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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
AC
1276
Avestar Capital
New York
$1.93M +$98.5K +1,509 +5%
ATC
1277
Adirondack Trust Company
New York
$1.93M -$4.7K -72 -0.2%
LCM
1278
Landscape Capital Management
New Jersey
$1.93M +$1.24M +19,036 +159%
GITFIT
1279
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.93M +$359K +5,500 +22%
CCP
1280
Clarkston Capital Partners
Michigan
$1.92M
FAM
1281
Fairtree Asset Management
South Africa
$1.92M +$2.02M +30,901 New
EB
1282
Exchange Bank
California
$1.92M
AF
1283
Atala Financial
California
$1.91M +$2M +30,677 New
ACMA
1284
Arbor Capital Management (Alaska)
Alaska
$1.9M +$35.4K +543 +2%
WAS
1285
Winch Advisory Services
Wisconsin
$1.89M +$172K +2,631 +9%
KFGK
1286
Keystone Financial Group (Kentucky)
Kentucky
$1.89M +$8.75K +134 +0.4%
MM
1287
Meridian Management
Arkansas
$1.88M -$9.4K -144 -0.5%
CTC
1288
Cetera Trust Company
Minnesota
$1.88M +$54.2K +830 +3%
CFG
1289
Chapman Financial Group
Hawaii
$1.88M +$1.97M +30,202 New
AFG
1290
Atomi Financial Group
New York
$1.88M +$239K +3,667 +14%
BWP
1291
BSW Wealth Partners
Colorado
$1.88M +$50.3K +770 +3%
VC
1292
Veracity Capital
Georgia
$1.87M -$33K -506 -2%
KFBMI
1293
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.87M
LSAG
1294
Lake Street Advisors Group
New Hampshire
$1.87M +$127K +1,946 +7%
DI
1295
Diligent Investors
California
$1.86M -$6.2K -95 -0.3%
APG
1296
Abacus Planning Group
South Carolina
$1.86M +$5.68K +87 +0.3%
RWP
1297
Ridgecrest Wealth Partners
California
$1.85M +$11.6K +177 +0.6%
APWA
1298
Atlas Private Wealth Advisors
New Jersey
$1.85M +$27K +413 +1%
WFS
1299
Walker Financial Services
Kentucky
$1.85M +$96.1K +1,472 +5%
BE
1300
Bonness Enterprises
District of Columbia
$1.84M

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.