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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 5,670 | $298.0K | 0.05% | +5,670 | New |
| Alaethes Wealth LLC | 5,718 | $300.0K | 0.22% | −457−7.4% | Reduced |
| Sippican Capital Advisors | 5,722 | $300.0K | 0.26% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,782 | $303.0K | 0.03% | +20.0% | Added |
| First Citizens Financial Corp | 5,793 | $304.0K | 0.24% | −1,094−15.9% | Reduced |
| Clear Street Markets LLC | 5,805 | $305.0K | 0.07% | −25,306−81.3% | Reduced |
| Norris Perne & French LLP | 5,810 | $305.0K | 0.03% | +12+0.2% | Added |
| TriaGen Wealth Management LLC | 5,836 | $306.0K | 0.17% | −179−3.0% | Reduced |
| Vision Capital Management, Inc. | 5,840 | $306.0K | 0.05% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 5,842 | $307.0K | 0.04% | 00.0% | Unchanged |
| New England Investment & Retirement Group, Inc. | 5,870 | $308.0K | 0.07% | +621+11.8% | Added |
| High Falls Advisors, Inc | 5,888 | $309.0K | 0.08% | 00.0% | Unchanged |
| Ballast, Inc. | 5,919 | $310.0K | 0.13% | 00.0% | Unchanged |
| Concord Wealth Partners | 5,951 | $312.0K | 0.13% | −1,930−24.5% | Reduced |
| Alphasimplex Group, LLC | 5,969 | $313.0K | 0.26% | −8,992−60.1% | Reduced |
| Indiana Trust & Investment Management CO | 5,962 | $313.0K | 0.16% | −975−14.1% | Reduced |
| Cary Street Partners Asset Management LLC | 5,969 | $313.0K | 0.11% | +8+0.1% | Added |
| Darwin Advisors, LLC | 5,985 | $314.0K | 0.05% | −382−6.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 5,998 | $314.0K | 0.10% | +900+17.7% | Added |
| Cornerstone Capital, Inc. | 6,000 | $315.0K | 0.04% | −500−7.7% | Reduced |
| Cadinha & Co LLC | 6,000 | $315.0K | 0.04% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 6,002 | $315.0K | 0.04% | +258+4.5% | Added |
| Augustine Asset Management Inc | 6,018 | $316.0K | 0.17% | −64−1.1% | Reduced |
| SL Advisors, LLC | 6,022 | $316.0K | 0.80% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 6,051 | $317.0K | 0.09% | +223+3.8% | Added |
| Legacy Bridge, LLC | 6,056 | $318.0K | 0.18% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 6,096 | $320.0K | 0.12% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 6,110 | $321.0K | 0.20% | −825−11.9% | Reduced |
| Tower View Investment Management & Research LLC | 6,137 | $322.0K | 0.18% | −905−12.9% | Reduced |
| Archetype Wealth Partners | 6,139 | $322.0K | 0.11% | −20−0.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 6,132 | $322.0K | 0.12% | +261+4.4% | Added |
| Citizens Business Bank | 6,140 | $322.0K | 0.04% | +269+4.6% | Added |
| Investors Research Corp | 6,149 | $323.0K | 0.11% | +200+3.4% | Added |
| Professional Planning | 6,227 | $326.0K | 0.16% | −343−5.2% | Reduced |
| Mascoma Wealth Management LLC | 6,230 | $327.0K | 0.13% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 6,227 | $327.0K | 0.29% | +6,227 | New |
| Schmidt P J Investment Management Inc | 6,022 | $328.0K | 0.06% | −110−1.8% | Reduced |
| First Heartland Consultants, Inc. | 6,269 | $329.0K | 0.05% | −2,972−32.2% | Reduced |
| McAdam, LLC | 6,266 | $329.0K | 0.04% | +64+1.0% | Added |
| Univest Financial Corp | 6,282 | $330.0K | 0.09% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 6,289 | $330.0K | 0.31% | +25+0.4% | Added |
| Investors Financial Group, LLC | 6,331 | $332.0K | 0.18% | +211+3.4% | Added |
| Wescott Financial Advisory Group, LLC | 6,345 | $333.0K | 0.19% | +189+3.1% | Added |
| West Oak Capital, LLC | 6,347 | $333.0K | 0.13% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 6,356 | $334.0K | 0.10% | 00.0% | Unchanged |
| BTG Pactual Global Asset Management Ltd | 6,363 | $334.0K | 0.31% | +6,363 | New |
| Clark Financial Advisors | 6,387 | $335.0K | 0.31% | +10.0% | Added |
| M. Kraus & Co | 6,387 | $335.0K | 0.12% | +40+0.6% | Added |
| Camden Capital, LLC | 6,388 | $335.0K | 0.07% | +45+0.7% | Added |
| Fernwood Investment Management, LLC | 6,388 | $335.0K | 0.12% | +511+8.7% | Added |
| Gibson Capital, LLC | 6,435 | $335.0K | 0.09% | +600+10.3% | Added |
| Clean Yield Group | 6,411 | $336.0K | 0.12% | +1,133+21.5% | Added |
| Mitchell Sinkler & Starr | 6,422 | $337.0K | 0.30% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 6,441 | $338.0K | 0.11% | −349−5.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 6,442 | $338.0K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,440 | $338.0K | 0.03% | +187+3.0% | Added |
| Tatro Capital, LLC | 6,456 | $339.0K | 0.26% | +82+1.3% | Added |
| Sovereign Financial Group, Inc. | 6,484 | $340.0K | 0.20% | −440−6.4% | Reduced |
| Probity Advisors, Inc. | 6,503 | $341.0K | 0.07% | −1,143−14.9% | Reduced |
| AGF Investments LLC | 6,494 | $341.0K | 0.03% | −478−6.9% | Reduced |
| Sterneck Capital Management, LLC | 6,500 | $341.0K | 0.22% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 6,490 | $341.0K | 0.12% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 6,522 | $342.0K | 0.03% | −309−4.5% | Reduced |
| Granite Investment Partners, LLC | 6,529 | $343.0K | 0.01% | 00.0% | Unchanged |
| Corundum Group, Inc. | 6,536 | $343.0K | 0.25% | +526+8.8% | Added |
| Chiron Capital Management, LLC | 6,563 | $344.0K | 0.25% | +23+0.4% | Added |
| KWMG, LLC | 6,556 | $344.0K | 0.05% | +35+0.5% | Added |
| Seven Springs Wealth Group, LLC | 6,572 | $345.0K | 0.17% | 00.0% | Unchanged |
| True North Advisors, LLC | 6,607 | $346.0K | 0.07% | −4,290−39.4% | Reduced |
| Fort Sheridan Advisors LLC | 6,593 | $346.0K | 0.11% | −84−1.3% | Reduced |
| FSA Wealth Management LLC | 6,588 | $346.0K | 0.22% | +1,378+26.4% | Added |
| Financial Partners Capital Management LLC | 6,600 | $346.3K | 0.06% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 6,621 | $347.0K | 0.42% | +11+0.2% | Added |
| Matrix Private Capital Group LLC | 6,559 | $347.0K | 0.18% | +283+4.5% | Added |
| Security Asset Management | 6,631 | $348.0K | 0.14% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 6,635 | $348.0K | 0.07% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 6,503 | $350.0K | 0.02% | 00.0% | Unchanged |
| Rede Wealth, LLC | 6,704 | $352.0K | 0.19% | +100+1.5% | Added |
| Integrated Investment Consultants, LLC | 6,709 | $352.0K | 0.10% | +192+2.9% | Added |
| Kowal Investment Group, LLC | 6,701 | $352.0K | 0.11% | +1,761+35.6% | Added |
| Ridgewood Investments LLC | 6,737 | $353.0K | 0.24% | −5,628−45.5% | Reduced |
| Johnson Financial Group, Inc. | 6,733 | $353.0K | 0.02% | −1,269−15.9% | Reduced |
| Delta Investment Management, LLC | 6,721 | $353.0K | 0.11% | −150−2.2% | Reduced |
| Ascent Wealth Partners, LLC | 6,730 | $353.0K | 0.07% | −101−1.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 6,672 | $353.0K | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 6,719 | $353.0K | 0.01% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 6,743 | $353.8K | 0.08% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 6,749 | $354.0K | 0.15% | 00.0% | Unchanged |
| Becker Capital Management Inc | 6,764 | $355.0K | 0.01% | +122+1.8% | Added |
| Aviance Capital Partners, LLC | 6,780 | $356.0K | 0.06% | +108+1.6% | Added |
| Cable Hill Partners, LLC | 6,793 | $357.0K | 0.09% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 6,830 | $358.0K | 0.08% | 00.0% | Unchanged |
| Castleark Management LLC | 6,820 | $358.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,826 | $358.0K | 0.14% | +1,235+22.1% | Added |
| CastleArk Alternatives, LLC | 6,820 | $358.0K | 0.01% | +6,820 | New |
| Beacon Financial Strategies CORP | 6,834 | $358.6K | 0.33% | 00.0% | Unchanged |
| Financial Advisory Group | 6,835 | $359.0K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,834 | $359.0K | 0.05% | +90+1.3% | Added |
| Oak Asset Management, LLC | 6,670 | $360.0K | 0.15% | −13−0.2% | Reduced |
| Apella Capital, LLC | 6,882 | $361.0K | 0.05% | −640−8.5% | Reduced |