We are live on ! Find out more
KO icon

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
KLCM
1451
KG&L Capital Management
Louisiana
$1.45M +$634K +9,712 +72%
OWA
1452
Octavia Wealth Advisors
Ohio
$1.45M +$29.3K +449 +2%
SWM
1453
Segment Wealth Management
Texas
$1.44M +$1.24K +19 +0.1%
SXL
1454
Summit X LLC
Missouri
$1.44M -$18.5K -283 -1%
BFA
1455
Beaumont Financial Advisors
Massachusetts
$1.44M -$245K -3,749 -14%
AG
1456
AIA Group
Hong Kong
$1.43M -$1.07M -16,328 -42%
HNWAG
1457
High Net Worth Advisory Group
Florida
$1.43M -$128K -1,963 -8%
BFC
1458
Bedel Financial Consulting
Indiana
$1.43M -$24K -367 -2%
SIM
1459
Sentry Investment Management
Wisconsin
$1.43M -$152K -2,333 -9%
SSI
1460
Scott & Selber Inc
Texas
$1.43M -$27.9K -427 -2%
BCG
1461
BayBridge Capital Group
California
$1.43M +$65.2K +999 +5%
STA
1462
Smith Thornton Advisors
Alabama
$1.43M +$16.4K +251 +1%
CFFP
1463
Center for Financial Planning
Michigan
$1.42M -$20.2K -310 -1%
TPI
1464
Trust Point Inc
Wisconsin
$1.42M +$65.7K +1,006 +5%
IHL
1465
Investment House LLC
California
$1.42M -$65.3K -1,000 -4%
TA
1466
TCM Advisors
West Virginia
$1.42M
JWM
1467
JGP Wealth Management
Oregon
$1.42M +$6.79K +104 +0.5%
GCP
1468
GSA Capital Partners
United Kingdom
$1.41M +$536K +8,219 +57%
SPFA
1469
Summit Place Financial Advisors
New Jersey
$1.41M +$43K +658 +3%
IA
1470
Integrity Alliance
Iowa
$1.41M +$1.48M +22,597 New
CAM
1471
Claret Asset Management
Quebec, Canada
$1.41M -$51.6K -791 -3%
FRM
1472
Fox Run Management
Connecticut
$1.4M +$1.47M +22,521 New
PWSG
1473
Pacific Wealth Strategies Group
California
$1.39M +$23.3K +357 +2%
BAM
1474
Boyar Asset Management
New York
$1.39M +$131 +2 +0%
ACA
1475
Anchor Capital Advisors
Massachusetts
$1.39M -$339K -5,190 -19%

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.