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 |
|---|---|---|---|---|---|
| Cito Capital Group, LLC | 17,860 | $1.06M | 0.44% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 17,867 | $1.06M | 0.69% | +167+0.9% | Added |
| Telos Capital Management, Inc. | 17,897 | $1.06M | 0.13% | −1,313−6.8% | Reduced |
| Financial Advisory Service, Inc. | 17,958 | $1.06M | 0.10% | −7,001−28.1% | Reduced |
| Bedel Financial Consulting, Inc. | 17,956 | $1.06M | 0.33% | +79+0.4% | Added |
| Investment Partners, Ltd. | 17,947 | $1.06M | 0.43% | +1,062+6.3% | Added |
| Private Capital Advisors, Inc. | 18,010 | $1.07M | 0.17% | 00.0% | Unchanged |
| Regents of the University of California | 18,000 | $1.07M | 0.15% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 18,043 | $1.07M | 0.30% | +243+1.4% | Added |
| Means Investment Co., Inc. | 18,096 | $1.07M | 0.19% | +20.0% | Added |
| Royal Capital Wealth Management, LLC | 18,104 | $1.07M | 1.04% | +18,104 | New |
| WealthTrust Axiom LLC | 18,141 | $1.07M | 0.34% | −400−2.2% | Reduced |
| Personal Cfo Solutions, LLC | 18,140 | $1.07M | 0.20% | −59−0.3% | Reduced |
| Adviser Investments LLC | 18,141 | $1.07M | 0.07% | +1,075+6.3% | Added |
| Schechter Investment Advisors, LLC | 18,158 | $1.07M | 0.10% | +18,158 | New |
| Ledyard National Bank | 18,218 | $1.08M | 0.10% | −415−2.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 18,260 | $1.08M | 0.42% | −102−0.6% | Reduced |
| 1st Source Bank | 18,295 | $1.08M | 0.06% | −428−2.3% | Reduced |
| Successful Portfolios LLC | 18,290 | $1.08M | 0.59% | −15−0.1% | Reduced |
| Great Lakes Advisors, LLC | 18,302 | $1.08M | 0.02% | −2,081−10.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 18,333 | $1.08M | 0.22% | 00.0% | Unchanged |
| Ignite Planners, LLC | 17,806 | $1.08M | 0.71% | +17,806 | New |
| Doliver Advisors, LP | 17,822 | $1.09M | 0.35% | −4,189−19.0% | Reduced |
| JNBA Financial Advisors | 18,342 | $1.09M | 0.13% | +64+0.4% | Added |
| Cairn Investment Group, Inc. | 18,355 | $1.09M | 0.75% | +2,970+19.3% | Added |
| Summit Place Financial Advisors, LLC | 18,385 | $1.09M | 0.75% | −313−1.7% | Reduced |
| Spreng Capital Management, Inc. | 18,413 | $1.09M | 0.63% | +1,300+7.6% | Added |
| Hendley & Co Inc | 18,441 | $1.09M | 0.36% | −1,200−6.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 18,448 | $1.09M | 0.37% | +1,298+7.6% | Added |
| Cahaba Wealth Management, Inc. | 18,482 | $1.09M | 0.15% | +567+3.2% | Added |
| Ashburton (Jersey) Ltd | 18,557 | $1.10M | 0.46% | −5,096−21.5% | Reduced |
| Eagle Ridge Investment Management | 18,560 | $1.10M | 0.12% | 00.0% | Unchanged |
| Farmers Trust Co | 18,783 | $1.11M | 0.23% | −43−0.2% | Reduced |
| Narwhal Capital Management | 18,783 | $1.11M | 0.13% | +1,685+9.9% | Added |
| Independent Financial Group, LLC | 18,813 | $1.11M | 0.09% | +885+4.9% | Added |
| Security National Bank of Sioux City Iowa | 18,822 | $1.11M | 0.77% | −45−0.2% | Reduced |
| Essex Savings Bank | 18,842 | $1.11M | 0.38% | −147−0.8% | Reduced |
| Old North State Trust, LLC | 18,838 | $1.11M | 0.80% | +260+1.4% | Added |
| Novare Capital Management LLC | 18,824 | $1.11M | 0.11% | +505+2.8% | Added |
| McMillion Capital Management Inc | 18,853 | $1.12M | 0.60% | +581+3.2% | Added |
| Grimes & Company, Inc. | 18,891 | $1.12M | 0.05% | −324−1.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 18,975 | $1.12M | 0.35% | −400−2.1% | Reduced |
| Octavia Wealth Advisors, LLC | 18,980 | $1.12M | 0.24% | +268+1.4% | Added |
| CNB Bank | 19,071 | $1.13M | 0.62% | −680−3.4% | Reduced |
| Ascension Asset Management LLC | 19,100 | $1.13M | 0.67% | 00.0% | Unchanged |
| Davidson Trust Co | 19,124 | $1.13M | 0.78% | −110−0.6% | Reduced |
| Ferris Capital, LLC | 19,179 | $1.14M | 0.25% | 00.0% | Unchanged |
| First Bank & Trust | 19,186 | $1.14M | 0.48% | −1,346−6.6% | Reduced |
| Bayesian Capital Management, LP | 19,200 | $1.14M | 0.36% | −17,600−47.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 19,207 | $1.14M | 0.30% | +153+0.8% | Added |
| Delta Asset Management LLC | 19,217 | $1.14M | 0.10% | −332−1.7% | Reduced |
| Polar Asset Management Partners Inc. | 19,235 | $1.14M | 0.01% | +19,235 | New |
| Reynders McVeigh Capital Management, LLC | 19,251 | $1.14M | 0.06% | +2,613+15.7% | Added |
| City State Bank | 19,282 | $1.14M | 0.70% | +19,282 | New |
| Asset Allocation & Management Company, LLC | 19,299 | $1.14M | 0.39% | +19,299 | New |
| Redmond Asset Management, LLC | 19,332 | $1.15M | 0.32% | +5,460+39.4% | Added |
| Congress Park Capital LLC | 19,425 | $1.15M | 0.57% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 19,437 | $1.15M | 0.18% | +314+1.6% | Added |
| Biltmore Family Office, LLC | 19,455 | $1.15M | 0.22% | +60.0% | Added |
| Heartwood Wealth Advisors LLC | 19,470 | $1.15M | 0.17% | +2,685+16.0% | Added |
| Marks Group Wealth Management, Inc | 19,523 | $1.16M | 0.14% | +4,500+30.0% | Added |
| Biglari, Sardar | 19,506 | $1.16M | 5.72% | +7,339+60.3% | Added |
| Joel Isaacson & Co., LLC | 19,541 | $1.16M | 0.08% | −118−0.6% | Reduced |
| Strategic Blueprint, LLC | 19,657 | $1.16M | 0.15% | +7,697+64.4% | Added |
| HawsGoodwin Investment Management LLC | 19,692 | $1.17M | 0.34% | −559−2.8% | Reduced |
| Marcum Wealth, LLC | 19,707 | $1.17M | 0.16% | −184−0.9% | Reduced |
| Eastern Bank | 19,780 | $1.17M | 0.05% | −1,901−8.8% | Reduced |
| Stonnington Group, LLC | 19,370 | $1.17M | 0.25% | +3,880+25.0% | Added |
| Sage Mountain Advisors LLC | 19,867 | $1.18M | 0.14% | +4,733+31.3% | Added |
| Buffington Mohr McNeal | 19,872 | $1.18M | 0.20% | +650+3.4% | Added |
| InTrack Investment Management Inc | 19,896 | $1.18M | 0.81% | +968+5.1% | Added |
| Longfellow Investment Management Co LLC | 19,947 | $1.18M | 0.19% | −3,494−14.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 19,971 | $1.18M | 0.20% | −566−2.8% | Reduced |
| Hills Bank & Trust Co | 19,958 | $1.18M | 0.16% | +355+1.8% | Added |
| Advisors Capital Management, LLC | 19,964 | $1.18M | 0.03% | +6,392+47.1% | Added |
| Provident Investment Management, Inc. | 20,000 | $1.18M | 0.11% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 20,005 | $1.18M | 0.41% | +940+4.9% | Added |
| Leverage Partners Absolute Return Fund SPC | 20,000 | $1.18M | 0.68% | +15,000+300.0% | Added |
| Windsor Capital Management, LLC | 20,059 | $1.19M | 0.36% | +244+1.2% | Added |
| St Germain D J Co Inc | 20,071 | $1.19M | 0.07% | +1,928+10.6% | Added |
| Schnieders Capital Management LLC | 20,061 | $1.19M | 0.28% | +2,480+14.1% | Added |
| Gyon Technologies Capital Management, LP | 20,071 | $1.19M | 0.22% | +20,071 | New |
| Jones Financial Companies LLLP | 20,085 | $1.19M | 0.00% | −52−0.3% | Reduced |
| Exchange Capital Management, Inc. | 20,180 | $1.20M | 0.22% | +718+3.7% | Added |
| Garrison Point Advisors, LLC | 20,198 | $1.20M | 0.79% | +775+4.0% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 19,667 | $1.20M | 0.19% | 00.0% | Unchanged |
| Founders Capital Management | 20,490 | $1.21M | 0.78% | −367−1.8% | Reduced |
| Little House Capital LLC | 20,500 | $1.21M | 0.64% | +210+1.0% | Added |
| Donoghue Forlines LLC | 20,561 | $1.22M | 0.21% | +625+3.1% | Added |
| Van Hulzen Asset Management, LLC | 20,620 | $1.22M | 0.13% | −475−2.3% | Reduced |
| Bank of New Hampshire | 20,700 | $1.23M | 0.30% | −50−0.2% | Reduced |
| Oxford Financial Group Ltd | 20,722 | $1.23M | 0.14% | −479−2.3% | Reduced |
| GW&K Investment Management, LLC | 20,735 | $1.23M | 0.01% | +7,255+53.8% | Added |
| OPSEU Pension Plan Trust Fund | 20,335 | $1.23M | 0.28% | +569+2.9% | Added |
| Heritage Financial Services, LLC | 20,779 | $1.23M | 0.96% | +20,779 | New |
| Pinnacle Wealth Planning Services, Inc. | 20,785 | $1.23M | 0.25% | +294+1.4% | Added |
| Bell Rock Capital LLC | 20,463 | $1.23M | 0.91% | +20,463 | New |
| TFG Advisers LLC | 20,887 | $1.24M | 0.54% | −172−0.8% | Reduced |
| Syntal Capital Partners, LLC | 20,904 | $1.24M | 0.53% | +27+0.1% | Added |
| Zullo Investment Group, Inc. | 20,886 | $1.24M | 0.64% | +20,886 | New |