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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
TWD
3201
True Wealth Design
Ohio
$25K +$3K +46 +13%
TLCM
3202
Twin Lakes Capital Management
California
$24.9K
LC
3203
Luminist Capital
Michigan
$24.9K +$26.1K +400 New
RWML
3204
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$24.8K +$3.92K +60 +18%
BFS
3205
Bare Financial Services
Pennsylvania
$24K
CFG
3206
CKW Financial Group
Hawaii
$23K +$653 +10 +3%
GA
3207
GoalVest Advisory
New York
$22.9K +$196 +3 +0.8%
HCM
3208
Horrell Capital Management
Arkansas
$22K
CWA
3209
Carolina Wealth Advisors
South Carolina
$21.8K -$6.27K -96 -22%
DF
3210
DecisionPoint Financial
Arizona
$21.8K
AS
3211
Altshuler Shaham
Israel
$21.6K +$3.39K +52 +18%
VWA
3212
Valued Wealth Advisors
Utah
$21.2K -$1.57K -24 -7%
RWM
3213
Ruedi Wealth Management
Illinois
$20.9K
EAM
3214
Eukles Asset Management
Ohio
$19.4K
MCA
3215
Midwest Capital Advisors
Michigan
$19.3K +$20.2K +310 New
CCA
3216
Criterion Capital Advisors
Tennessee
$19.1K
BFP
3217
Briaud Financial Planning
Texas
$19K
JAM
3218
JCIC Asset Management
Ontario, Canada
$18.9K
W
3219
WealthCollab
Washington
$18.7K -$10.5K -161 -35%
BWM
3220
Bernard Wealth Management
Michigan
$18.4K +$19.3K +295 New
MHIP
3221
Mountain Hill Investment Partners
New Jersey
$17.7K +$18.5K +284 New
BHWM
3222
Bay Harbor Wealth Management
Maryland
$17.2K +$18.1K +277 New
HC
3223
Hurley Capital
New York
$16.9K +$16.3K +249 New
IA
3224
IFS Advisors
Kansas
$15.4K +$6.53K +100 +68%
1L
3225
10Elms LLP
Oklahoma
$14.9K +$15.7K +240 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.