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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
CFP
1501
Catalyst Financial Partners
Massachusetts
$1.35M +$55.1K +844 +4%
LNB
1502
Ledyard National Bank
$1.34M +$157K +2,398 +13%
AWM
1503
Avior Wealth Management
Nebraska
$1.34M +$45.1K +691 +3%
AIS
1504
AM Investment Strategies
Tennessee
$1.33M -$9.6K -147 -0.7%
BCA
1505
Bay Colony Advisors
Massachusetts
$1.33M +$1.31K +20 +0.1%
SMA
1506
Sage Mountain Advisors
Georgia
$1.33M +$34.5K +528 +3%
KIG
1507
Kennedy Investment Group
New Jersey
$1.33M -$18.2K -279 -1%
LT
1508
Lindsell Train
United Kingdom
$1.31M
AFS
1509
Access Financial Services
Minnesota
$1.31M -$3.79K -58 -0.3%
AB
1510
Atlas Brown
Kentucky
$1.31M +$10.8K +166 +0.8%
SHWM
1511
Smith & Howard Wealth Management
Georgia
$1.31M -$16.8K -257 -1%
CCM
1512
Canal Capital Management
Virginia
$1.31M +$887K +13,593 +183%
AWM
1513
Avitas Wealth Management
California
$1.31M +$6.53K +100 +0.5%
HSA
1514
Hussman Strategic Advisors
Maryland
$1.31M +$685K +10,500 +100%
WEG
1515
World Equity Group
Illinois
$1.31M +$12.3K +189 +0.9%
CAM
1516
Congress Asset Management
Massachusetts
$1.3M +$1.37M +20,951 New
LHC
1517
Little House Capital
Massachusetts
$1.3M +$335K +5,129 +33%
SL
1518
Salomon & Ludwin
Virginia
$1.3M -$52.2K -800 -4%
SA
1519
Strategic Advisors
New York
$1.3M +$71K +1,088 +5%
FC
1520
FORA Capital
Florida
$1.3M +$1.36M +20,872 New
IIC
1521
Integrated Investment Consultants
Michigan
$1.3M +$992K +15,204 +269%
AF
1522
Aviso Financial
Ontario, Canada
$1.3M +$261 +4 +0%
RGI
1523
River Global Investors
United Kingdom
$1.3M -$1.4M -21,436 -51%
WWA
1524
WCG Wealth Advisors
Nevada
$1.29M +$8.09K +124 +0.6%
FFA
1525
Founders Financial Alliance
North Carolina
$1.29M +$14.7K +225 +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.