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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
TAM
2276
Titleist Asset Management
Texas
$477K +$92.2K +1,412 +23%
RCA
2277
Ranch Capital Advisors
Florida
$476K -$522 -8 -0.1%
MFGM
2278
Marshall Financial Group (Maryland)
Maryland
$476K +$11.4K +175 +2%
BCG
2279
Breakwater Capital Group
New Jersey
$475K -$13.9K -213 -3%
SOAMC
2280
Spirit of America Management Corp
New York
$473K
SA
2281
SRH Advisors
Kansas
$473K +$2.22K +34 +0.4%
HFS
2282
Howard Financial Services
Texas
$473K +$58.9K +903 +14%
RWM
2283
RKL Wealth Management
Pennsylvania
$472K +$150K +2,303 +44%
WAM
2284
WNY Asset Management
New York
$472K -$223K -3,418 -31%
GFPC
2285
Global Financial Private Client
Florida
$471K -$5.88K -90 -1%
FFA
2286
Florida Financial Advisors
Florida
$471K +$145K +2,219 +42%
HTIM
2287
Harbour Trust & Investment Management
Indiana
$470K -$51.1K -783 -9%
SL
2288
Summitry LLC
California
$470K +$4.18K +64 +0.9%
SPI
2289
Sutton Place Investors
New York
$469K +$10.2K +157 +2%
BI
2290
BFI Infinity
Switzerland
$468K +$491K +7,522 New
PI
2291
Pettee Investors
Connecticut
$468K
OHIS
2292
Oak Harvest Investment Services
Texas
$468K -$24.6K -377 -5%
RCM
2293
RMR Capital Management
California
$467K -$70K -1,072 -12%
HA
2294
Herold Advisors
New York
$467K +$14.2K +218 +3%
KCM
2295
Kathmere Capital Management
Pennsylvania
$467K +$74.5K +1,141 +18%
AA
2296
Acorns Advisers
California
$466K +$76.4K +1,171 +19%
WIM
2297
WealthPlan Investment Management
Nebraska
$465K -$584K -8,950 -55%
BFPW
2298
BOK Financial Private Wealth
Colorado
$464K -$106K -1,622 -18%
COCM
2299
Charter Oak Capital Management
New Hampshire
$463K +$1.76K +27 +0.4%
PMWMG
2300
Parr McKnight Wealth Management Group
Minnesota
$462K +$485K +7,425 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.