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 | 3,583 | $241.9B |
| Q4 2025 | 3,483 | $222.6B |
| Q3 2025 | 3,287 | $205.8B |
| Q2 2025 | 3,367 | $223.1B |
| Q1 2025 | 3,374 | $225.1B |
| Q4 2024 | 3,288 | $193.5B |
| Q3 2024 | 3,145 | $223.2B |
| Q2 2024 | 3,042 | $196.3B |
| Q1 2024 | 2,988 | $186.4B |
| Q4 2023 | 2,999 | $178.6B |
| Q3 2023 | 2,835 | $169.4B |
| Q2 2023 | 2,888 | $182.9B |
| Q1 2023 | 2,881 | $187.9B |
| Q4 2022 | 2,884 | $193.4B |
| Q3 2022 | 2,742 | $169.7B |
| Q2 2022 | 2,779 | $189.8B |
| Q1 2022 | 2,768 | $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 |
|---|---|---|---|---|---|
| Ropes Wealth Advisors LLC | 54,541 | $2.86M | 0.46% | +2,502+4.8% | Added |
| Sigma Investment Counselors Inc | 54,448 | $2.86M | 0.21% | +1,637+3.1% | Added |
| Weatherly Asset Management L. P. | 54,230 | $2.85M | 0.35% | −554−1.0% | Reduced |
| Callahan Advisors, LLC | 54,201 | $2.84M | 0.36% | +7,209+15.3% | Added |
| Veriti Management LLC | 54,168 | $2.84M | 0.40% | +4,341+8.7% | Added |
| Jackson Hole Capital Partners, LLC | 54,020 | $2.83M | 0.93% | +2,385+4.6% | Added |
| Beech Hill Advisors, Inc. | 53,915 | $2.83M | 1.17% | −85−0.2% | Reduced |
| Pavion Blue Capital, LLC | 53,830 | $2.82M | 1.75% | +351+0.7% | Added |
| KCM Investment Advisors LLC | 53,822 | $2.82M | 0.11% | +2,374+4.6% | Added |
| Reilly Financial Advisors, LLC | 53,615 | $2.81M | 0.24% | +5,600+11.7% | Added |
| CX Institutional | 53,444 | $2.80M | 0.23% | +28,396+113.4% | Added |
| Community Financial Services Group, LLC | 53,421 | $2.80M | 0.76% | +919+1.8% | Added |
| Cypress Asset Management Inc | 52,825 | $2.77M | 0.72% | −90−0.2% | Reduced |
| Truehand, Inc | 52,761 | $2.77M | 1.64% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 52,526 | $2.76M | 0.50% | +3,668+7.5% | Added |
| Chickasaw Capital Management LLC | 52,447 | $2.75M | 0.14% | −275−0.5% | Reduced |
| Picton Mahoney Asset Management | 52,293 | $2.74M | 0.11% | +80+0.2% | Added |
| Burke & Herbert Bank & Trust Co | 52,216 | $2.74M | 1.77% | +429+0.8% | Added |
| PFG Advisors | 52,134 | $2.73M | 0.31% | −493−0.9% | Reduced |
| Soltis Investment Advisors LLC | 52,100 | $2.73M | 0.42% | +3,021+6.2% | Added |
| Pittenger & Anderson Inc | 51,963 | $2.73M | 0.14% | +2,617+5.3% | Added |
| Buckhead Capital Management LLC | 51,902 | $2.72M | 0.61% | +223+0.4% | Added |
| Connolly Sarah T. | 51,839 | $2.72M | 2.24% | −675−1.3% | Reduced |
| Heritage Way Advisors, LLC | 51,697 | $2.71M | 1.13% | −151−0.3% | Reduced |
| Keating Investment Counselors Inc | 51,621 | $2.71M | 1.27% | −365−0.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 51,625 | $2.71M | 0.24% | +1,503+3.0% | Added |
| Cohen Lawrence B | 51,579 | $2.71M | 1.43% | −3,763−6.8% | Reduced |
| Pitcairn Co | 51,277 | $2.69M | 0.19% | −3,873−7.0% | Reduced |
| Kingsview Wealth Management, LLC | 51,130 | $2.68M | 0.13% | +1,526+3.1% | Added |
| Aureus Asset Management, LLC | 50,981 | $2.67M | 0.18% | +4,305+9.2% | Added |
| Centaurus Financial, Inc. | 50,773 | $2.66M | 0.22% | −5,033−9.0% | Reduced |
| Trustco Bank Corp N Y | 50,774 | $2.66M | 2.48% | −354−0.7% | Reduced |
| Trust Co of Vermont | 50,589 | $2.65M | 0.19% | −756−1.5% | Reduced |
| Violich Capital Management, Inc. | 50,603 | $2.65M | 0.43% | +2,575+5.4% | Added |
| Resource Planning Group | 50,549 | $2.65M | 1.67% | −1,243−2.4% | Reduced |
| Vestor Capital, LLC | 50,239 | $2.64M | 0.28% | −154−0.3% | Reduced |
| Cambridge Trust Co | 50,144 | $2.63M | 0.10% | −538−1.1% | Reduced |
| BLB&B Advisors, LLC | 50,057 | $2.63M | 0.18% | +1,803+3.7% | Added |
| Franklin Street Capital Partners, LLC | 50,000 | $2.62M | 2.30% | +20,000+66.7% | Added |
| Doyle Wealth Management | 49,993 | $2.62M | 0.21% | +3,034+6.5% | Added |
| GFS Advisors, LLC | 49,970 | $2.62M | 0.57% | −630−1.2% | Reduced |
| Boston Trust Walden Corp | 49,872 | $2.62M | 0.02% | +56+0.1% | Added |
| Anchor Capital Advisors LLC | 49,851 | $2.62M | 0.05% | −3,765−7.0% | Reduced |
| We Are One Seven, LLC | 45,874 | $2.59M | 0.33% | +7,812+20.5% | Added |
| Community Trust & Investment Co | 49,252 | $2.58M | 0.22% | +33,969+222.3% | Added |
| Regent Peak Wealth Advisors LLC | 147,246 | $2.58M | 0.74% | +97,012+193.1% | Added |
| Plimoth Trust Co LLC | 48,655 | $2.55M | 0.72% | −3,263−6.3% | Reduced |
| Empirical Finance, LLC | 48,652 | $2.55M | 0.38% | +2,793+6.1% | Added |
| Synergy Financial Management, LLC | 48,660 | $2.55M | 0.59% | +48,660 | New |
| MD Financial Management Inc. | 48,482 | $2.54M | 0.06% | +5,690+13.3% | Added |
| Hikari Power Ltd | 48,400 | $2.54M | 0.25% | 00.0% | Unchanged |
| Savant Capital, LLC | 48,331 | $2.54M | 0.09% | +715+1.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 48,272 | $2.53M | 1.27% | −4,700−8.9% | Reduced |
| Keystone Financial Planning, Inc. | 48,222 | $2.53M | 0.92% | +2,501+5.5% | Added |
| Good Life Advisors, LLC | 48,214 | $2.53M | 0.34% | +29,744+161.0% | Added |
| United Fire Group Inc | 48,000 | $2.52M | 1.26% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 47,892 | $2.51M | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 47,742 | $2.50M | 1.63% | −590−1.2% | Reduced |
| Citadel Investment Advisory, Inc. | 47,686 | $2.50M | 1.55% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 47,523 | $2.49M | 0.17% | +1,113+2.4% | Added |
| Palisade Asset Management, LLC | 47,409 | $2.49M | 0.30% | −77−0.2% | Reduced |
| Bogart Wealth, LLC | 47,011 | $2.47M | 0.25% | +7,086+17.7% | Added |
| Harbour Investment Management LLC | 46,921 | $2.46M | 1.25% | −1,010−2.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 46,877 | $2.46M | 1.42% | −2,013−4.1% | Reduced |
| Northeast Investment Management | 46,715 | $2.45M | 0.13% | +2,821+6.4% | Added |
| Kinloch Capital, LLC | 46,581 | $2.44M | 1.73% | +3,376+7.8% | Added |
| Boston Family Office LLC | 46,565 | $2.44M | 0.18% | −15,250−24.7% | Reduced |
| Howland Capital Management LLC | 46,561 | $2.44M | 0.13% | −4,552−8.9% | Reduced |
| Wellington Shields Capital Management, LLC | 46,544 | $2.44M | 0.33% | −10,797−18.8% | Reduced |
| Xcel Wealth Management, LLC | 46,398 | $2.44M | 0.71% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 43,195 | $2.43M | 0.98% | +95+0.2% | Added |
| Moneta Group Investment Advisors LLC | 46,122 | $2.42M | 0.11% | −2,871−5.9% | Reduced |
| Trust Co of Virginia | 46,119 | $2.42M | 0.27% | −191−0.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 45,805 | $2.40M | 0.82% | −681−1.5% | Reduced |
| Prospera Financial Services Inc | 45,591 | $2.39M | 0.12% | −1,829−3.9% | Reduced |
| Mutual Advisors, LLC | 45,307 | $2.38M | 0.14% | +7,513+19.9% | Added |
| Gamble Jones Investment Counsel | 45,186 | $2.37M | 0.16% | −1,190−2.6% | Reduced |
| ACG Wealth | 45,158 | $2.37M | 0.31% | +559+1.3% | Added |
| Aprio Wealth Management, LLC | 45,101 | $2.37M | 1.08% | −3,599−7.4% | Reduced |
| AlphaStar Capital Management, LLC | 43,511 | $2.37M | 0.16% | +38,956+855.2% | Added |
| Shelton Capital Management | 45,034 | $2.36M | 0.09% | +8,016+21.7% | Added |
| Occudo Quantitative Strategies LP | 44,859 | $2.35M | 0.28% | +35,927+402.2% | Added |
| WMS Partners, LLC | 44,647 | $2.34M | 0.34% | −2,576−5.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 44,659 | $2.34M | 0.74% | +1,414+3.3% | Added |
| Asset Dedication, LLC | 44,574 | $2.34M | 0.31% | −88−0.2% | Reduced |
| Atlantic Union Bankshares Corp | 44,445 | $2.33M | 0.22% | −2,228−4.8% | Reduced |
| Qtron Investments LLC | 44,452 | $2.33M | 0.63% | +20,172+83.1% | Added |
| FDx Advisors, Inc. | 44,407 | $2.33M | 0.07% | −7,902−15.1% | Reduced |
| Intrua Financial, LLC | 41,944 | $2.33M | 0.43% | +4,427+11.8% | Added |
| Bremer Bank National Association | 44,342 | $2.33M | 0.46% | −161−0.4% | Reduced |
| First PREMIER Bank | 44,241 | $2.32M | 0.66% | −1,620−3.5% | Reduced |
| Emfo, LLC | 44,255 | $2.32M | 2.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 44,176 | $2.32M | 0.23% | +20,163+84.0% | Added |
| Robbins Farley LLC | 44,179 | $2.32M | 1.71% | +44,179 | New |
| Perigon Wealth Management, LLC | 43,977 | $2.31M | 0.20% | +6,886+18.6% | Added |
| Gillespie Robinson & Grimm Inc | 43,916 | $2.30M | 0.19% | +39,216+834.4% | Added |
| Ellsworth Advisors, LLC | 43,849 | $2.30M | 1.05% | +12,191+38.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 43,803 | $2.30M | 0.12% | −6,307−12.6% | Reduced |
| Cypress Capital Management LLC | 42,180 | $2.28M | 0.30% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 43,214 | $2.27M | 0.12% | +2,095+5.1% | Added |