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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
UBG
801
United Bank (Georgia)
Georgia
$5.26M +$234K +3,589 +4%
BST
802
Bath Savings Trust
Maine
$5.25M -$42.8K -655 -0.8%
LWANC
803
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.24M -$13.3K -204 -0.2%
ATPW
804
Ashton Thomas Private Wealth
Arizona
$5.24M +$617K +9,455 +13%
PAS
805
Park Avenue Securities
New York
$5.24M +$716K +10,971 +15%
PA
806
Parallel Advisors
California
$5.2M -$280K -4,296 -5%
CT
807
Colonial Trust
South Carolina
$5.2M +$607K +9,295 +13%
YL
808
YCG LLC
Texas
$5.18M
RIA
809
Regal Investment Advisors
Michigan
$5.18M -$489K -7,491 -8%
AG
810
AlTi Global
New York
$5.16M +$132K +2,025 +3%
BIG
811
Builder Investment Group
Georgia
$5.13M -$12.1K -186 -0.2%
LC
812
Lincoln Capital
Nebraska
$5.13M -$31.7K -485 -0.6%
ZB
813
Zions Bancorporation
Utah
$5.12M +$1.36M +20,893 +34%
HCMT
814
Highland Capital Management (Tennessee)
Tennessee
$5.11M +$1.94M +29,675 +57%
BP
815
Ballentine Partners
Massachusetts
$5.1M +$95.8K +1,468 +2%
CCMINC
816
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.09M +$2.35K +36 +0%
FLI
817
Family Legacy Inc
South Carolina
$5.04M +$8.03K +123 +0.2%
MPM
818
Meritage Portfolio Management
Kansas
$5.02M +$24.7K +379 +0.5%
FB
819
Fulton Bank
Pennsylvania
$5.02M +$282K +4,317 +6%
OC
820
Oakworth Capital
Alabama
$4.99M -$123K -1,879 -2%
SPC
821
Sigma Planning Corp
Michigan
$4.99M -$82.4K -1,263 -2%
RPC
822
Rossmore Private Capital
Connecticut
$4.97M -$1.63K -25 -0%
CNBTD
823
Citizens National Bank Trust Department
Mississippi
$4.96M -$76K -1,165 -1%
JC
824
Jacobs & Co
California
$4.96M -$836K -12,800 -14%
TPCW
825
TD Private Client Wealth
New York
$4.96M +$315K +4,828 +6%

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.