The unanimous accumulation by three asset managers suggests a shared view on KO's defensive yield and potential currency tailwinds. However, 13F data is 45+ days stale — watch for any Q4 2026 insider Form 4 filings or earnings pre-announcements that could confirm or contradict this thesis.
Executive Summary
Three institutional asset managers accumulated $122M in Coca-Cola (KO) during Q3 2026, led by Assenagon's $93.3M increase to a $302.9M position. No tracked sellers were identified, creating a one-sided bullish cluster. The signal is tempered by the 45-day reporting lag and the passive/active mix of the buyers.
Key Financial Metrics
Institutional Positions
Net institutional flow: $122.0M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | ADD | +36.4% | $302.9M | $93.3M |
| Ninety One Uk | DOUBLED | +439.5% | $1.5M | $1.3M |
| Td Waterhouse Canada | ADD | +73.7% | $60.1M | $27.4M |
Key Facts
- 3 institutional buyers added $122.0M in net new value during Q3 2026
- Assenagon Asset Management increased its KO stake by $93.3M (+36.4% shares) to $302.9M
- TD Waterhouse Canada added $27.4M (+73.7% shares) to a $60.1M position
- Ninety One UK more than quintupled its tiny position (+439.5% shares) to $1.5M
- Zero tracked sellers in the cluster
Financial Impact
3 institutions accumulated $122.0M in new KO positions during Q3 2026, with total buyer holdings reaching $364.5M. No institutional selling was detected in the cluster.
Risk Factors
- 13F data reflects quarter-end positions that may have been partially or fully unwound by now
- All three buyers are asset managers (not activist or event-driven funds), reducing the likelihood of a near-term catalyst
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-KO-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 9d ago | Institutional Cluster | $93.43 $93.47 | ▲ +0.04% | ▼ −0.29% | — |
Aug 24, 2026 8w ago | Insider Cluster | $91.99 $91.64 | ▼ −0.38% | ▼ −0.70% | — |
Aug 11, 2026 10w ago | Insider Cluster | $86.48 $86.71 | ▲ +0.27% | ▲ +0.02% | — |
Aug 7, 2026 11w ago | Insider Cluster | $87.05 $86.87 | ▼ −0.21% | ▼ −0.18% | — |
Aug 3, 2026 11w ago | Insider Cluster | $86.86 $86.55 | ▼ −0.36% | ▼ −2.13% | — |
Jul 30, 2026 12w ago | Insider Cluster | $88.49 $87.56 | ▼ −1.06% | ▼ −1.72% | — |
Jul 28, 2026 12w ago | 8-K | $88.27 $89.08 | ▲ +0.92% | ▲ +2.46% | — |
Jul 16, 2026 14w ago | 8-K | $81.56 $82.12 | ▼ −0.69% | ▼ −0.85% | — |
Jun 25, 2026 17w ago | 8-K | $82.63 $82.65 | ▲ +0.02% | ▼ −1.62% | — |
Jun 12, 2026 19w ago | Insider Cluster | $82.62 $80.91 | ▼ −2.07% | ▼ −3.83% | — |
US Market Status
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