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
AWM
651
AE Wealth Management
Kansas
$7.14M -$314K -4,803 -4%
WC
652
Whitney & Co
New York
$7.13M -$40K -613 -0.5%
FMII
653
Farmers & Merchants Investments Inc
Nebraska
$7.12M -$127K -1,948 -2%
PAMG
654
Patton Albertson Miller Group
Tennessee
$7.12M -$110K -1,678 -1%
BPC
655
Banque Pictet & Cie
Switzerland
$7.12M +$66K +1,011 +0.9%
RC
656
Reik & Co
New York
$7.07M -$189K -2,890 -2%
WW
657
Windle Wealth
Oklahoma
$7.04M +$480K +7,346 +7%
LA
658
LBP AM
France
$7.02M -$11.8M -180,440 -62%
EWA
659
EP Wealth Advisors
California
$6.95M -$596K -9,133 -8%
GI
660
GLOBALT Investments
Georgia
$6.94M -$103K -1,583 -1%
Connor, Clark & Lunn Investment Management (CC&L)
661
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.92M -$29.3M -448,121 -80%
BCM
662
Brookstone Capital Management
Illinois
$6.91M +$1.93M +29,605 +36%
SW
663
SlateStone Wealth
Florida
$6.91M +$1.34M +20,578 +23%
EHC
664
Everett Harris & Co
California
$6.88M +$121K +1,861 +2%
TH
665
TCTC Holdings
Texas
$6.83M +$43.8K +671 +0.6%
MC
666
Moors & Cabot
Massachusetts
$6.83M +$88.3K +1,352 +1%
SIC
667
Salem Investment Counselors
North Carolina
$6.82M -$65.8K -1,008 -0.9%
AA
668
ALPS Advisors
Colorado
$6.8M -$3.26K -50 -0%
BS
669
Biglari Sardar
$6.75M +$118K +1,811 +2%
GFG
670
Greystone Financial Group
Michigan
$6.75M +$7.07M +108,384 New
SP
671
Stablepoint Partners
Massachusetts
$6.71M +$118K +1,804 +2%
WJWM
672
Williams Jones Wealth Management
New York
$6.71M -$175K -2,687 -2%
VWA
673
Visionary Wealth Advisors
Illinois
$6.7M +$397K +6,083 +6%
A
674
AustralianSuper
Australia
$6.7M -$5.73M -87,732 -45%
MBT
675
Montecito Bank & Trust
California
$6.69M -$28.2K -432 -0.4%

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.