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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
HT
826
Headlands Technologies
Illinois
$4.96M +$5.2M +79,588 New
LDB
827
Lee, Danner & Bass
Tennessee
$4.95M +$710K +10,884 +16%
HWAM
828
Hennion & Walsh Asset Management
New Jersey
$4.94M +$277K +4,249 +6%
BFA
829
Benedict Financial Advisors
Georgia
$4.92M +$50.4K +772 +1%
BCM
830
Birmingham Capital Management
Alabama
$4.91M -$597K -9,145 -10%
PI
831
PFG Investments
New York
$4.9M +$567K +8,687 +12%
JHCP
832
Jackson Hole Capital Partners
Oklahoma
$4.9M -$72.5K -1,110 -1%
AIM
833
Aigen Investment Management
New York
$4.88M +$4.27M +65,399 +504%
BRM
834
Boston Research & Management
Massachusetts
$4.88M -$20.2K -310 -0.4%
WCM
835
Wallace Capital Management
Texas
$4.86M -$299K -4,583 -6%
EWA
836
Exencial Wealth Advisors
Oklahoma
$4.84M -$152K -2,328 -3%
SC
837
Schulhoff & Co
Ohio
$4.83M +$52.4K +803 +1%
DAS
838
Diversify Advisory Services
Utah
$4.82M -$920K -14,101 -15%
CAM
839
Columbia Asset Management
Michigan
$4.82M -$395K -6,051 -7%
O
840
Ossiam
France
$4.82M -$3.25M -49,714 -39%
GIM
841
Generali Investments Management
Slovenia
$4.81M +$5.04M +77,237 New
CAL
842
Capital Analysts LLC
Pennsylvania
$4.8M +$813K +12,450 +19%
HH
843
Hilltop Holdings
Texas
$4.75M -$61.9K -948 -1%
LIM
844
Leavell Investment Management
Alabama
$4.74M +$61.6K +944 +1%
CWP
845
Concord Wealth Partners
Virginia
$4.73M +$573K +8,774 +13%
HKIM
846
Hayek Kallen Investment Management
Alabama
$4.73M -$21.8K -334 -0.4%
GCA
847
Greenwood Capital Associates
South Carolina
$4.71M -$131 -2 -0%
FMWA
848
Forvis Mazars Wealth Advisors
Missouri
$4.66M -$256K -3,925 -5%
AWM
849
Atticus Wealth Management
Florida
$4.66M -$228K -3,489 -4%
FNB
850
Farmers National Bank
Kentucky
$4.65M +$4.88M +74,733 New

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.