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 | 3,584 | $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 |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 3,979 | $235.0K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,964 | $235.0K | 0.08% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 3,854 | $235.0K | 0.17% | +13+0.3% | Added |
| Barber Financial Group, Inc. | 3,977 | $235.0K | 0.03% | +3,977 | New |
| BCGM Wealth Management, LLC | 3,981 | $236.0K | 0.13% | +14+0.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,877 | $236.0K | 0.14% | +9+0.2% | Added |
| Summit Financial Wealth Advisors, LLC | 3,920 | $236.0K | 0.05% | +4+0.1% | Added |
| Abner Herrman & Brock LLC | 3,986 | $236.0K | 0.03% | +3,986 | New |
| Acorn Financial Advisory Services Inc | 4,008 | $237.0K | 0.05% | −627−13.5% | Reduced |
| Baystate Wealth Management LLC | 4,018 | $238.0K | 0.02% | +144+3.7% | Added |
| Salvus Wealth Management, LLC | 4,031 | $239.0K | 0.17% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4,043 | $239.0K | 0.05% | +96+2.4% | Added |
| Signet Financial Management, LLC | 4,029 | $239.0K | 0.04% | +4,029 | New |
| Balasa Dinverno & Foltz LLC | 4,061 | $240.0K | 0.02% | −125−3.0% | Reduced |
| Ahrens Investment Partners LLC | 4,061 | $240.0K | 0.11% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,094 | $240.0K | 0.04% | +1,512+58.6% | Added |
| Marotta Asset Management | 4,062 | $240.5K | 0.05% | +14+0.3% | Added |
| PBMares Wealth Management LLC | 4,062 | $241.0K | 0.10% | −838−17.1% | Reduced |
| Northwest Capital Management Inc | 3,955 | $241.0K | 0.11% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 4,074 | $241.0K | 0.10% | +4,074 | New |
| Diversified Investment Strategies, LLC | 4,090 | $242.0K | 0.18% | −35−0.8% | Reduced |
| Optas, LLC | 4,098 | $243.0K | 0.07% | +63+1.6% | Added |
| Cook Wealth Management Group LLC | 3,980 | $243.0K | 0.25% | +3,980 | New |
| Shakespeare Wealth Management, Inc. | 4,114 | $244.0K | 0.09% | −275−6.3% | Reduced |
| Puzo Michael J | 4,125 | $244.0K | 0.07% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,118 | $244.0K | 0.12% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,127 | $244.0K | 0.03% | +37+0.9% | Added |
| Meridian Financial Partners LLC | 4,007 | $244.0K | 0.17% | +60+1.5% | Added |
| Iron Financial, LLC | 4,122 | $244.0K | 0.11% | +85+2.1% | Added |
| Options Solutions, LLC | 4,122 | $244.0K | 0.22% | +4,122 | New |
| Long Run Wealth Advisors, LLC | 4,110 | $244.0K | 0.08% | +4,110 | New |
| Redmont Wealth Advisors LLC | 4,122 | $244.0K | 0.27% | +4,122 | New |
| KRS Capital Management, LLC | 4,126 | $244.0K | 0.21% | +4,126 | New |
| Connors Investor Services Inc | 4,132 | $245.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,133 | $245.0K | 0.07% | +75+1.8% | Added |
| American Trust | 4,136 | $245.0K | 0.02% | +4,136 | New |
| Kellett Schaffner Wealth Advisors LLC | 4,129 | $245.0K | 0.19% | +4,129 | New |
| Godshalk Welsh Capital Management, Inc. | 4,150 | $246.0K | 0.14% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 4,155 | $246.0K | 0.19% | +4,155 | New |
| Baugh & Associates, LLC | 4,193 | $248.0K | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,189 | $248.0K | 0.20% | +23+0.6% | Added |
| MKT Advisors LLC | 4,165 | $248.0K | 0.19% | +4,165 | New |
| Reston Wealth Management LLC | 4,205 | $249.0K | 0.12% | −430−9.3% | Reduced |
| Aufman Associates Inc | 4,213 | $249.0K | 0.18% | −100−2.3% | Reduced |
| Salem Capital Management Inc | 4,200 | $249.0K | 0.13% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 4,205 | $249.0K | 0.09% | +4,205 | New |
| Rockwood Wealth Management, LLC | 4,209 | $249.2K | 0.11% | +4,209 | New |
| Northeast Financial Group, Inc. | 4,216 | $249.6K | 0.15% | −8−0.2% | Reduced |
| Fulcrum Capital LLC | 4,227 | $250.0K | 0.05% | −300−6.6% | Reduced |
| Lewis Capital Management, LLC | 4,220 | $250.0K | 0.26% | +4,220 | New |
| Winning Points Advisors, LLC | 4,917 | $250.0K | 0.18% | +4,917 | New |
| RNC Capital Management LLC | 4,244 | $251.0K | 0.01% | −216−4.8% | Reduced |
| SOL Capital Management CO | 4,239 | $251.0K | 0.05% | 00.0% | Unchanged |
| Palladiem, LLC | 4,264 | $252.0K | 0.20% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 4,250 | $252.0K | 0.16% | +4,250 | New |
| Capital Financial Planning, LLC | 4,281 | $253.0K | 0.09% | −955−18.2% | Reduced |
| Capital Insight Partners, LLC | 4,275 | $253.0K | 0.05% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 4,277 | $253.0K | 0.02% | +4,277 | New |
| WMG Financial Advisors, LLC | 4,290 | $254.0K | 0.20% | +4,290 | New |
| Klingman & Associates, LLC | 4,315 | $255.0K | 0.02% | +19+0.4% | Added |
| Asset Planning Corporation | 4,307 | $255.0K | 0.22% | +65+1.5% | Added |
| Bulltick Wealth Management, LLC | 4,307 | $255.0K | 0.05% | −70−1.6% | Reduced |
| US Asset Management LLC | 4,330 | $256.0K | 0.25% | 00.0% | Unchanged |
| Financial Insights, Inc. | 4,317 | $256.0K | 0.22% | +31+0.7% | Added |
| TFC Financial Management | 4,340 | $257.0K | 0.08% | −300−6.5% | Reduced |
| Threadgill Financial, LLC | 4,385 | $258.0K | 0.15% | −897−17.0% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,363 | $258.0K | 0.19% | −72−1.6% | Reduced |
| Private Ocean, LLC | 4,356 | $258.0K | 0.03% | +286+7.0% | Added |
| Disciplined Investments, LLC | 4,369 | $259.0K | 0.11% | +445+11.3% | Added |
| BancFirst Trust & Investment Management | 4,382 | $259.0K | 0.20% | +4,382 | New |
| Financial Management Professionals, Inc. | 4,392 | $260.0K | 0.06% | +76+1.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,387 | $260.0K | 0.23% | +4,387 | New |
| NovaPoint Capital, LLC | 4,405 | $261.0K | 0.09% | −775−15.0% | Reduced |
| First Interstate Bank | 4,413 | $261.0K | 0.03% | −111−2.5% | Reduced |
| Sage Rhino Capital LLC | 4,402 | $261.0K | 0.07% | +148+3.5% | Added |
| Family Firm, Inc. | 4,424 | $262.0K | 0.07% | +18+0.4% | Added |
| Keystone Wealth Services, LLC | 4,422 | $262.0K | 0.11% | +4,422 | New |
| Northwest Investment Counselors, LLC | 4,446 | $263.0K | 0.06% | −100−2.2% | Reduced |
| Acorn Wealth Advisors, LLC | 4,450 | $263.0K | 0.17% | +10+0.2% | Added |
| TSFG, LLC | 4,444 | $263.0K | 0.09% | +4+0.1% | Added |
| Source Financial Advisors LLC | 4,454 | $264.0K | 0.07% | −725−14.0% | Reduced |
| Humankind Investments LLC | 4,454 | $264.0K | 0.11% | +574+14.8% | Added |
| DRW Securities, LLC | 4,467 | $264.0K | 0.02% | +4,467 | New |
| Schubert & Co | 4,456 | $264.0K | 0.27% | +4,456 | New |
| Foster & Motley Inc | 4,470 | $265.0K | 0.02% | +196+4.6% | Added |
| Clear Perspective Advisors, LLC | 4,493 | $266.0K | 0.08% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 4,500 | $266.0K | 0.03% | +500+12.5% | Added |
| Retirement Guys Formula LLC | 4,495 | $266.0K | 0.21% | +4,495 | New |
| Navis Wealth Advisors, LLC | 4,512 | $267.0K | 0.22% | +481+11.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,522 | $268.0K | 0.05% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 4,548 | $269.0K | 0.15% | −143−3.0% | Reduced |
| Geller Advisors LLC | 4,542 | $269.0K | 0.05% | −6−0.1% | Reduced |
| Pinnacle Private Wealth, LLC | 4,535 | $269.0K | 0.08% | +4,535 | New |
| Security Financial Services, INC. | 4,550 | $269.0K | 0.09% | +4,550 | New |
| Blueshift Asset Management, LLC | 4,553 | $270.0K | 0.02% | −154,221−97.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,565 | $270.0K | 0.06% | +369+8.8% | Added |
| TCWP LLC | 4,568 | $270.0K | 0.05% | +4,568 | New |
| Rockbridge Investment Management, LCC | 4,593 | $272.0K | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 4,595 | $272.0K | 0.04% | +115+2.6% | Added |
| Single Point Partners, LLC | 4,598 | $272.0K | 0.07% | +4,598 | New |