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
SA
2451
Strategic Advocates
Utah
$377K -$120K -1,835 -23%
TIM
2452
Total Investment Management
Arizona
$375K +$21.6K +331 +6%
DIM
2453
Delta Investment Management
California
$375K -$70.8K -1,085 -15%
SSWG
2454
Seven Springs Wealth Group
Tennessee
$375K +$4.7K +72 +1%
FFG
2455
Frisch Financial Group
New York
$373K -$9.01K -138 -2%
WWC
2456
Waypoint Wealth Counsel
Georgia
$373K +$41.6K +637 +12%
ACM
2457
Armbruster Capital Management
New York
$372K
OAM
2458
Oak Asset Management
California
$372K -$1.5K -23 -0.4%
EW
2459
Element Wealth
Mississippi
$372K +$3.33K +51 +0.9%
WMWM
2460
Whitaker-Myers Wealth Managers
Ohio
$371K +$389K +5,962 New
WMA
2461
Wealth Management Associates
New Jersey
$370K -$2.22K -34 -0.6%
JLBC
2462
J.L. Bainbridge & Co
Florida
$370K +$7.18K +110 +2%
FPCP
2463
Fort Point Capital Partners
California
$368K +$47.4K +726 +14%
PSC
2464
Prentiss Smith & Co
Vermont
$368K
FGA
2465
Fortis Group Advisors
New Jersey
$368K -$1.18K -18 -0.3%
TVAMP
2466
Tennessee Valley Asset Management Partners
Tennessee
$368K -$653 -10 -0.2%
FM
2467
Foster & Motley
Ohio
$368K -$20.6K -315 -5%
CNB
2468
Camden National Bank
Maine
$368K -$16.4K -252 -4%
KPWG
2469
KFA Private Wealth Group
Virginia
$367K +$18K +276 +5%
BDA
2470
Borer Denton & Associates
Pennsylvania
$367K +$33.9K +520 +10%
LA
2471
Latitude Advisors
Florida
$366K -$34.7K -531 -8%
HKAM
2472
Horizon Kinetics Asset Management
New York
$365K -$9.79K -150 -2%
SPWG
2473
Sage Private Wealth Group
Illinois
$365K -$38.1K -583 -9%
NECFA
2474
New England Capital Financial Advisors
Connecticut
$365K +$1.5K +23 +0.4%
CFG
2475
Clayton Financial Group
Missouri
$364K +$17.2K +263 +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.