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, Q4 2021
Institutional positions in Coca Cola Co as of Dec 31, 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
- 2,737
- +294 vs. Q3 2021
- Shares held
- 2.99B
- +47.2M (+1.6%) vs. Q3 2021
- Total value
- $176.9B
- +$22.6B (+14.6%) vs. Q3 2021
- New holders
- 386
- 1,122 more added
- Sold out
- 92
- 921 more reduced
45 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Coca Cola Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mosaic Family Wealth, LLC | 10,567 | $626.0K | 0.16% | +851+8.8% | Added |
| Finer Wealth Management, Inc. | 10,569 | $626.0K | 0.52% | +10,569 | New |
| Condor Capital Management | 10,632 | $630.0K | 0.07% | −69,631−86.8% | Reduced |
| Culbertson A N & Co Inc | 10,649 | $630.0K | 0.12% | +6,146+136.5% | Added |
| Gilbert & Cook, Inc. | 10,651 | $631.0K | 0.10% | +43+0.4% | Added |
| Claro Advisors LLC | 10,661 | $631.0K | 0.23% | +122+1.2% | Added |
| Brandywine Trust Co | 10,682 | $632.0K | 0.21% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 10,678 | $632.0K | 0.03% | +10,678 | New |
| CWS Financial Advisors, LLC | 10,670 | $632.0K | 0.22% | +10,670 | New |
| Virtue Capital Management, LLC | 10,690 | $633.0K | 0.09% | −846−7.3% | Reduced |
| Wimmer Associates 1, LLC | 10,696 | $633.0K | 0.34% | −133−1.2% | Reduced |
| Ifrah Financial Services, Inc. | 10,702 | $634.0K | 0.17% | +65+0.6% | Added |
| Plancorp, LLC | 10,802 | $640.0K | 0.04% | +230+2.2% | Added |
| Hancock Whitney Investment Services Inc. | 10,694 | $640.0K | 0.11% | +10,694 | New |
| Keel Point, LLC | 10,828 | $641.0K | 0.09% | −215−1.9% | Reduced |
| Hutchinson Capital Management | 10,845 | $642.0K | 0.14% | +45+0.4% | Added |
| Vivaldi Capital Management, LLC | 10,841 | $642.0K | 0.15% | +45+0.4% | Added |
| Clear Creek Financial Management, LLC | 10,850 | $642.0K | 0.10% | +243+2.3% | Added |
| IVC Wealth Advisors LLC | 10,856 | $643.0K | 0.41% | −400−3.6% | Reduced |
| Cambridge Advisors Inc. | 10,863 | $643.0K | 0.15% | −113−1.0% | Reduced |
| Brown Advisory Securities, LLC | 10,871 | $646.0K | 0.28% | −5,400−33.2% | Reduced |
| Archford Capital Strategies, LLC | 10,946 | $648.0K | 0.15% | −16−0.1% | Reduced |
| Bennett Selby Investments LP | 10,989 | $651.0K | 0.38% | +200+1.9% | Added |
| Kathleen S. Wright Associates Inc. | 11,000 | $651.0K | 0.48% | +11,000 | New |
| Thrive Wealth Management, LLC | 11,016 | $652.0K | 0.22% | +11,016 | New |
| King Wealth | 11,031 | $653.0K | 0.12% | −262−2.3% | Reduced |
| Lion Street Advisors, LLC | 11,041 | $655.0K | 0.32% | +140+1.3% | Added |
| All Season Financial Advisors, Inc. | 11,077 | $656.0K | 0.46% | +282+2.6% | Added |
| Mission Creek Capital Partners, Inc. | 11,093 | $657.0K | 0.13% | −242−2.1% | Reduced |
| Alliance Wealth Advisors, LLC | 11,088 | $657.0K | 0.54% | −143−1.3% | Reduced |
| Chapman Investment Management, LLC | 11,120 | $658.0K | 0.30% | −4,755−30.0% | Reduced |
| Schrum Private Wealth Management LLC | 11,131 | $658.0K | 0.60% | +11,131 | New |
| OmniStar Financial Group, Inc. | 11,149 | $660.0K | 0.68% | +1,144+11.4% | Added |
| Maple Capital Management, Inc. | 11,176 | $662.0K | 0.07% | −985−8.1% | Reduced |
| Ausdal Financial Partners, Inc. | 11,173 | $662.0K | 0.09% | −89−0.8% | Reduced |
| Clear Harbor Asset Management, LLC | 11,182 | $662.0K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 11,181 | $662.0K | 0.09% | +727+7.0% | Added |
| Bangor Savings Bank | 11,210 | $664.0K | 0.06% | −434−3.7% | Reduced |
| Prestige Wealth Management Group LLC | 11,212 | $664.0K | 0.16% | +4,314+62.5% | Added |
| ERTS Wealth Advisors, LLC | 11,249 | $665.0K | 0.16% | +62+0.6% | Added |
| Traphagen Investment Advisors LLC | 11,246 | $665.9K | 0.11% | +72+0.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 11,257 | $667.0K | 0.02% | +620+5.8% | Added |
| Kozak & Associates, Inc. | 11,558 | $669.0K | 0.43% | +846+7.9% | Added |
| Bridgewater Advisors Inc. | 11,305 | $669.0K | 0.15% | +33+0.3% | Added |
| First Command Bank | 12,793 | $671.0K | 0.12% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 10,910 | $672.0K | 0.25% | +762+7.5% | Added |
| Middleton & Co Inc | 11,375 | $674.0K | 0.07% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 11,393 | $675.0K | 0.20% | +40.0% | Added |
| JB Capital LLC | 11,425 | $676.5K | 0.07% | −137−1.2% | Reduced |
| Childress Capital Advisors, LLC | 11,432 | $677.0K | 0.28% | −2,483−17.8% | Reduced |
| Lake Street Financial LLC | 11,445 | $678.0K | 0.12% | +3,427+42.7% | Added |
| Ashford Capital Management Inc | 11,498 | $681.0K | 0.07% | −7,817−40.5% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 11,526 | $682.0K | 0.25% | +31+0.3% | Added |
| Israel Discount Bank of New York | 11,542 | $684.0K | 0.42% | −512−4.2% | Reduced |
| WealthShield Partners, LLC | 11,552 | $684.0K | 0.11% | +1,653+16.7% | Added |
| Laidlaw Wealth Management LLC | 11,565 | $685.0K | 0.11% | −5,040−30.4% | Reduced |
| GHP Investment Advisors, Inc. | 11,591 | $686.0K | 0.05% | −1,125−8.8% | Reduced |
| Knott David M Jr | 11,600 | $687.0K | 0.26% | +11,600 | New |
| Laird Norton Trust Company, LLC | 11,643 | $689.0K | 0.06% | +686+6.3% | Added |
| Dakota Wealth Management | 11,636 | $689.0K | 0.07% | +673+6.1% | Added |
| Forte Capital LLC | 11,665 | $691.0K | 0.09% | −11−0.1% | Reduced |
| Continuum Advisory, LLC | 38,762 | $691.0K | 0.16% | +381+1.0% | Added |
| Wealth Alliance | 11,717 | $694.0K | 0.14% | −2,001−14.6% | Reduced |
| EverSource Wealth Advisors, LLC | 11,781 | $697.0K | 0.20% | +11,781 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 11,794 | $698.0K | 0.10% | −100−0.8% | Reduced |
| Great Diamond Partners, LLC | 11,804 | $698.0K | 0.18% | −37−0.3% | Reduced |
| Capital Square, LLC | 11,494 | $698.0K | 0.48% | −147−1.3% | Reduced |
| Atwood & Palmer Inc | 11,800 | $699.0K | 0.06% | −59−0.5% | Reduced |
| Valmark Advisers, Inc. | 11,827 | $700.0K | 0.01% | +737+6.6% | Added |
| Winton Group Ltd | 11,814 | $700.0K | 0.04% | +1,916+19.4% | Added |
| Camden National Bank | 11,846 | $701.0K | 0.12% | −496−4.0% | Reduced |
| Premier Asset Management LLC | 11,875 | $703.0K | 0.12% | −11,100−48.3% | Reduced |
| DAGCO, Inc. | 11,877 | $703.0K | 0.28% | −1,125−8.7% | Reduced |
| Terril Brothers, Inc. | 11,875 | $703.0K | 0.15% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 11,868 | $703.0K | 0.17% | +14+0.1% | Added |
| GM Advisory Group, Inc. | 11,905 | $705.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11,951 | $708.0K | 0.09% | −1,073−8.2% | Reduced |
| Elk River Wealth Management, LLC | 11,968 | $709.0K | 0.16% | +100+0.8% | Added |
| Delphia (USA) Inc. | 11,970 | $709.0K | 0.75% | +11,970 | New |
| Tobam | 11,999 | $710.0K | 0.03% | −954−7.4% | Reduced |
| Accurate Wealth Management, LLC | 12,566 | $710.0K | 0.59% | +959+8.3% | Added |
| Peachtree Investment Partners, LLC | 12,005 | $711.0K | 0.30% | −308−2.5% | Reduced |
| MV Capital Management, Inc. | 12,017 | $712.0K | 0.10% | +1,328+12.4% | Added |
| Signature Wealth Management Partners, LLC | 12,038 | $713.0K | 0.60% | +60.0% | Added |
| Cypress Point Wealth Management, LLC | 12,037 | $713.0K | 0.66% | +50+0.4% | Added |
| Carret Asset Management, LLC | 12,083 | $715.0K | 0.08% | 00.0% | Unchanged |
| Aspireon Wealth Advisors | 12,095 | $716.0K | 0.35% | −1,397−10.4% | Reduced |
| Tudor Investment Corp Et Al | 12,120 | $718.0K | 0.01% | −262,871−95.6% | Reduced |
| Vigilare Wealth Management | 12,133 | $718.0K | 0.42% | +12,133 | New |
| Enhancing Capital LLC | 12,230 | $724.0K | 0.79% | +12,230 | New |
| First Farmers & Merchants Bank / Trust | 12,229 | $724.0K | 0.72% | +12,229 | New |
| Graypoint LLC | 12,256 | $726.0K | 0.08% | +5,228+74.4% | Added |
| Eagle Strategies LLC | 12,306 | $729.0K | 0.28% | +12,306 | New |
| Fortitude Advisory Group L.L.C. | 12,326 | $729.0K | 0.37% | +12,326 | New |
| Intellectus Partners, LLC | 12,353 | $731.0K | 0.19% | +35+0.3% | Added |
| Arbor Investment Advisors, LLC | 12,351 | $731.0K | 0.14% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 12,347 | $731.1K | 0.31% | +28+0.2% | Added |
| Mizuho Securities USA LLC | 12,362 | $732.0K | 0.07% | −2,261−15.5% | Reduced |
| Colonial River Wealth Management, LLC | 12,368 | $732.0K | 0.39% | +12,368 | New |
| Monument Capital Management | 12,378 | $733.0K | 0.23% | −182−1.4% | Reduced |