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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
TC
1051
Truvestments Capital
Florida
$2.94M +$224K +3,436 +8%
HW
1052
Hancock Whitney
Mississippi
$2.93M +$247K +3,791 +9%
ADL
1053
Asset Dedication LLC
California
$2.93M -$910K -13,937 -23%
AIM
1054
Avity Investment Management
Connecticut
$2.93M -$91.7K -1,405 -3%
GC
1055
Gould Capital
Washington
$2.93M -$18.1K -278 -0.6%
TLP
1056
Trinity Legacy Partners
Texas
$2.93M +$2.87M +43,986 +1,458%
PAS
1057
Point72 Asia (Singapore)
Singapore
$2.92M +$1.52M +23,230 +98%
VNIM
1058
Vaughan Nelson Investment Management
Texas
$2.92M
DK
1059
DJE Kapital
Germany
$2.92M +$3.08M +47,200 New
EPIMS
1060
Evelyn Partners Investment Management Services
$2.92M +$3.06M +46,840 New
CCB
1061
Country Club Bank
Missouri
$2.91M +$137K +2,102 +5%
MAM
1062
Magellan Asset Management
Australia
$2.91M -$243K -3,722 -7%
DCM
1063
Decatur Capital Management
Georgia
$2.9M -$44.5K -682 -1%
BFO
1064
Boston Family Office
Massachusetts
$2.9M -$13.3K -204 -0.4%
FFM
1065
Forum Financial Management
Illinois
$2.89M +$598K +9,161 +25%
BWP
1066
Baldwin Wealth Partners
Massachusetts
$2.89M -$126K -1,929 -4%
CAIM
1067
Catherine Avery Investment Management
Florida
$2.88M +$3.02M +46,267 New
CCIA
1068
Cherry Creek Investment Advisors
Colorado
$2.87M +$14.8K +227 +0.5%
EIA
1069
Edgemoor Investment Advisors
Maryland
$2.86M +$2.65M +40,530 +741%
CIAS
1070
CFS Investment Advisory Services
New Jersey
$2.86M +$190K +2,913 +7%
NP
1071
Nilsine Partners
Colorado
$2.85M +$273K +4,175 +10%
4WM
1072
44 Wealth Management
Oregon
$2.85M -$90.1K -1,380 -3%
TTWM
1073
TCV Trust & Wealth Management
Virginia
$2.85M -$58.1K -890 -2%
VCM
1074
Violich Capital Management
California
$2.82M -$26.1K -400 -0.9%
TIM
1075
Tikehau Investment Management
France
$2.82M -$3.36M -51,543 -53%

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.