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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
AIA
1676
Angeles Investment Advisors
California
$1.05M -$75.8K -1,162 -6%
QWP
1677
Quotient Wealth Partners
Texas
$1.05M -$108K -1,649 -9%
AFIA
1678
America First Investment Advisors
Nebraska
$1.05M
MFG
1679
MidWestOne Financial Group
Iowa
$1.05M
BCM
1680
Blume Capital Management
California
$1.05M -$10.6K -163 -1%
GCM
1681
Gladius Capital Management
Illinois
$1.04M -$334K -5,112 -23%
IWA
1682
Icon Wealth Advisors
Texas
$1.04M -$6.92K -106 -0.6%
BCA
1683
Bray Capital Advisors
Florida
$1.04M
AP
1684
Appleton Partners
Massachusetts
$1.04M -$10.8K -165 -1%
CAGAS
1685
Capital Advisory Group Advisory Services
Minnesota
$1.04M +$296K +4,527 +37%
4WM
1686
49 Wealth Management
Texas
$1.04M +$18.5K +283 +2%
EA
1687
Everpar Advisors
Oklahoma
$1.04M -$22.8K -349 -2%
HWA
1688
Heritage Wealth Advisors
Virginia
$1.03M +$457 +7 +0%
ALAM
1689
Asahi Life Asset Management
Japan
$1.03M -$245K -3,747 -18%
SIAP
1690
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M +$46K +704 +4%
BMM
1691
Buffington Mohr McNeal
Idaho
$1.03M +$45K +689 +4%
MSWM
1692
McGlone Suttner Wealth Management
Wisconsin
$1.03M +$88.7K +1,359 +9%
MCM
1693
Mainstay Capital Management
Michigan
$1.03M
AWM
1694
Allen Wealth Management
North Carolina
$1.03M -$29.4K -450 -3%
BTWM
1695
Baker Tilly Wealth Management
Wisconsin
$1.03M -$26.5K -406 -2%
CG
1696
CFO4Life Group
Texas
$1.03M +$25.6K +392 +2%
MJRIC
1697
Mogy Joel R Investment Counsel
California
$1.03M
HP
1698
Hilltop Partners
Indiana
$1.03M +$189K +2,898 +21%
LJAC
1699
L.J. Altfest & Co
New York
$1.02M -$615K -9,429 -36%
SNBOSCI
1700
Security National Bank of Sioux City Iowa
Iowa
$1.02M -$13.4K -205 -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.