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 |
|---|---|---|---|---|---|
| Hoertkorn Richard Charles | 14,604 | $865.0K | 0.35% | −96−0.7% | Reduced |
| Mid-American Wealth Advisory Group, Inc. | 14,648 | $867.0K | 0.70% | +14,648 | New |
| Sterling Investment Advisors, Ltd. | 14,717 | $871.0K | 0.25% | +128+0.9% | Added |
| First Hawaiian Bank | 14,732 | $872.0K | 0.03% | −160−1.1% | Reduced |
| Intersect Capital LLC | 14,736 | $873.0K | 0.16% | +152+1.0% | Added |
| Avestar Capital, LLC | 14,755 | $874.0K | 0.16% | −1,665−10.1% | Reduced |
| Capasso Planning Partners LLC | 14,765 | $874.0K | 0.64% | +14,765 | New |
| BBR Partners, LLC | 14,812 | $877.0K | 0.10% | −253−1.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 13,985 | $878.0K | 0.56% | +13,985 | New |
| Kingfisher Capital LLC | 14,852 | $879.0K | 0.20% | −30−0.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 14,870 | $880.0K | 0.15% | +44+0.3% | Added |
| Legacy Private Trust Co. | 14,880 | $881.0K | 0.07% | −407−2.7% | Reduced |
| Atlas Private Wealth Advisors | 14,884 | $881.0K | 0.41% | −284−1.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 14,905 | $883.0K | 0.07% | −332−2.2% | Reduced |
| Miracle Mile Advisors, LLC | 14,910 | $883.0K | 0.03% | +3,551+31.3% | Added |
| Estabrook Capital Management | 14,941 | $884.7K | 0.13% | +79+0.5% | Added |
| American Financial Advisors, LLC | 14,957 | $886.0K | 0.11% | +60.0% | Added |
| Verity Asset Management, Inc. | 14,967 | $886.0K | 0.52% | +316+2.2% | Added |
| CRA Financial Services, LLC | 14,980 | $887.0K | 0.26% | +197+1.3% | Added |
| Morse Asset Management, Inc | 15,000 | $888.0K | 0.20% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 15,068 | $892.0K | 0.27% | −288−1.9% | Reduced |
| Eqis Capital Management, Inc. | 15,106 | $894.0K | 0.07% | −1,302−7.9% | Reduced |
| CFO4Life Group, LLC | 15,095 | $894.0K | 0.18% | −496−3.2% | Reduced |
| First Financial Bank - Trust Division | 15,091 | $894.0K | 0.09% | −253−1.6% | Reduced |
| Eagle Bay Advisors LLC | 15,128 | $896.0K | 0.58% | −2,206−12.7% | Reduced |
| StrategIQ Financial Group, LLC | 15,166 | $898.0K | 0.09% | +6,971+85.1% | Added |
| Sterling Investment Counsel, LLC | 15,163 | $898.0K | 0.61% | +15,163 | New |
| Kovitz Investment Group Partners, LLC | 16,407 | $900.0K | 0.02% | +1,091+7.1% | Added |
| Selective Wealth Management, Inc. | 15,196 | $900.0K | 0.37% | +396+2.7% | Added |
| Cornerstone National Bank & Trust Co | 15,255 | $903.2K | 0.40% | −62−0.4% | Reduced |
| Burleson & Company, LLC | 15,279 | $905.0K | 0.13% | +40.0% | Added |
| SkyView Investment Advisors, LLC | 12,525 | $907.0K | 0.20% | −2,103−14.4% | Reduced |
| Hirtle Callaghan & Co LLC | 15,382 | $911.0K | 0.05% | +958+6.6% | Added |
| Sofos Investments, Inc. | 10,161 | $911.0K | 0.07% | +1,068+11.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 15,409 | $912.0K | 0.06% | −367−2.3% | Reduced |
| Baldwin Investment Management, LLC | 15,400 | $912.0K | 0.24% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 15,412 | $912.0K | 0.38% | +112+0.7% | Added |
| Wintrust Investments LLC | 15,418 | $913.0K | 0.09% | +46+0.3% | Added |
| Naples Global Advisors, LLC | 15,423 | $913.0K | 0.11% | +958+6.6% | Added |
| WSFS Capital Management, LLC | 15,486 | $917.0K | 0.35% | 00.0% | Unchanged |
| Aries Wealth Management | 15,492 | $917.0K | 0.35% | +388+2.6% | Added |
| First Financial Corp | 15,520 | $919.0K | 0.56% | −685−4.2% | Reduced |
| ACT Advisors, LLC. | 15,527 | $919.0K | 0.67% | +190+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 15,548 | $921.0K | 0.20% | +770+5.2% | Added |
| Family Management Corp | 15,681 | $928.0K | 0.24% | −706−4.3% | Reduced |
| Peak Asset Management, LLC | 15,757 | $933.0K | 0.22% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 15,793 | $935.0K | 0.22% | −513−3.1% | Reduced |
| N.E.W. Advisory Services LLC | 15,787 | $935.0K | 0.14% | −149−0.9% | Reduced |
| Cornerstone Management, Inc. | 15,803 | $935.7K | 0.26% | −40.0% | Reduced |
| Marathon Capital Management | 15,810 | $936.0K | 0.22% | −49−0.3% | Reduced |
| LS Investment Advisors, LLC | 15,920 | $943.0K | 0.14% | +2,760+21.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 16,018 | $948.0K | 0.62% | 00.0% | Unchanged |
| Coastline Trust Co | 16,025 | $949.0K | 0.11% | −6,750−29.6% | Reduced |
| Rosenbaum Jay D. | 16,076 | $952.0K | 1.40% | −239−1.5% | Reduced |
| Lathrop Investment Management Corp | 16,099 | $953.0K | 0.19% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 16,154 | $956.0K | 0.21% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16,147 | $956.0K | 0.06% | +287+1.8% | Added |
| Stableford Capital II LLC | 15,937 | $956.0K | 0.40% | +1,940+13.9% | Added |
| Strengthening Families & Communities, LLC | 16,205 | $959.0K | 0.73% | +16,205 | New |
| Lindbrook Capital, LLC | 16,210 | $960.0K | 0.15% | +8,650+114.4% | Added |
| Bray Capital Advisors | 16,322 | $966.0K | 0.24% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 16,320 | $966.0K | 0.36% | +1,553+10.5% | Added |
| Klingenstein Fields & Co LP | 16,339 | $967.0K | 0.04% | −920−5.3% | Reduced |
| Keebeck Wealth Management, LLC | 16,360 | $969.0K | 0.17% | 00.0% | Unchanged |
| LCNB Corp | 16,442 | $974.0K | 0.45% | −510−3.0% | Reduced |
| SFMG, LLC | 16,668 | $987.0K | 0.10% | +5,253+46.0% | Added |
| Dorsey & Whitney Trust CO LLC | 16,672 | $989.0K | 0.08% | +3,095+22.8% | Added |
| Capstone Financial Advisors, Inc. | 16,717 | $990.0K | 0.07% | +10.0% | Added |
| Mainstay Capital Management LLC | 16,791 | $994.0K | 0.30% | −15,569−48.1% | Reduced |
| CenterStar Asset Management, LLC | – | $1.00M | 0.76% | – | – |
| Infusive Asset Management Inc. | 16,884 | $1.00M | 0.35% | −120−0.7% | Reduced |
| Fieldpoint Private Securities, LLC | 16,906 | $1.00M | 0.20% | +218+1.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,903 | $1.00M | 0.05% | +3,234+23.7% | Added |
| RGT Wealth Advisors, LLC | 16,907 | $1.00M | 0.15% | +16,907 | New |
| Autus Asset Management, LLC | 16,945 | $1.00M | 0.10% | +20+0.1% | Added |
| Wall Street Access Asset Management, LLC | 18,237 | $1.00M | 0.53% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 17,000 | $1.01M | 0.47% | +17,000 | New |
| StoneX Group Inc. | 17,033 | $1.01M | 0.12% | −777−4.4% | Reduced |
| Powers Advisory Group, LLC | 17,073 | $1.01M | 0.71% | +17,073 | New |
| First Dallas Securities Inc. | 17,164 | $1.02M | 0.67% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 17,202 | $1.02M | 0.02% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 17,250 | $1.02M | 0.58% | −2,160−11.1% | Reduced |
| Harrison & Co Wealth Management, LLC | 17,294 | $1.02M | 0.86% | +17,294 | New |
| Aldebaran Financial Inc. | 17,323 | $1.03M | 0.80% | +35+0.2% | Added |
| TRUE Private Wealth Advisors | 17,369 | $1.03M | 0.15% | −796−4.4% | Reduced |
| Wellington Shields & Co., LLC | 17,375 | $1.03M | 0.21% | −225−1.3% | Reduced |
| Beaton Management Co. Inc. | 17,375 | $1.03M | 0.61% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 17,394 | $1.03M | 0.60% | −3,144−15.3% | Reduced |
| YHB Investment Advisors, Inc. | 17,417 | $1.03M | 0.08% | −451−2.5% | Reduced |
| Providence First Trust Co | 17,410 | $1.03M | 0.47% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 17,444 | $1.03M | 0.07% | −346−1.9% | Reduced |
| Next Capital Management LLC | 17,450 | $1.03M | 0.71% | 00.0% | Unchanged |
| HBK Investments L P | 17,500 | $1.04M | 0.02% | +17,500 | New |
| Voya Financial Advisors, Inc. | 17,642 | $1.04M | 0.12% | −626−3.4% | Reduced |
| Freedom Day Solutions, LLC | 17,537 | $1.04M | 0.42% | −50−0.3% | Reduced |
| Nwam LLC | 17,540 | $1.04M | 0.08% | +7,533+75.3% | Added |
| Bluefin Capital Management, LLC | 17,600 | $1.04M | 0.08% | −13,845−44.0% | Reduced |
| O'Rourke & Company, Inc | 17,739 | $1.05M | 0.70% | +17,739 | New |
| CAPROCK Group, Inc. | 17,752 | $1.05M | 0.09% | −1,126−6.0% | Reduced |
| Blume Capital Management, Inc. | 17,750 | $1.05M | 0.35% | 00.0% | Unchanged |