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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
IWC
626
Integrated Wealth Concepts
Massachusetts
$7.5M +$527K +8,066 +7%
BFG
627
Bleakley Financial Group
New Jersey
$7.5M -$48K -735 -0.6%
SVWAG
628
Sound View Wealth Advisors Group
Georgia
$7.5M +$235K +3,607 +3%
SB
629
Simmons Bank
Arkansas
$7.47M -$182K -2,783 -2%
PWM
630
Perigon Wealth Management
California
$7.45M -$3.79K -58 -0%
SDIC
631
South Dakota Investment Council
South Dakota
$7.43M
Wolverine Trading
632
Wolverine Trading
Illinois
$7.42M +$2.38M +36,497 +44%
LS
633
Livforsakringsbolaget Skandia
Sweden
$7.39M -$483K -7,400 -6%
CSP
634
Cary Street Partners
Virginia
$7.37M +$7.72M +118,303 New
PCM
635
Parsons Capital Management
Rhode Island
$7.36M +$6.14M +94,060 +390%
LWCFA
636
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.33M -$253K -3,880 -3%
AJ
637
Ashburton (Jersey)
Jersey
$7.33M +$6.92M +106,043 +904%
RB
638
Rodgers Brothers
Pennsylvania
$7.33M +$9.92K +152 +0.1%
TC
639
TwinBeech Capital
New York
$7.31M +$7.67M +117,466 New
ACIM
640
Azimuth Capital Investment Management
Michigan
$7.31M -$877K -13,438 -10%
CWM
641
Cornerstone Wealth Management
Missouri
$7.31M +$280K +4,288 +4%
AIM
642
AHL Investment Management
Florida
$7.28M +$45.8K +701 +0.6%
PPW
643
Parcion Private Wealth
Washington
$7.23M +$343K +5,254 +5%
OIA
644
OneDigital Investment Advisors
Kansas
$7.22M +$764K +11,705 +11%
RWP
645
RWA Wealth Partners
Massachusetts
$7.19M -$305K -4,666 -4%
FG
646
Fiduciary Group
Georgia
$7.18M -$17K -261 -0.2%
MDCM
647
Morgan Dempsey Capital Management
Wisconsin
$7.17M -$777K -11,904 -9%
TA
648
Tectonic Advisors
Texas
$7.17M +$989K +15,149 +15%
DIA
649
Dana Investment Advisors
Wisconsin
$7.15M +$115K +1,767 +2%
TMAM
650
Tokio Marine Asset Management
Japan
$7.14M +$215K +3,298 +3%

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.