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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
WIC
1251
Wilkins Investment Counsel
Massachusetts
$2.03M -$2.68K -41 -0.1%
PIM
1252
Penobscot Investment Management
Massachusetts
$2.03M +$27.1K +415 +1%
RFM
1253
Royal Fund Management
Florida
$2.03M +$477K +7,313 +29%
MGWM
1254
Marks Group Wealth Management
Minnesota
$2.02M -$5.22K -80 -0.2%
SLFPAM
1255
St. Louis Financial Planners Asset Management
Missouri
$2.02M +$4.05K +62 +0.2%
PCA
1256
Peddock Capital Advisors
Massachusetts
$2.02M
FNBOO
1257
First National Bank of Omaha
Nebraska
$2.02M +$82.2K +1,260 +4%
AF
1258
Arrow Financial
New York
$2.01M +$20.7K +317 +1%
RC
1259
Roundview Capital
New Jersey
$2.01M -$10.4K -159 -0.5%
SAI
1260
Savvy Advisors Inc
New York
$2.01M +$388K +5,942 +23%
PWS
1261
Proactive Wealth Strategies
Georgia
$2.01M +$48.6K +745 +2%
OWP
1262
Obermeyer Wealth Partners
Colorado
$1.99M +$15K +230 +0.7%
FIM
1263
Fruth Investment Management
Texas
$1.99M -$1.63K -25 -0.1%
AWA
1264
Aaron Wealth Advisors
Illinois
$1.99M +$19.8K +303 +1%
AWM
1265
Aprio Wealth Management
Georgia
$1.98M -$53.1K -814 -2%
RCM
1266
Raleigh Capital Management
North Carolina
$1.98M +$217K +3,317 +12%
LWL
1267
Leo Wealth LLC
Texas
$1.98M +$883K +13,529 +74%
MCP
1268
Martin Capital Partners
Oregon
$1.98M -$2.6M -39,862 -56%
BMWS
1269
Brady Martz Wealth Solutions
North Dakota
$1.97M +$2.08M +31,820 New
KFC
1270
Klingenstein Fields & Co
New York
$1.97M -$43.7K -670 -2%
KA
1271
Kovack Advisors
Florida
$1.97M -$30.9K -473 -1%
TCA
1272
Transcend Capital Advisors
New Jersey
$1.95M -$142K -2,181 -7%
RCAG
1273
Rehmann Capital Advisory Group
Michigan
$1.94M +$51K +782 +3%
AAG
1274
Armstrong Advisory Group
Massachusetts
$1.94M +$457 +7 +0%
XSC
1275
X-Square Capital
Puerto Rico
$1.94M +$27K +413 +1%

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.