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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
GSC
1651
G&S Capital
Colorado
$1.08M -$8.75K -134 -0.8%
AA
1652
Advisory Alpha
Michigan
$1.08M +$41.6K +637 +4%
TPWA
1653
TRUE Private Wealth Advisors
Oregon
$1.08M +$817K +12,523 +262%
AA
1654
Armis Advisers
Georgia
$1.08M +$1.13M +17,288 New
WP
1655
WealthShield Partners
North Carolina
$1.07M -$49.4K -757 -4%
FCAS
1656
First Command Advisory Services
Texas
$1.07M +$61.8K +946 +6%
CFA
1657
Capstone Financial Advisors
Illinois
$1.07M +$12.7K +194 +1%
CSB
1658
City State Bank
Iowa
$1.07M -$16.1K -247 -1%
AWM
1659
Aberdeen Wealth Management
Illinois
$1.07M -$9.6K -147 -0.8%
DS
1660
DRW Securities
Illinois
$1.07M +$836K +12,808 +295%
NRI
1661
NFP Retirement Inc
California
$1.07M +$67K +1,026 +6%
RLWM
1662
RF&L Wealth Management
Massachusetts
$1.07M
VWM
1663
Venturi Wealth Management
Texas
$1.07M +$792K +12,130 +243%
CANC
1664
Culbertson A N & Co
Virginia
$1.07M +$6.53K +100 +0.6%
BA
1665
Ballast Advisors
Minnesota
$1.06M +$3.33K +51 +0.3%
WSC
1666
Wellington Shields & Co
New York
$1.06M
CFG
1667
Cooper Financial Group
California
$1.06M +$96.1K +1,472 +9%
WA
1668
Waddell & Associates
Tennessee
$1.06M -$226K -3,455 -17%
SP
1669
Successful Portfolios
Florida
$1.06M +$131 +2 +0%
PCMM
1670
Piedmont Capital Management (Montana)
Montana
$1.06M -$4.76K -73 -0.4%
ZI
1671
ZEGA Investments
Florida
$1.06M +$1.12M +17,101 New
WA
1672
WESPAC Advisors
California
$1.05M -$176K -2,699 -14%
TF
1673
Trek Financial
Arizona
$1.05M +$820K +12,555 +287%
CFCI
1674
Comprehensive Financial Consultants Institutional
Indiana
$1.05M -$9.92K -152 -0.9%
RMP
1675
Richards, Merrill & Peterson
Washington
$1.05M +$1.1M +16,874 New

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.