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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
RW
2501
Rede Wealth
Virginia
$355K +$19.6K +300 +6%
FAG
2502
Fortitude Advisory Group
Washington
$355K -$89.9K -1,377 -19%
BAM
2503
BOCHK Asset Management
Hong Kong
$355K +$372K +5,700 New
MWM
2504
Merriman Wealth Management
Washington
$355K +$40.6K +622 +12%
KIG
2505
Kessler Investment Group
Indiana
$355K -$8.94K -137 -2%
JWM
2506
JFG Wealth Management
Colorado
$354K +$7.96K +122 +2%
PFA
2507
Pure Financial Advisors
California
$353K -$267K -4,092 -42%
WAM
2508
Walker Asset Management
Missouri
$351K +$2.15K +33 +0.6%
RWM
2509
Riverbend Wealth Management
South Carolina
$351K +$367K +5,620 New
ACM
2510
Adalta Capital Management
New York
$350K
PWMAI
2511
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$350K +$4.57K +70 +1%
RFP
2512
Root Financial Partners
California
$350K +$58.9K +902 +19%
SWC
2513
Spectrum Wealth Counsel
Indiana
$350K
VAM
2514
Verity Asset Management
North Carolina
$350K -$695K -10,649 -55%
SW
2515
Simplicity Wealth
New Jersey
$349K -$2.08M -31,887 -85%
VCM
2516
Viewpoint Capital Management
Washington
$349K +$326 +5 +0.1%
SA
2517
SAM Advisors
California
$349K
ACM
2518
Accent Capital Management
Ohio
$348K
WDC
2519
Woodward Diversified Capital
California
$347K -$349K -5,345 -49%
BFS
2520
Burkett Financial Services
South Carolina
$347K +$14.4K +221 +4%
ACP
2521
Argyle Capital Partners
California
$347K +$364K +5,570 New
JGUA
2522
John G. Ullman & Associates
New York
$347K -$11.3K -173 -3%
CA
2523
Crumly & Associates
Illinois
$346K -$21.5K -329 -6%
BHPW
2524
Beverly Hills Private Wealth
California
$345K +$15K +230 +4%
KOMWMG
2525
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$344K +$783 +12 +0.2%

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.