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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
CHC
726
City Holding Co
West Virginia
$5.96M -$15.4K -236 -0.2%
FTWA
727
Fifth Third Wealth Advisors
Ohio
$5.95M +$120K +1,836 +2%
ET
728
Equitable Trust
Tennessee
$5.94M -$980K -15,016 -14%
AWA
729
Arkadios Wealth Advisors
Georgia
$5.93M -$172K -2,630 -3%
HPC
730
HM Payson & Co
Maine
$5.93M +$124K +1,900 +2%
RIA
731
RPG Investment Advisory
California
$5.92M +$61.2K +938 +1%
LOAMS
732
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.87M -$1.04M -15,865 -14%
OAM
733
Oppenheimer Asset Management
New York
$5.86M -$38.6K -592 -0.6%
AC
734
Addenda Capital
Quebec, Canada
$5.86M -$18.1K -278 -0.3%
BHBT
735
Burke & Herbert Bank & Trust
Virginia
$5.86M -$15.7K -240 -0.3%
TCOT
736
Trust Company of Toledo
Ohio
$5.86M +$92.9K +1,423 +2%
HI
737
Horizon Investments
North Carolina
$5.85M +$87.9K +1,347 +1%
FGP
738
Foyston, Gordon, & Payne
Ontario, Canada
$5.84M
DWM
739
Dakota Wealth Management
Florida
$5.83M -$477K -7,304 -7%
Group One Trading
740
Group One Trading
Illinois
$5.82M +$6.1M +93,518 New
NB
741
Northwest Bancshares
Pennsylvania
$5.8M -$465K -7,119 -7%
AF
742
Ally Financial
Michigan
$5.79M +$6.07M +93,000 New
BMCM
743
Bryn Mawr Capital Management
Pennsylvania
$5.77M -$850K -13,027 -12%
DEA
744
DoubleLine ETF Adviser
Florida
$5.76M -$1.76M -27,035 -23%
MCC
745
Money Concepts Capital
Florida
$5.76M +$108K +1,656 +2%
NB
746
NBT Bank
New York
$5.76M -$53.3K -816 -0.9%
AAM
747
Auxier Asset Management
Oregon
$5.76M -$161K -2,469 -3%
SW
748
SVB Wealth
Massachusetts
$5.76M +$6.04M +92,485 New
SRIM
749
Saratoga Research & Investment Management
California
$5.74M -$145K -2,225 -2%
EFS
750
Essex Financial Services
Connecticut
$5.71M -$193K -2,958 -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.