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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
CL
2151
CVFG LLC
Indiana
$565K +$593K +9,079 New
MCM
2152
Maple Capital Management
Vermont
$564K +$6.85K +105 +1%
VCM
2153
Vivaldi Capital Management
Illinois
$562K +$13.4K +205 +2%
SFG
2154
Snider Financial Group
Washington
$562K +$589K +9,022 New
LFA
2155
Laraway Financial Advisors
Minnesota
$560K +$19.7K +302 +3%
LWM
2156
Liberty Wealth Management
California
$560K +$14.1K +216 +2%
RWA
2157
River Wealth Advisors
Pennsylvania
$560K -$90.3K -1,384 -13%
CS
2158
Crescent Sterling
Louisiana
$560K -$718 -11 -0.1%
PMSA
2159
Patrick M. Sweeney & Associates
Illinois
$559K +$457 +7 +0.1%
AWMM
2160
Aegis Wealth Management (Maryland)
Maryland
$558K +$585K +8,960 New
JWM
2161
Jeppson Wealth Management
California
$556K -$3.26K -50 -0.6%
NWMG
2162
Nicholson Wealth Management Group
South Carolina
$555K -$59K -904 -9%
WF
2163
Wayfinding Financial
Washington
$555K +$582K +8,919 New
HGWM
2164
Horst & Graben Wealth Management
Oregon
$554K +$1.11K +17 +0.2%
BFA
2165
Buttonwood Financial Advisors
Maryland
$553K -$56.7K -869 -9%
FPGT
2166
Financial Partners Group (Tennessee)
Tennessee
$551K -$173K -2,654 -23%
FB
2167
First Bancorp
Maine
$550K +$2.48K +38 +0.4%
AWA
2168
Amplius Wealth Advisors
Pennsylvania
$550K -$14K -214 -2%
DWMS
2169
Dominguez Wealth Management Solutions
Virginia
$550K -$30K -459 -5%
BIM
2170
Baldwin Investment Management
Pennsylvania
$549K -$33.6K -515 -6%
RWP
2171
Revolve Wealth Partners
New Jersey
$548K +$19.1K +293 +3%
LFG
2172
Lazard Frères Gestion
France
$546K
SWA
2173
Strata Wealth Advisors
Texas
$545K +$16.1K +246 +3%
WKSWA
2174
White Knight Strategic Wealth Advisors
New Jersey
$545K +$572K +8,758 New
CC
2175
Callan Capital
California
$544K +$100K +1,536 +21%

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.