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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
RCA
3251
Runnymede Capital Advisors
Ohio
$6.47K +$6.79K +104 New
RJA
3252
Ross\Johnson & Associates
Minnesota
$6.41K +$6.72K +103 New
SAS
3253
Spurstone Advisory Services
Connecticut
$6.41K +$6.72K +103 New
PS
3254
PayPay Securities
Japan
$6.35K +$718 +11 +12%
BMC
3255
Bear Mountain Capital
Washington
$6.28K
CMA
3256
Cedar Mountain Advisors
Oregon
$6.25K +$65 +1 +1%
HEIP
3257
Hudson Edge Investment Partners
New Jersey
$6.23K
MWA
3258
Miller Wealth Advisors
Colorado
$6.23K
SC
3259
Stance Capital
Massachusetts
$6.23K +$6.53K +100 New
MS
3260
Mizuho Securities
Japan
$6.2K -$80.3K -1,230 -92%
FIA
3261
FPC Investment Advisory
California
$6.09K +$6.27K +96 New
MWA
3262
Moser Wealth Advisors
Washington
$5.67K
PWM
3263
Parkworth Wealth Management
California
$5.56K +$5.81K +89 New
WW
3264
Winnow Wealth
Texas
$5.45K +$5.74K +88 New
OCM
3265
Osterweis Capital Management
California
$5.23K -$5.48K -84 -50%
SFCL
3266
Strengthening Families & Communities LLC
Massachusetts
$5K -$2.29M -35,127 -100%
WCM
3267
WealthTrak Capital Management
Virginia
$4.98K +$5.22K +80 New
HFS
3268
Horizon Financial Services
North Carolina
$4.44K +$3.26K +50 +238%
ACM
3269
Anfield Capital Management
California
$4.17K -$8.16K -125 -65%
FWM
3270
FLP Wealth Management
Arkansas
$3.63K +$3.79K +58 New
NS
3271
NBC Securities
Alabama
$2.89K -$3.06M -46,921 -100%
WA
3272
WestEnd Advisors
North Carolina
$2.86K +$196 +3 +7%
GFL
3273
Granite FO LLC
New Hampshire
$2.74K
TVWM
3274
Tower View Wealth Management
Wisconsin
$2.51K
CW
3275
Curio Wealth
Maryland
$2.43K +$2.55K +39 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.