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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
FCG
3176
Financial Connections Group
California
$40K
MG
3177
MilWealth Group
Wisconsin
$39.8K +$41.8K +640 New
CAM
3178
Creekmur Asset Management
Illinois
$39.1K +$914 +14 +2%
HI
3179
Hoey Investments
Pennsylvania
$38.2K +$11.8K +181 +42%
MMCM
3180
Murphy & Mullick Capital Management
New York
$38K +$39.9K +611 New
MCM
3181
MidAtlantic Capital Management
Virginia
$37.6K
YAL
3182
Your Advocates Ltd
Texas
$37.5K +$261 +4 +0.7%
RWS
3183
Retirement Wealth Solutions
Wisconsin
$37.4K +$40K +613 New
SWP
3184
SIMA Wealth Partners
Virginia
$36.4K
DP
3185
Denver PWM
Colorado
$35.9K -$13.6K -209 -27%
DPW
3186
DiNuzzo Private Wealth
Pennsylvania
$35.9K +$1.04K +16 +3%
AAG
3187
Accordant Advisory Group
Maryland
$35.8K
RFG
3188
REAP Financial Group
Texas
$35.5K +$13.6K +208 +57%
RTL
3189
Red Tortoise LLC
Georgia
$35.4K
KWAG
3190
Kiely Wealth Advisory Group
North Carolina
$34.8K
PCWA
3191
Pacific Capital Wealth Advisors
California
$34K
HWM
3192
Horizons Wealth Management
North Carolina
$32.7K
FFA
3193
Frazier Financial Advisors
Ohio
$32.5K -$1.18K -18 -3%
CWM
3194
Consultiva Wealth Management
Puerto Rico
$32K +$33.6K +514 New
MCM
3195
Mainstream Capital Management
California
$31.3K +$32.8K +503 New
WAM
3196
WFA Asset Management
Wisconsin
$31.3K +$261 +4 +0.8%
LC
3197
Lavaca Capital
Texas
$30.6K +$32.1K +492 New
NMG
3198
New Millennium Group
Utah
$28.1K +$2.35K +36 +9%
CWM
3199
Crowley Wealth Management
Delaware
$27K +$28.3K +434 New
DF
3200
Dunhill Financial
United Kingdom
$27K -$38.4K -589 -58%

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.