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Coca-Cola

3,030 hedge funds and large institutions have $196B invested in Coca-Cola in 2024 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 1,224 increasing their positions, 1,280 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 102

39% more call options, than puts

Call options by funds: $1.57B | Put options by funds: $1.13B

5% more capital invested

Capital invested by funds: $186B → $196B (+$10B)

2% more funds holding

Funds holding: 2,9793,030 (+51)

0.97% more ownership

Funds ownership: 70.6%71.57% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 6868 (0)

4% less repeat investments, than reductions

Existing positions increased: 1,224 | Existing positions reduced: 1,280

Holders
3,030
Holders Change
+51
Holders Change %
+1.71%
% of All Funds
43.76%
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.98%
New
195
Increased
1,224
Reduced
1,280
Closed
102
Calls
$1.57B
Puts
$1.13B
Net Calls
+$438M
Net Calls Change
+$186M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$25.5B
Vanguard Group
2
Vanguard Group
Pennsylvania
$23.6B +$82.6M +1,334,704 +0.4%
BlackRock
3
BlackRock
New York
$19.7B +$65.1M +1,051,253 +0.3%
State Street
4
State Street
Massachusetts
$10.9B -$11.2M -180,393 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.72B +$159M +2,561,258 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$5.2B +$166M +2,673,635 +3%
Morgan Stanley
7
Morgan Stanley
New York
$5.1B -$50.6M -816,630 -1%
JP Morgan Chase
8
JP Morgan Chase
New York
$4.32B +$389M +6,289,807 +10%
Charles Schwab
9
Charles Schwab
California
$4.02B -$65M -1,050,487 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.43B +$282M +4,556,731 +9%
Norges Bank
11
Norges Bank
Norway
$3.31B +$93.3M +1,506,845 +3%
Northern Trust
12
Northern Trust
Illinois
$2.64B -$1.98M -32,052 -0.1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.09B -$56.8M -918,159 -3%
Bank of America
14
Bank of America
North Carolina
$2.02B -$171M -2,757,723 -8%
UBS AM
15
UBS AM
Illinois
$1.92B +$379M +6,129,854 +25%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.89B -$28M -451,655 -2%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$1.76B +$163M +2,626,517 +11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.74B -$78.8M -1,273,414 -4%
GQG Partners
19
GQG Partners
Florida
$1.7B +$1.66B +26,753,451 New
Franklin Resources
20
Franklin Resources
California
$1.68B +$107M +1,727,145 +7%
UBS Group
21
UBS Group
Switzerland
$1.54B +$37.5M +606,154 +3%
Invesco
22
Invesco
Georgia
$1.34B -$172M -2,780,011 -12%
Goldman Sachs
23
Goldman Sachs
New York
$1.32B +$178M +2,871,705 +16%
AllianceBernstein
24
AllianceBernstein
Tennessee
$1.3B -$84.5M -1,365,624 -6%
Ameriprise
25
Ameriprise
Minnesota
$1.29B -$83.8M -1,353,823 -6%

KO Hedge Fund Activity: Q2 2024 in Review

3,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2024, worth a combined $196B — up 5.4% from $186B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new KO positions and 102 closed out — a net gain of 93 holders — while 1,224 added to existing stakes and 1,280 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.66B. The largest seller was Nordea Investment Management, cutting an estimated $214M.

  • 3,030 institutional investors held Coca-Cola (KO) as of Q2 2024, up from 2,979 in Q1 2024.
  • Funds reported $196B of Coca-Cola stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 195 funds opened new Coca-Cola positions in Q2 2024 and 102 closed out, a net change of +93 holders.
  • The largest Coca-Cola buyer in Q2 2024 was GQG Partners, an estimated $1.66B added.
  • The largest Coca-Cola seller in Q2 2024 was Nordea Investment Management, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2024.