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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
SCM
2576
Silvant Capital Management
Georgia
$324K
HAM
2577
Hedges Asset Management
Nevada
$324K
IWN
2578
Independent Wealth Network
Iowa
$323K +$7.64K +117 +2%
THL
2579
Tillman Hartley LLC
Colorado
$323K -$5.61K -86 -2%
SDWIA
2580
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$323K +$2.42K +37 +0.7%
WDL
2581
Well Done LLC
Michigan
$323K
APM
2582
Advanced Portfolio Management
New York
$323K +$332K +5,084 New
LIG
2583
Lokken Investment Group
Delaware
$322K -$60K -919 -15%
MWM
2584
Marion Wealth Management
Pennsylvania
$322K +$4.11K +63 +1%
BWM
2585
Blossom Wealth Management
California
$322K +$18.6K +285 +6%
GJIA
2586
Glass Jacobson Investment Advisors
Maryland
$322K -$5.88K -90 -2%
AP
2587
Aspect Partners
Virginia
$322K -$3.39K -52 -1%
TIP
2588
Tandem Investment Partners
New Jersey
$321K +$336K +5,154 New
WRPWM
2589
Werba Rubin Papier Wealth Management
California
$321K -$11.9K -183 -3%
GAA
2590
Guardian Asset Advisors
Pennsylvania
$321K -$1.89K -29 -0.6%
VFM
2591
Vision Financial Markets
Connecticut
$321K +$336K +5,150 New
BCM
2592
Buckhead Capital Management
Georgia
$321K
AG
2593
AmeriFlex Group
Nevada
$321K +$330K +5,050 New
TSWM
2594
Tyler-Stone Wealth Management
Ohio
$320K +$19.5K +298 +6%
CCA
2595
Corps Capital Advisors
Texas
$320K +$335K +5,134 New
IAG
2596
Investmark Advisory Group
Connecticut
$319K +$2.15K +33 +0.6%
WP
2597
WealthPLAN Partners
Nebraska
$319K -$46.1K -707 -12%
JF
2598
Joule Financial
Kentucky
$319K +$2.02K +31 +0.6%
BMWM
2599
Brown Miller Wealth Management
Virginia
$319K +$135K +2,071 +68%
AWA
2600
Acorn Wealth Advisors
Michigan
$318K -$3.85K -59 -1%

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.