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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
EAM
2376
Empirical Asset Management
Massachusetts
$417K +$6.72M +103,018 +800%
SRC
2377
Shufro Rose & Co
New York
$417K +$26.1K +400 +6%
AI
2378
AdvisorShares Investments
Maryland
$417K +$437K +6,700 New
BWG
2379
Boomfish Wealth Group
Georgia
$416K -$2.81K -43 -0.6%
VAS
2380
Vestmark Advisory Solutions
Massachusetts
$416K +$436K +6,683 New
FFG
2381
Fortress Financial Group
Minnesota
$416K +$436K +6,680 New
SAM
2382
Sawgrass Asset Management
Florida
$415K -$18K -275 -4%
SMH
2383
Sanders Morris Harris
Texas
$414K
CP
2384
Canopy Partners
Ohio
$413K +$37.7K +578 +10%
DSC
2385
Duncker Streett & Co
Missouri
$413K -$11.6K -177 -3%
LWM
2386
Lodestone Wealth Management
Washington
$412K +$522 +8 +0.1%
API
2387
Asset Planning Inc
California
$412K +$432K +6,613 New
BSC
2388
Brown Shipley & Co
United Kingdom
$411K -$9.01K -138 -2%
FFG
2389
Fiduciary Financial Group
California
$411K +$6.2K +95 +1%
KF
2390
KKM Financial
Illinois
$410K
CPWA
2391
Cerro Pacific Wealth Advisors
California
$410K +$1.7K +26 +0.5%
UPS
2392
UHLMANN PRICE SECURITIES
Illinois
$409K +$1.57K +24 +0.4%
NFTC
2393
North Forty Two & Co
Oregon
$408K +$427K +6,549 New
GKWIM
2394
Gerber Kawasaki Wealth & Investment Management
California
$407K +$18.6K +285 +5%
RPCONE
2395
Retirement Planning Company of New England
Rhode Island
$407K +$13K +199 +3%
CFP
2396
Cascade Financial Partners
California
$406K +$65.3K +1,001 +18%
DA
2397
Dillon & Associates
Michigan
$406K +$13.1K +201 +3%
IP
2398
Integras Partners
Georgia
$406K +$426K +6,520 New
GC
2399
Gibson Capital
Pennsylvania
$405K +$914 +14 +0.2%
CIP
2400
Convergence Investment Partners
Florida
$405K -$3.65K -56 -0.9%

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.