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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
NSEDCP
1001
NJ State Employees Deferred Compensation Plan
New Jersey
$3.24M -$718K -11,000 -17%
TYCC
1002
Texas Yale Capital Corp
Florida
$3.23M +$174K +2,665 +5%
CAM
1003
Cozad Asset Management
Illinois
$3.23M +$13.1K +200 +0.4%
KIA
1004
KCM Investment Advisors
California
$3.23M +$56K +858 +2%
SG
1005
StoneX Group
New York
$3.22M +$3.38M +51,775 New
CCA
1006
Checchi Capital Advisers
California
$3.21M +$26.4K +405 +0.8%
KWA
1007
Kingswood Wealth Advisors
California
$3.19M -$2.27M -34,825 -40%
VCA
1008
Verdence Capital Advisors
Maryland
$3.19M +$247K +3,778 +8%
FFM
1009
Fullerton Fund Management
Singapore
$3.19M -$38.8M -594,025 -92%
AP
1010
Arlington Partners
Alabama
$3.17M -$502K -7,696 -13%
Parallax Volatility Advisers
1011
Parallax Volatility Advisers
California
$3.17M +$3.32M +50,936 New
ISWM
1012
Independent Solutions Wealth Management
New York
$3.17M -$131K -2,005 -4%
OHWP
1013
Oak Harbor Wealth Partners
North Carolina
$3.17M -$43.5K -666 -1%
SCA
1014
St. Clair Advisors
Ohio
$3.16M +$58K +889 +2%
PWAM
1015
Papamarkou Wellner Asset Management
New York
$3.16M +$3.31M +50,708 New
GVAG
1016
Great Valley Advisor Group
Delaware
$3.15M +$42.1K +645 +1%
CHJWM
1017
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.15M -$9.4K -144 -0.3%
MIM
1018
MTM Investment Management
South Carolina
$3.14M -$304K -4,664 -8%
PDL
1019
Portfolio Design Labs
California
$3.14M +$1.11M +17,067 +51%
WC
1020
Woodstock Corp
Massachusetts
$3.13M +$52K +797 +2%
WPC
1021
Wedmont Private Capital
Pennsylvania
$3.13M +$438K +6,706 +15%
CW
1022
CreativeOne Wealth
Kansas
$3.13M +$383K +5,865 +13%
HIP
1023
HUB Investment Partners
Texas
$3.12M +$856K +13,110 +35%
MCB
1024
Morton Community Bank
Illinois
$3.11M +$33.3K +510 +1%
VFM
1025
Viking Fund Management
North Dakota
$3.11M

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.