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
↑ +76
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — KO

Based on 3643 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
3,643 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 — +10% more funds vs a year ago

fund count last 6Q
+326 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

1837 buying1562 selling
Last quarter: 1,837 funds bought or added vs 1,562 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 (-40 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 167 → 378 → 300 → 260. 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.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 13% new
2,603 out of 3,643 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.
➡️

Steady discovery — ~260 new funds/quarter

204 → 167 → 378 → 300 → 260 new funds/Q
New funds entering each quarter: 167 → 378 → 300 → 260. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 73% veterans vs 15% newcomers

■ 73% veterans ■ 12% 1-2yr ■ 15% new
Entry-cohort mix of 3,718 holders: 2,699 (73%) are 2+ year veterans, 444 entered 1–2 years ago, and 575 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
74 of 3634 holders are among the 100 largest funds by AUM, controlling 69% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 1837 hedge funds were net buyers of KO (260 opened a new position, 1577 added to an existing one), while 1562 reduced or exited (1378 trimmed, 184 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 69% of total institutional value in KO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +76 funds (more new holders than closures). Total institutional holders: 3643.

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

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

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

92 top-rated funds 39 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
5.1
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 3603 3567 1.01%
13F Shares 3.28B 3.21B 2.13%
Total Value $259.60B $237.84B 9.15%
New Positions 247 300 -53
Increased Positions 1546 1352 +194
Closed Positions 202 167 +35
Reduced Positions 1346 1414 -68
Total Calls 44 54 -18.52%
Total Puts 38 46 -17.39%
PUT/CALL Ratio 0.86 0.85 Neutral

Statistics: KO

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Allen Holding Inc /Ny 48.10% 6,000,000 $487.6M
2 Mw Advisory, LLC 24.85% 765,193 $62.2M
3 Biglari, Sardar 14.40% 110,248 $9.0M
4 Fenelon Opportunity Fund Inc. 11.62% 2,784,512 $233.3M
5 Berkshire Hathaway Inc 10.86% 400,000,000 $32.51B
6 PFW Advisors LLC 10.72% 452,660 $36.8M
7 Capital City Trust Co/Fl 7.73% 458,463 $37.3M
8 Meadow Creek Wealth Advisors LLC 7.10% 143,053 $11.6M
9 Cullinan Associates Inc 6.96% 1,132,980 $92.1M
10 waypoint wealth counsel 6.19% 121,662 $9.9M
11 Bislett Management, LLC 5.51% 100,000 $8.1M
12 Drexel Morgan & Co. 5.16% 456,411 $37.1M
13 Hutner Capital Management Inc 4.96% 154,028 $12.5M
14 RFP Financial Group LLC 4.73% 129,916 $10.6M
15 Commerce Advisors, LLC 4.72% 107,010 $8.7M
16 Savoir Faire Capital Management, L.P. 4.70% 93,123 $7.6M
17 Alphinity Investment Management Pty Ltd 4.63% 3,418,540 $277.8M
18 HS Management Partners, LLC 4.53% 162,277 $13.2M
19 Kennon-Green & Company, LLC 4.18% 66,009 $5.4M
20 Windle Wealth, LLC 4.12% 126,116 $10.2M
21 Pinnacle Financial Partners, Inc. 3.99% 7,193,014 $584.6M
22 Castle Rock Wealth Management, LLC 3.89% 243,800 $19.8M
23 James Hambro & Partners LLP 3.84% 1,306,225 $106.1M
24 Guinness Asset Management LTD 3.77% 2,749,910 $222.6M
25 Axa S.A. 3.75% 48,523 $3.4M
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 — 3 quarters in a row: For 3 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 — 54% buying: Last quarter: 1,837 funds bought or added vs 1,562 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 — 69% AUM from top-100 funds: 74 of 3634 holders are among the 100 largest funds by AUM, controlling 69% 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?

71% of holders stayed for 2+ years: 2,603 out of 3,643 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.

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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