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 |
|---|---|---|---|---|---|
| Camden Capital, LLC | 4,614 | $273.0K | 0.06% | −1,774−27.8% | Reduced |
| Cheviot Value Management, LLC | 4,609 | $273.0K | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,474 | $273.0K | 0.10% | +4,474 | New |
| West Michigan Advisors, LLC | 4,617 | $273.0K | 0.20% | +4,617 | New |
| Wela Strategies, Inc. | 4,625 | $274.0K | 0.14% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 4,627 | $274.0K | 0.11% | +331+7.7% | Added |
| FLC Capital Advisors | 4,671 | $277.0K | 0.08% | +500+12.0% | Added |
| WFA of San Diego, LLC | 4,685 | $277.0K | 0.16% | +981+26.5% | Added |
| McIlrath & Eck, LLC | 4,692 | $278.0K | 0.08% | −399−7.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,699 | $278.0K | 0.07% | +4,699 | New |
| McRae Capital Management Inc | 4,705 | $279.0K | 0.06% | 00.0% | Unchanged |
| Private Asset Management Inc | 4,716 | $279.0K | 0.03% | +800+20.4% | Added |
| Amarillo National Bank | 4,731 | $280.0K | 0.05% | +277+6.2% | Added |
| Investmark Advisory Group LLC | 4,740 | $280.0K | 0.26% | +4,740 | New |
| Spears Abacus Advisors LLC | 4,741 | $281.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 4,748 | $281.0K | 0.09% | +560+13.4% | Added |
| Virginia Wealth Management Group, Inc. | 4,750 | $281.0K | 0.25% | +4,750 | New |
| Intelligent Financial Strategies | 4,747 | $281.0K | 0.25% | +4,747 | New |
| CPWM, LLC | 5,378 | $282.0K | 0.02% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 4,750 | $282.0K | 0.10% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 4,799 | $284.0K | 0.05% | 00.0% | Unchanged |
| Madison Wealth Management | 4,802 | $284.0K | 0.06% | +750+18.5% | Added |
| Watchman Group, Inc. | 4,800 | $284.0K | 0.15% | +4,800 | New |
| Caerus Investment Advisors, LLC | 4,800 | $284.0K | 0.32% | +4,800 | New |
| Migdal Insurance & Financial Holdings Ltd. | 4,835 | $285.0K | 0.00% | −6,867−58.7% | Reduced |
| Tranquility Partners, LLC | 4,813 | $285.0K | 0.13% | −395−7.6% | Reduced |
| Mathes Company, Inc. | 4,820 | $285.0K | 0.10% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 4,817 | $285.0K | 0.10% | +60+1.3% | Added |
| WestHill Financial Advisors, Inc. | 4,812 | $285.0K | 0.08% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 4,699 | $285.0K | 0.15% | −40−0.8% | Reduced |
| Five Oceans Advisors | 4,817 | $285.0K | 0.25% | +392+8.9% | Added |
| Financial Strategies Group, Inc. | 4,834 | $286.0K | 0.12% | −90−1.8% | Reduced |
| Dillon & Associates Inc | 4,842 | $286.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,831 | $286.0K | 0.03% | +21+0.4% | Added |
| Ategra Capital Management, LLC | 4,844 | $286.8K | 0.13% | −415−7.9% | Reduced |
| RiverFront Investment Group, LLC | 4,841 | $287.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 4,849 | $287.0K | 0.16% | +493+11.3% | Added |
| Campbell & CO Investment Adviser LLC | 4,850 | $287.0K | 0.10% | +4,850 | New |
| First Commonwealth Financial Corp | 4,864 | $288.0K | 0.09% | −174−3.5% | Reduced |
| Gyroscope Capital Management Group, LLC | 4,864 | $288.0K | 0.10% | +4,864 | New |
| Royal Fund Management, LLC | 4,904 | $290.0K | 0.04% | −573−10.5% | Reduced |
| D'Orazio & Associates, Inc. | 4,894 | $290.0K | 0.07% | +684+16.2% | Added |
| Foster Victor Wealth Advisors, LLC | 4,803 | $291.0K | 0.04% | −87−1.8% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 4,922 | $291.0K | 0.19% | +325+7.1% | Added |
| DMG Group, LLC | 4,894 | $291.0K | 0.25% | +4,894 | New |
| Golden State Equity Partners | 4,925 | $292.0K | 0.15% | −4,674−48.7% | Reduced |
| Main Street Research LLC | 4,964 | $294.0K | 0.02% | −5,095−50.7% | Reduced |
| Private Management Group Inc | 4,971 | $294.0K | 0.01% | +4,971 | New |
| Twin Focus Capital Partners, LLC | 4,973 | $294.0K | 0.06% | +4,973 | New |
| Franklin Street Capital Partners, LLC | 5,000 | $296.0K | 1.38% | −45,000−90.0% | Reduced |
| Private Capital Management LLC | 5,003 | $296.0K | 0.10% | −247−4.7% | Reduced |
| Prentice Wealth Management LLC | 5,021 | $296.0K | 0.14% | −65−1.3% | Reduced |
| Stanley-Laman Group, Ltd. | 5,000 | $296.0K | 0.03% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,000 | $296.0K | 0.08% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 5,039 | $298.0K | 0.14% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 4,931 | $300.0K | 0.05% | −1,054−17.6% | Reduced |
| TCI Wealth Advisors, Inc. | 5,060 | $300.0K | 0.04% | +176+3.6% | Added |
| Rollins Financial | 5,061 | $300.0K | 0.09% | +5,061 | New |
| Chemistry Wealth Management LLC | 5,065 | $300.0K | 0.25% | +5,065 | New |
| Next Level Private LLC | 5,065 | $300.0K | 0.25% | +5,065 | New |
| Arthur M. Cohen & Associates, LLC | 5,090 | $301.0K | 0.06% | −370−6.8% | Reduced |
| Hamilton Capital, LLC | 5,087 | $301.0K | 0.02% | −273−5.1% | Reduced |
| Studio Investment Management LLC | 5,083 | $301.0K | 0.11% | +557+12.3% | Added |
| Pflug Koory, LLC | 5,100 | $302.0K | 0.15% | 00.0% | Unchanged |
| 626 Financial, LLC | 5,095 | $302.0K | 0.18% | +5,095 | New |
| Apexium Financial, LP | 5,120 | $303.0K | 0.16% | +46+0.9% | Added |
| Strategic Financial Services, Inc, | 5,119 | $303.0K | 0.02% | +124+2.5% | Added |
| CMC Financial Group | 5,140 | $304.0K | 0.16% | 00.0% | Unchanged |
| Insight Folios Inc | 5,142 | $304.0K | 0.14% | +257+5.3% | Added |
| Echo45 Advisors LLC | 5,128 | $304.0K | 0.24% | +5,128 | New |
| Objective Capital Management, LLC | 5,138 | $304.0K | 0.21% | +5,138 | New |
| Garrison Asset Management, LLC | 5,147 | $305.0K | 0.17% | −39−0.8% | Reduced |
| Liberty Capital Management, Inc. | 5,164 | $306.0K | 0.08% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5,184 | $307.0K | 0.02% | −401−7.2% | Reduced |
| FirstPurpose Wealth LLC | 5,188 | $307.0K | 0.19% | +5,188 | New |
| Silvant Capital Management LLC | 5,209 | $308.0K | 0.05% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 5,232 | $309.0K | 0.30% | −248−4.5% | Reduced |
| Diversified, LLC | 5,227 | $309.0K | 0.13% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,211 | $309.0K | 0.13% | +324+6.6% | Added |
| SRS Capital Advisors, Inc. | 5,277 | $312.0K | 0.04% | +70+1.3% | Added |
| Total Investment Management Inc | 5,267 | $312.0K | 0.05% | +719+15.8% | Added |
| Ade, LLC | 5,304 | $313.0K | 0.27% | 00.0% | Unchanged |
| First United Bank Trust | 5,285 | $313.0K | 0.12% | +15+0.3% | Added |
| Miller Investment Management, LP | 5,310 | $314.0K | 0.04% | 00.0% | Unchanged |
| Element Wealth, LLC | 5,322 | $315.0K | 0.24% | +22+0.4% | Added |
| Everhart Financial Group, Inc. | 5,316 | $315.0K | 0.19% | +5,316 | New |
| Pallas Capital Advisors LLC | 5,234 | $316.0K | 0.04% | −3,321−38.8% | Reduced |
| Bank of Stockton | 5,336 | $316.0K | 0.09% | 00.0% | Unchanged |
| Sippican Capital Advisors | 5,347 | $317.0K | 0.27% | −375−6.6% | Reduced |
| Pin Oak Investment Advisors Inc | 5,353 | $317.0K | 0.32% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,356 | $317.0K | 0.10% | +2,094+64.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 5,359 | $317.0K | 0.39% | +5,359 | New |
| AGF Investments LLC | 5,378 | $318.0K | 0.03% | −1,116−17.2% | Reduced |
| NCM Capital Management, LLC | 5,377 | $318.0K | 0.28% | +5,377 | New |
| Cedar Brook Financial Partners, LLC | 5,379 | $319.0K | 0.08% | −201−3.6% | Reduced |
| Cullen Capital Management LLC | 5,390 | $319.0K | 0.00% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,416 | $321.0K | 0.09% | +124+2.3% | Added |
| Titus Wealth Management | 5,417 | $321.0K | 0.14% | +280+5.5% | Added |
| Platform Technology Partners | 5,437 | $322.0K | 0.14% | −153−2.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 5,450 | $323.0K | 0.14% | 00.0% | Unchanged |