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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 %
MHC
2501
May Hill Capital
Massachusetts
$343K +$343K +5,511 New
SRC
2502
Sage Rhino Capital
California
$342K -$4.05K -65 -1%
LSPW
2503
Lake Street Private Wealth
Illinois
$340K -$69.9K -1,123 -17%
OAS
2504
Optivise Advisory Services
Tennessee
$340K +$52.9K +850 +18%
SCM
2505
Stevens Capital Management
Pennsylvania
$340K -$2.75M -44,152 -89%
TCOTS
2506
Trust Company of the South
North Carolina
$340K -$51.6K -829 -13%
SEA
2507
Stegent Equity Advisors
Texas
$339K +$85.8K +1,378 +34%
IW
2508
Instrumental Wealth
Florida
$339K +$499 +7 +0.1%
LBC
2509
Leigh Baldwin & Co
New York
$338K +$338K +5,430 New
PCFFS
2510
Pacific Center for Financial Services
California
$338K – – –
GAA
2511
Global Assets Advisory
Florida
$337K -$5.81K -94 -2%
AI
2512
AXS Investments
New York
$337K -$2.37K -38 -0.7%
BCM
2513
Becker Capital Management
Oregon
$337K -$385K -6,190 -53%
NLP
2514
Next Level Private
New York
$337K +$1.12K +18 +0.3%
VWA
2515
VSM Wealth Advisory
Maryland
$336K +$336K +5,404 New
BWA
2516
Bordeaux Wealth Advisors
California
$336K -$72.9K -1,171 -18%
BOTPPF
2517
Board of the Pension Protection Fund
United Kingdom
$336K +$336K +5,400 New
SCA
2518
Sippican Capital Advisors
Massachusetts
$336K – – –
HCWM
2519
Hidden Cove Wealth Management
Washington
$336K +$336K +5,399 New
APW
2520
Aurora Private Wealth
New Jersey
$336K -$11.1K -178 -3%
FWM
2521
ForthRight Wealth Management
Georgia
$334K +$2.12K +34 +0.6%
SWM
2522
Sculati Wealth Management
Michigan
$334K -$45.8K -735 -12%
AL
2523
ADE LLC
Maryland
$334K – – –
FNWA
2524
Financial Network Wealth Advisors
Utah
$333K -$253K -4,062 -43%
KFG
2525
Kelly Financial Group
Connecticut
$332K +$332K +5,340 New
99 100
101
102 103