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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
AL
1701
Aspiriant LLC
California
$1.02M -$39.6K -607 -4%
RBC
1702
Romano Brothers & Co
Illinois
$1.02M -$2.68K -41 -0.2%
ECM
1703
EagleClaw Capital Management
Massachusetts
$1.02M
CCP
1704
Cassia Capital Partners
North Carolina
$1.02M +$311K +4,769 +41%
CHAM
1705
Clear Harbor Asset Management
Connecticut
$1.01M +$1.63K +25 +0.2%
CB
1706
CNB Bank
Pennsylvania
$1.01M -$11.8K -180 -1%
MAM
1707
Mystic Asset Management
Rhode Island
$1.01M +$395K +6,045 +60%
MA
1708
MCF Advisors
Kentucky
$1.01M +$17.1K +262 +2%
SWMG
1709
Signature Wealth Management Group
Georgia
$1.01M +$51.4K +787 +5%
TCM
1710
Telos Capital Management
California
$1.01M -$151K -2,319 -13%
EWA
1711
EverSource Wealth Advisors
Alabama
$1.01M +$44.2K +677 +4%
APA
1712
Astoria Portfolio Advisors
New York
$1M +$518K +7,928 +96%
PWPS
1713
Pinnacle Wealth Planning Services
Ohio
$1M -$201K -3,084 -16%
MTIC
1714
Missouri Trust & Investment Company
Missouri
$1M +$3.26K +50 +0.3%
RF
1715
Roxbury Financial
New Jersey
$999K +$1.02M +15,588 New
AIP
1716
Almanack Investment Partners
Pennsylvania
$994K +$487K +7,459 +88%
CCG
1717
Coastwise Capital Group
California
$994K +$3K +46 +0.3%
ERIM
1718
Eagle Ridge Investment Management
Connecticut
$990K -$2.22K -34 -0.2%
QC
1719
Quantessence Capital
New York
$989K +$1.04M +15,885 New
PFGIA
1720
Patriot Financial Group Insurance Agency
Massachusetts
$988K +$71.5K +1,096 +7%
JSC
1721
Jackson Square Capital
California
$985K -$7.7K -118 -0.7%
MPPW
1722
Mitchell & Pahl Private Wealth
Oklahoma
$984K -$40.5K -621 -4%
VFA
1723
Voya Financial Advisors
Connecticut
$983K -$28.7K -439 -3%
SWIG
1724
Strategic Wealth Investment Group
Kentucky
$982K -$132K -2,020 -11%
CWM
1725
Calamos Wealth Management
Illinois
$982K +$13.8K +211 +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.