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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
CIA
1101
Citadel Investment Advisory
Ohio
$2.68M -$5.94K -91 -0.2%
CCM
1102
Chickasaw Capital Management
Tennessee
$2.68M -$5.22K -80 -0.2%
RCM
1103
Radnor Capital Management
Pennsylvania
$2.68M -$1.62M -24,800 -37%
FNT
1104
First National Trust
Pennsylvania
$2.67M -$7.18K -110 -0.3%
TBNY
1105
Trustco Bank (New York)
New York
$2.67M -$82.3K -1,261 -3%
MWA
1106
Meridian Wealth Advisors
Texas
$2.67M +$29.7K +455 +1%
GD
1107
Grandfield & Dodd
New York
$2.66M
QCG
1108
Quadrant Capital Group
Ohio
$2.65M -$183K -2,807 -6%
SIAG
1109
Signet Investment Advisory Group
Rhode Island
$2.65M +$26.2K +402 +1%
LS
1110
Leelyn Smith
Illinois
$2.64M +$15.7K +241 +0.6%
WAP
1111
Wealthcare Advisory Partners
Pennsylvania
$2.64M +$27.6K +423 +1%
BB
1112
Busey Bank
Illinois
$2.63M -$71.8K -1,100 -3%
ITFISA
1113
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.63M +$326K +5,000 +13%
JIP
1114
Jaffetilchin Investment Partners
Florida
$2.62M +$19.1K +292 +0.7%
QI
1115
Qtron Investments
Massachusetts
$2.62M -$609K -9,337 -18%
MSA
1116
Marino Stram & Associates
Massachusetts
$2.61M -$12.9K -198 -0.5%
COI
1117
Connable Office Inc
Michigan
$2.61M -$37.1K -569 -1%
MWM
1118
Moran Wealth Management
Florida
$2.61M +$175K +2,684 +7%
IBOK
1119
Independence Bank of Kentucky
Kentucky
$2.6M +$115K +1,766 +4%
DWM
1120
DecisionMap Wealth Management
Virginia
$2.58M +$2.71M +41,496 New
WP
1121
WMS Partners
Maryland
$2.58M -$122K -1,870 -4%
AMBIA
1122
Allen Mooney & Barnes Investment Advisors
Georgia
$2.58M +$15K +230 +0.6%
VA
1123
Valmark Advisers
Ohio
$2.57M +$126K +1,928 +5%
UAS
1124
United Asset Strategies
New York
$2.54M +$187K +2,863 +8%
PF
1125
Phoenix Financial
Israel
$2.54M -$407K -6,230 -13%

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.