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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
KCPG
1026
Kavar Capital Partners Group
Kansas
$3.11M -$4.05K -62 -0.1%
SFM
1027
Signet Financial Management
New Jersey
$3.1M -$14.6K -223 -0.4%
TWP
1028
Tyche Wealth Partners
Texas
$3.08M +$107K +1,633 +3%
MCM
1029
Mengis Capital Management
Oregon
$3.07M +$7.57K +116 +0.2%
LWM
1030
LongView Wealth Management
Georgia
$3.06M +$379K +5,809 +13%
ICP
1031
Impact Capital Partners
Colorado
$3.06M +$3.21M +49,148 New
NAS
1032
NWF Advisory Services
California
$3.06M +$787K +12,058 +33%
BHA
1033
Beech Hill Advisors
New York
$3.05M +$14.2K +217 +0.4%
MSAM
1034
Moloney Securities Asset Management
Missouri
$3.04M -$29.6K -454 -0.9%
DCM
1035
Donaldson Capital Management
Indiana
$3.03M +$29.3K +449 +0.9%
SCP
1036
Stamos Capital Partners
California
$3.02M +$890K +13,640 +39%
NW
1037
Naviter Wealth
Arkansas
$3.01M +$678K +10,389 +27%
HP
1038
Hikari Power
Japan
$3.01M
Two Sigma Investments
1039
Two Sigma Investments
New York
$2.99M +$40.5K +621 +1%
CFO
1040
Callan Family Office
Pennsylvania
$2.99M +$2.76M +42,253 +738%
CCA
1041
Carrera Capital Advisors
Michigan
$2.97M +$348K +5,337 +13%
FFWA
1042
FRG Family Wealth Advisors
Washington
$2.97M -$158K -2,419 -5%
BBA
1043
BLB&B Advisors
Pennsylvania
$2.97M -$210K -3,217 -6%
FAT
1044
First American Trust
California
$2.97M -$7.12M -109,019 -70%
MFS
1045
Mattson Financial Services
Michigan
$2.96M +$5.29K +81 +0.2%
NP
1046
NorthRock Partners
Minnesota
$2.96M -$210K -3,215 -6%
JCM
1047
Janney Capital Management
Pennsylvania
$2.95M -$59.5K -911 -2%
UCB
1048
United Community Bank
South Carolina
$2.94M +$102K +1,570 +3%
IAS
1049
Investment Advisory Services
Texas
$2.94M -$161K -2,470 -5%
FPB
1050
First PREMIER Bank
South Dakota
$2.94M

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.