Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COCA COLA CO (KO)

3K + 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
↑ +173
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — KO

Based on 3230 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
3,230 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 — +7% more funds vs a year ago

fund count last 6Q
+204 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

1704 buying1411 selling
Last quarter: 1,704 funds bought or added vs 1,411 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.
📈

More new buyers each quarter (+194 vs last Q)

new funds entering per quarter
Funds opening a new KO position: 271 → 182 → 148 → 342. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 15% medium ■ 10% new
2,405 out of 3,230 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 — ~342 new funds/quarter

283 → 271 → 182 → 148 → 342 new funds/Q
New funds entering each quarter: 271 → 182 → 148 → 342. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 11% 1-2yr ■ 16% new
Of 3,309 current holders: 2,425 (73%) 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 — 65% AUM from top-100 funds

65% from top-100 AUM funds
50 of 3230 holders are among the 100 largest funds by AUM, controlling 65% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

230 top-rated funds 43 high-conviction
Consensus
10.0
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: KO
2026 Q1 Stats Unlock in 21 days 3K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 3309 3139 5.42%
13F Shares 3.19B 3.09B 3.24%
Total Value $219.21B $202.57B 8.22%
New Positions 346 153 +193
Increased Positions 1473 1404 +69
Closed Positions 173 239 -66
Reduced Positions 1346 1384 -38
Total Calls 43 46 -6.52%
Total Puts 43 46 -6.52%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: KO

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Valuation Measures Data as of: --

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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) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

3K + investors

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

Top 25 institutional holders of KO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PFW Advisors LLC 10.84% 453,109 $34.5M
2 Employees Provident Fund Board 5.32% 2,685,552 $124.6M
3 waypoint wealth counsel 4.81% 122,322 $9.3M
4 Kennon-Green & Company, LLC 4.14% 66,433 $5.1M
5 Castle Rock Wealth Management, LLC 4.05% 243,954 $18.7M
6 HS Management Partners, LLC 3.98% 149,452 $11.4M
7 Bull Street Advisors, LLC 3.88% 103,001 $8K
8 James Hambro & Partners LLP 3.86% 1,294,526 $98.5M
9 Guinness Asset Management LTD 3.80% 2,907,603 $220.5M
10 ZWJ INVESTMENT COUNSEL INC 3.56% 1,299,553 $98.8M
11 Constitution Capital LLC 3.52% 92,736 $7.1M
12 FUKOKU MUTUAL LIFE INSURANCE CO 3.43% 689,308 $52.4M
13 R.H. Dinel Investment Counsel, Inc. 3.35% 54,450 $4.1M
14 ROWLANDMILLER & PARTNERS.ADV 3.18% 206,055 $16K
15 OLD REPUBLIC INTERNATIONAL CORP 3.00% 991,300 $75K
16 CFC Planning Co LLC 2.92% 53,784 $4.1M
17 SHEETS SMITH WEALTH MANAGEMENT 2.83% 330,889 $25.2M
18 Lexington Hill Partners, LLC 2.78% 64,467 $4.9M
19 Stolper Co 2.75% 125,159 $10K
20 STONEBRIDGE CAPITAL MANAGEMENT INC 2.49% 72,061 $5.5M
21 SageGuard Financial Group, LLC 2.49% 211,501 $16.1M
22 Kepler Cheuvreux (Suisse) SA 2.35% 465,898 $35.4M
23 Patten Group, Inc. 2.33% 176,135 $13.4M
24 GODSEY & GIBB, INC 2.29% 345,238 $26.3M
25 St. Louis Financial Planners Asset Management, LLC 2.27% 52,644 $4.0M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 55% buying: Last quarter: 1,704 funds bought or added vs 1,411 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 — 65% AUM from top-100 funds: 50 of 3230 holders are among the 100 largest funds by AUM, controlling 65% 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?

74% of holders stayed for 2+ years: 2,405 out of 3,230 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.