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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
SFSG
1826
Sound Financial Strategies Group
Mississippi
$848K +$118K +1,811 +15%
SA
1827
Sovran Advisors
California
$846K +$890K +13,641 New
FFC
1828
First Financial Corp
Indiana
$846K
PTB
1829
Pioneer Trust Bank
Oregon
$845K +$44.8K +687 +5%
AWM
1830
Accurate Wealth Management
Florida
$845K +$100K +1,533 +12%
LAM
1831
L2 Asset Management
Massachusetts
$844K -$222K -3,401 -20%
NDSI
1832
Newman Dignan & Sheerar Inc
Rhode Island
$844K +$131 +2 +0%
HAS
1833
HBW Advisory Services
California
$842K +$109K +1,676 +14%
IF
1834
Intrua Financial
Texas
$841K -$232K -3,555 -21%
CPWM
1835
Cypress Point Wealth Management
Texas
$841K -$40.7K -623 -4%
MAM
1836
Morse Asset Management
Connecticut
$841K -$261K -4,000 -23%
SC
1837
Saybrook Capital
North Carolina
$837K
B
1838
Bellecapital
Switzerland
$836K +$60.1K +921 +7%
LPT
1839
Legacy Private Trust
Wisconsin
$835K -$9.2K -141 -1%
ES
1840
Eagle Strategies
New York
$834K +$15K +230 +2%
HPIA
1841
Hamilton Point Investment Advisors
North Carolina
$833K -$35.7K -547 -4%
LIM
1842
Longfellow Investment Management
Massachusetts
$833K -$55.9K -857 -6%
JFA
1843
JNBA Financial Advisors
Minnesota
$832K -$7.77K -119 -0.9%
UAG
1844
United Advisor Group
Ohio
$832K +$243K +3,717 +39%
IPW
1845
Invictus Private Wealth
Colorado
$832K -$26.7K -409 -3%
PBK
1846
Peoples Bank (Kansas)
Kansas
$832K -$2.09K -32 -0.2%
JFGIW
1847
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$832K +$361K +5,533 +73%
CT
1848
Clearstead Trust
Maine
$829K +$2.68K +41 +0.3%
PAM
1849
Peak Asset Management
Colorado
$829K -$104K -1,594 -11%
PPWP
1850
Premier Path Wealth Partners
New Jersey
$828K +$42.6K +652 +5%

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.