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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
MMG
1851
Monetary Management Group
Missouri
$827K -$2.61K -40 -0.3%
NHT
1852
New Hampshire Trust
New Hampshire
$827K -$11.6K -178 -1%
AA
1853
ACT Advisors
North Carolina
$825K -$4.11K -63 -0.5%
AOWM
1854
Alpha Omega Wealth Management
Virginia
$824K -$29.4K -451 -3%
CBT
1855
Central Bank & Trust
Kentucky
$822K -$3.26K -50 -0.4%
TM
1856
TigerOak Management
New Mexico
$821K +$861K +13,193 New
PPC
1857
Park Place Capital
Alabama
$821K -$127K -1,947 -13%
CRIG
1858
Charter Research & Investment Group
Connecticut
$820K
AAP
1859
Arax Advisory Partners
Colorado
$819K +$590K +9,039 +220%
RA
1860
Ransom Advisory
Rhode Island
$817K +$65.3K +1,000 +8%
BI
1861
Ballast Inc
Kentucky
$817K -$16.3K -250 -2%
RF
1862
Robbins Farley
New Hampshire
$816K +$26.2K +402 +3%
AG
1863
Advocate Group
Minnesota
$816K
ATWA
1864
Arbor Trust Wealth Advisors
Michigan
$814K -$2.09K -32 -0.2%
CWM
1865
Chemistry Wealth Management
New York
$814K
NI
1866
NFC Investments
Tennessee
$813K
PL
1867
Plancorp LLC
Missouri
$812K +$74.4K +1,140 +10%
WC
1868
Wexford Capital
Florida
$812K -$70K -1,073 -8%
WAAG
1869
Wealth Alliance Advisory Group
Kansas
$810K -$67.3K -1,031 -7%
MIC
1870
Meridian Investment Counsel
California
$806K +$87.5K +1,340 +12%
MAM
1871
Montchanin Asset Management
Delaware
$805K
SLT
1872
St Louis Trust
Missouri
$805K
AWM
1873
Accredited Wealth Management
Kentucky
$802K +$841K +12,889 New
SW
1874
SkyOak Wealth
Michigan
$802K -$6.4K -98 -0.8%
FFBTD
1875
First Financial Bank - Trust Division
Ohio
$799K +$22.9K +351 +3%

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.