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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
TFO
2101
Tarbox Family Office
California
$608K
FFA
2102
First Foundation Advisors
California
$607K +$4.44K +68 +0.7%
SI
2103
Severin Investments
Missouri
$606K +$636K +9,740 New
CIA
2104
Cladis Investment Advisory
Montana
$605K -$91.3K -1,398 -13%
AIM
2105
Aspen Investment Management
Michigan
$604K
LF
2106
Lantz Financial
Illinois
$604K +$9.33K +143 +1%
DI
2107
DAGCO Inc
Ohio
$602K +$37.6K +576 +6%
CFG
2108
Copley Financial Group
California
$602K +$23.3K +357 +4%
CWI
2109
Conscious Wealth Investments
Florida
$601K
WGC
2110
Watts Gwilliam & Co
Arizona
$601K +$392 +6 +0.1%
CSI
2111
Cross Staff Investments
New York
$601K
LWMM
2112
Legacy Wealth Management (Mississippi)
Mississippi
$599K
TT
2113
TI-Trust
Illinois
$599K +$131 +2 +0%
OAM
2114
Oxford Asset Management
United Kingdom
$597K +$626K +9,592 New
OAM
2115
Occidental Asset Management
California
$597K -$34.9K -534 -5%
CCM
2116
Cullen Capital Management
New York
$594K -$44.4K -680 -7%
SC
2117
Searle & Co
Connecticut
$593K +$196 +3 +0%
CS
2118
Capital Square
Tennessee
$592K +$39.4K +604 +7%
BWA
2119
BCU Wealth Advisors
Illinois
$592K
KA
2120
Klingman & Associates
New York
$592K +$28.6K +438 +5%
MWA
2121
Monograph Wealth Advisors
California
$592K +$49.3K +756 +9%
AIC
2122
Archer Investment Corporation
Indiana
$591K +$4.76K +73 +0.8%
CAM
2123
Councilmark Asset Management
Tennessee
$590K
FNBOMD
2124
First National Bank of Mount Dora
Florida
$590K -$2.15K -33 -0.3%
T
2125
Transce3nd
Texas
$590K +$618K +9,470 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.