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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
PAI
926
Pittenger & Anderson Inc
Nebraska
$3.86M +$12.1K +185 +0.3%
SAM
927
Shell Asset Management
Netherlands
$3.85M -$347K -5,310 -8%
SFA
928
Semmax Financial Advisors
North Carolina
$3.84M +$142K +2,179 +4%
PGAM
929
Princeton Global Asset Management
New Jersey
$3.82M +$20.5K +314 +0.5%
AAS
930
Ameritas Advisory Services
Nebraska
$3.82M +$76.1K +1,166 +2%
CIA
931
Choate Investment Advisors
Massachusetts
$3.82M +$96.3K +1,475 +2%
PWMAG
932
Pinnacle Wealth Management Advisory Group
New Jersey
$3.81M -$27K -413 -0.7%
MG
933
Mather Group
Illinois
$3.8M +$22K +337 +0.6%
NSIM
934
North Star Investment Management
Illinois
$3.79M -$63.7K -976 -2%
WCM
935
Weik Capital Management
Pennsylvania
$3.78M -$40.1K -615 -1%
RCA
936
Riverview Capital Advisers
Massachusetts
$3.77M
KC
937
Kinloch Capital
Virginia
$3.77M +$106K +1,628 +3%
MIS
938
Morningstar Investment Services
Illinois
$3.76M -$33.5M -512,484 -89%
WPW
939
Waldron Private Wealth
Pennsylvania
$3.76M -$19.4K -297 -0.5%
AMI
940
Amica Mutual Insurance
Rhode Island
$3.76M -$1.31M -20,012 -25%
ONB
941
Old National Bancorp
Indiana
$3.76M +$149K +2,276 +4%
GH
942
GAM Holding
Switzerland
$3.75M -$213K -3,260 -5%
CCG
943
Chatham Capital Group
Georgia
$3.74M -$45K -689 -1%
SSWM
944
Smith Salley Wealth Management
North Carolina
$3.74M +$13.2K +202 +0.3%
NRS
945
Neville Rodie & Shaw
New York
$3.74M +$441K +6,760 +13%
JFL
946
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.74M -$1.01M -15,480 -20%
BC
947
Burney Company
Virginia
$3.73M -$47.6K -729 -1%
CPCPP
948
Canada Post Corporation Pension Plan
Canada
$3.71M +$3.89M +59,664 New
VT
949
Vise Technologies
New York
$3.71M +$1.12M +17,099 +40%
MCA
950
MSH Capital Advisors
Arizona
$3.71M -$131 -2 -0%

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.