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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
PAM
1151
Paradigm Asset Management
New York
$2.45M +$2.57M +39,300 New
SJIM
1152
St. Johns Investment Management
Florida
$2.45M +$7.57K +116 +0.3%
TBT
1153
Texas Bank & Trust
Texas
$2.44M +$2.56M +39,227 New
FBT
1154
First Bankers Trust
Kentucky
$2.44M +$11K +169 +0.4%
ECM
1155
Evergreen Capital Management
Washington
$2.44M -$25.3K -388 -1%
RMAM
1156
Raab & Moskowitz Asset Management
New Jersey
$2.44M -$164K -2,518 -6%
CCG
1157
Catalina Capital Group
California
$2.43M -$507K -7,762 -17%
EWM
1158
Empirical Wealth Management
Washington
$2.43M +$156K +2,394 +7%
BJL
1159
Brighton Jones LLC
Washington
$2.43M +$300K +4,591 +13%
CW
1160
Channel Wealth
California
$2.43M -$462K -7,081 -15%
SLI
1161
Sumitomo Life Insurance
Japan
$2.43M -$54.1K -829 -2%
Los Angeles Capital Management
1162
Los Angeles Capital Management
California
$2.42M -$64.8M -992,307 -96%
BW
1163
BIP Wealth
Georgia
$2.41M -$110K -1,689 -4%
YCG
1164
Yeomans Consulting Group
Georgia
$2.4M -$190K -2,904 -7%
BCFS
1165
Butensky & Cohen Financial Security
Florida
$2.39M -$802K -12,287 -24%
CCWA
1166
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.39M +$381K +5,836 +18%
BDS
1167
Banco de Sabadell
Florida
$2.39M +$243K +3,722 +11%
LIA
1168
LBMC Investment Advisors
Tennessee
$2.39M +$1.04K +16 +0%
SAM
1169
Smartleaf Asset Management
Massachusetts
$2.38M +$358K +5,482 +17%
RCM
1170
RB Capital Management
Nevada
$2.37M -$84.1K -1,288 -3%
BTW
1171
Boston Trust Walden
Massachusetts
$2.37M -$34.2K -524 -1%
SWM
1172
Spire Wealth Management
Virginia
$2.37M -$181K -2,777 -7%
ECM
1173
Eisler Capital Management
United Kingdom
$2.37M +$2.5M +38,294 New
ACM
1174
Allred Capital Management
Texas
$2.36M +$5.29K +81 +0.2%
CUAMC
1175
China Universal Asset Management Company
China
$2.35M +$363K +5,565 +17%

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.