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 |
|---|---|---|---|---|---|
| Am Investment Strategies LLC | 29,035 | $1.72M | 0.41% | +21+0.1% | Added |
| LVM Capital Management Ltd | 29,047 | $1.72M | 0.23% | −100.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 29,230 | $1.73M | 0.41% | +2,634+9.9% | Added |
| Hudock, Inc. | 29,286 | $1.73M | 0.49% | −108−0.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 29,343 | $1.74M | 0.85% | 00.0% | Unchanged |
| Compton Capital Management Inc | 29,427 | $1.74M | 0.45% | +1,800+6.5% | Added |
| Jennison Associates LLC | 29,434 | $1.74M | 0.00% | +29,434 | New |
| Texas Yale Capital Corp. | 29,512 | $1.75M | 0.09% | +1,515+5.4% | Added |
| Mayflower Financial Advisors, LLC | 29,548 | $1.75M | 0.23% | +553+1.9% | Added |
| Meridian Wealth Management, LLC | 29,840 | $1.77M | 0.19% | −564−1.9% | Reduced |
| Arete Wealth Advisors, LLC | 29,858 | $1.77M | 0.15% | +4,790+19.1% | Added |
| Silverlake Wealth Management LLC | 29,918 | $1.77M | 0.95% | +29,918 | New |
| Aull & Monroe Investment Management Corp | 29,941 | $1.77M | 0.79% | +1,433+5.0% | Added |
| CVA Family Office, LLC | 29,941 | $1.77M | 0.44% | +4,589+18.1% | Added |
| Boston Financial Mangement LLC | 29,970 | $1.77M | 0.06% | −1,314−4.2% | Reduced |
| ICW Investment Advisors LLC | 29,983 | $1.77M | 0.99% | +1,234+4.3% | Added |
| Cobblestone Capital Advisors LLC | 30,164 | $1.79M | 0.11% | +2,253+8.1% | Added |
| Highlander Capital Management, LLC | 30,230 | $1.79M | 0.83% | 00.0% | Unchanged |
| CCLA Investment Management Ltd | 30,242 | $1.79M | 0.03% | −184−0.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 30,233 | $1.79M | 0.24% | −124−0.4% | Reduced |
| North Star Asset Management Inc | 30,241 | $1.79M | 0.09% | +1,700+6.0% | Added |
| Focus Financial Network, Inc. | 30,295 | $1.79M | 0.26% | +2,645+9.6% | Added |
| Financial Advocates Investment Management | 30,426 | $1.80M | 0.13% | +358+1.2% | Added |
| Meristem Family Wealth, LLC | 30,470 | $1.80M | 0.15% | +2,217+7.8% | Added |
| Brighton Jones LLC | 30,463 | $1.80M | 0.09% | +3,753+14.1% | Added |
| Convergence Investment Partners, LLC | 30,524 | $1.81M | 0.92% | +3,151+11.5% | Added |
| Certified Advisory Corp | 30,539 | $1.81M | 0.40% | +357+1.2% | Added |
| Northeast Financial Consultants Inc | 30,567 | $1.81M | 0.11% | +93+0.3% | Added |
| Bonness Enterprises Inc | 30,600 | $1.81M | 0.84% | −1,000−3.2% | Reduced |
| Beaumont Financial Partners, LLC | 30,634 | $1.81M | 0.13% | +7,493+32.4% | Added |
| Boyd Watterson Asset Management LLC | 30,663 | $1.82M | 0.60% | −53−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 30,747 | $1.82M | 0.02% | +285+0.9% | Added |
| NEXT Financial Group, Inc | 30,773 | $1.82M | 0.12% | −1,040−3.3% | Reduced |
| Bridgeworth, LLC | 30,778 | $1.82M | 0.40% | +6,217+25.3% | Added |
| Cozad Asset Management Inc | 30,787 | $1.82M | 0.26% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 30,786 | $1.82M | 0.38% | +104+0.3% | Added |
| Autumn Glory Partners, LLC | 30,802 | $1.82M | 0.76% | +30,802 | New |
| Sepio Capital, LP | 30,805 | $1.82M | 0.14% | −942−3.0% | Reduced |
| Chicago Trust Co NA | 30,816 | $1.82M | 0.36% | −567−1.8% | Reduced |
| Bessemer Securities LLC | 30,822 | $1.82M | 0.49% | +4,422+16.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 30,855 | $1.83M | 0.12% | −7,314−19.2% | Reduced |
| First Personal Financial Services | 30,988 | $1.83M | 0.41% | −250−0.8% | Reduced |
| Pinnacle Bancorp, Inc. | 31,163 | $1.84M | 0.65% | −1,462−4.5% | Reduced |
| TCM Advisors, LLC | 30,929 | $1.85M | 1.64% | +30,929 | New |
| Mogy Joel R Investment Counsel Inc | 31,314 | $1.85M | 0.13% | +7,088+29.3% | Added |
| Snowden Capital Advisors LLC | 31,386 | $1.86M | 0.09% | −9,243−22.7% | Reduced |
| GSB Wealth Management, LLC | 31,462 | $1.86M | 0.53% | +23,062+274.5% | Added |
| Roberts Glore & Co Inc | 31,489 | $1.86M | 0.49% | +410+1.3% | Added |
| LBMC Investment Advisors, LLC | 31,574 | $1.87M | 0.16% | −217−0.7% | Reduced |
| Bridges Investment Management Inc | 31,605 | $1.87M | 0.05% | −2,500−7.3% | Reduced |
| ARGI Investment Services, LLC | 31,612 | $1.87M | 0.06% | +1,477+4.9% | Added |
| Triangle Securities Wealth Management | 31,650 | $1.87M | 0.59% | +360+1.2% | Added |
| Cohen Investment Advisors LLC | 31,706 | $1.88M | 1.34% | +20+0.1% | Added |
| Aevitas Wealth Management, Inc. | 31,763 | $1.88M | 1.12% | +156+0.5% | Added |
| Mountain Capital Investment Advisors, Inc | 31,181 | $1.89M | 0.85% | +5,610+21.9% | Added |
| Dohj, LLC | 31,851 | $1.89M | 0.84% | −2,035−6.0% | Reduced |
| Flputnam Investment Management Co | 31,856 | $1.89M | 0.06% | +6,072+23.5% | Added |
| Axxcess Wealth Management, LLC | 31,861 | $1.89M | 0.14% | +31,861 | New |
| South Street Advisors LLC | 31,880 | $1.89M | 0.33% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 31,935 | $1.89M | 0.08% | −4,336−12.0% | Reduced |
| Boltwood Capital Management | 31,975 | $1.89M | 0.70% | +150+0.5% | Added |
| Orion Portfolio Solutions, LLC | 31,976 | $1.89M | 0.06% | +613+2.0% | Added |
| InterOcean Capital Group, LLC | 31,994 | $1.89M | 0.08% | +740+2.4% | Added |
| Manchester Capital Management LLC | 32,027 | $1.90M | 0.25% | +826+2.6% | Added |
| Perpetual Investment Management Ltd | 32,038 | $1.90M | 0.22% | +3,200+11.1% | Added |
| Woodmont Investment Counsel LLC | 32,073 | $1.90M | 0.24% | −139−0.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 32,210 | $1.91M | 0.38% | +20,400+172.7% | Added |
| LeJeune Puetz Investment Counsel LLC | 32,273 | $1.91M | 0.64% | +75+0.2% | Added |
| Landscape Capital Management, L.L.C. | 32,321 | $1.91M | 0.27% | −142,745−81.5% | Reduced |
| Consolidated Planning Corp | 32,468 | $1.92M | 1.24% | −416−1.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 32,499 | $1.92M | 0.14% | −2,764−7.8% | Reduced |
| Symmetry Partners, LLC | 32,556 | $1.93M | 0.12% | −792−2.4% | Reduced |
| Credit Agricole S A | 32,583 | $1.93M | 0.06% | −38,865−54.4% | Reduced |
| Blackhawk Capital Partners LLC. | 32,575 | $1.93M | 1.17% | +1,594+5.1% | Added |
| Paradigm Financial Partners, LLC | 32,618 | $1.93M | 0.41% | −565−1.7% | Reduced |
| Point72 Hong Kong Ltd | 32,630 | $1.93M | 0.16% | −182,220−84.8% | Reduced |
| Rothschild Investment Corp | 32,768 | $1.94M | 0.15% | −140−0.4% | Reduced |
| Hodges Capital Management Inc. | 32,791 | $1.94M | 0.14% | −506−1.5% | Reduced |
| Holderness Investments Co | 32,799 | $1.94M | 0.57% | +847+2.7% | Added |
| SWS Partners | 32,804 | $1.94M | 1.10% | +2,026+6.6% | Added |
| Knuff & Co LLC | 32,800 | $1.94M | 0.60% | +32,000+4,000.0% | Added |
| D.B. Root & Company, LLC | 32,846 | $1.94M | 0.70% | −448−1.3% | Reduced |
| Smith, Moore & Co. | 32,848 | $1.95M | 0.27% | +293+0.9% | Added |
| Brookfield Asset Management Inc. | 32,909 | $1.95M | 0.01% | +32,909 | New |
| Shoker Investment Counsel, Inc. | 32,972 | $1.95M | 0.89% | −162−0.5% | Reduced |
| Peoples Financial Services Corp. | 33,046 | $1.96M | 0.76% | −635−1.9% | Reduced |
| Fruth Investment Management | 33,077 | $1.96M | 0.54% | −225−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 33,151 | $1.96M | 0.28% | +1,245+3.9% | Added |
| Mission Wealth Management, LP | 33,190 | $1.97M | 0.09% | +6,799+25.8% | Added |
| Smith Shellnut Wilson LLC | 33,201 | $1.97M | 0.97% | +1,197+3.7% | Added |
| Laurel Wealth Advisors, Inc. | 33,243 | $1.97M | 0.15% | +6,574+24.7% | Added |
| Belpointe Asset Management LLC | 33,435 | $1.98M | 0.12% | +246+0.7% | Added |
| Beck Mack & Oliver LLC | 33,440 | $1.98M | 0.05% | −8,173−19.6% | Reduced |
| Abacus Planning Group, Inc. | 33,444 | $1.98M | 0.53% | −319−0.9% | Reduced |
| Exeter Financial, LLC | 32,874 | $1.99M | 1.09% | +702+2.2% | Added |
| MBB Public Markets I LLC | 33,682 | $1.99M | 0.04% | +33,682 | New |
| Clarius Group, LLC | 33,686 | $2.00M | 0.16% | +792+2.4% | Added |
| Curbstone Financial Management Corp | 33,782 | $2.00M | 0.35% | −450−1.3% | Reduced |
| Founders Financial Securities LLC | 33,817 | $2.00M | 0.36% | +3,253+10.6% | Added |
| Bowen Hanes & Co Inc | 33,850 | $2.00M | 0.06% | −750−2.2% | Reduced |