COCA COLA CO (KO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
209
Reporting holders
$676.4M
Reported value
0.0%
Calls
0.0%
Puts
-3,442
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $75.2M | 874,052 | 1.01% | 32q | -7.8%-$6.4M |
| Gradient Investments LLC | $44.6M | 518,454 | 0.64% | 32q | -7.9%-$3.8M |
| PFW Advisors LLC | $38.9M | 452,369 | 11.56% | 14q | HELD |
| PARK NATIONAL CORP /OH/ | $33.4M | 387,857 | 0.91% | 32q | -15.5%-$6.1M |
| SAPIENT CAPITAL LLC | $22.8M | 263,037 | 0.31% | 12q | -50.3%-$23.0M |
| Artemis Investment Management LLP | $21.0M | 244,139 | 0.18% | 7q | HELD |
| Castle Rock Wealth Management, LLC | $20.9M | 242,821 | 3.94% | 19q | HELD |
| Quintet Private Bank (Europe) S.A. | $17.7M | 205,229 | 0.78% | 16q | +76.2%+$7.6M |
| EASTERN BANK | $17.4M | 202,074 | 0.26% | 32q | +3.0%+$505.3K |
| Farther Finance Advisors, LLC | $17.0M | 197,252 | 0.12% | 16q | +22.4%+$3.1M |
| CapWealth Advisors, LLC | $15.6M | 181,278 | 1.18% | 32q | -0.9%-$138.2K |
| Galvin, Gaustad & Stein, LLC | $15.2M | 176,856 | 1.15% | 24q | -3.5%-$558.8K |
| GAMMA Investing LLC | $12.6M | 146,525 | 0.43% | 12q | +11.3%+$1.3M |
| ROCKLAND TRUST CO | $11.8M | 136,540 | 0.45% | 32q | -1.4%-$171.7K |
| ARMSTRONG HENRY H ASSOCIATES INC | $10.6M | 122,971 | 0.95% | 32q | -3.7%-$409.0K |
| Stokes Capital Advisors, LLC | $9.7M | 112,782 | 2.13% | 32q | -0.5%-$51.3K |
| RFG - Bristol Wealth Advisors, LLC | $9.4M | 109,425 | 2.24% | 8q | +3.4%+$306.3K |
| MassMutual Private Wealth & Trust, FSB | $9.1M | 105,992 | 0.24% | 32q | -0.6%-$56.9K |
| Montecito Bank & Trust | $9.0M | 104,918 | 1.37% | 31q | HELD |
| Venture Visionary Partners LLC | $8.8M | 102,388 | 0.23% | 28q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $8.5M | 99,167 | 0.85% | 32q | -1.2%-$105.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $7.5M | 87,636 | 0.65% | 20q | -2.2%-$167.5K |
| Wedmont Private Capital | $7.1M | 80,484 | 0.17% | 20q | +16.5%+$999.9K |
| Valeo Financial Advisors, LLC | $6.9M | 79,922 | 0.15% | 32q | +2.8%+$188.7K |
| Bath Savings Trust Co | $6.5M | 75,228 | 0.67% | 32q | -2.8%-$185.5K |
| Lincoln Capital LLC | $6.4M | 74,109 | 1.12% | 32q | -2.4%-$160.3K |
| BENEDICT FINANCIAL ADVISORS INC | $6.3M | 73,560 | 1.26% | 32q | -1.5%-$97.6K |
| Stonebridge Financial Group, LLC | $6.0M | 69,595 | 0.44% | 8q | +2.5%+$144.0K |
| VALLEY WEALTH MANAGERS, INC. | $5.5M | 63,722 | 0.31% | 20q | HELD |
| Kennon-Green & Company, LLC | $5.3M | 61,608 | 4.06% | 16q | -6.7%-$378.8K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $4.8M | 55,563 | 0.32% | 32q | -2.2%-$108.3K |
| Apella Capital, LLC | $4.0M | 46,632 | 0.05% | 26q | +27.7%+$868.8K |
| Iowa State Bank | $3.9M | 45,820 | 0.67% | 3q | +1.9%+$74.7K |
| CoreCap Advisors, LLC | $3.9M | 45,227 | 0.11% | 9q | +1.4%+$52.8K |
| AVITY INVESTMENT MANAGEMENT INC. | $3.8M | 43,928 | 0.24% | 32q | -0.7%-$25.8K |
| Avidian Wealth Enterprises, LLC | $3.7M | 43,026 | 0.10% | 32q | +6.4%+$224.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $3.7M | 42,895 | 0.31% | 32q | +3.3%+$117.9K |
| MFA WEALTH ADVISORS, LLC | $3.6M | 41,382 | 0.61% | 19q | -1.7%-$62.3K |
| Everhart Financial Group, Inc. | $3.6M | 41,283 | 0.22% | 20q | +9.1%+$297.2K |
| ARMSTRONG ADVISORY GROUP, INC | $3.5M | 40,207 | 0.21% | 16q | -2.7%-$95.1K |
| CHICKASAW CAPITAL MANAGEMENT LLC | $3.4M | 39,995 | 0.12% | 32q | -2.5%-$86.7K |
| CACTI ASSET MANAGEMENT LLC | $3.2M | 36,600 | 0.17% | 32q | HELD |
| Keystone Financial Planning, Inc. | $3.0M | 35,137 | 0.75% | 32q | -1.5%-$47.6K |
| Allen Mooney & Barnes Investment Advisors LLC | $3.0M | 34,310 | 0.44% | 19q | +1.2%+$34.8K |
| Violich Capital Management, Inc. | $2.8M | 32,949 | 0.31% | 32q | -24.5%-$921.1K |
| Exchange Bank | $2.7M | 30,888 | 1.65% | 14q | HELD |
| ALKEME WEALTH, LLC | $2.6M | 30,307 | 0.98% | 32q | -0.9%-$23.0K |
| Davis Capital Management | $2.6M | 29,676 | 1.53% | 13q | -3.8%-$99.7K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.6M | 29,640 | 0.03% | 32q | -1.1%-$29.5K |
| BONNESS ENTERPRISES INC | $2.4M | 28,100 | 0.79% | 32q | HELD |
| Veracity Capital LLC | $2.3M | 26,898 | 0.62% | 28q | +1.0%+$23.9K |
| ANB BANK | $2.3M | 26,784 | 0.82% | 8q | HELD |
| Canandaigua National Trust Co of Florida | $2.3M | 26,694 | 1.27% | 8q | +354.4%+$1.8M |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.3M | 26,411 | 0.45% | 24q | +1.8%+$39.3K |
| VISTA INVESTMENT PARTNERS LLC | $2.3M | 26,298 | 0.59% | 12q | HELD |
| M.E. ALLISON & CO., INC. | $2.2M | 25,865 | 1.25% | 8q | HELD |
| Greenfield Savings Bank | $2.2M | 25,789 | 0.84% | 18q | -2.6%-$59.7K |
| Boltwood Capital Management | $2.2M | 25,756 | 0.50% | 32q | -0.9%-$19.5K |
| Legacy Private Trust Co. | $2.2M | 25,293 | 0.12% | 32q | +23.1%+$409.0K |
| Heartwood Wealth Advisors LLC | $2.2M | 25,144 | 0.17% | 28q | -1.3%-$27.5K |
| ECLECTIC ASSOCIATES INC /ADV | $2.1M | 24,792 | 0.24% | 24q | HELD |
| Legacy Wealth Asset Management, LLC | $2.1M | 24,762 | 0.47% | 24q | +96.8%+$1.0M |
| LAWOOD & CO | $2.1M | 24,715 | 1.47% | 4q | -1.7%-$37.0K |
| TOMPKINS FINANCIAL CORP | $2.0M | 23,640 | 0.14% | 31q | HELD |
| Cooper Financial Group | $1.9M | 22,049 | 0.15% | 25q | +15.7%+$257.2K |
| Monument Capital Management | $1.9M | 21,822 | 0.39% | 32q | +10.0%+$170.4K |
| O'Keefe Stevens Advisory, Inc. | $1.8M | 20,754 | 0.37% | 11q | +9.6%+$157.1K |
| Athena Wealth Management, LLC | $1.8M | 20,744 | 1.28% | 4q | +4.2%+$72.0K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $1.7M | 20,176 | 1.12% | 8q | HELD |
| Bank & Trust Co | $1.7M | 19,841 | 1.07% | 10q | -1.2%-$21.6K |
| Atlas Brown,Inc. | $1.7M | 19,636 | 0.45% | 32q | HELD |
| Versant Capital Management, Inc | $1.7M | 19,182 | 0.14% | 32q | +16.1%+$229.0K |
| RHODES INVESTMENT ADVISORS INC /ADV | $1.6M | 18,839 | 1.15% | 4q | HELD |
| DIVERSIFIED MANAGEMENT INC | $1.6M | 18,266 | 0.27% | 4q | +106.8%+$812.1K |
| Gerald Baker Financial Group LLC | $1.5M | 17,824 | 0.43% | 3q | HELD |
| CHAPIN DAVIS, INC. | $1.5M | 17,383 | 0.29% | 16q | HELD |
| Shulman DeMeo Asset Management LLC | $1.5M | 17,230 | 0.29% | 21q | -2.6%-$40.6K |
| CENTRAL BANK & TRUST CO | $1.5M | 17,104 | 0.21% | 32q | +3.9%+$54.7K |
| Wealth Enhancement Trust Services, Inc. | $1.4M | 16,687 | 0.15% | 4q | -37.3%-$854.6K |
| Grove Bank & Trust | $1.4M | 16,392 | 0.14% | 32q | +0.5%+$7.4K |
| YHB Investment Advisors, Inc. | $1.3M | 15,465 | 0.08% | 32q | -0.5%-$6.9K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $1.3M | 15,028 | 0.09% | 32q | -4.7%-$64.0K |
| DAVIDSON TRUST CO | $1.3M | 14,746 | 0.50% | 28q | -4.8%-$63.8K |
| Olistico Wealth, LLC | $1.3M | 14,563 | 0.52% | 16q | HELD |
| Roxbury Financial LLC | $1.2M | 14,141 | 0.93% | 8q | HELD |
| ATWOOD & PALMER INC | $1.2M | 13,599 | 0.06% | 32q | +22.9%+$218.0K |
| Successful Portfolios LLC | $1.1M | 13,060 | 0.52% | 32q | HELD |
| Balefire, LLC | $1.1M | 12,640 | 0.17% | 14q | HELD |
| Central Pacific Bank - Trust Division | $1.1M | 12,415 | 0.11% | 11q | -24.2%-$340.3K |
| Investment Partners Asset Management, Inc. | $1.1M | 12,399 | 0.58% | 12q | HELD |
| STABLEFORD CAPITAL II LLC | $1.1M | 12,200 | 0.36% | 14q | -1.6%-$17.1K |
| LifeGoal Investments, LLC | $1.0M | 11,824 | 0.31% | new | NEW |
| Hardin Capital Partners, LLC | $1.0M | 11,632 | 0.49% | 10q | +5.0%+$47.9K |
| Bank of New Hampshire | $983.0K | 11,420 | 0.21% | 22q | -1.3%-$12.9K |
| Sound Income Strategies, LLC | $975.8K | 11,118 | 0.04% | 32q | +4.0%+$37.7K |
| Bangor Savings Bank | $959.4K | 11,145 | 0.07% | 32q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $955.6K | 11,099 | 0.68% | 4q | +9.7%+$84.9K |
| Whalen Wealth Management Inc. | $948.6K | 11,020 | 0.40% | 4q | +3.4%+$31.2K |
| CONGRESS ASSET MANAGEMENT CO | $935.6K | 10,869 | 0.01% | 8q | -1.2%-$11.8K |
| Private Capital Advisors, Inc. | $930.6K | 10,811 | 0.08% | 32q | HELD |
Showing the largest 100 of 217 reported holders.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-22 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-05 | Quincey James | Chairman | Sold | 436,296 | $35.0M |
| 2026-07-28 | Quincey James | Chairman | Sold | 381,140 | $34.3M |
| 2026-05-07 | Quincey James | Chairman | Sold | 200,000 | $15.8M |
| 2026-07-31 | MURPHY JOHN | President and CFO | Sold | 152,483 | $13.3M |
| 2026-07-29 | Quincey James | Chairman | Sold | 145,947 | $13.1M |
| 2026-08-20 | Pietracci Bruno | Other | Sold | 111,365 | $10.1M ×3 |
| 2026-06-09 | MANN JENNIFER K | Executive Vice President | Sold | 100,000 | $8.1M ×3 |
| 2026-06-05 | MANN JENNIFER K | Executive Vice President | Sold | 100,000 | $7.9M ×2 |
| 2026-06-08 | MANN JENNIFER K | Executive Vice President | Sold | 100,000 | $7.9M ×2 |
| 2026-07-28 | Pietracci Bruno | Other | Sold | 75,727 | $6.8M ×2 |
| 2026-08-06 | Ortega Luisa | Other | Sold | 55,755 | $4.8M ×2 |
| 2026-08-19 | QUAN NANCY | Executive Vice President | Sold | 50,000 | $4.5M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 209 | $676.4M | 7,853,036 | 9 | 65 | 73 | 0.0% |
| Q2 2026 | 3,651 | $292.6B | 3,513,738,850 | 183 | 1,358 | 1,182 | 2.2% |
| Q1 2026 | 3,574 | $249.7B | 3,215,707,643 | 208 | 1,208 | 1,252 | 2.1% |
| Q4 2025 | 3,485 | $227.3B | 3,197,096,455 | 159 | 1,234 | 1,156 | 1.7% |
| Q3 2025 | 3,296 | $215.4B | 3,190,237,263 | 119 | 1,151 | 1,169 | 1.8% |
| Q2 2025 | 3,377 | $228.9B | 3,178,490,319 | 126 | 1,217 | 1,201 | 1.8% |
| Q1 2025 | 3,388 | $229.6B | 3,143,474,433 | 241 | 1,129 | 1,251 | 1.9% |
| Q4 2024 | 3,289 | $200.8B | 3,167,300,981 | 107 | 1,137 | 1,088 | 1.8% |
| Q3 2024 | 3,156 | $237.0B | 3,245,516,947 | 192 | 1,011 | 1,147 | 1.7% |
| Q2 2024 | 3,048 | $206.7B | 3,204,732,128 | 135 | 1,039 | 1,133 | 1.3% |
| Q1 2024 | 3,001 | $203.4B | 3,269,372,142 | 130 | 1,062 | 1,091 | 1.6% |
| Q4 2023 | 3,009 | $191.8B | 3,194,355,046 | 122 | 1,003 | 1,127 | 1.8% |
| Q3 2023 | 2,840 | $175.6B | 3,068,781,203 | 101 | 1,015 | 982 | 2.0% |
| Q2 2023 | 2,892 | $186.4B | 3,037,037,888 | 104 | 1,006 | 1,013 | 1.8% |
| Q1 2023 | 2,885 | $197.3B | 3,123,312,301 | 118 | 1,016 | 970 | 2.1% |
| Q4 2022 | 2,890 | $201.3B | 3,086,962,098 | 150 | 1,003 | 905 | 2.5% |
| Q3 2022 | 2,747 | $173.9B | 3,032,193,704 | 98 | 1,034 | 856 | 2.2% |
| Q2 2022 | 2,787 | $193.9B | 3,014,045,522 | 118 | 1,017 | 924 | 2.2% |
| Q1 2022 | 2,778 | $189.1B | 2,996,945,121 | 139 | 967 | 946 | 1.7% |
| Q4 2021 | 2,742 | $182.3B | 3,000,168,686 | 150 | 982 | 803 | 2.6% |
| Q3 2021 | 2,482 | $157.6B | 2,947,021,837 | 78 | 925 | 797 | 1.9% |
| Q2 2021 | 2,507 | $161.2B | 2,926,165,951 | 109 | 863 | 904 | 1.8% |
| Q1 2021 | 2,494 | $156.3B | 2,908,757,695 | 118 | 914 | 909 | 1.9% |
| Q4 2020 | 2,491 | $166.0B | 2,921,753,507 | 103 | 878 | 841 | 3.0% |
| Q3 2020 | 2,311 | $146.1B | 2,888,903,664 | 124 | 803 | 874 | 2.4% |
| Q2 2020 | 2,273 | $131.7B | 2,890,999,344 | 125 | 898 | 790 | 1.9% |
| Q1 2020 | 2,249 | $133.4B | 2,960,621,300 | 117 | 859 | 832 | 1.8% |
| Q4 2019 | 2,314 | $169.4B | 3,008,320,343 | 75 | 743 | 730 | 1.6% |
| Q3 2019 | 2,136 | $163.0B | 2,943,540,792 | 100 | 719 | 783 | 1.7% |
| Q2 2019 | 2,108 | $153.8B | 2,940,491,392 | 108 | 699 | 786 | 2.6% |
| Q1 2019 | 2,097 | $138.5B | 2,897,393,779 | 102 | 722 | 769 | 2.0% |
| Q4 2018 | 2,101 | $142.8B | 2,963,439,300 | 14 | 28 | 32 | 1.9% |