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 |
|---|---|---|---|---|---|
| Ycg, LLC | 93,349 | $5.53M | 0.49% | −571−0.6% | Reduced |
| Red Cedar Capital, LLC | 92,706 | $5.49M | 3.13% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 88,290 | $5.47M | 0.89% | +75,180+573.5% | Added |
| Douglass Winthrop Advisors, LLC | 92,301 | $5.46M | 0.12% | +2,500+2.8% | Added |
| Alps Advisors Inc | 92,137 | $5.46M | 0.06% | +31,514+52.0% | Added |
| First City Capital Management, Inc. | 89,186 | $5.44M | 3.06% | −705−0.8% | Reduced |
| Capital Fund Management S.A. | 91,733 | $5.43M | 0.14% | −13,282−12.6% | Reduced |
| Barrett Asset Management, LLC | 91,592 | $5.42M | 0.20% | +17,835+24.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 91,030 | $5.39M | 0.38% | +3,590+4.1% | Added |
| Inverness Counsel LLC | 90,686 | $5.37M | 0.20% | −1,790−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 90,612 | $5.37M | 0.35% | −316−0.3% | Reduced |
| Martin Capital Partners, LLC | 90,396 | $5.35M | 2.53% | +568+0.6% | Added |
| Proequities, Inc. | 90,365 | $5.35M | 0.30% | −270.0% | Reduced |
| HBK Sorce Advisory LLC | 90,177 | $5.34M | 0.27% | +1,337+1.5% | Added |
| Teza Capital Management LLC | 90,083 | $5.33M | 1.43% | +49,518+122.1% | Added |
| Money Concepts Capital Corp | 89,300 | $5.29M | 0.45% | +89,300 | New |
| HM Payson & Co | 88,858 | $5.26M | 0.11% | −4,025−4.3% | Reduced |
| Seven Eight Capital, LP | 88,820 | $5.26M | 0.94% | +88,820 | New |
| Cigna Investments Inc | 88,556 | $5.24M | 0.41% | −30,961−25.9% | Reduced |
| Bath Savings Trust Co | 88,382 | $5.23M | 0.54% | −993−1.1% | Reduced |
| Cumberland Partners Ltd | 88,284 | $5.23M | 0.37% | −7,555−7.9% | Reduced |
| BerganKDV Wealth Management, LLC | 88,290 | $5.23M | 0.55% | +3,189+3.7% | Added |
| Gratus Capital LLC | 88,089 | $5.21M | 0.48% | +48,732+123.8% | Added |
| Parsec Financial Management, Inc. | 87,385 | $5.17M | 0.21% | +12,409+16.6% | Added |
| Farmers National Bank | 87,022 | $5.15M | 1.71% | +2,325+2.7% | Added |
| Lincoln Capital LLC | 86,979 | $5.15M | 1.27% | −1,230−1.4% | Reduced |
| Surevest, LLC | 86,809 | $5.14M | 1.22% | −4,038−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 86,431 | $5.12M | 0.15% | +7,183+9.1% | Added |
| Stolper Co | 86,322 | $5.11M | 2.28% | +687+0.8% | Added |
| Deseret Mutual Benefit Administrators | 85,668 | $5.07M | 0.85% | +297+0.3% | Added |
| Argyle Capital Management Inc. | 85,067 | $5.04M | 1.57% | −1,800−2.1% | Reduced |
| Verity & Verity, LLC | 84,918 | $5.03M | 0.72% | +1,497+1.8% | Added |
| Private Trust Co NA | 84,873 | $5.03M | 0.69% | +14,632+20.8% | Added |
| Green Square Capital Advisors LLC | 84,408 | $5.00M | 0.99% | +1,943+2.4% | Added |
| Freestone Capital Holdings, LLC | 84,267 | $4.99M | 0.21% | +4,534+5.7% | Added |
| PDT Partners, LLC | 83,675 | $4.95M | 0.38% | +2,875+3.6% | Added |
| NFJ Investment Group, LLC | 83,578 | $4.95M | 0.09% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 83,536 | $4.95M | 0.17% | +1,708+2.1% | Added |
| Bridge Creek Capital Management LLC | 83,538 | $4.95M | 1.70% | −416−0.5% | Reduced |
| Columbia Asset Management | 83,175 | $4.92M | 1.01% | −5,467−6.2% | Reduced |
| Nixon Peabody Trust Co | 83,000 | $4.91M | 1.49% | +7,016+9.2% | Added |
| Legacy Capital Partners, Inc. | 82,765 | $4.90M | 1.59% | +1,064+1.3% | Added |
| Family Legacy, Inc. | 80,990 | $4.90M | 2.00% | +23,487+40.8% | Added |
| Castleview Partners, LLC | 289,550 | $4.89M | 0.04% | +289,550 | New |
| Spire Wealth Management | 82,516 | $4.88M | 0.11% | +5,879+7.7% | Added |
| Cypress Capital, LLC | 82,281 | $4.87M | 0.56% | 00.0% | Unchanged |
| Ieq Capital, LLC | 81,824 | $4.84M | 0.11% | +7,829+10.6% | Added |
| Meritage Portfolio Management | 81,757 | $4.84M | 0.27% | −700−0.8% | Reduced |
| Harvey Investment Co LLC | 81,740 | $4.84M | 0.56% | −325−0.4% | Reduced |
| Principle Wealth Partners LLC | 81,429 | $4.82M | 0.51% | −3,101−3.7% | Reduced |
| Stratos Wealth Advisors, LLC | 81,418 | $4.82M | 0.35% | −2,083−2.5% | Reduced |
| Prospector Partners LLC | 81,415 | $4.82M | 0.56% | −1,100−1.3% | Reduced |
| Baxter Bros Inc | 81,247 | $4.81M | 0.70% | −2,200−2.6% | Reduced |
| Sandy Spring Bank | 81,208 | $4.81M | 0.23% | +169+0.2% | Added |
| Dixon Hubard Feinour & Brown Inc | 81,190 | $4.81M | 0.46% | +60,431+291.1% | Added |
| Lowe Brockenbrough & Co Inc | 81,176 | $4.81M | 0.35% | −1,660−2.0% | Reduced |
| CX Institutional | 81,114 | $4.80M | 0.38% | +27,670+51.8% | Added |
| Mechanics Bank Trust Department | 81,106 | $4.80M | 0.71% | −370−0.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 80,889 | $4.79M | 1.59% | −1,951−2.4% | Reduced |
| Boston Research & Management Inc | 80,801 | $4.78M | 1.31% | +920+1.2% | Added |
| Hayek Kallen Investment Management | 80,230 | $4.75M | 1.69% | +5,541+7.4% | Added |
| Fulton Bank, N.A. | 79,927 | $4.73M | 0.21% | +3,859+5.1% | Added |
| Beacon Financial Group | 79,725 | $4.73M | 0.62% | +943+1.2% | Added |
| Rossmore Private Capital | 79,578 | $4.71M | 0.74% | +935+1.2% | Added |
| Gluskin Sheff & Assoc Inc | 79,473 | $4.71M | 0.19% | +743+0.9% | Added |
| NTV Asset Management LLC | 79,384 | $4.70M | 0.78% | −1,295−1.6% | Reduced |
| Schulhoff & Co Inc | 79,309 | $4.70M | 1.93% | −781−1.0% | Reduced |
| Busey Wealth Management | 78,700 | $4.66M | 0.18% | −3,493−4.2% | Reduced |
| Lafayette Investments, Inc. | 78,424 | $4.64M | 1.16% | +836+1.1% | Added |
| Iyo Bank, Ltd. | 78,190 | $4.63M | 1.41% | +78,190 | New |
| Wetherby Asset Management Inc | 78,137 | $4.63M | 0.26% | +1,764+2.3% | Added |
| Linscomb & Williams, Inc. | 77,951 | $4.62M | 0.22% | −1,015−1.3% | Reduced |
| Crossvault Capital Management LLC | 77,895 | $4.61M | 1.38% | +4,775+6.5% | Added |
| HGK Asset Management Inc | 77,451 | $4.59M | 1.42% | −6,298−7.5% | Reduced |
| Geneos Wealth Management Inc. | 77,445 | $4.58M | 0.17% | −1,088−1.4% | Reduced |
| Hudson Bay Capital Management LP | 77,000 | $4.56M | 0.05% | +77,000 | New |
| Oakworth Capital, Inc. | 76,665 | $4.54M | 0.39% | +13,070+20.6% | Added |
| River & Mercantile Asset Management LLP | 76,420 | $4.53M | 0.35% | −10,569−12.1% | Reduced |
| Toth Financial Advisory Corp | 76,362 | $4.52M | 0.62% | +3,256+4.5% | Added |
| Carroll Financial Associates, Inc. | 76,779 | $4.50M | 0.24% | +12,984+20.4% | Added |
| Sciencast Management LP | 74,400 | $4.49M | 0.79% | +54,309+270.3% | Added |
| Bryn Mawr Trust Co | 75,518 | $4.47M | 0.16% | −406−0.5% | Reduced |
| Washington Trust Advisors, Inc. | 75,385 | $4.46M | 0.30% | +75,385 | New |
| Cardinal Capital Management | 74,809 | $4.43M | 0.88% | −662−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 74,547 | $4.42M | 0.42% | +1,767+2.4% | Added |
| Shilanski & Associates, Inc. | 74,637 | $4.42M | 1.89% | −1,551−2.0% | Reduced |
| Trexquant Investment LP | 74,131 | $4.39M | 0.27% | −176,955−70.5% | Reduced |
| Laurel Wealth Advisors LLC | 73,849 | $4.37M | 0.91% | +4,217+6.1% | Added |
| Heritage Trust Co | 73,829 | $4.37M | 0.56% | −715−1.0% | Reduced |
| CWM, LLC | 73,810 | $4.37M | 0.03% | +73,810 | New |
| First Nebraska Trust Co | 73,782 | $4.37M | 0.53% | −2,178−2.9% | Reduced |
| Nicollet Investment Management, Inc. | 73,410 | $4.35M | 1.75% | −1,117−1.5% | Reduced |
| Caldwell Trust Co | 73,241 | $4.34M | 0.50% | −5,232−6.7% | Reduced |
| Cadence Bank NA | 72,930 | $4.32M | 1.18% | +1,056+1.5% | Added |
| Parthenon LLC | 72,423 | $4.29M | 0.60% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 72,425 | $4.29M | 1.82% | +175+0.2% | Added |
| Legato Capital Management LLC | 72,223 | $4.28M | 0.79% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 72,205 | $4.28M | 2.03% | −148−0.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 71,894 | $4.26M | 1.52% | +2,856+4.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 71,555 | $4.24M | 2.19% | +468+0.7% | Added |