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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
WFM
2001
Wolff Financial Management
Michigan
$684K -$72.4K -1,109 -9%
PWM
2002
Proathlete Wealth Management
Florida
$684K +$33.9K +520 +5%
OCM
2003
Orser Capital Management
Texas
$683K
KF
2004
Krilogy Financial
Missouri
$683K +$45K +690 +7%
RRA
2005
Round Rock Advisors
Connecticut
$682K +$142K +2,178 +25%
PGIM
2006
Pacific Global Investment Management
California
$682K -$5.75M -88,037 -89%
SLG
2007
Stanley-Laman Group
Pennsylvania
$681K +$105K +1,615 +17%
OL
2008
Owen LaRue
Kentucky
$678K +$52.9K +811 +8%
KJWM
2009
Kiley Juergens Wealth Management
Washington
$677K -$24.2K -371 -3%
CC
2010
Cadinha & Co
Hawaii
$676K -$169K -2,590 -19%
DOA
2011
D'Orazio & Associates
Virginia
$676K -$14K -215 -2%
AF
2012
Apexium Financial
Texas
$676K +$173K +2,652 +32%
PCP
2013
Proficio Capital Partners
Massachusetts
$675K +$224K +3,426 +46%
PWM
2014
Partners Wealth Management
California
$673K +$706K +10,812 New
MGWA
2015
Monument Group Wealth Advisors
Massachusetts
$673K
AC
2016
Apella Capital
Connecticut
$672K +$17.4K +267 +3%
WF
2017
WoodTrust Financial
Wisconsin
$672K +$196 +3 +0%
ECM
2018
Elgethun Capital Management
South Dakota
$671K +$17.5K +268 +3%
GWA
2019
Gratus Wealth Advisors
Virginia
$670K -$119K -1,818 -14%
TCM
2020
Thoma Capital Management
Maryland
$669K +$701K +10,738 New
IFWM
2021
Institute for Wealth Management
Colorado
$666K +$3.26K +50 +0.5%
NRG
2022
Nemes Rush Group
Michigan
$666K -$85.5K -1,310 -11%
BT
2023
Brandywine Trust
Delaware
$665K
LSA
2024
L & S Advisors
California
$664K -$30.2K -463 -4%
SCM
2025
Spreng Capital Management
Ohio
$663K -$20.2K -310 -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.