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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
FC
2901
FCA Corp
Texas
$227K -$10.3K -158 -4%
PWP
2902
Phillips Wealth Planners
Mississippi
$227K +$20.6K +315 +9%
CGH
2903
CMG Global Holdings
Texas
$227K -$979 -15 -0.4%
CIP
2904
Capital Insight Partners
Arizona
$227K -$11.8K -180 -5%
PWP
2905
Perfromance Wealth Partners
Illinois
$227K +$238K +3,639 New
SWM
2906
Scissortail Wealth Management
Oklahoma
$226K +$236K +3,614 +20,078%
PP
2907
PFS Partners
New Jersey
$226K +$65 +1 +0%
SIG
2908
Sargent Investment Group
Maryland
$226K +$15.9K +243 +7%
WTFG
2909
Wells Trecaso Financial Group
Ohio
$225K +$10.7K +164 +5%
WF
2910
Warner Financial
Maryland
$225K +$236K +3,613 New
IA
2911
IFG Advisors
Missouri
$224K -$404K -6,190 -63%
EGA
2912
E&G Advisors
Texas
$224K
MCM
2913
M1 Capital Management
Michigan
$223K +$234K +3,587 New
NI
2914
NCP Inc
California
$222K
TFA
2915
Tobias Financial Advisors
Florida
$222K +$233K +3,564 New
DI
2916
Disciplined Investments
Oklahoma
$222K +$1.04K +16 +0.5%
WA
2917
Wambolt & Associates
Colorado
$221K -$80.4K -1,231 -26%
MSR
2918
Main Street Research
Connecticut
$221K +$4.37K +67 +2%
CWC
2919
Carolinas Wealth Consulting
North Carolina
$221K +$196 +3 +0.1%
KWS
2920
Keystone Wealth Services
California
$220K -$27K -414 -10%
TBWA
2921
Three Bridge Wealth Advisors
California
$220K -$5.81K -89 -2%
BIM
2922
Breakwater Investment Management
Washington
$220K
HWM
2923
Horizon Wealth Management
Illinois
$220K +$2.55K +39 +1%
GWM
2924
Greenwich Wealth Management
Connecticut
$220K -$14.4K -220 -6%
DG
2925
DMC Group
Alabama
$220K -$44.2K -677 -16%

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.