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
- +295 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
- 91
- 921 more reduced
46 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 | 3,584 | $241.9B |
| Q4 2025 | 3,484 | $222.6B |
| Q3 2025 | 3,288 | $205.8B |
| Q2 2025 | 3,368 | $223.1B |
| Q1 2025 | 3,375 | $225.1B |
| Q4 2024 | 3,289 | $193.5B |
| Q3 2024 | 3,146 | $223.2B |
| Q2 2024 | 3,043 | $196.3B |
| Q1 2024 | 2,989 | $186.4B |
| Q4 2023 | 3,000 | $178.6B |
| Q3 2023 | 2,836 | $169.4B |
| Q2 2023 | 2,889 | $182.9B |
| Q1 2023 | 2,882 | $187.9B |
| Q4 2022 | 2,885 | $193.4B |
| Q3 2022 | 2,743 | $169.7B |
| Q2 2022 | 2,780 | $189.8B |
| Q1 2022 | 2,769 | $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 |
|---|---|---|---|---|---|
| Monolith Advisors | 947 | $56.0K | 0.04% | +947 | New |
| Raffa Wealth Management, LLC | 953 | $56.4K | 0.02% | +87+10.0% | Added |
| Penserra Capital Management LLC | 990 | $58.0K | 0.00% | +66+7.1% | Added |
| Cowen Prime Advisors LLC | 1,000 | $59.0K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,006 | $59.0K | 0.02% | +1,006 | New |
| Maryland Capital Advisors Inc. | 1,000 | $59.0K | 0.05% | +1,000 | New |
| Kelly Financial Services LLC | 1,000 | $59.2K | 0.03% | +6+0.6% | Added |
| Stonebridge Financial Planning Group, LLC | 990 | $60.0K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,030 | $61.0K | 0.02% | −13−1.2% | Reduced |
| Barnett & Company, Inc. | 1,028 | $61.0K | 0.04% | +480+87.6% | Added |
| FSC Wealth Advisors, LLC | 1,030 | $61.0K | 0.04% | +1,030 | New |
| DB Wealth Management Group, LLC | 1,040 | $62.0K | 0.04% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 1,039 | $62.0K | 0.07% | +16+1.6% | Added |
| FAI Wealth Management | 1,080 | $63.0K | 0.05% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,047 | $63.0K | 0.04% | +806+334.4% | Added |
| McClarren Financial Advisors, Inc. | 1,077 | $64.0K | 0.04% | +168+18.5% | Added |
| Freedman Financial Associates, Inc. | 1,100 | $65.0K | 0.04% | 00.0% | Unchanged |
| LSV Asset Management | 1,100 | $65.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,115 | $66.0K | 0.01% | +367+49.1% | Added |
| Itau Unibanco Holding S.A. | 1,142 | $67.0K | 0.00% | −56,815−98.0% | Reduced |
| Coastal Capital Group, Inc. | 1,126 | $67.0K | 0.01% | +7+0.6% | Added |
| Commons Capital, LLC | 1,125 | $67.0K | 0.07% | +1,125 | New |
| PYA Waltman Capital, LLC | 1,182 | $70.0K | 0.04% | +1,182 | New |
| Baron Financial Group, LLC | 1,254 | $74.2K | 0.04% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1,275 | $75.0K | 0.04% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 1,300 | $77.0K | 0.03% | +1,300 | New |
| Altshuler Shaham Ltd | 1,321 | $78.0K | 0.00% | +16+1.2% | Added |
| Guardian Wealth Management, Inc. | 1,322 | $78.0K | 0.08% | +1,322 | New |
| American State Bank (Iowa) | 1,350 | $79.9K | 0.06% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 1,405 | $83.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,400 | $83.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,496 | $89.0K | 0.05% | +100+7.2% | Added |
| Future Financial Wealth Managment LLC | 1,586 | $94.0K | 0.08% | +1,586 | New |
| Lloyd Advisory Services, LLC. | 1,614 | $96.0K | 0.04% | −623−27.8% | Reduced |
| Life Planning Partners, Inc | 1,629 | $97.0K | 0.10% | +1,629 | New |
| Ellevest, Inc. | 1,655 | $98.0K | 0.01% | +42+2.6% | Added |
| Johnson Midwest Financial, LLC | 1,686 | $100.0K | 0.08% | +9+0.5% | Added |
| Islay Capital Management, LLC | 1,692 | $100.0K | 0.08% | +8+0.5% | Added |
| True Link Financial Advisors, LLC | 1,750 | $104.0K | 0.01% | −280−13.8% | Reduced |
| Earnest Partners LLC | 1,777 | $105.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,773 | $105.0K | 0.05% | +13+0.7% | Added |
| Andrew Hill Investment Advisors, Inc. | 1,794 | $106.0K | 0.10% | +1,794 | New |
| Mechanics Financial Corp | 1,800 | $107.0K | 0.05% | +1,800 | New |
| IMA Wealth, Inc. | 1,845 | $109.0K | 0.02% | +23+1.3% | Added |
| Ogorek Anthony Joseph | 1,871 | $110.0K | 0.05% | +15+0.8% | Added |
| Rinkey Investments | 1,830 | $110.0K | 0.10% | +1,830 | New |
| Halpern Financial, Inc. | 1,859 | $110.1K | 0.05% | +30+1.6% | Added |
| Lowe Wealth Advisors, LLC | 1,963 | $116.0K | 0.05% | 00.0% | Unchanged |
| TAP Consulting, LLC | 1,979 | $117.0K | 0.03% | +1,979 | New |
| Beaird Harris Wealth Management, LLC | 1,980 | $117.0K | 0.04% | +1,980 | New |
| Gibson Wealth Advisors LLC | 2,000 | $118.0K | 0.12% | +2,000 | New |
| Operose Advisors LLC | 2,029 | $120.0K | 0.10% | +2,029 | New |
| Alpha Paradigm Partners, LLC | 2,051 | $121.0K | 0.05% | −122−5.6% | Reduced |
| Mizuho Securities Co. Ltd. | 2,067 | $122.0K | 0.04% | +1,561+308.5% | Added |
| Karlinski Andrew C | 2,071 | $123.0K | 0.23% | +2,071 | New |
| Krane Funds Advisors LLC | 2,097 | $124.0K | 0.00% | −7,702−78.6% | Reduced |
| Mascoma Wealth Management LLC | 2,102 | $124.0K | 0.04% | −4,128−66.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,102 | $124.0K | 0.08% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,102 | $124.0K | 0.02% | +106+5.3% | Added |
| Outfitter Financial LLC | 2,092 | $124.0K | 0.09% | +2,092 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,127 | $126.0K | 0.00% | +152+7.7% | Added |
| Wagner Wealth Management, LLC | 2,140 | $127.0K | 0.10% | +5+0.2% | Added |
| Antonetti Capital Management LLC | 2,150 | $127.0K | 0.10% | −50−2.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 2,138 | $127.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,159 | $128.0K | 0.03% | +2,159 | New |
| HWG Holdings LP | 2,179 | $129.0K | 0.06% | +2,179 | New |
| Optimum Investment Advisors | 2,199 | $130.0K | 0.05% | −625−22.1% | Reduced |
| Lipe & Dalton | 2,200 | $130.0K | 0.06% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 2,209 | $130.0K | 0.11% | +2,209 | New |
| Covestor Ltd | 2,223 | $132.0K | 0.18% | +2,223 | New |
| Perkins Coie Trust Co | 2,301 | $136.0K | 0.04% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2,295 | $136.0K | 0.02% | +14+0.6% | Added |
| NVWM, LLC | 2,309 | $137.0K | 0.04% | −122−5.0% | Reduced |
| Baldwin Brothers Inc | 2,320 | $137.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,317 | $137.0K | 0.04% | +2,317 | New |
| Total Clarity Wealth Management, Inc. | 2,371 | $140.0K | 0.06% | +35+1.5% | Added |
| PSI Advisors, LLC | 2,378 | $141.0K | 0.06% | −601−20.2% | Reduced |
| Vectors Research Management, LLC | 2,373 | $141.0K | 0.03% | +1,565+193.7% | Added |
| Seldon Capital LP | 2,389 | $141.0K | 0.09% | +2,389 | New |
| Corsicana & Co. | 2,429 | $144.0K | 0.09% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,456 | $145.0K | 0.02% | −200−7.5% | Reduced |
| Bourgeon Capital Management LLC | 2,489 | $147.0K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,557 | $151.0K | 0.09% | +2,557 | New |
| Tilia Fiduciary Partners, Inc. | 2,591 | $153.0K | 0.12% | +2,591 | New |
| Tucker Asset Management LLC | 2,608 | $153.3K | 0.05% | +290+12.5% | Added |
| Newfound Research LLC | 2,621 | $155.0K | 0.19% | +524+25.0% | Added |
| Atlas Capital Advisors LLC | 2,627 | $155.5K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 2,644 | $156.6K | 0.13% | +2,644 | New |
| Stephens Consulting, LLC | 2,650 | $156.9K | 0.13% | +2,650 | New |
| SJS Investment Consulting Inc. | 2,656 | $157.0K | 0.05% | +2,656 | New |
| Financial Perspectives, Inc | 2,782 | $164.7K | 0.08% | +8+0.3% | Added |
| CSS LLC | 2,900 | $172.0K | 0.01% | +500+20.8% | Added |
| Bellevue Asset Management, LLC | 2,969 | $176.0K | 0.10% | +10+0.3% | Added |
| Aua Capital Management, LLC | 3,000 | $178.0K | 0.10% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3,026 | $179.0K | 0.05% | −161−5.1% | Reduced |
| O'Brien Wealth Partners LLC | 2,895 | $179.0K | 0.06% | +2,895 | New |
| Acima Private Wealth, LLC | 3,045 | $180.0K | 0.08% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,144 | $186.0K | 0.09% | +14+0.4% | Added |
| Country Trust Bank | 3,144 | $186.0K | 0.01% | +53+1.7% | Added |
| Solstein Capital, LLC | 3,153 | $187.0K | 0.11% | 00.0% | Unchanged |