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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
KWM
851
Kingsview Wealth Management
Oregon
$4.65M +$97.3K +1,491 +2%
CC
852
Chicago Capital
Illinois
$4.64M +$22.6K +346 +0.5%
WFMPM
853
Woodley Farra Manion Portfolio Management
Indiana
$4.63M +$86K +1,317 +2%
SGCA
854
Steel Grove Capital Advisors
Tennessee
$4.62M -$57.6K -883 -1%
FNT
855
First Nebraska Trust
Nebraska
$4.62M +$140K +2,145 +3%
MBTD
856
Mechanics Bank - Trust Department
California
$4.62M -$106K -1,627 -2%
GIA
857
Gladstone Institutional Advisory
Florida
$4.6M -$305K -4,673 -6%
CIA
858
Covington Investment Advisors
Pennsylvania
$4.6M +$43.3K +664 +0.9%
HIC
859
Harvey Investment Company
Kentucky
$4.59M -$16.6K -255 -0.3%
RFG
860
RFP Financial Group
Georgia
$4.56M -$4.71M -72,163 -50%
DAS
861
Dynamic Advisor Solutions
Arizona
$4.55M -$218K -3,345 -4%
RWM
862
Ritholtz Wealth Management
New York
$4.54M +$369K +5,649 +8%
BT
863
Banque Transatlantique
France
$4.53M +$4.78M +73,202 New
AG
864
Ascent Group
Virginia
$4.53M -$217K -3,328 -4%
SCP
865
Sandhill Capital Partners
New York
$4.51M +$49.5K +759 +1%
XT
866
XTX Topco
Cayman Islands
$4.51M +$4.73M +72,423 New
PP
867
Prudential plc
United Kingdom
$4.49M +$311K +4,761 +7%
CIG
868
CCM Investment Group
Minnesota
$4.47M +$4.7M +71,998 New
BFG
869
Beacon Financial Group
Texas
$4.46M -$30.4K -466 -0.6%
CFGS
870
Concourse Financial Group Securities
Alabama
$4.45M +$10.8K +165 +0.2%
NAM
871
NTV Asset Management
West Virginia
$4.44M -$14.2K -218 -0.3%
HSA
872
HBK Sorce Advisory
Pennsylvania
$4.44M -$138K -2,116 -3%
ACM
873
Aurdan Capital Management
Pennsylvania
$4.44M +$4.66M +71,328 New
JCM
874
Jacobi Capital Management
Pennsylvania
$4.42M -$479K -7,344 -9%
PA
875
Procyon Advisors
Connecticut
$4.41M +$320K +4,908 +7%

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.