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
CA
3076
Crewe Advisors
Utah
$111K -$51.6K -791 -31%
FPF
3077
First Pacific Financial
Washington
$108K
RTC
3078
Riverview Trust Company
Washington
$107K -$1.11K -17 -1%
ATC
3079
Advantage Trust Company
Kansas
$107K
AWM
3080
Ameliora Wealth Management
Switzerland
$107K +$112K +1,720 New
PIS
3081
POM Investment Strategies
North Carolina
$106K -$7.96K -122 -7%
SIM
3082
Synergy Investment Management
Florida
$106K +$111K +1,708 New
OBWP
3083
O'Brien Wealth Partners
Massachusetts
$106K -$3.98K -61 -3%
TCM
3084
TruNorth Capital Management
Michigan
$103K
FLP
3085
Financial Life Planners
Arizona
$103K +$108K +1,651 New
AW
3086
Avion Wealth
Texas
$101K +$11.3K +173 +12%
CJL
3087
Cyrus J. Lawrence
New York
$101K +$16K +245 +18%
LD
3088
Lipe & Dalton
New York
$100K -$13.1K -200 -11%
RFA
3089
Reyes Financial Architecture
California
$99.6K +$104K +1,600 New
OCM
3090
Orion Capital Management
California
$99.1K +$104K +1,592 New
VAG
3091
VisionPoint Advisory Group
Texas
$96.8K
WA
3092
Whipplewood Advisors
Colorado
$96.7K +$101K +1,553 New
RCM
3093
Richardson Capital Management
Wisconsin
$96.5K +$58.7K +900 +138%
MAS
3094
MPWM Advisory Solutions
Georgia
$96.3K +$101K +1,547 New
OA
3095
Operose Advisors
Wisconsin
$94.8K -$88.1K -1,350 -47%
CT
3096
Coastline Trust
Rhode Island
$94.7K -$132K -2,020 -57%
DMIC
3097
Dixon Mitchell Investment Counsel
British Columbia, Canada
$94.7K
SGC
3098
Slocum, Gordon & Co
Rhode Island
$93.4K
LFA
3099
LGT Financial Advisors
Texas
$93.4K +$97.9K +1,500 New
OIA
3100
Optimum Investment Advisors
Illinois
$93.3K

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.