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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
GWM
2026
Gray Wealth Management
Maine
$662K +$3.2K +49 +0.5%
BWA
2027
BlueChip Wealth Advisors
Georgia
$662K -$16.9K -259 -2%
JSW
2028
Journey Strategic Wealth
New Jersey
$661K -$35.4K -543 -5%
EFSCE
2029
Enterprise Financial Services Corp (EFSC)
Missouri
$660K +$13.9K +213 +2%
MTIM
2030
Marathon Trading Investment Management
Pennsylvania
$660K +$692K +10,600 New
TW
2031
TrinityPoint Wealth
Connecticut
$660K +$33.4K +512 +5%
IC
2032
Iconiq Capital
California
$660K +$21.1K +324 +3%
ZF
2033
Zhang Financial
Michigan
$659K +$45.3K +694 +7%
RIA
2034
Richwood Investment Advisors
Ohio
$658K +$39.3K +602 +6%
DWM
2035
Drive Wealth Management
Utah
$658K +$24.6K +377 +4%
RIS
2036
Retirement Income Solutions
Michigan
$658K
KWM
2037
Kiker Wealth Management
Georgia
$658K +$689K +10,561 New
HWP
2038
Highline Wealth Partners
California
$657K -$7.83K -120 -1%
FMTC
2039
Farmers & Merchants Trust Company
California
$654K -$40.5K -620 -6%
OL
2040
OneFund LLC
Florida
$653K +$19.3K +296 +3%
EIP
2041
Ellis Investment Partners
Pennsylvania
$652K -$196 -3 -0%
HCM
2042
Hutchinson Capital Management
California
$652K -$29.4K -450 -4%
BBP
2043
Banco BTG Pactual
Brazil
$652K +$401K +6,149 +140%
HWA
2044
HHM Wealth Advisors
Tennessee
$651K +$85.7K +1,313 +14%
HPBT
2045
Hickory Point Bank & Trust
Illinois
$650K +$682K +10,448 New
ACM
2046
Ashford Capital Management
Delaware
$650K -$24.4K -374 -3%
TWPM
2047
Total Wealth Planning & Management
Florida
$649K +$680K +10,423 New
OW
2048
Olistico Wealth
Oklahoma
$649K -$1.11K -17 -0.2%
CIA
2049
Compass Ion Advisors
Pennsylvania
$648K +$23.2K +355 +4%
SFG
2050
Sather Financial Group
Texas
$648K -$82.9K -1,270 -11%

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.