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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
PA
501
Pinnacle Associates
New York
$11.8M +$134K +2,060 +1%
Westfield Capital Management
502
Westfield Capital Management
Massachusetts
$11.7M -$430K -6,588 -3%
CTA
503
Colonial Trust Advisors
South Carolina
$11.6M -$271K -4,155 -2%
KA
504
Kintegral Advisory
New York
$11.6M -$565K -8,657 -4%
MWM
505
Modera Wealth Management
New Jersey
$11.5M -$20.7K -317 -0.2%
USCWA
506
U.S. Capital Wealth Advisors
Texas
$11.5M +$620K +9,492 +5%
NMERB
507
New Mexico Educational Retirement Board
New Mexico
$11.5M -$307K -4,700 -2%
EOJOAM
508
E. Ohman J:or Asset Management
Sweden
$11.5M +$1.24M +19,040 +12%
CA
509
CapWealth Advisors
Tennessee
$11.4M -$111K -1,698 -0.9%
FCBT
510
First Citizens Bank & Trust
North Carolina
$11.4M -$197K -3,017 -2%
BFIM
511
Beese Fulmer Investment Management
Ohio
$11.3M -$442K -6,773 -4%
KCM
512
Kanawha Capital Management
Virginia
$11.3M -$28.3K -434 -0.2%
BFS
513
Bard Financial Services
Connecticut
$11.3M -$106K -1,625 -0.9%
FFIC
514
First Fiduciary Investment Counsel
Ohio
$11.2M +$505K +7,736 +4%
HR
515
Howe & Rusling
New York
$11.2M +$182K +2,793 +2%
GIP
516
Greatmark Investment Partners
Georgia
$11.2M +$899K +13,768 +8%
PG
517
Patten Group
Tennessee
$11.2M -$105K -1,602 -0.9%
LCOV
518
London Company of Virginia
Virginia
$11.1M -$6.98K -107 -0.1%
WDA
519
Wendell David Associates
New Hampshire
$11.1M -$52.9K -810 -0.5%
MHIC
520
Marble Harbor Investment Counsel
Massachusetts
$11M +$44.4K +680 +0.4%
GJCM
521
Grand Jean Capital Management
California
$11M -$74.2K -1,137 -0.6%
SAM
522
Socorro Asset Management
Texas
$10.9M +$2.12M +32,526 +23%
CA
523
Clearstead Advisors
Ohio
$10.9M -$304K -4,652 -3%
GT
524
Greenleaf Trust
Michigan
$10.8M -$126K -1,934 -1%
IAM
525
Infusive Asset Management
New York
$10.8M +$5.86M +89,770 +108%

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.