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 |
|---|---|---|---|---|---|
| Israel Discount Bank of New York | 12,054 | $633.0K | 0.43% | +12,054 | New |
| Carret Asset Management, LLC | 12,083 | $634.0K | 0.08% | −1,294−9.7% | Reduced |
| Parkside Financial Bank & Trust | 12,104 | $635.0K | 0.19% | −6,228−34.0% | Reduced |
| KC Investment Advisors, LLC | 12,129 | $636.0K | 0.51% | +122+1.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 12,113 | $636.0K | 0.46% | +4,237+53.8% | Added |
| Maple Capital Management, Inc. | 12,161 | $638.0K | 0.08% | 00.0% | Unchanged |
| Sierra Capital LLC | 12,152 | $638.0K | 0.11% | 00.0% | Unchanged |
| Biglari, Sardar | 12,167 | $638.0K | 4.95% | +12,167 | New |
| Formidable Asset Management, LLC | 12,194 | $640.0K | 0.12% | +100+0.8% | Added |
| BCS Wealth Management | 12,203 | $640.0K | 0.27% | +1,633+15.4% | Added |
| Clark Capital Management Group, Inc. | 12,226 | $641.0K | 0.01% | +2,977+32.2% | Added |
| Murphy Pohlad Asset Management LLC | 12,301 | $645.0K | 0.26% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 12,313 | $646.0K | 0.32% | +111+0.9% | Added |
| Pinnacle Holdings, LLC | 12,319 | $646.4K | 0.28% | −279−2.2% | Reduced |
| Arbor Investment Advisors, LLC | 12,351 | $648.0K | 0.13% | +10.0% | Added |
| Camden National Bank | 12,342 | $648.0K | 0.12% | +488+4.1% | Added |
| Intellectus Partners, LLC | 12,318 | $651.0K | 0.16% | +21+0.2% | Added |
| Capital Wealth Planning, LLC | 12,421 | $652.0K | 0.02% | −286−2.3% | Reduced |
| Alhambra Investment Partners LLC | 12,438 | $653.0K | 0.50% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 12,460 | $654.0K | 0.30% | −241−1.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 12,468 | $654.0K | 0.24% | +230+1.9% | Added |
| ForthRight Wealth Management, LLC | 12,528 | $657.0K | 0.40% | +5,079+68.2% | Added |
| Monument Capital Management | 12,560 | $659.0K | 0.22% | +1,071+9.3% | Added |
| Montag & Caldwell, LLC | 12,579 | $660.0K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 12,615 | $662.0K | 0.18% | +30.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 12,649 | $664.0K | 0.14% | +237+1.9% | Added |
| GHP Investment Advisors, Inc. | 12,716 | $667.0K | 0.05% | +164+1.3% | Added |
| Aptus Capital Advisors, LLC | 12,658 | $669.0K | 0.03% | −3,563−22.0% | Reduced |
| First Command Bank | 12,793 | $671.0K | 0.12% | −349−2.7% | Reduced |
| First Command Financial Services, Inc. | 12,793 | $671.0K | 0.12% | −349−2.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 13,588 | $671.0K | 0.01% | +1,655+13.9% | Added |
| Charter Research & Investment Group, Inc. | 12,835 | $673.0K | 0.56% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 12,836 | $674.0K | 0.19% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 12,845 | $674.0K | 0.56% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 13,915 | $674.0K | 0.27% | +4,983+55.8% | Added |
| Legacy Wealth Management, LLC | 12,890 | $676.3K | 0.36% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 12,965 | $680.0K | 0.07% | −998−7.1% | Reduced |
| Tobam | 12,953 | $680.0K | 0.03% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 12,961 | $680.0K | 0.06% | +917+7.6% | Added |
| First National Bank & Trust Co of Newtown | 12,984 | $681.0K | 0.14% | 00.0% | Unchanged |
| DAGCO, Inc. | 13,002 | $682.0K | 0.29% | −2,498−16.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 12,998 | $682.0K | 0.04% | +145+1.1% | Added |
| Marietta Investment Partners LLC | 13,022 | $683.0K | 0.16% | −1,000−7.1% | Reduced |
| Harbor Investment Advisory, LLC | 13,024 | $683.0K | 0.09% | +949+7.9% | Added |
| Paradigm Financial Advisors, LLC | 13,033 | $684.0K | 0.16% | −1,590−10.9% | Reduced |
| Duncker Streett & Co Inc | 13,042 | $684.0K | 0.13% | −631−4.6% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 12,980 | $687.0K | 0.43% | −100−0.8% | Reduced |
| Essex Private Wealth Management, LLC | 13,154 | $690.0K | 0.63% | −184−1.4% | Reduced |
| LS Investment Advisors, LLC | 13,160 | $691.0K | 0.09% | 00.0% | Unchanged |
| NFC Investments, LLC | 13,164 | $691.0K | 0.15% | 00.0% | Unchanged |
| Carlson Capital Management | 13,163 | $691.0K | 0.07% | +495+3.9% | Added |
| Mayfair Advisory Group, LLC | 13,055 | $692.0K | 1.06% | +8+0.1% | Added |
| Tiedemann Advisors, LLC | 13,170 | $697.0K | 0.04% | −3,991−23.3% | Reduced |
| Detalus Advisors, LLC | 13,288 | $697.0K | 0.35% | −1,200−8.3% | Reduced |
| Altavista Wealth Management, Inc. | 13,285 | $697.0K | 0.15% | +35+0.3% | Added |
| MBA Advisors LLC | 13,279 | $697.0K | 0.51% | +293+2.3% | Added |
| Constitution Capital LLC | 13,378 | $702.0K | 0.42% | −3,110−18.9% | Reduced |
| Knott David M | 13,400 | $703.0K | 0.29% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 13,391 | $703.0K | 0.28% | +1,258+10.4% | Added |
| Wills Financial Group, Inc. | 13,456 | $706.0K | 0.32% | −262−1.9% | Reduced |
| GW&K Investment Management, LLC | 13,480 | $707.0K | 0.01% | −235−1.7% | Reduced |
| Alpha Omega Wealth Management LLC | 13,480 | $707.0K | 0.12% | −200−1.5% | Reduced |
| Aspireon Wealth Advisors | 13,492 | $708.0K | 0.51% | −434−3.1% | Reduced |
| Park Circle Co | 13,500 | $708.0K | 0.58% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 13,572 | $712.0K | 0.02% | −2,345−14.7% | Reduced |
| Full Sail Capital, LLC | 13,596 | $713.0K | 0.06% | 00.0% | Unchanged |
| Gleason Group, Inc. | 13,590 | $713.0K | 0.26% | +105+0.8% | Added |
| Dorsey & Whitney Trust CO LLC | 13,577 | $714.0K | 0.07% | −623−4.4% | Reduced |
| Pioneer Trust Bank N A | 13,615 | $714.0K | 0.20% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 13,636 | $715.0K | 0.23% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,669 | $717.0K | 0.04% | −2,658−16.3% | Reduced |
| Palumbo Wealth Management LLC | 13,690 | $718.0K | 0.47% | −1,944−12.4% | Reduced |
| Paradigm Asset Management Co LLC | 13,700 | $718.8K | 0.20% | −700−4.9% | Reduced |
| Delta Financial Advisors LLC | 13,709 | $719.0K | 0.32% | +32+0.2% | Added |
| First National Bank of South Miami | 13,708 | $719.0K | 0.48% | +323+2.4% | Added |
| Dividend Assets Capital, LLC | 13,718 | $720.0K | 0.14% | −720−5.0% | Reduced |
| Wealth Alliance | 13,718 | $720.0K | 0.16% | −470−3.3% | Reduced |
| Essex Investment Management Co LLC | 13,757 | $722.0K | 0.09% | +225+1.7% | Added |
| Glen Eagle Advisors, LLC | 13,826 | $725.4K | 0.21% | +356+2.6% | Added |
| Redmond Asset Management, LLC | 13,872 | $728.0K | 0.23% | −1,134−7.6% | Reduced |
| Headinvest, LLC | 13,867 | $728.0K | 0.14% | +19+0.1% | Added |
| Adams Wealth Management | 13,993 | $734.0K | 0.29% | −1,957−12.3% | Reduced |
| Ashfield Capital Partners, LLC | 13,990 | $734.0K | 0.05% | −602−4.1% | Reduced |
| Aspen Investment Management Inc | 13,996 | $734.0K | 0.39% | +431+3.2% | Added |
| Aristotle Atlantic Partners, LLC | 14,000 | $735.0K | 0.05% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 14,000 | $735.0K | 0.01% | +7,600+118.8% | Added |
| Sunbelt Securities, Inc. | 13,110 | $739.0K | 0.13% | 00.0% | Unchanged |
| X-Square Capital, LLC | 14,099 | $740.0K | 0.38% | +1,116+8.6% | Added |
| Private Portfolio Partners LLC | 14,124 | $741.1K | 0.21% | +7,207+104.2% | Added |
| Lumature Wealth Partners, LLC | 14,184 | $744.0K | 0.30% | −752−5.0% | Reduced |
| Trust Co of Oklahoma | 14,202 | $745.2K | 0.27% | +173+1.2% | Added |
| LexAurum Advisors, LLC | 14,232 | $747.0K | 0.22% | +20.0% | Added |
| America First Investment Advisors, LLC | 14,277 | $749.0K | 0.23% | +1,310+10.1% | Added |
| Blue Edge Capital, LLC | 14,280 | $749.3K | 0.16% | −553−3.7% | Reduced |
| Hirtle Callaghan & Co LLC | 14,424 | $757.0K | 0.04% | +14,424 | New |
| Keudell/Morrison Wealth Management | 14,444 | $758.0K | 0.33% | −250−1.7% | Reduced |
| Naples Global Advisors, LLC | 14,465 | $759.0K | 0.10% | +741+5.4% | Added |
| Burns Matteson Capital Management, LLC | 14,468 | $759.1K | 0.57% | 00.0% | Unchanged |
| Saybrook Capital | 14,565 | $764.0K | 0.21% | −600−4.0% | Reduced |
| Stableford Capital II LLC | 13,997 | $764.0K | 0.39% | −386−2.7% | Reduced |