We are live on ! Find out more
KO icon

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
CA
1076
CoreCap Advisors
Michigan
$2.61M +$219K +3,640 +9%
CCG
1077
Catalina Capital Group
California
$2.6M +$366K +6,096 +17%
RIA
1078
Realta Investment Advisors
Delaware
$2.6M +$85.2K +1,419 +3%
WEG
1079
World Equity Group
Illinois
$2.59M +$112K +1,868 +5%
NWM
1080
Northcape Wealth Management
New York
$2.59M -$108K -1,794 -4%
AAM
1081
Azzad Asset Management
Virginia
$2.58M -$66.1K -1,100 -3%
CF
1082
Centaurus Financial
California
$2.58M -$105K -1,741 -4%
IA
1083
IFP Advisors
Florida
$2.58M +$160K +2,669 +7%
MSA
1084
Marino Stram & Associates
Massachusetts
$2.58M +$120K +1,996 +5%
MAWAG
1085
Mid-American Wealth Advisory Group
Missouri
$2.58M +$25.5K +424 +1%
PWG
1086
Portside Wealth Group
Utah
$2.57M -$43.3K -721 -2%
LS
1087
Leelyn Smith
Illinois
$2.56M -$15.3K -254 -0.6%
SIAG
1088
Signet Investment Advisory Group
Rhode Island
$2.55M +$107K +1,784 +4%
BTWM
1089
Baker Tilly Wealth Management
Wisconsin
$2.54M +$63.9K +1,064 +3%
CI
1090
Cigna Investments
Connecticut
$2.54M -$17.8K -297 -0.7%
QCG
1091
Quadrant Capital Group
Ohio
$2.53M +$259K +4,310 +12%
SIC
1092
Sterling Investment Counsel
New York
$2.53M +$49.3K +821 +2%
TF
1093
Tompkins Financial
New York
$2.53M +$1.74K +29 +0.1%
RGI
1094
River Global Investors
United Kingdom
$2.52M -$1.28M -21,332 -34%
SCP
1095
Stamos Capital Partners
California
$2.51M -$81.1K -1,350 -3%
BFM
1096
Boston Financial Management
Massachusetts
$2.51M -$219K -3,648 -8%
FMB
1097
Field & Main Bank
Kentucky
$2.51M – – –
KWA
1098
Kingswood Wealth Advisors
California
$2.5M +$109K +1,822 +5%
HT
1099
Heritage Trust
Oklahoma
$2.5M -$63.2K -1,052 -3%
WKWM
1100
Walter & Keenan Wealth Management
Indiana
$2.5M -$9.61K -160 -0.4%
42 43
44
45 46

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.