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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
SCM
2801
SOL Capital Management
Maryland
$251K
PWM
2802
Palumbo Wealth Management
New York
$251K -$2.49M -38,112 -90%
TF
2803
Threadgill Financial
Texas
$250K -$28.9K -443 -10%
RWM
2804
Reston Wealth Management
Virginia
$250K -$4.57K -70 -2%
CC
2805
Climber Capital
Switzerland
$250K +$262K +4,015 New
PWM
2806
Partnership Wealth Management
Maryland
$249K -$13.1K -200 -5%
MA
2807
McBroom & Associates
Nevada
$249K
MJP
2808
Michael J. Puzo
$249K
SA
2809
SL Advisors
New Jersey
$249K -$14.1K -216 -5%
6F
2810
626 Financial
Michigan
$249K +$4.7K +72 +2%
AA
2811
Aufman Associates
Pennsylvania
$249K -$19.5K -299 -7%
PFP
2812
Paragon Financial Partners
California
$248K -$14.2K -217 -5%
FFA
2813
Fi3 Financial Advisors
Indiana
$248K -$66K -1,011 -20%
VWM
2814
VanWeelden Wealth Management
Ohio
$248K +$260K +3,983 New
MPW
2815
Monterey Private Wealth
California
$248K +$41.1K +629 +19%
GAM
2816
Gemmer Asset Management
California
$247K +$3.59K +55 +1%
TFIPS
2817
Towarzystwo Funduszy Inwestycyjnych PZU SA
$247K +$35.9K +550 +16%
CFGA
2818
Cambridge Financial Group (Arizona)
Arizona
$247K +$259K +3,968 New
BMCM
2819
Burns Matteson Capital Management
New York
$247K -$4.9K -75 -2%
CSA
2820
Cottage Street Advisors
Massachusetts
$246K -$9.27K -142 -3%
SC
2821
Solstein Capital
California
$246K
SMA
2822
Seven Mile Advisory
New Jersey
$245K -$85.6K -1,311 -25%
MA
2823
MKT Advisors
California
$245K -$15K -230 -6%
CFP
2824
Curran Financial Partners
South Carolina
$245K +$587 +9 +0.2%
SEP
2825
Southland Equity Partners
Missouri
$245K +$3.92K +60 +2%

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.