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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
CIM
3001
Corbyn Investment Management
Maryland
$201K -$2.02K -31 -1%
CGIM
3002
Capital Group Investment Management
Singapore
$201K +$211K +3,232 New
IPA
3003
Investment Planning Advisors
Georgia
$201K +$457 +7 +0.2%
CFSG
3004
Community Financial Services Group
Vermont
$200K -$62.3K -954 -23%
CST
3005
Charles Schwab Trust
Nevada
$200K +$210K +3,216 New
SMF
3006
Sterling Manor Financial
New York
$200K
HIIFS
3007
Harel Insurance Investments & Financial Services
Israel
$200K -$186K -2,857 -47%
CB
3008
Centennial Bank
Arkansas
$197K
C
3009
Covestor
United Kingdom
$197K -$26K -399 -11%
LFASL
3010
Lugano Financial Advisors SA (LFA)
Switzerland
$193K +$19.6K +300 +11%
BAM
3011
Bellevue Asset Management
Washington
$193K +$1.18K +18 +0.6%
KBFS
3012
Kohmann Bosshard Financial Services
Ohio
$192K
APW
3013
Acima Private Wealth
Virginia
$190K
TIM
3014
Tortoise Investment Management
New York
$188K +$14.2K +218 +8%
CSPIA
3015
Cary Street Partners Investment Advisory
Virginia
$187K -$7.67M -117,509 -98%
FFO
3016
Fortitude Family Office
Arizona
$185K -$1.24K -19 -0.6%
YP
3017
YANKCOM Partnership
South Dakota
$185K +$194K +2,975 New
AT
3018
Avalon Trust
New Mexico
$182K -$120K -1,833 -39%
SIC
3019
SJS Investment Consulting
Ohio
$180K -$12.4K -190 -6%
SC
3020
Stephens Consulting
Michigan
$178K +$20.1K +308 +12%
IRAG
3021
Investment Research & Advisory Group
Georgia
$177K
BIA
3022
Bell Investment Advisors
California
$176K +$17K +260 +10%
SWM
3023
Sanctuary Wealth Management
Idaho
$174K
SPF
3024
South Plains Financial
Texas
$173K +$182K +2,783 New
BC
3025
Barrett & Company
Rhode Island
$173K +$65 +1 +0%

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.