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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
GGI
376
Godsey & Gibb Inc
Virginia
$20.9M -$19.9K -305 -0.1%
SFM
377
Stack Financial Management
Montana
$20.9M -$43.4K -665 -0.2%
JFG
378
Jefferies Financial Group
New York
$20.7M +$19.1M +292,200 +716%
OPERF
379
Oregon Public Employees Retirement Fund
Oregon
$20.7M +$17.6K +270 +0.1%
SC
380
SouthState Corp
Florida
$20.7M -$464K -7,106 -2%
SSWM
381
Sheets Smith Wealth Management
North Carolina
$20.6M +$6.66K +102 +0%
DADC
382
D.A. Davidson & Co
Montana
$20.4M +$1.96M +30,056 +10%
SAA
383
Southeast Asset Advisors
Georgia
$20.2M -$1.16M -17,746 -5%
CA
384
Cornerstone Advisors
North Carolina
$20.2M +$117K +1,800 +0.6%
BFS
385
Bradley Foster & Sargent
Connecticut
$20.1M -$416K -6,372 -2%
Wealthfront Advisers
386
Wealthfront Advisers
California
$20M +$3.89M +59,540 +23%
BPWM
387
Badgley Phelps Wealth Managers
Washington
$20M +$120K +1,844 +0.6%
GIBU
388
Gulf International Bank (UK)
United Kingdom
$19.9M -$218K -3,342 -1%
GI
389
GAMCO Investors
Connecticut
$19.8M -$510K -7,814 -2%
SC
390
Sapient Capital
Indiana
$19.7M +$120K +1,846 +0.6%
SS
391
SBI Securities
Japan
$19.7M +$20.7M +316,491 New
Envestnet Portfolio Solutions
392
Envestnet Portfolio Solutions
Illinois
$19.3M +$373K +5,718 +2%
GAM
393
Groupama Asset Management
France
$19.3M -$25.8M -395,715 -56%
PD
394
Point72 (DIFC)
United Arab Emirates
$19.3M +$20.2M +309,507 New
BSA
395
Braun Stacey Associates
New York
$19.2M -$322K -4,940 -2%
NMIFOAC
396
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$19.2M
FCI
397
Financial Counselors Inc
Kansas
$19.2M +$137K +2,099 +0.7%
GF
398
Gabelli Funds
New York
$19M -$1.89M -28,925 -9%
CS
399
Cannell & Spears
New York
$18.8M -$309K -4,728 -2%
WF
400
Welch & Forbes
Massachusetts
$18.7M -$94.9K -1,454 -0.5%

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.