4,052 | New |
| Meridian Financial Partners LLC | 3,947 | $214.0K | 0.14% | +277+7.5% | Added |
| Private Ocean, LLC | 4,070 | $214.0K | 0.03% | +2,551+167.9% | Added |
| Northwest Capital Management Inc | 3,955 | $215.0K | 0.11% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4,106 | $215.0K | 0.06% | +73+1.8% | Added |
| Fragasso Group Inc. | 4,090 | $215.0K | 0.03% | +166+4.2% | Added |
| Diversified Investment Strategies, LLC | 4,125 | $216.0K | 0.16% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,118 | $216.0K | 0.12% | 00.0% | Unchanged |
| BFSG, LLC | 4,109 | $216.0K | 0.03% | +4,109 | New |
| Advus Financial Partners, LLC | 3,664 | $217.0K | 0.12% | +3,664 | New |
| Peoples Bank | 4,143 | $217.0K | 0.12% | −380−8.4% | Reduced |
| Connors Investor Services Inc | 4,132 | $217.0K | 0.02% | 00.0% | Unchanged |
| Puzo Michael J | 4,125 | $217.0K | 0.07% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 4,150 | $218.0K | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,166 | $219.0K | 0.19% | −390−8.6% | Reduced |
| FLC Capital Advisors | 4,171 | $219.0K | 0.06% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,196 | $220.0K | 0.06% | −1,657−28.3% | Reduced |
| RWM Asset Management, LLC | 4,202 | $220.0K | 0.04% | −497−10.6% | Reduced |
| Salem Capital Management Inc | 4,200 | $220.0K | 0.12% | 00.0% | Unchanged |
| Chelsea Counsel Co | 4,201 | $220.0K | 0.10% | 00.0% | Unchanged |
| Baugh & Associates, LLC | 4,193 | $220.0K | 0.13% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 4,186 | $220.0K | 0.02% | +4,186 | New |
| Capital Advisors Wealth Management, LLC | 4,188 | $220.0K | 0.08% | +4,188 | New |
| D'Orazio & Associates, Inc. | 4,210 | $221.0K | 0.05% | +670+18.9% | Added |
| Northeast Financial Group, Inc. | 4,224 | $221.7K | 0.14% | +3+0.1% | Added |
| SOL Capital Management CO | 4,239 | $222.0K | 0.04% | −50−1.2% | Reduced |
| Sage Rhino Capital LLC | 4,254 | $223.0K | 0.07% | −339−7.4% | Reduced |
| Asset Planning Corporation | 4,242 | $223.0K | 0.21% | 00.0% | Unchanged |
| Foster & Motley Inc | 4,274 | $224.0K | 0.02% | −410−8.8% | Reduced |
| Palladiem, LLC | 4,264 | $224.0K | 0.18% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 4,275 | $224.0K | 0.05% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 3,967 | $224.0K | 0.12% | +13+0.3% | Added |
| MPS Loria Financial Planners, LLC | 4,296 | $225.0K | 0.10% | −664−13.4% | Reduced |
| Sara-Bay Financial | 4,289 | $225.0K | 0.09% | −189−4.2% | Reduced |
| Klingman & Associates, LLC | 4,296 | $225.0K | 0.02% | −51−1.2% | Reduced |
| Financial Insights, Inc. | 4,286 | $225.0K | 0.21% | +4,286 | New |
| Financial Management Professionals, Inc. | 4,316 | $226.0K | 0.05% | −358−7.7% | Reduced |
| Aufman Associates Inc | 4,313 | $226.0K | 0.19% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 4,327 | $227.0K | 0.10% | +327+8.2% | Added |
| US Asset Management LLC | 4,330 | $227.0K | 0.22% | +4,330 | New |
| Cardan Capital Partners, LLC | 4,351 | $228.0K | 0.03% | −1,175−21.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 4,356 | $229.0K | 0.14% | +15+0.3% | Added |
| Congress Asset Management Co | 4,396 | $231.0K | 0.00% | −72−1.6% | Reduced |
| Bulltick Wealth Management, LLC | 4,377 | $231.5K | 0.05% | −100−2.2% | Reduced |
| Glassman Wealth Services | 4,423 | $232.0K | 0.05% | +862+24.2% | Added |
| Five Oceans Advisors | 4,425 | $232.0K | 0.27% | +4,425 | New |
| Lebenthal Global Advisors, LLC | 4,457 | $233.0K | 0.15% | −1,944−30.4% | Reduced |
| Shakespeare Wealth Management, Inc. | 4,389 | $233.0K | 0.09% | +129+3.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,435 | $233.0K | 0.18% | −11−0.2% | Reduced |
| TSFG, LLC | 4,440 | $233.0K | 0.09% | +20.0% | Added |
| Acorn Wealth Advisors, LLC | 4,440 | $233.0K | 0.16% | +28+0.6% | Added |
| Amarillo National Bank | 4,454 | $234.0K | 0.05% | −15−0.3% | Reduced |
| RNC Capital Management LLC | 4,460 | $234.0K | 0.01% | +501+12.7% | Added |
| Rock Creek Group, LP | 4,480 | $235.0K | 0.04% | −2,727−37.8% | Reduced |
| Managed Account Services Inc | 4,500 | $236.0K | 0.06% | −92−2.0% | Reduced |
| Clear Perspective Advisors, LLC | 4,493 | $236.0K | 0.08% | 00.0% | Unchanged |
| Avondale Wealth Management | 4,500 | $236.0K | 0.23% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 4,503 | $236.0K | 0.05% | +300+7.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $237.0K | 0.05% | −850−15.8% | Reduced |
| First Interstate Bank | 4,524 | $237.0K | 0.02% | +4,524 | New |
| Studio Investment Management LLC | 4,526 | $237.0K | 0.10% | +4,526 | New |
| Fulcrum Capital LLC | 4,527 | $238.0K | 0.06% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4,546 | $239.0K | 0.07% | −200−4.2% | Reduced |
| Total Investment Management Inc | 4,548 | $239.0K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 4,552 | $239.0K | 0.15% | +635+16.2% | Added |
| Rockbridge Investment Management, LCC | 4,593 | $241.0K | 0.04% | −105−2.2% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 4,597 | $241.0K | 0.18% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,548 | $241.0K | 0.05% | +7+0.2% | Added |
| Goelzer Investment Management, Inc. | 4,592 | $241.0K | 0.02% | 00.0% | Unchanged |
| Family Firm, Inc. | 4,406 | $241.0K | 0.06% | +465+11.8% | Added |
| Cheviot Value Management, LLC | 4,609 | $242.0K | 0.06% | +100+2.2% | Added |
| Botty Investors LLC | 4,572 | $242.0K | 0.07% | +4,572 | New |
| Acorn Financial Advisory Services Inc | 4,635 | $243.0K | 0.08% | −1,533−24.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 4,635 | $243.0K | 0.16% | −496−9.7% | Reduced |
| Wela Strategies, Inc. | 4,625 | $243.0K | 0.13% | 00.0% | Unchanged |
| TFC Financial Management | 4,640 | $243.0K | 0.08% | +300+6.9% | Added |