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 |
|---|---|---|---|---|---|
| S&CO Inc | 12,387 | $733.0K | 0.05% | +4,000+47.7% | Added |
| Blue Edge Capital, LLC | 12,388 | $733.5K | 0.14% | −1,892−13.2% | Reduced |
| Alhambra Investment Partners LLC | 12,438 | $736.0K | 0.51% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 12,468 | $738.0K | 0.24% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 12,460 | $738.0K | 0.18% | +6,409+105.9% | Added |
| Jackson Square Capital, LLC | 12,512 | $741.0K | 0.21% | +2,557+25.7% | Added |
| GDS Wealth Management | 12,544 | $743.0K | 0.17% | +12,544 | New |
| KC Investment Advisors, LLC | 12,590 | $745.0K | 0.50% | +461+3.8% | Added |
| Eubel Brady & Suttman Asset Management Inc | 12,605 | $746.0K | 0.15% | −44−0.3% | Reduced |
| Eudaimonia Advisors LLC | 12,594 | $746.0K | 0.44% | +12,594 | New |
| State of Wyoming | 12,628 | $748.0K | 0.35% | +2,048+19.4% | Added |
| Bell Bank | 12,656 | $749.0K | 0.09% | +12,656 | New |
| Aptus Capital Advisors, LLC | 12,658 | $750.0K | 0.03% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 12,674 | $750.0K | 0.30% | +214+1.7% | Added |
| Aspiriant, LLC | 12,666 | $753.0K | 0.04% | +1,329+11.7% | Added |
| Formidable Asset Management, LLC | 12,566 | $755.0K | 0.14% | +372+3.1% | Added |
| Astoria Portfolio Advisors LLC. | 12,754 | $755.0K | 0.60% | +12,754 | New |
| First Command Financial Services, Inc. | 12,762 | $756.0K | 0.11% | −31−0.2% | Reduced |
| Armbruster Capital Management, Inc. | 12,836 | $760.0K | 0.17% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 12,841 | $760.0K | 0.30% | +540+4.4% | Added |
| Adams Wealth Management | 12,855 | $761.0K | 0.24% | −1,138−8.1% | Reduced |
| MainStreet Investment Advisors LLC | 12,838 | $761.0K | 0.07% | −127−1.0% | Reduced |
| Legacy Wealth Management, LLC | 12,890 | $763.2K | 0.39% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 12,929 | $765.0K | 0.06% | −32−0.2% | Reduced |
| St. Louis Trust Co | 12,929 | $766.0K | 0.16% | +1,981+18.1% | Added |
| Charter Research & Investment Group, Inc. | 12,953 | $767.0K | 0.60% | +118+0.9% | Added |
| Pine Haven Investment Counsel, Inc | 12,975 | $768.0K | 0.72% | +12,975 | New |
| Arbor Trust Wealth Advisors, LLC | 12,980 | $769.0K | 0.44% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 13,022 | $771.0K | 0.16% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 13,028 | $771.0K | 0.10% | +1,303+11.1% | Added |
| Berger Financial Group, Inc | 13,021 | $771.0K | 0.10% | +2,912+28.8% | Added |
| Duncker Streett & Co Inc | 13,042 | $772.0K | 0.13% | 00.0% | Unchanged |
| Paradigm Financial Advisors, LLC | 13,033 | $772.0K | 0.17% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 13,045 | $772.0K | 0.58% | +200+1.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 13,060 | $773.0K | 0.49% | +947+7.8% | Added |
| SkyOak Wealth, LLC | 13,079 | $774.0K | 0.20% | +464+3.7% | Added |
| First National Bank & Trust Co of Newtown | 13,109 | $776.0K | 0.15% | +125+1.0% | Added |
| TD Ameritrade Investment Management, LLC | 13,123 | $777.0K | 0.01% | −465−3.4% | Reduced |
| Ethic Inc. | 13,118 | $777.0K | 0.06% | +1,654+14.4% | Added |
| NFC Investments, LLC | 13,164 | $779.0K | 0.16% | 00.0% | Unchanged |
| Essex Private Wealth Management, LLC | 13,165 | $779.0K | 0.66% | +11+0.1% | Added |
| Constitution Capital LLC | 13,178 | $780.0K | 0.42% | −200−1.5% | Reduced |
| Hemenway Trust Co LLC | 13,216 | $783.0K | 0.07% | −1,470−10.0% | Reduced |
| Greenspring Advisors, LLC | 13,234 | $784.0K | 0.20% | +13,234 | New |
| Keudell/Morrison Wealth Management | 13,274 | $786.0K | 0.31% | −1,170−8.1% | Reduced |
| Tiedemann Advisors, LLC | 13,268 | $787.0K | 0.04% | +98+0.7% | Added |
| Detalus Advisors, LLC | 13,288 | $787.0K | 0.38% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 13,302 | $787.6K | 0.27% | −900−6.3% | Reduced |
| MBA Advisors LLC | 13,348 | $790.0K | 0.49% | +69+0.5% | Added |
| Altavista Wealth Management, Inc. | 13,355 | $791.0K | 0.16% | +70+0.5% | Added |
| Symphony Financial, Ltd. Co. | 13,328 | $791.0K | 0.22% | +2,655+24.9% | Added |
| BCS Wealth Management | 13,374 | $792.0K | 0.28% | +1,171+9.6% | Added |
| Mountain Pacific Investment Advisers Inc | 13,398 | $793.0K | 0.05% | +400+3.1% | Added |
| Mayfair Advisory Group, LLC | 13,058 | $794.0K | 1.05% | +30.0% | Added |
| Wills Financial Group, Inc. | 13,452 | $796.0K | 0.31% | −40.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 13,473 | $798.0K | 0.08% | −1,266−8.6% | Reduced |
| Delta Financial Advisors LLC | 13,472 | $798.0K | 0.33% | −237−1.7% | Reduced |
| Ullmann Financial Group, Inc. | 13,477 | $798.0K | 0.21% | +86+0.6% | Added |
| Monetary Management Group Inc | 13,475 | $798.0K | 0.20% | +1,850+15.9% | Added |
| Park Circle Co | 13,500 | $799.0K | 0.65% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 13,518 | $800.0K | 0.15% | −200−1.5% | Reduced |
| Evernest Financial Advisors, LLC | 13,439 | $800.4K | 0.41% | +13,439 | New |
| Headinvest, LLC | 13,580 | $804.0K | 0.14% | −287−2.1% | Reduced |
| Hendershot Investments Inc. | 13,599 | $805.0K | 0.12% | +6,964+105.0% | Added |
| Pioneer Trust Bank N A | 13,615 | $806.0K | 0.21% | 00.0% | Unchanged |
| Carlson Capital Management | 13,652 | $808.0K | 0.07% | +489+3.7% | Added |
| Essex Investment Management Co LLC | 13,677 | $810.0K | 0.09% | −80−0.6% | Reduced |
| Wolff Financial Management LLC | 13,686 | $810.0K | 0.31% | +13,686 | New |
| Clark Capital Management Group, Inc. | 13,701 | $811.0K | 0.01% | +1,475+12.1% | Added |
| Paradigm Asset Management Co LLC | 13,700 | $811.2K | 0.20% | 00.0% | Unchanged |
| Gleason Group, Inc. | 13,798 | $817.0K | 0.27% | +208+1.5% | Added |
| Ashfield Capital Partners, LLC | 13,990 | $828.0K | 0.05% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 14,000 | $829.0K | 0.05% | 00.0% | Unchanged |
| SBK Financial, Inc. | 14,000 | $829.0K | 0.66% | +14,000 | New |
| Aspen Investment Management Inc | 14,047 | $832.0K | 0.41% | +51+0.4% | Added |
| Corbyn Investment Management Inc | 14,164 | $839.0K | 0.25% | +528+3.9% | Added |
| Full Sail Capital, LLC | 14,019 | $839.0K | 0.07% | +423+3.1% | Added |
| Prosperity Consulting Group, LLC | 13,711 | $839.0K | 0.63% | +13,711 | New |
| Lumature Wealth Partners, LLC | 14,190 | $840.0K | 0.33% | +60.0% | Added |
| LexAurum Advisors, LLC | 14,240 | $843.0K | 0.27% | +8+0.1% | Added |
| ASB Consultores, LLC | 14,236 | $843.0K | 0.42% | +14,236 | New |
| Glen Eagle Advisors, LLC | 14,256 | $844.1K | 0.22% | +430+3.1% | Added |
| America First Investment Advisors, LLC | 14,277 | $845.0K | 0.24% | 00.0% | Unchanged |
| First National Bank of South Miami | 14,269 | $845.0K | 0.51% | +561+4.1% | Added |
| Alpha Omega Wealth Management LLC | 13,868 | $845.0K | 0.13% | +388+2.9% | Added |
| Foundations Investment Advisors, LLC | 14,000 | $848.0K | 0.03% | +6,638+90.2% | Added |
| Sierra Capital LLC | 14,397 | $852.0K | 0.13% | +2,245+18.5% | Added |
| Private Portfolio Partners LLC | 14,398 | $852.5K | 0.22% | +274+1.9% | Added |
| Ballast, Inc. | 14,410 | $853.0K | 0.33% | +8,491+143.5% | Added |
| Pantheon Investment Group, LLC | 14,438 | $856.0K | 0.67% | −1,294−8.2% | Reduced |
| Burns Matteson Capital Management, LLC | 14,468 | $856.6K | 0.58% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 14,480 | $857.0K | 0.10% | −1,227−7.8% | Reduced |
| Agf Investments Inc. | 14,496 | $858.0K | 0.01% | −2,599−15.2% | Reduced |
| Palumbo Wealth Management LLC | 14,491 | $858.0K | 0.54% | +801+5.9% | Added |
| Blueprint Investment Partners LLC | 14,493 | $858.1K | 0.21% | +3,999+38.1% | Added |
| JT Stratford LLC | 14,503 | $859.0K | 0.24% | −3,962−21.5% | Reduced |
| RMB Capital Management, LLC | 14,505 | $859.0K | 0.03% | −3,685−20.3% | Reduced |
| Flynn Zito Capital Management, LLC | 14,566 | $859.0K | 0.73% | +14,566 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 14,539 | $861.0K | 0.95% | −1,400−8.8% | Reduced |
| Saybrook Capital | 14,565 | $862.0K | 0.22% | 00.0% | Unchanged |