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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
KAS
301
Kestra Advisory Services
Texas
$32.8M -$17.2M -263,763 -33%
AF
302
Allworth Financial
California
$32.5M +$4.4M +67,342 +15%
FMI
303
F/M Investments
District of Columbia
$32.4M +$393K +6,025 +1%
NYLIM
304
New York Life Investment Management
New York
$32.4M +$182K +2,787 +0.5%
CBUSF
305
Construction & Building Unions Superannuation Fund
Australia
$32.3M -$25.1M -383,957 -43%
HWM
306
HB Wealth Management
Georgia
$32.1M +$797K +12,214 +2%
SAM
307
Synergy Asset Management
Washington
$31.6M +$33M +505,540 +9,503%
GI
308
Gradient Investments
Minnesota
$31.5M +$3.18M +48,664 +11%
OIAM
309
OFI Invest Asset Management
France
$31.4M +$34.1M +521,837 New
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$31.3M +$4.44M +67,944 +16%
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.2M +$4.65M +71,256 +17%
CIA
312
Capital Investment Advisors
Georgia
$31.1M +$262K +4,017 +0.8%
MGCM
313
Mane Global Capital Management
New York
$30.8M +$32.3M +495,000 New
MA
314
Montag & Associates
Georgia
$30.5M -$885K -13,563 -3%
GKIM
315
GW&K Investment Management
Massachusetts
$30.5M -$745K -11,415 -2%
CB
316
Commerce Bank
Missouri
$30.3M +$90.7K +1,389 +0.3%
CS
317
Candriam SCA
Luxembourg
$30.2M +$416K +6,380 +1%
TIAA Trust, National Association
318
TIAA Trust, National Association
North Carolina
$30.1M +$647K +9,909 +2%
LIP
319
Lighthouse Investment Partners
Florida
$29.6M +$26.3M +402,595 +553%
NP
320
NS Partners
United Kingdom
$29.2M -$994K -15,234 -3%
PA
321
PFW Advisors
Georgia
$29M +$30.4M +465,839 New
PNC
322
Park National Corp
Ohio
$29M +$4.41M +67,604 +17%
MOACM
323
Mutual of America Capital Management
New York
$28.9M -$862K -13,205 -3%
NPA
324
Nichols & Pratt Advisers
Massachusetts
$28.7M -$607K -9,292 -2%
LOIM
325
Liberty One Investment Management
Illinois
$28.5M +$857K +13,122 +3%

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.