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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 7,484 | $443.0K | 0.13% | +7,484 | New |
| Hunter Associates Investment Management LLC | 7,500 | $444.0K | 0.13% | +3,500+87.5% | Added |
| Mystic Asset Management, Inc. | 7,508 | $444.0K | 0.21% | +7,508 | New |
| Alta Wealth Advisors LLC | 7,508 | $445.0K | 0.27% | +139+1.9% | Added |
| X-Square Capital, LLC | 7,599 | $450.0K | 0.23% | −6,500−46.1% | Reduced |
| Sovereign Financial Group, Inc. | 7,616 | $451.0K | 0.18% | +1,132+17.5% | Added |
| Addison Advisors LLC | 7,639 | $452.0K | 0.28% | −67−0.9% | Reduced |
| Investment Management of Virginia LLC | 7,628 | $452.0K | 0.07% | +410+5.7% | Added |
| Zuckerman Investment Group, LLC | 7,650 | $453.0K | 0.07% | +120+1.6% | Added |
| Quest Capital Management Inc | 7,681 | $455.0K | 0.08% | −905−10.5% | Reduced |
| Sanders Morris Harris LLC | 7,681 | $455.0K | 0.08% | 00.0% | Unchanged |
| Chelsea Counsel Co | 7,701 | $456.0K | 0.20% | +3,500+83.3% | Added |
| Thompson Davis & Co., Inc. | 7,700 | $456.0K | 0.38% | +7,700 | New |
| SevenBridge Financial Group, LLC | 7,713 | $457.0K | 0.14% | −18−0.2% | Reduced |
| Sittner & Nelson, LLC | 7,726 | $457.0K | 0.27% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 7,744 | $459.0K | 0.02% | −477−5.8% | Reduced |
| Institute for Wealth Management, LLC. | 7,760 | $459.0K | 0.07% | +11+0.1% | Added |
| Cornerstone Advisory, LLC | 7,759 | $460.0K | 0.07% | +2,630+51.3% | Added |
| Te Ahumairangi Investment Management Ltd | 7,780 | $461.0K | 0.06% | −2,820−26.6% | Reduced |
| Ellis Investment Partners, LLC | 7,845 | $464.0K | 0.11% | +870+12.5% | Added |
| J. W. Coons Advisors, LLC | 7,904 | $468.0K | 0.14% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 7,920 | $469.0K | 0.20% | −375−4.5% | Reduced |
| Advisor OS, LLC | 7,938 | $469.0K | 0.10% | +300+3.9% | Added |
| Amplius Wealth Advisors, LLC | 7,928 | $469.0K | 0.06% | +7,928 | New |
| Retirement Planning Co of New England, Inc. | 7,945 | $470.0K | 0.23% | +7,945 | New |
| Lineweaver Wealth Advisors, LLC | 7,982 | $472.0K | 0.14% | +1,984+33.1% | Added |
| Summitry LLC | 7,970 | $472.0K | 0.03% | +7,970 | New |
| Cooper/Haims Advisors, LLC | 8,013 | $474.0K | 0.29% | −345−4.1% | Reduced |
| Concord Wealth Partners | 7,999 | $474.0K | 0.12% | +2,048+34.4% | Added |
| Overbrook Management Corp | 8,030 | $475.0K | 0.10% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 8,025 | $475.0K | 0.11% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 8,029 | $475.0K | 0.38% | +8,029 | New |
| Prentiss Smith & Co Inc | 8,043 | $476.0K | 0.22% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 8,067 | $478.0K | 0.20% | −142−1.7% | Reduced |
| ELCO Management Co., LLC | 8,098 | $479.0K | 0.34% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 8,083 | $479.0K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8,111 | $480.0K | 0.14% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 8,108 | $480.0K | 0.09% | +594+7.9% | Added |
| Acropolis Investment Management, LLC | 8,100 | $480.0K | 0.04% | +874+12.1% | Added |
| Wealth Alliance Advisory Group, LLC | 8,125 | $481.0K | 0.21% | −243−2.9% | Reduced |
| Minot Wealth Management LLC | 8,129 | $481.0K | 0.09% | +262+3.3% | Added |
| Central Bank & Trust Co | 8,142 | $482.0K | 0.07% | −7−0.1% | Reduced |
| Tarbox Family Office, Inc. | 8,150 | $483.0K | 0.08% | −12−0.1% | Reduced |
| OneAscent Wealth Management LLC | 8,193 | $485.0K | 1.21% | +8,193 | New |
| SOA Wealth Advisors, LLC. | 8,281 | $486.0K | 0.12% | +21+0.3% | Added |
| Bienville Capital Management, LLC | 8,200 | $486.0K | 0.35% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 8,210 | $486.0K | 0.17% | +4,348+112.6% | Added |
| Wambolt & Associates, LLC | 8,233 | $487.0K | 0.18% | +197+2.5% | Added |
| Interchange Capital Partners, LLC | 8,272 | $489.0K | 0.49% | +8,272 | New |
| Paulson Wealth Management Inc. | 8,269 | $490.0K | 0.22% | −178−2.1% | Reduced |
| Yarbrough Capital, LLC | 8,300 | $491.0K | 0.03% | +8,300 | New |
| Kidder Stephen W | 8,300 | $492.0K | 0.15% | −100−1.2% | Reduced |
| Carolinas Wealth Consulting LLC | 8,315 | $492.0K | 0.11% | +633+8.2% | Added |
| Mattern Wealth Management LLC | 8,341 | $494.0K | 0.15% | 00.0% | Unchanged |
| Albion Financial Group | 8,366 | $495.0K | 0.04% | −40−0.5% | Reduced |
| Blue Barn Wealth, LLC | 8,353 | $495.0K | 0.33% | +2,126+34.1% | Added |
| Grant/GrossMendelsohn, LLC | 8,205 | $496.0K | 0.39% | +39+0.5% | Added |
| Paragon Capital Management Ltd | 8,378 | $496.0K | 0.08% | 00.0% | Unchanged |
| Pacitti Group Inc. | 8,391 | $497.0K | 0.32% | −205−2.4% | Reduced |
| Elgethun Capital Management | 8,462 | $497.0K | 0.17% | +79+0.9% | Added |
| Comerica Securities,inc. | 8,415 | $498.0K | 0.03% | −1,216−12.6% | Reduced |
| Parisi Gray Wealth Management | 8,412 | $498.0K | 0.19% | +19+0.2% | Added |
| New World Advisors LLC | 8,420 | $498.0K | 0.23% | +1,200+16.6% | Added |
| 360 Financial, Inc. | 8,424 | $499.0K | 0.23% | +69+0.8% | Added |
| Charter Oak Capital Management, LLC | 8,459 | $501.0K | 0.06% | +19+0.2% | Added |
| Affinity Capital Advisors, LLC | 8,467 | $501.0K | 0.15% | +314+3.9% | Added |
| Hollow Brook Wealth Management LLC | 8,484 | $502.0K | 0.26% | −27,800−76.6% | Reduced |
| Firethorn Wealth Partners, LLC | 8,485 | $502.0K | 0.38% | +8,485 | New |
| Key Financial Inc | 8,499 | $503.0K | 0.25% | +13+0.2% | Added |
| Atlantic Trust, LLC | 8,505 | $503.0K | 0.30% | +3,800+80.8% | Added |
| Wealth Architects, LLC | 8,505 | $504.0K | 0.09% | −177−2.0% | Reduced |
| Wedmont Private Capital | 8,270 | $504.0K | 0.16% | +8,270 | New |
| Harbor Advisory Corp | 8,544 | $506.0K | 0.21% | 00.0% | Unchanged |
| First International Bank & Trust | 8,536 | $506.0K | 0.18% | +8,536 | New |
| Horst & Graben Wealth Management LLC | 8,559 | $507.0K | 0.13% | +128+1.5% | Added |
| Evoke Wealth, LLC | 9,525 | $508.0K | 0.02% | −56−0.6% | Reduced |
| S.A. Mason LLC | 8,585 | $508.0K | 0.31% | +7+0.1% | Added |
| E Fund Management Co., Ltd. | 8,573 | $508.0K | 0.02% | +110+1.3% | Added |
| Firestone Capital Management | 8,601 | $509.0K | 0.16% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 8,638 | $511.0K | 0.30% | +8,638 | New |
| 180 Wealth Advisors, LLC | 8,466 | $512.0K | 0.12% | −519−5.8% | Reduced |
| Front Barnett Associates LLC | 8,651 | $512.0K | 0.05% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 8,701 | $515.0K | 0.20% | +8,701 | New |
| Tyler-Stone Wealth Management | 8,714 | $516.0K | 0.27% | +8,714 | New |
| HC Advisors, LLC | 8,726 | $517.0K | 0.32% | +33+0.4% | Added |
| Wrapmanager Inc | 8,752 | $518.0K | 0.13% | −1,674−16.1% | Reduced |
| Chesapeake Wealth Management | 8,740 | $518.0K | 0.17% | −52−0.6% | Reduced |
| Creative Financial Designs Inc | 8,771 | $519.0K | 0.08% | −172−1.9% | Reduced |
| Security National Bank | 8,800 | $521.0K | 0.12% | −14,634−62.4% | Reduced |
| Argent Capital Management LLC | 8,810 | $522.0K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 8,816 | $522.0K | 0.21% | +190+2.2% | Added |
| FourThought Financial, LLC | 8,823 | $522.0K | 0.07% | +509+6.1% | Added |
| Richwood Investment Advisors, LLC | 8,836 | $523.0K | 0.46% | +8,836 | New |
| Monte Financial Group, LLC | 8,887 | $526.0K | 0.28% | −30,981−77.7% | Reduced |
| First American Bank | 8,957 | $530.0K | 0.03% | −29,078−76.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,952 | $530.0K | 0.27% | −144−1.6% | Reduced |
| Collective Family Office LLC | 8,955 | $530.0K | 0.21% | +640+7.7% | Added |
| Bristlecone Advisors, LLC | 9,005 | $533.0K | 0.06% | +2,019+28.9% | Added |
| WNY Asset Management, LLC | 9,010 | $534.0K | 0.16% | −330−3.5% | Reduced |
| Cladis Investment Advisory, LLC | 9,034 | $534.9K | 0.43% | +9,034 | New |