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
SWP
601
Stratos Wealth Partners
Ohio
$8.26M -$57.7K -884 -0.7%
JPWM
602
Jamison Private Wealth Management
Georgia
$8.2M -$745K -11,419 -8%
PAM
603
Panagora Asset Management
Massachusetts
$8.14M -$154M -2,354,957 -95%
EA
604
Enclave Advisors
Texas
$8.13M -$979 -15 -0%
SFI
605
Siemens Fonds Invest
Germany
$8.08M +$579K +8,876 +7%
CICI
606
Capital Investment Counsel Inc
North Carolina
$8.06M +$444K +6,801 +6%
B
607
Bailard
California
$8.04M +$372K +5,703 +5%
WAS
608
Wesleyan Assurance Society
United Kingdom
$8M -$151K -2,320 -2%
WIM
609
Waverton Investment Management
United Kingdom
$7.95M -$1.07M -16,405 -11%
DWP
610
Daymark Wealth Partners
Ohio
$7.93M -$57.1K -875 -0.4%
ANTB
611
AMG National Trust Bank
Colorado
$7.91M -$185K -2,839 -2%
IC
612
IEQ Capital
California
$7.88M -$4.08M -62,440 -33%
NC
613
Nicholas Company
Wisconsin
$7.85M -$660K -10,115 -7%
JIM
614
Jensen Investment Management
Oregon
$7.8M -$56.8K -870 -0.7%
CI
615
CX Institutional
Indiana
$7.8M +$1.2M +18,358 +17%
RBA
616
Richard Bernstein Advisors
New York
$7.78M
TNB
617
Thomasville National Bank
Georgia
$7.78M -$154K -2,362 -2%
GAB
618
German American Bancorp
Indiana
$7.77M +$112K +1,717 +1%
AHC
619
Adell Harriman & Carpenter
Texas
$7.74M -$245K -3,750 -3%
MC
620
Montag & Caldwell
Georgia
$7.69M -$3.69M -56,515 -31%
NMIMC
621
Northwestern Mutual Investment Management Company
Wisconsin
$7.66M +$10.6K +162 +0.1%
RIG
622
RiverFront Investment Group
Virginia
$7.61M +$1.13M +17,263 +16%
AC
623
Allstate Corporation
Illinois
$7.58M +$7.69M +117,780 +2,983%
AIM
624
Anchor Investment Management
South Carolina
$7.58M +$168K +2,573 +2%
EGA
625
Eagle Global Advisors
Texas
$7.53M +$6.21M +95,200 +369%

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.