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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
AFG
2876
ABLE Financial Group
Arizona
$233K -$10.1K -154 -4%
CWM
2877
Cabot Wealth Management
Massachusetts
$233K
KW
2878
Keyvantage Wealth
Pennsylvania
$233K +$244K +3,742 New
IF
2879
IRON Financial
Illinois
$233K +$1.76K +27 +0.7%
CIG
2880
Cascade Investment Group
Colorado
$233K
I2I
2881
Insight 2811 Inc
Illinois
$232K +$849 +13 +0.3%
CAM
2882
Cobblestone Asset Management
Virginia
$232K
UAML
2883
US Asset Management LLC
Pennsylvania
$232K -$2.81K -43 -1%
AMCA
2884
Arthur M. Cohen & Associates
Illinois
$232K
CIA
2885
Cascade Investment Advisors
Oregon
$232K
CFG
2886
Carr Financial Group
Massachusetts
$231K +$522 +8 +0.2%
DW
2887
Dodds Wealth
Colorado
$231K +$65 +1 +0%
NRW
2888
Nova R Wealth
Kansas
$230K +$1.63K +25 +0.7%
FFC
2889
Frederick Financial Consultants
Maryland
$230K +$241K +3,699 New
XPN
2890
XY Planning Network
Montana
$230K +$241K +3,698 New
SFC
2891
Swisher Financial Concepts
Ohio
$230K -$13.4K -206 -5%
WPC
2892
White Pine Capital
Minnesota
$229K +$326 +5 +0.1%
MWM
2893
Mascoma Wealth Management
New Hampshire
$229K -$36.7K -562 -13%
HCA
2894
Horan Capital Advisors
Ohio
$228K -$94.6K -1,450 -28%
WA
2895
WPG Advisers
Maryland
$228K +$239K +3,666 New
CA
2896
Cumberland Advisors
Florida
$228K
FM
2897
Family Management
New York
$228K +$239K +3,661 New
IA
2898
IAM Advisory
Pennsylvania
$228K -$457 -7 -0.2%
CA
2899
Claris Advisors
Missouri
$228K +$5.74K +88 +2%
MFG
2900
Menard Financial Group
Texas
$227K -$4.24K -65 -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.