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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
HFS
701
Haverford Financial Services
Pennsylvania
$6.27M -$397K -6,080 -6%
FTA
702
Financial & Tax Architects
Missouri
$6.27M +$481K +7,362 +8%
JSSH
703
J. Safra Sarasin Holding
$6.25M -$11.4M -175,238 -64%
CB
704
Community Bank
New York
$6.23M -$55.3K -847 -0.8%
BM
705
Bislett Management
California
$6.23M
SIA
706
Soltis Investment Advisors
Utah
$6.22M +$157K +2,409 +2%
WI
707
Wahed Invest
New York
$6.22M +$400K +6,129 +7%
DP
708
Dearborn Partners
Illinois
$6.21M -$196K -3,005 -3%
MFG
709
Merit Financial Group
Georgia
$6.21M +$694K +10,632 +12%
WAM
710
Weatherly Asset Management
California
$6.19M +$240K +3,679 +4%
AO
711
Allen Operations
New York
$6.17M +$4.3M +65,854 +66%
FCH
712
Freestone Capital Holdings
Washington
$6.17M +$768K +11,762 +13%
M
713
MOTCO
Texas
$6.16M +$50.1K +767 +0.8%
WTC
714
WhitTier Trust Company
Nevada
$6.15M -$424K -6,503 -6%
JG
715
Jain Global
New York
$6.15M +$6.45M +98,845 New
HA
716
Hamel Associates
New Jersey
$6.11M -$96.4K -1,477 -1%
MGIA
717
Moneta Group Investment Advisors
Missouri
$6.11M +$1.06M +16,190 +20%
SF
718
Summit Financial
New Jersey
$6.09M +$653K +10,005 +11%
CMP
719
Coston McIsaac & Partners
Maine
$6.08M -$295K -4,520 -4%
FCCM
720
First City Capital Management
Georgia
$6.03M -$47.6K -729 -0.7%
BMA
721
Brooks Moore & Associates
Tennessee
$6.02M +$36.2K +555 +0.6%
SIMG
722
Sonora Investment Management Group
Arizona
$6.02M -$30.4K -465 -0.5%
TFA
723
Toth Financial Advisory
Virginia
$6.01M +$193K +2,953 +3%
BHIA
724
Birch Hill Investment Advisors
Massachusetts
$6M -$72.5K -1,110 -1%
DWA
725
Douglass Winthrop Advisors
New York
$5.97M +$444K +6,800 +8%

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.