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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
KFA
2126
Kelleher Financial Advisors
New York
$589K +$12.3K +189 +2%
V
2127
ViaWealth
Kansas
$589K -$49.3K -755 -7%
SI
2128
Seeds Investor
New York
$589K -$67.2K -1,029 -10%
HBT
2129
Heartland Bank & Trust
Illinois
$586K +$80.7K +1,236 +15%
AWA
2130
AGH Wealth Advisors
Kansas
$586K +$614K +9,408 New
FWP
2131
Firethorn Wealth Partners
Georgia
$586K +$8.36K +128 +1%
TW
2132
Trajan Wealth
Arizona
$586K +$384K +5,880 +167%
SFC
2133
SYM Financial Corp
Indiana
$585K +$101K +1,545 +20%
GLLW
2134
Graves Light Lenhart Wealth
Virginia
$584K -$13.1K -200 -2%
LWM
2135
Laidlaw Wealth Management
New York
$583K +$26.1K +400 +4%
CCFCSB
2136
Cape Cod Five Cents Savings Bank
Massachusetts
$583K
RBFC
2137
Roman Butler Fullerton & Co
Missouri
$583K -$10.8K -166 -2%
BFS
2138
BridgePort Financial Solutions
Iowa
$582K +$536K +8,214 New
VC
2139
Vestor Capital
Illinois
$581K +$2.81K +43 +0.5%
CWS
2140
Cypress Wealth Services
California
$580K +$25.8K +395 +4%
VCAM
2141
Van Cleef Asset Management
Ohio
$580K
IAP
2142
Indie Asset Partners
Indiana
$580K -$5.35K -82 -0.9%
T
2143
TOBAM
France
$577K -$163K -2,492 -21%
EWA
2144
Elevate Wealth Advisory
Georgia
$576K +$2.42K +37 +0.4%
DAC
2145
Dividend Assets Capital
South Carolina
$573K
SWM
2146
Stockman Wealth Management
Montana
$572K -$6.2K -95 -1%
CSC
2147
Caldwell Sutter Capital
California
$569K -$3.59K -55 -0.6%
NFG
2148
Nadler Financial Group
Illinois
$567K
GA
2149
Geller Advisors
New York
$566K
KA
2150
KLCM Advisors
Wisconsin
$566K +$177K +2,705 +42%

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.