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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
2476
Marex Group
$364K -$209K -3,206 -35%
PGWM
2477
Parisi Gray Wealth Management
New Jersey
$364K +$131 +2 +0%
BFA
2478
Bill Few Associates
Pennsylvania
$363K -$4.31K -66 -1%
LWM
2479
Lakeridge Wealth Management
Ohio
$362K +$3.39K +52 +0.9%
KWM
2480
Keebeck Wealth Management
Illinois
$362K +$14.6K +224 +4%
BTIM
2481
BancFirst Trust & Investment Management
Oklahoma
$362K +$3.26K +50 +0.9%
TCM
2482
Traynor Capital Management
Pennsylvania
$361K +$38.7K +593 +11%
SIA
2483
SGL Investment Advisors
Montana
$360K +$56.5K +865 +20%
HP
2484
Holistic Planning
Texas
$360K +$4.96K +76 +1%
SFS
2485
Security Financial Services
Indiana
$360K +$16.2K +248 +4%
CYG
2486
Clean Yield Group
Vermont
$360K -$1.83K -28 -0.5%
W
2487
Wealthquest
Ohio
$359K +$2.15K +33 +0.6%
BPW
2488
Bingham Private Wealth
California
$359K +$377K +5,772 New
FA
2489
Fiducient Advisors
Illinois
$359K +$2.22K +34 +0.6%
PPC
2490
Pennington Partners & Co
Maryland
$359K +$376K +5,765 New
BA
2491
Brightwater Advisory
Florida
$359K +$65 +1 +0%
NNPTE
2492
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$358K -$6.27M -96,038 -94%
DAM
2493
Doheny Asset Management
California
$358K
MWS
2494
MFA Wealth Services
California
$357K +$375K +5,741 New
OBWG
2495
Onyx Bridge Wealth Group
New York
$357K -$16.8K -258 -4%
TWM
2496
Tradition Wealth Management
Minnesota
$357K +$10.9K +167 +3%
GTAM
2497
Global Trust Asset Management
Florida
$357K
RFA
2498
Rollins Financial Advisors
New York
$356K -$105K -1,615 -22%
MHR
2499
Matthew Hamilton Rosenberg
$355K +$8.94K +137 +2%
1WM
2500
1900 Wealth Management
Texas
$355K +$131 +2 +0%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.