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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
SIM
3126
Studio Investment Management
Illinois
$74.2K -$1.24K -19 -2%
WI
3127
Wintrust Investments
Illinois
$74K -$15.7K -241 -17%
WFA
3128
West Financial Advisors
Iowa
$73.4K +$69.5K +1,065 +934%
RWM
3129
Rialto Wealth Management
New York
$73.2K +$76.8K +1,176 New
VWWMG
3130
Vermillion & White Wealth Management Group
Pennsylvania
$72.9K +$196 +3 +0.3%
TCM
3131
Tradewinds Capital Management
Washington
$71.7K +$979 +15 +1%
GWSA
3132
Global Wealth Strategies & Associates
Colorado
$71.1K
Q1WB
3133
Quest 10 Wealth Builders
Virginia
$71K +$74.4K +1,140 New
HCM
3134
Hollencrest Capital Management
California
$69.9K -$5.16K -79 -7%
ACA
3135
American Capital Advisory
Idaho
$68.3K +$65 +1 +0.1%
CAM
3136
Chesapeake Asset Management
New York
$68K +$457 +7 +0.6%
FA
3137
Fedenia Advisers
Wisconsin
$67.6K +$70.8K +1,085 New
WPWM
3138
Western Pacific Wealth Management
Illinois
$67.3K +$5.55K +85 +9%
HIW
3139
Holos Integrated Wealth
Pennsylvania
$64.9K +$68K +1,042 New
FFA
3140
Fairfield Financial Advisors
Massachusetts
$63.5K
RBC
3141
Roble Belko & Company
Pennsylvania
$63K +$65.3K +1,000 +10,000%
MCA
3142
Maryland Capital Advisors
Maryland
$62.3K
RL
3143
Rogco LP
Oklahoma
$62.3K
FW
3144
Fairway Wealth
Ohio
$62.3K +$65.3K +1,000 New
TLA
3145
Tanglewood Legacy Advisors
Texas
$61.9K
BBPWM
3146
Blue Bell Private Wealth Management
Pennsylvania
$61.4K +$5.16K +79 +9%
KSB
3147
Kennebec Savings Bank
Maine
$61.2K -$26K -398 -29%
VIS
3148
Vega Investment Solutions
France
$60.4K +$63.3K +970 New
MSWM
3149
Mowery & Schoenfeld Wealth Management
Illinois
$59.5K +$24.9K +382 +67%
SO
3150
Sierra Ocean
California
$59.4K +$62.3K +954 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.