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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
SFO
1401
Stokes Family Office
Louisiana
$1.55M +$35.9K +550 +2%
SAG
1402
SageView Advisory Group
California
$1.55M -$81.3K -1,245 -5%
MMPW
1403
Mitchell McLeod Pugh & Williams
Alabama
$1.54M -$72.9K -1,117 -4%
AIA
1404
AIMZ Investment Advisors
California
$1.54M -$12.4K -190 -0.8%
IJWM
1405
Inman Jager Wealth Management
Mississippi
$1.54M +$1.61M +24,738 New
SSW
1406
Smith Shellnut Wilson
Mississippi
$1.54M -$14K -214 -0.9%
Dodge & Cox
1407
Dodge & Cox
California
$1.53M
HFBOT
1408
Home Federal Bank of Tennessee
Tennessee
$1.53M
BWAM
1409
Boyd Watterson Asset Management
Ohio
$1.53M
IIC
1410
Ironwood Investment Counsel
Arizona
$1.53M -$15.8K -242 -1%
OBGC
1411
O'Brien Greene & Co
Pennsylvania
$1.52M +$6.72K +103 +0.4%
BB
1412
Burford Brothers
Texas
$1.52M +$65 +1 +0%
NL
1413
Navalign LLC
California
$1.52M +$13.6K +208 +0.9%
CNC
1414
Citizens & Northern Corp
Pennsylvania
$1.52M +$41.5K +636 +3%
FC
1415
Financial Council
Maryland
$1.52M
ECA
1416
Elevate Capital Advisors
Colorado
$1.52M +$1.59M +24,348 New
SFS
1417
Stiles Financial Services
Minnesota
$1.51M -$89.4K -1,370 -5%
BAM
1418
Brave Asset Management
New Jersey
$1.51M -$4.9K -75 -0.3%
HIP
1419
Harrell Investment Partners
Texas
$1.51M
PHS
1420
Pekin Hardy Strauss
Illinois
$1.51M -$19.3K -296 -1%
SNBOSD
1421
Security National Bank of So Dak
Iowa
$1.5M -$11.4K -174 -0.7%
SCA
1422
STALEY CAPITAL ADVISERS
Pennsylvania
$1.5M
GB
1423
Goepper Burkhardt
South Carolina
$1.5M -$80.7K -1,236 -5%
SIM
1424
Stratos Investment Management
Ohio
$1.5M -$44.6K -683 -3%
MFA
1425
Mayflower Financial Advisors
Massachusetts
$1.49M +$80K +1,225 +5%

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.