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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
FWP
1601
FAS Wealth Partners
Kansas
$1.14M -$38.7K -593 -3%
HAM
1602
Harmony Asset Management
Arizona
$1.14M -$56.7K -868 -5%
ONST
1603
Old North State Trust
North Carolina
$1.14M -$19.6K -300 -2%
MC
1604
Martin & Co
Tennessee
$1.14M -$53.3K -816 -4%
TIAAOA
1605
Teachers Insurance & Annuity Association of America
New York
$1.14M
AT
1606
American Trust
Kentucky
$1.14M +$44.9K +688 +4%
FVWA
1607
Foster Victor Wealth Advisors
South Carolina
$1.14M +$269K +4,123 +29%
DWM
1608
Darwin Wealth Management
Florida
$1.13M -$227K -3,485 -16%
FA
1609
Fiduciary Alliance
South Carolina
$1.13M +$555K +8,499 +88%
PFT
1610
Providence First Trust
Arizona
$1.13M -$13.1K -200 -1%
TAM
1611
Townsend Asset Management
North Carolina
$1.13M -$105K -1,601 -8%
BPC
1612
Bearing Point Capital
Minnesota
$1.13M +$1.18M +18,125 New
CG
1613
Corundum Group
Colorado
$1.13M +$498K +7,623 +73%
MW
1614
Marcum Wealth
Ohio
$1.13M +$20.4K +313 +2%
WCM
1615
Windsor Capital Management
Arizona
$1.12M -$56.5K -866 -5%
GLA
1616
Great Lakes Advisors
Illinois
$1.12M +$205K +3,148 +21%
BWA
1617
Beam Wealth Advisors
Louisiana
$1.12M +$120K +1,833 +11%
PCA
1618
Private Capital Advisors
Connecticut
$1.12M
VI
1619
Versor Investments
New York
$1.12M +$43.9K +673 +4%
PTC
1620
Philadelphia Trust Company
Pennsylvania
$1.12M -$41.3K -632 -3%
CPBTD
1621
Central Pacific Bank - Trust Division
Hawaii
$1.12M -$526K -8,064 -31%
ORC
1622
O'Rourke & Company
Massachusetts
$1.12M -$52.7K -808 -4%
HWA
1623
Heartwood Wealth Advisors
Virginia
$1.12M -$849 -13 -0.1%
EBA
1624
Eagle Bay Advisors
New York
$1.12M -$330K -5,058 -22%
LWAM
1625
Legacy Wealth Asset Management
Minnesota
$1.12M -$2.68K -41 -0.2%

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.