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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 20,903 | $1.24M | 0.15% | +60+0.3% | Added |
| Andesa Financial Management Inc. | 20,910 | $1.24M | 0.61% | +1,108+5.6% | Added |
| Resources Management Corp | 20,943 | $1.24M | 0.16% | −688−3.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,050 | $1.25M | 0.04% | −10,909−34.1% | Reduced |
| Lindsell Train LtdSuperinvestorLindsell Train | 21,100 | $1.25M | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 21,155 | $1.25M | 0.22% | −1,596−7.0% | Reduced |
| Clare Market Investments LLC | 21,174 | $1.25M | 0.35% | −10,748−33.7% | Reduced |
| EPG Wealth Management LLC | 21,179 | $1.25M | 0.44% | +796+3.9% | Added |
| Somerville Kurt F | 21,205 | $1.25M | 0.17% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 21,222 | $1.26M | 0.37% | −1,200−5.4% | Reduced |
| Lake Street Advisors Group, LLC | 21,250 | $1.26M | 0.08% | +1,680+8.6% | Added |
| G&S Capital LLC | 21,291 | $1.26M | 0.63% | −175−0.8% | Reduced |
| W Advisors, LLC | 21,291 | $1.26M | 0.94% | +21,291 | New |
| Ballentine Partners, LLC | 21,400 | $1.27M | 0.04% | +3,425+19.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 21,435 | $1.27M | 0.01% | −1,275−5.6% | Reduced |
| Wilkinson Global Asset Management LLC | 21,475 | $1.27M | 0.07% | −560−2.5% | Reduced |
| Centric Wealth Management | 21,485 | $1.27M | 0.42% | +1,420+7.1% | Added |
| Sandy Cove Advisors, LLC | 21,500 | $1.27M | 1.07% | +21,500 | New |
| Peddock Capital Advisors, LLC | 21,541 | $1.27M | 0.42% | 00.0% | Unchanged |
| Americana Partners, LLC | 21,560 | $1.28M | 0.23% | +14,554+207.7% | Added |
| Ironwood Investment Counsel, LLC | 21,582 | $1.28M | 0.29% | −84−0.4% | Reduced |
| Windsor Group LTD | 21,206 | $1.28M | 0.23% | −975−4.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 21,608 | $1.28M | 0.82% | −233−1.1% | Reduced |
| Diversified Portfolios, Inc. | 21,630 | $1.28M | 0.31% | +3,370+18.5% | Added |
| Warren Averett Asset Management, LLC | 21,283 | $1.28M | 0.11% | −134−0.6% | Reduced |
| Corton Capital Inc. | 21,706 | $1.28M | 0.57% | +21,706 | New |
| Smith & Howard Wealth Management, LLC | 21,737 | $1.29M | 0.58% | −1,078−4.7% | Reduced |
| Summit Asset Management, LLC | 21,736 | $1.29M | 0.36% | +246+1.1% | Added |
| Kistler-Tiffany Companies, LLC | 21,809 | $1.29M | 0.25% | +84+0.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 21,852 | $1.29M | 0.49% | +1,736+8.6% | Added |
| Heritage Wealth Advisors | 21,882 | $1.30M | 0.07% | +398+1.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 22,000 | $1.30M | 0.41% | −1,500−6.4% | Reduced |
| Brave Asset Management Inc | 22,037 | $1.30M | 0.36% | −138−0.6% | Reduced |
| Martin & Co Inc | 22,076 | $1.31M | 0.30% | −319−1.4% | Reduced |
| Gries Financial LLC | 22,155 | $1.31M | 0.54% | −70−0.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 22,229 | $1.32M | 0.09% | +6,953+45.5% | Added |
| Chicago Partners Investment Group LLC | 21,863 | $1.33M | 0.09% | −587−2.6% | Reduced |
| Coco Enterprises, LLC | 22,409 | $1.33M | 1.04% | +1,182+5.6% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 22,467 | $1.33M | 0.05% | +4,553+25.4% | Added |
| Whitener Capital Management, Inc. | 22,494 | $1.33M | 0.48% | +592+2.7% | Added |
| Meridian Wealth Advisors, LLC | 22,544 | $1.33M | 0.32% | −768−3.3% | Reduced |
| 17 Capital Partners, LLC | 22,568 | $1.34M | 1.22% | −775−3.3% | Reduced |
| Appleton Partners Inc | 22,556 | $1.34M | 0.10% | +2,000+9.7% | Added |
| VeraBank, N.A. | 22,586 | $1.34M | 0.68% | +100+0.4% | Added |
| Clarkston Capital Partners, LLC | 22,615 | $1.34M | 0.02% | +22,615 | New |
| Lederer & Associates Investment Counsel | 22,635 | $1.34M | 0.78% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 22,635 | $1.34M | 0.13% | +22,635 | New |
| Centiva Capital, LP | 22,641 | $1.34M | 0.09% | +6,895+43.8% | Added |
| Edgewood Management LLC | 22,671 | $1.34M | 0.00% | −5,009−18.1% | Reduced |
| Stiles Financial Services Inc | 22,665 | $1.34M | 0.65% | +22,665 | New |
| Carson Advisory Inc. | 22,740 | $1.35M | 1.36% | +22,740 | New |
| V Wealth Advisors LLC | 22,777 | $1.35M | 0.20% | −201−0.9% | Reduced |
| Wealthsource Partners, LLC | 22,767 | $1.35M | 0.11% | +872+4.0% | Added |
| American National Insurance Co | 22,820 | $1.35M | 0.30% | −214,140−90.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 22,830 | $1.35M | 0.09% | −510−2.2% | Reduced |
| Financial Council Asset Management Inc | 22,889 | $1.35M | 1.62% | +65+0.3% | Added |
| Davis R M Inc | 22,890 | $1.35M | 0.03% | +253+1.1% | Added |
| Norway Savings Bank | 22,914 | $1.36M | 0.59% | +100+0.4% | Added |
| AXS Investments LLC | 22,934 | $1.36M | 0.32% | −618,374−96.4% | Reduced |
| Renasant Bank | 22,971 | $1.36M | 0.93% | +4,444+24.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 22,989 | $1.36M | 0.69% | +68+0.3% | Added |
| JFS Wealth Advisors, LLC | 23,050 | $1.36M | 0.13% | −755−3.2% | Reduced |
| Bank Ozk | 23,058 | $1.36M | 0.56% | −685−2.9% | Reduced |
| West Branch Capital LLC | 23,181 | $1.37M | 0.58% | +511+2.3% | Added |
| Sutton Wealth Advisors Inc. | 23,222 | $1.37M | 0.46% | −84−0.4% | Reduced |
| Credential Qtrade Securities Inc. | 23,239 | $1.38M | 0.09% | +688+3.1% | Added |
| Segment Wealth Management, LLC | 23,238 | $1.38M | 0.14% | +5,154+28.5% | Added |
| Accretive Wealth Partners, LLC | 23,403 | $1.39M | 0.88% | +951+4.2% | Added |
| Center for Financial Planning, Inc. | 23,438 | $1.39M | 0.28% | −40−0.2% | Reduced |
| Investment House LLC | 23,460 | $1.39M | 0.09% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 23,476 | $1.39M | 0.46% | −3,782−13.9% | Reduced |
| Davidson Capital Management Inc. | 23,477 | $1.39M | 0.76% | +210+0.9% | Added |
| Founders Financial Alliance, LLC | 23,501 | $1.39M | 0.56% | −696−2.9% | Reduced |
| Financial Sense Advisors, Inc. | 23,534 | $1.39M | 0.48% | +1,752+8.0% | Added |
| Spinnaker Trust | 23,554 | $1.40M | 0.09% | +4,000+20.5% | Added |
| Capital Asset Advisory Services LLC | 23,647 | $1.40M | 0.15% | −484−2.0% | Reduced |
| Westhampton Capital, LLC | 23,648 | $1.40M | 0.86% | −122−0.5% | Reduced |
| Pathstone Family Office, LLC | 23,562 | $1.40M | 0.03% | +1,884+8.7% | Added |
| Wealthcare Advisory Partners LLC | 23,783 | $1.41M | 0.08% | +1,997+9.2% | Added |
| Versor Investments LP | 23,800 | $1.41M | 0.04% | −5,014−17.4% | Reduced |
| Hedeker Wealth, LLC | 24,001 | $1.42M | 0.41% | −858−3.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 24,090 | $1.42M | 0.10% | +15,467+179.4% | Added |
| Claret Asset Management Corp | 24,027 | $1.42M | 0.26% | −355−1.5% | Reduced |
| Access Financial Services, Inc. | 24,044 | $1.42M | 0.64% | −4,588−16.0% | Reduced |
| Legacy Financial Advisors, Inc. | 24,053 | $1.42M | 0.33% | +1,231+5.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,074 | $1.43M | 0.12% | +15,725+188.3% | Added |
| Benin Management CORP | 24,097 | $1.43M | 0.43% | −1,400−5.5% | Reduced |
| Navalign, LLC | 24,117 | $1.43M | 0.57% | −391−1.6% | Reduced |
| Berkeley Capital Partners, LLC | 24,193 | $1.43M | 0.59% | −9,087−27.3% | Reduced |
| Soros Capital Management LLC | 24,200 | $1.43M | 0.39% | +24,200 | New |
| Security National Bank of So Dak | 24,216 | $1.43M | 0.97% | +60+0.2% | Added |
| Terry L. Blaker | 24,264 | $1.44M | 0.11% | −2,329−8.8% | Reduced |
| Sculati Wealth Management, LLC | 24,301 | $1.44M | 0.70% | +1,576+6.9% | Added |
| Thoroughbred Financial Services, LLC | 24,332 | $1.44M | 0.30% | −1,489−5.8% | Reduced |
| Wilkins Investment Counsel Inc | 24,330 | $1.44M | 0.32% | −2,420−9.0% | Reduced |
| Goepper Burkhardt LLC | 24,341 | $1.44M | 0.86% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 24,341 | $1.44M | 0.58% | +7,498+44.5% | Added |
| Taylor Hoffman Wealth Management | 24,389 | $1.44M | 0.55% | +1,800+8.0% | Added |
| Financial Architects, Inc | 24,421 | $1.45M | 0.20% | +3,872+18.8% | Added |
| Smith Anglin Financial, LLC | 24,439 | $1.45M | 0.25% | +459+1.9% | Added |