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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
AWAU
1901
Alliance Wealth Advisors (Utah)
Utah
$774K +$9.53K +146 +1%
CM
1902
Cornerstone Management
Georgia
$772K -$65 -1 -0%
SP
1903
Stonebrook Private
Michigan
$771K +$33.9K +519 +4%
JC
1904
JB Capital
Connecticut
$768K -$9.92K -152 -1%
SFG
1905
Seamount Financial Group
Colorado
$766K -$37.6K -576 -4%
MA
1906
MBA Advisors
Pennsylvania
$766K +$55.2K +845 +7%
CCWM
1907
Cassaday & Co Wealth Management
Virginia
$764K +$41.3K +632 +5%
AIM
1908
Alhambra Investment Management
Florida
$763K
RDWM
1909
Red Door Wealth Management
Tennessee
$763K +$104K +1,589 +15%
RFA
1910
Register Financial Advisors
Georgia
$762K -$3.39K -52 -0.4%
EC
1911
Enhancing Capital
Pennsylvania
$761K +$798K +12,230 New
RSWM
1912
Robertson Stephens Wealth Management
California
$761K -$43.6K -668 -5%
IP
1913
Ignite Planners
California
$761K -$12.3K -188 -2%
AWM
1914
Aries Wealth Management
Maine
$760K
OFS
1915
OneAscent Financial Services
Alabama
$759K -$6.07K -93 -0.8%
WA
1916
WealthTrust Axiom
Pennsylvania
$759K
MAWA
1917
Moss Adams Wealth Advisors
Washington
$759K +$45.1K +691 +6%
CH
1918
Cromwell Holdings
Wyoming
$759K
FPWM
1919
FSB Premier Wealth Management
Iowa
$758K +$31.2K +478 +4%
AFA
1920
AA Financial Advisors
Ohio
$757K +$13.8K +212 +2%
FCG
1921
Fielder Capital Group
Tennessee
$757K +$4.96K +76 +0.6%
AF
1922
Advisornet Financial
Minnesota
$755K -$48.4K -742 -6%
AWM
1923
Adams Wealth Management
Utah
$751K +$159K +2,429 +25%
CI
1924
CacheTech Inc
Utah
$751K +$159K +2,429 +25%
LA
1925
LM Advisors
California
$750K

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.