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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 %
SDWIA
2551
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$323K +$2.3K +37 +0.7%
WDL
2552
Well Done LLC
Michigan
$323K – – –
APM
2553
Advanced Portfolio Management
New York
$323K +$323K +5,084 New
LIG
2554
Lokken Investment Group
Delaware
$322K -$57.2K -919 -15%
MWM
2555
Marion Wealth Management
Pennsylvania
$322K +$3.92K +63 +1%
BWM
2556
Blossom Wealth Management
California
$322K +$17.7K +285 +6%
GJIA
2557
Glass Jacobson Investment Advisors
Maryland
$322K -$5.6K -90 -2%
AP
2558
Aspect Partners
Virginia
$322K -$3.24K -52 -1%
TIP
2559
Tandem Investment Partners
New Jersey
$321K +$321K +5,154 New
WRPWM
2560
Werba Rubin Papier Wealth Management
California
$321K -$11.4K -183 -3%
GAA
2561
Guardian Asset Advisors
Pennsylvania
$321K -$1.81K -29 -0.6%
VFM
2562
Vision Financial Markets
Connecticut
$321K +$321K +5,150 New
BCM
2563
Buckhead Capital Management
Georgia
$321K – – –
AG
2564
AmeriFlex Group
Nevada
$321K +$321K +5,050 New
TSWM
2565
Tyler-Stone Wealth Management
Ohio
$320K +$18.6K +298 +6%
CCA
2566
Corps Capital Advisors
Texas
$320K +$320K +5,134 New
IAG
2567
Investmark Advisory Group
Connecticut
$319K +$2.06K +33 +0.6%
WP
2568
WealthPLAN Partners
Nebraska
$319K -$44K -707 -12%
JF
2569
Joule Financial
Kentucky
$319K +$1.93K +31 +0.6%
BMWM
2570
Brown Miller Wealth Management
Virginia
$319K +$129K +2,071 +68%
AWA
2571
Acorn Wealth Advisors
Michigan
$318K -$3.67K -59 -1%
ACG
2572
Allen Capital Group
Nebraska
$318K -$42.2K -677 -12%
JSAM
2573
J. Safra Asset Management
New York
$318K +$169K +2,725 +113%
TWA
2574
TCI Wealth Advisors
Arizona
$318K +$29.8K +479 +10%
SL
2575
Sentinus LLC
Illinois
$318K -$3.99K -64 -1%
101 102
103
104 105