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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 166,284 | $8.72M | 0.22% | +64,280+63.0% | Added |
| Leonteq Securities AG | 164,850 | $8.65M | 0.46% | +38,022+30.0% | Added |
| Founders Capital Management, LLC | 164,735 | $8.64M | 2.18% | −1,175−0.7% | Reduced |
| Prio Wealth Limited Partnership | 164,298 | $8.62M | 0.29% | −3,516−2.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 164,156 | $8.61M | 1.16% | +1,119+0.7% | Added |
| Atria Investments LLC | 164,004 | $8.61M | 0.16% | −8,233−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 162,536 | $8.60M | 0.16% | −4,016−2.4% | Reduced |
| Community Bank, N.A. | 163,840 | $8.60M | 1.05% | −92−0.1% | Reduced |
| Jacobs & Co | 163,749 | $8.59M | 0.99% | +2,022+1.3% | Added |
| Trustmark National Bank Trust Department | 162,807 | $8.54M | 0.69% | −4,781−2.9% | Reduced |
| Bartlett & Co. LLC | 162,536 | $8.53M | 0.16% | −4,016−2.4% | Reduced |
| Crestwood Advisors Group LLC | 162,018 | $8.50M | 0.24% | −877−0.5% | Reduced |
| Alerus Financial NA | 161,709 | $8.48M | 0.77% | −1,558−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 161,655 | $8.48M | 0.37% | −53,625−24.9% | Reduced |
| ProVise Management Group, LLC | 160,910 | $8.44M | 0.84% | +3,112+2.0% | Added |
| Blueshift Asset Management, LLC | 158,774 | $8.33M | 0.47% | +158,774 | New |
| Advisory Services Network, LLC | 158,230 | $8.30M | 0.26% | +8,033+5.3% | Added |
| Ameritas Investment Partners, Inc. | 157,471 | $8.26M | 0.30% | −1,888−1.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 157,479 | $8.26M | 0.52% | +4,200+2.7% | Added |
| Colonial Trust Advisors | 156,867 | $8.23M | 1.02% | −134−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 156,779 | $8.23M | 0.56% | +2,724+1.8% | Added |
| Gradient Investments LLC | 156,084 | $8.19M | 0.23% | −760.0% | Reduced |
| Patton Albertson Miller Group, LLC | 155,439 | $8.16M | 1.56% | +10,019+6.9% | Added |
| Engineers Gate Manager LP | 153,931 | $8.08M | 0.46% | +124,352+420.4% | Added |
| Capital Investment Counsel, Inc | 153,919 | $8.08M | 1.78% | −1,055−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 153,231 | $8.04M | 0.30% | +10,944+7.7% | Added |
| Achmea Investment Management B.V. | 153,022 | $8.03M | 0.24% | +6,171+4.2% | Added |
| Saratoga Research & Investment Management | 152,972 | $8.03M | 0.37% | −4,436−2.8% | Reduced |
| People's United Financial, Inc. | 152,101 | $7.98M | 0.18% | −842−0.6% | Reduced |
| Guyasuta Investment Advisors Inc | 152,030 | $7.98M | 0.57% | +1,333+0.9% | Added |
| Edge Wealth Management LLC | 150,893 | $7.92M | 1.54% | +6,013+4.2% | Added |
| Tower Research Capital LLC (TRC) | 150,542 | $7.90M | 0.20% | +13,060+9.5% | Added |
| Berkshire Asset Management LLC | 150,315 | $7.89M | 0.53% | −324−0.2% | Reduced |
| American Assets Investment Management, LLC | 150,060 | $7.87M | 0.98% | +5,000+3.4% | Added |
| Alight Capital Management LP | 150,000 | $7.87M | 2.89% | −150,000−50.0% | Reduced |
| Motco | 149,319 | $7.83M | 0.51% | +7,985+5.6% | Added |
| WESPAC Advisors SoCal, LLC | 147,228 | $7.82M | 2.55% | +5,323+3.8% | Added |
| Sky Investment Group LLC | 147,494 | $7.74M | 1.72% | −1,387−0.9% | Reduced |
| RPG Investment Advisory, LLC | 146,018 | $7.66M | 1.26% | +675+0.5% | Added |
| Dearborn Partners LLC | 145,418 | $7.63M | 0.31% | −1,564−1.1% | Reduced |
| Miramar Capital, LLC | 145,347 | $7.63M | 3.04% | +7,990+5.8% | Added |
| Siemens Fonds Invest GmbH | 145,257 | $7.62M | 0.51% | +5,735+4.1% | Added |
| Corient Capital Partners, LLC | 145,153 | $7.62M | 0.56% | −449−0.3% | Reduced |
| Stonebridge Capital Management Inc | 144,914 | $7.60M | 2.79% | −1,850−1.3% | Reduced |
| Brinker Capital Investments, LLC | 139,349 | $7.56M | 0.12% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 142,515 | $7.48M | 0.14% | +2,223+1.6% | Added |
| Chemung Canal Trust Co | 141,803 | $7.44M | 1.43% | +2,861+2.1% | Added |
| Palladium Partners LLC | 141,314 | $7.42M | 0.34% | −1,030−0.7% | Reduced |
| Jarislowsky, Fraser Ltd | 140,959 | $7.40M | 0.04% | −9,319−6.2% | Reduced |
| Greenwood Capital Associates LLC | 140,774 | $7.39M | 1.13% | +87+0.1% | Added |
| Bislett Management, LLC | 140,000 | $7.35M | 3.65% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 139,965 | $7.34M | 1.46% | −375−0.3% | Reduced |
| Cresset Asset Management, LLC | 138,764 | $7.34M | 0.10% | +39,176+39.3% | Added |
| Group One Trading, L.P. | 139,800 | $7.33M | 0.16% | +92,551+195.9% | Added |
| Timucuan Asset Management Inc | 139,736 | $7.33M | 0.28% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 136,582 | $7.17M | 2.19% | −103−0.1% | Reduced |
| Everett Harris & Co | 136,050 | $7.14M | 0.11% | −2,595−1.9% | Reduced |
| Howe & Rusling Inc | 135,940 | $7.13M | 0.90% | −2,936−2.1% | Reduced |
| Hutner Capital Management Inc | 135,557 | $7.11M | 4.65% | −846−0.6% | Reduced |
| Patten & Patten Inc | 135,159 | $7.09M | 0.54% | −5,691−4.0% | Reduced |
| AMG National Trust Bank | 135,035 | $7.08M | 0.23% | +411+0.3% | Added |
| Illinois Municipal Retirement Fund | 134,991 | $7.08M | 0.26% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 134,836 | $7.07M | 0.14% | +6,873+5.4% | Added |
| West Paces Advisors Inc. | 134,364 | $7.05M | 2.47% | +87,938+189.4% | Added |
| Capula Management Ltd | 134,125 | $7.04M | 0.54% | +106,499+385.5% | Added |
| Nippon Life Global Investors Americas, Inc. | 132,950 | $6.98M | 0.36% | −17,100−11.4% | Reduced |
| Monarch Capital Management Inc | 132,976 | $6.98M | 1.94% | +634+0.5% | Added |
| BancorpSouth Bank | 132,531 | $6.95M | 0.97% | +552+0.4% | Added |
| KMG Fiduciary Partners, LLC | 132,503 | $6.95M | 1.18% | +4,243+3.3% | Added |
| Azimuth Capital Management LLC | 132,402 | $6.95M | 0.30% | +3,651+2.8% | Added |
| TownSquare Capital, LLC | 132,250 | $6.94M | 0.20% | +25,318+23.7% | Added |
| Jensen Investment Management Inc | 131,804 | $6.92M | 0.05% | 00.0% | Unchanged |
| Equitable Trust Co | 130,816 | $6.86M | 0.44% | +3,718+2.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 130,738 | $6.86M | 0.49% | +4,574+3.6% | Added |
| Boston Private Wealth LLC | 129,360 | $6.79M | 0.09% | +1,831+1.4% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 128,696 | $6.75M | 0.16% | +21,355+19.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 128,600 | $6.75M | 0.07% | −5,137−3.8% | Reduced |
| MAI Capital Management | 128,205 | $6.73M | 0.13% | +547+0.4% | Added |
| Wedbush Securities Inc | 127,317 | $6.68M | 0.32% | +5,819+4.8% | Added |
| Moors & Cabot, Inc. | 127,737 | $6.67M | 0.42% | −240.0% | Reduced |
| Petrus Trust Company, LTA | 126,104 | $6.62M | 0.73% | +1,049+0.8% | Added |
| Simplex Trading, LLC | 122,431 | $6.61M | 0.23% | −5,200−4.1% | Reduced |
| Wesleyan Assurance Society | 125,000 | $6.56M | 0.84% | 00.0% | Unchanged |
| Bank of the West | 124,193 | $6.52M | 0.68% | +3,598+3.0% | Added |
| RSM US Wealth Management LLC | 123,189 | $6.51M | 0.35% | +597+0.5% | Added |
| Fiduciary Group LLC | 119,425 | $6.50M | 0.74% | −3,622−2.9% | Reduced |
| Farmers & Merchants Investments Inc | 123,957 | $6.50M | 0.27% | −1,107−0.9% | Reduced |
| Waverton Investment Management Ltd | 123,360 | $6.47M | 0.26% | +15,875+14.8% | Added |
| TD Private Client Wealth LLC | 123,085 | $6.46M | 0.28% | +2,274+1.9% | Added |
| Birch Hill Investment Advisors LLC | 122,581 | $6.43M | 0.35% | +11,927+10.8% | Added |
| Montecito Bank & Trust | 122,454 | $6.42M | 1.25% | −2,700−2.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 122,235 | $6.41M | 1.19% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 121,000 | $6.35M | 0.09% | −1,809−1.5% | Reduced |
| Opus Investment Management Inc | 121,000 | $6.35M | 0.97% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 119,863 | $6.29M | 1.70% | +330.0% | Added |
| Cigna Investments Inc | 119,517 | $6.27M | 0.47% | −2,292−1.9% | Reduced |
| Sigma Planning Corp | 118,904 | $6.24M | 0.19% | +2,778+2.4% | Added |
| Moreno Evelyn V | 118,275 | $6.21M | 1.46% | −3,013−2.5% | Reduced |
| Reik & Co., LLC | 118,237 | $6.20M | 1.61% | +1,480+1.3% | Added |
| TCTC Holdings, LLC | 117,434 | $6.16M | 0.28% | +1,984+1.7% | Added |