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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
SWA
2251
SOA Wealth Advisors
New York
$492K +$30.3K +464 +6%
AAS
2252
Annex Advisory Services
Wisconsin
$492K +$22.1K +339 +4%
LWM
2253
Level Wealth Management
North Carolina
$490K +$514K +7,876 New
CPA
2254
Cardiff Park Advisors
California
$490K +$587 +9 +0.1%
HTHT
2255
Hemenway Trust Hemenway Trust
New Hampshire
$489K -$35.2K -540 -6%
IPW
2256
Inlet Private Wealth
Florida
$489K -$65.3K -1,000 -11%
CAS
2257
Coppell Advisory Solutions
Texas
$489K -$765K -11,714 -60%
PCMC
2258
Paragon Capital Management (Colorado)
Colorado
$488K -$35.5K -544 -6%
FC
2259
Fairscale Capital
New Hampshire
$487K -$3.07K -47 -0.6%
BWG
2260
Beta Wealth Group
California
$486K +$510K +7,813 New
QPWM
2261
Quadrant Private Wealth Management
Pennsylvania
$486K -$15.9K -244 -3%
AGWCA
2262
Annis Gardner Whiting Capital Advisors
Florida
$485K +$16.9K +259 +3%
AHL
2263
Abel Hall LLC
Louisiana
$484K -$22.3K -342 -4%
ICP
2264
Interchange Capital Partners
Pennsylvania
$484K -$44.8K -686 -8%
OCM
2265
One Capital Management
California
$483K +$914 +14 +0.2%
KFA
2266
Kapstone Financial Advisors
Ohio
$483K
IPAM
2267
Investment Partners Asset Management
New Jersey
$482K +$51.7K +792 +11%
CFA
2268
CWS Financial Advisors
Michigan
$482K +$2.94K +45 +0.6%
GXJ
2269
Global X Japan
Japan
$481K +$86.1K +1,319 +21%
ICA
2270
Infrastructure Capital Advisors
New York
$480K +$503K +7,713 New
SAM
2271
SignalPoint Asset Management
Missouri
$480K +$14.4K +220 +3%
QL
2272
Quarry LP
New York
$479K +$502K +7,695 New
FGWP
2273
Founders Grove Wealth Partners
Virginia
$479K +$502K +7,690 New
OL
2274
Optas LLC
Texas
$478K -$15.3K -234 -3%
MSCM
2275
McElhenny Sheffield Capital Management
Texas
$478K +$2.87K +44 +0.6%

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.