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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
NCM
2701
NCM Capital Management
New Jersey
$283K +$26.6K +408 +10%
S
2702
Sachetta
Massachusetts
$283K -$1.5K -23 -0.5%
PWM
2703
PBMares Wealth Management
Virginia
$282K +$8.75K +134 +3%
BEAM
2704
Baker Ellis Asset Management
Washington
$282K
BA
2705
Baugh & Associates
Georgia
$282K
RS
2706
Rakuten Securities
Japan
$281K +$150K +2,292 +103%
EWA
2707
ERTS Wealth Advisors
Michigan
$281K -$71.9K -1,102 -20%
SC
2708
Sepio Capital
Utah
$280K -$8.75K -134 -3%
DWA
2709
Delos Wealth Advisors
Texas
$280K
SI
2710
Stonekeep Investments
New Mexico
$280K
BI
2711
Beckerman Institutional
New Jersey
$280K +$294K +4,505 New
EFG
2712
Ethos Financial Group
Pennsylvania
$280K +$27.7K +424 +11%
PBO
2713
Peoples Bank (Ohio)
Ohio
$280K -$218K -3,336 -43%
WAS
2714
Wealth Advisory Solutions
Indiana
$279K +$293K +4,489 New
BWM
2715
BCGM Wealth Management
Indiana
$279K +$9.33K +143 +3%
RIP
2716
Reliant Investment Partners
North Carolina
$278K +$292K +4,470 New
BOS
2717
Bank of Stockton
California
$278K +$6K +92 +2%
BWM
2718
BlackDiamond Wealth Management
New York
$277K +$33K +505 +13%
FFG
2719
Fortem Financial Group
California
$276K -$1.24K -19 -0.4%
MIFH
2720
Migdal Insurance & Financial Holdings
Israel
$276K -$45.4K -695 -14%
WWP
2721
WR Wealth Planners
Missouri
$275K -$2.61K -40 -0.9%
HVIA
2722
Hudson Valley Investment Advisors
New York
$275K -$26.1K -400 -8%
GWAG
2723
Garrett Wealth Advisory Group
Texas
$275K +$52.7K +808 +22%
AGC
2724
Aspen Grove Capital
Colorado
$274K +$4.83K +74 +2%
PW
2725
PUREfi Wealth
Massachusetts
$274K +$287K +4,403 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.