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 |
|---|---|---|---|---|---|
| Greylin Investment Mangement Inc | 117,313 | $6.16M | 1.26% | −113−0.1% | Reduced |
| Banque Pictet & Cie SA | 115,360 | $6.05M | 0.06% | +2,000+1.8% | Added |
| Old National Bancorp | 115,013 | $6.04M | 0.23% | −5,955−4.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 114,786 | $6.02M | 0.09% | −7,280−6.0% | Reduced |
| Strategic Wealth Designers | 114,921 | $6.01M | 1.80% | +21,268+22.7% | Added |
| Thomasville National Bank | 114,200 | $5.99M | 0.62% | −9,374−7.6% | Reduced |
| Viking Fund Management LLC | 114,000 | $5.98M | 1.73% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 113,660 | $5.96M | 0.33% | −182−0.2% | Reduced |
| Brookstone Capital Management | 109,649 | $5.95M | 0.11% | +16,996+18.3% | Added |
| Canandaigua National Corp | 113,018 | $5.93M | 0.97% | +793+0.7% | Added |
| Southeast Asset Advisors Inc. | 112,677 | $5.91M | 0.97% | +110+0.1% | Added |
| Bank of Hawaii | 111,988 | $5.88M | 0.33% | −4,409−3.8% | Reduced |
| Atticus Wealth Management, LLC | 111,503 | $5.85M | 2.57% | −5,633−4.8% | Reduced |
| Westfield Capital Management Co LP | 111,255 | $5.84M | 0.04% | −1,000−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 111,075 | $5.83M | 0.14% | +35,796+47.6% | Added |
| American Century Companies Inc | 110,559 | $5.80M | 0.00% | +35,266+46.8% | Added |
| Campbell Capital Management Inc | 110,312 | $5.79M | 2.54% | −8,710−7.3% | Reduced |
| Everence Capital Management Inc | 110,160 | $5.78M | 0.47% | 00.0% | Unchanged |
| IBM Retirement Fund | 109,663 | $5.75M | 0.45% | +180+0.2% | Added |
| Bedell Frazier Investment Counseling, LLC | 109,488 | $5.75M | 1.58% | +3,934+3.7% | Added |
| Murphy Capital Management Inc | 109,230 | $5.73M | 0.67% | −3,528−3.1% | Reduced |
| Atwater Malick LLC | 109,020 | $5.72M | 3.02% | +3,223+3.0% | Added |
| German American Bancorp, Inc. | 108,427 | $5.69M | 0.88% | +3,633+3.5% | Added |
| Auxier Asset Management | 108,366 | $5.69M | 0.96% | −4,540−4.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 108,349 | $5.68M | 0.13% | −5,632−4.9% | Reduced |
| Horizon Investments, LLC | 108,194 | $5.68M | 0.18% | +30,904+40.0% | Added |
| National Asset Management, Inc. | 107,522 | $5.65M | 0.18% | +2,377+2.3% | Added |
| City Holding Co | 107,572 | $5.64M | 0.96% | −1,852−1.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 107,475 | $5.64M | 0.23% | −77−0.1% | Reduced |
| Adell Harriman & Carpenter Inc | 107,357 | $5.63M | 0.59% | +1,567+1.5% | Added |
| Bull Street Advisors, LLC | 106,482 | $5.59M | 2.88% | +915+0.9% | Added |
| Regentatlantic Capital LLC | 106,246 | $5.58M | 0.17% | +16,787+18.8% | Added |
| L & S Advisors Inc | 105,999 | $5.56M | 0.60% | +2,437+2.4% | Added |
| Advisor Partners LLC | 105,971 | $5.56M | 0.38% | −4,857−4.4% | Reduced |
| Twin Capital Management Inc | 105,641 | $5.54M | 0.57% | −14,330−11.9% | Reduced |
| Northwest Bancshares, Inc. | 105,511 | $5.54M | 1.26% | +1,214+1.2% | Added |
| Cerity Partners LLC | 105,387 | $5.53M | 0.12% | −1,495−1.4% | Reduced |
| Lynch & Associates | 105,337 | $5.53M | 1.43% | −185−0.2% | Reduced |
| Sunflower Bank, N.A. | 105,163 | $5.52M | 0.78% | −1,583−1.5% | Reduced |
| Evercore Wealth Management, LLC | 105,123 | $5.52M | 0.10% | −4,013−3.7% | Reduced |
| Capital Fund Management S.A. | 105,015 | $5.51M | 0.15% | +105,015 | New |
| First Citizens Bank & Trust Co | 104,532 | $5.49M | 0.26% | +2,198+2.1% | Added |
| Benedict Financial Advisors Inc | 104,389 | $5.48M | 1.53% | −83−0.1% | Reduced |
| Wealthspire Advisors, LLC | 104,189 | $5.47M | 0.11% | +19,071+22.4% | Added |
| Stratos Wealth Partners, LTD. | 103,888 | $5.45M | 0.14% | +1,821+1.8% | Added |
| Wallace Capital Management Inc. | 103,736 | $5.44M | 0.74% | −10,807−9.4% | Reduced |
| Greystone Financial Group, LLC | 103,283 | $5.42M | 1.61% | −26,437−20.4% | Reduced |
| TRH Financial, LLC | 102,817 | $5.39M | 2.12% | +23,728+30.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 102,493 | $5.38M | 0.73% | −9,608−8.6% | Reduced |
| Kinneret Advisory, LLC | 101,537 | $5.37M | 0.63% | 00.0% | Unchanged |
| Bailard, Inc. | 102,157 | $5.36M | 0.18% | +650+0.6% | Added |
| BCM Advisors, LLC | 99,336 | $5.36M | 1.43% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 101,801 | $5.34M | 0.56% | +802+0.8% | Added |
| Redpoint Investment Management Pty Ltd | 101,716 | $5.34M | 0.46% | −3,660−3.5% | Reduced |
| DT Investment Partners, LLC | 101,434 | $5.32M | 0.71% | +5,944+6.2% | Added |
| Cohen Klingenstein LLC | 101,200 | $5.31M | 0.23% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 101,163 | $5.31M | 1.08% | +4,979+5.2% | Added |
| Birmingham Capital Management Co Inc | 101,088 | $5.30M | 2.03% | −4,620−4.4% | Reduced |
| Destination Wealth Management | 101,028 | $5.30M | 0.21% | −6,688−6.2% | Reduced |
| Mark Stevens | 100,851 | $5.29M | 0.59% | +68+0.1% | Added |
| Haverford Financial Services, Inc. | 100,798 | $5.29M | 1.29% | −115−0.1% | Reduced |
| Sonora Investment Management, LLC | 100,419 | $5.27M | 0.66% | +566+0.6% | Added |
| Parcion Private Wealth LLC | 96,643 | $5.26M | 0.47% | +812+0.8% | Added |
| RBF Capital, LLC | 100,000 | $5.25M | 0.30% | 00.0% | Unchanged |
| New England Asset Management Inc | 99,861 | $5.24M | 0.09% | +7,796+8.5% | Added |
| Umb Bank N A | 99,717 | $5.23M | 0.12% | −3,748−3.6% | Reduced |
| Stokes Capital Advisors, LLC | 99,433 | $5.22M | 1.68% | +343+0.3% | Added |
| Trust Co of Toledo NA | 99,122 | $5.20M | 0.85% | +1,368+1.4% | Added |
| Washington Trust Co | 99,003 | $5.20M | 0.15% | −1,429−1.4% | Reduced |
| IFG Advisory, LLC | 98,753 | $5.18M | 0.56% | +841+0.9% | Added |
| Visionary Wealth Advisors | 98,044 | $5.14M | 0.53% | +1,147+1.2% | Added |
| Hoylecohen, LLC | 97,970 | $5.14M | 0.49% | −3,593−3.5% | Reduced |
| Twinbeech Capital LP | 97,499 | $5.12M | 0.36% | +97,499 | New |
| Lee Danner & Bass Inc | 97,212 | $5.10M | 0.47% | −1,501−1.5% | Reduced |
| Avantax Advisory Services, Inc. | 96,991 | $5.09M | 0.08% | +10,653+12.3% | Added |
| Andra AP-fonden | 96,700 | $5.07M | 0.10% | +13,700+16.5% | Added |
| Eudaimonia Partners, LLC | 96,349 | $5.05M | 0.91% | +374+0.4% | Added |
| PFS Investments Inc. | 89,348 | $5.03M | 0.10% | +3,291+3.8% | Added |
| Cumberland Partners Ltd | 95,839 | $5.03M | 0.41% | −250−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 95,680 | $5.02M | 0.28% | +2,884+3.1% | Added |
| Sound View Wealth Advisors Group, LLC | 95,489 | $5.01M | 1.05% | +434+0.5% | Added |
| World Asset Management Inc | 95,143 | $4.99M | 0.50% | −6,292−6.2% | Reduced |
| Valeo Financial Advisors, LLC | 123,815 | $4.99M | 0.29% | +2,547+2.1% | Added |
| Fosun International Ltd | 94,435 | $4.96M | 0.25% | +11,136+13.4% | Added |
| Avantax Planning Partners, Inc. | 94,425 | $4.95M | 0.23% | +3,672+4.0% | Added |
| Ycg, LLC | 93,920 | $4.93M | 0.47% | 00.0% | Unchanged |
| Foyston, Gordon, & Payne Inc | 93,720 | $4.92M | 1.23% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 93,472 | $4.90M | 0.37% | −9,048−8.8% | Reduced |
| Anchor Investment Management, LLC | 93,189 | $4.89M | 0.68% | +2,879+3.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 93,070 | $4.88M | 0.83% | 00.0% | Unchanged |
| HM Payson & Co | 92,883 | $4.87M | 0.12% | +91+0.1% | Added |
| Highland Capital Management, LLC | 92,704 | $4.86M | 0.29% | −2,465−2.6% | Reduced |
| Red Cedar Capital, LLC | 92,706 | $4.86M | 2.98% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 92,553 | $4.86M | 1.48% | +18,408+24.8% | Added |
| Inverness Counsel LLC | 92,476 | $4.85M | 0.18% | +90+0.1% | Added |
| Pacific Global Investment Management CO | 92,068 | $4.83M | 0.98% | +69+0.1% | Added |
| Proequities, Inc. | 90,392 | $4.78M | 0.29% | +2,858+3.3% | Added |
| J.W. Cole Advisors, Inc. | 90,928 | $4.77M | 0.34% | +1,232+1.4% | Added |
| Surevest, LLC | 90,847 | $4.77M | 1.20% | +10,774+13.5% | Added |
| Allen Investment Management LLC | 90,836 | $4.77M | 0.07% | 00.0% | Unchanged |