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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 %
PWM
2526
Pines Wealth Management
North Carolina
$332K +$332K +5,440 New
KA
2527
Kozak & Associates
Colorado
$332K -$46.6K -754 -12%
TA
2528
TrueWealth Advisors
Alabama
$332K +$9.71K +156 +3%
AC
2529
ASB Consultores
Florida
$331K – – –
PMG
2530
Private Management Group
California
$331K +$43.8K +703 +15%
CPRC
2531
Consolidated Portfolio Review Corp
New York
$331K +$48.3K +775 +17%
CA
2532
Cache Advisors
California
$331K +$331K +5,313 New
ACS
2533
Archford Capital Strategies
Illinois
$331K +$6.85K +110 +2%
ATFA
2534
All Terrain Financial Advisors
Minnesota
$330K – – –
NFC
2535
Northstar Financial Companies
Pennsylvania
$330K +$330K +5,299 New
VC
2536
Vicus Capital
Pennsylvania
$330K -$4.3K -69 -1%
LSWP
2537
Liberty Square Wealth Partners
Pennsylvania
$329K +$329K +4,783 New
MIM
2538
Miller Investment Management
Pennsylvania
$328K -$1.06K -17 -0.3%
LWM
2539
Lyell Wealth Management
California
$328K – – –
WIA
2540
Wetzel Investment Advisors
Indiana
$328K -$7.35K -118 -2%
WIM
2541
Westside Investment Management
California
$328K +$55.3K +888 +20%
RDFA
2542
Ritter Daniher Financial Advisory
Ohio
$327K +$24.9K +400 +8%
HA
2543
Huntleigh Advisors
Missouri
$327K +$327K +5,252 New
FUBT
2544
First United Bank & Trust
Maryland
$326K -$60.3K -968 -16%
CFO
2545
Colony Family Offices
North Carolina
$325K -$9.96K -160 -3%
BMD
2546
Better Money Decisions
New Mexico
$325K +$62 +1 +0%
SCM
2547
Silvant Capital Management
Georgia
$324K – – –
HAM
2548
Hedges Asset Management
Nevada
$324K – – –
IWN
2549
Independent Wealth Network
Iowa
$323K +$7.28K +117 +2%
THL
2550
Tillman Hartley LLC
Colorado
$323K -$5.35K -86 -2%
100 101
102
103 104