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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
AGP
1526
Autumn Glory Partners
Texas
$1.29M -$557K -8,533 -29%
JSL
1527
JT Stratford LLC
Georgia
$1.29M -$23.9K -366 -2%
WGAM
1528
Wilkinson Global Asset Management
New York
$1.29M
HFS
1529
Heritage Financial Services
Massachusetts
$1.29M -$27.9K -428 -2%
PFSC
1530
Peoples Financial Services Corp
Pennsylvania
$1.29M -$61.2K -937 -4%
LAIC
1531
Lederer & Associates Investment Counsel
California
$1.28M
ESB
1532
Essex Savings Bank
Connecticut
$1.28M +$127K +1,940 +10%
CFD
1533
Creative Financial Designs
Indiana
$1.27M -$18.2K -279 -1%
V
1534
VeraBank
Texas
$1.27M -$12.1K -186 -0.9%
BL
1535
Balentine LLC
Georgia
$1.27M -$528K -8,085 -28%
RAM
1536
Readystate Asset Management
Illinois
$1.27M +$1.33M +20,368 New
TPA
1537
Trivium Point Advisory
Connecticut
$1.27M +$141K +2,163 +12%
BFO
1538
Biltmore Family Office
North Carolina
$1.26M -$10.4K -159 -0.8%
HA
1539
Hanover Advisors
South Carolina
$1.26M
BCP
1540
Berkeley Capital Partners
Georgia
$1.26M +$6.2K +95 +0.5%
MPI
1541
Mairs & Power Inc
Minnesota
$1.26M +$62K +950 +5%
MFWM
1542
Motley Fool Wealth Management
Virginia
$1.26M -$134K -2,057 -9%
BW
1543
Bison Wealth
Georgia
$1.26M -$468K -7,167 -26%
EWM
1544
EPG Wealth Management
Georgia
$1.26M -$22.9K -351 -2%
PCS
1545
Personal CFO Solutions
New Jersey
$1.25M +$31.1K +477 +2%
MLA
1546
My Legacy Advisors
Oregon
$1.25M -$31.7K -486 -2%
MI
1547
Motiv8 Investments
Florida
$1.25M +$329K +5,045 +34%
PIM
1548
Pinnacle Investment Management
Hong Kong
$1.25M +$1.31M +20,000 New
RIL
1549
Rothschild Investment LLC
Illinois
$1.24M -$79.6K -1,219 -6%
DMBA
1550
Deseret Mutual Benefit Administrators
Utah
$1.24M -$26.1K -400 -2%

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.