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 |
|---|---|---|---|---|---|
| Reston Wealth Management LLC | 4,635 | $243.0K | 0.13% | +360+8.4% | Added |
| Neo Ivy Capital Management | 5,472 | $244.0K | 0.28% | −3,420−38.5% | Reduced |
| Lee Financial Co | 4,642 | $244.0K | 0.05% | +218+4.9% | Added |
| Signature Estate & Investment Advisors LLC | 4,646 | $244.0K | 0.01% | +552+13.5% | Added |
| Crescent Grove Advisors, LLC | 4,633 | $245.0K | 0.03% | +7+0.2% | Added |
| Prudential PLC | 4,697 | $246.0K | 0.00% | −200,747−97.7% | Reduced |
| Centennial Wealth Advisory LLC | 4,691 | $246.0K | 0.15% | +206+4.6% | Added |
| McRae Capital Management Inc | 4,705 | $247.0K | 0.05% | −300−6.0% | Reduced |
| Atlantic Trust, LLC | 4,705 | $247.0K | 0.16% | +4,646+7,874.6% | Added |
| Oarsman Capital, Inc. | 4,746 | $249.0K | 0.10% | −100−2.1% | Reduced |
| Hall Laurie J Trustee | 4,750 | $249.0K | 0.10% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 4,741 | $249.0K | 0.02% | 00.0% | Unchanged |
| CAMG Solamere Management, LLC | 4,738 | $249.0K | 0.20% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 4,739 | $249.0K | 0.14% | +105+2.3% | Added |
| Dillon & Associates Inc | 4,842 | $252.0K | 0.05% | −199−3.9% | Reduced |
| Sound Income Strategies, LLC | 4,810 | $252.0K | 0.03% | −46−0.9% | Reduced |
| Fagan Associates, Inc. | 4,799 | $252.0K | 0.05% | −52−1.1% | Reduced |
| Legacy Advisors, LLC | 4,757 | $252.0K | 0.10% | +25+0.5% | Added |
| WestHill Financial Advisors, Inc. | 4,812 | $252.0K | 0.08% | +4,812 | New |
| Mathes Company, Inc. | 4,820 | $253.0K | 0.09% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 4,841 | $254.0K | 0.01% | −109−2.2% | Reduced |
| Charles Schwab Trust Co | 4,839 | $254.0K | 0.05% | +755+18.5% | Added |
| TCI Wealth Advisors, Inc. | 4,884 | $256.0K | 0.04% | −10,283−67.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,887 | $256.0K | 0.12% | 00.0% | Unchanged |
| Insight Folios Inc | 4,885 | $256.0K | 0.14% | +633+14.9% | Added |
| Foster Victor Wealth Advisors, LLC | 4,890 | $257.0K | 0.04% | −1,100−18.4% | Reduced |
| PBMares Wealth Management LLC | 4,900 | $257.0K | 0.12% | −380−7.2% | Reduced |
| Financial Strategies Group, Inc. | 4,924 | $258.0K | 0.12% | +95+2.0% | Added |
| Stanley-Laman Group, Ltd. | 5,000 | $262.0K | 0.03% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,000 | $262.0K | 0.08% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 4,995 | $262.0K | 0.02% | +10.0% | Added |
| Leverage Partners Absolute Return Fund SPC | 5,000 | $262.0K | 0.25% | +5,000 | New |
| First Commonwealth Financial Corp | 5,038 | $264.0K | 0.10% | −179−3.4% | Reduced |
| Jeppson Wealth Management, LLC | 5,039 | $264.0K | 0.14% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 5,001 | $264.0K | 0.04% | +5,001 | New |
| Rosenberg Matthew Hamilton | 5,060 | $265.0K | 0.10% | +382+8.2% | Added |
| Apexium Financial, LP | 5,074 | $266.0K | 0.15% | −233−4.4% | Reduced |
| McIlrath & Eck, LLC | 5,091 | $267.0K | 0.08% | −194−3.7% | Reduced |
| Prentice Wealth Management LLC | 5,086 | $267.0K | 0.13% | +29+0.6% | Added |
| Pflug Koory, LLC | 5,100 | $268.0K | 0.15% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,129 | $269.0K | 0.04% | −101−1.9% | Reduced |
| Titus Wealth Management | 5,137 | $269.0K | 0.14% | +45+0.9% | Added |
| CMC Financial Group | 5,140 | $270.0K | 0.16% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 5,020 | $270.0K | 0.04% | +31+0.6% | Added |
| Liberty Capital Management, Inc. | 5,164 | $271.0K | 0.08% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 5,156 | $271.0K | 0.54% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 5,180 | $272.0K | 0.11% | −137−2.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,186 | $272.0K | 0.09% | −67−1.3% | Reduced |
| Garrison Asset Management, LLC | 5,186 | $272.0K | 0.17% | +20.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 5,189 | $272.0K | 0.02% | +4+0.1% | Added |
| Source Financial Advisors LLC | 5,179 | $272.0K | 0.07% | +13+0.3% | Added |
| Covenant Multifamily Offices, LLC | 5,118 | $272.0K | 0.05% | +5,118 | New |
| SRS Capital Advisors, Inc. | 5,207 | $273.0K | 0.04% | −40−0.8% | Reduced |
| Tranquility Partners, LLC | 5,208 | $273.0K | 0.14% | +1,190+29.6% | Added |
| Diversified, LLC | 5,227 | $274.0K | 0.15% | +12+0.2% | Added |
| Wealth Management Associates, Inc. | 5,231 | $274.5K | 0.16% | +258+5.2% | Added |
| Capital Financial Planning, LLC | 5,236 | $275.0K | 0.10% | +423+8.8% | Added |
| Private Capital Management LLC | 5,250 | $275.0K | 0.11% | +724+16.0% | Added |
| Mint Tower Capital Management B.V. | 5,246 | $275.0K | 0.05% | +2,970+130.5% | Added |
| Round Table Services, LLC | 5,245 | $275.0K | 0.06% | +5,245 | New |
| Ategra Capital Management, LLC | 5,259 | $276.0K | 0.14% | −176−3.2% | Reduced |
| Silvant Capital Management LLC | 5,209 | $276.0K | 0.05% | 00.0% | Unchanged |
| First United Bank Trust | 5,270 | $277.0K | 0.11% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,292 | $278.0K | 0.09% | −2,467−31.8% | Reduced |
| Ade, LLC | 5,304 | $278.0K | 0.25% | −300−5.4% | Reduced |
| Unified Trust Company, N.A. | 5,302 | $278.0K | 0.08% | 00.0% | Unchanged |
| Element Wealth, LLC | 5,300 | $278.0K | 0.22% | +9+0.2% | Added |
| Miller Investment Management, LP | 5,310 | $279.0K | 0.05% | −2,400−31.1% | Reduced |
| Bank of Stockton | 5,336 | $280.0K | 0.09% | −300−5.3% | Reduced |
| Pin Oak Investment Advisors Inc | 5,353 | $281.0K | 0.31% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 5,350 | $281.0K | 0.05% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 5,360 | $281.0K | 0.02% | +5,360 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5,350 | $281.0K | 0.05% | +5,350 | New |
| CPWM, LLC | 5,378 | $282.0K | 0.03% | −13,616−71.7% | Reduced |
| Redwood Investment Management, LLC | 5,384 | $282.0K | 0.04% | +5,384 | New |
| Cullen Capital Management LLC | 5,390 | $283.0K | 0.00% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 5,282 | $284.0K | 0.24% | +5,282 | New |
| Johanson Financial Advisors, Inc. | 5,433 | $285.0K | 0.10% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 5,426 | $285.0K | 0.33% | +5,426 | New |
| Arthur M. Cohen & Associates, LLC | 5,460 | $286.0K | 0.06% | −1,750−24.3% | Reduced |
| Axiom Investment Management LLC | 5,480 | $286.0K | 0.29% | −6−0.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 5,450 | $286.0K | 0.13% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 5,477 | $287.0K | 0.05% | −831−13.2% | Reduced |
| Benedetti & Gucer, Inc. | 5,475 | $287.0K | 0.22% | −347−6.0% | Reduced |
| Greenwood Gearhart Inc | 5,531 | $290.0K | 0.04% | −1,381−20.0% | Reduced |
| Sequoia Financial Advisors, LLC | 5,551 | $291.0K | 0.03% | −33,741−85.9% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,580 | $293.0K | 0.09% | −179−3.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5,585 | $293.0K | 0.02% | −33−0.6% | Reduced |
| One + One Wealth Management, LLC | 5,582 | $293.0K | 0.21% | 00.0% | Unchanged |
| Platform Technology Partners | 5,590 | $293.0K | 0.13% | +626+12.6% | Added |
| First National Bank | 5,590 | $293.0K | 0.28% | +5,590 | New |
| Lokken Investment Group LLC | 5,604 | $294.0K | 0.23% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 5,600 | $294.0K | 0.02% | +739+15.2% | Added |
| Souders Financial Advisors | 5,616 | $295.0K | 0.10% | −134−2.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 5,618 | $295.0K | 0.01% | 00.0% | Unchanged |
| Arabesque Asset Management Ltd | 5,620 | $295.0K | 0.10% | +5,620 | New |
| MBE Wealth Management, LLC | 5,637 | $296.0K | 0.15% | +33+0.6% | Added |
| Campbell Newman Asset Management Inc | 5,656 | $297.0K | 0.03% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,664 | $297.0K | 0.11% | +10.0% | Added |
| Compton Wealth Advisory Group, LLC | 5,687 | $298.0K | 0.14% | +4+0.1% | Added |