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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
CTB
2651
Country Trust Bank
Illinois
$300K -$16K -245 -5%
DDPIC
2652
Deroy & Devereaux Private Investment Counsel
Michigan
$300K
ABTD
2653
Arvest Bank Trust Division
Oklahoma
$299K -$3.65K -56 -1%
FIM
2654
Fernwood Investment Management
Massachusetts
$299K
TCBWMS
2655
Texas Capital Bank Wealth Management Services
Texas
$298K +$4.05K +62 +1%
WCFA
2656
Walkner Condon Financial Advisors
Wisconsin
$297K +$9.53K +146 +3%
RCIM
2657
Red Cedar Investment Management
Michigan
$297K -$623K -9,548 -67%
CL
2658
CLG LLC
California
$297K +$311K +4,769 New
TWP
2659
Tempus Wealth Planning
California
$297K +$62.5K +958 +25%
WCG
2660
Weaver Consulting Group
California
$296K +$8.49K +130 +3%
MWM
2661
Mindset Wealth Management
Indiana
$296K -$37.2K -570 -11%
WTFG
2662
Wood Tarver Financial Group
Idaho
$295K +$310K +4,749 New
SFO
2663
Stenger Family Office
Illinois
$295K +$309K +4,733 New
AWM
2664
Avaii Wealth Management
Wisconsin
$294K -$21.1K -324 -6%
CSWM
2665
Cassady Schiller Wealth Management
Ohio
$294K +$16.2K +248 +6%
ZIG
2666
Zuckerman Investment Group
Illinois
$294K -$12.8K -196 -4%
IDA
2667
Intelligence Driven Advisers
California
$294K -$2.35K -36 -0.8%
UWS
2668
Unique Wealth Strategies
Illinois
$294K +$5.48K +84 +2%
PCA
2669
Prosperity Capital Advisors
Ohio
$294K +$979 +15 +0.3%
EWS
2670
Eagle Wealth Strategies
New Jersey
$293K +$1.11K +17 +0.4%
PCTC
2671
Perkins Coie Trust Company
Washington
$293K
IHWM
2672
Iron Horse Wealth Management
Iowa
$293K -$2.29K -35 -0.7%
WS
2673
Wela Strategies
Georgia
$292K +$9.6K +147 +3%
WAM
2674
Wallington Asset Management
Indiana
$292K
MFS
2675
Miller Financial Services
Michigan
$291K +$305K +4,677 New

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.