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 |
|---|---|---|---|---|---|
| Magellan Asset Management Ltd | 9,044 | $535.0K | 0.00% | +1,476+19.5% | Added |
| Cowa, LLC | 9,051 | $536.0K | 0.27% | +460+5.4% | Added |
| Searle & Co. | 9,075 | $537.0K | 0.20% | −33−0.4% | Reduced |
| Hillman Capital Management, Inc. | 9,106 | $539.0K | 0.19% | −1,077−10.6% | Reduced |
| Gray Wealth Management Inc. | 9,111 | $539.0K | 0.27% | +931+11.4% | Added |
| Circle Wealth Management, LLC | 9,114 | $540.0K | 0.07% | −890−8.9% | Reduced |
| Triad Financial Advisors, Inc. | 9,130 | $541.0K | 0.32% | +9,130 | New |
| Sargent Investment Group, LLC | 9,172 | $543.0K | 0.12% | +120+1.3% | Added |
| Stockman Wealth Management, Inc. | 9,170 | $543.0K | 0.11% | +381+4.3% | Added |
| Buckley Wealth Management, LLC | 9,183 | $544.0K | 0.16% | −399−4.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 9,215 | $546.0K | 0.15% | 00.0% | Unchanged |
| Holistic Financial Partners | 9,213 | $546.0K | 0.32% | +204+2.3% | Added |
| Sage Private Wealth Group, LLC | 9,234 | $546.0K | 0.68% | +268+3.0% | Added |
| SNS Financial Group, LLC | 9,248 | $548.0K | 0.06% | −589−6.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 9,244 | $548.0K | 0.44% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 9,260 | $548.0K | 0.04% | +50+0.5% | Added |
| Vigilant Capital Management, LLC | 9,260 | $548.0K | 0.04% | +6,880+289.1% | Added |
| Morris Financial Concepts, Inc. | 9,279 | $549.0K | 0.46% | +9,279 | New |
| Indie Asset Partners, LLC | 9,300 | $551.0K | 0.40% | +100+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 9,310 | $551.0K | 0.12% | +277+3.1% | Added |
| Sadoff Investment Management LLC | 9,304 | $551.0K | 0.03% | +844+10.0% | Added |
| Aaron Wealth Advisors | 9,333 | $552.0K | 0.15% | −547−5.5% | Reduced |
| Journey Strategic Wealth LLC | 9,318 | $552.0K | 0.06% | +9,318 | New |
| RDA Financial Network | 9,338 | $553.0K | 0.23% | +9,338 | New |
| Ballast Advisors LLC | 9,374 | $555.0K | 0.21% | +125+1.4% | Added |
| KFA Private Wealth Group, LLC | 9,384 | $556.0K | 0.28% | −148−1.6% | Reduced |
| Orser Capital Management, LLC | 9,385 | $556.0K | 0.29% | +2,500+36.3% | Added |
| Kore Private Wealth LLC | 9,447 | $559.0K | 0.07% | −11,288−54.4% | Reduced |
| Prudent Man Advisors, LLC | 9,443 | $559.0K | 0.21% | −1,578−14.3% | Reduced |
| MSH Capital Advisors LLC | 9,471 | $560.8K | 0.25% | +9,471 | New |
| Townsend Asset Management Corp | 9,467 | $561.0K | 0.27% | −52−0.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 9,500 | $563.0K | 0.09% | −1,554−14.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 9,511 | $563.0K | 0.26% | +11+0.1% | Added |
| Angeles Investment Advisors, LLC | 9,501 | $563.0K | 0.03% | +2,497+35.7% | Added |
| Woodward Diversified Capital, LLC | 9,538 | $565.0K | 0.33% | +888+10.3% | Added |
| Van Cleef Asset Management,Inc | 9,560 | $566.0K | 0.08% | −45−0.5% | Reduced |
| Noesis Capital Mangement Corp | 9,573 | $567.0K | 0.11% | −1,181−11.0% | Reduced |
| Notis-McConarty Edward | 9,600 | $568.0K | 0.19% | −100−1.0% | Reduced |
| IFG Advisors, LLC | 9,598 | $568.0K | 0.24% | +17+0.2% | Added |
| Hedges Asset Management LLC | 9,600 | $568.0K | 0.44% | +9,600 | New |
| Kalos Management, Inc. | 10,219 | $569.0K | 0.15% | +101+1.0% | Added |
| Golden State Wealth Management, LLC | 9,639 | $571.0K | 0.10% | +9,639 | New |
| Elm Advisors, LLC | 9,676 | $573.0K | 0.32% | −204−2.1% | Reduced |
| Cross Staff Investments Inc | 9,715 | $575.0K | 0.51% | +9,715 | New |
| Gryphon Financial Partners LLC | 9,723 | $576.0K | 0.11% | +399+4.3% | Added |
| Accuvest Global Advisors | 9,734 | $576.0K | 0.25% | +1,937+24.8% | Added |
| Index Fund Advisors, Inc. | 9,723 | $576.0K | 0.04% | +9,723 | New |
| Accredited Investors Inc. | 9,739 | $577.0K | 0.05% | +46+0.5% | Added |
| Laraway Financial Inc | 9,750 | $577.0K | 0.52% | +9,750 | New |
| MJP Associates Inc | 9,740 | $578.0K | 0.17% | +190+2.0% | Added |
| Roman Butler Fullerton & Co | 9,804 | $580.0K | 0.26% | +217+2.3% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,809 | $580.0K | 0.14% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 9,791 | $580.0K | 0.27% | +80+0.8% | Added |
| HCR Wealth Advisors | 9,804 | $580.0K | 0.09% | +415+4.4% | Added |
| Magnus Financial Group LLC | 9,812 | $581.0K | 0.11% | +340+3.6% | Added |
| Nadler Financial Group, Inc. | 9,830 | $582.0K | 0.09% | +201+2.1% | Added |
| NEIRG Wealth Management, LLC | 9,844 | $583.0K | 0.11% | +9,844 | New |
| Silicon Hills Wealth Management, LLC | 9,873 | $585.0K | 0.36% | −170−1.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9,877 | $585.0K | 0.08% | +118+1.2% | Added |
| Maryland Capital Management | 9,888 | $585.0K | 0.03% | +2,702+37.6% | Added |
| Cornerstone Wealth Group, LLC | 9,891 | $586.0K | 0.10% | +807+8.9% | Added |
| Ssi Investment Management LLC | 9,932 | $587.0K | 0.03% | −20−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 9,915 | $587.0K | 0.05% | +2,847+40.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 9,932 | $588.0K | 0.11% | +4,582+85.6% | Added |
| Evermay Wealth Management LLC | 9,941 | $589.0K | 0.11% | −460−4.4% | Reduced |
| MEMBERS Trust Co | 9,952 | $589.0K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 9,940 | $589.0K | 0.14% | +160+1.6% | Added |
| 9258 Wealth Management, LLC | 9,947 | $589.0K | 0.14% | +502+5.3% | Added |
| Robinson Value Management, Ltd. | 10,000 | $592.0K | 0.49% | −1,200−10.7% | Reduced |
| Willis Investment Counsel | 10,000 | $592.0K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 10,000 | $592.0K | 0.12% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 9,851 | $595.0K | 0.22% | +1,035+11.7% | Added |
| Linker Capital Management Inc. | 10,060 | $596.0K | 0.57% | +10,060 | New |
| Icon Wealth Partners, LLC | 10,101 | $598.0K | 0.06% | −275−2.7% | Reduced |
| River Wealth Advisors LLC | 10,113 | $599.0K | 0.09% | +58+0.6% | Added |
| Fiera Capital Corp | 10,131 | $600.0K | 0.00% | −1,300−11.4% | Reduced |
| WealthPLAN Partners, LLC | 9,841 | $600.0K | 0.04% | −592−5.7% | Reduced |
| Arvest Trust Co N A | 10,158 | $601.0K | 0.03% | +10,158 | New |
| Machina Capital S.A.S. | 10,200 | $604.0K | 1.46% | −5,761−36.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 10,202 | $604.0K | 0.25% | −1,220−10.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 10,202 | $604.0K | 0.36% | +10,202 | New |
| 55I, LLC | 10,230 | $605.0K | 0.02% | −1,730−14.5% | Reduced |
| Cubic Asset Management, LLC | 10,214 | $605.0K | 0.14% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 10,212 | $605.0K | 0.17% | +1,200+13.3% | Added |
| Gilman Hill Asset Management, LLC | 10,237 | $606.0K | 0.14% | +1,080+11.8% | Added |
| Almanack Investment Partners, LLC. | 10,269 | $608.0K | 0.05% | +30+0.3% | Added |
| Oder Investment Management, LLC | 10,316 | $611.0K | 0.86% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 10,325 | $611.0K | 0.11% | +1,879+22.2% | Added |
| Vicus Capital | 9,883 | $612.0K | 0.06% | +9,883 | New |
| Wealthsimple Inc. | 10,361 | $613.0K | 0.02% | +10,361 | New |
| Enterprise Financial Services Corp | 10,376 | $614.0K | 0.09% | −6,227−37.5% | Reduced |
| Archer Investment Corp | 10,393 | $615.4K | 0.21% | −220−2.1% | Reduced |
| Hartford Financial Management Inc. | 10,411 | $616.0K | 0.14% | −56−0.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 10,456 | $619.0K | 0.54% | +10,456 | New |
| Merit Financial Group, LLC | 10,473 | $620.0K | 0.06% | +26+0.2% | Added |
| Reuter James Wealth Management, LLC | 10,495 | $621.0K | 0.24% | +10,495 | New |
| Capital Wealth Planning, LLC | 10,502 | $622.0K | 0.01% | −1,919−15.4% | Reduced |
| Meixler Investment Management, Ltd. | 10,519 | $623.0K | 0.64% | +10,519 | New |
| Highland Private Wealth Management | 10,540 | $624.0K | 0.08% | +781+8.0% | Added |
| Spinnaker Investment Group, LLC | 10,233 | $625.0K | 0.22% | +10,233 | New |