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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
ACG
2601
Allen Capital Group
Nebraska
$318K -$44.2K -677 -12%
JSAM
2602
J. Safra Asset Management
New York
$318K +$178K +2,725 +113%
TWA
2603
TCI Wealth Advisors
Arizona
$318K +$31.3K +479 +10%
SL
2604
Sentinus LLC
Illinois
$318K -$4.18K -64 -1%
PAA
2605
Peregrine Asset Advisers
Oregon
$318K +$1.89K +29 +0.6%
SL
2606
Sentry LLC
Tennessee
$317K -$97.7K -1,496 -23%
AIA
2607
Arbor Investment Advisors
North Carolina
$316K -$111K -1,700 -25%
DWG
2608
Darden Wealth Group
Michigan
$316K
SWM
2609
Sterling Wealth Management
Illinois
$316K
FHB
2610
First Hawaiian Bank
Hawaii
$316K -$205K -3,141 -38%
HIM
2611
Hanlon Investment Management
New Jersey
$316K +$21.9K +336 +7%
ACM
2612
Ayrshire Capital Management
Connecticut
$315K +$330K +5,060 New
AWS
2613
Arkfeld Wealth Strategies
Nebraska
$315K +$2.42K +37 +0.7%
DI
2614
Disciplined Investors
Texas
$315K +$333K +5,107 New
BF
2615
bLong Financial
Tennessee
$315K +$330K +5,052 New
MAG
2616
MRA Advisory Group
New Jersey
$314K +$7.05K +108 +2%
RCP
2617
Rothschild Capital Partners
New York
$314K +$329K +5,040 New
FA
2618
Fountainhead AM
New Jersey
$312K +$64.6K +990 +25%
CW
2619
Code Waechter
Florida
$311K -$1.18K -18 -0.4%
FSA
2620
Fort Sheridan Advisors
Illinois
$311K +$10.5K +161 +3%
AWC
2621
Adamsbrown Wealth Consultants
Kansas
$311K +$2.09K +32 +0.6%
HPM
2622
Hoxton Planning & Management
West Virginia
$311K -$6K -92 -2%
GPI
2623
General Partner Inc
Pennsylvania
$310K
CCM
2624
Chiron Capital Management
Florida
$310K +$26.2K +402 +9%
Renaissance Technologies
2625
Renaissance Technologies
New York
$310K +$122K +1,873 +60%

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.