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 |
|---|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | 5,486 | $325.0K | 0.10% | +300+5.8% | Added |
| BDO Wealth Advisors, LLC | 5,513 | $326.0K | 0.03% | −269−4.7% | Reduced |
| Bill Few Associates, Inc. | 5,530 | $327.0K | 0.17% | +5,530 | New |
| Advisory Alpha, LLC | 5,537 | $328.0K | 0.02% | −63−1.1% | Reduced |
| Johanson Financial Advisors, Inc. | 5,569 | $330.0K | 0.10% | +136+2.5% | Added |
| Vestor Capital, LLC | 5,587 | $331.0K | 0.03% | −44,652−88.9% | Reduced |
| One + One Wealth Management, LLC | 5,582 | $331.0K | 0.23% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 5,590 | $331.0K | 0.29% | +5,590 | New |
| Souders Financial Advisors | 5,620 | $333.0K | 0.10% | +4+0.1% | Added |
| Neo Ivy Capital Management | 5,625 | $333.0K | 0.48% | +153+2.8% | Added |
| Adalta Capital Management LLC | 5,625 | $333.0K | 0.15% | +5,625 | New |
| Campbell Newman Asset Management Inc | 5,656 | $335.0K | 0.03% | 00.0% | Unchanged |
| Red Wave Investments LLC | 5,666 | $335.0K | 0.11% | +20.0% | Added |
| Tompkins Financial Corp | 5,670 | $336.0K | 0.06% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,675 | $336.0K | 0.03% | +1,042+22.5% | Added |
| Global Trust Asset Management, LLC | 5,683 | $336.0K | 0.13% | +5,484+2,755.8% | Added |
| Wealth Management Associates, Inc. | 5,683 | $336.5K | 0.18% | +452+8.6% | Added |
| Fiducient Advisors LLC | 5,684 | $337.0K | 0.10% | −1,261−18.2% | Reduced |
| Benedetti & Gucer, Inc. | 5,700 | $337.0K | 0.23% | +225+4.1% | Added |
| First Citizens Financial Corp | 5,705 | $338.0K | 0.25% | −88−1.5% | Reduced |
| MBE Wealth Management, LLC | 5,702 | $338.0K | 0.17% | +65+1.2% | Added |
| Lokken Investment Group LLC | 5,709 | $338.0K | 0.24% | +105+1.9% | Added |
| Becker Capital Management Inc | 5,733 | $339.0K | 0.01% | −1,031−15.2% | Reduced |
| First National Bank | 5,739 | $340.0K | 0.30% | +149+2.7% | Added |
| Quantamental Technologies LLC | 5,743 | $340.0K | 0.17% | +5,743 | New |
| Lockerman Financial Group, Inc. | 5,783 | $342.0K | 0.89% | +5,783 | New |
| Pearl River Capital, LLC | 5,789 | $343.0K | 0.09% | −27,742−82.7% | Reduced |
| MayTech Global Investments, LLC | 5,790 | $343.0K | 0.07% | +5,790 | New |
| Wexford Capital LP | 5,810 | $344.0K | 0.04% | +5,810 | New |
| Manteio Capital LLC | 5,829 | $345.0K | 0.45% | +5,829 | New |
| Twin Tree Management, LP | 5,837 | $346.0K | 0.01% | −272,520−97.9% | Reduced |
| Cypress Wealth Services, LLC | 5,844 | $346.0K | 0.09% | −1,843−24.0% | Reduced |
| SL Advisors, LLC | 5,842 | $346.0K | 0.85% | −180−3.0% | Reduced |
| Cabot Wealth Management Inc | 5,842 | $346.0K | 0.04% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 5,840 | $346.0K | 0.05% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 5,837 | $346.0K | 0.17% | +10.0% | Added |
| Quantinno Capital Management LP | 5,838 | $346.0K | 0.06% | +5,838 | New |
| Washington Trust Bank | 5,856 | $347.0K | 0.03% | −1,500−20.4% | Reduced |
| Citizens Business Bank | 5,876 | $348.0K | 0.04% | −264−4.3% | Reduced |
| Evanson Asset Management, LLC | 5,891 | $349.0K | 0.03% | −1,438−19.6% | Reduced |
| High Falls Advisors, Inc | 5,888 | $349.0K | 0.09% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 5,896 | $349.0K | 0.22% | +5,896 | New |
| Indiana Trust & Investment Management CO | 5,962 | $353.0K | 0.16% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 5,977 | $354.0K | 0.18% | −368−5.8% | Reduced |
| Cadinha & Co LLC | 6,000 | $355.0K | 0.05% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 6,004 | $355.0K | 0.04% | +20.0% | Added |
| Avondale Wealth Management | 6,000 | $355.0K | 0.36% | +1,500+33.3% | Added |
| Seelaus Asset Management LLC | 5,995 | $355.0K | 0.19% | +5,995 | New |
| Augustine Asset Management Inc | 6,005 | $356.0K | 0.17% | −13−0.2% | Reduced |
| Paragon Financial Partners, Inc. | 6,038 | $358.0K | 0.29% | +6,038 | New |
| Legacy Bridge, LLC | 6,056 | $359.0K | 0.19% | 00.0% | Unchanged |
| Glassman Wealth Services | 6,057 | $359.0K | 0.07% | +1,634+36.9% | Added |
| Crew Capital Management, Ltd. | 6,084 | $360.0K | 0.30% | −205−3.3% | Reduced |
| Kaydan Wealth Management, Inc. | 6,090 | $360.6K | 0.14% | +6,090 | New |
| Orleans Capital Management Corp | 6,093 | $361.0K | 0.21% | −17−0.3% | Reduced |
| Roof Eidam & Maycock | 6,096 | $361.0K | 0.12% | 00.0% | Unchanged |
| Archetype Wealth Partners | 6,139 | $363.0K | 0.11% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 6,149 | $364.0K | 0.10% | −207−3.3% | Reduced |
| Investors Research Corp | 6,149 | $364.0K | 0.11% | 00.0% | Unchanged |
| Norris Perne & French LLP | 6,189 | $366.0K | 0.03% | +379+6.5% | Added |
| Schmidt P J Investment Management Inc | 6,022 | $367.0K | 0.07% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 6,220 | $368.0K | 0.26% | +6,220 | New |
| Wealth Dimensions Group, Ltd. | 6,224 | $369.0K | 0.18% | +1,589+34.3% | Added |
| ForthRight Wealth Management, LLC | 6,245 | $370.0K | 0.20% | −6,283−50.2% | Reduced |
| Tower View Investment Management & Research LLC | 6,246 | $370.0K | 0.19% | +109+1.8% | Added |
| Maven Securities LTD | 6,245 | $370.0K | 0.05% | +6,245 | New |
| Cassia Capital Partners, LLC | 6,273 | $371.0K | 0.25% | +6,273 | New |
| Parkside Financial Bank & Trust | 6,286 | $372.0K | 0.09% | −5,818−48.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 6,284 | $372.0K | 0.03% | −158−2.5% | Reduced |
| Univest Financial Corp | 6,282 | $372.0K | 0.09% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 6,279 | $372.0K | 0.16% | +592+10.4% | Added |
| Rosenberg Matthew Hamilton | 6,283 | $372.0K | 0.13% | +1,223+24.2% | Added |
| Montis Financial, LLC | 6,296 | $373.0K | 0.27% | +6,296 | New |
| Mizuho Markets Cayman LP | 6,318 | $374.0K | 0.04% | −9,250−59.4% | Reduced |
| Frisch Financial Group, Inc. | 6,312 | $374.0K | 0.12% | −129−2.0% | Reduced |
| Johnson Bixby & Associates, LLC | 6,335 | $375.0K | 0.10% | −826−11.5% | Reduced |
| Probity Advisors, Inc. | 6,351 | $376.0K | 0.07% | −152−2.3% | Reduced |
| West Oak Capital, LLC | 6,347 | $376.0K | 0.14% | 00.0% | Unchanged |
| Clarus Group, Inc. | 7,178 | $377.0K | 0.25% | +33+0.5% | Added |
| McAdam, LLC | 6,368 | $377.0K | 0.04% | +102+1.6% | Added |
| M. Kraus & Co | 6,387 | $378.0K | 0.12% | 00.0% | Unchanged |
| Clark Financial Advisors | 6,392 | $378.0K | 0.32% | +5+0.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 6,385 | $378.0K | 0.17% | +253+4.1% | Added |
| Cary Street Partners Asset Management LLC | 6,385 | $378.0K | 0.08% | +416+7.0% | Added |
| Wayfinding Financial, LLC | 6,346 | $378.0K | 0.30% | +6,346 | New |
| Gibson Capital, LLC | 6,435 | $379.0K | 0.09% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 6,422 | $380.0K | 0.11% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 6,430 | $381.0K | 0.02% | +6,430 | New |
| Periscope Capital Inc. | 6,457 | $382.0K | 0.01% | +6,457 | New |
| True North Advisors, LLC | 6,483 | $383.0K | 0.06% | −124−1.9% | Reduced |
| Investors Financial Group, LLC | 6,466 | $383.0K | 0.18% | +135+2.1% | Added |
| Zhang Financial LLC | 6,474 | $383.0K | 0.07% | +6,474 | New |
| Meridian Investment Counsel Inc. | 6,490 | $384.0K | 0.13% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 6,500 | $385.0K | 0.34% | −9,066−58.2% | Reduced |
| Sterneck Capital Management, LLC | 6,500 | $385.0K | 0.23% | 00.0% | Unchanged |
| Clean Yield Group | 6,501 | $385.0K | 0.13% | +90+1.4% | Added |
| Cornerstone Capital, Inc. | 6,500 | $385.0K | 0.04% | +500+8.3% | Added |
| Clear Street Markets LLC | 6,500 | $385.0K | 0.03% | +695+12.0% | Added |
| Lee Financial Co | 6,518 | $386.0K | 0.07% | +1,876+40.4% | Added |
| Arlington Partners LLC | 6,532 | $387.0K | 0.10% | −638−8.9% | Reduced |