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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
FCM
2176
Firestone Capital Management
Florida
$542K +$522 +8 +0.1%
MWM
2177
Mattern Wealth Management
Kansas
$542K -$11.1K -170 -2%
WMWM
2178
Wilkins Miller Wealth Management
Alabama
$542K +$568K +8,707 New
SAM
2179
S.A. Mason
Michigan
$542K +$21.8K +334 +4%
FA
2180
Fagan Associates
New York
$541K
CCB
2181
Cutter & Co Brokerage
Missouri
$541K
WAG
2182
Wallace Advisory Group
California
$540K +$11.2K +172 +2%
VCM
2183
Versant Capital Management
Arizona
$540K +$122K +1,867 +27%
BWP
2184
Burling Wealth Partners
Illinois
$539K +$565K +8,659 New
RCM
2185
Requisite Capital Management
Texas
$538K +$32.6K +500 +6%
CC
2186
Cornerstone Capital
California
$538K -$8.09K -124 -1%
NA
2187
Nautilus Advisors
California
$536K +$562K +8,614 New
WIA
2188
Westbourne Investment Advisors
Maryland
$536K
MWM
2189
MOKAN Wealth Management
Kansas
$536K +$562K +8,608 New
MFC
2190
Morris Financial Concepts
South Carolina
$534K +$120K +1,832 +27%
IRC
2191
Investors Research Corp
Georgia
$534K
TNA
2192
True North Advisors
Texas
$534K +$51K +781 +10%
MFF
2193
Michels Family Financial
Texas
$534K +$559K +8,569 New
NG
2194
Novem Group
New York
$533K +$559K +8,562 New
ABLA
2195
Alan B. Lancz & Associates
Ohio
$532K
AA
2196
Addison Advisors
Vermont
$532K -$6.33K -97 -1%
SLC
2197
Second Line Capital
Louisiana
$531K -$27.9K -427 -5%
WA1
2198
Wimmer Associates 1
California
$531K
NRC
2199
New Republic Capital
North Carolina
$531K +$96.7K +1,482 +21%
CA
2200
Capital Advantage
California
$530K +$556K +8,517 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.