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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
JEST
2976
JTC Employer Solutions Trustee
Jersey
$207K
OSNBOA
2977
Old Second National Bank of Aurora
Illinois
$207K -$19.8K -303 -8%
PWC
2978
PYA Waltman Capital
Tennessee
$207K
MCAI
2979
Members Capital Advisors Inc
Wisconsin
$207K
SPWG
2980
Syntegra Private Wealth Group
Missouri
$206K -$4.76K -73 -2%
B
2981
Birchbrook
Maine
$206K -$4.05K -62 -2%
AWG
2982
Altus Wealth Group
Colorado
$206K +$26.8K +411 +14%
LWA
2983
Lantern Wealth Advisors
New York
$205K +$215K +3,300 New
SW
2984
SMART Wealth
Nebraska
$205K +$1.44K +22 +0.7%
NFG
2985
Northeast Financial Group
Pennsylvania
$205K
IAG
2986
Ipsen Advisor Group
Arkansas
$205K +$215K +3,288 New
NCG
2987
Newport Capital Group
New Jersey
$204K -$3.85K -59 -2%
GFG
2988
Grantvest Financial Group
New Jersey
$204K +$214K +3,279 New
HB
2989
Horizon Bancorp
Indiana
$204K -$27K -413 -11%
WFPG
2990
Waller Financial Planning Group
Ohio
$203K
HCA
2991
Heck Capital Advisors
Wisconsin
$203K -$522 -8 -0.2%
AA
2992
Apriem Advisors
California
$202K +$22.7K +348 +12%
VST
2993
Van Strum & Towne
California
$202K
FCA
2994
FLC Capital Advisors
California
$202K -$26.1K -400 -11%
CMS
2995
Capital Market Strategies
Florida
$202K +$211K +3,240 New
FFA
2996
Fortune Financial Advisors
Kansas
$202K
EAM
2997
Evanson Asset Management
California
$201K -$11.9K -182 -5%
EI
2998
Ellevest Inc
New York
$201K +$196 +3 +0.1%
VWM
2999
Vigilare Wealth Management
Arizona
$201K +$261 +4 +0.1%
HOWA
3000
Heritage Oak Wealth Advisors
Florida
$201K -$21.1K -323 -9%

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.