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 |
|---|---|---|---|---|---|
| Boenning & Scattergood, Inc. | 43,203 | $2.27M | 0.40% | −182−0.4% | Reduced |
| Barings LLC | 43,007 | $2.26M | 0.05% | +16,974+65.2% | Added |
| Arden Trust Co | 42,996 | $2.26M | 0.39% | +1,703+4.1% | Added |
| Philadelphia Trust Co | 42,895 | $2.25M | 0.17% | −55,823−56.5% | Reduced |
| Transcend Wealth Collective, LLC | 41,061 | $2.24M | 0.20% | +41,061 | New |
| Perennial Investment Advisors, LLC | 42,646 | $2.24M | 0.79% | +239+0.6% | Added |
| Bragg Financial Advisors, Inc | 42,553 | $2.23M | 0.14% | +406+1.0% | Added |
| Verdence Capital Advisors LLC | 42,477 | $2.23M | 0.29% | +1,354+3.3% | Added |
| Investors Asset Management of Georgia Inc | 42,414 | $2.23M | 1.16% | +123+0.3% | Added |
| Telemus Capital, LLC | 42,132 | $2.21M | 0.19% | +1,221+3.0% | Added |
| Excalibur Management Corp | 42,062 | $2.21M | 0.97% | −235−0.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 42,021 | $2.21M | 0.80% | +484+1.2% | Added |
| Strategic Advisors LLC | 42,009 | $2.20M | 0.47% | +32,417+338.0% | Added |
| Wright Investors Service Inc | 41,826 | $2.19M | 0.62% | +2,682+6.9% | Added |
| Silver Lake Advisory, LLC | 41,782 | $2.19M | 1.08% | −281−0.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 41,623 | $2.18M | 1.39% | +27,844+202.1% | Added |
| Beck Mack & Oliver LLC | 41,613 | $2.18M | 0.06% | −1,645−3.8% | Reduced |
| Asset Management Corp | 41,601 | $2.18M | 1.37% | −728−1.7% | Reduced |
| Cornercap Investment Counsel Inc | 41,494 | $2.18M | 0.25% | +36,819+787.6% | Added |
| IHT Wealth Management, LLC | 41,434 | $2.17M | 0.18% | −4,593−10.0% | Reduced |
| Field & Main Bank | 41,334 | $2.17M | 1.43% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 41,265 | $2.17M | 0.00% | −867−2.1% | Reduced |
| Kempen Capital Management N.V. | 41,251 | $2.16M | 0.08% | −33,174−44.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 41,202 | $2.16M | 0.04% | +9,900+31.6% | Added |
| Resources Investment Advisors, LLC. | 40,930 | $2.15M | 0.09% | +4,392+12.0% | Added |
| Duff & Phelps Investment Management Co | 40,729 | $2.14M | 0.03% | −901−2.2% | Reduced |
| Global Retirement Partners, LLC | 40,704 | $2.14M | 0.21% | −893−2.1% | Reduced |
| Regent Investment Management LLC | 40,648 | $2.13M | 0.51% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 40,629 | $2.13M | 0.11% | +797+2.0% | Added |
| Sugarloaf Wealth Management, LLC | 40,601 | $2.13M | 0.56% | −90.0% | Reduced |
| Teza Capital Management LLC | 40,565 | $2.13M | 1.02% | −75,061−64.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,449 | $2.12M | 0.14% | −2,735−6.3% | Reduced |
| BSW Wealth Partners | 40,364 | $2.12M | 0.59% | −1,008−2.4% | Reduced |
| B. Riley Wealth Management, Inc. | 40,366 | $2.12M | 0.16% | +15,023+59.3% | Added |
| PKO Investment Management Joint-Stock Co | 40,308 | $2.11M | 0.25% | +6,245+18.3% | Added |
| Azzad Asset Management Inc | 40,289 | $2.11M | 0.31% | +202+0.5% | Added |
| Shepherd Financial Partners LLC | 40,198 | $2.11M | 0.41% | +505+1.3% | Added |
| Ancora Advisors, LLC | 39,933 | $2.10M | 0.05% | +3,458+9.5% | Added |
| Monte Financial Group, LLC | 39,868 | $2.09M | 1.20% | −19,379−32.7% | Reduced |
| RB Capital Management, LLC | 39,765 | $2.09M | 0.78% | +1,041+2.7% | Added |
| Walleye Trading LLC | 39,729 | $2.08M | 0.05% | −123−0.3% | Reduced |
| TCG Advisory Services, LLC | 39,555 | $2.08M | 0.55% | −814−2.0% | Reduced |
| Bank of Nova Scotia Trust Co | 39,395 | $2.07M | 0.19% | −2,150−5.2% | Reduced |
| St. Johns Investment Management Company, LLC | 39,369 | $2.07M | 1.14% | −1,385−3.4% | Reduced |
| Gratus Capital LLC | 39,357 | $2.06M | 0.22% | +2,016+5.4% | Added |
| Foster Dykema Cabot & Co Inc | 39,297 | $2.06M | 0.26% | −356−0.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 39,212 | $2.06M | 1.13% | +2,001+5.4% | Added |
| Laffer Tengler Investments | 39,158 | $2.05M | 0.59% | +10,732+37.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 39,123 | $2.05M | 0.25% | 00.0% | Unchanged |
| Roundview Capital LLC | 39,069 | $2.05M | 0.23% | +1,620+4.3% | Added |
| Allred Capital Management, LLC | 39,048 | $2.05M | 1.07% | −1,233−3.1% | Reduced |
| Checchi Capital Advisers, LLC | 39,019 | $2.05M | 0.25% | −103−0.3% | Reduced |
| DF Dent & Co Inc | 38,630 | $2.03M | 0.02% | −1,100−2.8% | Reduced |
| Coastal Investment Advisors, Inc. | 38,569 | $2.02M | 0.48% | +2,264+6.2% | Added |
| First Mercantile Trust Co | 38,563 | $2.02M | 0.27% | −1,993−4.9% | Reduced |
| Leelyn Smith, LLC | 38,546 | $2.02M | 0.59% | +212+0.6% | Added |
| Advisors Management Group Inc | 38,445 | $2.02M | 0.63% | −132−0.3% | Reduced |
| CFS Investment Advisory Services, LLC | 38,149 | $2.00M | 0.27% | +38,149 | New |
| Independent Investors Inc | 38,127 | $2.00M | 0.50% | −4,000−9.5% | Reduced |
| Members Capital Advisors Inc | 38,113 | $2.00M | 1.08% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 38,135 | $2.00M | 0.23% | +807+2.2% | Added |
| Mount Yale Investment Advisors, LLC | 38,074 | $2.00M | 0.23% | +13,385+54.2% | Added |
| First American Bank | 38,035 | $2.00M | 0.12% | −83−0.2% | Reduced |
| Private Capital Group, LLC | 37,508 | $1.98M | 0.45% | +73+0.2% | Added |
| Kavar Capital Partners Group, LLC | 37,739 | $1.98M | 0.45% | −66−0.2% | Reduced |
| TrimTabs Asset Management, LLC | 36,737 | $1.98M | 0.96% | +5,709+18.4% | Added |
| Country Club Trust Company, n.a. | 37,155 | $1.97M | 0.17% | −103−0.3% | Reduced |
| Nicolet Bankshares Inc | 37,521 | $1.97M | 0.51% | +528+1.4% | Added |
| Caption Management, LLC | 37,500 | $1.97M | 0.13% | +37,500 | New |
| Westwood Holdings Group Inc. | 37,495 | $1.97M | 0.02% | −50.0% | Reduced |
| Jag Capital Management, LLC | 37,398 | $1.96M | 0.15% | −484−1.3% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 37,226 | $1.95M | 1.30% | +1,784+5.0% | Added |
| Arkadios Wealth Advisors | 37,187 | $1.95M | 0.28% | −8,044−17.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 37,090 | $1.95M | 1.27% | −600−1.6% | Reduced |
| Gifford Fong Associates | 37,000 | $1.94M | 0.38% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 36,825 | $1.93M | 0.28% | −890−2.4% | Reduced |
| Bayesian Capital Management, LP | 36,800 | $1.93M | 0.56% | −27,900−43.1% | Reduced |
| Capital Analysts, LLC | 36,717 | $1.93M | 0.13% | +311+0.9% | Added |
| Signet Investment Advisory Group, Inc. | 36,695 | $1.93M | 1.21% | +2,935+8.7% | Added |
| Barr E S & Co | 36,638 | $1.92M | 0.14% | −958−2.5% | Reduced |
| Cacti Asset Management LLC | 36,600 | $1.92M | 0.16% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 36,597 | $1.92M | 0.66% | +3,989+12.2% | Added |
| Koshinski Asset Management, Inc. | 36,502 | $1.92M | 0.17% | +11,272+44.7% | Added |
| Papp L Roy & Associates | 36,457 | $1.91M | 0.24% | +140.0% | Added |
| Dohj, LLC | 33,886 | $1.91M | 0.90% | +3,133+10.2% | Added |
| Hollow Brook Wealth Management LLC | 36,284 | $1.90M | 1.18% | −294−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 36,271 | $1.90M | 0.09% | −7,930−17.9% | Reduced |
| NorthCoast Asset Management LLC | 36,227 | $1.90M | 0.07% | +59+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 38,169 | $1.90M | 0.12% | −3,217−7.8% | Reduced |
| Magnolia Capital Advisors LLC | 36,097 | $1.89M | 0.66% | +30,109+502.8% | Added |
| Capital Investment Advisory Services, LLC | 36,027 | $1.89M | 0.24% | −5,960−14.2% | Reduced |
| SeaCrest Wealth Management, LLC | 35,869 | $1.88M | 0.23% | −2,165−5.7% | Reduced |
| Allworth Financial LP | 35,519 | $1.86M | 0.03% | +22,065+164.0% | Added |
| Burney Co | 35,395 | $1.86M | 0.09% | −781−2.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 35,395 | $1.86M | 0.10% | −132−0.4% | Reduced |
| Providence Capital Advisors, LLC | 35,365 | $1.86M | 0.58% | +1,102+3.2% | Added |
| GYL Financial Synergies, LLC | 35,288 | $1.85M | 0.95% | +1,257+3.7% | Added |
| McKinley Carter Wealth Services, Inc. | 35,263 | $1.85M | 0.15% | +1,119+3.3% | Added |
| Stokes Family Office, LLC | 35,282 | $1.85M | 0.26% | +1,359+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 35,155 | $1.84M | 0.16% | −963−2.7% | Reduced |