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 |
|---|---|---|---|---|---|
| Granite Investment Partners, LLC | 6,529 | $387.0K | 0.01% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 6,550 | $387.8K | 0.07% | −50−0.8% | Reduced |
| Cable Hill Partners, LLC | 6,550 | $388.0K | 0.08% | −243−3.6% | Reduced |
| KWMG, LLC | 6,555 | $388.0K | 0.05% | −10.0% | Reduced |
| Cedrus LLC | 6,562 | $388.5K | 0.37% | +6,562 | New |
| Liberty Wealth Management LLC | 6,571 | $389.0K | 0.15% | −747−10.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 6,572 | $389.0K | 0.09% | −100−1.5% | Reduced |
| Seven Springs Wealth Group, LLC | 6,594 | $390.0K | 0.18% | +22+0.3% | Added |
| Fernwood Investment Management, LLC | 6,590 | $390.0K | 0.13% | +202+3.2% | Added |
| Prime Capital Investment Advisors, LLC | 6,590 | $390.0K | 0.02% | +6,590 | New |
| Rede Wealth, LLC | 6,604 | $391.0K | 0.20% | −100−1.5% | Reduced |
| LGT Fund Management Co Ltd. | 6,600 | $391.0K | 0.11% | +6,600 | New |
| Rocky Mountain Advisers, LLC | 6,642 | $393.0K | 0.45% | +21+0.3% | Added |
| Ascent Wealth Partners, LLC | 6,657 | $394.0K | 0.07% | −73−1.1% | Reduced |
| Herold Advisors, Inc. | 6,678 | $395.0K | 0.15% | −587−8.1% | Reduced |
| Oak Asset Management, LLC | 6,670 | $395.0K | 0.15% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | – | $395.0K | 0.03% | – | – |
| Navellier & Associates Inc | 6,692 | $396.0K | 0.06% | −197−2.9% | Reduced |
| CWA Asset Management Group, LLC | 6,681 | $396.0K | 0.03% | −194−2.8% | Reduced |
| Delta Investment Management, LLC | 6,721 | $398.0K | 0.11% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 6,725 | $398.0K | 0.29% | +162+2.5% | Added |
| Monticello Wealth Management, LLC | 6,732 | $398.0K | 0.04% | +292+4.5% | Added |
| Ridgewood Investments LLC | 6,737 | $399.0K | 0.25% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,750 | $399.0K | 0.05% | +481+7.7% | Added |
| BT Wealth Management LLC | 6,744 | $399.0K | 0.11% | +6,744 | New |
| Beacon Financial Strategies CORP | 6,739 | $399.0K | 0.34% | −95−1.4% | Reduced |
| Hexagon Capital Partners LLC | 6,760 | $400.0K | 0.11% | −603−8.2% | Reduced |
| Financial Advisory Corp | 6,773 | $401.0K | 0.19% | +6,773 | New |
| Castleark Management LLC | 6,820 | $404.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,846 | $405.0K | 0.05% | +12+0.2% | Added |
| Kelly Lawrence W & Associates Inc | 6,830 | $405.0K | 0.08% | 00.0% | Unchanged |
| Tatro Capital, LLC | 6,834 | $405.0K | 0.29% | +378+5.9% | Added |
| Greenwood Gearhart Inc | 6,835 | $405.0K | 0.06% | +1,304+23.6% | Added |
| American National Bank | 6,854 | $406.0K | 0.08% | −118−1.7% | Reduced |
| Colton Groome Financial Advisors, LLC | 6,854 | $406.0K | 0.17% | +105+1.6% | Added |
| Apella Capital, LLC | 6,882 | $407.0K | 0.05% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 6,889 | $408.0K | 0.10% | −327−4.5% | Reduced |
| Pettee Investors, Inc. | 6,900 | $409.0K | 0.17% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 6,913 | $409.0K | 0.02% | +194+2.9% | Added |
| Ti-Trust, Inc | 6,908 | $409.0K | 0.37% | +6,908 | New |
| Front Street Capital Management, Inc. | 7,934 | $410.0K | 0.08% | +122+1.6% | Added |
| Berkshire Bank | 6,912 | $410.0K | 0.09% | −245−3.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 6,926 | $410.0K | 0.02% | +423+6.5% | Added |
| Red Door Wealth Management, LLC | 6,957 | $411.0K | 0.13% | +131+1.9% | Added |
| Capital CS Group, LLC | 6,936 | $411.0K | 0.32% | +6,936 | New |
| Gibraltar Capital Management, Inc. | 6,952 | $412.0K | 0.19% | +6,952 | New |
| SignalPoint Asset Management, LLC | 6,989 | $413.0K | 0.13% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 6,967 | $413.0K | 0.27% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 6,971 | $413.0K | 0.07% | +191+2.8% | Added |
| Whalerock Point Partners, LLC | 6,983 | $413.5K | 0.14% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 6,993 | $414.0K | 0.17% | +2,666+61.6% | Added |
| Financial Advisory Group | 7,015 | $415.0K | 0.08% | +180+2.6% | Added |
| Kowal Investment Group, LLC | 7,001 | $415.0K | 0.12% | +300+4.5% | Added |
| Fort Sheridan Advisors LLC | 7,014 | $415.0K | 0.12% | +421+6.4% | Added |
| Gould Asset Management LLC | 7,011 | $415.0K | 0.12% | +7,011 | New |
| Montz Harcus Wealth Management LLC | 7,023 | $416.0K | 0.36% | +7,023 | New |
| Summit Wealth Partners, LLC | 7,045 | $417.1K | 0.09% | +302+4.5% | Added |
| Norwood Financial Corp | 7,075 | $418.0K | 0.58% | +7,075 | New |
| Global Financial Private Client, LLC | 7,066 | $418.4K | 0.20% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 7,000 | $419.0K | 0.08% | 00.0% | Unchanged |
| Insight Advisors, LLC | 7,096 | $420.0K | 0.12% | +306+4.5% | Added |
| Weybosset Research & Management LLC | 7,097 | $420.0K | 0.16% | +3,050+75.4% | Added |
| Cardiff Park Advisors, LLC | 7,104 | $421.0K | 0.06% | +7,104 | New |
| Industrial Alliance Investment Management Inc. | 7,122 | $422.0K | 0.01% | +7,122 | New |
| Wealth Management Solutions, LLC | 7,121 | $422.0K | 0.22% | +7,121 | New |
| Brown, Lisle/Cummings, Inc. | 7,130 | $422.2K | 0.21% | +7,130 | New |
| Calton & Associates, Inc. | 7,147 | $423.0K | 0.11% | −1,410−16.5% | Reduced |
| Trust Co | 7,144 | $423.0K | 0.10% | −146−2.0% | Reduced |
| Annex Advisory Services, LLC | 7,175 | $425.0K | 0.03% | +653+10.0% | Added |
| Enlightenment Research, LLC | 7,178 | $425.0K | 0.60% | +7,178 | New |
| Lantz Financial LLC | 7,218 | $427.0K | 0.20% | −378−5.0% | Reduced |
| WorthPointe, LLC | 7,893 | $427.0K | 0.38% | +7,893 | New |
| Cooper Financial Group | 7,224 | $428.0K | 0.16% | −1,215−14.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,224 | $428.0K | 0.22% | +63+0.9% | Added |
| First National Corp | 7,223 | $428.0K | 0.10% | +81+1.1% | Added |
| Matrix Private Capital Group LLC | 7,223 | $428.0K | 0.20% | +664+10.1% | Added |
| Corundum Group, Inc. | 7,232 | $428.0K | 0.28% | +696+10.6% | Added |
| Landaas & Co | 7,250 | $429.0K | 0.23% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 7,261 | $429.0K | 0.11% | +552+8.2% | Added |
| Carroll Investors, Inc | 7,310 | $430.0K | 0.24% | +7,310 | New |
| Broderick Brian C | 7,280 | $431.0K | 0.10% | −4,100−36.0% | Reduced |
| Advisors Preferred, LLC | 7,265 | $431.0K | 0.04% | −730−9.1% | Reduced |
| FSA Wealth Management LLC | 7,272 | $431.0K | 0.25% | +684+10.4% | Added |
| Riverbridge Partners LLC | 7,304 | $432.0K | 0.00% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 7,328 | $434.0K | 0.07% | −72−1.0% | Reduced |
| Pacific Center for Financial Services | 7,322 | $434.0K | 0.17% | 00.0% | Unchanged |
| Planning Center, Inc. | 7,088 | $434.0K | 0.35% | +7,088 | New |
| Lyell Wealth Management, LP | 7,370 | $436.0K | 0.05% | −338−4.4% | Reduced |
| HHM Wealth Advisors, LLC | 7,364 | $436.0K | 0.11% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 7,357 | $436.0K | 0.12% | +379+5.4% | Added |
| KB Financial Partners, LLC | 7,367 | $436.0K | 0.13% | +433+6.2% | Added |
| Syntax Advisors, LLC | 7,357 | $436.0K | 0.32% | +7,357 | New |
| Verus Financial Partners, Inc. | 7,396 | $438.0K | 0.06% | −8−0.1% | Reduced |
| Spirit of America Management Corp | 7,400 | $438.0K | 0.09% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 7,419 | $439.0K | 0.04% | −5,160−41.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 7,434 | $440.0K | 0.10% | 00.0% | Unchanged |
| DSC Advisors, L.P. | 7,441 | $441.0K | 0.51% | −1,127−13.2% | Reduced |
| Doheny Asset Management | 7,473 | $442.0K | 0.31% | −800−9.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 7,462 | $442.0K | 0.15% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 7,457 | $442.0K | 0.24% | +458+6.5% | Added |