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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
LKIM
676
Lawson Kroeker Investment Management
Nebraska
$6.69M -$45.4K -695 -0.6%
FAM
677
Fred Alger Management
New York
$6.68M +$148K +2,265 +2%
CCT
678
Chemung Canal Trust
New York
$6.67M -$2.54M -38,849 -27%
WIC
679
Woodmont Investment Counsel
Tennessee
$6.67M +$27.3K +418 +0.4%
WS
680
Wedbush Securities
California
$6.65M +$242K +3,707 +4%
UB
681
UMB Bank
Missouri
$6.64M -$150K -2,301 -2%
PS
682
Principal Securities
Iowa
$6.61M +$269K +4,121 +4%
BBI
683
Baxter Bros Inc
Connecticut
$6.58M -$201K -3,075 -3%
EAM
684
Erste Asset Management
Austria
$6.51M -$11.5M -175,637 -63%
MCM
685
Monarch Capital Management
Indiana
$6.51M -$24.5K -376 -0.4%
AAB
686
ABN AMRO Bank
Netherlands
$6.51M -$3M -45,886 -30%
RAM
687
Roanoke Asset Management
New Jersey
$6.49M -$6.53K -100 -0.1%
BWL
688
Bogart Wealth LLC
Virginia
$6.49M +$974K +14,925 +17%
CA
689
CoreCap Advisors
Michigan
$6.47M +$154K +2,357 +2%
BSA
690
Bull Street Advisors
Georgia
$6.45M +$1.96K +30 +0%
BHWA
691
Beacon Harbor Wealth Advisors
Virginia
$6.44M +$276K +4,227 +4%
BG
692
BDF Gestion
France
$6.42M -$875K -13,402 -11%
RP
693
Rice Partnership
Hawaii
$6.4M +$443K +6,793 +7%
SCA
694
Stokes Capital Advisors
South Carolina
$6.39M +$277K +4,248 +4%
SC
695
Stolper & Co
Oklahoma
$6.36M +$90.2K +1,382 +1%
RBWA
696
RFG - Bristol Wealth Advisors
Massachusetts
$6.34M +$6.64M +101,795 New
DWM
697
Destination Wealth Management
California
$6.32M +$56.6K +867 +0.9%
BA
698
BCM Advisors
Louisiana
$6.32M -$3.65K -56 -0.1%
LA
699
Lynch & Associates
Indiana
$6.3M -$12.5K -191 -0.2%
Loomis, Sayles & Company
700
Loomis, Sayles & Company
Massachusetts
$6.29M -$643K -9,848 -9%

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.