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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
WA
2426
Wealth Architects
California
$393K -$21.3K -327 -5%
GIP
2427
Granite Investment Partners
California
$392K -$3.26K -50 -0.8%
EWM
2428
Executive Wealth Management
Michigan
$392K -$23K -352 -5%
GIM
2429
Goelzer Investment Management
Indiana
$392K -$215K -3,297 -34%
CCM
2430
Crew Capital Management
Ohio
$391K
CWM
2431
Circle Wealth Management
New Jersey
$390K +$7.83K +120 +2%
KCFA
2432
Key Client Fiduciary Advisors
New Jersey
$389K +$6.66K +102 +2%
LJHT
2433
Laurie J. Hall Trustee
$389K -$19.6K -300 -5%
FWM
2434
FSA Wealth Management
Massachusetts
$389K +$3.98K +61 +1%
MWM
2435
Marietta Wealth Management
Georgia
$389K +$1.31K +20 +0.3%
CNTOF
2436
Canandaigua National Trust of Florida
New York
$389K +$104K +1,600 +34%
PM
2437
Parametrica Management
Hong Kong
$389K +$408K +6,243 New
FNA
2438
First National Advisers
Nebraska
$388K -$40.7K -624 -9%
TIA
2439
Tiemann Investment Advisors
California
$386K -$4.18K -64 -1%
APC
2440
Asset Planning Corporation
Tennessee
$384K
RWS
2441
Resolute Wealth Strategies
Mississippi
$384K +$65 +1 +0%
CCA
2442
Catalyst Capital Advisors
New York
$384K +$226K +3,466 +128%
AGA
2443
Arkos Global Advisors
Texas
$384K -$1.44K -22 -0.4%
SFG
2444
SNS Financial Group
Minnesota
$384K -$65.1K -997 -14%
GAM
2445
Gould Asset Management
California
$382K +$24.5K +375 +7%
OA
2446
Oceanside Advisors
South Carolina
$381K
DFP
2447
Defined Financial Planning
California
$380K +$399K +6,105 New
SFA
2448
Souders Financial Advisors
Ohio
$379K +$32.2K +494 +9%
OIC
2449
Orion Investment Company
Missouri
$379K +$65.3K +1,000 +20%
JCM
2450
Jacobsen Capital Management
Utah
$378K +$24.5K +376 +7%

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.