We are live on ! Find out more
KO icon

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
HGERS
3026
Householder Group Estate & Retirement Specialist
Arizona
$173K -$403K -6,178 -69%
WFA
3027
Wellspring Financial Advisors
Ohio
$171K +$31.3K +479 +5%
MSG
3028
Main Street Group
Virginia
$171K +$18.8K +288 +12%
PSB
3029
Piscataqua Savings Bank
New Hampshire
$169K
YDMI
3030
Y.D. More Investments
Israel
$169K +$1.31K +20 +0.7%
PK
3031
Pflug Koory
Nebraska
$167K
CFS
3032
CGC Financial Services
Oregon
$166K
ACA
3033
Atlas Capital Advisors
Wyoming
$164K
FDP
3034
Financiere des Professionnels
Quebec, Canada
$162K
PWA
3035
Physician Wealth Advisors
Utah
$160K -$27.6K -423 -14%
FDW
3036
Fourth Dimension Wealth
Ohio
$160K +$168K +2,568 New
IWM
3037
IMG Wealth Management
Florida
$158K +$166K +2,544 New
TCA
3038
Trifecta Capital Advisors
Illinois
$154K +$4.57K +70 +3%
CFS
3039
Compass Financial Services
Iowa
$153K +$161K +2,464 New
SAS
3040
Stelac Advisory Services
New York
$153K
BHWM
3041
Beaird Harris Wealth Management
Texas
$151K +$587 +9 +0.4%
MLA
3042
MB, Levis & Associates
Pennsylvania
$150K
BA
3043
Bellwether Advisors
Nebraska
$150K +$157K +2,409 New
TFGT
3044
TS Financial Group (TSFG)
Illinois
$148K -$66.4K -1,017 -30%
CA
3045
Centerpoint Advisors
Massachusetts
$148K +$653 +10 +0.4%
MIM
3046
Marshall Investment Management
Colorado
$148K +$134K +2,059 New
PP
3047
Pacifica Partners
Canada
$146K -$65 -1 -0%
OC
3048
Oarsman Capital
Wisconsin
$146K -$19.5K -299 -11%
TCG
3049
Transcendent Capital Group
Oklahoma
$145K -$689K -10,558 -82%
RS
3050
R Squared
Hong Kong
$144K +$151K +2,310 New

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.