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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
LIA
1126
LBMC Investment Advisors
Tennessee
$2.35M – – –
HI
1127
Harbour Investments
Wisconsin
$2.32M -$342K -5,692 -13%
KFP
1128
Keystone Financial Planning
Ohio
$2.32M -$5.05K -84 -0.2%
ACM
1129
Allred Capital Management
Texas
$2.32M -$188K -3,128 -8%
DDC
1130
DF Dent & Co
Maryland
$2.31M -$721 -12 -0%
VA
1131
Valmark Advisers
Ohio
$2.31M +$43.9K +731 +2%
CIAS
1132
Capital Investment Advisory Services
North Carolina
$2.31M -$231K -3,842 -9%
LFM
1133
LGT Fund Management
Liechtenstein
$2.31M -$1.04M -17,320 -31%
YCG
1134
Yeomans Consulting Group
Georgia
$2.3M -$13.8K -230 -0.6%
RCG
1135
Regatta Capital Group
California
$2.3M +$73K +1,215 +3%
SMC
1136
Smith, Moore & Co
Missouri
$2.3M +$20.8K +347 +0.9%
NP
1137
Nilsine Partners
Colorado
$2.29M -$126K -2,100 -5%
SIC
1138
Shoker Investment Counsel
Ohio
$2.29M +$24.3K +405 +1%
JSL
1139
JT Stratford LLC
Georgia
$2.29M +$951K +15,836 +74%
GWM
1140
Geneos Wealth Management
Colorado
$2.28M -$11.4K -190 -0.5%
CAM
1141
Cacti Asset Management
Georgia
$2.27M – – –
RMSCM
1142
R.M. Sincerbeaux Capital Management
New York
$2.27M – – –
TGAM
1143
TBH Global Asset Management
Tennessee
$2.27M +$66.6K +1,108 +3%
GFA
1144
Gifford Fong Associates
California
$2.26M – – –
MWM
1145
Moran Wealth Management
Florida
$2.25M -$175K -2,918 -7%
FNFDCM
1146
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.24M -$43.6K -726 -2%
PWM
1147
Palumbo Wealth Management
New York
$2.24M +$246K +4,097 +13%
CFO
1148
CVA Family Office
Colorado
$2.24M +$9.67K +161 +0.4%
GI
1149
GAMMA Investing
California
$2.23M +$315K +5,243 +17%
BDS
1150
Banco de Sabadell
Florida
$2.23M -$33.2K -553 -1%
44 45
46
47 48

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.