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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
BWP
1776
Barlow Wealth Partners
Kentucky
$899K +$2.09K +32 +0.2%
WP
1777
Westmount Partners
California
$894K -$29.5K -452 -3%
MSS
1778
Mitchell Sinkler & Starr
Pennsylvania
$891K -$999K -15,308 -52%
FZCM
1779
Flynn Zito Capital Management
New York
$887K -$27K -414 -3%
NAM
1780
NorthCrest Asset Manangement
Minnesota
$885K +$39.2K +600 +4%
TWA
1781
Talisman Wealth Advisors
New Jersey
$883K +$5.55K +85 +0.6%
GSEP
1782
Golden State Equity Partners
California
$882K +$491K +7,527 +113%
GRQ
1783
Gardner Russo & Quinn
Pennsylvania
$878K -$27.7K -425 -3%
AFP
1784
Ausdal Financial Partners
Iowa
$878K +$108K +1,661 +13%
AP
1785
Adero Partners
California
$877K +$432K +6,614 +89%
GEA
1786
Glen Eagle Advisors
New Jersey
$875K -$7.83K -120 -0.8%
OFG
1787
Oxford Financial Group
Indiana
$875K -$25.6K -392 -3%
CFS
1788
CRA Financial Services
New Jersey
$873K +$16.8K +257 +2%
AFA
1789
American Financial Advisors
Georgia
$873K +$3.13K +48 +0.3%
AI
1790
Accredited Investors
Minnesota
$873K +$7.96K +122 +0.9%
CCA
1791
Childress Capital Advisors
Texas
$872K -$34.2K -524 -4%
CBT
1792
CoreFirst Bank & Trust
Kansas
$872K +$14.8K +227 +2%
AAP
1793
Aristotle Atlantic Partners
Florida
$872K
CAM
1794
Cidel Asset Management
Ontario, Canada
$868K +$13.1K +201 +1%
LA
1795
Lifeworks Advisors
Michigan
$868K +$20.2K +310 +2%
BEC
1796
Blue Edge Capital
Virginia
$868K
JWWM
1797
Johnson & White Wealth Management
Pennsylvania
$866K +$914K +13,997 New
WAG
1798
Wiser Advisor Group
Arizona
$865K +$24.6K +377 +3%
LIM
1799
Lathrop Investment Management
Arkansas
$864K -$89.8K -1,375 -9%
DA
1800
Doliver Advisors
Texas
$864K +$8.62K +132 +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.