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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
IA
1551
IFC Advisors
California
$1.24M +$1.3M +19,926 New
EFG
1552
Everhart Financial Group
Ohio
$1.24M -$55.5K -851 -4%
WCM
1553
Winebrenner Capital Management
Kentucky
$1.24M +$1.3M +19,900 New
BMC
1554
Beaton Management Company
Massachusetts
$1.24M -$1.31K -20 -0.1%
IA
1555
Inspire Advisors
Idaho
$1.24M +$1.3M +19,849 New
SWM
1556
Sugarloaf Wealth Management
Georgia
$1.23M +$125K +1,911 +11%
NONA
1557
Ninety One North America
New York
$1.23M -$169K -2,584 -12%
GSB
1558
Greenfield Savings Bank
Massachusetts
$1.23M +$80K +1,225 +7%
PCH
1559
PGIM Custom Harvest
New Jersey
$1.23M -$55.8K -855 -4%
PA
1560
Promethium Advisors
Maryland
$1.23M +$36.4K +558 +3%
TCM
1561
Tang Capital Management
California
$1.23M +$479K +7,341 +59%
FL
1562
FreeGulliver LLC
Louisiana
$1.23M -$47.8K -733 -4%
BC
1563
Bridgefront Capital
Texas
$1.22M +$1.28M +19,602 New
GIO
1564
Galilei Investment Office
United Kingdom
$1.22M +$1.28M +19,577 New
BLC
1565
Brown, Lisle/Cummings
Rhode Island
$1.21M +$59K +904 +5%
1SB
1566
1ST Source Bank
Indiana
$1.21M -$26.4K -405 -2%
MCM
1567
Monument Capital Management
Virginia
$1.21M +$155K +2,376 +14%
CAMG
1568
CWA Asset Management Group
Florida
$1.21M +$177K +2,706 +16%
NFA
1569
Northern Financial Advisors
Michigan
$1.21M +$6.4K +98 +0.5%
KFS
1570
Kurt F. Somerville
$1.21M -$73.1K -1,120 -5%
KC
1571
Knuff & Co
California
$1.21M -$126K -1,934 -9%
RWB
1572
RMR Wealth Builders
New Jersey
$1.2M -$1.14M -17,529 -48%
WW
1573
Waterfront Wealth
Kansas
$1.2M +$45.6K +699 +4%
CastleKeep Investment Advisors
1574
CastleKeep Investment Advisors
Connecticut
$1.2M +$142K +2,169 +13%
BFC
1575
Blue Fin Capital
Rhode Island
$1.19M +$1.63K +25 +0.1%

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.