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Coca-Cola
KO

2,980 hedge funds and large institutions have $186B invested in Coca-Cola in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,198 increasing their positions, 1,198 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 145

16% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.54B

2% more capital invested

Capital invested by funds: $183B → $186B (+$3.13B)

0% more funds holding in top 10

Funds holding in top 10: 68 → 68 (0)

0% more repeat investments, than reductions

Existing positions increased: 1,198 | Existing positions reduced: 1,198

0% less funds holding

Funds holding: 2,990 → 2,980 (-10)

1.19% less ownership

Funds ownership: 71.79% → 70.6% (-1.2%)

Holders
2,980
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
42.92%
Holding in Top 10
68
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
174
Increased
1,198
Reduced
1,198
Closed
145
Calls
$1.79B
Puts
$1.54B
Net Calls
+$252M
Net Calls Change
+$112M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.08B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$525M
3
Bank of America
Bank of America
North Carolina
+$407M
4
Marshall Wace
Marshall Wace
United Kingdom
+$294M
5
Amundi
Amundi
France
+$218M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.05B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.73B
3
BlackRock
BlackRock
New York
-$264M
4
Barclays
Barclays
United Kingdom
-$175M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
2726
MeadowBrook Investment Advisors
Michigan
$208K – – –
NFA
2727
Northwest Financial Advisors
Virginia
$208K -$7.75K -129 -4%
KBFS
2728
Kohmann Bosshard Financial Services
Ohio
$208K +$205K +3,405 New
AWM
2729
Act Wealth Management
Texas
$208K -$2.04K -34 -1%
BEAM
2730
Baker Ellis Asset Management
Washington
$208K – – –
CBB
2731
Citizens Business Bank
California
$208K – – –
CM
2732
Castleark Management
Illinois
$208K – – –
CFS
2733
Coordinated Financial Services
Colorado
$207K +$204K +3,389 New
DW
2734
Dodds Wealth
Colorado
$207K +$203K +3,381 New
NWA
2735
Navis Wealth Advisors
New York
$207K +$203K +3,376 New
BWM
2736
BlackDiamond Wealth Management
New York
$206K -$10.5K -175 -5%
B
2737
Birchbrook
Maine
$206K -$6.61K -110 -3%
DWAM
2738
Duncan Williams Asset Management
Tennessee
$206K +$202K +3,370 New
CH
2739
Canton Hathaway
Rhode Island
$206K – – –
AWM
2740
Accel Wealth Management
Iowa
$206K +$202K +3,366 New
AIC
2741
Argus Investors Counsel
New York
$206K +$202K +3,365 New
CWC
2742
Carolinas Wealth Consulting
North Carolina
$206K -$1.96M -32,617 -91%
IDA
2743
Intelligence Driven Advisers
California
$206K +$202K +3,360 New
HCA
2744
Heck Capital Advisors
Wisconsin
$205K +$1.8K +30 +0.9%
EWM
2745
Executive Wealth Management
Michigan
$205K -$8.77K -146 -4%
MWP
2746
Meridian Wealth Partners
Pennsylvania
$205K +$201K +3,345 New
PWM
2747
PBMares Wealth Management
Virginia
$205K +$201K +3,344 New
SIG
2748
Sargent Investment Group
Maryland
$204K -$3.72K -62 -2%
PFG
2749
Peterson Financial Group
Iowa
$204K +$201K +3,339 New
EP
2750
Essential Planning
New Hampshire
$204K – – –
108 109
110
111 112

KO Hedge Fund Activity: Q1 2024 in Review

2,980 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2024, worth a combined $186B — up 1.7% from $183B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new KO positions and 145 closed out — a net gain of 29 holders — while 1,198 added to existing stakes and 1,198 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.08B. The largest seller was Morgan Stanley, cutting an estimated $4.05B.

  • 2,980 institutional investors held Coca-Cola (KO) as of Q1 2024, down from 2,990 in Q4 2023.
  • Funds reported $186B of Coca-Cola stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 174 funds opened new Coca-Cola positions in Q1 2024 and 145 closed out, a net change of +29 holders.
  • The largest Coca-Cola buyer in Q1 2024 was Franklin Resources, an estimated $1.08B added.
  • The largest Coca-Cola seller in Q1 2024 was Morgan Stanley, an estimated $4.05B sold.

Based on aggregated 13F filings for Q1 2024.