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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 168,996 | $10.0M | 1.17% | +4,840+2.9% | Added |
| Hennessy Advisors Inc | 168,500 | $9.98M | 0.57% | −2,650−1.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 167,763 | $9.93M | 3.09% | −6,404−3.7% | Reduced |
| Steel Peak Wealth Management LLC | 167,377 | $9.91M | 0.60% | +10,598+6.8% | Added |
| Colonial Trust Advisors | 166,196 | $9.84M | 1.10% | +9,329+5.9% | Added |
| Bartlett & Co. LLC | 165,386 | $9.79M | 0.17% | +2,850+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 165,386 | $9.79M | 0.17% | +2,850+1.8% | Added |
| Sicart Associates LLC | 166,505 | $9.79M | 2.55% | −551−0.3% | Reduced |
| Prio Wealth Limited Partnership | 163,873 | $9.70M | 0.30% | −425−0.3% | Reduced |
| Advisory Services Network, LLC | 163,355 | $9.67M | 0.28% | +5,125+3.2% | Added |
| Crestwood Advisors Group LLC | 163,138 | $9.66M | 0.25% | +1,120+0.7% | Added |
| Jacobs & Co | 162,090 | $9.60M | 1.00% | −1,659−1.0% | Reduced |
| Trustmark National Bank Trust Department | 160,246 | $9.49M | 0.72% | −2,561−1.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 159,879 | $9.47M | 0.60% | +2,400+1.5% | Added |
| Advisory Research Inc | 159,838 | $9.46M | 0.74% | −7,739−4.6% | Reduced |
| ProVise Management Group, LLC | 158,773 | $9.40M | 0.85% | −2,137−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 158,667 | $9.39M | 0.32% | +1,196+0.8% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 179,000 | $9.32M | 1.02% | −45,000−20.1% | Reduced |
| Patton Albertson Miller Group, LLC | 156,644 | $9.28M | 1.50% | +1,205+0.8% | Added |
| Edge Wealth Management LLC | 153,734 | $9.10M | 1.67% | +2,841+1.9% | Added |
| Capital Investment Counsel, Inc | 153,499 | $9.09M | 1.70% | −420−0.3% | Reduced |
| Miramar Capital, LLC | 153,052 | $9.06M | 3.07% | +7,705+5.3% | Added |
| Nicholas Company, Inc. | 152,270 | $9.02M | 0.15% | −908,165−85.6% | Reduced |
| Balentine LLC | 151,315 | $8.96M | 0.32% | +117,275+344.5% | Added |
| Guyasuta Investment Advisors Inc | 150,837 | $8.93M | 0.59% | −1,193−0.8% | Reduced |
| Berkshire Asset Management LLC | 150,768 | $8.93M | 0.54% | +453+0.3% | Added |
| Founders Capital Management, LLC | 150,682 | $8.92M | 1.93% | −14,053−8.5% | Reduced |
| Motco | 150,652 | $8.92M | 0.55% | +1,333+0.9% | Added |
| Community Bank, N.A. | 150,414 | $8.90M | 1.03% | −13,426−8.2% | Reduced |
| TownSquare Capital, LLC | 150,314 | $8.90M | 0.22% | +18,064+13.7% | Added |
| American Assets Investment Management, LLC | 150,060 | $8.88M | 0.96% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 146,063 | $8.85M | 2.70% | −1,165−0.8% | Reduced |
| Toroso Investments, LLC | 148,299 | $8.78M | 0.27% | +74,705+101.5% | Added |
| Corient Capital Partners, LLC | 147,829 | $8.75M | 0.58% | +2,676+1.8% | Added |
| Stonegate Investment Group, LLC | 147,340 | $8.72M | 0.37% | +147,340 | New |
| Sumitomo Mitsui Financial Group, Inc. | 147,305 | $8.72M | 0.26% | +18,609+14.5% | Added |
| Sky Investment Group LLC | 147,246 | $8.72M | 1.76% | −248−0.2% | Reduced |
| Gradient Investments LLC | 147,150 | $8.71M | 0.22% | −8,934−5.7% | Reduced |
| Achmea Investment Management B.V. | 147,150 | $8.71M | 0.41% | −5,872−3.8% | Reduced |
| Bank of the West | 146,873 | $8.70M | 0.82% | +22,680+18.3% | Added |
| Saratoga Research & Investment Management | 146,778 | $8.69M | 0.37% | −6,194−4.0% | Reduced |
| MAI Capital Management | 146,561 | $8.68M | 0.14% | +18,356+14.3% | Added |
| RPG Investment Advisory, LLC | 146,183 | $8.66M | 1.34% | +165+0.1% | Added |
| Atalanta Sosnoff Capital, LLC | 144,211 | $8.54M | 0.18% | +144,211 | New |
| Exencial Wealth Advisors, LLC | 144,174 | $8.54M | 0.41% | −17,481−10.8% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 144,076 | $8.53M | 0.40% | +144,076 | New |
| Sowell Financial Services LLC | 143,299 | $8.48M | 0.49% | −38,687−21.3% | Reduced |
| Bellecapital International Ltd. | 141,952 | $8.40M | 2.40% | +5,370+3.9% | Added |
| Greenwood Capital Associates LLC | 141,792 | $8.40M | 1.19% | +1,018+0.7% | Added |
| Siemens Fonds Invest GmbH | 142,370 | $8.37M | 0.55% | −2,887−2.0% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 141,310 | $8.37M | 0.40% | +8,360+6.3% | Added |
| Patten & Patten Inc | 141,161 | $8.36M | 0.58% | +6,002+4.4% | Added |
| Chemung Canal Trust Co | 141,046 | $8.35M | 1.51% | −757−0.5% | Reduced |
| Stonebridge Capital Management Inc | 140,163 | $8.30M | 2.89% | −4,751−3.3% | Reduced |
| Bislett Management, LLC | 140,000 | $8.29M | 3.99% | 00.0% | Unchanged |
| Ally Financial Inc. | 140,000 | $8.29M | 0.76% | +50,000+55.6% | Added |
| Timucuan Asset Management Inc | 139,736 | $8.27M | 0.30% | 00.0% | Unchanged |
| Palladium Partners LLC | 138,348 | $8.19M | 0.33% | −2,966−2.1% | Reduced |
| Quantbot Technologies LP | 138,077 | $8.18M | 0.66% | −113,316−45.1% | Reduced |
| KMG Fiduciary Partners, LLC | 137,289 | $8.13M | 1.26% | +4,786+3.6% | Added |
| Equitable Trust Co | 136,990 | $8.11M | 0.50% | +6,174+4.7% | Added |
| Howe & Rusling Inc | 136,656 | $8.09M | 0.95% | +716+0.5% | Added |
| Hutner Capital Management Inc | 136,435 | $8.08M | 4.72% | +878+0.6% | Added |
| Everett Harris & Co | 135,182 | $8.00M | 0.11% | −868−0.6% | Reduced |
| Stock Yards Bank & Trust Co | 134,953 | $7.99M | 0.42% | +51,060+60.9% | Added |
| Richard Bernstein Advisors LLC | 134,836 | $7.98M | 0.15% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 134,194 | $7.95M | 0.07% | +5,594+4.3% | Added |
| Greystone Financial Group, LLC | 133,806 | $7.92M | 1.90% | +30,523+29.6% | Added |
| West Paces Advisors Inc. | 133,730 | $7.92M | 2.47% | −634−0.5% | Reduced |
| Rodgers Brothers Inc. | 133,450 | $7.90M | 1.41% | −6,515−4.7% | Reduced |
| SG Americas Securities, LLC | 133,280 | $7.89M | 0.05% | −60,501−31.2% | Reduced |
| BancorpSouth Bank | 132,767 | $7.86M | 0.98% | +236+0.2% | Added |
| AMG National Trust Bank | 132,750 | $7.86M | 0.24% | −2,285−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 131,476 | $7.79M | 0.48% | +738+0.6% | Added |
| Jensen Investment Management Inc | 130,759 | $7.74M | 0.05% | −1,045−0.8% | Reduced |
| Strategic Wealth Designers | 130,693 | $7.74M | 2.01% | +15,772+13.7% | Added |
| Moors & Cabot, Inc. | 130,435 | $7.72M | 0.48% | +2,698+2.1% | Added |
| Boston Private Wealth LLC | 129,456 | $7.67M | 0.13% | +96+0.1% | Added |
| Wedbush Securities Inc | 129,247 | $7.65M | 0.33% | +1,930+1.5% | Added |
| Andra AP-fonden | 128,700 | $7.62M | 0.16% | +32,000+33.1% | Added |
| TRH Financial, LLC | 128,566 | $7.61M | 2.38% | +25,749+25.0% | Added |
| Monarch Capital Management Inc | 127,755 | $7.56M | 1.94% | −5,221−3.9% | Reduced |
| People's United Financial, Inc. | 127,248 | $7.53M | 0.18% | −24,853−16.3% | Reduced |
| Illinois Municipal Retirement Fund | 126,649 | $7.50M | 0.21% | −8,342−6.2% | Reduced |
| Moreno Evelyn V | 125,956 | $7.46M | 1.49% | +7,681+6.5% | Added |
| Wesleyan Assurance Society | 125,000 | $7.40M | 0.88% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 124,884 | $7.39M | 1.61% | +32,331+34.9% | Added |
| Birch Hill Investment Advisors LLC | 123,466 | $7.31M | 0.36% | +885+0.7% | Added |
| Montecito Bank & Trust | 123,336 | $7.30M | 1.30% | +882+0.7% | Added |
| Sigma Planning Corp | 123,242 | $7.30M | 0.20% | +4,338+3.6% | Added |
| Williams Jones Wealth Management, LLC. | 122,789 | $7.27M | 0.09% | +1,789+1.5% | Added |
| Azimuth Capital Management LLC | 122,643 | $7.26M | 0.29% | −9,759−7.4% | Reduced |
| JustInvest LLC | 122,109 | $7.23M | 0.43% | +35,163+40.4% | Added |
| Jarislowsky, Fraser Ltd | 121,866 | $7.21M | 0.03% | −19,093−13.5% | Reduced |
| Opus Investment Management Inc | 121,000 | $7.16M | 1.02% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 120,720 | $7.15M | 1.78% | +857+0.7% | Added |
| Allen Investment Management LLC | 120,336 | $7.13M | 0.09% | +29,500+32.5% | Added |
| Banque Pictet & Cie SA | 120,274 | $7.12M | 0.05% | +4,914+4.3% | Added |
| Farmers & Merchants Investments Inc | 119,860 | $7.10M | 0.26% | −4,097−3.3% | Reduced |
| Desjardins Global Asset Management Inc. | 119,869 | $7.10M | 0.61% | +119,869 | New |