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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 70,706 | $3.71M | 0.04% | +99+0.1% | Added |
| Park Avenue Securities LLC | 70,485 | $3.70M | 0.07% | +2,996+4.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 70,399 | $3.69M | 0.15% | +1,139+1.6% | Added |
| Private Trust Co NA | 70,241 | $3.69M | 0.54% | +8,640+14.0% | Added |
| Leavell Investment Management, Inc. | 69,623 | $3.69M | 0.27% | −11,691−14.4% | Reduced |
| Dynamic Advisor Solutions LLC | 70,039 | $3.67M | 0.28% | −246−0.4% | Reduced |
| 6 Meridian | 70,028 | $3.67M | 0.29% | +33,826+93.4% | Added |
| Chatham Capital Group, Inc. | 69,962 | $3.67M | 0.71% | +896+1.3% | Added |
| Laurel Wealth Advisors LLC | 69,632 | $3.65M | 0.83% | +909+1.3% | Added |
| Butensky & Cohen Financial Security, Inc | 69,038 | $3.62M | 1.44% | +289+0.4% | Added |
| Trustcore Financial Services, LLC | 68,878 | $3.61M | 0.36% | +367+0.5% | Added |
| Physicians Financial Services, Inc. | 68,509 | $3.60M | 1.46% | −850−1.2% | Reduced |
| Equitable Holdings, Inc. | 68,459 | $3.59M | 0.06% | +3,346+5.1% | Added |
| Colony Group LLC | 68,126 | $3.58M | 0.07% | −922−1.3% | Reduced |
| United Bank | 67,874 | $3.56M | 2.26% | +63+0.1% | Added |
| GWM Advisors LLC | 67,390 | $3.54M | 0.09% | +1,525+2.3% | Added |
| Greenleaf Trust | 67,324 | $3.53M | 0.04% | +2,179+3.3% | Added |
| Eisler Capital (UK) Ltd. | 67,200 | $3.53M | 0.42% | +67,200 | New |
| IndexIQ Advisors LLC | 67,116 | $3.52M | 0.12% | +3,159+4.9% | Added |
| Charter Trust Co | 67,115 | $3.52M | 0.33% | +19,957+42.3% | Added |
| Kings Point Capital Management | 66,921 | $3.51M | 0.31% | −65−0.1% | Reduced |
| Jacobi Capital Management LLC | 66,616 | $3.50M | 0.44% | +1,503+2.3% | Added |
| Mercer Capital Advisers, Inc. | 66,497 | $3.49M | 1.87% | −1,921−2.8% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 66,397 | $3.48M | 1.05% | 00.0% | Unchanged |
| Woodstock Corp | 66,133 | $3.47M | 0.40% | +134+0.2% | Added |
| Tufton Capital Management | 65,951 | $3.46M | 0.59% | +188+0.3% | Added |
| Allen Operations LLC | 65,854 | $3.46M | 0.53% | 00.0% | Unchanged |
| Weik Capital Management | 65,365 | $3.43M | 1.42% | −4,500−6.4% | Reduced |
| Blue Chip Partners, Inc. | 64,825 | $3.40M | 0.48% | −260−0.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 64,767 | $3.40M | 2.22% | −272−0.4% | Reduced |
| Hancock Whitney Corp | 64,465 | $3.38M | 0.12% | −1,881−2.8% | Reduced |
| Echo Street Capital Management LLC | 64,222 | $3.37M | 0.02% | +57,961+925.7% | Added |
| Hilltop Holdings Inc. | 64,125 | $3.37M | 0.37% | +3,241+5.3% | Added |
| Lincoln National Corp | 64,069 | $3.36M | 0.07% | +971+1.5% | Added |
| Carroll Financial Associates, Inc. | 63,795 | $3.35M | 0.19% | +288+0.5% | Added |
| Financial & Tax Architects, LLC | 63,770 | $3.35M | 1.52% | +3,957+6.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 63,736 | $3.34M | 0.04% | +63,736 | New |
| Oakworth Capital, Inc. | 63,595 | $3.34M | 0.32% | +4,270+7.2% | Added |
| FRG Family Wealth Advisors LLC | 63,473 | $3.33M | 0.65% | −3,743−5.6% | Reduced |
| David Loasby | 63,391 | $3.33M | 0.42% | −622−1.0% | Reduced |
| Day & Ennis, LLC | 63,360 | $3.33M | 1.15% | +47+0.1% | Added |
| NBT Bank N A | 63,253 | $3.32M | 0.46% | −1,720−2.6% | Reduced |
| Smith, Salley & Associates | 63,131 | $3.31M | 0.26% | +44,579+240.3% | Added |
| NJ State Employees Deferred Compensation Plan | 63,000 | $3.31M | 0.45% | 00.0% | Unchanged |
| RFG Advisory, LLC | 62,820 | $3.30M | 0.27% | +2,280+3.8% | Added |
| Cypress Capital Group | 62,778 | $3.29M | 0.45% | −758−1.2% | Reduced |
| United Bank | 62,728 | $3.29M | 0.44% | −42−0.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 62,705 | $3.29M | 0.84% | −140.0% | Reduced |
| Sumitomo Life Insurance Co | 62,323 | $3.27M | 0.09% | −2,634−4.1% | Reduced |
| Hamel Associates, Inc. | 62,033 | $3.25M | 1.27% | −825−1.3% | Reduced |
| IFP Advisors, Inc | 61,566 | $3.23M | 0.07% | +6,730+12.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 61,232 | $3.21M | 0.31% | −8,816−12.6% | Reduced |
| Old Dominion Capital Management Inc | 61,205 | $3.21M | 0.69% | −250−0.4% | Reduced |
| Cannon Financial Strategists, Inc. | 61,120 | $3.21M | 1.24% | +1,032+1.7% | Added |
| Osborne Partners Capital Management, LLC | 61,069 | $3.20M | 0.26% | −2,009−3.2% | Reduced |
| Thomas Story & Son LLC | 60,899 | $3.19M | 1.31% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 60,795 | $3.19M | 0.05% | +767+1.3% | Added |
| Optimal Asset Management, Inc. | 60,712 | $3.19M | 0.40% | 00.0% | Unchanged |
| Alps Advisors Inc | 60,623 | $3.18M | 0.03% | +4,181+7.4% | Added |
| Profund Advisors LLC | 60,572 | $3.18M | 0.11% | −1,881−3.0% | Reduced |
| Vestcor Inc | 60,370 | $3.17M | 0.11% | −8,314−12.1% | Reduced |
| Frontier Wealth Management LLC | 60,386 | $3.17M | 0.22% | −1,257−2.0% | Reduced |
| Csenge Advisory Group | 59,424 | $3.15M | 0.27% | +2,016+3.5% | Added |
| North Star Investment Management Corp. | 60,019 | $3.15M | 0.26% | −374−0.6% | Reduced |
| Pensionfund DSM Netherlands | 60,000 | $3.15M | 0.40% | +60,000 | New |
| Sargent Bickham Lagudis LLC | 59,864 | $3.14M | 0.26% | −303−0.5% | Reduced |
| DuPont Capital Management Corp | 59,570 | $3.13M | 0.10% | −40,561−40.5% | Reduced |
| Semmax Financial Advisors Inc. | 59,385 | $3.12M | 1.08% | −4,676−7.3% | Reduced |
| Family Legacy, Inc. | 57,503 | $3.11M | 1.40% | −3,736−6.1% | Reduced |
| Mengis Capital Management, Inc. | 58,702 | $3.08M | 0.65% | +204+0.3% | Added |
| Seeyond | 58,615 | $3.08M | 0.30% | −2,149−3.5% | Reduced |
| Covington Investment Advisors Inc. | 58,446 | $3.07M | 0.66% | +100+0.2% | Added |
| Altium Wealth Management LLC | 58,292 | $3.06M | 0.22% | +921+1.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 58,189 | $3.05M | 1.98% | −210−0.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 58,175 | $3.05M | 0.03% | +7,450+14.7% | Added |
| Regal Investment Advisors LLC | 58,103 | $3.05M | 0.30% | +5,399+10.2% | Added |
| Itau Unibanco Holding S.A. | 57,957 | $3.04M | 0.16% | −27,703−32.3% | Reduced |
| 44 Wealth Management LLC | 57,858 | $3.04M | 1.16% | +3,334+6.1% | Added |
| Bridgecreek Investment Management, LLC | 57,850 | $3.04M | 0.43% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 57,686 | $3.03M | 0.14% | +39,158+211.3% | Added |
| West Family Investments, Inc. | 57,648 | $3.02M | 0.80% | +1,656+3.0% | Added |
| Neville Rodie & Shaw Inc | 57,516 | $3.02M | 0.23% | −1,400−2.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 57,525 | $3.02M | 2.26% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 57,360 | $3.01M | 0.40% | +9,962+21.0% | Added |
| EP Wealth Advisors, LLC | 57,277 | $3.00M | 0.08% | −3,451−5.7% | Reduced |
| Security National Trust Co | 55,313 | $2.99M | 0.69% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 57,005 | $2.99M | 0.57% | −5,893−9.4% | Reduced |
| Choate Investment Advisors | 56,904 | $2.99M | 0.19% | +75+0.1% | Added |
| Hanson & Doremus Investment Management | 56,909 | $2.99M | 0.69% | +1,546+2.8% | Added |
| American Portfolios Advisors | 56,904 | $2.99M | 0.11% | +4,282+8.1% | Added |
| Connable Office Inc | 56,627 | $2.97M | 0.43% | −563−1.0% | Reduced |
| Parallel Advisors, LLC | 56,424 | $2.96M | 0.12% | +937+1.7% | Added |
| Great Valley Advisor Group, Inc. | 56,366 | $2.96M | 0.20% | +2,577+4.8% | Added |
| BBVA USA | 56,185 | $2.95M | 0.17% | −3,764−6.3% | Reduced |
| Summit Financial Group Inc | 55,563 | $2.92M | 1.05% | +2,678+5.1% | Added |
| Waldron Private Wealth LLC | 55,123 | $2.92M | 0.17% | +8,363+17.9% | Added |
| New England Research & Management, Inc. | 55,487 | $2.91M | 1.52% | −50−0.1% | Reduced |
| PDS Planning, Inc | 55,159 | $2.89M | 0.67% | −567−1.0% | Reduced |
| Investment Advisory Services Inc | 54,679 | $2.87M | 1.76% | +242+0.4% | Added |
| American Research & Management Co. | 54,618 | $2.87M | 0.66% | −2,611−4.6% | Reduced |