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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
KB
2226
Kimelman & Baird
New York
$509K -$97.9K -1,500 -16%
GWA
2227
GGM Wealth Advisors
Maryland
$508K -$178K -2,734 -25%
AFAS
2228
Acorn Financial Advisory Services
Virginia
$507K +$5.94K +91 +1%
RMC
2229
Resources Management Corp
Connecticut
$507K
NC
2230
NovaPoint Capital
Georgia
$507K -$24.4K -374 -4%
ETS
2231
ESL Trust Services
New York
$505K +$496K +7,600 +1,476%
SIA
2232
Schear Investment Advisers
Ohio
$505K +$69.5K +1,064 +15%
SCP
2233
Sivia Capital Partners
California
$505K +$27.8K +426 +6%
EWM
2234
Evermay Wealth Management
Virginia
$505K -$15K -230 -3%
PTP
2235
Platform Technology Partners
New York
$503K +$131 +2 +0%
MC
2236
Middleton & Co
Massachusetts
$503K -$49K -750 -8%
IAS
2237
IMA Advisory Services
Colorado
$502K -$38.4K -588 -7%
AIA
2238
AssuredPartners Investment Advisors
Florida
$501K +$525K +8,043 New
TSW
2239
Three Seasons Wealth
Utah
$499K +$196 +3 +0%
RFS
2240
Retirement Financial Solutions
Tennessee
$498K -$2.81K -43 -0.5%
TWP
2241
Triad Wealth Partners
Kansas
$497K +$521K +7,988 New
MHWM
2242
Montz Harcus Wealth Management
Louisiana
$497K -$16.5K -253 -3%
BI
2243
Bolthouse Investments
California
$496K +$520K +7,973 New
AEPWM
2244
Atlantic Edge Private Wealth Management
Florida
$496K +$437K +6,696 +525%
PFA
2245
Plotkin Financial Advisors
Maryland
$496K
FAFN
2246
First Affirmative Financial Network
Colorado
$495K +$60.6K +929 +13%
SHGA
2247
Sand Hill Global Advisors
California
$494K -$13.1K -201 -2%
1WA
2248
180 Wealth Advisors
Washington
$492K -$6.53K -100 -1%
RCA
2249
Resonant Capital Advisors
Wisconsin
$492K -$4.44K -68 -0.9%
CIC
2250
Chilton Investment Company
Connecticut
$492K -$69.7K -1,068 -12%

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.