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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
BPCE
1576
Bank Pictet & Cie (Europe)
Germany
$1.19M +$135K +2,072 +12%
BFW
1577
Brady Family Wealth
Missouri
$1.19M -$33.2K -508 -3%
BTC
1578
Bank & Trust Company
Illinois
$1.19M -$10.9K -167 -0.9%
FCB
1579
First County Bank
Connecticut
$1.19M -$277K -4,242 -18%
HCM
1580
HMS Capital Management
Tennessee
$1.19M -$14.6K -223 -1%
ST
1581
Smithfield Trust
Pennsylvania
$1.19M -$63K -965 -5%
DAM
1582
Delta Asset Management
Tennessee
$1.18M +$522 +8 +0%
SQA
1583
Simon Quick Advisors
New Jersey
$1.18M -$39.9K -611 -3%
GWM
1584
GSB Wealth Management
Connecticut
$1.18M +$31.5K +482 +3%
MIC
1585
Means Investment Company
Maine
$1.18M +$58.2K +891 +5%
HW
1586
Hedeker Wealth
Illinois
$1.17M +$18K +275 +1%
CF
1587
Claris Financial
Virginia
$1.17M +$1.23M +18,823 New
AF
1588
Alerus Financial
North Dakota
$1.17M -$2.22K -34 -0.2%
CWP
1589
Core Wealth Partners
California
$1.17M
WA
1590
WBH Advisory
Maryland
$1.17M -$165K -2,523 -12%
CAC
1591
Core Alternative Capital
Georgia
$1.16M +$3.2K +49 +0.3%
ZIG
1592
Zullo Investment Group
Pennsylvania
$1.16M +$12.5K +192 +1%
FTC
1593
Farmers Trust Company
Ohio
$1.16M -$18.3K -280 -1%
HDA
1594
Harold Davidson & Associates
California
$1.16M +$1.21M +18,576 New
MFP
1595
Meridian Financial Partners
Virginia
$1.16M +$39.9K +611 +3%
RMDI
1596
R.M. Davis Inc
Maine
$1.15M +$63.4K +972 +6%
HVP
1597
Hudson Value Partners
Florida
$1.15M -$105K -1,615 -8%
WF
1598
WinCap Financial
Massachusetts
$1.15M +$1.21M +18,463 New
CCG
1599
Ceeto Capital Group
Florida
$1.14M
SWM
1600
Sendero Wealth Management
Texas
$1.14M

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.