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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
MCM
1376
Manchester Capital Management
Vermont
$1.63M -$395K -6,055 -19%
BB
1377
Bell Bank
North Dakota
$1.63M +$58.6K +898 +4%
PFM
1378
Premier Fund Managers
United Kingdom
$1.62M +$720K +11,025 +73%
HCM
1379
Howard Capital Management
Georgia
$1.62M +$104K +1,599 +7%
HCM
1380
Hall Capital Management
Rhode Island
$1.61M +$1.69M +25,937 New
GF
1381
Gries Financial
Ohio
$1.61M -$26K -399 -2%
FBT
1382
First Bank & Trust
South Dakota
$1.61M -$131K -2,003 -7%
XF
1383
XML Financial
Maryland
$1.61M +$74.8K +1,146 +5%
CGL
1384
Clarius Group LLC
Washington
$1.6M -$2.74K -42 -0.2%
VIP
1385
Vista Investment Partners
Oklahoma
$1.6M +$36K +551 +2%
TCM
1386
TD Capital Management
Tennessee
$1.59M +$1.24K +19 +0.1%
WG
1387
Wealth Group
North Carolina
$1.59M +$32.4K +497 +2%
BCP
1388
Blackhawk Capital Partners
Wisconsin
$1.59M +$418K +6,409 +34%
PFBT
1389
Parkside Financial Bank & Trust
Missouri
$1.59M +$2.55K +39 +0.2%
DJSG
1390
D.J. St. Germain
Massachusetts
$1.58M +$246K +3,774 +17%
NA
1391
Navellier & Associates
Nevada
$1.58M +$249K +3,817 +18%
CSI
1392
Clark & Stuart Inc
Maine
$1.58M +$1.66M +25,404 New
EGM
1393
Engineers Gate Manager
New York
$1.58M -$1.78M -27,237 -52%
LW
1394
Linscomb Wealth
Texas
$1.57M -$15.8K -242 -0.9%
CA
1395
Claro Advisors
Massachusetts
$1.57M +$2.22K +34 +0.1%
MSFS
1396
Main Street Financial Solutions
Pennsylvania
$1.57M -$1.58M -24,150 -49%
FRA
1397
Frank Rimerman Advisors
California
$1.57M -$719K -11,014 -30%
KP
1398
Keel Point
Alabama
$1.57M -$2.29K -35 -0.1%
SWA
1399
Stratos Wealth Advisors
Ohio
$1.56M -$41.8K -640 -2%
BFA
1400
Brown Financial Advisors
Ohio
$1.56M +$154K +2,355 +10%

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.