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Coca-Cola

3,133 hedge funds and large institutions have $223B invested in Coca-Cola in 2024 Q3 according to their latest regulatory filings, with 234 funds opening new positions, 1,241 increasing their positions, 1,284 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 234 | Existing positions closed: 96

24% more call options, than puts

Call options by funds: $2.17B | Put options by funds: $1.75B

14% more capital invested

Capital invested by funds: $196B → $223B (+$26.6B)

12% more funds holding in top 10

Funds holding in top 10: 6876 (+8)

3% more funds holding

Funds holding: 3,0303,133 (+103)

0.51% more ownership

Funds ownership: 71.57%72.08% (+0.51%)

3% less repeat investments, than reductions

Existing positions increased: 1,241 | Existing positions reduced: 1,284

Holders
3,133
Holders Change
+103
Holders Change %
+3.4%
% of All Funds
44.99%
Holding in Top 10
76
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.76%
% of All Funds
1.09%
New
234
Increased
1,241
Reduced
1,284
Closed
96
Calls
$2.17B
Puts
$1.75B
Net Calls
+$415M
Net Calls Change
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$28.7B
Vanguard Group
2
Vanguard Group
Pennsylvania
$27B +$365M +5,336,824 +1%
BlackRock
3
BlackRock
New York
$22.8B +$523M +7,643,422 +2%
State Street
4
State Street
Massachusetts
$11.9B -$324M -4,736,074 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$6.68B +$767M +11,206,995 +14%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.66B +$203M +2,966,964 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$6.25B +$1.31B +19,091,858 +28%
Morgan Stanley
8
Morgan Stanley
New York
$5.7B -$55.9M -817,035 -1%
Charles Schwab
9
Charles Schwab
California
$4.5B -$39.4M -574,969 -0.9%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$3.9B +$28.1M +409,948 +0.8%
Norges Bank
11
Norges Bank
Norway
$3.81B +$68.9M +1,006,524 +2%
Northern Trust
12
Northern Trust
Illinois
$2.87B -$96.8M -1,413,013 -3%
GQG Partners
13
GQG Partners
Florida
$2.72B +$756M +11,039,561 +41%
Bank of America
14
Bank of America
North Carolina
$2.43B +$141M +2,061,556 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.31B -$46.5M -679,553 -2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$2.27B +$275M +4,013,996 +15%
UBS AM
17
UBS AM
Illinois
$2.11B -$56.4M -823,495 -3%
Legal & General Group
18
Legal & General Group
United Kingdom
$2.06B -$69.3M -1,012,338 -3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.03B +$60.9M +889,431 +3%
Franklin Resources
20
Franklin Resources
California
$1.99B +$110M +1,609,565 +6%
UBS Group
21
UBS Group
Switzerland
$1.76B +$14.3M +208,405 +0.9%
Invesco
22
Invesco
Georgia
$1.49B -$15.5M -226,405 -1%
Ameriprise
23
Ameriprise
Minnesota
$1.43B -$25.8M -376,683 -2%
Goldman Sachs
24
Goldman Sachs
New York
$1.38B -$104M -1,518,526 -7%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$1.31B

KO Hedge Fund Activity: Q3 2024 in Review

3,133 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2024, worth a combined $223B — up 14% from $196B a quarter earlier.

Buyers outnumbered sellers: 234 funds opened new KO positions and 96 closed out — a net gain of 138 holders — while 1,241 added to existing stakes and 1,284 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.31B. The largest seller was Millennium Management, cutting an estimated $478M.

  • 3,133 institutional investors held Coca-Cola (KO) as of Q3 2024, up from 3,030 in Q2 2024.
  • Funds reported $223B of Coca-Cola stock for Q3 2024, up 14% quarter-over-quarter.
  • 234 funds opened new Coca-Cola positions in Q3 2024 and 96 closed out, a net change of +138 holders.
  • The largest Coca-Cola buyer in Q3 2024 was JP Morgan Chase, an estimated $1.31B added.
  • The largest Coca-Cola seller in Q3 2024 was Millennium Management, an estimated $478M sold.

Based on aggregated 13F filings for Q3 2024.