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
EM
1251
Excalibur Management
Massachusetts
$1.83M +$27.3K +454 +2%
XSC
1252
X-Square Capital
Puerto Rico
$1.83M +$1.39M +23,163 +346%
AWE
1253
Avidian Wealth Enterprises
Texas
$1.83M +$39.6K +660 +2%
BFA
1254
Beaumont Financial Advisors
Massachusetts
$1.83M +$10.9K +182 +0.6%
FMC
1255
First Merchants Corp
Indiana
$1.83M +$441K +7,341 +33%
SB
1256
Strategic Blueprint
Georgia
$1.82M +$38.6K +643 +2%
RWP
1257
Ridgecrest Wealth Partners
California
$1.82M -$3K -50 -0.2%
ANBTV
1258
American National Bank & Trust (Virginia)
Virginia
$1.82M +$1.79M +29,778 New
VAS
1259
Valicenti Advisory Services
New York
$1.81M -$18.6K -310 -1%
SWM
1260
Silverlake Wealth Management
Vermont
$1.81M -$8.95K -149 -0.5%
BE
1261
Bonness Enterprises
District of Columbia
$1.81M – – –
SIA
1262
Schechter Investment Advisors
Michigan
$1.81M +$11.8K +197 +0.7%
BW
1263
Bison Wealth
Georgia
$1.81M +$300 +5 +0%
AWM
1264
Aprio Wealth Management
Georgia
$1.81M +$98K +1,631 +6%
PIM
1265
Penobscot Investment Management
Massachusetts
$1.81M -$33.6K -560 -2%
LA
1266
Legacy Advisors
Pennsylvania
$1.8M -$695K -11,573 -28%
GL
1267
Graypoint LLC
New York
$1.8M +$56.1K +934 +3%
BO
1268
Bank OZK
Arkansas
$1.79M +$45.1K +750 +3%
SCM
1269
Stevens Capital Management
Pennsylvania
$1.79M -$1.09M -18,226 -38%
WA
1270
WESPAC Advisors
California
$1.78M -$119K -1,974 -6%
KFGK
1271
Keystone Financial Group (Kentucky)
Kentucky
$1.78M +$216K +3,599 +14%
CPIG
1272
Chicago Partners Investment Group
Illinois
$1.78M +$39.7K +661 +2%
BCMO
1273
Buckingham Capital Management (Ohio)
Ohio
$1.77M +$53.6K +892 +3%
SAG
1274
SageView Advisory Group
California
$1.77M -$305K -5,071 -15%
NG
1275
Norden Group
Utah
$1.77M +$569K +9,473 +49%
49 50
51
52 53

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.