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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
OPA
1976
Old Port Advisors
Maine
$700K -$97K -1,486 -12%
OFS
1977
OMC Financial Services
New York
$699K -$9.79K -150 -1%
FMTCOCP
1978
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$699K
MWA
1979
Medallion Wealth Advisors
Connecticut
$699K +$681K +10,431 New
MFWP
1980
Mosaic Family Wealth Partners
Missouri
$698K +$76.4K +1,170 +12%
PIP
1981
Peachtree Investment Partners
Florida
$697K +$10.2K +157 +1%
AF
1982
Aldebaran Financial
$697K -$31.4K -481 -4%
NPF
1983
Norris Perne & French
Michigan
$696K -$9.27K -142 -1%
PWAM
1984
Pinnacle West Asset Management
Wyoming
$696K +$3.26K +50 +0.4%
BSB
1985
Bangor Savings Bank
Maine
$696K -$6.98K -107 -0.9%
DA
1986
Dover Advisors
Virginia
$695K
WAC
1987
William Allan Corp
Colorado
$694K +$8.75K +134 +1%
CFS
1988
Commonwealth Financial Services
West Virginia
$694K +$16.6K +254 +2%
CL
1989
COWA LLC
Oklahoma
$693K +$7.25K +111 +1%
MME
1990
Meag Munich Ergo
Germany
$691K
KMWM
1991
Keudell/Morrison Wealth Management
Oregon
$691K +$29.3K +449 +4%
FBB
1992
Fulton Breakefield Broenniman
Maryland
$690K -$36K -552 -5%
PPH
1993
Pure Portfolios Holdings
Oregon
$690K +$979 +15 +0.1%
HCP
1994
Hardin Capital Partners
South Carolina
$689K +$196 +3 +0%
AAM
1995
Alken Asset Management
United Kingdom
$689K +$725K +11,100 New
FHC
1996
First Heartland Consultants
Missouri
$689K +$92.8K +1,421 +15%
SMG
1997
Smart Money Group
Texas
$689K +$69.9K +1,071 +11%
WIC
1998
Willis Investment Counsel
Georgia
$687K
JWCA
1999
J.W. Coons Advisors
Ohio
$687K -$10.4K -160 -1%
CWM
2000
Challenger Wealth Management
California
$685K +$718K +11,005 New

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.