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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
CTFG
1126
Capstone Triton Financial Group
Oklahoma
$2.53M +$21.3K +326 +0.8%
PCG
1127
Prosperity Consulting Group
Maryland
$2.52M -$50.5K -773 -2%
MWM
1128
Meridian Wealth Management
Kentucky
$2.52M -$50.5K -774 -2%
LCGLA
1129
LYNX CAPITAL GROUP LTD /ADV
Ohio
$2.52M -$14K -215 -0.5%
PWG
1130
Portside Wealth Group
Utah
$2.52M +$12.9K +197 +0.5%
VCM
1131
Voleon Capital Management
California
$2.51M +$2.63M +40,357 New
OAM
1132
Ostrum Asset Management
France
$2.51M -$1.76M -26,917 -40%
CI
1133
Cigna Investments
Connecticut
$2.5M -$5.68K -87 -0.2%
CCM
1134
Campbell Capital Management
Florida
$2.5M -$16.9K -259 -0.6%
DCM
1135
Dudley Capital Management
Virginia
$2.5M -$63.4K -971 -2%
WKWM
1136
Walter & Keenan Wealth Management
Indiana
$2.49M +$1.24K +19 +0%
HIC
1137
Holderness Investments Company
North Carolina
$2.49M -$11K -169 -0.4%
FFA
1138
Farther Finance Advisors
California
$2.49M -$15.4K -236 -0.6%
TFS
1139
Thoroughbred Financial Services
Tennessee
$2.49M +$86.5K +1,325 +3%
MMA
1140
Mizuho Markets Americas
New York
$2.48M -$2.99M -45,814 -53%
SIC
1141
Shoker Investment Counsel
Ohio
$2.48M +$42K +643 +2%
JCM
1142
Jag Capital Management
Missouri
$2.48M +$35K +536 +1%
OPTFSNA
1143
Old Point Trust & Financial Services N A
Virginia
$2.48M -$128K -1,966 -5%
BTD
1144
BankPlus Trust Department
Mississippi
$2.48M +$2.6M +39,758 New
GL
1145
Graypoint LLC
New York
$2.47M +$186K +2,842 +8%
RPWA
1146
Regent Peak Wealth Advisors
Georgia
$2.47M -$1.48M -22,658 -14%
SHFA
1147
SS&H Financial Advisors
Michigan
$2.46M
WC
1148
Waterloo Capital
Texas
$2.45M +$269K +4,118 +12%
DDC
1149
DF Dent & Co
Maryland
$2.45M +$881K +13,491 +52%
GS
1150
GWN Securities
Florida
$2.45M +$2.58M +39,595 New

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.