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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
WPP
2201
Whalerock Point Partners
Rhode Island
$530K -$10.1K -154 -2%
SWK
2202
Stephen W. Kidder
$528K -$16.3K -250 -3%
CCC
2203
Compass Capital Corp
Massachusetts
$527K +$553K +8,479 New
AFM
2204
Armstrong Fleming & Moore
District of Columbia
$527K +$65 +1 +0%
TB
2205
Terril Brothers
Missouri
$527K +$9.14K +140 +2%
GWM
2206
GDS Wealth Management
Texas
$526K -$14.6K -223 -3%
3F
2207
360 Financial
Minnesota
$525K -$979 -15 -0.2%
YIM
2208
Yoffe Investment Management
Pennsylvania
$524K +$550K +8,420 New
IFS
2209
Ifrah Financial Services
Arkansas
$524K +$3.65K +56 +0.7%
EIM
2210
Essex Investment Management
Massachusetts
$523K -$6.4K -98 -1%
MFG
2211
Mosaic Financial Group
Illinois
$523K
CA
2212
Cornerstone Advisory
Maryland
$522K +$43.6K +668 +10%
SC
2213
Sierra Capital
Florida
$521K -$71.9K -1,101 -12%
HAG
2214
HF Advisory Group
Maryland
$519K +$10.2K +156 +2%
AWAP
2215
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$519K -$9.07K -139 -2%
CGA
2216
Crescent Grove Advisors
Illinois
$518K +$74.1K +1,135 +16%
CWMS
2217
Cannon Wealth Management Services
North Carolina
$516K +$5.68K +87 +1%
GCM
2218
Goldstream Capital Management
Hong Kong
$515K -$674K -10,322 -56%
MPIA
2219
Mountain Pacific Investment Advisers
Idaho
$515K -$88.4K -1,355 -14%
AWA
2220
Arbor Wealth Advisors
Michigan
$515K +$53.4K +818 +11%
MFT
2221
Moisand Fitzgerald Tamayo
Florida
$514K -$1.24K -19 -0.2%
ACA
2222
Affinity Capital Advisors
California
$512K
SIA
2223
SeaBridge Investment Advisors
New Jersey
$511K +$120K +1,833 +29%
JJBC
2224
James J. Burns & Company
New York
$511K +$115K +1,758 +27%
FNC
2225
First National Corp
Massachusetts
$510K +$2.02K +31 +0.4%

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.