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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
GSWM
2951
Golden State Wealth Management
California
$214K +$224K +3,434 New
SAM
2952
Sherman Asset Management
California
$214K +$224K +3,431 New
TCWM
2953
Total Clarity Wealth Management
Illinois
$213K -$131 -2 -0.1%
MCM
2954
Mendel Capital Management
Arkansas
$213K +$1.04K +16 +0.5%
HWM
2955
Hemington Wealth Management
Virginia
$213K +$9.79K +150 +5%
WI
2956
Wedgewood Investors
Pennsylvania
$212K
MWM
2957
Mascagni Wealth Management
Mississippi
$212K +$193K +2,962 New
CG
2958
Cynosure Group
Utah
$212K -$108K -1,650 -33%
BCMLT
2959
Beacon Capital Management LLC (Tennessee)
Tennessee
$212K -$24K -367 -10%
EIA
2960
Eldridge Investment Advisors
New Hampshire
$212K
FWA
2961
Flagship Wealth Advisors
Massachusetts
$212K +$222K +3,400 New
CM
2962
Castleark Management
Illinois
$211K
TF
2963
TLWM Financial
Texas
$211K
BW
2964
BXM Wealth
Colorado
$211K +$221K +3,388 New
WMA
2965
William Mack & Associates
Michigan
$211K +$221K +3,385 New
PFG
2966
Prosperity Financial Group
California
$211K +$30.9K +474 +16%
SPIA
2967
Strategic Point Investment Advisors
Rhode Island
$210K
OP
2968
ORG Partners
Indiana
$210K -$4.37K -67 -2%
DFG
2969
Dupree Financial Group
Kentucky
$210K +$12.1K +186 +6%
CH
2970
Canton Hathaway
Rhode Island
$210K
AFW
2971
Avantra Family Wealth
Pennsylvania
$209K +$219K +3,361 New
RDIA
2972
RE Dickinson Investment Advisors
Iowa
$209K +$1.18K +18 +6%
WCM
2973
WealthBridge Capital Management
Ohio
$208K +$2.42K +37 +1%
OFG
2974
OmniStar Financial Group
North Carolina
$208K -$135K -2,069 -38%
PJSIMP
2975
P.J. Schmidt Investment Management (PJS)
Wisconsin
$207K -$124K -1,895 -36%

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.