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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
AAM
2676
Augustine Asset Management
Florida
$291K -$2.87K -44 -0.9%
HWA
2677
HMV Wealth Advisors
Louisiana
$291K +$305K +4,674 New
A
2678
AlphaQuest
New York
$289K -$3.67M -56,153 -92%
CVA
2679
Central Valley Advisors
California
$288K +$653 +10 +0.2%
AWM
2680
Ariadne Wealth Management
California
$288K -$2.61K -40 -0.9%
HNB
2681
Hilltop National Bank
Wyoming
$288K -$196 -3 -0.1%
PMFA
2682
Plante Moran Financial Advisors
Michigan
$288K -$10.2K -157 -3%
DCM
2683
DGS Capital Management
New Jersey
$287K -$15.6K -239 -5%
HRC
2684
Hoertkorn Richard Charles
$287K -$22.8K -350 -7%
DWAM
2685
Duncan Williams Asset Management
Tennessee
$286K -$8.49K -130 -3%
TSWM
2686
Triangle Securities Wealth Management
North Carolina
$286K -$13.4K -205 -4%
TRIA
2687
Trail Ridge Investment Advisors
Colorado
$286K +$1.31K +20 +0.4%
MAM
2688
McLean Asset Management
Virginia
$285K +$66.6K +1,020 +29%
TFM
2689
TFC Financial Management
Massachusetts
$285K +$457 +7 +0.2%
WAG
2690
Winthrop Advisory Group
Massachusetts
$285K -$11.3K -173 -4%
MW
2691
MBL Wealth
North Carolina
$285K -$326 -5 -0.1%
HCP
2692
Holt Capital Partners
Texas
$285K
QFA
2693
Quantum Financial Advisors
California
$285K -$131K -2,000 -30%
CPCP
2694
Cedar Point Capital Partners
Iowa
$285K
PFA
2695
Pathway Financial Advisors
Vermont
$285K +$4.31K +66 +1%
NCM
2696
Northwest Capital Management
Oregon
$284K -$4.05K -62 -1%
KAS
2697
KPP Advisory Services
Kentucky
$284K +$41K +628 +16%
KHCM
2698
Kirtland Hills Capital Management
Ohio
$284K +$25.1K +384 +9%
SWM
2699
Salvus Wealth Management
New Jersey
$283K +$5.22K +80 +2%
VWMG
2700
Virginia Wealth Management Group
Virginia
$283K

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.