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
IIA
2726
Integral Investment Advisors
California
$274K -$13.9K -213 -5%
JWS
2727
Juncture Wealth Strategies
Arizona
$274K -$4.05K -62 -1%
SWP
2728
Summit Wealth Partners
Florida
$273K +$69.1K +1,058 +32%
POIA
2729
Pin Oak Investment Advisors
Texas
$273K
WTB
2730
Washington Trust Bank
Washington
$272K +$285K +4,372 New
BWFA
2731
Baltimore-Washington Financial Advisors
Maryland
$272K -$9.4K -144 -3%
KWA
2732
Kellett Wealth Advisors
Ohio
$271K -$75.7K -1,159 -21%
SCA
2733
Sulzberger Capital Advisors
Florida
$270K +$283K +4,338 New
AWM
2734
Aviso Wealth Management
Washington
$269K +$33.5K +513 +13%
4A
2735
4Wealth Advisors
Illinois
$269K +$283K +4,328 New
PSFG
2736
Park Square Financial Group
Georgia
$269K +$282K +4,326 New
CA
2737
CGN Advisors
Kansas
$269K -$25.9K -397 -8%
CWA
2738
Consilio Wealth Advisors
Washington
$269K +$14.9K +228 +6%
TWM
2739
Tanager Wealth Management
United Kingdom
$269K +$81.9K +1,255 +41%
WG
2740
Watchman Group
Texas
$268K +$131 +2 +0%
EBT
2741
Enterprise Bank & Trust
Massachusetts
$268K +$2.09K +32 +0.7%
AIM
2742
Athena Investment Management
California
$268K
RWI
2743
Red Wave Investments
Pennsylvania
$267K -$96.5K -1,479 -26%
FA
2744
FDx Advisors
Illinois
$267K -$2.94K -45 -1%
CGFA
2745
Colton Groome Financial Advisors
North Carolina
$266K -$21.7K -333 -7%
MF
2746
Magnetar Financial
Illinois
$266K -$4.6M -70,505 -94%
RWM
2747
Revisor Wealth Management
Ohio
$266K -$215K -3,290 -44%
FSG
2748
Financial Strategies Group
Michigan
$266K
BWM
2749
Buska Wealth Management
Wisconsin
$266K -$2.02K -31 -0.7%
MWP
2750
Meridian Wealth Partners
Pennsylvania
$266K +$40.9K +627 +17%

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.