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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
JWBC
951
J.W. Burns & Co
New York
$3.69M -$108K -1,654 -3%
WOC
952
West Oak Capital
California
$3.67M
AIP
953
Ameritas Investment Partners
Nebraska
$3.65M +$16.1K +247 +0.4%
Capstone Investment Advisors
954
Capstone Investment Advisors
New York
$3.65M +$3.27M +50,058 +590%
SBWIC
955
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.64M +$7.51K +115 +0.2%
CT
956
Caldwell Trust
Florida
$3.63M -$321K -4,923 -8%
AUB
957
Atlantic Union Bankshares
Virginia
$3.62M -$49.8K -763 -1%
PP
958
PDS Planning
Ohio
$3.61M -$91.7K -1,405 -2%
CFS
959
Cannon Financial Strategists
Georgia
$3.58M +$54.2K +831 +1%
RHDIC
960
R.H. Dinel Investment Counsel
California
$3.58M
SSB
961
Sandy Spring Bank
Maryland
$3.58M +$257K +3,938 +7%
SBIA
962
Sheaff Brock Investment Advisors
Indiana
$3.57M -$3.84M -58,904 -51%
MSA
963
MUFG Securities Americas
New York
$3.56M +$3.74M +57,231 New
VWM
964
Valley Wealth Managers
New Jersey
$3.56M -$319K -4,892 -8%
TW
965
Traveka Wealth
California
$3.56M +$3.38M +51,717 +960%
CG
966
Caprock Group
Idaho
$3.53M -$55.2K -846 -1%
BC
967
Broadwater Capital
Massachusetts
$3.51M -$210K -3,220 -5%
MNBTD
968
Moody National Bank Trust Division
Texas
$3.47M -$61.2K -937 -2%
AA
969
Argent Advisors
Louisiana
$3.46M +$57.4K +879 +2%
PT
970
Plimoth Trust
Massachusetts
$3.45M -$63.1K -967 -2%
SFGP
971
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.44M +$3.61M +55,307 New
HCA
972
Harbor Capital Advisors
Illinois
$3.44M +$88.4K +1,354 +3%
GLA
973
Good Life Advisors
Pennsylvania
$3.44M -$4.19M -64,243 -54%
BOH
974
Bank of Hawaii
Hawaii
$3.43M -$135K -2,064 -4%
EI
975
Ethic Inc
New York
$3.43M +$1.41M +21,600 +65%

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.