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
JFG
3226
JDM Financial Group
Texas
$13.6K -$3.26K -50 -19%
SRCM
3227
Signature Resources Capital Management
California
$12.6K
SC
3228
Swan Capital
Florida
$12.5K
SR
3229
Syntax Research
Florida
$12.5K
NWM
3230
Nova Wealth Management
Florida
$12.5K +$13.1K +200 New
GPFA
3231
Game Plan Financial Advisors
Ohio
$12.4K -$11.4K -175 -47%
HFM
3232
Harvest Fund Management
China
$12K -$667K -10,218 -98%
BCWM
3233
Ball & Co Wealth Management
Tennessee
$12K +$13.5K +207 New
RI
3234
Ridgewood Investments
New Jersey
$12K
GIM
3235
Gold Investment Management
Alberta, Canada
$11.3K
SC
3236
Steph & Co
Wisconsin
$11.3K -$5.09K -78 -30%
OAJ
3237
Ogorek Anthony Joseph
New York
$11K +$4.24K +65 +51%
NC
3238
NewSquare Capital
Pennsylvania
$10.8K +$11.4K +174 New
GIS
3239
Grayhawk Investment Strategies
Alberta, Canada
$9.59K
EWP
3240
Elevation Wealth Partners
California
$9.43K
HHGA
3241
Halbert Hargrove Global Advisors
California
$9.16K +$9.6K +147 New
CFP
3242
Comprehensive Financial Planning
Pennsylvania
$9.15K +$9.6K +147 New
CAWM
3243
Capital A Wealth Management
Pennsylvania
$9.06K +$9.53K +146 New
NOI
3244
Newton One Investments
Delaware
$8.27K +$8.68K +133 New
LIS
3245
Legacy Investment Solutions
Idaho
$7.66K -$12.7K -195 -62%
LWMI
3246
Legacy Wealth Management (Idaho)
Idaho
$7.66K -$12.7K -195 -62%
BCC
3247
Biglari Capital Corp
Texas
$7.47K
AIP
3248
Alexis Investment Partners
Texas
$7.47K +$7.83K +120 New
PWA
3249
Principia Wealth Advisory
Texas
$6.97K +$7.31K +112 New
GK
3250
Graney & King
New York
$6.54K +$6.85K +105 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.