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Coca-Cola
KO

Overview Fund Activity

3,243 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 1,303 increasing their positions, 1,232 reducing their positions, and 193 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,243
Holders Change
+132
Holders Change %
+4.24%
% of All Funds
43.17%
Holding in Top 10
65
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-13.33%
% of All Funds
0.87%
New
377
Increased
1,303
Reduced
1,232
Closed
193
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$761M
2
Charles Schwab
Charles Schwab
California
+$720M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$416M
4
Franklin Resources
Franklin Resources
California
+$381M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$358M

Top Sellers

1
ECG
Edge Capital Group
Georgia
-$25.6B
2
GQG Partners
GQG Partners
Florida
-$1.92B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$993M
4
BlackRock
BlackRock
New York
-$728M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$620M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
2476
Rede Wealth
Virginia
$355K +$18.7K +300 +6%
FAG
2477
Fortitude Advisory Group
Washington
$355K -$85.7K -1,377 -19%
BAM
2478
BOCHK Asset Management
Hong Kong
$355K +$355K +5,700 New
MWM
2479
Merriman Wealth Management
Washington
$355K +$38.7K +622 +12%
KIG
2480
Kessler Investment Group
Indiana
$355K -$8.53K -137 -2%
JWM
2481
JFG Wealth Management
Colorado
$354K +$7.6K +122 +2%
PFA
2482
Pure Financial Advisors
California
$353K -$255K -4,092 -42%
WAM
2483
Walker Asset Management
Missouri
$351K +$2.06K +33 +0.6%
RWM
2484
Riverbend Wealth Management
South Carolina
$351K +$351K +5,620 New
ACM
2485
Adalta Capital Management
New York
$350K – – –
RFP
2486
Root Financial Partners
California
$350K +$56.2K +902 +19%
SWC
2487
Spectrum Wealth Counsel
Indiana
$350K – – –
VAM
2488
Verity Asset Management
North Carolina
$350K -$432K -10,649 -55%
SW
2489
Simplicity Wealth
New Jersey
$349K -$1.99M -31,887 -85%
VCM
2490
Viewpoint Capital Management
Washington
$349K +$311 +5 +0.1%
SA
2491
SAM Advisors
California
$349K – – –
ACM
2492
Accent Capital Management
Ohio
$348K – – –
WDC
2493
Woodward Diversified Capital
California
$347K -$333K -5,345 -49%
BFS
2494
Burkett Financial Services
South Carolina
$347K +$13.8K +221 +4%
ACP
2495
Argyle Capital Partners
California
$347K +$347K +5,570 New
JGUA
2496
John G. Ullman & Associates
New York
$347K -$10.8K -173 -3%
CA
2497
Crumly & Associates
Illinois
$346K -$20.5K -329 -6%
BHPW
2498
Beverly Hills Private Wealth
California
$345K +$14.3K +230 +4%
KOMWMG
2499
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$344K +$747 +12 +0.2%
UIM
2500
Unified Investment Management
Georgia
$344K +$344K +5,520 New
98 99
100
101 102