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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
AIM
2851
Advyzon Investment Management
Illinois
$240K +$251K +3,849 New
TFA
2852
Trinity Financial Advisors
Ohio
$240K +$522 +8 +0.2%
LCM
2853
Liberty Capital Management
Michigan
$240K -$16.8K -257 -6%
PCM
2854
Princeton Capital Management
New Jersey
$240K +$6.53K +100 +3%
PHWM
2855
Pine Harbor Wealth Management
Maryland
$239K +$3.07K +47 +1%
MWP
2856
Meriwether Wealth & Planning
Louisiana
$239K +$251K +3,840 New
PFM
2857
Phillips Financial Management
Indiana
$239K +$5.42K +83 +2%
BL
2858
BFSG LLC
California
$239K -$40.9K -627 -14%
MLFP
2859
MPS Loria Financial Planners
Illinois
$239K +$3.33K +51 +1%
NCM
2860
Northside Capital Management
Oregon
$239K
AIP
2861
Arrowpoint Investment Partners
Singapore
$239K +$250K +3,834 New
LT
2862
Legacy Trust
Michigan
$239K -$37.3K -571 -13%
SWM
2863
Shakespeare Wealth Management
Wisconsin
$238K +$1.5K +23 +0.6%
TAM
2864
Tucker Asset Management
Colorado
$237K -$67.7K -1,037 -21%
G
2865
GenTrust
Florida
$237K +$12.9K +197 +5%
LPFG
2866
Landing Point Financial Group
Ohio
$237K +$225K +3,443 New
IA
2867
Insight Advisors
Pennsylvania
$236K +$3K +46 +1%
FSC
2868
Full Sail Capital
Oklahoma
$235K
RFN
2869
Redwood Financial Network
Ohio
$235K -$27.6K -423 -10%
CAL
2870
Capital Advisors Ltd
Ohio
$235K +$5.16K +79 +2%
BMC
2871
Benin Management Corp
Connecticut
$235K
SFG
2872
Socha Financial Group
New York
$235K +$196 +3 +0.1%
SWP
2873
Significant Wealth Partners
Illinois
$235K +$246K +3,769 New
MWM
2874
Maripau Wealth Management
Indiana
$234K +$245K +3,757 New
WH
2875
Willner & Heller
California
$234K +$3.13K +48 +1%

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.