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Coca-Cola

3,554 hedge funds and large institutions have $242B invested in Coca-Cola in 2026 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,361 increasing their positions, 1,430 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 257 | Existing positions closed: 109

9% more capital invested

Capital invested by funds: $223B → $242B (+$19.1B)

4% more funds holding in top 10

Funds holding in top 10: 5456 (+2)

3% more funds holding

Funds holding: 3,4673,554 (+87)

7% more call options, than puts

Call options by funds: $2.7B | Put options by funds: $2.52B

0.21% less ownership

Funds ownership: 74.09%73.88% (-0.21%)

5% less repeat investments, than reductions

Existing positions increased: 1,361 | Existing positions reduced: 1,430

Holders
3,554
Holders Change
+87
Holders Change %
+2.51%
% of All Funds
43.7%
Holding in Top 10
56
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.7%
% of All Funds
0.69%
New
257
Increased
1,361
Reduced
1,430
Closed
109
Calls
$2.7B
Puts
$2.52B
Net Calls
+$178M
Net Calls Change
-$215M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
3401
Blue Bell Private Wealth Management
Pennsylvania
$61.5K +$24.9K +330 +69%
BFS
3402
Bare Financial Services
Pennsylvania
$61.1K +$4.08K +54 +7%
BDPWM
3403
Barnes Dennig Private Wealth Management
Ohio
$60.8K
MFC
3404
Mechanics Financial Corp
Ohio
$60.8K
KSB
3405
Kennebec Savings Bank
Maine
$60.1K -$15.3K -203 -20%
GIM
3406
Gold Investment Management
Alberta, Canada
$59.5K -$151 -2 -0.3%
JGCM
3407
Joseph Group Capital Management
Ohio
$58.8K +$17.8K +235 +44%
SA
3408
Strategic Advocates
Utah
$58.6K -$85.5K -1,131 -59%
BCM
3409
Boreal Capital Management
Florida
$58.4K
MAS
3410
MPWM Advisory Solutions
Georgia
$58.1K -$30.2K -400 -34%
MAFA
3411
MJT & Associates Financial Advisory
Minnesota
$57.7K -$9.22K -122 -14%
KG
3412
Kilter Group
New York
$57.4K +$18.6K +246 +48%
1IA
3413
1620 Investment Advisors
Massachusetts
$57.1K -$302 -4 -0.5%
WPWM
3414
Western Pacific Wealth Management
Illinois
$57K
GTAM
3415
Global Trust Asset Management
Florida
$56.7K
EWM
3416
Evolution Wealth Management
Florida
$56.6K +$26.8K +354 +91%
HNW
3417
High Note Wealth
Minnesota
$56K -$6.43K -85 -10%
SA
3418
Scarborough Advisors
Maryland
$55.8K +$55.4K +733 New
NF
3419
Napier Financial
Massachusetts
$55.5K +$55.2K +730 New
SMBT
3420
Southern Michigan Bank & Trust
Michigan
$55.1K +$54.7K +724 New
PL
3421
Protective Life
Alabama
$54.5K +$54.2K +717 New
DFA
3422
DHJJ Financial Advisors
Illinois
$54.2K -$3.78K -50 -7%
ATC
3423
Advantage Trust Company
Kansas
$54.1K
BFP
3424
Birchwood Financial Partners
Minnesota
$53.2K -$5.59K -74 -10%
FCG
3425
Financial Connections Group
California
$53K

KO Hedge Fund Activity: Q1 2026 in Review

3,554 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2026, worth a combined $242B — up 8.6% from $223B a quarter earlier.

Buyers outnumbered sellers: 257 funds opened new KO positions and 109 closed out — a net gain of 148 holders — while 1,361 added to existing stakes and 1,430 trimmed.

The largest buyer was BlackRock, adding an estimated $1.13B. The largest seller was Capital International Investors, cutting an estimated $465M.

  • 3,554 institutional investors held Coca-Cola (KO) as of Q1 2026, up from 3,467 in Q4 2025.
  • Funds reported $242B of Coca-Cola stock for Q1 2026, up 8.6% quarter-over-quarter.
  • 257 funds opened new Coca-Cola positions in Q1 2026 and 109 closed out, a net change of +148 holders.
  • The largest Coca-Cola buyer in Q1 2026 was BlackRock, an estimated $1.13B added.
  • The largest Coca-Cola seller in Q1 2026 was Capital International Investors, an estimated $465M sold.

Based on aggregated 13F filings for Q1 2026.