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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
B
2751
Bensler
Washington
$265K +$1.83K +28 +0.7%
VNA
2752
Valley National Advisers
Pennsylvania
$265K +$20.2K +310 +8%
LB
2753
Legacy Bridge
Iowa
$265K
RA
2754
Riversedge Advisors
Delaware
$264K -$19.9K -305 -7%
WI
2755
Westbourne Investments
Virginia
$263K +$276K +4,230 New
PPWM
2756
Paragon Private Wealth Management
Kentucky
$263K +$29.9K +458 +12%
TA
2757
TruWealth Advisors
Louisiana
$263K +$4.44K +68 +2%
FI
2758
Financial Insights
Washington
$263K -$26.7K -409 -9%
GA
2759
GSG Advisors
New Jersey
$262K -$587 -9 -0.2%
PCMC
2760
Private Capital Management (Colorado)
Colorado
$262K -$50.3K -771 -15%
BSSFA
2761
Baron Silver Stevens Financial Advisors
Florida
$262K
TPW
2762
Transatlantique Private Wealth
New York
$261K -$148K -2,264 -35%
HFS
2763
Hoge Financial Services
Pennsylvania
$261K +$4.18K +64 +2%
FCM
2764
Family Capital Management
Michigan
$260K +$8.75K +134 +3%
PIM
2765
Pullen Investment Management
Florida
$259K
HFP
2766
Holistic Financial Partners
Indiana
$259K -$28.5K -436 -10%
NCTC
2767
New Covenant Trust Company
Indiana
$258K -$13.2K -202 -5%
ST
2768
Sageworth Trust
Pennsylvania
$258K
BBA
2769
Braun-Bostich & Associates
Pennsylvania
$258K +$7.18K +110 +3%
LTI
2770
Laffer Tengler Investments
Tennessee
$258K -$229K -3,514 -46%
PTCG
2771
Pring Turner Capital Group
California
$258K -$19.9K -305 -7%
ITIM
2772
Indiana Trust & Investment Management
Indiana
$258K
OPOWM
2773
One Plus One Wealth Management
Florida
$257K
BBNA
2774
Bremer Bank National Association
Minnesota
$257K -$21.6K -331 -7%
KWM
2775
KFG Wealth Management
Indiana
$257K -$10.6K -162 -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.