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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
FFP
2351
FourThought Financial Partners
Florida
$428K +$448K +6,870 New
CHA
2352
Cooper/Haims Advisors
New York
$427K +$457 +7 +0.1%
SFS
2353
Strategic Financial Services
New York
$426K +$105K +1,605 +31%
CRI
2354
Colonial River Investments
Virginia
$426K -$66K -1,011 -13%
KL
2355
KWMG LLC
Kansas
$425K +$65 +1 +0%
EGWAG
2356
Elwood & Goetz Wealth Advisory Group
Georgia
$425K +$4.24K +65 +1%
MAM
2357
Marotta Asset Management
Virginia
$425K
CWP
2358
Capital Wealth Planning
Florida
$425K -$224K -3,433 -33%
LOPW
2359
Live Oak Private Wealth
North Carolina
$424K -$50.9K -780 -10%
OC
2360
Optima Capital
Oregon
$424K +$445K +6,811 New
KLWA
2361
Kelly Lawrence W & Associates
California
$424K -$44.1K -675 -9%
HBWM
2362
Hollow Brook Wealth Management
New York
$423K
EWM
2363
Elevatus Welath Management
New York
$422K +$97.1K +1,488 +28%
BWM
2364
BKM Wealth Management
Wisconsin
$422K +$19.6K +301 +5%
S
2365
Sunpointe
Missouri
$421K +$57.9K +887 +15%
WFAG
2366
Wescott Financial Advisory Group
Pennsylvania
$421K +$39.4K +603 +10%
MA
2367
Mezzasalma Advisors
New Jersey
$421K +$129K +1,972 +41%
USWIA
2368
UP Strategic Wealth Investment Advisors
Pennsylvania
$420K +$103K +1,571 +30%
BWP
2369
Balboa Wealth Partners
Arizona
$419K +$70.4K +1,079 +19%
AW
2370
Alteri Wealth
California
$419K +$440K +6,734 New
LSIA
2371
LaSalle St. Investment Advisors
Illinois
$419K +$90.4K +1,385 +26%
KWM
2372
Kaydan Wealth Management
Michigan
$419K +$65 +1 +0%
PWM
2373
Paulson Wealth Management
Illinois
$418K +$33.6K +514 +8%
RF
2374
Rossby Financial
Florida
$418K +$438K +6,707 New
APW
2375
Austin Private Wealth
Texas
$418K +$136K +2,089 +45%

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.