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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
BDL
2776
Banque de Luxembourg
Luxembourg
$257K +$268K +4,106 New
FPL
2777
Fortress Private Ledger
North Carolina
$257K +$269K +4,122 New
RC
2778
Rovin Capital
Arizona
$256K +$53.5K +819 +25%
PIA
2779
Pinion Investment Advisors
Kansas
$256K -$15.7K -240 -6%
GSWM
2780
Greenup Street Wealth Management
Michigan
$255K +$55.2K +845 +26%
GWCM
2781
Godshalk Welsh Capital Management
Pennsylvania
$255K
CI
2782
Cherokee Insurance
Michigan
$255K +$268K +4,100 New
HG
2783
Harbor Group
New Hampshire
$255K
MQWP
2784
Morey & Quinn Wealth Partners
Nebraska
$255K +$267K +4,090 New
CVM
2785
Cheviot Value Management
California
$254K
SWP
2786
Strategic Wealth Partners
Ohio
$254K -$21K -322 -8%
KSWWM
2787
Keyes Stange & Wooten Wealth Management
Florida
$254K +$3.72K +57 +1%
ATS
2788
Ashton Thomas Securities
New York
$253K -$597K -9,142 -70%
CWM
2789
CarsonAllaria Wealth Management
Illinois
$253K -$16.8K -257 -6%
TC
2790
TFR Capital
Texas
$253K +$265K +4,063 New
SAM
2791
Strategy Asset Managers
California
$253K -$29.6K -454 -10%
R
2792
Rebalance
California
$253K
HCP
2793
Hamilton Capital Partners
Georgia
$252K +$265K +4,053 New
SBF
2794
Sara-Bay Financial
Florida
$252K
SCI
2795
Silver Coast Investments
United States
$252K +$13.6K +208 +5%
BCM
2796
BTC Capital Management
Iowa
$252K -$1.76K -27 -0.7%
AWP
2797
Abacus Wealth Partners
California
$252K +$264K +4,040 New
BIP
2798
Blueprint Investment Partners
North Carolina
$252K -$728K -11,156 -73%
FIBT
2799
First International Bank & Trust
North Dakota
$251K -$8.49K -130 -3%
WA
2800
Wealthstream Advisors
New York
$251K +$7.05K +108 +3%

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.