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 |
|---|---|---|---|---|---|
| Circle Wealth Management, LLC | 10,004 | $525.0K | 0.08% | −495−4.7% | Reduced |
| Willis Investment Counsel | 10,000 | $525.0K | 0.03% | −34−0.3% | Reduced |
| OmniStar Financial Group, Inc. | 10,005 | $525.0K | 0.62% | +10,005 | New |
| Sofos Investments, Inc. | 9,093 | $527.0K | 0.38% | −11,875−56.6% | Reduced |
| MEMBERS Trust Co | 9,952 | $527.0K | 0.02% | −225−2.2% | Reduced |
| Silicon Hills Wealth Management, LLC | 10,043 | $527.0K | 0.36% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 10,055 | $528.0K | 0.09% | +223+2.3% | Added |
| Main Street Research LLC | 10,059 | $528.0K | 0.05% | +1,385+16.0% | Added |
| Berger Financial Group, Inc | 10,109 | $530.0K | 0.10% | −136−1.3% | Reduced |
| MONECO Advisors, LLC | 10,148 | $532.0K | 0.21% | −232−2.2% | Reduced |
| Bingham Osborn & Scarborough LLC | 10,132 | $532.0K | 0.04% | +1,196+13.4% | Added |
| Hillman Capital Management, Inc. | 10,183 | $534.0K | 0.19% | +5,602+122.3% | Added |
| Cubic Asset Management, LLC | 10,214 | $536.0K | 0.13% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 10,316 | $541.0K | 0.79% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 10,239 | $542.0K | 0.05% | +472+4.8% | Added |
| Icon Wealth Partners, LLC | 10,376 | $544.0K | 0.06% | −24,974−70.6% | Reduced |
| Evermay Wealth Management LLC | 10,401 | $546.0K | 0.11% | −639−5.8% | Reduced |
| Wrapmanager Inc | 10,426 | $547.0K | 0.14% | −93−0.9% | Reduced |
| Merit Financial Group, LLC | 10,447 | $548.0K | 0.06% | −50.0% | Reduced |
| Proficio Capital Partners LLC | 10,454 | $549.0K | 0.07% | −385−3.6% | Reduced |
| Hartford Financial Management Inc. | 10,467 | $549.0K | 0.14% | +41+0.4% | Added |
| Weather Gauge Advisory, LLC | 10,510 | $551.0K | 0.71% | +40.0% | Added |
| Blueprint Investment Partners LLC | 10,494 | $551.0K | 0.28% | +5,010+91.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,529 | $552.0K | 0.13% | −196−1.8% | Reduced |
| Claro Advisors LLC | 10,539 | $553.0K | 0.23% | +298+2.9% | Added |
| Lazard Freres Gestion S.A.S. | 10,445 | $553.0K | 0.02% | −32−0.3% | Reduced |
| M. Kulyk & Associates, LLC | 10,542 | $553.0K | 0.18% | +2,303+28.0% | Added |
| Plancorp, LLC | 10,572 | $555.0K | 0.04% | +1,963+22.8% | Added |
| State of Wyoming | 10,580 | $555.0K | 0.36% | +5,474+107.2% | Added |
| Te Ahumairangi Investment Management Ltd | 10,600 | $556.0K | 0.08% | 00.0% | Unchanged |
| Archer Investment Corp | 10,613 | $556.9K | 0.21% | +1,113+11.7% | Added |
| Clear Creek Financial Management, LLC | 10,607 | $557.0K | 0.09% | −68−0.6% | Reduced |
| Gilbert & Cook, Inc. | 10,608 | $557.0K | 0.10% | +378+3.7% | Added |
| Ifrah Financial Services, Inc. | 10,637 | $558.0K | 0.16% | −1,959−15.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 10,637 | $558.0K | 0.02% | +10,637 | New |
| Brandywine Trust Co | 10,682 | $560.0K | 0.20% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10,689 | $561.0K | 0.09% | +456+4.5% | Added |
| Kalos Management, Inc. | 10,118 | $564.0K | 0.16% | −2,241−18.1% | Reduced |
| Noesis Capital Mangement Corp | 10,754 | $564.0K | 0.11% | −50−0.5% | Reduced |
| Symphony Financial, Ltd. Co. | 10,673 | $565.0K | 0.20% | −1,980−15.6% | Reduced |
| Bennett Selby Investments LP | 10,789 | $566.0K | 0.37% | −2,100−16.3% | Reduced |
| Vivaldi Capital Management, LLC | 10,796 | $566.0K | 0.12% | −20.0% | Reduced |
| All Season Financial Advisors, Inc. | 10,795 | $566.0K | 0.46% | +29+0.3% | Added |
| Lion Street Advisors, LLC | 10,901 | $566.0K | 0.31% | +10,901 | New |
| Hutchinson Capital Management | 10,800 | $567.0K | 0.14% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 10,829 | $568.0K | 0.34% | −92−0.8% | Reduced |
| St. Louis Trust Co | 10,948 | $574.0K | 0.15% | −6,327−36.6% | Reduced |
| Archford Capital Strategies, LLC | 10,962 | $575.0K | 0.14% | +34+0.3% | Added |
| Laird Norton Trust Company, LLC | 10,957 | $575.0K | 0.06% | +538+5.2% | Added |
| Dakota Wealth Management | 10,963 | $575.0K | 0.07% | +1,265+13.0% | Added |
| WealthPLAN Partners, LLC | 10,433 | $576.0K | 0.04% | −633−5.7% | Reduced |
| Cambridge Advisors Inc. | 10,976 | $576.0K | 0.14% | +44+0.4% | Added |
| Prudent Man Advisors, LLC | 11,021 | $578.0K | 0.22% | −12−0.1% | Reduced |
| Keel Point, LLC | 11,043 | $579.0K | 0.08% | −36−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 11,054 | $580.0K | 0.13% | +210+1.9% | Added |
| Valmark Advisers, Inc. | 11,090 | $582.0K | 0.01% | −414−3.6% | Reduced |
| Traphagen Investment Advisors LLC | 11,174 | $586.3K | 0.11% | +106+1.0% | Added |
| ERTS Wealth Advisors, LLC | 11,187 | $587.0K | 0.15% | −16−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 11,182 | $587.0K | 0.07% | +1,412+14.5% | Added |
| Robinson Value Management, Ltd. | 11,200 | $588.0K | 0.52% | +1,200+12.0% | Added |
| Alliance Wealth Advisors, LLC | 11,231 | $589.0K | 0.52% | −72−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 11,262 | $591.0K | 0.09% | −1,535−12.0% | Reduced |
| Aspiriant, LLC | 11,337 | $591.0K | 0.03% | +9+0.1% | Added |
| Bridgewater Advisors Inc. | 11,272 | $591.0K | 0.16% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 11,256 | $591.0K | 0.41% | +500+4.6% | Added |
| King Wealth | 11,293 | $593.0K | 0.12% | +927+8.9% | Added |
| Mission Creek Capital Partners, Inc. | 11,335 | $595.0K | 0.11% | +30.0% | Added |
| Continuum Advisory, LLC | 38,381 | $596.0K | 0.16% | +28,312+281.2% | Added |
| Miracle Mile Advisors, LLC | 11,359 | $596.0K | 0.03% | +1,765+18.4% | Added |
| Middleton & Co Inc | 11,375 | $597.0K | 0.06% | −1,200−9.5% | Reduced |
| Broderick Brian C | 11,380 | $597.0K | 0.16% | −100−0.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,389 | $598.0K | 0.20% | +20.0% | Added |
| FSB Premier Wealth Management, Inc. | 11,422 | $599.0K | 0.30% | −740−6.1% | Reduced |
| SFMG, LLC | 11,415 | $599.0K | 0.07% | +497+4.6% | Added |
| Fiera Capital Corp | 11,431 | $600.0K | 0.00% | −19,405−62.9% | Reduced |
| Ethic Inc. | 11,464 | $602.0K | 0.06% | −484−4.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 11,495 | $603.0K | 0.22% | +30.0% | Added |
| Virtue Capital Management, LLC | 11,536 | $605.0K | 0.11% | −520−4.3% | Reduced |
| Kozak & Associates, Inc. | 10,712 | $606.0K | 0.36% | +10,712 | New |
| JB Capital LLC | 11,562 | $607.0K | 0.08% | +11,562 | New |
| Monetary Management Group Inc | 11,625 | $610.0K | 0.17% | +1,800+18.3% | Added |
| Bangor Savings Bank | 11,644 | $611.0K | 0.06% | −363−3.0% | Reduced |
| Forte Capital LLC | 11,676 | $613.0K | 0.08% | −529−4.3% | Reduced |
| Nations Financial Group Inc, | 11,725 | $615.0K | 0.09% | +6,424+121.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 11,702 | $616.0K | 0.01% | +1,397+13.6% | Added |
| Capital Square, LLC | 11,641 | $617.0K | 0.44% | +86+0.7% | Added |
| Sompo Asset Management Co., Ltd. | 11,810 | $619.0K | 0.14% | +11,810 | New |
| Great Diamond Partners, LLC | 11,841 | $621.0K | 0.17% | −401−3.3% | Reduced |
| Atwood & Palmer Inc | 11,859 | $622.0K | 0.06% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 11,854 | $622.0K | 0.17% | +14+0.1% | Added |
| Terril Brothers, Inc. | 11,875 | $623.0K | 0.15% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 11,894 | $624.0K | 0.10% | −75−0.6% | Reduced |
| GM Advisory Group, Inc. | 11,905 | $625.0K | 0.06% | −49−0.4% | Reduced |
| Edgestream Partners, L.P. | 11,913 | $625.0K | 0.04% | +7,945+200.2% | Added |
| 55I, LLC | 11,960 | $627.0K | 0.02% | +6,479+118.2% | Added |
| Elk River Wealth Management, LLC | 11,868 | $628.0K | 0.16% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 11,960 | $628.0K | 0.10% | +172+1.5% | Added |
| Cypress Point Wealth Management, LLC | 11,987 | $629.0K | 0.45% | +26+0.2% | Added |
| Accurate Wealth Management, LLC | 11,607 | $629.0K | 0.55% | +977+9.2% | Added |
| Signature Wealth Management Partners, LLC | 12,032 | $631.0K | 0.57% | +20.0% | Added |