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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
MWA
1226
MFA Wealth Advisors
Pennsylvania
$2.14M +$190K +2,906 +9%
SMC
1227
Smith, Moore & Co
Missouri
$2.14M -$103K -1,577 -4%
WCM
1228
Whitener Capital Management
North Carolina
$2.14M +$43.9K +673 +2%
AWE
1229
Avidian Wealth Enterprises
Texas
$2.13M +$24.3K +372 +1%
FHA
1230
Flagship Harbor Advisors
Massachusetts
$2.13M +$102K +1,558 +5%
TIM
1231
Thompson Investment Management
Wisconsin
$2.12M
IIA
1232
ICW Investment Advisors
Arizona
$2.12M +$21.4K +328 +1%
VF
1233
Virtu Financial
New York
$2.12M +$2.22M +34,026 New
BCM
1234
BluePath Capital Management
Georgia
$2.1M +$396K +6,071 +22%
AO
1235
Advisor OS
Illinois
$2.1M +$140K +2,142 +7%
NFC
1236
Northeast Financial Consultants
Connecticut
$2.1M -$60.1K -921 -3%
AB
1237
ANB Bank
Colorado
$2.07M +$2.17M +33,259 New
RMSCM
1238
R.M. Sincerbeaux Capital Management
New York
$2.07M -$58.7K -900 -3%
CAC
1239
Certified Advisory Corp
Florida
$2.07M +$21.3K +326 +1%
LG
1240
LaFleur & Godfrey
Michigan
$2.06M -$134K -2,055 -6%
CBTWT
1241
Community Bank & Trust (Waco, Texas)
Texas
$2.06M +$103K +1,577 +5%
UWP
1242
Uniting Wealth Partners
Kansas
$2.06M +$2.16M +33,116 New
CCA
1243
Cobblestone Capital Advisors
New York
$2.06M -$2.55K -39 -0.1%
I
1244
INVST
Indiana
$2.06M +$15.4K +236 +0.7%
MAWAG
1245
Mid-American Wealth Advisory Group
Missouri
$2.06M -$20.6K -315 -0.9%
BCMO
1246
Buckingham Capital Management (Ohio)
Ohio
$2.05M +$58.9K +902 +3%
DWT
1247
Dorsey & Whitney Trust
South Dakota
$2.04M +$182K +2,792 +9%
CLA
1248
Carnegie Lake Advisors
New Jersey
$2.04M -$52.2K -800 -2%
GWM
1249
Geneos Wealth Management
Colorado
$2.03M +$12.4K +190 +0.6%
TS
1250
Triglav Skladi
Slovenia
$2.03M +$2.13M +32,627 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.