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 |
|---|---|---|---|---|---|
| Ally Financial Inc. | 90,000 | $4.72M | 0.46% | −76,000−45.8% | Reduced |
| First City Capital Management, Inc. | 89,891 | $4.72M | 2.66% | +516+0.6% | Added |
| Martin Capital Partners, LLC | 89,828 | $4.71M | 2.38% | +623+0.7% | Added |
| Douglass Winthrop Advisors, LLC | 89,801 | $4.71M | 0.12% | −9,426−9.5% | Reduced |
| Verity & Verity, LLC | 83,421 | $4.70M | 0.70% | −1,287−1.5% | Reduced |
| Bath Savings Trust Co | 89,375 | $4.69M | 0.54% | +1,430+1.6% | Added |
| Harbour Investments, Inc. | 89,207 | $4.68M | 0.15% | +247+0.3% | Added |
| HBK Sorce Advisory LLC | 88,840 | $4.66M | 0.26% | −2,834−3.1% | Reduced |
| Columbia Asset Management | 88,642 | $4.65M | 1.02% | −254−0.3% | Reduced |
| Farmers National Bank | 84,697 | $4.64M | 1.85% | −2,027−2.3% | Reduced |
| Lincoln Capital LLC | 88,209 | $4.63M | 1.26% | −13,097−12.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 81,828 | $4.60M | 0.17% | −846−1.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 87,440 | $4.59M | 0.38% | −4,420−4.8% | Reduced |
| River & Mercantile Asset Management LLP | 86,989 | $4.56M | 0.35% | −74,686−46.2% | Reduced |
| JustInvest LLC | 86,946 | $4.56M | 0.41% | +12,690+17.1% | Added |
| Argyle Capital Management Inc. | 86,867 | $4.56M | 1.51% | −200−0.2% | Reduced |
| Stolper Co | 85,635 | $4.49M | 2.15% | +418+0.5% | Added |
| Deseret Mutual Benefit Administrators | 85,371 | $4.48M | 0.82% | +69,517+438.5% | Added |
| BerganKDV Wealth Management, LLC | 85,101 | $4.46M | 0.51% | +2,306+2.8% | Added |
| Principle Wealth Partners LLC | 84,530 | $4.43M | 0.51% | +3,349+4.1% | Added |
| Lido Advisors, LLC | 84,292 | $4.42M | 0.10% | −713−0.8% | Reduced |
| Keeler Thomas Management LLC | 84,044 | $4.42M | 2.10% | +2,079+2.5% | Added |
| Bridge Creek Capital Management LLC | 83,954 | $4.41M | 1.64% | +965+1.2% | Added |
| Stock Yards Bank & Trust Co | 83,893 | $4.40M | 0.28% | +3,390+4.2% | Added |
| Stansberry Asset Management, LLC | 83,781 | $4.40M | 0.88% | +3,542+4.4% | Added |
| HGK Asset Management Inc | 83,749 | $4.39M | 1.44% | −2,060−2.4% | Reduced |
| NFJ Investment Group, LLC | 83,578 | $4.38M | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 83,501 | $4.38M | 0.37% | −3,231−3.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 82,836 | $4.38M | 0.34% | −725−0.9% | Reduced |
| Baxter Bros Inc | 83,447 | $4.38M | 0.70% | −4,350−5.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 82,840 | $4.35M | 1.54% | +2,446+3.0% | Added |
| Prospector Partners LLC | 82,515 | $4.33M | 0.56% | −1,950−2.3% | Reduced |
| Meritage Portfolio Management | 82,457 | $4.33M | 0.26% | −1,153−1.4% | Reduced |
| Green Square Capital Advisors LLC | 82,465 | $4.33M | 0.98% | +965+1.2% | Added |
| Cypress Capital, LLC | 82,281 | $4.32M | 0.55% | +82,281 | New |
| Busey Wealth Management | 82,193 | $4.31M | 0.17% | +42,382+106.5% | Added |
| Harvey Investment Co LLC | 82,065 | $4.31M | 0.56% | −1,933−2.3% | Reduced |
| Legacy Capital Partners, Inc. | 81,701 | $4.29M | 1.55% | −3,840−4.5% | Reduced |
| Mechanics Bank Trust Department | 81,476 | $4.28M | 0.69% | −693−0.8% | Reduced |
| Citizens National Bank Trust Department | 81,425 | $4.27M | 1.21% | 00.0% | Unchanged |
| Sandy Spring Bank | 81,039 | $4.25M | 0.23% | +1,239+1.6% | Added |
| PDT Partners, LLC | 80,800 | $4.24M | 0.30% | −68−0.1% | Reduced |
| Parsec Financial Management, Inc. | 74,976 | $4.24M | 0.18% | +21,725+40.8% | Added |
| NTV Asset Management LLC | 80,679 | $4.23M | 0.73% | +1,186+1.5% | Added |
| Crescent Capital Consulting, LLC | 80,398 | $4.21M | 0.77% | 00.0% | Unchanged |
| Condor Capital Management | 80,263 | $4.21M | 0.45% | −281−0.3% | Reduced |
| Schulhoff & Co Inc | 80,090 | $4.20M | 1.89% | −461−0.6% | Reduced |
| Boston Research & Management Inc | 79,881 | $4.19M | 1.25% | −405−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 79,733 | $4.18M | 0.21% | +1,669+2.1% | Added |
| Beacon Financial Group | 78,782 | $4.17M | 0.58% | +4,605+6.2% | Added |
| Geneos Wealth Management Inc. | 78,533 | $4.16M | 0.16% | −304−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 79,248 | $4.16M | 0.14% | +6,473+8.9% | Added |
| Linscomb & Williams, Inc. | 78,966 | $4.14M | 0.21% | +1,192+1.5% | Added |
| Duality Advisers, LP | 78,831 | $4.14M | 0.32% | +19,381+32.6% | Added |
| Gluskin Sheff & Assoc Inc | 78,730 | $4.13M | 0.17% | +109+0.1% | Added |
| Rossmore Private Capital | 78,643 | $4.13M | 0.71% | +206+0.3% | Added |
| Caldwell Trust Co | 78,473 | $4.12M | 0.52% | −1,702−2.1% | Reduced |
| Lafayette Investments, Inc. | 77,588 | $4.07M | 1.10% | 00.0% | Unchanged |
| Spire Wealth Management | 76,637 | $4.02M | 0.11% | −724−0.9% | Reduced |
| Symons Capital Management Inc | 76,403 | $4.01M | 2.57% | −5,679−6.9% | Reduced |
| Wetherby Asset Management Inc | 76,373 | $4.01M | 0.25% | −1,458−1.9% | Reduced |
| Shilanski & Associates, Inc. | 76,188 | $4.00M | 1.86% | +1,658+2.2% | Added |
| Fulton Bank, N.A. | 76,068 | $3.99M | 0.19% | +47+0.1% | Added |
| Nixon Peabody Trust Co | 75,984 | $3.99M | 1.44% | +4,171+5.8% | Added |
| First Nebraska Trust Co | 75,960 | $3.99M | 0.52% | −269−0.4% | Reduced |
| Bryn Mawr Trust Co | 75,924 | $3.98M | 0.15% | +1,280+1.7% | Added |
| Strategic Wealth Advisors Group, LLC | 75,414 | $3.97M | 0.19% | −21,560−22.2% | Reduced |
| Allstate Corp | 75,470 | $3.96M | 0.16% | −5,546−6.8% | Reduced |
| Cardinal Capital Management | 75,471 | $3.96M | 0.86% | −2,425−3.1% | Reduced |
| Essex Financial Services, Inc. | 74,925 | $3.93M | 0.45% | +748+1.0% | Added |
| Hayek Kallen Investment Management | 74,689 | $3.92M | 1.79% | −1,396−1.8% | Reduced |
| Level Four Advisory Services, LLC | 74,621 | $3.92M | 0.41% | −9,550−11.3% | Reduced |
| Heritage Trust Co | 74,544 | $3.91M | 0.55% | −1,639−2.2% | Reduced |
| Nicollet Investment Management, Inc. | 74,527 | $3.91M | 1.65% | −215−0.3% | Reduced |
| Ossiam | 74,213 | $3.89M | 0.11% | +7,543+11.3% | Added |
| Alexandria Capital, LLC | 74,167 | $3.89M | 0.36% | +3,479+4.9% | Added |
| Ieq Capital, LLC | 73,995 | $3.88M | 0.10% | +10,113+15.8% | Added |
| Barrett Asset Management, LLC | 73,757 | $3.87M | 0.18% | −2,216−2.9% | Reduced |
| Toroso Investments, LLC | 73,594 | $3.86M | 0.14% | +19,898+37.1% | Added |
| Exane Derivatives | 73,521 | $3.86M | 0.96% | +26,703+57.0% | Added |
| HighPoint Advisor Group LLC | 73,184 | $3.84M | 0.38% | −3,529−4.6% | Reduced |
| Crossvault Capital Management LLC | 73,120 | $3.84M | 1.21% | +2,050+2.9% | Added |
| Toth Financial Advisory Corp | 73,106 | $3.84M | 0.58% | +5,846+8.7% | Added |
| Brewin Dolphin Wealth Management Ltd | 73,104 | $3.84M | 0.44% | −1,300−1.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 73,054 | $3.83M | 0.46% | −8,664−10.6% | Reduced |
| Cornerstone Wealth Management, LLC | 72,780 | $3.82M | 0.41% | +3,566+5.2% | Added |
| Parthenon LLC | 72,423 | $3.80M | 0.57% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 72,353 | $3.80M | 2.06% | +260.0% | Added |
| WealthBridge Investment Counsel Inc. | 72,250 | $3.79M | 1.70% | −1,650−2.2% | Reduced |
| Legato Capital Management LLC | 72,223 | $3.79M | 0.72% | 00.0% | Unchanged |
| Cadence Bank NA | 71,874 | $3.77M | 1.12% | −2,439−3.3% | Reduced |
| Credit Agricole S A | 71,448 | $3.75M | 0.13% | −4,773−6.3% | Reduced |
| Chicago Capital, LLC | 71,417 | $3.75M | 0.14% | +54+0.1% | Added |
| Roanoke Asset Management Corp | 71,250 | $3.74M | 1.33% | +550+0.8% | Added |
| Tri-Star Advisors Inc. | 68,415 | $3.74M | 1.64% | +56+0.1% | Added |
| Signature Wealth Management Group | 71,149 | $3.73M | 2.07% | +237+0.3% | Added |
| Coldstream Capital Management Inc | 75,601 | $3.73M | 0.18% | −12,128−13.8% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 71,087 | $3.73M | 2.09% | −716−1.0% | Reduced |
| Burns J W & Co Inc | 71,015 | $3.73M | 0.58% | +654+0.9% | Added |
| Granite Investment Advisors, LLC | 70,721 | $3.71M | 0.60% | −1,540−2.1% | Reduced |