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Coca-Cola
KO

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: 3,136 → 3,280 (+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: 76 → 67 (-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

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$798M
2
Charles Schwab
Charles Schwab
California
+$755M
3
JP Morgan Chase
JP Morgan Chase
New York
+$436M
4
Franklin Resources
Franklin Resources
California
+$399M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$375M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$2.01B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.04B
3
BlackRock
BlackRock
New York
-$764M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$650M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$432M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBI
1076
Raiffeisen Bank International
Austria
$2.81M +$2.96M +45,307 New
HIM
1077
Harbour Investment Management
Washington
$2.8M +$7.31K +112 +0.2%
SM
1078
Sciencast Management
New Jersey
$2.78M +$540K +8,280 +23%
GCM
1079
Gables Capital Management
Florida
$2.78M -$55.9K -856 -2%
CFM
1080
Catalyst Funds Management
Australia
$2.77M +$1.15M +17,665 +66%
PCA
1081
Providence Capital Advisors
North Carolina
$2.77M +$17.2K +264 +0.6%
AWA
1082
Arete Wealth Advisors
Illinois
$2.75M +$824K +12,628 +40%
NWM
1083
Northcape Wealth Management
New York
$2.75M +$16.4K +251 +0.6%
CI
1084
Capital International
California
$2.75M +$2.88M +44,161 New
MMHP
1085
Murphy Middleton Hinkle & Parker
Georgia
$2.75M -$98.6K -1,510 -3%
BBWA
1086
Bell & Brown Wealth Advisors
California
$2.74M +$129K +1,977 +5%
WWM
1087
Western Wealth Management
Colorado
$2.74M -$1.44M -22,048 -33%
EFM
1088
E Fund Management
China
$2.73M +$1.07M +16,366 +59%
IAS
1089
Insigneo Advisory Services
Florida
$2.73M -$271K -4,155 -9%
MCM
1090
Mill Capital Management
North Carolina
$2.73M – – –
HI
1091
Harbour Investments
Wisconsin
$2.73M +$221K +3,388 +8%
PIA
1092
Perennial Investment Advisors
California
$2.72M -$3.85K -59 -0.1%
CIA
1093
Cape Investment Advisory
Georgia
$2.72M -$47.3K -724 -2%
FMB
1094
Field & Main Bank
Kentucky
$2.72M +$160K +2,455 +6%
PAM
1095
Palisade Asset Management
Minnesota
$2.71M +$155K +2,371 +6%
IIM
1096
Ipswich Investment Management
Massachusetts
$2.71M -$141K -2,160 -5%
HDIM
1097
Hanson & Doremus Investment Management
Vermont
$2.71M +$293K +4,484 +11%
ELI
1098
Empire Life Investments
Ontario, Canada
$2.71M +$2.84M +43,459 New
BFM
1099
Boston Financial Management
Massachusetts
$2.71M +$189K +2,895 +7%
DWM
1100
Diversify Wealth Management
Utah
$2.68M +$1.09M +16,759 +62%
42 43
44
45 46

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.