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 |
|---|---|---|---|---|---|
| Orser Capital Management, LLC | 6,885 | $361.0K | 0.20% | 00.0% | Unchanged |
| Navellier & Associates Inc | 6,889 | $361.0K | 0.05% | +128+1.9% | Added |
| CWA Asset Management Group, LLC | 6,875 | $361.0K | 0.03% | +1,753+34.2% | Added |
| Pettee Investors, Inc. | 6,900 | $362.0K | 0.17% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6,898 | $362.0K | 0.09% | +1,676+32.1% | Added |
| Fiducient Advisors LLC | 6,945 | $364.0K | 0.11% | −1,250−15.3% | Reduced |
| KB Financial Partners, LLC | 6,934 | $364.0K | 0.13% | +596+9.4% | Added |
| Ellis Investment Partners, LLC | 6,975 | $365.0K | 0.09% | +131+1.9% | Added |
| American National Bank | 6,972 | $366.0K | 0.08% | −305−4.2% | Reduced |
| Provident Wealth Management, LLC | 6,967 | $366.0K | 0.28% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 6,978 | $366.0K | 0.08% | +158+2.3% | Added |
| Whalerock Point Partners, LLC | 6,983 | $366.0K | 0.14% | +970+16.1% | Added |
| Mezzasalma Advisors, LLC | 6,999 | $367.0K | 0.21% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 6,989 | $367.0K | 0.12% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 6,986 | $367.0K | 0.05% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 7,004 | $367.0K | 0.02% | +104+1.5% | Added |
| Americana Partners, LLC | 7,006 | $367.0K | 0.09% | +7,006 | New |
| Graypoint LLC | 7,028 | $369.0K | 0.05% | +2,693+62.1% | Added |
| Intelligence Driven Advisers, LLC | 7,000 | $372.0K | 0.08% | −400−5.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,068 | $373.0K | 0.04% | −427−5.7% | Reduced |
| QCM Cayman, Ltd. | 7,109 | $373.0K | 1.02% | +7,109 | New |
| Global Financial Private Client, LLC | 7,066 | $374.7K | 0.19% | +36+0.5% | Added |
| Clarus Group, Inc. | 7,145 | $375.0K | 0.26% | 00.0% | Unchanged |
| Berkshire Bank | 7,157 | $375.0K | 0.09% | 00.0% | Unchanged |
| First National Corp | 7,142 | $375.0K | 0.08% | +946+15.3% | Added |
| Aft, Forsyth & Company, Inc. | 7,161 | $376.0K | 0.20% | −625−8.0% | Reduced |
| Johnson Bixby & Associates, LLC | 7,161 | $376.0K | 0.11% | 00.0% | Unchanged |
| Arlington Partners LLC | 7,170 | $376.0K | 0.11% | +4,378+156.8% | Added |
| Maryland Capital Management | 7,186 | $377.0K | 0.02% | −817−10.2% | Reduced |
| Acropolis Investment Management, LLC | 7,226 | $378.0K | 0.05% | −918−11.3% | Reduced |
| Canal Capital Management, LLC | 7,216 | $379.0K | 0.11% | −206−2.8% | Reduced |
| Investment Management of Virginia LLC | 7,218 | $379.0K | 0.07% | 00.0% | Unchanged |
| Landaas & Co | 7,250 | $380.0K | 0.22% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 7,265 | $381.0K | 0.15% | +7,265 | New |
| Trust Co | 7,290 | $383.0K | 0.10% | −3,357−31.5% | Reduced |
| Riverbridge Partners LLC | 7,304 | $383.0K | 0.00% | 00.0% | Unchanged |
| United Maritime Capital LLC | 7,300 | $383.0K | 0.43% | +1,700+30.4% | Added |
| Pacific Center for Financial Services | 7,322 | $384.0K | 0.17% | 00.0% | Unchanged |
| Insight Advisors, LLC | 6,790 | $384.0K | 0.11% | −163−2.3% | Reduced |
| HHM Wealth Advisors, LLC | 7,364 | $386.0K | 0.10% | −957−11.5% | Reduced |
| Hexagon Capital Partners LLC | 7,363 | $386.0K | 0.11% | 00.0% | Unchanged |
| Washington Trust Bank | 7,356 | $386.0K | 0.05% | +160+2.2% | Added |
| Harbor Financial Services, LLC | 7,359 | $386.0K | 0.17% | +314+4.5% | Added |
| Alta Wealth Advisors LLC | 7,369 | $387.0K | 0.28% | +93+1.3% | Added |
| Liberty Wealth Management LLC | 7,318 | $387.0K | 0.14% | +617+9.2% | Added |
| Hudson Valley Investment Advisors Inc | 7,400 | $388.0K | 0.07% | −105−1.4% | Reduced |
| Spirit of America Management Corp | 7,400 | $388.0K | 0.08% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 7,434 | $390.0K | 0.10% | −18−0.2% | Reduced |
| Qci Asset Management Inc | 7,448 | $391.0K | 0.02% | +747+11.1% | Added |
| Foundations Investment Advisors, LLC | 7,362 | $391.0K | 0.02% | +2,054+38.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 7,462 | $392.0K | 0.14% | 00.0% | Unchanged |
| Cutler Group LP | 7,509 | $393.0K | 0.03% | −33,592−81.7% | Reduced |
| New World Advisors LLC | 7,220 | $393.0K | 0.18% | −8,414−53.8% | Reduced |
| Aveo Capital Partners, LLC | 7,514 | $394.0K | 0.08% | −106−1.4% | Reduced |
| Zuckerman Investment Group, LLC | 7,530 | $395.0K | 0.07% | +480+6.8% | Added |
| Evanson Asset Management, LLC | 7,329 | $395.0K | 0.04% | +438+6.4% | Added |
| Lindbrook Capital, LLC | 7,560 | $397.0K | 0.10% | −1,732−18.6% | Reduced |
| Magellan Asset Management Ltd | 7,568 | $397.0K | 0.00% | +311+4.3% | Added |
| Lantz Financial LLC | 7,596 | $399.0K | 0.20% | +93+1.2% | Added |
| Verus Financial Partners, Inc. | 7,404 | $399.0K | 0.06% | +248+3.5% | Added |
| Advisor OS, LLC | 7,638 | $400.0K | 0.09% | +41+0.5% | Added |
| Cypress Wealth Services, LLC | 7,687 | $403.0K | 0.12% | −2,415−23.9% | Reduced |
| Carolina Wealth Advisors, LLC | 7,675 | $403.0K | 0.27% | −263−3.3% | Reduced |
| Sanders Morris Harris LLC | 7,681 | $403.0K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 7,706 | $404.0K | 0.32% | +20+0.3% | Added |
| Sittner & Nelson, LLC | 7,726 | $405.0K | 0.26% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7,682 | $406.0K | 0.09% | +41+0.5% | Added |
| SevenBridge Financial Group, LLC | 7,731 | $406.0K | 0.14% | +343+4.6% | Added |
| Institute for Wealth Management, LLC. | 7,749 | $407.0K | 0.07% | −96−1.2% | Reduced |
| Lyell Wealth Management, LP | 7,708 | $408.0K | 0.05% | 00.0% | Unchanged |
| Toews Corp | 7,800 | $409.0K | 0.05% | +7,800 | New |
| Accuvest Global Advisors | 7,797 | $409.0K | 0.19% | +7,797 | New |
| Front Street Capital Management, Inc. | 7,812 | $410.0K | 0.08% | +10.0% | Added |
| Minot Wealth Management LLC | 7,867 | $413.0K | 0.09% | +3,296+72.1% | Added |
| J. W. Coons Advisors, LLC | 7,904 | $414.0K | 0.14% | −2,019−20.3% | Reduced |
| Fox Run Management, L.L.C. | 7,889 | $414.0K | 0.26% | +7,889 | New |
| Overbrook Management Corp | 8,030 | $421.0K | 0.09% | −3,170−28.3% | Reduced |
| Occidental Asset Management, LLC | 8,025 | $421.0K | 0.11% | 00.0% | Unchanged |
| Lake Street Financial LLC | 8,018 | $421.0K | 0.10% | +662+9.0% | Added |
| Prentiss Smith & Co Inc | 8,043 | $422.0K | 0.21% | +1,166+17.0% | Added |
| MCF Advisors LLC | 8,064 | $423.0K | 0.04% | +1,545+23.7% | Added |
| Shufro Rose & Co LLC | 8,083 | $424.0K | 0.03% | +50+0.6% | Added |
| Advisors Preferred, LLC | 7,995 | $424.0K | 0.06% | +227+2.9% | Added |
| ELCO Management Co., LLC | 8,098 | $425.0K | 0.33% | +24+0.3% | Added |
| Wambolt & Associates, LLC | 8,036 | $426.0K | 0.17% | −953−10.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 8,111 | $426.0K | 0.14% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 8,153 | $428.0K | 0.14% | −548−6.3% | Reduced |
| Central Bank & Trust Co | 8,149 | $428.0K | 0.07% | −267−3.2% | Reduced |
| Tarbox Family Office, Inc. | 8,162 | $428.0K | 0.08% | −114−1.4% | Reduced |
| Gray Wealth Management Inc. | 8,180 | $429.0K | 0.24% | +61+0.8% | Added |
| Bienville Capital Management, LLC | 8,200 | $430.0K | 0.25% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 8,195 | $430.0K | 0.09% | +356+4.5% | Added |
| Hatton Consulting, Inc. | 8,201 | $430.0K | 0.32% | +456+5.9% | Added |
| Fort Pitt Capital Group, LLC | 8,221 | $431.0K | 0.02% | −9,430−53.4% | Reduced |
| Tiemann Investment Advisors, LLC | 8,209 | $431.0K | 0.20% | −512−5.9% | Reduced |
| SOA Wealth Advisors, LLC. | 8,260 | $433.0K | 0.11% | +15+0.2% | Added |
| Doheny Asset Management | 8,273 | $434.0K | 0.31% | 00.0% | Unchanged |
| Advisor Resource Council | 8,305 | $435.0K | 0.13% | −15,897−65.7% | Reduced |
| All Terrain Financial Advisors, LLC | 8,295 | $435.0K | 0.20% | +200+2.5% | Added |
| Collective Family Office LLC | 8,315 | $436.0K | 0.19% | +83+1.0% | Added |