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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
BOCM
901
Bontempo Ohly Capital Management
Maryland
$4.14M -$128K -1,965 -3%
TI
902
TrueMark Investments
Illinois
$4.14M +$367K +5,624 +9%
GIC
903
Generali Investments CEE
Czech Republic
$4.12M +$4.32M +66,200 New
PL
904
Parthenon LLC
Kentucky
$4.12M
CAG
905
Csenge Advisory Group
Florida
$4.12M -$359K -5,506 -8%
CWP
906
CFM Wealth Partners
Texas
$4.12M +$267K +4,096 +7%
JPMIA
907
J.P. Marvel Investment Advisors
Massachusetts
$4.1M -$52K -796 -1%
VV
908
Verity & Verity
South Carolina
$4.09M +$1.6M +24,518 +60%
TCM
909
Tufton Capital Management
Maryland
$4.08M -$88.3K -1,352 -2%
CAAS
910
Capital Asset Advisory Services
Michigan
$4.07M +$152K +2,331 +4%
LI
911
Lafayette Investments
Maryland
$4.05M -$19.1K -292 -0.4%
FPAS
912
Focus Partners Advisor Solutions
Missouri
$4.05M +$1.66M +25,394 +64%
WIA
913
World Investment Advisors
California
$4.03M +$662K +10,137 +19%
LBC
914
Lowe Brockenbrough & Co
Virginia
$4.03M -$457 -7 -0%
NIM
915
Nicollet Investment Management
Minnesota
$3.99M -$66.1K -1,013 -2%
WCM Investment Management
916
WCM Investment Management
California
$3.98M +$2.48M +38,017 +146%
FIA
917
Foundations Investment Advisors
Arizona
$3.97M +$621K +9,517 +18%
FWIA
918
Fort Washington Investment Advisors
Ohio
$3.96M -$203K -3,116 -5%
DIP
919
DT Investment Partners
Pennsylvania
$3.96M -$1.24M -18,991 -23%
WIC
920
WealthBridge Investment Counsel
Alberta, Canada
$3.93M -$49K -750 -1%
WAS
921
WESPAC Advisors SoCal
California
$3.91M -$141K -2,157 -3%
IA
922
IFP Advisors
Florida
$3.89M +$971K +14,872 +31%
VP
923
Verum Partners
North Carolina
$3.87M -$4.24K -65 -0.1%
BHWM
924
Bar Harbor Wealth Management
New Hampshire
$3.86M -$226K -3,459 -5%
PFS
925
Physicians Financial Services
North Carolina
$3.86M +$53.9K +826 +1%

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.