Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Coca Cola Co (KO)

4K + Investors. Track Smart Money conviction in KO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +124
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — KO

Based on 3555 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added KO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
3,555 hedge funds hold KO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+262 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

1661 buying1611 selling
Last quarter: 1,661 funds bought or added vs 1,611 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-82 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 201 → 166 → 377 → 295. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 16% medium ■ 12% new
2,546 out of 3,555 hedge funds have held KO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

293 → 201 → 166 → 377 → 295 new funds/Q
New funds entering each quarter: 201 → 166 → 377 → 295. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 12% 1-2yr ■ 16% new
Of 3,645 current holders: 2,637 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
70 of 3555 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in KO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KO

In 2026 Q1, 1661 hedge funds were net buyers of KO (295 opened a new position, 1366 added to an existing one), while 1611 reduced or exited (1440 trimmed, 171 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in KO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +124 funds (more new holders than closures). Total institutional holders: 3555.

Hedge Fund Ownership: KO

How many hedge funds hold KO — quarterly history vs. share price
Quarterly hedge fund ownership of KO vs. share price

Market Analysis: KO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Coca Cola Co (KO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KO has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
KO
+8.6%
XLP
+4.7%

KO outperformed XLP by +3.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
KO
+2.2%
XLP
+1.4%

Since the filing became public, KO outperformed XLP by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

145 top-rated funds 41 high-conviction
Consensus
9.4
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: KO
4K + Investors

Track Smart Money conviction in KO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 3519 3431 2.56%
13F Shares 3.16B 3.24B -2.58%
Total Value $233.68B $222.33B 5.11%
New Positions 286 377 -91
Increased Positions 1342 1406 -64
Closed Positions 198 179 +19
Reduced Positions 1394 1298 +96
Total Calls 54 43 25.58%
Total Puts 46 43 6.98%
PUT/CALL Ratio 0.85 1.0 Neutral

Statistics: KO

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

4K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 KO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Allen Holding Inc /Ny 45.28% 6,000,000 $456.3M
2 Biglari, Sardar 16.29% 109,010 $8.3M
3 Arcus Capital Partners, LLC 15.69% 625,077 $43.7M
4 Berkshire Hathaway Inc 11.56% 400,000,000 $30.42B
5 PFW Advisors LLC 10.84% 453,109 $34.5M
6 Cullinan Associates Inc 8.08% 1,312,987 $99.9M
7 Capital City Trust Co/Fl 8.00% 460,279 $35.0M
8 Meadow Creek Wealth Advisors LLC 7.04% 143,040 $10.9M
9 Commerce Advisors, LLC 6.83% 106,789 $8.1M
10 Bislett Management, LLC 5.87% 100,000 $7.6M
11 Alphinity Investment Management Pty Ltd 5.54% 4,138,886 $314.8M
12 RFP Financial Group LLC 5.36% 129,586 $9.9M
13 Employees Provident Fund Board 5.32% 2,685,552 $124.6M
14 Drexel Morgan & Co. 5.09% 456,411 $34.7M
15 waypoint wealth counsel 4.81% 122,322 $9.3M
16 Hutner Capital Management Inc 4.80% 153,656 $11.7M
17 Pinnacle Financial Partners, Inc. 4.42% 7,593,637 $577.5M
18 Kennon-Green & Company, LLC 4.14% 66,433 $5.1M
19 Socorro Asset Management LP 4.09% 118,995 $9.0M
20 Castle Rock Wealth Management, LLC 4.05% 243,954 $18.7M
21 HS Management Partners, LLC 3.98% 149,452 $11.4M
22 Windle Wealth, LLC 3.97% 123,473 $9.4M
23 James Hambro & Partners LLP 3.86% 1,294,526 $98.5M
24 Guinness Asset Management LTD 3.80% 2,907,603 $220.5M
25 Zwj Investment Counsel Inc 3.56% 1,299,553 $98.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Coca Cola Co (KO)

What does the Smart Money Trend signal show for KO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for KO?

Slight buying edge — 51% buying: Last quarter: 1,661 funds bought or added vs 1,611 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KO holders?

Elite ownership — 57% AUM from top-100 funds: 70 of 3555 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in KO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KO?

72% of holders stayed for 2+ years: 2,546 out of 3,555 hedge funds have held KO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Coca Cola Co (KO) following the 2026 Q1 hedge fund 13F filings?

As of today, KO has moved +2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.4% for the XLP sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), KO has gained +8.6% vs +4.7% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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