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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
NWAG
2826
Net Worth Advisory Group
Utah
$244K -$37.7K -578 -13%
VPP
2827
Vertex Planning Partners
Illinois
$244K +$35.3K +541 +16%
MWM
2828
MinichMacGregor Wealth Management
New York
$244K +$256K +3,920 New
VFP
2829
Verus Financial Partners
Virginia
$244K
LKBC
2830
L.K. Benson & Company
Maryland
$244K +$255K +3,914 New
DWP
2831
Destiny Wealth Partners
Florida
$243K -$4.83K -74 -2%
VPWA
2832
Vestia Personal Wealth Advisors
Indiana
$243K -$15.2K -233 -6%
FWA
2833
FSM Wealth Advisors
Ohio
$243K -$13.8K -211 -5%
ZAM
2834
Zevin Asset Management
Massachusetts
$243K +$3.59K +55 +1%
WCP
2835
Wealthcare Capital Partners
Pennsylvania
$243K +$255K +3,902 New
FA
2836
Financial Advisors
Massachusetts
$243K +$131 +2 +0.1%
MWM
2837
Manske Wealth Management
Texas
$243K +$255K +3,900 New
EL
2838
EWA LLC
Pennsylvania
$243K -$46.7K -716 -16%
GWAM
2839
Guardian Wealth Advisors (Minnesota)
Minnesota
$243K -$3.13K -48 -1%
MS
2840
Maven Securities
Jersey
$242K +$254K +3,886 New
ME
2841
McIlrath & Eck
Washington
$242K -$6.4K -98 -2%
IA
2842
Intellus Advisors
Florida
$242K +$253K +3,880 New
TWM
2843
TriaGen Wealth Management
California
$241K +$587 +9 +0.2%
CCS
2844
Concentric Capital Strategies
Connecticut
$241K +$253K +3,875 New
CFGSD
2845
Compass Financial Group (South Dakota)
South Dakota
$241K
BWS
2846
Broadway Wealth Solutions
Texas
$241K +$253K +3,872 New
PRTG
2847
Post Resch Tallon Group
New York
$241K +$254K +3,896 New
TKP
2848
Tallon Kerry Patrick
$241K +$254K +3,896 New
CWM
2849
CCG Wealth Management
California
$241K +$16.6K +254 +7%
AWM
2850
Accel Wealth Management
Iowa
$240K -$6.46K -99 -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.