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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
JWCA
776
J.W. Cole Advisors
Florida
$5.44M +$74.6K +1,143 +1%
VFA
777
Valeo Financial Advisors
Indiana
$5.43M -$281K -4,299 -4%
TNBTD
778
Trustmark National Bank Trust Department
Mississippi
$5.41M +$95.7K +1,466 +2%
PMG
779
ProVise Management Group
Florida
$5.41M -$456K -6,991 -7%
SS
780
Sunbelt Securities
Texas
$5.4M +$5.01M +76,687 +743%
TCM
781
Twin Capital Management
Pennsylvania
$5.4M +$110K +1,678 +2%
CNBT
782
Canandaigua National Bank & Trust
New York
$5.39M -$7.9K -121 -0.1%
PSP
783
Principal Street Partners
Tennessee
$5.39M -$194K -2,970 -3%
IB
784
Iyo Bank
Japan
$5.38M
BRWA
785
B. Riley Wealth Advisors
Florida
$5.37M -$1.52M -23,248 -21%
SF
786
Slagle Financial
Illinois
$5.37M +$562K +8,613 +11%
BCCM
787
Bridge Creek Capital Management
Massachusetts
$5.36M -$9.14K -140 -0.2%
SG
788
Sienna Gestion
France
$5.36M
EA
789
Ellsworth Advisors
Ohio
$5.36M +$262K +4,016 +5%
ECM
790
Everence Capital Management
Indiana
$5.33M -$584K -8,940 -9%
ST
791
Sentinel Trust
Texas
$5.33M
SCA
792
Snowden Capital Advisors
New York
$5.32M +$82K +1,256 +1%
CSIC
793
Clifford Swan Investment Counsel
California
$5.3M +$101K +1,554 +2%
PWP
794
Principle Wealth Partners
Connecticut
$5.29M -$70.3K -1,077 -1%
SW
795
SteelPeak Wealth
California
$5.29M -$4.42M -67,680 -44%
VSQM
796
V-Square Quantitative Management
Illinois
$5.29M +$668K +10,228 +14%
KOCAA
797
Knights of Columbus Asset Advisors
Connecticut
$5.28M -$725K -11,105 -12%
HAG
798
HighPoint Advisor Group
Illinois
$5.26M +$158K +2,418 +3%
PDM
799
Penn Davis McFarland
Texas
$5.26M -$80K -1,225 -1%
WG
800
Winton Group
United Kingdom
$5.26M +$5.32M +81,464 +2,697%

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.