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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
FNWA
2551
Financial Network Wealth Advisors
Utah
$333K -$265K -4,062 -43%
KFG
2552
Kelly Financial Group
Connecticut
$332K +$349K +5,340 New
PWM
2553
Pines Wealth Management
North Carolina
$332K +$355K +5,440 New
KA
2554
Kozak & Associates
Colorado
$332K -$49.2K -754 -12%
TA
2555
TrueWealth Advisors
Alabama
$332K +$10.2K +156 +3%
AC
2556
ASB Consultores
Florida
$331K
PMG
2557
Private Management Group
California
$331K +$45.9K +703 +15%
CPRC
2558
Consolidated Portfolio Review Corp
New York
$331K +$50.6K +775 +17%
CA
2559
Cache Advisors
California
$331K +$347K +5,313 New
ACS
2560
Archford Capital Strategies
Illinois
$331K +$7.18K +110 +2%
ATFA
2561
All Terrain Financial Advisors
Minnesota
$330K
NFC
2562
Northstar Financial Companies
Pennsylvania
$330K +$346K +5,299 New
VC
2563
Vicus Capital
Pennsylvania
$330K -$4.5K -69 -1%
LSWP
2564
Liberty Square Wealth Partners
Pennsylvania
$329K +$312K +4,783 New
MIM
2565
Miller Investment Management
Pennsylvania
$328K -$1.11K -17 -0.3%
LWM
2566
Lyell Wealth Management
California
$328K
WIA
2567
Wetzel Investment Advisors
Indiana
$328K -$7.7K -118 -2%
SP
2568
Saranac Partners
$328K +$344K +5,272 New
WIM
2569
Westside Investment Management
California
$328K +$58K +888 +20%
RDFA
2570
Ritter Daniher Financial Advisory
Ohio
$327K +$26.1K +400 +8%
HA
2571
Huntleigh Advisors
Missouri
$327K +$343K +5,252 New
FUBT
2572
First United Bank & Trust
Maryland
$326K -$63.2K -968 -16%
BFS
2573
Beacon Financial Strategies
North Carolina
$325K
CFO
2574
Colony Family Offices
North Carolina
$325K -$10.4K -160 -3%
BMD
2575
Better Money Decisions
New Mexico
$325K +$65 +1 +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.