We are live on ! Find out more
KO icon

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
RPGK
1926
Retirement Planning Group (Kansas)
Kansas
$749K +$3.13K +48 +0.4%
LOIP
1927
Live Oak Investment Partners
Texas
$747K
CPC
1928
Congress Park Capital
New York
$746K +$19.6K +300 +3%
SIC
1929
Sterling Investment Counsel
New York
$746K -$1.85M -28,378 -70%
RAM
1930
Redmond Asset Management
Virginia
$746K +$582K +8,918 +292%
SIA
1931
Sit Investment Associates
Minnesota
$744K
MA
1932
MJP Associates
Connecticut
$743K +$2.35K +36 +0.3%
FDS
1933
First Dallas Securities
Texas
$742K -$4.63K -71 -0.6%
LFP
1934
Lakeshore Financial Planning
Michigan
$741K -$5.03K -77 -0.6%
BONST
1935
Bank of Nova Scotia Trust
Ontario, Canada
$740K -$326 -5 -0%
AP
1936
Atwood & Palmer
Missouri
$739K -$1.04K -16 -0.1%
CCFM
1937
Clear Creek Financial Management
Washington
$738K +$45.1K +691 +6%
CWM
1938
Connecticut Wealth Management
Connecticut
$738K -$1.76K -27 -0.2%
HI
1939
Hendershot Investments
Virginia
$738K
MIM
1940
Morningstar Investment Management
Illinois
$736K +$52.5K +805 +7%
TWM
1941
Trueblood Wealth Management
Ohio
$736K -$5.22K -80 -0.7%
DFG
1942
Delta Financial Group
New Jersey
$734K +$769K +11,782 New
SFG
1943
Sovereign Financial Group
Connecticut
$733K -$28.1K -431 -4%
RYIA
1944
Roehl & Yi Investment Advisors
Oregon
$731K +$767K +11,747 New
FS
1945
Ferguson Shapiro
Georgia
$731K -$29K -445 -4%
TCWA
1946
Turtle Creek Wealth Advisors
Texas
$731K +$149K +2,276 +24%
BZWA
1947
Blue Zone Wealth Advisors
California
$728K +$763K +11,685 New
KPP
1948
Kings Path Partners
Texas
$727K -$162K -2,480 -18%
FIB
1949
First Interstate Bank
Montana
$726K -$44.7K -685 -6%
LIA
1950
LS Investment Advisors
Michigan
$725K

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.