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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
MEAC
1351
M.E. Allison & Co
Texas
$1.68M +$1.76M +27,008 New
SB
1352
SIG Brokerage
New York
$1.68M +$1.76M +26,985 New
PWA
1353
Providence Wealth Advisors
Illinois
$1.68M -$34.3K -525 -2%
SWMG
1354
Stillwater Wealth Management Group
Florida
$1.68M +$1.76M +26,914 New
HI
1355
Hudock Inc
Pennsylvania
$1.68M -$326 -5 -0%
LA
1356
Legacy Advisors
Pennsylvania
$1.68M -$1.05M -16,119 -37%
CCWM
1357
Correct Capital Wealth Management
Missouri
$1.67M +$136K +2,085 +8%
IAIM
1358
International Assets Investment Management
Florida
$1.66M -$112M -1,717,402 -98%
NFSG
1359
Newbridge Financial Services Group
Florida
$1.66M +$668K +10,240 +62%
EF
1360
Exeter Financial
Arizona
$1.66M -$105K -1,602 -6%
AWAG
1361
ARS Wealth Advisors Group
Florida
$1.66M +$952K +14,584 +121%
PWW
1362
Pettyjohn Wood & White
Virginia
$1.65M +$52.2K +800 +3%
BCM
1363
Boltwood Capital Management
California
$1.65M -$9.14K -140 -0.5%
Jennison Associates
1364
Jennison Associates
New York
$1.65M -$243K -3,722 -12%
BFA
1365
Beacon Financial Advisory
Ohio
$1.65M +$761K +11,656 +78%
CFMC
1366
Curbstone Financial Management Corp
New Hampshire
$1.65M +$51.7K +792 +3%
AIIMS
1367
Analyst IMS Investment Management Services
Israel
$1.64M +$320K +4,902 +23%
FWCM
1368
Ferguson Wellman Capital Management
Oregon
$1.64M +$72.1K +1,104 +4%
BHC
1369
Bowen Hanes & Co
Florida
$1.64M -$10.1K -155 -0.6%
KTC
1370
Kentucky Trust Company
Kentucky
$1.64M +$1.72M +26,369 New
LC
1371
Lindbrook Capital
California
$1.64M -$11.5K -176 -0.7%
CAM
1372
Cypress Asset Management
Texas
$1.63M -$467K -7,151 -22%
WCM
1373
Weaver Capital Management
Georgia
$1.63M -$17.6K -270 -1%
AMIM
1374
Aull & Monroe Investment Management
Alabama
$1.63M -$68.2K -1,045 -4%
TIM
1375
Tevis Investment Management
Texas
$1.63M +$2.29K +35 +0.1%

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.