We are live on ! Find out more
KO icon

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
FG
2626
Foster Group
Iowa
$308K -$6.79K -104 -2%
ANC
2627
Ames National Corp
Iowa
$308K +$323K +4,947 New
TIA
2628
Trust Investment Advisors
Indiana
$307K +$1.63K +25 +0.5%
MIA
2629
MMBG Investment Advisors
Florida
$307K
HFA
2630
High Falls Advisors
New York
$307K -$27.2K -417 -8%
FPGK
2631
Financial Partners Group (Kansas)
Kansas
$307K -$47.9K -734 -13%
EMAM
2632
Encompass More Asset Management
California
$307K -$47.6K -729 -13%
GHA
2633
Granite Harbor Advisors
Texas
$306K +$7.83K +120 +3%
DC
2634
DeDora Capital
California
$306K +$392 +6 +0.1%
UL
2635
Unionview LLC
Washington
$306K +$1.31K +20 +0.4%
TFF
2636
The Family Firm
Maryland
$305K +$2.09K +32 +0.7%
FDDB
2637
Fidelity D&D Bancorp
Pennsylvania
$305K -$10.2K -157 -3%
PAM
2638
Parvin Asset Management
South Dakota
$305K +$320K +4,895 New
BF
2639
Brogan Financial
Tennessee
$305K -$78.5K -1,203 -20%
PAM
2640
PCG Asset Management
New Jersey
$304K +$319K +4,890 New
AFG
2641
Albion Financial Group
Utah
$303K +$7.83K +120 +3%
LAM
2642
Lewis Asset Management
California
$303K +$42K +644 +15%
CC
2643
Cultivar Capital
Texas
$303K
BFG
2644
Birch Financial Group
New Hampshire
$303K +$317K +4,861 New
ANB
2645
Amarillo National Bank
Texas
$302K -$17K -260 -5%
OCM
2646
Objective Capital Management
Ohio
$302K -$45.9K -703 -13%
WSWA
2647
Warren Street Wealth Advisors
California
$302K +$3.26K +50 +1%
NME
2648
Notis-McConarty Edward
$301K -$174K -2,668 -36%
KCIC
2649
Kuhn & Co Investment Counsel
Illinois
$301K +$196 +3 +0.1%
E3F
2650
Eight 31 Financial
Texas
$301K -$12.1K -185 -4%

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.