We are live on ! Find out more
KO icon

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
FC
2401
Fulcrum Capital
Washington
$405K
EIG
2402
Ellenbecker Investment Group
Wisconsin
$404K -$15.6K -239 -4%
AFTS
2403
American Financial & Tax Strategies
New York
$403K +$13.8K +212 +3%
BFWA
2404
Benchmark Financial Wealth Advisors
Florida
$403K -$7.25K -111 -2%
GPWM
2405
Grant Private Wealth Management
California
$403K +$422K +6,472 New
SEIA
2406
Signature Estate & Investment Advisors
California
$403K +$587 +9 +0.1%
FC
2407
Forte Capital
New York
$402K -$82K -1,256 -16%
ARMT
2408
Amica Retiree Medical Trust
Rhode Island
$402K -$298K -4,572 -41%
SFWA
2409
Summit Financial Wealth Advisors
Louisiana
$401K +$11.6K +178 +3%
RIM
2410
RW Investment Management
Idaho
$400K
LC
2411
Landaas & Company
Wisconsin
$400K
HFM
2412
Hartford Financial Management
Connecticut
$400K -$198K -3,030 -32%
WHCI
2413
W.H. Cornerstone Investments
Massachusetts
$398K -$68.8K -1,054 -14%
CP
2414
Castleview Partners
Texas
$397K +$137K +2,104 +49%
JBA
2415
Johnson Bixby & Associates
Washington
$397K
PCI
2416
Planning Center Inc
Illinois
$397K +$2.15K +33 +0.5%
HFS
2417
Hughes Financial Services
Virginia
$397K +$416K +6,374 New
CPL
2418
Capital & Planning LLC
Georgia
$396K +$415K +6,360 New
CC
2419
Centiva Capital
New York
$395K -$743K -11,378 -64%
LA
2420
LexAurum Advisors
Kansas
$395K +$73.2K +1,122 +21%
MCCA
2421
Mill Creek Capital Advisors
Pennsylvania
$394K -$6.53K -100 -2%
SSWM
2422
Strait & Sound Wealth Management
California
$394K -$28.4K -435 -6%
KFGG
2423
Keystone Financial Group (Georgia)
Georgia
$394K +$413K +6,327 New
BGAI
2424
Bruce G. Allen Investments
Colorado
$393K
AIM
2425
Acropolis Investment Management
Missouri
$393K -$22.3K -341 -5%

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.