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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
RCWM
1751
Royal Capital Wealth Management
Indiana
$940K -$30.4K -466 -3%
PA
1752
Prossimo Advisors
California
$938K +$3.33K +51 +0.3%
TSW
1753
Thompson Siegel & Walmsley
Virginia
$934K
TSMHT
1754
Thurston Springer Miller Herd & Titak
Indiana
$931K +$15.9K +244 +2%
OHWA
1755
Oak Hill Wealth Advisors
Virginia
$929K +$974K +14,928 New
WBWA
1756
William B. Walkup & Associates
South Carolina
$926K -$7.83K -120 -0.8%
SFG
1757
SevenBridge Financial Group
Pennsylvania
$925K +$58.4K +894 +7%
MCM
1758
MV Capital Management
Maryland
$924K +$326 +5 +0%
RGF
1759
Retirement Guys Formula
Ohio
$922K +$88.4K +1,354 +10%
FAM
1760
Formidable Asset Management
Ohio
$922K -$8.16K -125 -0.8%
WA
1761
Wealth Alliance
New York
$921K +$8.03K +123 +0.8%
PB
1762
Pinnacle Bancorp
Nebraska
$921K -$5.22K -80 -0.5%
CBT
1763
Crews Bank & Trust
Florida
$920K +$965K +14,782 New
CA
1764
Continuum Advisory
Idaho
$920K -$18.1K -277 -2%
KFS
1765
Keynote Financial Services
Connecticut
$920K -$11.4K -175 -1%
IP
1766
Investment Partners
Ohio
$918K -$522 -8 -0.1%
ML
1767
McAdam LLC
Pennsylvania
$915K +$146K +2,230 +18%
BO
1768
Bank OZK
Arkansas
$915K -$53.7K -822 -5%
LAM
1769
Lummis Asset Management
Texas
$914K -$15K -230 -2%
MYIA
1770
Mount Yale Investment Advisors
Colorado
$912K +$296K +4,535 +45%
BFG
1771
Berger Financial Group
Minnesota
$908K -$118K -1,815 -11%
ECM
1772
Estabrook Capital Management
New York
$905K
Tudor Investment Corp
1773
Tudor Investment Corp
Connecticut
$904K -$4.04M -61,863 -81%
MFG
1774
Magnus Financial Group
New York
$904K +$35.8K +548 +4%
OL
1775
one8zero8 LLC
North Carolina
$903K +$947K +14,505 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.