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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
CWAG
2301
Compton Wealth Advisory Group
Virginia
$460K -$13.4K -206 -3%
VCP
2302
Verus Capital Partners
Arizona
$458K +$6.07K +93 +1%
EPAM
2303
Evelyn Partners Asset Management
$458K +$480K +7,357 New
SHF
2304
Safe Harbor Fiduciary
Florida
$456K +$11.2K +172 +2%
CCA
2305
Clearwater Capital Advisors
Illinois
$456K -$147K -2,257 -24%
FSCM
2306
Front Street Capital Management
Montana
$456K -$4.31K -66 -0.9%
MGIA
2307
Matthew Goff Investment Advisor
Texas
$455K +$7.96K +122 +2%
WDG
2308
Wealth Dimensions Group
Ohio
$455K +$7.12K +109 +2%
RA
2309
Rise Advisors
New York
$455K -$29.8K -456 -6%
FIM
2310
Freedom Investment Management
Connecticut
$455K +$69.9K +1,071 +17%
SCA
2311
Strathmore Capital Advisors
North Carolina
$455K +$477K +7,301 New
AFC
2312
AFT Forsyth & Company
Florida
$454K -$13.1K -200 -3%
ACP
2313
Aveo Capital Partners
Colorado
$454K -$44.5K -681 -9%
BAM
2314
Bosun Asset Management
Illinois
$453K +$43.1K +660 +10%
RWA
2315
Redhawk Wealth Advisors
Minnesota
$453K -$77.5K -1,187 -14%
SAW
2316
Signal Advisors Wealth
Michigan
$453K -$361K -5,532 -43%
FCFC
2317
First Citizens Financial Corp
Iowa
$451K +$91.4K +1,400 +24%
CHP
2318
Cable Hill Partners
Oregon
$451K -$74.7K -1,145 -14%
CAWM
2319
Capital Advisors Wealth Management
Washington
$450K -$3.07K -47 -0.6%
GA
2320
Greenspring Advisors
Maryland
$450K
QWM
2321
Quadcap Wealth Management
Texas
$449K -$49.1K -752 -9%
FFA
2322
Fragasso Financial Advisors
Pennsylvania
$449K +$3.85K +59 +0.8%
VCM
2323
Vision Capital Management
Oregon
$448K +$6.72K +103 +1%
USB
2324
Union Savings Bank
Connecticut
$448K -$3.92K -60 -0.8%
1WM
2325
1858 Wealth Management
Ohio
$447K

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.