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 |
|---|---|---|---|---|---|
| Accel Wealth Management | 3,156 | $187.0K | 0.09% | +1,106+54.0% | Added |
| Harvest Volatility Management LLC | 3,173 | $188.0K | 0.01% | +3,173 | New |
| RWM Asset Management, LLC | 3,188 | $189.0K | 0.04% | −1,014−24.1% | Reduced |
| Lenox Wealth Advisors, LLC | 3,215 | $190.0K | 0.02% | +74+2.4% | Added |
| Old Second National Bank of Aurora | 4,033 | $194.0K | 0.06% | −73−1.8% | Reduced |
| Piscataqua Savings Bank | 3,294 | $195.0K | 0.15% | −50−1.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,314 | $196.0K | 0.09% | +1,728+109.0% | Added |
| Canton Hathaway, LLC | 3,370 | $200.0K | 0.05% | 00.0% | Unchanged |
| E&G Advisors, LP | 3,398 | $201.0K | 0.05% | −600−15.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,396 | $201.0K | 0.02% | +3,396 | New |
| Axiom Financial Strategies, LLC | 3,400 | $201.0K | 0.09% | +3,400 | New |
| McLean Asset Management Corp | 3,323 | $201.0K | 0.08% | +3,323 | New |
| Ervin Investment Management, LLC | 3,387 | $201.0K | 0.16% | +3,387 | New |
| Ballew Advisors, Inc | 3,302 | $203.0K | 0.14% | +3,302 | New |
| Sageworth Trust Co | 3,446 | $204.0K | 0.02% | −158−4.4% | Reduced |
| Zevin Asset Management LLC | 3,440 | $204.0K | 0.04% | +3,440 | New |
| Horan Capital Advisors, LLC. | 3,438 | $204.0K | 0.08% | +3,438 | New |
| Aurora Private Wealth, Inc. | 3,439 | $204.0K | 0.09% | +3,439 | New |
| Byrne Asset Management LLC | 3,455 | $205.0K | 0.13% | +3,455 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 3,481 | $206.0K | 0.01% | −2,137−38.0% | Reduced |
| BFSG, LLC | 3,477 | $206.0K | 0.03% | −632−15.4% | Reduced |
| HBW Advisory Services LLC | 3,487 | $206.0K | 0.05% | +3,487 | New |
| Gemmer Asset Management LLC | 3,504 | $207.0K | 0.02% | +254+7.8% | Added |
| WealthBridge Capital Management, LLC | 3,497 | $207.0K | 0.08% | +3,497 | New |
| Royal Harbor Partners, LLC | 3,491 | $207.0K | 0.13% | +3,491 | New |
| Tradewinds Capital Management, LLC | 3,511 | $208.0K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,514 | $208.0K | 0.07% | +3,514 | New |
| White Pine Capital LLC | 3,515 | $208.0K | 0.06% | +3,515 | New |
| PFS Partners, LLC | 3,526 | $208.8K | 0.15% | +3,526 | New |
| Corrigan Financial, Inc. | 3,526 | $208.8K | 0.06% | +3,526 | New |
| Baker Avenue Asset Management, LP | 3,534 | $209.0K | 0.01% | +3,534 | New |
| Pure Financial Advisors, Inc. | 3,535 | $209.0K | 0.01% | +3,535 | New |
| Parkside Advisors LLC | 3,550 | $210.0K | 0.06% | +3,550 | New |
| Drive Wealth Management, LLC | 3,544 | $210.0K | 0.18% | +3,544 | New |
| Gerber Kawasaki Wealth & Investment Management | 3,565 | $211.0K | 0.02% | −1,455−29.0% | Reduced |
| Executive Wealth Management, LLC | 3,582 | $212.0K | 0.02% | +3,582 | New |
| Private Wealth Strategies, L.L.C. | 3,591 | $212.0K | 0.05% | +3,591 | New |
| Wellspring Financial Advisors, LLC | 3,577 | $212.0K | 0.06% | +3,577 | New |
| Charles Schwab Trust Co | 3,593 | $213.0K | 0.03% | −1,246−25.7% | Reduced |
| Kelman-Lazarov, Inc. | 3,600 | $213.0K | 0.07% | +3,600 | New |
| Key Client Fiduciary Advisors, LLC | 3,591 | $213.0K | 0.18% | +3,591 | New |
| Walker Asset Management, LLC | 3,601 | $213.0K | 0.19% | +3,601 | New |
| USAdvisors Wealth Management, LLC | 3,613 | $214.0K | 0.09% | +3,613 | New |
| SC&H Financial Advisors, Inc. | 3,609 | $214.0K | 0.12% | +3,609 | New |
| Adamsbrown Wealth Consultants LLC | 3,611 | $214.0K | 0.19% | +3,611 | New |
| Trellis Advisors, LLC | 3,642 | $215.0K | 0.10% | +3,642 | New |
| Compass Financial Advisors LLC | 3,638 | $215.0K | 0.24% | +3,638 | New |
| Eldridge Investment Advisors, Inc. | 3,641 | $216.0K | 0.07% | +3,641 | New |
| S.E.E.D. Planning Group LLC | 3,640 | $216.0K | 0.09% | +3,640 | New |
| New Jersey Better Educational Savings Trust | 3,666 | $217.0K | 0.48% | −1,490−28.9% | Reduced |
| Summit Trail Advisors, LLC | 3,667 | $217.0K | 0.01% | +3,667 | New |
| Powell Investment Advisors, LLC | 3,673 | $217.0K | 0.12% | +3,673 | New |
| Valley National Advisers Inc | 3,690 | $218.0K | 0.04% | +509+16.0% | Added |
| Hallmark Capital Management Inc | 3,681 | $218.0K | 0.02% | +3,681 | New |
| Independent Wealth Network Inc. | 3,684 | $218.0K | 0.13% | +3,684 | New |
| Barnes Pettey Financial Advisors, LLC | 3,682 | $218.0K | 0.25% | +3,682 | New |
| TKG Advisors, LLC | 3,700 | $219.0K | 0.17% | +3,700 | New |
| PFG Private Wealth Management, LLC | 3,714 | $220.0K | 0.11% | +326+9.6% | Added |
| McAlister, Sweet & Associates, Inc. | 3,722 | $220.0K | 0.19% | +3,722 | New |
| Bickling Financial Services, Inc. | 3,715 | $220.0K | 0.11% | +3,715 | New |
| Encompass Wealth Advisors, LLC | 3,712 | $220.0K | 0.05% | +3,712 | New |
| Range Financial Group LLC | 3,708 | $220.0K | 0.14% | +3,708 | New |
| Lesa Sroufe & Co | 3,737 | $221.0K | 0.22% | +3,737 | New |
| Wealth Effects LLC | 3,726 | $221.0K | 0.09% | +3,726 | New |
| Clearview Wealth Advisors LLC | 3,741 | $222.0K | 0.14% | −811−17.8% | Reduced |
| Menard Financial Group LLC | 3,743 | $222.0K | 0.18% | −149−3.8% | Reduced |
| Goodwin Daniel L | 3,750 | $222.0K | 0.10% | +3,750 | New |
| Fca Corp | 3,743 | $222.0K | 0.08% | +3,743 | New |
| Well Done, LLC | 3,754 | $222.0K | 0.04% | +3,754 | New |
| Personal Wealth Partners | 3,756 | $222.0K | 0.09% | +3,756 | New |
| Planning Directions Inc | 3,763 | $223.0K | 0.15% | +3,763 | New |
| Northwest Quadrant Wealth Management, LLC | 3,762 | $223.0K | 0.06% | +3,762 | New |
| Signature Estate & Investment Advisors LLC | 3,786 | $224.0K | 0.01% | −860−18.5% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 3,783 | $224.0K | 0.09% | +3,783 | New |
| Oldfather Financial Services, LLC | 3,689 | $225.0K | 0.12% | +45+1.2% | Added |
| Iron Horse Wealth Management, LLC | 3,800 | $225.0K | 0.13% | +50+1.3% | Added |
| Old Mission Investment Co LLC | 3,802 | $225.1K | 0.08% | +3,802 | New |
| Cascade Investment Advisors, Inc. | 3,816 | $226.0K | 0.13% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 3,765 | $226.0K | 0.05% | −45−1.2% | Reduced |
| Salomon & Ludwin, LLC | 3,819 | $226.0K | 0.03% | +3,819 | New |
| Peterson Financial Group, Inc. | 3,817 | $226.0K | 0.18% | +3,817 | New |
| Sara-Bay Financial | 3,839 | $227.0K | 0.07% | −450−10.5% | Reduced |
| Tandem Investment Advisors, Inc. | 3,832 | $227.0K | 0.01% | −162−4.1% | Reduced |
| Northside Capital Management, LLC | 3,835 | $227.0K | 0.06% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 3,833 | $227.0K | 0.13% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,841 | $227.0K | 0.13% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 3,835 | $227.0K | 0.16% | +3,835 | New |
| Peoples Bank | 3,843 | $228.0K | 0.11% | −300−7.2% | Reduced |
| Johnson Financial Group, Inc. | 3,868 | $229.0K | 0.01% | −2,865−42.6% | Reduced |
| CMG Global Holdings, LLC | 3,863 | $229.0K | 0.15% | 00.0% | Unchanged |
| Platt Investment Counsel, LLC | 3,878 | $230.0K | 0.20% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,899 | $231.0K | 0.04% | +383+10.9% | Added |
| Breiter Capital Management Inc | 3,904 | $231.0K | 0.11% | +3,904 | New |
| Lehman & Derafelo Financial Resources LLC | 3,917 | $232.0K | 0.07% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 3,913 | $232.0K | 0.07% | +3,913 | New |
| DFPG Investments, LLC | 3,821 | $232.0K | 0.10% | +3,821 | New |
| Ergoteles LLC | 3,922 | $232.0K | 0.01% | +3,922 | New |
| Winthrop Advisory Group LLC | 3,944 | $234.0K | 0.05% | −9−0.2% | Reduced |
| Financial Advisors, LLC | 3,956 | $234.0K | 0.07% | +14+0.4% | Added |
| First Affirmative Financial Network | 3,970 | $235.0K | 0.21% | −37−0.9% | Reduced |