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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
SEA
1926
Stegent Equity Advisors
Texas
$662K +$650K +10,817 New
MGWA
1927
Monument Group Wealth Advisors
Massachusetts
$661K – – –
PWAM
1928
Pinnacle West Asset Management
Wyoming
$660K +$18K +300 +3%
SS
1929
Sunbelt Securities
Texas
$658K -$50.3K -838 -7%
HWP
1930
Highline Wealth Partners
California
$657K – – –
MIC
1931
Meridian Investment Counsel
California
$657K +$9.13K +152 +1%
MA
1932
MJP Associates
Connecticut
$654K +$165K +2,750 +35%
BT
1933
Brandywine Trust
Delaware
$654K – – –
NEWAS
1934
N.E.W. Advisory Services
Wisconsin
$653K -$17.1K -285 -3%
FMP
1935
Financial Management Professionals
Texas
$653K +$79.4K +1,321 +14%
LSA
1936
L & S Advisors
California
$652K -$10.8K -179 -2%
PH
1937
Pinnacle Holdings
Oklahoma
$650K -$47.2K -785 -7%
CCWM
1938
Cassaday & Co Wealth Management
Virginia
$648K +$6.31K +105 +1%
MP
1939
McDonald Partners
Ohio
$646K -$48.1K -800 -7%
GWM
1940
Gray Wealth Management
Maine
$646K -$25.8K -430 -4%
DF
1941
Donoghue Forlines
Massachusetts
$645K +$7.21K +120 +1%
HWA
1942
HCR Wealth Advisors
California
$644K -$138K -2,292 -18%
GHAM
1943
Gilman Hill Asset Management
Connecticut
$643K +$85K +1,415 +16%
SPWM
1944
Schrum Private Wealth Management
Florida
$640K +$124K +2,057 +24%
MCCA
1945
Mill Creek Capital Advisors
Pennsylvania
$639K -$37.3K -621 -6%
CIA
1946
Compass Ion Advisors
Pennsylvania
$638K – – –
ECM
1947
Elgethun Capital Management
South Dakota
$638K +$42.6K +710 +7%
GWA
1948
GGM Wealth Advisors
Maryland
$637K +$3.96K +66 +0.6%
OW
1949
Olistico Wealth
Oklahoma
$637K +$124K +2,065 +25%
HFM
1950
Hartford Financial Management
Connecticut
$637K – – –
76 77
78
79 80

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.