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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
WFI
1726
West Family Investments
California
$981K +$136K +2,076 +15%
LMKC
1727
L.M. Kohn & Company
Ohio
$980K +$1.57K +24 +0.2%
GFP
1728
Gryphon Financial Partners
Ohio
$979K -$84.2K -1,290 -8%
HIA
1729
Harbor Investment Advisory
Maryland
$979K -$37.9K -581 -4%
TFA
1730
Transamerica Financial Advisors
Florida
$978K +$142K +2,183 +16%
CWM
1731
Cahaba Wealth Management
Georgia
$978K -$15.3K -234 -1%
WI
1732
WrapManager Inc
California
$973K +$38.6K +591 +4%
PAG
1733
Powers Advisory Group
Illinois
$971K +$1.11K +17 +0.1%
GAAM
1734
Guinness Atkinson Asset Management
California
$966K +$192K +2,938 +23%
HBW
1735
Hazlett, Burt & Watson
West Virginia
$963K +$92.3K +1,414 +10%
FH
1736
Financial Harvest
Florida
$962K +$1.01M +15,457 New
HC
1737
Hendley & Co
Ohio
$960K
OWA
1738
Opal Wealth Advisors
New York
$959K -$457 -7 -0%
ECM
1739
Exchange Capital Management
Michigan
$956K -$42K -644 -4%
TWM
1740
Thrive Wealth Management
Pennsylvania
$956K -$24K -368 -2%
FCMT
1741
Founders Capital Management (Texas)
Texas
$953K -$111K -1,708 -10%
AWM
1742
Angeles Wealth Management
California
$951K +$102K +1,556 +11%
GG
1743
Gleason Group
Kentucky
$951K +$14.2K +217 +1%
BDFN
1744
Bond & Devick Financial Network
Minnesota
$950K
HL
1745
HeadInvest LLC
Maine
$950K +$98.3K +1,506 +11%
FB
1746
Finward Bancorp
Indiana
$947K +$993K +15,210 New
KIM
1747
Kestra Investment Management
Texas
$945K +$5.16K +79 +0.5%
IIM
1748
InTrack Investment Management
Vermont
$944K +$249K +3,811 +33%
CIG
1749
Cullen Investment Group
Louisiana
$942K +$34.7K +532 +4%
BA
1750
Bridgewater Advisors
New York
$941K -$35.9K -550 -4%

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.