We are live on ! Find out more
KO icon

Coca-Cola
KO

3,555 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, 1,431 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: 54 → 56 (+2)

3% more funds holding

Funds holding: 3,467 → 3,555 (+88)

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: 1,431

Holders
3,555
Holders Change
+88
Holders Change %
+2.54%
% of All Funds
43.71%
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
1,431
Closed
109
Calls
$2.7B
Puts
$2.52B
Net Calls
+$178M
Net Calls Change
-$215M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.13B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.02B
3
N
Nuveen
North Carolina
+$366M
4
Charles Schwab
Charles Schwab
California
+$366M
5
UBS Group
UBS Group
Switzerland
+$344M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$465M
2
GQG Partners
GQG Partners
Florida
-$388M
3
Marshall Wace
Marshall Wace
United Kingdom
-$382M
4
AIM
Alphinity Investment Management
Australia
-$298M
5
DZ Bank
DZ Bank
Germany
-$232M
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
1276
Exeter Financial
Arizona
$2.3M +$124K +1,642 +6%
EB
1277
Exchange Bank
California
$2.3M – – –
WCM
1278
Weaver Capital Management
Georgia
$2.3M -$121K -1,607 -5%
MGWM
1279
Marks Group Wealth Management
Minnesota
$2.29M -$21.1K -279 -0.9%
WIC
1280
Wilkins Investment Counsel
Massachusetts
$2.29M -$15.2K -201 -0.7%
LRPA
1281
L. Roy Papp & Associates
Arizona
$2.28M +$79.8K +1,055 +4%
KFBMI
1282
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.28M – – –
CFM
1283
Capricorn Fund Managers
United Kingdom
$2.28M +$2.27M +30,000 New
AF
1284
Atala Financial
California
$2.27M +$6.43K +85 +0.3%
DJSG
1285
D.J. St. Germain
Massachusetts
$2.27M +$48.3K +639 +2%
WAS
1286
Winch Advisory Services
Wisconsin
$2.27M -$20.9K -276 -0.9%
CCWM
1287
Correct Capital Wealth Management
Missouri
$2.27M -$116K -1,534 -5%
JWA
1288
JFS Wealth Advisors
Pennsylvania
$2.27M -$54.3K -718 -2%
DWM
1289
Dynasty Wealth Management
Florida
$2.26M -$65.9K -872 -3%
WFS
1290
Widmann Financial Services
Maryland
$2.25M +$10.2K +135 +0.5%
PCG
1291
PFC Capital Group
California
$2.25M -$33.6K -444 -1%
PAM
1292
Paradigm Asset Management
New York
$2.25M – – –
BB
1293
Bell Bank
North Dakota
$2.24M +$125K +1,649 +6%
B
1294
Bellecapital
Switzerland
$2.24M -$661K -8,749 -23%
OWP
1295
Obermeyer Wealth Partners
Colorado
$2.24M – – –
FWCM
1296
Ferguson Wellman Capital Management
Oregon
$2.23M -$130K -1,722 -6%
BMWS
1297
Brady Martz Wealth Solutions
North Dakota
$2.23M +$192K +2,539 +9%
AWP
1298
Accretive Wealth Partners
New Jersey
$2.22M +$30.6K +405 +1%
Walleye Trading
1299
Walleye Trading
New York
$2.22M +$2.21M +29,177 New
WMWM
1300
Whitaker-Myers Wealth Managers
Ohio
$2.22M +$2.2M +29,134 New
50 51
52
53 54

KO Hedge Fund Activity: Q1 2026 in Review

3,555 of the 8,134 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 1,431 trimmed.

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

  • 3,555 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.